0001600944-23-000001.txt : 20230119 0001600944-23-000001.hdr.sgml : 20230119 20230118173859 ACCESSION NUMBER: 0001600944-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SAM Advisors, LLC CENTRAL INDEX KEY: 0001600944 IRS NUMBER: 202295233 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21373 FILM NUMBER: 23535346 BUSINESS ADDRESS: STREET 1: 40312 JUNCTION DRIVE CITY: OAKHURST STATE: CA ZIP: 93644 BUSINESS PHONE: 8776585193 MAIL ADDRESS: STREET 1: PO BOX 2389 CITY: OAKHURST STATE: CA ZIP: 93644 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001600944 XXXXXXXX 12-31-2022 12-31-2022 SAM Advisors, LLC
PO BOX 2389 OAKHURST CA 93644
13F HOLDINGS REPORT 028-21373 N
WILL BOYER CLIENT SERVICE SPECIALIST 559-658-5193 WILL BOYER OAKHURST CA 01-18-2023 0 35 227012 false
INFORMATION TABLE 2 SAMAdvisorsQ4.xml VANGUARD INDEX FDS TOTAL STK MKT ETF 922908769 65148 340748 SH SOLE 340748 0 0 VANGUARD STAR FDS VG TL INTL STK ETF 921909768 35986 695794 SH SOLE 695794 0 0 SDPR HIGH YIELD BOND ETF 78468R606 16033 717700 SH SOLE 717700 0 0 INVESCO QQQ TR UNIT ETF 46090E103 13207 49596 SH SOLE 49596 0 0 VANGUARD TOTAL BOND MARKET ETF 921937835 12942 180153 SH SOLE 180153 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 12862 70075 SH SOLE 70075 0 0 JPMRG DIV RTN EM EQT ETF 46641Q308 8547 173417 SH SOLE 173417 0 0 BERSHIRE HATHAWAY INC DEL CL B 084670702 7144 23126 SH SOLE 23126 0 0 ISHARES US FINANCIAL SER ETF 464287770 6512 41340 SH SOLE 41340 0 0 INVESCO SENIOR LOAN ETF 46138G508 5504 268081 SH SOLE 268081 0 0 PGIM ULTRA SHORT BOND ETF 69344A107 4575 93180 SH SOLE 93180 0 0 MICROSOFT CORP COM 594918104 3563 14858 SH SOLE 14858 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829C105 3403 450681 SH SOLE 450681 0 0 APPLE INC COM 037833100 3162 24337 SH SOLE 24337 0 0 JOHNSON & JOHNSON COM 478160104 2972 16825 SH SOLE 16825 0 0 BOEING CO COM 097023105 2944 15456 SH SOLE 15456 0 0 SIMON PPTY GROUP INC REIT 828806109 2725 23198 SH SOLE 23198 0 0 UNION PAC CORP COM 907818108 2687 12975 SH SOLE 12975 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2608 10918 SH SOLE 10918 0 0 CROWN CASTLE INTL CORP COM 22822V101 2518 18563 SH SOLE 18563 0 0 AMAZON INC COM 023135106 2428 28900 SH SOLE 28900 0 0 UBER TECHNOLOGIES INC COM 90353T100 2279 92141 SH SOLE 92141 0 0 INVESCO CURRENCYSHARES CDN DLR SHS 46138T104 2246 31075 SH SOLE 31075 0 0 CHEVRON CORP COM 166764100 1056 5883 SH SOLE 5883 0 0 ALPHABET INC CL C 02079K107 584 6580 SH SOLE 6580 0 0 SDPR GOLD SHARES ETF 78463V107 432 2548 SH SOLE 2548 0 0 VANGUARD SHORT-TERM BOND ETF 921937827 403 5360 SH SOLE 5360 0 0 WESTAMERICA BANCORP COM 957090103 401 6794 SH SOLE 6794 0 0 CATERPILLAR INC COM 149123101 369 1540 SH SOLE 1540 0 0 THE COCA-COLA CO COM 191216100 348 5474 SH SOLE 5474 0 0 VANGUARD SCOTTSDALE SHRT TRM ETF 92206C409 335 4451 SH SOLE 4451 0 0 HANCOCK JOHN PFD INCOME ETF 41012W108 334 20817 SH SOLE 20817 0 0 CALAMOS CONVERTIBLE OPPO ETF 128117108 275 26209 SH SOLE 26209 0 0 ALPHABET INC CL A 02079K305 274 3100 SH SOLE 3100 0 0 CVB FINL CORP COM 126600105 206 8000 SH SOLE 8000 0 0