0001656866-21-000001.txt : 20210203 0001656866-21-000001.hdr.sgml : 20210203 20210203130541 ACCESSION NUMBER: 0001656866-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210203 DATE AS OF CHANGE: 20210203 EFFECTIVENESS DATE: 20210203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: 20/20 Capital Management, Inc. CENTRAL INDEX KEY: 0001656866 IRS NUMBER: 473718909 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19814 FILM NUMBER: 21585351 BUSINESS ADDRESS: STREET 1: 940 SOUTH COAST DRIVE, #110 CITY: COSTA MESA STATE: CA ZIP: 92626 BUSINESS PHONE: (714) 433-1299 MAIL ADDRESS: STREET 1: 940 SOUTH COAST DRIVE, #110 CITY: COSTA MESA STATE: CA ZIP: 92626 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001656866 XXXXXXXX 12-31-2020 12-31-2020 20/20 Capital Management, Inc.
940 SOUTH COAST DRIVE, #110 COSTA MESA CA 92626
13F HOLDINGS REPORT 028-19814 N
Robert Roche CCO 714-433-1299 Robert Roche Costa Mesa CA 02-03-2021 0 161 341955 false
INFORMATION TABLE 2 twentytwentycmi13f.xml TWENTYTWENTY ISHARES TR GLOBAL REIT ETF 46434V647 427 17648 SH SOLE 0 0 0 17648 ALPHABET INC CAP STK CL A 02079K305 570 297 SH SOLE 0 0 0 297 ISHARES TR EXPANDED TECH 464287515 745 2031 SH SOLE 0 0 0 2031 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2594 50307 SH SOLE 0 0 0 50307 SPDR SER TR PORTFOLIO SHORT 78464A474 1064 33910 SH SOLE 0 0 0 33910 NUVEEN ENHANCED MUN VALUE FD COM 67074M101 998 60511 SH SOLE 0 0 0 60511 ALPHABET INC CAP STK CL C 02079K107 690 358 SH SOLE 0 0 0 358 ISHARES TR 20 YR TR BD ETF 464287432 267 1765 SH SOLE 0 0 0 1765 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 11837 233058 SH SOLE 0 0 0 233058 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3246 94178 SH SOLE 0 0 0 94178 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 358 6656 SH SOLE 0 0 0 6656 VANGUARD BD INDEX FDS INTERMED TERM 921937819 783 8516 SH SOLE 0 0 0 8516 ISHARES TR MSCI USA MMENTM 46432F396 6892 40227 SH SOLE 0 0 0 40227 SPDR SER TR PRTFLO S&P500 VL 78464A508 648 18713 SH SOLE 0 0 0 18713 SPDR SER TR S&P DIVID ETF 78464A763 3000 28035 SH SOLE 0 0 0 28035 ISHARES TR CORE S&P500 ETF 464287200 20826 54382 SH SOLE 0 0 0 54382 SEMPRA ENERGY COM 816851109 359 2884 SH SOLE 0 0 0 2884 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 277 5001 SH SOLE 0 0 0 5001 ISHARES TR EAFE GRWTH ETF 464288885 460 4509 SH SOLE 0 0 0 4509 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 538 4602 SH SOLE 0 0 0 4602 SCIENCE APPLICATIONS INTL CO COM 808625107 537 5701 SH SOLE 0 0 0 5701 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 288 8595 SH SOLE 0 0 0 8595 PAYPAL HLDGS INC COM 70450Y103 1285 5158 SH SOLE 0 0 0 5158 JOHNSON & JOHNSON COM 478160104 2449 15186 SH SOLE 0 0 0 15186 ISHARES TR S&P SML 600 GWT 464287887 303 2436 SH SOLE 0 0 0 2436 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 1547 103165 SH SOLE 0 0 0 103165 NUVEEN AMT FREE MUN CR INC F COM 67071L106 1479 86791 SH SOLE 0 0 0 86791 BLACKROCK SCIENCE & TECHNOLO SHS 09258G104 9627 170937 SH SOLE 0 0 0 170937 SPDR S&P 500 ETF TR TR UNIT 78462F103 11646 30524 SH SOLE 0 0 0 30524 ISHARES TR US HLTHCR PR ETF 464288828 1643 6772 SH SOLE 0 0 0 6772 PFIZER INC COM 717081103 279 7970 SH SOLE 0 0 0 7970 ISHARES TR GLOBAL MATER ETF 464288695 457 5562 SH SOLE 0 0 0 5562 PIMCO ETF TR ACTIVE BD ETF 72201R775 200 1780 SH SOLE 0 0 0 1780 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 958 9049 SH SOLE 0 0 0 9049 DISNEY WALT CO COM 254687106 1366 7722 SH SOLE 0 0 0 7722 FLEXSHARES TR CR SCORED LONG 33939L753 309 5081 SH SOLE 0 0 0 5081 AMERICAN EXPRESS CO COM 025816109 274 2272 SH SOLE 0 0 0 2272 ANNALY CAPITAL MANAGEMENT IN COM 035710409 1128 134487 SH SOLE 0 0 0 134487 PEPSICO INC COM 713448108 793 5730 SH SOLE 0 0 0 5730 PIMCO CORPORATE & INCOME OPP COM 72201B101 197 11003 SH SOLE 0 0 0 11003 COSTCO WHSL CORP NEW COM 22160K105 870 2447 SH SOLE 0 0 0 2447 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 7460 115521 SH SOLE 0 0 0 115521 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2257 46968 SH SOLE 0 0 0 46968 WISDOMTREE TR EMER MKT HIGH FD 97717W315 3135 75412 SH SOLE 0 0 0 75412 CVS HEALTH CORP COM 126650100 210 2924 SH SOLE 0 0 0 2924 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 8689 167653 SH SOLE 0 0 0 167653 AMAZON COM INC COM 023135106 3934 1164 SH SOLE 0 0 0 1164 QUALCOMM INC COM 747525103 723 4387 SH SOLE 0 0 0 4387 ARK ETF TR INNOVATION ETF 00214Q104 3890 26479 SH SOLE 0 0 0 26479 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 461 1504 SH SOLE 0 0 0 1504 WISDOMTREE TR EMG MKTS SMCAP 97717W281 372 7684 SH SOLE 0 0 0 7684 AT&T INC COM 00206R102 517 18109 SH SOLE 0 0 0 18109 NOVARTIS AG SPONSORED ADR 66987V109 244 2723 SH SOLE 0 0 0 2723 PRUDENTIAL FINL INC COM 744320102 274 3412 SH SOLE 0 0 0 3412 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1147 8329 SH SOLE 0 0 0 8329 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 281 12893 SH SOLE 0 0 0 12893 APPLE INC COM 037833100 6513 48246 SH SOLE 0 0 0 48246 MERCK & CO. INC COM 58933Y105 225 2896 SH SOLE 0 0 0 2896 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 821 3618 SH SOLE 0 0 0 3618 ISHARES TR INTL SEL DIV ETF 464288448 1156 38447 SH SOLE 0 0 0 38447 ISHARES TR MSCI USA QLT FCT 46432F339 15738 135451 SH SOLE 0 0 0 135451 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 1548 9070 SH SOLE 0 0 0 9070 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 866 10465 SH SOLE 0 0 0 10465 VANGUARD INDEX FDS GROWTH ETF 922908736 380 1455 SH SOLE 0 0 0 1455 BOEING CO COM 097023105 437 2175 SH SOLE 0 0 0 2175 SPDR SER TR PORTFOLIO SH TSR 78468R101 13066 425729 SH SOLE 0 0 0 425729 ALPS ETF TR ALERIAN MLP 00162Q452 204 7458 SH SOLE 0 0 0 7458 WORLD GOLD TR SPDR GLD MINIS 98149E204 6048 330862 SH SOLE 0 0 0 330862 PROCTER AND GAMBLE CO COM 742718109 489 3796 SH SOLE 0 0 0 3796 ENTERPRISE PRODS PARTNERS L COM 293792107 242 11469 SH SOLE 0 0 0 11469 TWILIO INC CL A 90138F102 249 642 SH SOLE 0 0 0 642 INTEL CORP COM 458140100 298 5136 SH SOLE 0 0 0 5136 VANECK VECTORS ETF TR PHARMACEUTICAL 92189F692 6707 97686 SH SOLE 0 0 0 97686 WISDOMTREE TR US QTLY DIV GRT 97717X669 2260 41768 SH SOLE 0 0 0 41768 WISDOMTREE TR EM EX ST-OWNED 97717X578 211 4912 SH SOLE 0 0 0 4912 ISHARES TR US HLTHCARE ETF 464287762 319 1259 SH SOLE 0 0 0 1259 ADVISORSHARES TR DOUBLELIN VAL EQ 00768Y818 321 3935 SH SOLE 0 0 0 3935 WALMART INC COM 931142103 669 4754 SH SOLE 0 0 0 4754 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1245 7392 SH SOLE 0 0 0 7392 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 5829 118409 SH SOLE 0 0 0 118409 FREEPORT-MCMORAN INC CL B 35671D857 207 7363 SH SOLE 0 0 0 7363 JPMORGAN CHASE & CO COM 46625H100 254 1897 SH SOLE 0 0 0 1897 ISHARES TR CORE S&P SCP ETF 464287804 1890 18978 SH SOLE 0 0 0 18978 VANECK VECTORS ETF TR SEMICONDUCTOR ET 92189F676 853 3574 SH SOLE 0 0 0 3574 COMCAST CORP NEW CL A 20030N101 242 4728 SH SOLE 0 0 0 4728 ISHARES TR RUS 2000 GRW ETF 464287648 2080 6616 SH SOLE 0 0 0 6616 FIRST TR HIGH YIELD OPPRT 20 COM 33741Q107 1970 99791 SH SOLE 0 0 0 99791 CISCO SYS INC COM 17275R102 300 6550 SH SOLE 0 0 0 6550 VANGUARD WORLD FDS ENERGY ETF 92204A306 1647 29631 SH SOLE 0 0 0 29631 ISHARES TR US HOME CONS ETF 464288752 4743 78158 SH SOLE 0 0 0 78158 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1495 20064 SH SOLE 0 0 0 20064 WISDOMTREE TR YIELD ENHANCD US 97717X511 649 12208 SH SOLE 0 0 0 12208 PGIM HIGH YIELD BOND FUND IN COM 69346H100 499 32888 SH SOLE 0 0 0 32888 WISDOMTREE TR US LARGECAP FUND 97717W588 3559 87192 SH SOLE 0 0 0 87192 BROADCOM INC COM 11135F101 812 1703 SH SOLE 0 0 0 1703 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1873 6400 SH SOLE 0 0 0 6400 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4632 19943 SH SOLE 0 0 0 19943 CHEVRON CORP NEW COM 166764100 297 3414 SH SOLE 0 0 0 3414 ABBVIE INC COM 00287Y109 395 3814 SH SOLE 0 0 0 3814 LEIDOS HOLDINGS INC COM 525327102 801 7571 SH SOLE 0 0 0 7571 INVESCO CURRENCYSHARES SWISS SWISS FRANC 46138R108 433 4275 SH SOLE 0 0 0 4275 VISA INC COM CL A 92826C839 537 2650 SH SOLE 0 0 0 2650 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1601 18316 SH SOLE 0 0 0 18316 ISHARES TR CALIF MUN BD ETF 464288356 230 3656 SH SOLE 0 0 0 3656 ISHARES TR CORE DIV GRWTH 46434V621 3056 67694 SH SOLE 0 0 0 67694 SQUARE INC CL A 852234103 311 1367 SH SOLE 0 0 0 1367 ISHARES TR NASDAQ BIOTECH 464287556 1456 8850 SH SOLE 0 0 0 8850 ISHARES TR IBOXX INV CP ETF 464287242 3186 23560 SH SOLE 0 0 0 23560 PROSHARES TR S&P 500 DV ARIST 74348A467 12992 163317 SH SOLE 0 0 0 163317 VANGUARD INDEX FDS MID CAP ETF 922908629 2568 12073 SH SOLE 0 0 0 12073 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 15463 110087 SH SOLE 0 0 0 110087 ISHARES TR ISHS 5-10YR INVT 464288638 3225 52665 SH SOLE 0 0 0 52665 HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 232 16526 SH SOLE 0 0 0 16526 SPDR SER TR S&P BIOTECH 78464A870 521 3190 SH SOLE 0 0 0 3190 NUVEEN MUN VALUE FD INC COM 670928100 269 23187 SH SOLE 0 0 0 23187 INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 46138E800 679 6915 SH SOLE 0 0 0 6915 NUVEEN CA QUALTY MUN INCOME COM 67066Y105 3604 237410 SH SOLE 0 0 0 237410 VANGUARD INDEX FDS SMALL CP ETF 922908751 319 1550 SH SOLE 0 0 0 1550 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2914 44888 SH SOLE 0 0 0 44888 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 1472 6348 SH SOLE 0 0 0 6348 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 544 6240 SH SOLE 0 0 0 6240 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 286 5117 SH SOLE 0 0 0 5117 FIRST TR VALUE LINE DIVID IN SHS 33734H106 877 24924 SH SOLE 0 0 0 24924 FACEBOOK INC CL A 30303M102 553 2069 SH SOLE 0 0 0 2069 HOME DEPOT INC COM 437076102 474 1740 SH SOLE 0 0 0 1740 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 445 1010 SH SOLE 0 0 0 1010 BERKSHIRE HATHAWAY INC DEL CL A 084670108 350 1 SH SOLE 0 0 0 1 VANGUARD SCOTTSDALE FDS TOTAL CORP BND 92206C573 4606 49735 SH SOLE 0 0 0 49735 ISHARES TR USD INV GRDE ETF 464288620 2522 41311 SH SOLE 0 0 0 41311 VANGUARD WORLD FDS MATERIALS ETF 92204A801 1598 10148 SH SOLE 0 0 0 10148 ADVANCED MICRO DEVICES INC COM 007903107 722 8125 SH SOLE 0 0 0 8125 INVESCO QQQ TR UNIT SER 1 46090E103 1856 5665 SH SOLE 0 0 0 5665 SPDR SER TR PORTFOLIO S&P400 78464A847 326 7690 SH SOLE 0 0 0 7690 LOCKHEED MARTIN CORP COM 539830109 530 1593 SH SOLE 0 0 0 1593 WELLS FARGO CO NEW COM 949746101 222 7211 SH SOLE 0 0 0 7211 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 917 13438 SH SOLE 0 0 0 13438 TESLA INC COM 88160R101 1529 1752 SH SOLE 0 0 0 1752 VERIZON COMMUNICATIONS INC COM 92343V104 443 8136 SH SOLE 0 0 0 8136 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 1682 28016 SH SOLE 0 0 0 28016 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 640 7700 SH SOLE 0 0 0 7700 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 541 10531 SH SOLE 0 0 0 10531 UBER TECHNOLOGIES INC COM 90353T100 364 6450 SH SOLE 0 0 0 6450 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 515 2930 SH SOLE 0 0 0 2930 NVIDIA CORPORATION COM 67066G104 1149 2119 SH SOLE 0 0 0 2119 AMGEN INC COM 031162100 295 1228 SH SOLE 0 0 0 1228 NETFLIX INC COM 64110L106 1369 2497 SH SOLE 0 0 0 2497 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4888 52713 SH SOLE 0 0 0 52713 SUNESIS PHARMACEUTICALS INC COM NEW 867328874 29 10000 SH SOLE 0 0 0 10000 ISHARES TR S&P 500 GRWT ETF 464287309 4983 75724 SH SOLE 0 0 0 75724 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 868 22647 SH SOLE 0 0 0 22647 ISHARES TR MSCI EMG MKT ETF 464287234 397 7150 SH SOLE 0 0 0 7150 RAYTHEON TECHNOLOGIES CORP COM 75513E101 218 3105 SH SOLE 0 0 0 3105 ISHARES TR RUSSELL 2000 ETF 464287655 718 3359 SH SOLE 0 0 0 3359 SPDR GOLD TR GOLD SHS 78463V107 497 2888 SH SOLE 0 0 0 2888 MICROSOFT CORP COM 594918104 8912 37208 SH SOLE 0 0 0 37208 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 1674 13452 SH SOLE 0 0 0 13452 VANGUARD WORLD FDS INF TECH ETF 92204A702 1727 4720 SH SOLE 0 0 0 4720 ISHARES TR RUS 1000 GRW ETF 464287614 1238 4986 SH SOLE 0 0 0 4986 SPDR SER TR PRTFLO S&P500 GW 78464A409 9241 161920 SH SOLE 0 0 0 161920 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 2709 40938 SH SOLE 0 0 0 40938 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 586 5447 SH SOLE 0 0 0 5447