0001712533-21-000006.txt : 20210727 0001712533-21-000006.hdr.sgml : 20210727 20210727140416 ACCESSION NUMBER: 0001712533-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210727 DATE AS OF CHANGE: 20210727 EFFECTIVENESS DATE: 20210727 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brickley Wealth Management CENTRAL INDEX KEY: 0001712533 IRS NUMBER: 821096907 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18201 FILM NUMBER: 211117433 BUSINESS ADDRESS: STREET 1: 1900 O'FARRELL STREET SUITE 330 CITY: SAN MATEO STATE: CA ZIP: 94403 BUSINESS PHONE: 650-638-0111 MAIL ADDRESS: STREET 1: 1900 O'FARRELL STREET SUITE 330 CITY: SAN MATEO STATE: CA ZIP: 94403 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001712533 XXXXXXXX 06-30-2021 06-30-2021 Brickley Wealth Management
1900 O'FARRELL STREET SUITE 330 SAN MATEO CA 94403
13F HOLDINGS REPORT 028-18201 N
Lisa M Marsden LISA M MARSDEN 9548259890 Lisa M Marsden Coral Springs X1 07-27-2021 0 43 395641 false
INFORMATION TABLE 2 Q22021bwm.xml ISHARES TR RUS 1000 GRW ETF 464287614 21245 78256 SH SOLE 0 0 0 78256 ISHARES TR RUSSELL 3000 ETF 464287689 372 1454 SH SOLE 0 0 0 1454 SPDR S&P 500 ETF TR TR UNIT 78462F103 11368 26558 SH SOLE 0 0 0 26558 AMAZON COM INC COM 023135106 406 118 SH SOLE 0 0 0 118 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 215 774 SH SOLE 0 0 0 774 INVESCO QQQ TR UNIT SER 1 46090E103 2229 6290 SH SOLE 0 0 0 6290 INTEL CORP COM 458140100 294 5244 SH SOLE 0 0 0 5244 DISNEY WALT CO COM 254687106 215 1223 SH SOLE 0 0 0 1223 JOHNSON & JOHNSON COM 478160104 291 1769 SH SOLE 0 0 0 1769 ISHARES TR MSCI EAFE ETF 464287465 11331 143646 SH SOLE 0 0 0 143646 MICROSOFT CORP COM 594918104 738 2724 SH SOLE 0 0 0 2724 ISHARES TR RUS MD CP GR ETF 464287481 1480 13078 SH SOLE 0 0 0 13078 HOME DEPOT INC COM 437076102 265 830 SH SOLE 0 0 0 830 APPLE INC COM 037833100 31393 229209 SH SOLE 0 0 0 229209 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3174 58442 SH SOLE 0 0 0 58442 ISHARES TR CORE US AGGBD ET 464287226 270 2343 SH SOLE 0 0 0 2343 ILLUMINA INC COM 452327109 3024 6390 SH SOLE 0 0 0 6390 ALPHABET INC CAP STK CL A 02079K305 239 98 SH SOLE 0 0 0 98 VANGUARD INDEX FDS VALUE ETF 922908744 82953 603472 SH SOLE 0 0 0 603472 VANGUARD INDEX FDS SM CP VAL ETF 922908611 12716 73223 SH SOLE 0 0 0 73223 VANGUARD INDEX FDS SMALL CP ETF 922908751 2978 13217 SH SOLE 0 0 0 13217 VANGUARD INDEX FDS GROWTH ETF 922908736 26177 91269 SH SOLE 0 0 0 91269 VANGUARD INDEX FDS SML CP GRW ETF 922908595 15121 52180 SH SOLE 0 0 0 52180 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7082 50404 SH SOLE 0 0 0 50404 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 33155 403544 SH SOLE 0 0 0 403544 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6270 69696 SH SOLE 0 0 0 69696 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 271 1986 SH SOLE 0 0 0 1986 ISHARES TR EAFE SML CP ETF 464288273 19723 265956 SH SOLE 0 0 0 265956 ISHARES TR MSCI ACWI EX US 464288240 249 4329 SH SOLE 0 0 0 4329 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 364 3515 SH SOLE 0 0 0 3515 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 5440 101929 SH SOLE 0 0 0 101929 TESLA INC COM 88160R101 539 793 SH SOLE 0 0 0 793 ISHARES TR MSCI USA MIN VOL 46429B697 9778 132829 SH SOLE 0 0 0 132829 ISHARES TR MSCI EAFE MIN VL 46429B689 2777 36765 SH SOLE 0 0 0 36765 FACEBOOK INC CL A 30303M102 382 1098 SH SOLE 0 0 0 1098 ISHARES TR CORE MSCI EAFE 46432F842 25993 347216 SH SOLE 0 0 0 347216 ISHARES TR MSCI USA MMENTM 46432F396 5666 32669 SH SOLE 0 0 0 32669 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 41039 718723 SH SOLE 0 0 0 718723 ISHARES TR MSCI INTL MOMENT 46434V449 1699 43936 SH SOLE 0 0 0 43936 ISHARES TR MSCI USA SMCP MN 46435G433 5349 140607 SH SOLE 0 0 0 140607 VANGUARD WORLD FD ESG US STK ETF 921910733 1011 12642 SH SOLE 0 0 0 12642 VANGUARD WORLD FD ESG INTL STK ETF 921910725 360 5606 SH SOLE 0 0 0 5606