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