0001712533-22-000002.txt : 20220125 0001712533-22-000002.hdr.sgml : 20220125 20220125155738 ACCESSION NUMBER: 0001712533-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220125 DATE AS OF CHANGE: 20220125 EFFECTIVENESS DATE: 20220125 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: 22553893 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 12-31-2021 12-31-2021 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 01-25-2022 0 51 469137 false
INFORMATION TABLE 2 q13fbwm.xml ALPHABET INC CAP STK CL A 02079K305 333 115 SH SOLE 0 0 0 115 ALPHABET INC CAP STK CL C 02079K107 246 85 SH SOLE 0 0 0 85 AMAZON COM INC COM 023135106 470 141 SH SOLE 0 0 0 141 APPLE INC COM 037833100 40836 229973 SH SOLE 0 0 0 229973 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 266 889 SH SOLE 0 0 0 889 BK OF AMERICA CORP COM 060505104 214 4799 SH SOLE 0 0 0 4799 DISNEY WALT CO COM 254687106 209 1349 SH SOLE 0 0 0 1349 FACEBOOK INC CL A 30303M102 414 1230 SH SOLE 0 0 0 1230 HOME DEPOT INC COM 437076102 370 891 SH SOLE 0 0 0 891 ILLUMINA INC COM 452327109 2429 6386 SH SOLE 0 0 0 6386 INTEL CORP COM 458140100 219 4250 SH SOLE 0 0 0 4250 INVESCO QQQ TR UNIT SER 1 46090E103 2546 6400 SH SOLE 0 0 0 6400 ISHARES TR RUS 1000 GRW ETF 464287614 21904 71677 SH SOLE 0 0 0 71677 ISHARES TR RUSSELL 3000 ETF 464287689 385 1387 SH SOLE 0 0 0 1387 ISHARES TR CORE S&P US VLU 464287663 376 4931 SH SOLE 0 0 0 4931 ISHARES TR RUS MD CP GR ETF 464287481 1303 11307 SH SOLE 0 0 0 11307 ISHARES TR MSCI EAFE ETF 464287465 11290 143494 SH SOLE 0 0 0 143494 ISHARES TR CORE US AGGBD ET 464287226 337 2957 SH SOLE 0 0 0 2957 ISHARES TR SHORT TREAS BD 464288679 214 1940 SH SOLE 0 0 0 1940 ISHARES TR EAFE SML CP ETF 464288273 24867 340221 SH SOLE 0 0 0 340221 ISHARES TR MSCI ACWI EX US 464288240 258 4648 SH SOLE 0 0 0 4648 ISHARES TR CORE MSCI EAFE 46432F842 43528 583176 SH SOLE 0 0 0 583176 ISHARES TR MSCI USA MMENTM 46432F396 5808 31946 SH SOLE 0 0 0 31946 ISHARES TR MSCI INTL MOMENT 46434V449 1629 42827 SH SOLE 0 0 0 42827 ISHARES TR MSCI USA SMCP MN 46435G433 5364 137232 SH SOLE 0 0 0 137232 ISHARES TR MSCI USA MIN VOL 46429B697 10195 126021 SH SOLE 0 0 0 126021 ISHARES TR MSCI EAFE MIN VL 46429B689 2609 33987 SH SOLE 0 0 0 33987 JOHNSON & JOHNSON COM 478160104 333 1947 SH SOLE 0 0 0 1947 JPMORGAN CHASE & CO COM 46625H100 203 1279 SH SOLE 0 0 0 1279 LAM RESEARCH CORP COM 512807108 203 282 SH SOLE 0 0 0 282 MICROSOFT CORP COM 594918104 1056 3140 SH SOLE 0 0 0 3140 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 434 11156 SH SOLE 0 0 0 11156 SPDR S&P 500 ETF TR TR UNIT 78462F103 12657 26649 SH SOLE 0 0 0 26649 TESLA INC COM 88160R101 924 874 SH SOLE 0 0 0 874 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 34271 423987 SH SOLE 0 0 0 423987 VANGUARD BD INDEX FDS INTERMED TERM 921937819 7018 80092 SH SOLE 0 0 0 80092 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 48203 873868 SH SOLE 0 0 0 873868 VANGUARD INDEX FDS VALUE ETF 922908744 91603 622682 SH SOLE 0 0 0 622682 VANGUARD INDEX FDS SM CP VAL ETF 922908611 21791 121839 SH SOLE 0 0 0 121839 VANGUARD INDEX FDS SMALL CP ETF 922908751 2899 12825 SH SOLE 0 0 0 12825 VANGUARD INDEX FDS GROWTH ETF 922908736 32079 99966 SH SOLE 0 0 0 99966 VANGUARD INDEX FDS SML CP GRW ETF 922908595 18307 64967 SH SOLE 0 0 0 64967 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7340 48826 SH SOLE 0 0 0 48826 VANGUARD INDEX FDS TOTAL STK MKT 922908769 256 1059 SH SOLE 0 0 0 1059 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2903 58686 SH SOLE 0 0 0 58686 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 205 1527 SH SOLE 0 0 0 1527 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 421 3919 SH SOLE 0 0 0 3919 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 5958 112764 SH SOLE 0 0 0 112764 VANGUARD WORLD FD ESG US STK ETF 921910733 1111 12642 SH SOLE 0 0 0 12642 VANGUARD WORLD FD ESG INTL STK ETF 921910725 343 5527 SH SOLE 0 0 0 5527