0001712533-22-000003.txt : 20220425 0001712533-22-000003.hdr.sgml : 20220425 20220425160138 ACCESSION NUMBER: 0001712533-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220425 DATE AS OF CHANGE: 20220425 EFFECTIVENESS DATE: 20220425 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: 22849665 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 03-31-2022 03-31-2022 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 04-18-2022 0 46 374923 false
INFORMATION TABLE 2 BWM_13F_1q2022.xml ALPHABET INC CAP STK CL A 02079K305 306 110 SH SOLE 0 0 0 110 ALPHABET INC CAP STK CL C 02079K107 240 86 SH SOLE 0 0 0 86 AMAZON COM INC COM 023135106 443 136 SH SOLE 0 0 0 136 AMERICAN CENTY ETF TR US SML CP VALU 025072877 246 3086 SH SOLE 0 0 0 3086 APPLE INC COM 037833100 40062 229438 SH SOLE 0 0 0 229438 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 314 889 SH SOLE 0 0 0 889 BK OF AMERICA CORP COM 060505104 200 4860 SH SOLE 0 0 0 4860 FACEBOOK INC CL A 30303M102 251 1130 SH SOLE 0 0 0 1130 HOME DEPOT INC COM 437076102 271 906 SH SOLE 0 0 0 906 ILLUMINA INC COM 452327109 2212 6331 SH SOLE 0 0 0 6331 INVESCO QQQ TR UNIT SER 1 46090E103 2305 6358 SH SOLE 0 0 0 6358 ISHARES TR RUS 1000 GRW ETF 464287614 18668 67242 SH SOLE 0 0 0 67242 ISHARES TR RUSSELL 3000 ETF 464287689 286 1090 SH SOLE 0 0 0 1090 ISHARES TR CORE S&P US VLU 464287663 467 6149 SH SOLE 0 0 0 6149 ISHARES TR CORE S&P US GWT 464287671 793 7503 SH SOLE 0 0 0 7503 ISHARES TR MSCI EAFE ETF 464287465 10561 143494 SH SOLE 0 0 0 143494 ISHARES TR RUS MD CP GR ETF 464287481 1128 11219 SH SOLE 0 0 0 11219 ISHARES TR CORE US AGGBD ET 464287226 282 2631 SH SOLE 0 0 0 2631 ISHARES TR CORE MSCI EAFE 46432F842 40286 579573 SH SOLE 0 0 0 579573 ISHARES TR MSCI USA MIN VOL 46429B697 9566 123326 SH SOLE 0 0 0 123326 ISHARES TR MSCI EAFE MIN VL 46429B689 2335 32373 SH SOLE 0 0 0 32373 ISHARES TR EAFE SML CP ETF 464288273 22377 337306 SH SOLE 0 0 0 337306 ISHARES TR MSCI USA MMENTM 46432F396 5362 31867 SH SOLE 0 0 0 31867 ISHARES TR MSCI INTL MOMENT 46434V449 1402 39551 SH SOLE 0 0 0 39551 ISHARES TR MSCI USA SMCP MN 46435G433 5053 135907 SH SOLE 0 0 0 135907 JOHNSON & JOHNSON COM 478160104 346 1950 SH SOLE 0 0 0 1950 MATSON INC COM 57686G105 242 2003 SH SOLE 0 0 0 2003 MICROSOFT CORP COM 594918104 1301 4221 SH SOLE 0 0 0 4221 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 411 11186 SH SOLE 0 0 0 11186 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 593 15617 SH SOLE 0 0 0 15617 SPDR S&P 500 ETF TR TR UNIT 78462F103 12036 26649 SH SOLE 0 0 0 26649 TESLA INC COM 88160R101 935 868 SH SOLE 0 0 0 868 VANGUARD INDEX FDS SML CP GRW ETF 922908595 15978 64393 SH SOLE 0 0 0 64393 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7244 48398 SH SOLE 0 0 0 48398 VANGUARD INDEX FDS VALUE ETF 922908744 89798 607647 SH SOLE 0 0 0 607647 VANGUARD INDEX FDS SM CP VAL ETF 922908611 21046 119621 SH SOLE 0 0 0 119621 VANGUARD INDEX FDS SMALL CP ETF 922908751 2577 12124 SH SOLE 0 0 0 12124 VANGUARD INDEX FDS GROWTH ETF 922908736 27569 95858 SH SOLE 0 0 0 95858 VANGUARD INDEX FDS TOTAL STK MKT 922908769 237 1040 SH SOLE 0 0 0 1040 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2708 58703 SH SOLE 0 0 0 58703 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 415 4094 SH SOLE 0 0 0 4094 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 17055 333045 SH SOLE 0 0 0 333045 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 7627 121239 SH SOLE 0 0 0 121239 VANGUARD WORLD FD ESG US STK ETF 921910733 1055 13018 SH SOLE 0 0 0 13018 VANGUARD WORLD FD ESG INTL STK ETF 921910725 334 5835 SH SOLE 0 0 0 5835