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