0001712533-23-000009.txt : 20230711
0001712533-23-000009.hdr.sgml : 20230711
20230711085539
ACCESSION NUMBER: 0001712533-23-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230711
DATE AS OF CHANGE: 20230711
EFFECTIVENESS DATE: 20230711
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: 231081269
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
X0202
13F-HR
LIVE
false
true
false
0001712533
XXXXXXXX
06-30-2023
06-30-2023
Brickley Wealth Management
1900 O'FARRELL STREET SUITE 330
SAN MATEO
CA
94403
13F HOLDINGS REPORT
028-18201
000287487
801-110453
N
Stephen Brickley
Stephen Brickley
650-638-0111
Stephen Brickley
San Mateo
X1
07-11-2023
0
41
395862274
false
INFORMATION TABLE
2
BrickleyWealthMgmt_13f.xml
AMAZON COM INC
COM
023135106
218483
1676
SH
SOLE
0
0
0
1676
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
250913
3233
SH
SOLE
0
0
0
3233
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
25380608
440942
SH
SOLE
0
0
0
440942
APPLE INC
COM
037833100
56936282
293531
SH
SOLE
0
0
0
293531
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
325314
954
SH
SOLE
0
0
0
954
ILLUMINA INC
COM
452327109
1190374
6349
SH
SOLE
0
0
0
6349
INVESCO QQQ TR
UNIT SER 1
46090E103
4525026
12249
SH
SOLE
0
0
0
12249
ISHARES TR
MSCI EAFE ETF
464287465
10358003
142869
SH
SOLE
0
0
0
142869
ISHARES TR
RUS MD CP GR ETF
464287481
942046
9749
SH
SOLE
0
0
0
9749
ISHARES TR
1 3 YR TREAS BD
464287457
304861
3760
SH
SOLE
0
0
0
3760
ISHARES TR
7-10 YR TRSY BD
464287440
1068299
11059
SH
SOLE
0
0
0
11059
ISHARES TR
RUS 1000 GRW ETF
464287614
11839631
43025
SH
SOLE
0
0
0
43025
ISHARES TR
CORE S&P US VLU
464287663
245971
3143
SH
SOLE
0
0
0
3143
ISHARES TR
EAFE SML CP ETF
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356770
6049
SH
SOLE
0
0
0
6049
ISHARES TR
MSCI USA MIN VOL
46429B697
8501103
114370
SH
SOLE
0
0
0
114370
ISHARES TR
MSCI EAFE MIN VL
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2123226
31455
SH
SOLE
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0
0
31455
ISHARES TR
MSCI USA MMENTM
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34546
SH
SOLE
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0
0
34546
ISHARES TR
MSCI INTL MOMENT
46434V449
1514402
45615
SH
SOLE
0
0
0
45615
ISHARES TR
MSCI USA SMCP MN
46435G433
4406965
128558
SH
SOLE
0
0
0
128558
ISHARES TR
CORE MSCI EAFE
46432F842
39870243
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SH
SOLE
0
0
0
590670
ISHARES TR
CORE US AGGBD ET
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246100
2513
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SOLE
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META PLATFORMS INC
CL A
30303M102
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1282
SH
SOLE
0
0
0
1282
MICROSOFT CORP
COM
594918104
997101
2928
SH
SOLE
0
0
0
2928
NVIDIA CORPORATION
COM
67066G104
216163
511
SH
SOLE
0
0
0
511
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
1003604
28152
SH
SOLE
0
0
0
28152
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
206829
2760
SH
SOLE
0
0
0
2760
SPDR S&P 500 ETF TR
TR UNIT
78462F103
17174440
38744
SH
SOLE
0
0
0
38744
VANGUARD INDEX FDS
VALUE ETF
922908744
89581416
630411
SH
SOLE
0
0
0
630411
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
19376673
117150
SH
SOLE
0
0
0
117150
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2200839
11066
SH
SOLE
0
0
0
11066
VANGUARD INDEX FDS
GROWTH ETF
922908736
33076229
116894
SH
SOLE
0
0
0
116894
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
21794016
94864
SH
SOLE
0
0
0
94864
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
6583429
47575
SH
SOLE
0
0
0
47575
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
221846
1007
SH
SOLE
0
0
0
1007
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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2361889
58060
SH
SOLE
0
0
0
58060
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
987040
10178
SH
SOLE
0
0
0
10178
VANGUARD MALVERN FDS
STRM INFPROIDX
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16942692
357290
SH
SOLE
0
0
0
357290
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
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SH
SOLE
0
0
0
93638
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
237213
4109
SH
SOLE
0
0
0
4109
VANGUARD WORLD FD
ESG US STK ETF
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1046521
13357
SH
SOLE
0
0
0
13357
VANGUARD WORLD FD
ESG INTL STK ETF
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405707
7639
SH
SOLE
0
0
0
7639