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 464288273 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 46429B689 2123226 31455 SH SOLE 0 0 0 31455 ISHARES TR MSCI USA MMENTM 46432F396 4983294 34546 SH SOLE 0 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 590670 SH SOLE 0 0 0 590670 ISHARES TR CORE US AGGBD ET 464287226 246100 2513 SH SOLE 0 0 0 2513 META PLATFORMS INC CL A 30303M102 367908 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 922042858 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 922020805 16942692 357290 SH SOLE 0 0 0 357290 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 5492805 93638 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 921910733 1046521 13357 SH SOLE 0 0 0 13357 VANGUARD WORLD FD ESG INTL STK ETF 921910725 405707 7639 SH SOLE 0 0 0 7639