0001712533-24-000017.txt : 20241104 0001712533-24-000017.hdr.sgml : 20241104 20241104113627 ACCESSION NUMBER: 0001712533-24-000017 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241104 DATE AS OF CHANGE: 20241104 EFFECTIVENESS DATE: 20241104 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brickley Wealth Management CENTRAL INDEX KEY: 0001712533 ORGANIZATION NAME: 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: 241421583 BUSINESS ADDRESS: STREET 1: 161 W 25TH AVENUE STREET 2: SUITE 204 CITY: SAN MATEO STATE: CA ZIP: 94403-2266 BUSINESS PHONE: 650-638-0111 MAIL ADDRESS: STREET 1: 161 W 25TH AVENUE STREET 2: SUITE 204 CITY: SAN MATEO STATE: CA ZIP: 94403-2266 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001712533 XXXXXXXX 09-30-2024 09-30-2024 Brickley Wealth Management

161 W 25TH AVENUE SUITE 204 SAN MATEO CA 94403-2266

13F HOLDINGS REPORT 028-18201 000287487 801-110453 N Stephen Brickley 650-638-0111 Stephen Brickley San Mateo X1 11-01-2024 0 48 490072891 false INFORMATION TABLE 2 BWM_13F_3q2024.xml ALPHABET INC CAP STK CL C 02079K107 249949 1495 SH SOLE 0 0 0 1495 AMAZON COM INC COM 023135106 293842 1577 SH SOLE 0 0 0 1577 AMERICAN CENTY ETF TR US SML CP VALU 025072877 419397 4371 SH SOLE 0 0 0 4371 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 31495482 445670 SH SOLE 0 0 0 445670 AMERICAN CENTY ETF TR US LARGE CAP VLU 025072349 255157 3876 SH SOLE 0 0 0 3876 APPLE INC COM 037833100 80660028 346180 SH SOLE 0 0 0 346180 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 440929 958 SH SOLE 0 0 0 958 ILLUMINA INC COM 452327109 1025153 7861 SH SOLE 0 0 0 7861 INVESCO QQQ TR UNIT SER 1 46090E103 519795 1065 SH SOLE 0 0 0 1065 ISHARES TR MSCI EAFE ETF 464287465 11875376 141999 SH SOLE 0 0 0 141999 ISHARES TR RUS MD CP GR ETF 464287481 1059246 9031 SH SOLE 0 0 0 9031 ISHARES TR 1 3 YR TREAS BD 464287457 425312 5115 SH SOLE 0 0 0 5115 ISHARES TR 7-10 YR TRSY BD 464287440 657208 6698 SH SOLE 0 0 0 6698 ISHARES TR RUS 1000 GRW ETF 464287614 12618039 33614 SH SOLE 0 0 0 33614 ISHARES TR CORE S&P US VLU 464287663 1127355 11806 SH SOLE 0 0 0 11806 ISHARES TR CORE US AGGBD ET 464287226 255151 2520 SH SOLE 0 0 0 2520 ISHARES TR EAFE SML CP ETF 464288273 445128 6575 SH SOLE 0 0 0 6575 ISHARES TR MSCI USA MIN VOL 46429B697 9727504 106533 SH SOLE 0 0 0 106533 ISHARES TR MSCI EAFE MIN VL 46429B689 2367591 30868 SH SOLE 0 0 0 30868 ISHARES TR CORE MSCI EAFE 46432F842 46576953 596758 SH SOLE 0 0 0 596758 ISHARES TR MSCI INTL MOMENT 46434V449 1639893 40612 SH SOLE 0 0 0 40612 ISHARES TR MSCI USA SMCP MN 46435G433 5220723 127959 SH SOLE 0 0 0 127959 ISHARES TR MSCI USA MMENTM 46432F396 6378471 31458 SH SOLE 0 0 0 31458 KLA CORP COM NEW 482480100 200572 259 SH SOLE 0 0 0 259 LAM RESEARCH CORP COM 512807108 228502 280 SH SOLE 0 0 0 280 LOCKHEED MARTIN CORP COM 539830109 216287 370 SH SOLE 0 0 0 370 META PLATFORMS INC CL A 30303M102 712688 1245 SH SOLE 0 0 0 1245 MICROSOFT CORP COM 594918104 851994 1980 SH SOLE 0 0 0 1980 NVIDIA CORPORATION COM 67066G104 567853 4676 SH SOLE 0 0 0 4676 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1397652 33990 SH SOLE 0 0 0 33990 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 264362 2538 SH SOLE 0 0 0 2538 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 231698 2883 SH SOLE 0 0 0 2883 SPDR S&P 500 ETF TR TR UNIT 78462F103 22480491 39181 SH SOLE 0 0 0 39181 VANGUARD INDEX FDS TOTAL STK MKT 922908769 933813 3298 SH SOLE 0 0 0 3298 VANGUARD INDEX FDS VALUE ETF 922908744 110343049 632085 SH SOLE 0 0 0 632085 VANGUARD INDEX FDS SM CP VAL ETF 922908611 23601744 117550 SH SOLE 0 0 0 117550 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 234977 2412 SH SOLE 0 0 0 2412 VANGUARD INDEX FDS SMALL CP ETF 922908751 2431361 10250 SH SOLE 0 0 0 10250 VANGUARD INDEX FDS GROWTH ETF 922908736 44536124 116001 SH SOLE 0 0 0 116001 VANGUARD INDEX FDS SML CP GRW ETF 922908595 25676038 96032 SH SOLE 0 0 0 96032 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7866573 46917 SH SOLE 0 0 0 46917 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 828799 6924 SH SOLE 0 0 0 6924 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2786637 58237 SH SOLE 0 0 0 58237 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 18478479 374741 SH SOLE 0 0 0 374741 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 7484588 123876 SH SOLE 0 0 0 123876 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 236552 4008 SH SOLE 0 0 0 4008 VANGUARD WORLD FD ESG US STK ETF 921910733 1282315 12615 SH SOLE 0 0 0 12615 VANGUARD WORLD FD ESG INTL STK ETF 921910725 466061 7577 SH SOLE 0 0 0 7577