0001725394-21-000002.txt : 20210427
0001725394-21-000002.hdr.sgml : 20210427
20210426183848
ACCESSION NUMBER: 0001725394-21-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210427
DATE AS OF CHANGE: 20210426
EFFECTIVENESS DATE: 20210427
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Spectrum Planning & Advisory Services Inc.
CENTRAL INDEX KEY: 0001725394
IRS NUMBER: 464452353
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20527
FILM NUMBER: 21855397
BUSINESS ADDRESS:
STREET 1: 3131 CAMINO DEL RIO NORTH
STREET 2: SUITE 1000
CITY: SAN DIEGO
STATE: CA
ZIP: 92108
BUSINESS PHONE: 6192899670
MAIL ADDRESS:
STREET 1: 3131 CAMINO DEL RIO NORTH
STREET 2: SUITE 1000
CITY: SAN DIEGO
STATE: CA
ZIP: 92108
13F-HR
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0001725394
XXXXXXXX
03-31-2021
03-31-2021
Spectrum Planning & Advisory Services Inc.
3131 CAMINO DEL RIO NORTH
SUITE 1000
SAN DIEGO
CA
92108
13F HOLDINGS REPORT
028-20527
N
JEREMY MARTINSON
CHIEF COMPLIANCE OFFICER
(619) 289-9670
JEREMY MARTINSON
SAN DIEGO
CA
04-26-2021
0
46
97327
false
INFORMATION TABLE
2
13F_Bamboo_Q12021.xml
TELADOC HEALTH INC
COM
87918A105
202
1113
SH
SOLE
0
0
1113
ISHARES TR
ESG AWARE USD CORPORATE BON
46435G193
209
7756
SH
SOLE
0
0
7756
DISNEY WALT CO
COM
254687106
211
1142
SH
SOLE
0
0
1142
GRAYSCALE BITCOIN TRUST BTC COM
COM
389637109
784
15660
SH
SOLE
0
0
15660
ISHARES
BLACKROCK ULTRA SHT TRM BD
46434V878
235
4656
SH
SOLE
0
0
4656
VANGUARD
INF TECH ETF
92204A702
249
694
SH
SOLE
0
0
694
ISHARES
MSCI USA QUALITY FACTOR ETF
46432F339
254
2089
SH
SOLE
0
0
2089
LATTICE STRATEGIES TR
HARTFORD MLT ETF
518416102
294
9895
SH
SOLE
0
0
9895
ISHARES
BLACKROCK SH MATURITY BD ETF
46431W507
296
5888
SH
SOLE
0
0
5888
VANGUARD SPECIALIZED
DIV APP ETF
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341
2320
SH
SOLE
0
0
2320
ISHARES
MSCI USA MIN VOL FACTOR ETF
46429B697
397
5744
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0
0
5744
ISHARES TR
ESG ADVANCED TOTAL USD BD M
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425
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0
8671
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3 7 YR TREAS BD ETF
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431
3322
SH
SOLE
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0
3322
APPLE INC
COM
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441
3607
SH
SOLE
0
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3607
BERKSHIRE HATHAWAY INC
COM CL B
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482
1885
SH
SOLE
0
0
1885
ALNYLAM PHARMACEUTICALS INC
COM
02043Q107
513
3635
SH
SOLE
0
0
3635
CRISPR THERAPEUTICS AG
COM
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570
4675
SH
SOLE
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4675
TESLA
COM
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675
1010
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SOLE
0
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EDITAS MEDICINE INC
COM
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FIRST TRUST EXCHANGE-TRADED FU MUNI HI INCM ETF
MUNI HI INCM ETF
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224
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U.S. MED DVC ETF
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MICROSOFT CORP
COM
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MSCI USA MOMENTUM FACTOR ETF
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SELECT SECTOR SPDR
ENERGY ETF
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WOODWARD INC
COM
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FALN ANGLS USD ETF
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SPDR
PORTFOLI S&P 1500 COMP STK ETF
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COM
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ISHARES
MBS ETF
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AMAZON COM INC
COM
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SH
SOLE
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0
526
ISHARES
10 YR INVST GRD ETF
464289511
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MSCI INFO TECH I ETF
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SCHWAB
US SML CAP ETF
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SCHWAB
5 10YR CORP BD ETF
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MSCI USA VALUE FACTOR ETF
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EAFE GRWTH ETF
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WISDOMTREE TR
EM EX ST-OWNED ETF
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PROSHARES TR
SHORT S&P 500 NE ETF
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EAFE VALUE ETF
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PORTFOLIO S&P 500 ETF
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PORTFOLIO SH TSR ETF
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SPDR
SPDR BLOOMBERG ETF
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US TREAS BD ETF
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ESG AWARE MSCI USA ETF
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