0001085146-22-003201.txt : 20220908 0001085146-22-003201.hdr.sgml : 20220908 20220908131224 ACCESSION NUMBER: 0001085146-22-003201 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220908 DATE AS OF CHANGE: 20220908 EFFECTIVENESS DATE: 20220908 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Francis Financial, Inc. CENTRAL INDEX KEY: 0001727514 IRS NUMBER: 200247051 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18221 FILM NUMBER: 221233211 BUSINESS ADDRESS: BUSINESS PHONE: 2123749008 MAIL ADDRESS: STREET 1: 39 BROADWAY STREET 2: SUITE 1730 CITY: NEW YORK STATE: NY ZIP: 10006 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001727514 XXXXXXXX 06-30-2022 06-30-2022 false Francis Financial, Inc.

39 BROADWAY SUITE 1730 NEW YORK NY 10006

13F HOLDINGS REPORT 028-18221 N Avani Ramnani 212-374-9008 /s/Avani Ramnani New York NY 09-08-2022 0 39 112963 INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 476 4424 SH SOLE 0 0 4424 AMAZON COM INC COM 023135106 957 7903 SH SOLE 0 0 7903 APPLE INC COM 037833100 1837 12011 SH SOLE 0 0 12011 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 638 2216 SH SOLE 0 0 2216 CORNING INC COM 219350105 749 21721 SH SOLE 0 0 21721 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 204 4337 SH SOLE 0 0 4337 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 5620 171861 SH SOLE 0 0 171861 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 391 7679 SH SOLE 0 0 7679 DISNEY WALT CO COM 254687106 285 2779 SH SOLE 0 0 2779 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 830 5898 SH SOLE 0 0 5898 ISHARES INC ESG AWR MSCI EM 46434G863 845 26548 SH SOLE 0 0 26548 ISHARES TR CORE S&P SCP ETF 464287804 11399 116624 SH SOLE 0 0 116624 ISHARES TR CORE S&P500 ETF 464287200 534 1343 SH SOLE 0 0 1343 ISHARES TR CORE US AGGBD ET 464287226 650 6313 SH SOLE 0 0 6313 ISHARES TR ESG AWRE 1 5 YR 46435G243 952 39313 SH SOLE 0 0 39313 ISHARES TR ISHS 1-5YR INVS 464288646 368 7246 SH SOLE 0 0 7246 ISHARES TR MSCI KLD400 SOC 464288570 7320 97763 SH SOLE 0 0 97763 ISHARES TR PFD AND INCM SEC 464288687 233 6875 SH SOLE 0 0 6875 ISHARES TR RUSSELL 2000 ETF 464287655 830 4602 SH SOLE 0 0 4602 ISHARES TR RUSSELL 3000 ETF 464287689 524 2292 SH SOLE 0 0 2292 ISHARES TR S&P 500 VAL ETF 464287408 388 2735 SH SOLE 0 0 2735 MCDONALDS CORP COM 580135101 224 894 SH SOLE 0 0 894 META PLATFORMS INC CL A 30303M102 10235 61415 SH SOLE 0 0 61415 MICROSOFT CORP COM 594918104 620 2396 SH SOLE 0 0 2396 RENT THE RUNWAY INC COM CL A 76010Y103 60 14326 SH SOLE 0 0 14326 SCHLUMBERGER LTD COM STK 806857108 260 7197 SH SOLE 0 0 7197 VANGUARD BD INDEX FDS INTERMED TERM 921937819 358 4536 SH SOLE 0 0 4536 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 421 5530 SH SOLE 0 0 5530 VANGUARD INDEX FDS GROWTH ETF 922908736 426 1784 SH SOLE 0 0 1784 VANGUARD INDEX FDS LARGE CAP ETF 922908637 231 1276 SH SOLE 0 0 1276 VANGUARD INDEX FDS MID CAP ETF 922908629 535 2581 SH SOLE 0 0 2581 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 35877 98669 SH SOLE 0 0 98669 VANGUARD INDEX FDS SMALL CP ETF 922908751 486 2596 SH SOLE 0 0 2596 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 269 5326 SH SOLE 0 0 5326 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 11566 282316 SH SOLE 0 0 282316 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 360 6677 SH SOLE 0 0 6677 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 800 19151 SH SOLE 0 0 19151 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 13744 132103 SH SOLE 0 0 132103 VANGUARD WORLD FDS INF TECH ETF 92204A702 461 1315 SH SOLE 0 0 1315