0001085146-22-003368.txt : 20221013 0001085146-22-003368.hdr.sgml : 20221013 20221013070036 ACCESSION NUMBER: 0001085146-22-003368 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221013 DATE AS OF CHANGE: 20221013 EFFECTIVENESS DATE: 20221013 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: 221308059 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 09-30-2022 09-30-2022 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 10-12-2022 0 36 97841 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 423 4424 SH SOLE FRANCIS FINANCIAL 0 0 4424 AMAZON COM INC COM 023135106 927 8203 SH SOLE FRANCIS FINANCIAL 0 0 8203 APPLE INC COM 037833100 1654 11971 SH SOLE FRANCIS FINANCIAL 0 0 11971 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 552 2066 SH SOLE FRANCIS FINANCIAL 0 0 2066 COCA COLA CO COM 191216100 234 4177 SH SOLE FRANCIS FINANCIAL 0 0 4177 CORNING INC COM 219350105 630 21721 SH SOLE FRANCIS FINANCIAL 0 0 21721 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 233 5069 SH SOLE 0 0 5069 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 5111 172596 SH SOLE FRANCIS FINANCIAL 0 0 172596 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 357 7680 SH SOLE FRANCIS FINANCIAL 0 0 7680 DISNEY WALT CO COM 254687106 262 2779 SH SOLE FRANCIS FINANCIAL 0 0 2779 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 754 5926 SH SOLE FRANCIS FINANCIAL 0 0 5926 ISHARES TR CORE S&P SCP ETF 464287804 9995 114633 SH SOLE FRANCIS FINANCIAL 0 0 114633 ISHARES TR CORE S&P500 ETF 464287200 378 1054 SH SOLE FRANCIS FINANCIAL 0 0 1054 ISHARES TR ESG AWRE 1 5 YR 46435G243 923 39313 SH SOLE FRANCIS FINANCIAL 0 0 39313 ISHARES TR MSCI KLD400 SOC 464288570 8015 119674 SH SOLE FRANCIS FINANCIAL 0 0 119674 ISHARES TR PFD AND INCM SEC 464288687 218 6875 SH SOLE 0 0 6875 ISHARES TR RUSSELL 2000 ETF 464287655 668 4050 SH SOLE FRANCIS FINANCIAL 0 0 4050 ISHARES TR RUSSELL 3000 ETF 464287689 475 2292 SH SOLE FRANCIS FINANCIAL 0 0 2292 ISHARES TR S&P 500 VAL ETF 464287408 340 2649 SH SOLE 0 0 2649 MCDONALDS CORP COM 580135101 206 894 SH SOLE FRANCIS FINANCIAL 0 0 894 META PLATFORMS INC CL A 30303M102 8285 61065 SH SOLE FRANCIS FINANCIAL 0 0 61065 MICROSOFT CORP COM 594918104 596 2558 SH SOLE FRANCIS FINANCIAL 0 0 2558 RENT THE RUNWAY INC COM CL A 76010Y103 32 14326 SH SOLE FRANCIS FINANCIAL 0 0 14326 SCHLUMBERGER LTD COM STK 806857108 258 7197 SH SOLE FRANCIS FINANCIAL 0 0 7197 VANGUARD BD INDEX FDS INTERMED TERM 921937819 301 4097 SH SOLE FRANCIS FINANCIAL 0 0 4097 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 271 3803 SH SOLE FRANCIS FINANCIAL 0 0 3803 VANGUARD INDEX FDS GROWTH ETF 922908736 382 1784 SH SOLE FRANCIS FINANCIAL 0 0 1784 VANGUARD INDEX FDS MID CAP ETF 922908629 464 2470 SH SOLE FRANCIS FINANCIAL 0 0 2470 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 37066 112902 SH SOLE FRANCIS FINANCIAL 0 0 112902 VANGUARD INDEX FDS SMALL CP ETF 922908751 431 2523 SH SOLE FRANCIS FINANCIAL 0 0 2523 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 231 5213 SH SOLE FRANCIS FINANCIAL 0 0 5213 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2705 74127 SH SOLE FRANCIS FINANCIAL 0 0 74127 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 215 4654 SH SOLE FRANCIS FINANCIAL 0 0 4654 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 665 18290 SH SOLE FRANCIS FINANCIAL 0 0 18290 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 13034 137376 SH SOLE FRANCIS FINANCIAL 0 0 137376 VANGUARD WORLD FDS INF TECH ETF 92204A702 550 1790 SH SOLE 0 0 1790