0001085146-23-002035.txt : 20230504 0001085146-23-002035.hdr.sgml : 20230504 20230503213034 ACCESSION NUMBER: 0001085146-23-002035 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230504 DATE AS OF CHANGE: 20230503 EFFECTIVENESS DATE: 20230504 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: 23886113 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 X0202 13F-HR LIVE false false false 0001727514 XXXXXXXX 03-31-2023 03-31-2023 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 05-03-2023 0 44 147570884 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 671767 6476 SH SOLE 0 0 6476 AMAZON COM INC COM 023135106 BBG001S5PQL7 857041 8297 SH SOLE 0 0 8297 APPLE INC COM 037833100 BBG001S5N8V8 2296444 13926 SH SOLE 0 0 13926 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 547450 1773 SH SOLE 0 0 1773 COCA COLA CO COM 191216100 BBG001S5SMQ8 276406 4456 SH SOLE 0 0 4456 CORNING INC COM 219350105 BBG001S5RLH1 773444 21923 SH SOLE 0 0 21923 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 BBG01B92W7S9 1256935 42052 SH SOLE 0 0 42052 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 BBG01B92VTS2 4130362 137450 SH SOLE 0 0 137450 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 628582 23324 SH SOLE 0 0 23324 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 BBG01254JDW6 1077567 23094 SH SOLE 0 0 23094 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 BBG0177CTQC7 5172012 154481 SH SOLE 0 0 154481 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 BBG011DXXVM0 404740 7680 SH SOLE 0 0 7680 DISNEY WALT CO COM 254687106 BBG001S5QHF3 237509 2372 SH SOLE 0 0 2372 HOME DEPOT INC COM 437076102 BBG001S5RTW7 221317 750 SH SOLE 0 0 750 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 864814 5980 SH SOLE 0 0 5980 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 9361805 96813 SH SOLE 0 0 96813 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 487326 1185 SH SOLE 0 0 1185 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 1306542 38439 SH SOLE 0 0 38439 ISHARES TR ESG AWRE 1 5 YR 46435G243 BBG00H4BFM35 9747381 405128 SH SOLE 0 0 405128 ISHARES TR MSCI KLD400 SOC 464288570 BBG001SRYH02 9840996 126183 SH SOLE 0 0 126183 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 410515 2301 SH SOLE 0 0 2301 ISHARES TR RUSSELL 3000 ETF 464287689 BBG001SFC7Z6 532498 2262 SH SOLE 0 0 2262 ISHARES TR S&P 500 VAL ETF 464287408 BBG001S561K4 380708 2509 SH SOLE 0 0 2509 ISHARES TR USD GRN BOND ETF 46435U440 BBG00MK1NQ85 8002342 169935 SH SOLE 0 0 169935 MCDONALDS CORP COM 580135101 BBG001S5T110 282966 1012 SH SOLE 0 0 1012 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 671397 3168 SH SOLE 0 0 3168 MICROSOFT CORP COM 594918104 BBG001S5TD05 958205 3324 SH SOLE 0 0 3324 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 BBG00FJ5GY57 3164750 56777 SH SOLE 0 0 56777 RENT THE RUNWAY INC COM CL A 76010Y103 BBG001V0FB29 41391 14523 SH SOLE 0 0 14523 SCHLUMBERGER LTD COM STK 806857108 BBG001S5W4C8 353373 7197 SH SOLE 0 0 7197 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 741406 1811 SH SOLE 0 0 1811 STARBUCKS CORP COM 855244109 BBG001S72KH6 219222 2105 SH SOLE 0 0 2105 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 10252614 133602 SH SOLE 0 0 133602 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 3882035 15563 SH SOLE 0 0 15563 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 520973 2470 SH SOLE 0 0 2470 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 47308982 125798 SH SOLE 0 0 125798 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 452101 2385 SH SOLE 0 0 2385 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 362866 1778 SH SOLE 0 0 1778 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 BBG001SP7T00 210556 3938 SH SOLE 0 0 3938 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 2238233 55402 SH SOLE 0 0 55402 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 239515 1555 SH SOLE 0 0 1555 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 749280 16588 SH SOLE 0 0 16588 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 14936488 141578 SH SOLE 0 0 141578 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 498028 1292 SH SOLE 0 0 1292