0001731601-18-000005.txt : 20181115
0001731601-18-000005.hdr.sgml : 20181115
20181115155247
ACCESSION NUMBER: 0001731601-18-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181115
DATE AS OF CHANGE: 20181115
EFFECTIVENESS DATE: 20181115
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: APCM Wealth Management for Individuals
CENTRAL INDEX KEY: 0001731601
IRS NUMBER: 464693452
STATE OF INCORPORATION: AK
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18641
FILM NUMBER: 181187225
BUSINESS ADDRESS:
STREET 1: 900 W 5TH AVENUE
STREET 2: SUITE 600
CITY: ANCHORAGE
STATE: AK
ZIP: 99517
BUSINESS PHONE: 9072727575
MAIL ADDRESS:
STREET 1: 900 W 5TH AVENUE
STREET 2: SUITE 600
CITY: ANCHORAGE
STATE: AK
ZIP: 99517
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
true
0001731601
XXXXXXXX
09-30-2018
09-30-2018
APCM Wealth Management for Individuals
900 W 5TH AVENUE
SUITE 600
ANCHORAGE
AK
99517
13F HOLDINGS REPORT
028-18641
N
Julee Farley
CCO
9073609739
Julee Farley
Anchorage
AK
11-15-2018
0
53
332411
false
INFORMATION TABLE
2
093018awmi.xml
AWMI HOLDINGS 13F 093018
APPLE COMPUTER
COM
037833100
3036
13451
SH
SOLE
13451
0
0
AT&T CORP COM
COM
00206R102
241
7192
SH
SOLE
7192
0
0
BECTON DICKINSON & CO COM
COM
758871099
493
1892
SH
SOLE
1892
0
0
BERKSHIRE HATHAWAY CLA100 SHS=1 WHOLE SH
COM
084990175
1600
500
SH
SOLE
500
0
0
BERKSHIRE HATHAWAY-BLK CEDEA
COM
084670702
574
2683
SH
SOLE
2683
0
0
BIO-TECHNE CORP
COM
09073M104
408
2000
SH
SOLE
2000
0
0
BOEING CO COM
COM
970231056
440
1183
SH
SOLE
1183
0
0
EXXON MOBIL CORP
COM
30231G102
348
4094
SH
SOLE
4094
0
0
FIDELITY CONTRAFUND
COM
316071109
143
10218
SH
SOLE
10218
0
0
FLEXSHAR STX GLOBAL BROAD INF ETF
COM
33939L795
10665
228716
SH
SOLE
228716
0
0
FLEXSHARES QUAL DIV ETF
COM
33939L860
14606
308604
SH
SOLE
308604
0
0
FUTURENET INC
COM
36114r107
0
15000
SH
SOLE
15000
0
0
Goldman Sachs Exchange Place LP
COM
186821000
7784
47663
SH
SOLE
47663
0
0
INTERNATIONAL BUS MACH COM
COM
459200101
217
1439
SH
SOLE
1439
0
0
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODIT
COM
46090F100
11036
587966
SH
SOLE
587966
0
0
ISHARES CORE S&P MIDCAP 400 ETF
COM
464287507
23994
119206
SH
SOLE
119206
0
0
ISHARES ETF CORE MSCI EAFE
COM
46432F842
36057
562699
SH
SOLE
562699
0
0
ISHARES ETF CORE MSCI EMERGING MKTS
COM
46434G103
15738
303951
SH
SOLE
303951
0
0
ISHARES S&P NAT AMT-FREE MUNICIPAL ETF
COM
464288414
19839
183797
SH
SOLE
183797
0
0
ISHARES S&P SMALLCAP 600 INDEX ETF
COM
464287804
12790
146609
SH
SOLE
146609
0
0
ISHARES SELECT DIVIDEND ETF
COM
464287168
576
5775
SH
SOLE
5775
0
0
ISHARES SHORT TREASURY BOND ETF
COM
464288679
15482
140187
SH
SOLE
140187
0
0
JACOBS ENGINEERING GROUP
COM
469814107
390
5106
SH
SOLE
5106
0
0
LITMAN GREGORY MASTERS ALT STRAT INST
COM
53700T801
149
12892
SH
SOLE
12892
0
0
LITMAN GREGORY MASTERS EQTY FD INST
COM
53700T108
224
10979
SH
SOLE
10979
0
0
MARATHON PETE CORP
COM
56585A102
261
3268
SH
SOLE
3268
0
0
MCDONALDS CORP COM
COM
580135101
424
2535
SH
SOLE
2535
0
0
MICROSOFT CORP
COM
594918104
408
3574
SH
SOLE
3574
0
0
PEPSICO INC COM
COM
713448108
300
2686
SH
SOLE
2686
0
0
PFIZER INC COM
COM
717081103
691
15700
SH
SOLE
15700
0
0
SCH US TIPS ETF
COM
808524870
205
3806
SH
SOLE
3806
0
0
SCHWAB EMERGING MARKETS EQUITY ETF
COM
808524706
793
30876
SH
SOLE
30876
0
0
SCHWAB INTL EQUITY ETF
COM
808524805
1775
52957
SH
SOLE
52957
0
0
SCHWAB US AGGREGATE BOND ETF
COM
808524839
3529
70238
SH
SOLE
70238
0
0
SCHWAB US BROAD MARKET ETF
COM
808524102
6105
86744
SH
SOLE
86744
0
0
SCHWAB US REIT ETF
COM
808524847
603
14450
SH
SOLE
14450
0
0
SHIRE PLC F ADR 1 ADR REPS 3 ORD SHS
COM
82481R106
393
2170
SH
SOLE
2170
0
0
SPDR BARCLAYS CAPITAL ST MUNI ETF
COM
78468R739
22824
478606
SH
SOLE
478606
0
0
SPDR S&P 500 ETF
COM
78462F103
51050
175600
SH
SOLE
175600
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
COM
921943858
270
6257
SH
SOLE
6257
0
0
VANGUARD FTSE EMERGING MARKETS ETF
COM
922042858
209
5121
SH
SOLE
5121
0
0
VANGUARD HIGH DVD YIELD ETF
COM
921946406
727
8350
SH
SOLE
8350
0
0
VANGUARD REIT ETF
COM
922908553
7596
94159
SH
SOLE
94159
0
0
VANGUARD S&P 500 ETF
COM
922908363
690
2585
SH
SOLE
2585
0
0
VANGUARD SHORT-TERM BOND ETF
COM
921937827
5334
68367
SH
SOLE
68367
0
0
VANGUARD SHORT-TERM TIPS ETF
COM
922020805
13392
276874
SH
SOLE
276874
0
0
VANGUARD TOTAL BOND MARKET ETF
COM
921937835
31708
402906
SH
SOLE
402906
0
0
VANGUARD TOTAL INTL BOND ETF
COM
92203J407
4590
84167
SH
SOLE
84167
0
0
VANGUARD TOTAL STOCK MKT ETF
COM
922908769
1064
7110
SH
SOLE
7110
0
0
VOYA GLOBAL TARGET PAYMENT FD CL I
COM
92913F665
91
11227
SH
SOLE
11227
0
0
WELLS FARGO & CO DEL COM
COM
949746101
294
5603
SH
SOLE
5603
0
0
ZIMMER BIOMET HLDGS
COM
98956P102
255
1940
SH
SOLE
1940
0
0