0001731601-20-000001.txt : 20200211
0001731601-20-000001.hdr.sgml : 20200211
20200211160443
ACCESSION NUMBER: 0001731601-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200211
DATE AS OF CHANGE: 20200211
EFFECTIVENESS DATE: 20200211
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: 20596537
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
false
0001731601
XXXXXXXX
12-31-2019
12-31-2019
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
02-11-2020
0
69
626335
false
INFORMATION TABLE
2
12311913fAWMI.xml
SCHWAB STRATEGIC TR
COM
808524847
228
4955
SH
SOLE
4955
0
0
SCHWAB STRATEGIC TR
COM
808524706
371
13556
SH
SOLE
13556
0
0
PFIZER INC
COM
717081103
203
5186
SH
SOLE
5186
0
0
MARATHON PETE CORP
COM
56585A102
217
3601
SH
SOLE
3601
0
0
ISHARES TR
COM
464288414
35787
314171
SH
SOLE
314171
0
0
ISHARES INC
COM
46434G863
312
8696
SH
SOLE
8696
0
0
FLEXSHARES TR
COM
33939L837
6993
287914
SH
SOLE
287914
0
0
SPDR S&P 500 ETF TR
COM
78462F103
84182
261547
SH
SOLE
261547
0
0
VANGUARD BD INDEX FD INC
COM
921937827
210
2601
SH
SOLE
2601
0
0
PEPSICO INC
COM
713448108
432
3161
SH
SOLE
3161
0
0
FLEXSHARES TR
COM
33939L795
28026
520157
SH
SOLE
520157
0
0
ISHARES TR
COM
464287168
610
5775
SH
SOLE
5775
0
0
JP MORGAN EXCHANGE TRADED FD
COM
46641Q738
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228067
SH
SOLE
228067
0
0
ISHARES TR
COM
464288646
242
4516
SH
SOLE
4516
0
0
AT&T INC
COM
00206R102
319
8171
SH
SOLE
8171
0
0
APPLE INC
COM
037833100
3882
13220
SH
SOLE
13220
0
0
ISHARES TR
COM
46434V696
284
4870
SH
SOLE
4870
0
0
ISHARES TR
COM
46429B697
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SH
SOLE
164715
0
0
BOEING CO
COM
097023105
471
1446
SH
SOLE
1446
0
0
VANGUARD INDEX FDS
COM
922908736
678
3720
SH
SOLE
3720
0
0
INTEL CORP
COM
458140100
589
9840
SH
SOLE
9840
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
204
1360
SH
SOLE
1360
0
0
SCHWAB STRATEGIC TR
COM
808524839
1207
22581
SH
SOLE
22581
0
0
FLEXSHARES TR
COM
33939L860
17633
363710
SH
SOLE
363710
0
0
DBX ETF TR
COM
233051143
1009
36180
SH
SOLE
36180
0
0
ISHARES TR
COM
464287804
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SH
SOLE
346134
0
0
SPDR SERIES TRUST
COM
78468R622
516
4709
SH
SOLE
4709
0
0
SCHWAB STRATEGIC TR
COM
808524102
2507
32612
SH
SOLE
32612
0
0
EXXON MOBIL CORP
COM
30231G102
533
7644
SH
SOLE
7644
0
0
GCI LIBERTY INC
COM
36164V305
262
3693
SH
SOLE
3693
0
0
JPMORGAN CHASE & CO
COM
46625H100
330
2367
SH
SOLE
2367
0
0
ISHARES INC
COM
46434G103
37704
701340
SH
SOLE
701340
0
0
VANGUARD BD INDEX FD INC
COM
921937793
442
4401
SH
SOLE
4401
0
0
BERKSHIRE HATHAWAY INC DEL
COM
084670702
540
2383
SH
SOLE
2383
0
0
ISHARES TR
COM
46435G516
514
7482
SH
SOLE
7482
0
0
VANGUARD INDEX FDS
COM
922908744
827
6903
SH
SOLE
6903
0
0
CHEVRON CORP NEW
COM
166764100
255
2117
SH
SOLE
2117
0
0
VANGUARD INDEX FDS
COM
922908595
296
1491
SH
SOLE
1491
0
0
VANGUARD INDEX FDS
COM
922908553
760
8195
SH
SOLE
8195
0
0
SCHWAB STRATEGIC TR
COM
808524805
738
21948
SH
SOLE
21948
0
0
VANGUARD INDEX FDS
COM
922908769
1053
6433
SH
SOLE
6433
0
0
ISHARES TR
COM
464288513
516
5872
SH
SOLE
5872
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
209
3405
SH
SOLE
3405
0
0
SCHWAB STRATEGIC TR
COM
808524870
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133515
SH
SOLE
133515
0
0
WELLS FARGO CO NEW
COM
949746101
316
5874
SH
SOLE
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0
0
VANGUARD MALVERN FDS
COM
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SH
SOLE
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0
INTERNATIONAL BUSINESS MACHS
COM
459200101
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1546
SH
SOLE
1546
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0
INVESCO ACTIVELY MANAGD ETF
COM
46090F100
15048
908669
SH
SOLE
908669
0
0
VANGUARD INDEX FDS
COM
922908363
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2414
SH
SOLE
2414
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0
ISHARES TR
COM
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SH
SOLE
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0
ISHARES TR
COM
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SH
SOLE
264658
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0
MICROSOFT CORP
COM
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5482
SH
SOLE
5482
0
0
ISHARES TR
COM
464287655
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2414
SH
SOLE
2414
0
0
ISHARES TR
COM
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SH
SOLE
53432
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0
MCDONALDS CORP
COM
580135101
516
2612
SH
SOLE
2612
0
0
INVESCO EXCHNG TRADED FD TR
COM
46138E537
311
11747
SH
SOLE
11747
0
0
UBS AG JERSEY BRH
COM
902641778
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SH
SOLE
153003
0
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PHILLIPS 66
COM
718546104
323
2897
SH
SOLE
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SCHWAB STRATEGIC TR
COM
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4225
SH
SOLE
4225
0
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ISHARES TR
COM
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SH
SOLE
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SPDR SERIES TRUST
COM
78468R739
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SH
SOLE
556571
0
0
ISHARES TR
COM
464287200
39086
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SH
SOLE
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0
VANGUARD WHITEHALL FDS INC
COM
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6460
SH
SOLE
6460
0
0
CONOCOPHILLIPS
COM
20825C104
901
13855
SH
SOLE
13855
0
0
VANGUARD CHARLOTTE FDS
COM
92203J407
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SH
SOLE
306215
0
0
VANGUARD BD INDEX FD INC
COM
921937835
54500
649891
SH
SOLE
649891
0
0
ISHARES TR
COM
464288679
15582
141064
SH
SOLE
141064
0
0
JP MORGAN EXCHANGE TRADED FD
COM
46641Q803
1772
75009
SH
SOLE
75009
0
0
JOHNSON & JOHNSON
COM
478160104
277
1900
SH
SOLE
1900
0
0