0001731601-21-000001.txt : 20210112
0001731601-21-000001.hdr.sgml : 20210112
20210111202652
ACCESSION NUMBER: 0001731601-21-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210112
DATE AS OF CHANGE: 20210111
EFFECTIVENESS DATE: 20210112
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: 21522154
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
12-31-2020
12-31-2020
APCM Wealth Management for Individuals
900 W 5TH AVENUE
SUITE 600
ANCHORAGE
AK
99517
13F HOLDINGS REPORT
028-18641
N
Kimberly Butler
Compliance Officer
907-646-3520
Kimberly E. Butler
Anchorage
AK
01-11-2021
0
51
490395
false
INFORMATION TABLE
2
12312020_13fAWMI.xml
SCHWAB STRATEGIC TR
COM
808524847
301
7916
SH
SOLE
7916
0
0
ISHARES TR
COM
464288414
38960
332423
SH
SOLE
332423
0
0
SCHWAB STRATEGIC TR
COM
808524706
535
17441
SH
SOLE
17441
0
0
FLEXSHARES TR
COM
33939L837
644
26661
SH
SOLE
26661
0
0
SPDR S&P 500 ETF TR
COM
78462F103
105481
282126
SH
SOLE
282126
0
0
PEPSICO INC
COM
713448108
469
3162
SH
SOLE
3162
0
0
FLEXSHARES TR
COM
33939L795
23363
434581
SH
SOLE
434581
0
0
AMAZON COM INC
COM
023135106
368
113
SH
SOLE
113
0
0
APPLE INC
COM
037833100
6839
51538
SH
SOLE
51538
0
0
ISHARES TR
COM
46434V696
277
4297
SH
SOLE
4297
0
0
ISHARES TR
COM
46432F339
236
2035
SH
SOLE
2035
0
0
VANGUARD INDEX FDS
COM
922908736
863
3407
SH
SOLE
3407
0
0
CRH MED CORP
COM
12626F105
51
22000
SH
SOLE
22000
0
0
VANGUARD BD INDEX FDS
COM
921937827
11574
139614
SH
SOLE
139614
0
0
BOEING CO
COM
097023105
276
1291
SH
SOLE
1291
0
0
ISHARES TR
COM
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869
11898
SH
SOLE
11898
0
0
SCHWAB STRATEGIC TR
COM
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SH
SOLE
27758
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0
ISHARES INC
COM
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447
10649
SH
SOLE
10649
0
0
FLEXSHARES TR
COM
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59486
SH
SOLE
59486
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0
ISHARES TR
COM
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SH
SOLE
214253
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0
DBX ETF TR
COM
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2708
82446
SH
SOLE
82446
0
0
SCHWAB STRATEGIC TR
COM
808524102
3547
38983
SH
SOLE
38983
0
0
EXXON MOBIL CORP
COM
30231G102
274
6637
SH
SOLE
6637
0
0
ISHARES U S ETF TR
COM
46431W598
484
10625
SH
SOLE
10625
0
0
ISHARES INC
COM
46434G103
18973
305823
SH
SOLE
305823
0
0
BERKSHIRE HATHAWAY INC DEL
COM
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476
2055
SH
SOLE
2055
0
0
DTE ENERGY CO
COM
233331107
256
2108
SH
SOLE
2108
0
0
VANGUARD INDEX FDS
COM
922908744
859
7219
SH
SOLE
7219
0
0
SPDR SER TR
COM
78468R721
218
4161
SH
SOLE
4161
0
0
VANGUARD INDEX FDS
COM
922908595
345
1289
SH
SOLE
1289
0
0
VANGUARD INDEX FDS
COM
922908553
301
3547
SH
SOLE
3547
0
0
SCHWAB STRATEGIC TR
COM
808524805
1071
29750
SH
SOLE
29750
0
0
VANGUARD BD INDEX FDS
COM
921937835
53879
610940
SH
SOLE
610940
0
0
INDEXIQ ETF TR
COM
45409B107
16973
531555
SH
SOLE
531555
0
0
VANGUARD INDEX FDS
COM
922908769
739
3796
SH
SOLE
3796
0
0
INVESCO MUN OPPORTUNITY TR
COM
46132C107
3858
300972
SH
SOLE
300972
0
0
PACER FDS TR
COM
69374H766
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SH
SOLE
74711
0
0
INNOVATOR ETFS TR
COM
45782C573
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SH
SOLE
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0
0
VANGUARD MALVERN FDS
COM
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9801
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SH
SOLE
191794
0
0
ISHARES TR
COM
46432F842
38387
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SH
SOLE
555614
0
0
MICROSOFT CORP
COM
594918104
655
2946
SH
SOLE
2946
0
0
ISHARES TR
COM
464287507
44904
195378
SH
SOLE
195378
0
0
MCDONALDS CORP
COM
580135101
344
1605
SH
SOLE
1605
0
0
INVESCO ACTIVLY MANGD ETC FD
COM
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10646
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SH
SOLE
697642
0
0
PHILLIPS 66
COM
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639
9136
SH
SOLE
9136
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0
VANGUARD INTL EQUITY INDEX F
COM
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285
5679
SH
SOLE
5679
0
0
ISHARES TR
COM
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921
12619
SH
SOLE
12619
0
0
SPDR SER TR
COM
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SH
SOLE
601897
0
0
CONOCOPHILLIPS
COM
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602
15044
SH
SOLE
15044
0
0
J P MORGAN EXCHANGE-TRADED F
COM
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163071
SH
SOLE
163071
0
0
VANGUARD CHARLOTTE FDS
COM
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SH
SOLE
251009
0
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