0001731601-22-000001.txt : 20220119 0001731601-22-000001.hdr.sgml : 20220119 20220118192445 ACCESSION NUMBER: 0001731601-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220118 EFFECTIVENESS DATE: 20220119 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: 22536388 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 12-31-2021 12-31-2021 APCM Wealth Management for Individuals

900 W 5TH AVENUE SUITE 600 ANCHORAGE AK 99517

13F HOLDINGS REPORT 028-18641 N Kimberly Butler 907-646-3520 Kimberly E. Butler Anchorage AK 01-18-2022 0 51 564022 false INFORMATION TABLE 2 123121_13fAWMI.xml SCHWAB STRATEGIC TR US REIT ETF 808524847 1243 23585 SH SOLE 23585 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 694 23433 SH SOLE 23433 0 0 ISHARES TR NATIONAL MUN ETF 464288414 53744 462191 SH SOLE 462191 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 141649 298234 SH SOLE 298234 0 0 BLACKSTONE INC COM 09260D107 388 3000 SH SOLE 3000 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 249 4880 SH SOLE 4880 0 0 PEPSICO INC COM 713448108 508 2924 SH SOLE 2924 0 0 FLEXSHARES TR STOXX GLOBR INF 33939L795 33484 583841 SH SOLE 583841 0 0 APPLE INC COM 037833100 1557 8770 SH SOLE 8770 0 0 ISHARES TR CORE MSCI PAC 46434V696 265 4157 SH SOLE 4157 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1105 3444 SH SOLE 3444 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1416 17818 SH SOLE 17818 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11682 144527 SH SOLE 144527 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 2053 38090 SH SOLE 38090 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 3556 64423 SH SOLE 64423 0 0 FLEXSHARES TR QUALT DIVD IDX 33939L860 3443 56133 SH SOLE 56133 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 780 19615 SH SOLE 19615 0 0 ISHARES TR CORE S&P SCP ETF 464287804 23508 205296 SH SOLE 205296 0 0 DBX ETF TR XTRACKERS S&P 233051143 5537 129820 SH SOLE 129820 0 0 EXXON MOBIL CORP COM 30231G102 283 4620 SH SOLE 4620 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 5066 44829 SH SOLE 44829 0 0 AVERY DENNISON CORP COM 053611109 498 2300 SH SOLE 2300 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 991 6738 SH SOLE 6738 0 0 SPDR SER TR NUVEEN BLMBRG SH 78468R739 16803 341660 SH SOLE 341660 0 0 ISHARES INC CORE MSCI EMKT 46434G103 20492 342335 SH SOLE 342335 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 313 2697 SH SOLE 2697 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 273 970 SH SOLE 970 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1421 36550 SH SOLE 36550 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 55467 654475 SH SOLE 654475 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 892 3696 SH SOLE 3696 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 447 8943 SH SOLE 8943 0 0 PACER FDS TR BNCHMRK INDSTR 69374H766 448 7991 SH SOLE 7991 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 15918 500736 SH SOLE 500736 0 0 NORTHRIM BANCORP INC COM 666762109 415 9549 SH SOLE 9549 0 0 INVESCO MUN OPPORTUNITY TR COM 46132C107 394 28550 SH SOLE 28550 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10049 195513 SH SOLE 195513 0 0 NETFLIX INC COM 64110L106 375 623 SH SOLE 623 0 0 TESLA INC COM 88160R101 1762 1667 SH SOLE 1667 0 0 MICROSOFT CORP COM 594918104 684 2034 SH SOLE 2034 0 0 ISHARES TR CORE MSCI EAFE 46432F842 39209 525312 SH SOLE 525312 0 0 ISHARES TR CORE S&P MCP ETF 464287507 56882 200940 SH SOLE 200940 0 0 PHILLIPS 66 COM 718546104 315 4349 SH SOLE 4349 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 216 4181 SH SOLE 4181 0 0 MCDONALDS CORP COM 580135101 322 1202 SH SOLE 1202 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 9222 655868 SH SOLE 655868 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 200 4048 SH SOLE 4048 0 0 CONOCOPHILLIPS COM 20825C104 492 6816 SH SOLE 6816 0 0 J P MORGAN EXCHANGE-TRADED F BETBULD MSCI 46641Q738 19151 172436 SH SOLE 172436 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 17729 321402 SH SOLE 321402 0 0 ISHARES TR CORE MSCI EURO 46434V738 212 3639 SH SOLE 3639 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 220 1231 SH SOLE 1231 0 0