Principal and Chief Compliance Officer

0001104659-21-064935.txt : 20210512 0001104659-21-064935.hdr.sgml : 20210512 20210512105122 ACCESSION NUMBER: 0001104659-21-064935 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210512 DATE AS OF CHANGE: 20210512 EFFECTIVENESS DATE: 20210512 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Burleson & Company, LLC CENTRAL INDEX KEY: 0001733510 IRS NUMBER: 201160877 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18696 FILM NUMBER: 21913955 BUSINESS ADDRESS: STREET 1: 201 1ST STREET, SUITE 204 CITY: PETALUMA STATE: CA ZIP: 94952 BUSINESS PHONE: (707) 283-0520 MAIL ADDRESS: STREET 1: 201 1ST STREET, SUITE 204 CITY: PETALUMA STATE: CA ZIP: 94952 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001733510 XXXXXXXX 03-31-2021 03-31-2021 false Burleson & Company, LLC

201 1st Street, Suite 204 Petaluma CA 94952

13F HOLDINGS REPORT 028-18696 N James Burleson Principal and Chief Compliance Officer 707-283-0520 /s/ James Burleson Petaluma CA 05-12-2021 0 393 614655 INFORMATION TABLE 2 infotable.xml ISHARES TR CORE S&P MCP ETF 464287507 4 16 SH SOLE 0 0 16 ISHARES TR CORE S&P SCP ETF 464287804 544 5009 SH SOLE 0 0 5009 ISHARES TR CORE S&P500 ETF 464287200 1614 4056 SH SOLE 0 0 4056 ISHARES TR RUSSELL 2000 ETF 464287655 363 1645 SH SOLE 0 0 1645 ISHARES TR U.S. REAL ES ETF 464287739 239 2600 SH SOLE 0 0 2600 SPDR S&P 500 ETF TR TR UNIT 78462F103 12415 31325 SH SOLE 0 0 31325 AGILENT TECHNOLOGIES INC COM 00846U101 6 50 SH SOLE 0 0 50 ADOBE SYSTEMS INCORPORATED COM 00724F101 75 158 SH SOLE 0 0 158 AUTODESK INC COM 052769106 65 233 SH SOLE 0 0 233 AMAZON COM INC COM 023135106 35746 11553 SH SOLE 0 0 11553 BALLARD PWR SYS INC NEW COM 058586108 1 54 SH SOLE 0 0 54 BRISTOL-MYERS SQUIBB CO COM 110122108 1949 30868 SH SOLE 0 0 30868 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 257 1006 SH SOLE 0 0 1006 EMERSON ELEC CO COM 291011104 293 3247 SH SOLE 0 0 3247 BOEING CO COM 097023105 26046 102252 SH SOLE 0 0 102252 HERSHEY CO COM 427866108 4 27 SH SOLE 0 0 27 ONEOK INC NEW COM 682680103 29 579 SH SOLE 0 0 579 SYNOPSYS INC COM 871607107 7 30 SH SOLE 0 0 30 INVESCO QQQ TR UNIT SER 1 46090E103 29055 91045 SH SOLE 0 0 91045 AMGEN INC COM 031162100 807 3242 SH SOLE 0 0 3242 ABBOTT LABS COM 002824100 1537 12822 SH SOLE 0 0 12822 ADVANCED MICRO DEVICES INC COM 007903107 285 3635 SH SOLE 0 0 3635 CONAGRA BRANDS INC COM 205887102 68 1809 SH SOLE 0 0 1809 DISH NETWORK CORPORATION CL A 25470M109 0 3 SH SOLE 0 0 3 EBAY INC. 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