0001765380-19-000065.txt : 20190717
0001765380-19-000065.hdr.sgml : 20190717
20190717102630
ACCESSION NUMBER: 0001765380-19-000065
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190717
DATE AS OF CHANGE: 20190717
EFFECTIVENESS DATE: 20190717
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Brio Consultants, LLC
CENTRAL INDEX KEY: 0001747799
IRS NUMBER: 800472324
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19018
FILM NUMBER: 19958386
BUSINESS ADDRESS:
STREET 1: 333 BUSH STREET
STREET 2: #1400
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
BUSINESS PHONE: (415) 623-2450
MAIL ADDRESS:
STREET 1: 333 BUSH STREET
STREET 2: #1400
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94104
13F-HR
1
primary_doc.xml
13F-HR
LIVE
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true
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0001747799
XXXXXXXX
06-30-2019
06-30-2019
Brio Consultants, LLC
333 BUSH STREET
#1400
SAN FRANCISCO
CA
94104
13F HOLDINGS REPORT
028-19018
N
Madeline Hedges
Compliance Officer
5138325467
Madeline Hedges
Cincinnati
OH
07-17-2019
0
71
249004
false
INFORMATION TABLE
2
Final.xml
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COM
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5830
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SOLE
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COM
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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203
952
SH
SOLE
0
0
952
BOEING CO
COM
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1022
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SOLE
0
0
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CHEVRON CORP NEW
COM
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SOLE
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COMCAST CORP NEW
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CVS HEALTH CORP
COM
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FACEBOOK INC
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PFD SECS INC ETF
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
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