0001606587-20-000550.txt : 20200430 0001606587-20-000550.hdr.sgml : 20200430 20200430162543 ACCESSION NUMBER: 0001606587-20-000550 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200430 DATE AS OF CHANGE: 20200430 EFFECTIVENESS DATE: 20200430 FILER: COMPANY DATA: COMPANY CONFORMED NAME: C-J Advisory, Inc. CENTRAL INDEX KEY: 0001773030 IRS NUMBER: 770416750 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19479 FILM NUMBER: 20836034 BUSINESS ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 BUSINESS PHONE: 408-345-2890 MAIL ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 FORMER COMPANY: FORMER CONFORMED NAME: C-J Advisory, Inc DATE OF NAME CHANGE: 20190405 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001773030 XXXXXXXX 03-31-2020 03-31-2020 false C-J Advisory, Inc.

2060 The Alameda San Jose CA 95126

13F HOLDINGS REPORT 028-19479 N Kurt Murphy 248-593-5323 Kurt Murphy San Jose CA 04-30-2020 0 28 110856 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 262 1031 SH SOLE None 1031 0 0 AUTODESK INC COM 052769106 5756 36876 SH SOLE None 36876 0 0 CISCO SYS INC COM 17275R102 1203 30618 SH SOLE None 30618 0 0 FACEBOOK INC CL A CL A 30303M102 1133 6794 SH SOLE None 6794 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 8257 177811 SH SOLE None 177811 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 19834 212742 SH SOLE None 212742 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 1502 13296 SH SOLE None 13296 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 5691 114085 SH SOLE None 114085 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 3015 74505 SH SOLE None 74505 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 10438 90481 SH SOLE None 90481 0 0 ISHARES ESG USD CORPORATE BOND ETF ESG USD CORPT 46435G193 930 36175 SH SOLE None 36175 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG MSCI EAFE 46435G516 2255 42435 SH SOLE None 42435 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 227 4261 SH SOLE None 4261 0 0 ISHARES MSCI EM ESG SELECT ETF ESG MSCI EM ETF 46434G863 769 28121 SH SOLE None 28121 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 2209 20131 SH SOLE None 20131 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 8714 141586 SH SOLE None 141586 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 402 2257 SH SOLE None 2257 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 3580 36759 SH SOLE None 36759 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 4505 42382 SH SOLE None 42382 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 1333 61724 SH SOLE None 61724 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 1408 53123 SH SOLE None 53123 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 695 13912 SH SOLE None 13912 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 1585 6150 SH SOLE None 6150 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 3132 35067 SH SOLE None 35067 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 9513 80327 SH SOLE None 80327 0 0 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 3164 45299 SH SOLE None 45299 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 7489 91134 SH SOLE None 91134 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 1855 16071 SH SOLE None 16071 0 0