0001606587-21-001273.txt : 20211013 0001606587-21-001273.hdr.sgml : 20211013 20211013153925 ACCESSION NUMBER: 0001606587-21-001273 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211013 DATE AS OF CHANGE: 20211013 EFFECTIVENESS DATE: 20211013 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: 211321169 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 09-30-2021 09-30-2021 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 10-13-2021 0 34 188844 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 3773 26668 SH SOLE NONE 26668 0 0 AUTODESK INC COM 052769106 10515 36876 SH SOLE NONE 36876 0 0 BK OF AMERICA CORP COM COM 060505104 204 4819 SH SOLE NONE 4819 0 0 CISCO SYS INC COM 17275R102 1665 30590 SH SOLE NONE 30590 0 0 FACEBOOK INC CL A CL A 30303M102 2416 7120 SH SOLE NONE 7120 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 13702 190898 SH SOLE NONE 190898 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 34662 205348 SH SOLE NONE 205348 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 1724 14846 SH SOLE NONE 14846 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 9572 128918 SH SOLE NONE 128918 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 4808 77864 SH SOLE NONE 77864 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 13012 113323 SH SOLE NONE 113323 0 0 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ESG AWRE 1 5 YR 46435G243 1714 65985 SH SOLE NONE 65985 0 0 ISHARES ESG AWARE USD CORPORATE BOND ETF ESG AWRE USD ETF 46435G193 1480 53847 SH SOLE NONE 53847 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG AW MSCI EAFE 46435G516 5623 71751 SH SOLE NONE 71751 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 326 4179 SH SOLE NONE 4179 0 0 ISHARES MSCI EM ESG SELECT ETF ESG AWR MSCI EM 46434G863 1898 45821 SH SOLE NONE 45821 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 5899 61487 SH SOLE NONE 61487 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 13405 130101 SH SOLE NONE 130101 0 0 ISHARES S&P 500 INDEX CORE S&P500 ETF 464287200 209 487 SH SOLE NONE 487 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND AGGRES ALLOC ETF 464289859 204 2928 SH SOLE NONE 2928 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 673 8499 SH SOLE NONE 8499 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 8246 99109 SH SOLE NONE 99109 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 4805 44669 SH SOLE NONE 44669 0 0 LCI INDS COM COM 50189K103 279 2077 SH SOLE NONE 2077 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 4076 93758 SH SOLE NONE 93758 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 2246 86804 SH SOLE NONE 86804 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 691 13408 SH SOLE NONE 13408 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 2301 5363 SH SOLE NONE 5363 0 0 VANGUARD GROWTH ETF GROWTH ETF 922908736 4803 16553 SH SOLE NONE 16553 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 4183 46771 SH SOLE NONE 46771 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 16143 80346 SH SOLE NONE 80346 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 9996 121992 SH SOLE NONE 121992 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 3369 15408 SH SOLE NONE 15408 0 0 VANGUARD VALUE ETF VALUE ETF 922908744 222 1640 SH SOLE NONE 1640 0 0