President

0001801373-20-000003.txt : 20200130 0001801373-20-000003.hdr.sgml : 20200130 20200130172523 ACCESSION NUMBER: 0001801373-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200130 DATE AS OF CHANGE: 20200130 EFFECTIVENESS DATE: 20200130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LifeSteps Financial, Inc. CENTRAL INDEX KEY: 0001801373 IRS NUMBER: 270582904 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19720 FILM NUMBER: 20562397 BUSINESS ADDRESS: STREET 1: 250 W. FIRST ST. #248 CITY: CLAREMONT STATE: CA ZIP: 91711 BUSINESS PHONE: 909-2673770 MAIL ADDRESS: STREET 1: 250 W. FIRST ST. #248 CITY: CLAREMONT STATE: CA ZIP: 91711 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001801373 XXXXXXXX 12-31-2019 12-31-2019 LifeSteps Financial, Inc.

250 W. FIRST ST. #248 CLAREMONT CA 91711

13F HOLDINGS REPORT 028-19720 N Henry M. Ford, Jr. President 909-267-3770 Henry M. Ford, Jr. Claremont CA 01-30-2020 0 93 105957 false INFORMATION TABLE 2 LifeStepsFinancial_13f.xml ISHARES TR CORE S&P MCP ETF 464287507 4592 22311 SH SOLE 0 0 0 22311 ISHARES TR SP SMCP600VL ETF 464287879 1912 11893 SH SOLE 0 0 0 11893 ISHARES TR CORE S&P500 ETF 464287200 203 627 SH SOLE 0 0 0 627 ISHARES TR S&P 500 GRWT ETF 464287309 609 3144 SH SOLE 0 0 0 3144 ISHARES TR RUSSELL 2000 ETF 464287655 3116 18806 SH SOLE 0 0 0 18806 SPDR S&P 500 ETF TR TR UNIT 78462F103 13434 41739 SH SOLE 0 0 0 41739 AMAZON COM INC COM 023135106 1096 593 SH SOLE 0 0 0 593 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 707 3121 SH SOLE 0 0 0 3121 EMERSON ELEC CO COM 291011104 327 4290 SH SOLE 0 0 0 4290 BOEING CO COM 097023105 275 843 SH SOLE 0 0 0 843 INVESCO QQQ TR UNIT SER 1 46090E103 9005 42354 SH SOLE 0 0 0 42354 AMGEN INC COM 031162100 273 1134 SH SOLE 0 0 0 1134 ILLINOIS TOOL WKS INC COM 452308109 597 3321 SH SOLE 0 0 0 3321 DISNEY WALT CO COM DISNEY 254687106 814 5630 SH SOLE 0 0 0 5630 SEMPRA ENERGY COM 816851109 284 1876 SH SOLE 0 0 0 1876 US BANCORP DEL COM NEW 902973304 2956 49852 SH SOLE 0 0 0 49852 JOHNSON & JOHNSON COM 478160104 762 5225 SH SOLE 0 0 0 5225 PFIZER INC COM 717081103 229 5846 SH SOLE 0 0 0 5846 ISHARES TR MSCI EAFE ETF 464287465 666 9594 SH SOLE 0 0 0 9594 CHEVRON CORP NEW COM 166764100 284 2360 SH SOLE 0 0 0 2360 MICROSOFT CORP COM 594918104 1308 8297 SH SOLE 0 0 0 8297 AT&T INC COM 00206R102 382 9782 SH SOLE 0 0 0 9782 LOCKHEED MARTIN CORP COM 539830109 354 910 SH SOLE 0 0 0 910 PEPSICO INC COM 713448108 318 2327 SH SOLE 0 0 0 2327 PPG INDS INC COM 693506107 725 5430 SH SOLE 0 0 0 5430 VERIZON COMMUNICATIONS INC COM 92343V104 695 11317 SH SOLE 0 0 0 11317 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 318 10339 SH SOLE 0 0 0 10339 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 635 6930 SH SOLE 0 0 0 6930 BANK AMER CORP COM 060505104 299 8494 SH SOLE 0 0 0 8494 STARBUCKS CORP COM 855244109 225 2563 SH SOLE 0 0 0 2563 AUTOMATIC DATA PROCESSING IN COM 053015103 683 4005 SH SOLE 0 0 0 4005 EXXON MOBIL CORP COM 30231G102 1992 28553 SH SOLE 0 0 0 28553 PROCTER & GAMBLE CO COM 742718109 405 3241 SH SOLE 0 0 0 3241 KIMBERLY CLARK CORP COM 494368103 301 2188 SH SOLE 0 0 0 2188 HOME DEPOT INC COM 437076102 620 2840 SH SOLE 0 0 0 2840 JPMORGAN CHASE & CO COM 46625H100 1533 10994 SH SOLE 0 0 0 10994 WELLS FARGO CO NEW COM 949746101 276 5126 SH SOLE 0 0 0 5126 NEXTERA ENERGY INC COM 65339F101 720 2974 SH SOLE 0 0 0 2974 APPLE INC COM 037833100 3288 11197 SH SOLE 0 0 0 11197 CATERPILLAR INC DEL COM 149123101 219 1484 SH SOLE 0 0 0 1484 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 269 6058 SH SOLE 0 0 0 6058 NETFLIX INC COM 64110L106 215 663 SH SOLE 0 0 0 663 NOVO-NORDISK A S ADR 670100205 209 3618 SH SOLE 0 0 0 3618 ALPHABET INC CAP STK CL A 02079K305 238 178 SH SOLE 0 0 0 178 VANGUARD INDEX FDS VALUE ETF 922908744 1103 9203 SH SOLE 0 0 0 9203 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 536 2797 SH SOLE 0 0 0 2797 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 514 5540 SH SOLE 0 0 0 5540 VANGUARD INDEX FDS GROWTH ETF 922908736 1467 8055 SH SOLE 0 0 0 8055 VANGUARD WORLD FDS UTILITIES ETF 92204A876 2123 14860 SH SOLE 0 0 0 14860 SPDR SERIES TRUST S&P DIVID ETF 78464A763 5032 46782 SH SOLE 0 0 0 46782 ISHARES TR SH TR CRPORT ETF 464288646 230 4282 SH SOLE 0 0 0 4282 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 1839 22811 SH SOLE 0 0 0 22811 BLACKSTONE GROUP INC COM CL A 09260D107 208 3713 SH SOLE 0 0 0 3713 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 4212 44949 SH SOLE 0 0 0 44949 ISHARES TR INTRM TR CRP ETF 464288638 603 10408 SH SOLE 0 0 0 10408 VANGUARD WORLD FD MEGA GRWTH IND 921910816 362 2488 SH SOLE 0 0 0 2488 VISA INC COM CL A 92826C839 260 1382 SH SOLE 0 0 0 1382 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 289 2846 SH SOLE 0 0 0 2846 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 267 3472 SH SOLE 0 0 0 3472 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 275 3395 SH SOLE 0 0 0 3395 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 288 3808 SH SOLE 0 0 0 3808 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 500 5382 SH SOLE 0 0 0 5382 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 427 7111 SH SOLE 0 0 0 7111 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 630 8919 SH SOLE 0 0 0 8919 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 212 4191 SH SOLE 0 0 0 4191 ALPS ETF TR ALERIAN MLP 00162Q866 207 24321 SH SOLE 0 0 0 24321 SCHWAB STRATEGIC TR US REIT ETF 808524847 654 14234 SH SOLE 0 0 0 14234 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 668 11109 SH SOLE 0 0 0 11109 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 389 6723 SH SOLE 0 0 0 6723 ISHARES TR MSCI MIN VOL ETF 46429B697 491 7485 SH SOLE 0 0 0 7485 PIMCO ETF TR ACTIVE BD ETF 72201R775 223 2071 SH SOLE 0 0 0 2071 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 2118 70686 SH SOLE 0 0 0 70686 FACEBOOK INC CL A 30303M102 361 1759 SH SOLE 0 0 0 1759 ISHARES TR CORE MSCI EAFE 46432F842 619 9487 SH SOLE 0 0 0 9487 ABBVIE INC COM 00287Y109 274 3091 SH SOLE 0 0 0 3091 FLEXSHARES TR QUALT DIVD IDX 33939L860 212 4382 SH SOLE 0 0 0 4382 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 314 15664 SH SOLE 0 0 0 15664 ISHARES TR USA MOMENTUM FCT 46432F396 326 2593 SH SOLE 0 0 0 2593 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 356 6288 SH SOLE 0 0 0 6288 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 325 9770 SH SOLE 0 0 0 9770 SCHWAB STRATEGIC TR SCHWB FDT EMK LG 808524730 254 8518 SH SOLE 0 0 0 8518 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 284 9832 SH SOLE 0 0 0 9832 ALPHABET INC CAP STK CL C 02079K107 374 280 SH SOLE 0 0 0 280 ISHARES TR IBONDS SEP2020 46434V571 1725 67582 SH SOLE 0 0 0 67582 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 2682 105997 SH SOLE 0 0 0 105997 ISHARES TR IBONDS DEC21 ETF 46434VBK5 2442 97840 SH SOLE 0 0 0 97840 ISHARES TR IBONDS DEC23 ETF 46434VAX8 2165 84698 SH SOLE 0 0 0 84698 ISHARES TR IBONDS DEC22 ETF 46434VBA7 2380 94095 SH SOLE 0 0 0 94095 ISHARES TR IBONDS DEC24 ETF 46434VBG4 951 37025 SH SOLE 0 0 0 37025 ISHARES TR IBONDS DEC2022 46435G755 1628 62218 SH SOLE 0 0 0 62218 ISHARES TR IBONDS DEC2021 46435G789 1521 59028 SH SOLE 0 0 0 59028 ISHARES TR IBONDS DEC2023 46435G318 1522 58964 SH SOLE 0 0 0 58964 ISHARES TR IBONDS DEC 46435U697 747 28258 SH SOLE 0 0 0 28258