0001801373-20-000006.txt : 20200521 0001801373-20-000006.hdr.sgml : 20200521 20200521132523 ACCESSION NUMBER: 0001801373-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200521 DATE AS OF CHANGE: 20200521 EFFECTIVENESS DATE: 20200521 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: 20900984 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 03-31-2020 03-31-2020 LifeSteps Financial, Inc.

250 W. FIRST ST. #248 CLAREMONT CA 91711

13F HOLDINGS REPORT 028-19720 N Henry M. Ford, Jr. 909-267-3770 Henry M. Ford, Jr. Claremont CA 03-31-2020 0 76 86875 false INFORMATION TABLE 2 LifeStepsFinancial13f.xml ISHARES TR CORE S&P MCP ETF 464287507 3125 21722 SH SOLE 0 0 0 21722 ISHARES TR SP SMCP600VL ETF 464287879 1045 10456 SH SOLE 0 0 0 10456 ISHARES TR S&P 500 GRWT ETF 464287309 519 3144 SH SOLE 0 0 0 3144 ISHARES TR RUSSELL 2000 ETF 464287655 2130 18608 SH SOLE 0 0 0 18608 SPDR S&P 500 ETF TR TR UNIT 78462F103 11091 43030 SH SOLE 0 0 0 43030 AMAZON COM INC COM 023135106 1240 636 SH SOLE 0 0 0 636 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 589 3221 SH SOLE 0 0 0 3221 EMERSON ELEC CO COM 291011104 204 4290 SH SOLE 0 0 0 4290 INVESCO QQQ TR UNIT SER 1 46090E103 8146 42785 SH SOLE 0 0 0 42785 AMGEN INC COM 031162100 230 1134 SH SOLE 0 0 0 1134 ILLINOIS TOOL WKS INC COM 452308109 458 3221 SH SOLE 0 0 0 3221 DISNEY WALT CO COM DISNEY 254687106 558 5780 SH SOLE 0 0 0 5780 SEMPRA ENERGY COM 816851109 212 1876 SH SOLE 0 0 0 1876 US BANCORP DEL COM NEW 902973304 1711 49652 SH SOLE 0 0 0 49652 JOHNSON & JOHNSON COM 478160104 685 5225 SH SOLE 0 0 0 5225 MICROSOFT CORP COM 594918104 1443 9150 SH SOLE 0 0 0 9150 AT&T INC COM 00206R102 391 13409 SH SOLE 0 0 0 13409 LOCKHEED MARTIN CORP COM 539830109 308 910 SH SOLE 0 0 0 910 PEPSICO INC COM 713448108 279 2327 SH SOLE 0 0 0 2327 VERIZON COMMUNICATIONS INC COM 92343V104 669 12451 SH SOLE 0 0 0 12451 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 215 10339 SH SOLE 0 0 0 10339 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 573 7135 SH SOLE 0 0 0 7135 AUTOMATIC DATA PROCESSING IN COM 053015103 547 4005 SH SOLE 0 0 0 4005 EXXON MOBIL CORP COM 30231G102 1077 28352 SH SOLE 0 0 0 28352 PROCTER & GAMBLE CO COM 742718109 357 3242 SH SOLE 0 0 0 3242 KIMBERLY CLARK CORP COM 494368103 280 2188 SH SOLE 0 0 0 2188 HOME DEPOT INC COM 437076102 535 2865 SH SOLE 0 0 0 2865 JPMORGAN CHASE & CO COM 46625H100 993 11027 SH SOLE 0 0 0 11027 NEXTERA ENERGY INC COM 65339F101 716 2975 SH SOLE 0 0 0 2975 APPLE INC COM 037833100 2973 11689 SH SOLE 0 0 0 11689 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 203 6036 SH SOLE 0 0 0 6036 NETFLIX INC COM 64110L106 231 614 SH SOLE 0 0 0 614 NVIDIA CORP COM 67066G104 215 814 SH SOLE 0 0 0 814 NOVO-NORDISK A S ADR 670100205 218 3618 SH SOLE 0 0 0 3618 ALPHABET INC CAP STK CL A 02079K305 207 178 SH SOLE 0 0 0 178 VANGUARD INDEX FDS VALUE ETF 922908744 872 9788 SH SOLE 0 0 0 9788 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 465 2797 SH SOLE 0 0 0 2797 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 387 5541 SH SOLE 0 0 0 5541 VANGUARD INDEX FDS GROWTH ETF 922908736 1262 8055 SH SOLE 0 0 0 8055 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1448 11875 SH SOLE 0 0 0 11875 SPDR SER TR S&P DIVID ETF 78464A763 3554 44505 SH SOLE 0 0 0 44505 ISHARES TR SH TR CRPORT ETF 464288646 223 4250 SH SOLE 0 0 0 4250 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1839 22376 SH SOLE 0 0 0 22376 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 2970 41972 SH SOLE 0 0 0 41972 ISHARES TR INTRM TR CRP ETF 464288638 572 10408 SH SOLE 0 0 0 10408 VANGUARD WORLD FD MEGA GRWTH IND 921910816 316 2488 SH SOLE 0 0 0 2488 VISA INC COM CL A 92826C839 231 1432 SH SOLE 0 0 0 1432 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 282 2847 SH SOLE 0 0 0 2847 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 267 3373 SH SOLE 0 0 0 3373 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 399 5013 SH SOLE 0 0 0 5013 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 293 6619 SH SOLE 0 0 0 6619 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 501 8030 SH SOLE 0 0 0 8030 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 211 4079 SH SOLE 0 0 0 4079 ALPS ETF TR ALERIAN MLP 00162Q866 69 20032 SH SOLE 0 0 0 20032 SCHWAB STRATEGIC TR US REIT ETF 808524847 469 14339 SH SOLE 0 0 0 14339 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 414 9816 SH SOLE 0 0 0 9816 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 556 12360 SH SOLE 0 0 0 12360 ISHARES TR MSCI MIN VOL ETF 46429B697 389 7194 SH SOLE 0 0 0 7194 PIMCO ETF TR ACTIVE BD ETF 72201R775 220 2071 SH SOLE 0 0 0 2071 SPDR SER TR PORTFOLIO SH TSR 78468R101 3076 100130 SH SOLE 0 0 0 100130 FACEBOOK INC CL A 30303M102 293 1759 SH SOLE 0 0 0 1759 ABBVIE INC COM 00287Y109 266 3491 SH SOLE 0 0 0 3491 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 313 19088 SH SOLE 0 0 0 19088 ISHARES TR USA MOMENTUM FCT 46432F396 253 2379 SH SOLE 0 0 0 2379 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 342 6080 SH SOLE 0 0 0 6080 ALPHABET INC CAP STK CL C 02079K107 326 280 SH SOLE 0 0 0 280 ISHARES TR IBONDS SEP2020 46434V571 1788 70472 SH SOLE 0 0 0 70472 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 2778 110195 SH SOLE 0 0 0 110195 ISHARES TR IBONDS DEC21 ETF 46434VBK5 2527 102531 SH SOLE 0 0 0 102531 ISHARES TR IBONDS DEC23 ETF 46434VAX8 2294 91749 SH SOLE 0 0 0 91749 ISHARES TR IBONDS DEC22 ETF 46434VBA7 2468 99544 SH SOLE 0 0 0 99544 ISHARES TR IBONDS DEC24 ETF 46434VBG4 1868 75571 SH SOLE 0 0 0 75571 ISHARES TR IBONDS DEC2022 46435G755 1726 66357 SH SOLE 0 0 0 66357 ISHARES TR IBONDS DEC2021 46435G789 1602 62818 SH SOLE 0 0 0 62818 ISHARES TR IBONDS DEC2023 46435G318 1569 61152 SH SOLE 0 0 0 61152 ISHARES TR IBONDS DEC 46435U697 804 30747 SH SOLE 0 0 0 30747