0001801373-21-000007.txt : 20211006
0001801373-21-000007.hdr.sgml : 20211006
20211006132457
ACCESSION NUMBER: 0001801373-21-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210930
FILED AS OF DATE: 20211006
DATE AS OF CHANGE: 20211006
EFFECTIVENESS DATE: 20211006
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: 211309426
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
09-30-2021
09-30-2021
LifeSteps Financial, Inc.
250 W. FIRST ST. #248
CLAREMONT
CA
91711
13F HOLDINGS REPORT
028-19720
N
Gladys E. Limones
Sr. Admin.
909-267-3770
Gladys E Limones
Claremont
CA
10-06-2021
0
81
130700
false
INFORMATION TABLE
2
LifeStepsFinancial13f0921.xml
ISHARES TR
CORE S&P MCP ETF
464287507
5474
20808
SH
SOLE
0
0
0
20808
ISHARES TR
CORE S&P SCP ETF
464287804
1482
13572
SH
SOLE
0
0
0
13572
ISHARES TR
SP SMCP600VL ETF
464287879
2058
20446
SH
SOLE
0
0
0
20446
ISHARES TR
CORE S&P500 ETF
464287200
270
627
SH
SOLE
0
0
0
627
ISHARES TR
S&P 500 GRWT ETF
464287309
870
11767
SH
SOLE
0
0
0
11767
ISHARES TR
RUSSELL 2000 ETF
464287655
4066
18590
SH
SOLE
0
0
0
18590
SPDR S&P 500 ETF TR
TR UNIT
78462F103
18200
42410
SH
SOLE
0
0
0
42410
AMAZON COM INC
COM
023135106
2648
806
SH
SOLE
0
0
0
806
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
803
2943
SH
SOLE
0
0
0
2943
EMERSON ELEC CO
COM
291011104
414
4390
SH
SOLE
0
0
0
4390
INVESCO QQQ TR
UNIT SER 1
46090E103
16332
45624
SH
SOLE
0
0
0
45624
AMGEN INC
COM
031162100
240
1128
SH
SOLE
0
0
0
1128
ABBOTT LABS
COM
002824100
229
1941
SH
SOLE
0
0
0
1941
ILLINOIS TOOL WKS INC
COM
452308109
645
3121
SH
SOLE
0
0
0
3121
DISNEY WALT CO
COM
254687106
1191
7041
SH
SOLE
0
0
0
7041
SEMPRA
COM
816851109
296
2340
SH
SOLE
0
0
0
2340
US BANCORP DEL
COM NEW
902973304
2949
49617
SH
SOLE
0
0
0
49617
JOHNSON & JOHNSON
COM
478160104
934
5786
SH
SOLE
0
0
0
5786
PFIZER INC
COM
717081103
375
8725
SH
SOLE
0
0
0
8725
CHEVRON CORP NEW
COM
166764100
274
2698
SH
SOLE
0
0
0
2698
MICROSOFT CORP
COM
594918104
4207
14924
SH
SOLE
0
0
0
14924
AT&T INC
COM
00206R102
266
9864
SH
SOLE
0
0
0
9864
LOCKHEED MARTIN CORP
COM
539830109
225
653
SH
SOLE
0
0
0
653
PEPSICO INC
COM
713448108
343
2280
SH
SOLE
0
0
0
2280
VERIZON COMMUNICATIONS INC
COM
92343V104
556
10303
SH
SOLE
0
0
0
10303
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
353
9400
SH
SOLE
0
0
0
9400
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
3263
21856
SH
SOLE
0
0
0
21856
BK OF AMERICA CORP
COM
060505104
301
7081
SH
SOLE
0
0
0
7081
STARBUCKS CORP
COM
855244109
300
2719
SH
SOLE
0
0
0
2719
AUTOMATIC DATA PROCESSING IN
COM
053015103
774
3870
SH
SOLE
0
0
0
3870
EXXON MOBIL CORP
COM
30231G102
934
15874
SH
SOLE
0
0
0
15874
WALMART INC
COM
931142103
298
2136
SH
SOLE
0
0
0
2136
PROCTER AND GAMBLE CO
COM
742718109
465
3324
SH
SOLE
0
0
0
3324
KIMBERLY-CLARK CORP
COM
494368103
286
2158
SH
SOLE
0
0
0
2158
HOME DEPOT INC
COM
437076102
1524
4642
SH
SOLE
0
0
0
4642
MCDONALDS CORP
COM
580135101
225
934
SH
SOLE
0
0
0
934
JPMORGAN CHASE & CO
COM
46625H100
2412
14736
SH
SOLE
0
0
0
14736
SOUTHWEST AIRLS CO
COM
844741108
598
11620
SH
SOLE
0
0
0
11620
INTUIT
COM
461202103
310
575
SH
SOLE
0
0
0
575
NEXTERA ENERGY INC
COM
65339F101
780
9929
SH
SOLE
0
0
0
9929
APPLE INC
COM
037833100
5753
40654
SH
SOLE
0
0
0
40654
CATERPILLAR INC
COM
149123101
290
1512
SH
SOLE
0
0
0
1512
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
286
5715
SH
SOLE
0
0
0
5715
NETFLIX INC
COM
64110L106
375
614
SH
SOLE
0
0
0
614
NVIDIA CORPORATION
COM
67066G104
1243
6002
SH
SOLE
0
0
0
6002
ISHARES TR
US TRSPRTION
464287192
862
3546
SH
SOLE
0
0
0
3546
NOVO-NORDISK A S
ADR
670100205
358
3726
SH
SOLE
0
0
0
3726
ALPHABET INC
CAP STK CL A
02079K305
422
158
SH
SOLE
0
0
0
158
VANGUARD INDEX FDS
VALUE ETF
922908744
1244
9191
SH
SOLE
0
0
0
9191
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
443
1793
SH
SOLE
0
0
0
1793
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
394
3872
SH
SOLE
0
0
0
3872
VANGUARD INDEX FDS
GROWTH ETF
922908736
2068
7128
SH
SOLE
0
0
0
7128
SPDR SER TR
S&P DIVID ETF
78464A763
4016
34165
SH
SOLE
0
0
0
34165
MASTERCARD INCORPORATED
CL A
57636Q104
681
1959
SH
SOLE
0
0
0
1959
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1488
18154
SH
SOLE
0
0
0
18154
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
3988
38584
SH
SOLE
0
0
0
38584
MERCADOLIBRE INC
COM
58733R102
238
142
SH
SOLE
0
0
0
142
ISHARES TR
ISHS 5-10YR INVT
464288638
536
8928
SH
SOLE
0
0
0
8928
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
514
2191
SH
SOLE
0
0
0
2191
VISA INC
COM CL A
92826C839
315
1413
SH
SOLE
0
0
0
1413
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
1607
15764
SH
SOLE
0
0
0
15764
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
294
2827
SH
SOLE
0
0
0
2827
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
275
2646
SH
SOLE
0
0
0
2646
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
248
3011
SH
SOLE
0
0
0
3011
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
318
3180
SH
SOLE
0
0
0
3180
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
713
4817
SH
SOLE
0
0
0
4817
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
463
6862
SH
SOLE
0
0
0
6862
TESLA INC
COM
88160R101
690
890
SH
SOLE
0
0
0
890
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
4379
85541
SH
SOLE
0
0
0
85541
SCHWAB STRATEGIC TR
US REIT ETF
808524847
523
11438
SH
SOLE
0
0
0
11438
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
2299
29983
SH
SOLE
0
0
0
29983
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1868
25166
SH
SOLE
0
0
0
25166
ISHARES TR
MSCI USA MIN VOL
46429B697
500
6805
SH
SOLE
0
0
0
6805
SPDR SER TR
PORTFOLIO SH TSR
78468R101
8697
283942
SH
SOLE
0
0
0
283942
FACEBOOK INC
CL A
30303M102
422
1242
SH
SOLE
0
0
0
1242
ABBVIE INC
COM
00287Y109
829
7690
SH
SOLE
0
0
0
7690
FLEXSHARES TR
QUALT DIVD IDX
33939L860
244
4382
SH
SOLE
0
0
0
4382
ISHARES TR
MSCI USA MMENTM
46432F396
384
2186
SH
SOLE
0
0
0
2186
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
201
3521
SH
SOLE
0
0
0
3521
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
316092600
1308
20494
SH
SOLE
0
0
0
20494
ALPHABET INC
CAP STK CL C
02079K107
754
283
SH
SOLE
0
0
0
283