0001801373-22-000006.txt : 20221014 0001801373-22-000006.hdr.sgml : 20221014 20221014131230 ACCESSION NUMBER: 0001801373-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221014 DATE AS OF CHANGE: 20221014 EFFECTIVENESS DATE: 20221014 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: 221310893 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 09-30-2022 09-30-2022 LifeSteps Financial, Inc.

250 W. FIRST ST. #248 CLAREMONT CA 91711

13F HOLDINGS REPORT 028-19720 N GLADYS E LIMONES 909-267-3770 GLADYS E LIMONES CLAREMONT CA 10-14-2022 0 73 88733 false INFORMATION TABLE 2 LifeStepsFinancial13f0922.xml AMAZON COM INC COM Stock 023135106 1365 12076 SH SOLE 0 12076 0 0 INVESCO QQQ TRUST ETF 46090E103 11720 43851 SH SOLE 0 43850 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 2101 17684 SH SOLE 0 17684 0 0 STARBUCKS CORP COM Stock 855244109 222 2637 SH SOLE 0 2636 0 0 JOHNSON & JOHNSON COM Stock 478160104 847 5187 SH SOLE 0 5187 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 420 3329 SH SOLE 0 3328 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 255 3182 SH SOLE 0 3181 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 13437 37621 SH SOLE 0 37620 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 605 2128 SH SOLE 0 2127 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 443 2454 SH SOLE 0 2454 0 0 EMERSON ELEC CO COM Stock 291011104 309 4223 SH SOLE 0 4223 0 0 ISHARES TIPS BOND ETF ETF 464287176 989 9429 SH SOLE 0 9429 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 325 8548 SH SOLE 0 8547 0 0 PEPSICO INC COM Stock 713448108 496 3036 SH SOLE 0 3036 0 0 KIMBERLY-CLARK CORP COM Stock 494368103 218 1933 SH SOLE 0 1933 0 0 US BANCORP DEL COM NEW Stock 902973304 2041 50617 SH SOLE 0 50617 0 0 HOME DEPOT INC COM Stock 437076102 1246 4515 SH SOLE 0 4514 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 974 4304 SH SOLE 0 4304 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 222 5869 SH SOLE 0 5869 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 245 5844 SH SOLE 0 5844 0 0 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 519 9306 SH SOLE 0 9306 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 935 10729 SH SOLE 0 10729 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 843 3156 SH SOLE 0 3156 0 0 VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 92206C409 220 2966 SH SOLE 0 2966 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 307 3210 SH SOLE 0 3210 0 0 INTUIT COM Stock 461202103 215 554 SH SOLE 0 554 0 0 MICROSOFT CORP COM Stock 594918104 3164 13584 SH SOLE 0 13584 0 0 NEXTERA ENERGY INC COM Stock 65339F101 750 9565 SH SOLE 0 9564 0 0 TESLA INC COM Stock 88160R101 681 2568 SH SOLE 0 2568 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 311 1391 SH SOLE 0 1391 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 279 9180 SH SOLE 0 9180 0 0 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 418 7147 SH SOLE 0 7146 0 0 SCHWAB U.S. REIT ETF ETF 808524847 396 21206 SH SOLE 0 21205 0 0 SCHWAB U.S. MID-CAP ETF ETF 808524508 1710 28258 SH SOLE 0 28257 0 0 SCHWAB 1-5 YEAR CORPORATE BOND ETF ETF 808524714 433 9357 SH SOLE 0 9357 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 2732 16564 SH SOLE 0 16564 0 0 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 1733 26093 SH SOLE 0 26092 0 0 VISA INC COM CL A Stock 92826C839 257 1448 SH SOLE 0 1448 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 444 6715 SH SOLE 0 6715 0 0 VANGUARD VALUE ETF ETF 922908744 1925 15593 SH SOLE 0 15592 0 0 VANGUARD GROWTH ETF ETF 922908736 1417 6623 SH SOLE 0 6622 0 0 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 511 22471 SH SOLE 0 22471 0 0 ISHARES US TRANSPORTATION ETF ETF 464287192 498 2536 SH SOLE 0 2536 0 0 NVIDIA CORPORATION COM Stock 67066G104 681 5611 SH SOLE 0 5611 0 0 ABBVIE INC COM Stock 00287Y109 982 7316 SH SOLE 0 7315 0 0 VANGUARD TOTAL BOND MARKET ETF ETF 921937835 286 4014 SH SOLE 0 4014 0 0 FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860 207 4382 SH SOLE 0 4382 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 282 2153 SH SOLE 0 2153 0 0 FIDELITY MSCI HEALTH CARE INDEX ETF ETF 316092600 872 15120 SH SOLE 0 15119 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 681 11767 SH SOLE 0 11767 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 225 627 SH SOLE 0 627 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 1082 10359 SH SOLE 0 10358 0 0 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 421 8728 SH SOLE 0 8728 0 0 CHEVRON CORP NEW COM Stock 166764100 408 2842 SH SOLE 0 2842 0 0 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 228 2221 SH SOLE 0 2221 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 3606 32337 SH SOLE 0 32337 0 0 WALMART INC COM Stock 931142103 245 1887 SH SOLE 0 1887 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 3127 32961 SH SOLE 0 32961 0 0 PFIZER INC COM Stock 717081103 368 8418 SH SOLE 0 8417 0 0 CATERPILLAR INC COM Stock 149123101 275 1674 SH SOLE 0 1674 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 500 5200 SH SOLE 0 5200 0 0 AMGEN INC COM Stock 031162100 254 1128 SH SOLE 0 1128 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 1855 22494 SH SOLE 0 22494 0 0 ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 603 13558 SH SOLE 0 13558 0 0 VANGUARD LONG-TERM BOND ETF ETF 921937793 335 4660 SH SOLE 0 4660 0 0 VANGUARD MEGA CAP GROWTH ETF ETF 921910816 990 5682 SH SOLE 0 5681 0 0 EXXON MOBIL CORP COM Stock 30231G102 598 6847 SH SOLE 0 6847 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 232 459 SH SOLE 0 459 0 0 NOVO-NORDISK A S ADR ADR 670100205 360 3618 SH SOLE 0 3618 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 3927 17910 SH SOLE 0 17910 0 0 APPLE INC COM Stock 037833100 5443 39386 SH SOLE 0 39386 0 0 DISNEY WALT CO COM Stock 254687106 480 5083 SH SOLE 0 5083 0 0