Managing Director

0001214659-24-002852.txt : 20240214 0001214659-24-002852.hdr.sgml : 20240214 20240214160012 ACCESSION NUMBER: 0001214659-24-002852 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Mission Creek Capital Partners, Inc. CENTRAL INDEX KEY: 0001801583 ORGANIZATION NAME: IRS NUMBER: 270750083 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20122 FILM NUMBER: 24637287 BUSINESS ADDRESS: STREET 1: 101 MISSION STREET STREET 2: SUITE 1750 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 BUSINESS PHONE: 415-363-0400 MAIL ADDRESS: STREET 1: 101 MISSION STREET STREET 2: SUITE 1750 CITY: SAN FRANCISCO STATE: CA ZIP: 94105 FORMER COMPANY: FORMER CONFORMED NAME: MISSION CREEK CAPITAL PARTNERS, INC DATE OF NAME CHANGE: 20200129 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001801583 XXXXXXXX 12-31-2023 12-31-2023 false Mission Creek Capital Partners, Inc.

101 MISSION STREET SUITE 1750 SAN FRANCISCO CA 94105

13F HOLDINGS REPORT 028-20122 N Charles S. Gehring Managing Director 415-363-0405 /s/ Charles S. Gehring San Francisco CA 02-12-2024 0 226 389070667 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 326583 2987 SH SOLE 0 0 2987 ABBOTT LABS COM 002824100 1769723 16078 SH SOLE 10 0 16068 ABBVIE INC COM 00287Y109 1788459 11541 SH SOLE 0 0 11540 ABRDN PLATINUM ETF TRUST PHYSCL PLATM SHS 003260106 532010 5836 SH SOLE 0 0 5836 ABRDN SILVER ETF TRUST PHYSCL SILVR SHS 003264108 1036559 45523 SH SOLE 0 0 45523 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1825785 5203 SH SOLE 0 0 5203 ADOBE INC COM 00724F101 2357167 3951 SH SOLE 0 0 3951 AIRBNB INC COM CL A 009066101 1021526 7504 SH SOLE 0 0 7503 ALPHABET INC CAP STK CL A 02079K305 2844507 20363 SH SOLE 0 0 20363 ALPHABET INC CAP STK CL C 02079K107 4907324 34821 SH SOLE 10 0 34811 AMAZON COM INC COM 023135106 5519524 36327 SH SOLE 0 0 36327 AMER STATES WTR CO COM 029899101 391248 4865 SH SOLE 0 0 4865 AMERICAN TOWER CORP NEW COM 03027X100 1506879 6980 SH SOLE 0 0 6980 AMERICAN WTR WKS CO INC NEW COM 030420103 1055578 7997 SH SOLE 0 0 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COM 701094104 670319 1455 SH SOLE 0 0 1455 PAYCHEX INC COM 704326107 1892384 15888 SH SOLE 0 0 15887 PEPSICO INC COM 713448108 1626728 9578 SH SOLE 0 0 9578 PROCTER AND GAMBLE CO COM 742718109 1932864 13190 SH SOLE 0 0 13190 PROLOGIS INC. COM 74340W103 1447326 10858 SH SOLE 0 0 10857 QUALCOMM INC COM 747525103 3142449 21728 SH SOLE 0 0 21727 REPUBLIC SVCS INC COM 760759100 337241 2045 SH SOLE 0 0 2045 ROCKWELL AUTOMATION INC COM 773903109 1178247 3795 SH SOLE 0 0 3794 ROSS STORES INC COM 778296103 1395454 10083 SH SOLE 0 0 10083 ROYAL BK CDA COM 780087102 1978970 19569 SH SOLE 0 0 19568 RTX CORPORATION COM 75513E101 1173787 13950 SH SOLE 0 0 13950 SALESFORCE INC COM 79466L302 2001180 7605 SH SOLE 0 0 7605 SAP SE SPON ADR 803054204 217199 1405 SH SOLE 0 0 1405 SCHLUMBERGER LTD COM STK 806857108 3578645 68767 SH SOLE 0 0 68767 SCHWAB CHARLES CORP COM 808513105 1373404 19962 SH SOLE 0 0 19962 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1093693 19646 SH SOLE 0 0 19646 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 470224 12723 SH SOLE 0 0 12722 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 440033 7802 SH SOLE 0 0 7802 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 267463 3224 SH SOLE 0 0 3224 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 308137 12430 SH SOLE 0 0 12429 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 251418 3338 SH SOLE 0 0 3338 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3764332 80745 SH SOLE 0 0 80745 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1125810 14788 SH SOLE 0 0 14788 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1910038 9923 SH SOLE 0 0 9923 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 876537 6427 SH SOLE 0 0 6427 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 879792 12214 SH SOLE 0 0 12214 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 1135167 30191 SH SOLE 0 0 30190 SELECT SECTOR SPDR TR ENERGY 81369Y506 813692 9705 SH SOLE 0 0 9705 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1008753 5641 SH SOLE 0 0 5641 SELECT SECTOR SPDR TR INDL 81369Y704 209993 1842 SH SOLE 0 0 1842 SERA PROGNOSTICS INC CLASS A COM 81749D107 194793 32574 SH SOLE 0 0 32574 SMUCKER J M CO COM NEW 832696405 1283578 10157 SH SOLE 0 0 10156 SOUTHWEST AIRLS CO COM 844741108 639230 22134 SH SOLE 0 0 22134 SPDR DOW JONES 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87612E106 285457 2004 SH SOLE 0 0 2004 TESLA INC COM 88160R101 446519 1797 SH SOLE 0 0 1797 TEXAS INSTRS INC COM 882508104 1051388 6168 SH SOLE 0 0 6167 THERMO FISHER SCIENTIFIC INC COM 883556102 581215 1095 SH SOLE 0 0 1095 TRUIST FINL CORP COM 89832Q109 296052 8019 SH SOLE 0 0 8018 UBER TECHNOLOGIES INC COM 90353T100 674807 10960 SH SOLE 0 0 10960 UIPATH INC CL A 90364P105 1528927 61551 SH SOLE 0 0 61551 UNION PAC CORP COM 907818108 684501 2787 SH SOLE 0 0 2786 UNITED PARCEL SERVICE INC CL B 911312106 260530 1657 SH SOLE 0 0 1657 UNITEDHEALTH GROUP INC COM 91324P102 2053484 3900 SH SOLE 5 0 3895 US BANCORP DEL COM NEW 902973304 1240839 28670 SH SOLE 0 0 28670 VANGUARD BD INDEX FDS INTERMED TERM 921937819 333037 4360 SH SOLE 0 0 4360 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 385184 4359 SH SOLE 0 0 4359 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 584438 1338 SH SOLE 0 0 1338 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5652538 31408 SH SOLE 0 0 31408 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 357476 1628 SH SOLE 0 0 1628 VANGUARD INDEX FDS SML CP GRW ETF 922908595 353927 1464 SH SOLE 0 0 1463 VANGUARD INDEX FDS VALUE ETF 922908744 1040587 6960 SH SOLE 0 0 6960 VANGUARD INDEX FDS GROWTH ETF 922908736 1456251 4684 SH SOLE 0 0 4684 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 359306 2478 SH SOLE 0 0 2477 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 618218 7990 SH SOLE 0 0 7990 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2367743 29131 SH SOLE 70 0 29060 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 595613 10041 SH SOLE 0 0 10040 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 552793 8984 SH SOLE 0 0 8984 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 2238028 27923 SH SOLE 105 0 27818 VANGUARD STAR FDS VG TL INTL STK F 921909768 690418 11912 SH SOLE 0 0 11911 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 712925 14884 SH SOLE 0 0 14883 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 473071 1887 SH SOLE 0 0 1887 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 355554 1613 SH SOLE 0 0 1613 VANGUARD WORLD FDS INF TECH ETF 92204A702 936540 1935 SH SOLE 0 0 1935 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 271590 2307 SH SOLE 0 0 2307 VERIZON COMMUNICATIONS INC COM 92343V104 2215366 58763 SH SOLE 25 0 58738 VISA INC COM CL A 92826C839 4237464 16276 SH SOLE 0 0 16276 WALMART INC COM 931142103 906488 5750 SH SOLE 0 0 5750 WASTE MGMT INC DEL COM 94106L109 2984034 16661 SH SOLE 0 0 16661 WELLS FARGO CO NEW COM 949746101 232550 4725 SH SOLE 0 0 4724 WISDOMTREE TR US MIDCAP DIVID 97717W505 299235 6549 SH SOLE 0 0 6549 WORKDAY INC CL A 98138H101 2058027 7455 SH SOLE 0 0 7455 WORLD GOLD TR SPDR GLD MINIS 98149E303 2773125 67786 SH SOLE 0 0 67786 WP CAREY INC COM 92936U109 1789387 27610 SH SOLE 0 0 27609 XYLEM INC COM 98419M100 238441 2085 SH SOLE 0 0 2085 YUM BRANDS INC COM 988498101 889220 6806 SH SOLE 0 0 6805 ZOETIS INC CL A 98978V103 221252 1121 SH SOLE 0 0 1121