0001085146-21-000268.txt : 20210127 0001085146-21-000268.hdr.sgml : 20210127 20210127172209 ACCESSION NUMBER: 0001085146-21-000268 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210127 DATE AS OF CHANGE: 20210127 EFFECTIVENESS DATE: 20210127 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Affinity Capital Advisors, LLC CENTRAL INDEX KEY: 0001810023 IRS NUMBER: 461380672 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20220 FILM NUMBER: 21560979 BUSINESS ADDRESS: STREET 1: 825 PAGE STREET CITY: BERKELEY STATE: CA ZIP: 94710 BUSINESS PHONE: 510-984-0261 MAIL ADDRESS: STREET 1: 825 PAGE STREET CITY: BERKELEY STATE: CA ZIP: 94710 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001810023 XXXXXXXX 12-31-2020 12-31-2020 false Affinity Capital Advisors, LLC

825 PAGE STREET BERKELEY CA 94710

13F HOLDINGS REPORT 028-20220 N Sean Kenmore 510-984-0261 /s/Sean Kenmore Berkeley CA 01-25-2021 0 114 246115 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 202 1154 SH SOLE 0 0 1154 ADOBE SYSTEMS INCORPORATED COM 00724F101 489 977 SH SOLE 0 0 977 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 226 971 SH SOLE 0 0 971 ALPHABET INC CAP STK CL A 02079K305 498 284 SH SOLE 0 0 284 ALPHABET INC CAP STK CL C 02079K107 424 242 SH SOLE 0 0 242 AMAZON COM INC COM 023135106 1861 571 SH SOLE 0 0 571 AMERICAN EXPRESS CO COM 025816109 202 1673 SH SOLE 0 0 1673 AMETEK INC COM 031100100 993 8207 SH SOLE 0 0 8207 AMGEN INC COM 031162100 201 874 SH SOLE 0 0 874 APPLE INC COM 037833100 37640 283669 SH SOLE 0 0 283669 AT&T INC COM 00206R102 277 9618 SH SOLE 0 0 9618 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 820 3536 SH SOLE 0 0 3536 BK OF AMERICA CORP COM 060505104 303 10004 SH SOLE 0 0 10004 BLACKSTONE GROUP INC COM CL A 09260D107 210 3240 SH SOLE 0 0 3240 BOEING CO COM 097023105 431 2011 SH SOLE 0 0 2011 CATERPILLAR INC COM 149123101 284 1563 SH SOLE 0 0 1563 CHEGG INC COM 163092109 294 3255 SH SOLE 0 0 3255 CHEVRON CORP NEW COM 166764100 317 3758 SH SOLE 0 0 3758 CHURCH & DWIGHT INC COM 171340102 262 3004 SH SOLE 0 0 3004 CISCO SYS INC COM 17275R102 503 11246 SH SOLE 0 0 11246 CLOROX CO DEL COM 189054109 585 2899 SH SOLE 0 0 2899 COCA COLA CO COM 191216100 462 8422 SH SOLE 0 0 8422 COLGATE PALMOLIVE CO COM 194162103 322 3768 SH SOLE 0 0 3768 COMCAST CORP NEW CL A 20030N101 218 4154 SH SOLE 0 0 4154 COSTCO WHSL CORP NEW COM 22160K105 413 1097 SH SOLE 0 0 1097 DEERE & CO COM 244199105 696 2587 SH SOLE 0 0 2587 DISNEY WALT CO COM 254687106 689 3804 SH SOLE 0 0 3804 ELECTRONIC ARTS INC COM 285512109 355 2469 SH SOLE 0 0 2469 EPAM SYS INC COM 29414B104 228 635 SH SOLE 0 0 635 FACEBOOK INC CL A 30303M102 1713 6270 SH SOLE 0 0 6270 FATE THERAPEUTICS INC COM 31189P102 667 7339 SH SOLE 0 0 7339 HOME DEPOT INC COM 437076102 421 1584 SH SOLE 0 0 1584 HONEYWELL INTL INC COM 438516106 273 1285 SH SOLE 0 0 1285 HUBSPOT INC COM 443573100 292 736 SH SOLE 0 0 736 INTEL CORP COM 458140100 858 17230 SH SOLE 0 0 17230 INTUITIVE SURGICAL INC COM NEW 46120E602 272 333 SH SOLE 0 0 333 INVESCO QQQ TR UNIT SER 1 46090E103 1794 5717 SH SOLE 0 0 5717 ISHARES INC CORE MSCI EMKT 46434G103 4092 65963 SH SOLE 0 0 65963 ISHARES INC ESG AWR MSCI EM 46434G863 1220 29064 SH SOLE 0 0 29064 ISHARES TR BARCLAYS 7 10 YR 464287440 435 3623 SH SOLE 0 0 3623 ISHARES TR CALIF MUN BD ETF 464288356 489 7783 SH SOLE 0 0 7783 ISHARES TR COHEN STEER REIT 464287564 1159 21514 SH SOLE 0 0 21514 ISHARES TR CORE MSCI EAFE 46432F842 19427 281180 SH SOLE 0 0 281180 ISHARES TR CORE S&P MCP ETF 464287507 254 1107 SH SOLE 0 0 1107 ISHARES TR CORE S&P SCP ETF 464287804 2448 26633 SH SOLE 0 0 26633 ISHARES TR CORE US AGGBD ET 464287226 15180 128440 SH SOLE 0 0 128440 ISHARES TR ESG AW MSCI EAFE 46435G516 2167 29662 SH SOLE 0 0 29662 ISHARES TR ESG AWARE MSCI 46435U663 2002 58660 SH SOLE 0 0 58660 ISHARES TR ESG AWR MSCI USA 46435G425 1001 11634 SH SOLE 0 0 11634 ISHARES TR ESG AWR US AGRGT 46435U549 1280 22635 SH SOLE 0 0 22635 ISHARES TR ESG AWRE 1 5 YR 46435G243 1051 40157 SH SOLE 0 0 40157 ISHARES TR IBOXX INV CP ETF 464287242 534 3865 SH SOLE 0 0 3865 ISHARES TR MSCI EAFE ETF 464287465 458 6280 SH SOLE 0 0 6280 ISHARES TR MSCI EMG MKT ETF 464287234 250 4848 SH SOLE 0 0 4848 ISHARES TR RUS 1000 GRW ETF 464287614 4376 18146 SH SOLE 0 0 18146 ISHARES TR RUS 1000 VAL ETF 464287598 3060 22381 SH SOLE 0 0 22381 ISHARES TR RUS 2000 GRW ETF 464287648 2273 7927 SH SOLE 0 0 7927 ISHARES TR RUS 2000 VAL ETF 464287630 1523 11559 SH SOLE 0 0 11559 ISHARES TR RUS MDCP VAL ETF 464287473 1371 14135 SH SOLE 0 0 14135 ISHARES TR S&P 500 GRWT ETF 464287309 463 7257 SH SOLE 0 0 7257 J2 GLOBAL INC COM 48123V102 410 4200 SH SOLE 0 0 4200 JOHNSON & JOHNSON COM 478160104 881 5601 SH SOLE 0 0 5601 JPMORGAN CHASE & CO COM 46625H100 645 5076 SH SOLE 0 0 5076 LILLY ELI & CO COM 532457108 956 5662 SH SOLE 0 0 5662 MASTERCARD INCORPORATED CL A 57636Q104 1161 3254 SH SOLE 0 0 3254 MCDONALDS CORP COM 580135101 700 3262 SH SOLE 0 0 3262 MERCK & CO. INC COM 58933Y105 525 6414 SH SOLE 0 0 6414 MICROSOFT CORP COM 594918104 1837 8260 SH SOLE 0 0 8260 NETFLIX INC COM 64110L106 1094 2024 SH SOLE 0 0 2024 NEXTERA ENERGY INC COM 65339F101 256 3316 SH SOLE 0 0 3316 NORFOLK SOUTHN CORP COM 655844108 205 862 SH SOLE 0 0 862 NORTHROP GRUMMAN CORP COM 666807102 225 740 SH SOLE 0 0 740 PAYPAL HLDGS INC COM 70450Y103 274 1171 SH SOLE 0 0 1171 PEPSICO INC COM 713448108 280 1889 SH SOLE 0 0 1889 PFIZER INC COM 717081103 374 10172 SH SOLE 0 0 10172 PROCTER AND GAMBLE CO COM 742718109 1109 7968 SH SOLE 0 0 7968 RINGCENTRAL INC CL A 76680R206 750 1978 SH SOLE 0 0 1978 S&P GLOBAL INC COM 78409V104 223 678 SH SOLE 0 0 678 SCHWAB CHARLES CORP COM 808513105 212 3998 SH SOLE 0 0 3998 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3446 95694 SH SOLE 0 0 95694 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 253 2785 SH SOLE 0 0 2785 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 13155 102444 SH SOLE 0 0 102444 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 8946 150277 SH SOLE 0 0 150277 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 230 2527 SH SOLE 0 0 2527 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 7772 113991 SH SOLE 0 0 113991 SEAGATE TECHNOLOGY PLC SHS G7945M107 495 7958 SH SOLE 0 0 7958 SPDR S&P 500 ETF TR TR UNIT 78462F103 862 2305 SH SOLE 0 0 2305 SPDR SER TR PRTFLO S&P500 GW 78464A409 12993 235004 SH SOLE 0 0 235004 SPDR SER TR S&P 600 SML CAP 78464A813 7607 95635 SH SOLE 0 0 95635 SPDR SER TR SPDR S&P 500 ETF 78468R796 3561 38294 SH SOLE 0 0 38294 STARBUCKS CORP COM 855244109 218 2036 SH SOLE 0 0 2036 STEREOTAXIS INC COM NEW 85916J409 61 11900 SH SOLE 0 0 11900 STRYKER CORPORATION COM 863667101 287 1173 SH SOLE 0 0 1173 TESLA INC COM 88160R101 2547 3609 SH SOLE 0 0 3609 TWILIO INC CL A 90138F102 1243 3673 SH SOLE 0 0 3673 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 337 2729 SH SOLE 0 0 2729 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2229 38075 SH SOLE 0 0 38075 VANGUARD INDEX FDS GROWTH ETF 922908736 5812 22941 SH SOLE 0 0 22941 VANGUARD INDEX FDS MID CAP ETF 922908629 1478 7146 SH SOLE 0 0 7146 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 4362 51364 SH SOLE 0 0 51364 VANGUARD INDEX FDS SMALL CP ETF 922908751 2934 15073 SH SOLE 0 0 15073 VANGUARD INDEX FDS TOTAL STK MKT 922908769 252 1294 SH SOLE 0 0 1294 VANGUARD INDEX FDS VALUE ETF 922908744 21760 182922 SH SOLE 0 0 182922 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 488 9746 SH SOLE 0 0 9746 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 681 8183 SH SOLE 0 0 8183 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1416 30002 SH SOLE 0 0 30002 VANGUARD WORLD FD ESG INTL STK ETF 921910725 320 5400 SH SOLE 0 0 5400 VANGUARD WORLD FD ESG US STK ETF 921910733 2813 40093 SH SOLE 0 0 40093 VANGUARD WORLD FDS INF TECH ETF 92204A702 233 658 SH SOLE 0 0 658 VERIZON COMMUNICATIONS INC COM 92343V104 228 3888 SH SOLE 0 0 3888 VISA INC COM CL A 92826C839 1014 4637 SH SOLE 0 0 4637 WALGREENS BOOTS ALLIANCE INC COM 931427108 306 7672 SH SOLE 0 0 7672 WALMART INC COM 931142103 242 1675 SH SOLE 0 0 1675 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 209 619 SH SOLE 0 0 619