Chief Compliance Officer

0001172661-23-001708.txt : 20230417 0001172661-23-001708.hdr.sgml : 20230417 20230417135811 ACCESSION NUMBER: 0001172661-23-001708 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230417 DATE AS OF CHANGE: 20230417 EFFECTIVENESS DATE: 20230417 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Galvin, Gaustad & Stein, LLC CENTRAL INDEX KEY: 0001840945 IRS NUMBER: 272327502 STATE OF INCORPORATION: AZ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20555 FILM NUMBER: 23823532 BUSINESS ADDRESS: STREET 1: 7377 E. DOUBLETREE RANCH ROAD STREET 2: SUITE 250 CITY: SCOTTSDALE STATE: AZ ZIP: 85258 BUSINESS PHONE: (480) 776-1441 MAIL ADDRESS: STREET 1: 7377 E. DOUBLETREE RANCH ROAD STREET 2: SUITE 250 CITY: SCOTTSDALE STATE: AZ ZIP: 85258 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001840945 XXXXXXXX 03-31-2023 03-31-2023 false Galvin, Gaustad & Stein, LLC

7377 E. Doubletree Ranch Road Suite 250 Scottsdale AZ 85258

13F HOLDINGS REPORT 028-20555 000153410 801-71464 N Kim Jamieson Chief Compliance Officer 480-776-1441 /s/ Kim Jamieson Scottsdale AZ 04-17-2023 0 160 1014936573 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 9346696 88923 SH SOLE 0 0 88923 ABBVIE INC COM 00287Y109 17603625 110458 SH SOLE 0 0 110458 ALPHABET INC CAP STK CL C 02079K107 12788776 122969 SH SOLE 0 0 122969 ALPHABET INC CAP STK CL A 02079K305 5056838 48750 SH SOLE 0 0 48750 AMAZON COM INC COM 023135106 26505144 256609 SH SOLE 0 0 256609 AMGEN INC COM 031162100 3938833 16293 SH SOLE 0 0 16293 APPLE INC COM 037833100 21304179 129195 SH SOLE 0 0 129195 AUTOZONE INC COM 053332102 18836803 7663 SH SOLE 0 0 7663 BANK AMERICA CORP 7.25%CNV PFD L 060505682 1039306 890 SH SOLE 0 0 890 BANK AMERICA CORP COM 060505104 217794 7615 SH SOLE 0 0 7615 BANK NEW YORK MELLON CORP COM 064058100 22894888 503849 SH SOLE 0 0 503849 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1569166 5082 SH SOLE 0 0 5082 BERKSHIRE HATHAWAY INC DEL CL A 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ISHARES TR MSCI EAFE MIN VL 46429B689 321488 4752 SH SOLE 0 0 4752 ISHARES TR CORE S&P SCP ETF 464287804 15665693 162003 SH SOLE 0 0 162003 ISHARES TR CORE MSCI EAFE 46432F842 32244750 482345 SH SOLE 0 0 482345 ISHARES TR CORE TOTAL USD 46434V613 4295210 93071 SH SOLE 0 0 93071 ISHARES TR CORE DIVID ETF 46435U861 755789 20246 SH SOLE 0 0 20246 ISHARES TR CORE US AGGBD ET 464287226 20449973 205239 SH SOLE 0 0 205239 ISHARES TR RUS MID CAP ETF 464287499 224723 3214 SH SOLE 0 0 3214 ISHARES TR S&P 500 VAL ETF 464287408 241298 1590 SH SOLE 0 0 1590 ISHARES TR NATIONAL MUN ETF 464288414 4795394 44509 SH SOLE 0 0 44509 ISHARES TR RUS 1000 VAL ETF 464287598 538278 3535 SH SOLE 0 0 3535 ISHARES TR EAFE SML CP ETF 464288273 404678 6800 SH SOLE 0 0 6800 ISHARES TR CORE S&P500 ETF 464287200 2533634 6163 SH SOLE 0 0 6163 ISHARES TR CORE S&P TTL STK 464287150 624321 6895 SH SOLE 0 0 6895 ISHARES TR 0-5 YR TIPS ETF 46429B747 14380742 144923 SH SOLE 0 0 144923 ISHARES TR RUS 1000 GRW ETF 464287614 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2298 SH SOLE 0 0 2298 SCHWAB STRATEGIC TR US TIPS ETF 808524870 2780805 51871 SH SOLE 0 0 51871 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1041737 14239 SH SOLE 0 0 14239 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2174657 44572 SH SOLE 0 0 44572 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 17300307 343056 SH SOLE 0 0 343056 SCHWAB STRATEGIC TR LONG TERM US 808524680 444650 11870 SH SOLE 0 0 11870 SCHWAB STRATEGIC TR US REIT ETF 808524847 354120 18160 SH SOLE 0 0 18160 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 927167 6140 SH SOLE 0 0 6140 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 412965 2762 SH SOLE 0 0 2762 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 4854014 150980 SH SOLE 0 0 150980 SELECT SECTOR SPDR TR ENERGY 81369Y506 664379 8021 SH SOLE 0 0 8021 SERVICENOW INC COM 81762P102 278832 600 SH SOLE 0 0 600 SPDR S&P 500 ETF TR TR UNIT 78462F103 484718 1184 SH SOLE 0 0 1184 SPDR SER TR PORTFOLIO SHORT 78464A474 2123331 71662 SH SOLE 0 0 71662 SPDR SER TR RUSSELL YIELD 78468R770 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SH SOLE 0 0 96805 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 818132 10675 SH SOLE 0 0 10675 VANGUARD INDEX FDS VALUE ETF 922908744 980305 7098 SH SOLE 0 0 7098 VANGUARD INDEX FDS MID CAP ETF 922908629 482010 2285 SH SOLE 0 0 2285 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7659598 92240 SH SOLE 0 0 92240 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 207822 1550 SH SOLE 0 0 1550 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1255623 6152 SH SOLE 0 0 6152 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 417017 1109 SH SOLE 0 0 1109 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 200737 1030 SH SOLE 0 0 1030 VANGUARD INDEX FDS SM CP VAL ETF 922908611 859527 5414 SH SOLE 0 0 5414 VANGUARD INDEX FDS GROWTH ETF 922908736 292593 1173 SH SOLE 0 0 1173 VANGUARD INDEX FDS SMALL CP ETF 922908751 5355230 28251 SH SOLE 0 0 28251 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 815298 15248 SH SOLE 0 0 15248 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 20599299 188569 SH SOLE 0 0 188569 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 9569133 236860 SH SOLE 0 0 236860 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3952511 78020 SH SOLE 0 0 78020 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 9236236 121163 SH SOLE 0 0 121163 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 5946659 74594 SH SOLE 0 0 74594 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 12474292 155501 SH SOLE 0 0 155501 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1476341 9586 SH SOLE 0 0 9586 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 26098892 577793 SH SOLE 0 0 577793 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 445075 6041 SH SOLE 0 0 6041 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 253245 1062 SH SOLE 0 0 1062 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 404313 5191 SH SOLE 0 0 5191 VANGUARD WORLD FDS INF TECH ETF 92204A702 489161 1269 SH SOLE 0 0 1269 VERIZON COMMUNICATIONS INC COM 92343V104 323429 8317 SH SOLE 0 0 8317 VISA INC COM CL A 92826C839 10412156 46182 SH SOLE 0 0 46182 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