0001898131-22-000001.txt : 20220128 0001898131-22-000001.hdr.sgml : 20220128 20220128132335 ACCESSION NUMBER: 0001898131-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220128 DATE AS OF CHANGE: 20220128 EFFECTIVENESS DATE: 20220128 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Wayfinding Financial, LLC CENTRAL INDEX KEY: 0001898131 IRS NUMBER: 000000000 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21523 FILM NUMBER: 22567051 BUSINESS ADDRESS: STREET 1: 19020 33RD AVE WEST, SUITE 390 CITY: LYNNWOOD STATE: WA ZIP: 98036 BUSINESS PHONE: 4253610707 MAIL ADDRESS: STREET 1: 19020 33RD AVE WEST, SUITE 390 CITY: LYNNWOOD STATE: WA ZIP: 98036 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001898131 XXXXXXXX 12-31-2021 12-31-2021 Wayfinding Financial, LLC
19020 33RD AVE WEST, SUITE 390 LYNNWOOD WA 98036
13F HOLDINGS REPORT 028-21523 N
Rod Ehrlich Consultant 4253727517 Rod Ehrlich Snoqualmie WA 01-28-2022 0 86 124706 false
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INTERNATIONAL BUSINESS MACHS Stock 459200101 338 2558 SH SOLE 0 0 2558 SALESFORCE INC Stock 79466L302 349 1642 SH SOLE 0 0 1642 INTEL CORP Stock 458140100 361 7523 SH SOLE 0 0 7523 MERCK & CO INC Stock 58933Y105 376 4676 SH SOLE 0 0 4676 COCA COLA CO Stock 191216100 378 6346 SH SOLE 0 0 6346 WELLS FARGO CO NEW Stock 949746101 379 7058 SH SOLE 0 0 7058 PFIZER INC Stock 717081103 400 7508 SH SOLE 0 0 7508 EXXON MOBIL CORP Stock 30231G102 404 5388 SH SOLE 0 0 5388 VERIZONMUNICATIONS INC Stock 92343V104 467 9131 SH SOLE 0 0 9131 CATERPILLAR INC Stock 149123101 483 2278 SH SOLE 0 0 2278 PEPSICO INC Stock 713448108 491 2899 SH SOLE 0 0 2899 JPMORGAN CHASE & CO Stock 46625H100 512 3526 SH SOLE 0 0 3526 CISCO SYS INC Stock 17275R102 555 10176 SH SOLE 0 0 10176 AUTOMATIC DATA PROCESSING INC Stock 053015103 600 3059 SH SOLE 0 0 3059 ABBOTT LABS Stock 002824100 602 5001 SH SOLE 0 0 5001 BERKSHIRE HATHAWAY INC DEL CL B Stock 084670702 638 2074 SH SOLE 0 0 2074 META PLATFORMS INC CL A Stock 30303M102 653 2218 SH SOLE 0 0 2218 CHEVRON CORP NEW Stock 166764100 659 4871 SH SOLE 0 0 4871 NIKE INC CL B Stock 654106103 671 4644 SH SOLE 0 0 4644 EMERSON ELEC CO Stock 291011104 703 7761 SH SOLE 0 0 7761 AMAZON INC Stock 023135106 789 282 SH SOLE 0 0 282 ABBVIE INC Stock 00287Y109 817 6010 SH SOLE 0 0 6010 MCDONALDS CORP Stock 580135101 836 3361 SH SOLE 0 0 3361 FISERV INC Stock 337738108 836 8343 SH SOLE 0 0 8343 PACCAR INC Stock 693718108 847 9089 SH SOLE 0 0 9089 3M CO Stock 88579Y101 893 5251 SH SOLE 0 0 5251 NEXTERA ENERGY INC Stock 65339F101 909 12543 SH SOLE 0 0 12543 BK OF AMERICA CORP Stock 060505104 910 20032 SH SOLE 0 0 20032 BOEING CO Stock 097023105 914 4820 SH SOLE 0 0 4820 HOME DEPOT INC Stock 437076102 995 2792 SH SOLE 0 0 2792 JOHNSON & JOHNSON Stock 478160104 1055 6189 SH SOLE 0 0 6189 PROCTER AND GAMBLE CO Stock 742718109 1119 7033 SH SOLE 0 0 7033 NVIDIA CORPORATION Stock 67066G104 1780 8112 SH SOLE 0 0 8112 COSTCO WHSL CORP NEW Stock 22160K105 2395 4963 SH 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ETF 464288877 417 8166 SH SOLE 0 0 8166 SCHWAB US AGG BOND ETF 808524839 472 8952 SH SOLE 0 0 8952 ISHARES RUSSELL 1000 GWTH ETF 464287614 476 1819 SH SOLE 0 0 1819 SCHWAB INTERNATIONAL EQUITY ETF 808524805 502 13665 SH SOLE 0 0 13665 SCHWAB U.S. LARGE-CAP GWTH ETF 808524300 541 3892 SH SOLE 0 0 3892 SCHWAB U.S. LARGE-CAP VALUE ETF 808524409 555 8009 SH SOLE 0 0 8009 VANGUARD S&P 500 ETF 922908363 703 1774 SH SOLE 0 0 1774 ISHARES ESG AWARE MSCI USA ETF 46435G425 810 8352 SH SOLE 0 0 8352 SPDR PORTFOLIO S&P 500 ETF 78464A854 1042 20563 SH SOLE 0 0 20563 COLUMBIA DIVERSIFIED FIXED INCOME ALLOC ETF 19761L508 1112 53928 SH SOLE 0 0 53928 INVESCO VARIABLE RATE PREFERRED ETF 46138G870 1440 56740 SH SOLE 0 0 56740 SPDR BLACKSTONE SENIOR LOAN ETF 78467V608 1946 42787 SH SOLE 0 0 42787 ISHARES BROAD USD INST GRADE CORP BOND ETF 464288620 2432 41968 SH SOLE 0 0 41968 ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF 46434V290 2451 47792 SH SOLE 0 0 47792 ISHARES MSCI USA MID-CAP MULTIFACTOR ETF 46435U143 2582 69564 SH SOLE 0 0 69564 FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 33739E108 3566 179753 SH SOLE 0 0 179753 WISDOMTREE ENHANCEDMODITY STRATEGY FND ETF 97717Y683 3853 176762 SH SOLE 0 0 176762 REAL ESTATE SELECT SECTOR SPDR FND ETF 81369Y860 5303 117202 SH SOLE 0 0 117202 ZACKS EARNINGS CONSISTENT PORTFOLIO ETF 98888G105 5921 240719 SH SOLE 0 0 240719 SPDR PORTFOLIO INT TERM CORP BOND ETF 78464A375 6423 181202 SH SOLE 0 0 181202 ISHARES CORE DIVIDEND GWTH ETF 46434V621 10560 201265 SH SOLE 0 0 201265 ISHARES CORE S&P 500 ETF 464287200 12731 29391 SH SOLE 0 0 29391