0001085146-23-002651.txt : 20230712 0001085146-23-002651.hdr.sgml : 20230712 20230711210701 ACCESSION NUMBER: 0001085146-23-002651 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230711 EFFECTIVENESS DATE: 20230712 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Scott Capital Advisors, LLC CENTRAL INDEX KEY: 0001905673 IRS NUMBER: 844636104 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21489 FILM NUMBER: 231083140 BUSINESS ADDRESS: STREET 1: 707 SW WASHINGTON STREET STREET 2: SUITE 810 CITY: PORTLAND STATE: OR ZIP: 97205 BUSINESS PHONE: (503) 487-0864 MAIL ADDRESS: STREET 1: 707 SW WASHINGTON STREET STREET 2: SUITE 810 CITY: PORTLAND STATE: OR ZIP: 97205 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001905673 XXXXXXXX 06-30-2023 06-30-2023 false Scott Capital Advisors, LLC

707 SW WASHINGTON STREET SUITE 810 PORTLAND OR 97205

13F HOLDINGS REPORT 028-21489 N Jennifer Scott 503-487-0864 /s/Jennifer Scott Portland OR 07-11-2023 0 45 232436869 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AMAZON COM INC COM 023135106 BBG001S5PQL7 500582 3840 SH SOLE 0 0 3840 APPLE INC COM 037833100 BBG001S5N8V8 795265 4100 SH SOLE 0 0 4100 BERKSHIRE HATHAWAY INC DEL CL A 084670108 BBG001S902J2 1035620 2 SH SOLE 0 0 2 BOEING CO COM 097023105 BBG001S5P0V3 324857 1538 SH SOLE 0 0 1538 CISCO SYS INC COM 17275R102 BBG001S6HC62 204640 3955 SH SOLE 0 0 3955 CONAGRA BRANDS INC COM 205887102 BBG001S5PGY5 618020 18328 SH SOLE 0 0 18328 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 792650 1472 SH SOLE 0 0 1472 FERGUSON PLC NEW SHS G3421J106 BBG00NZ6VPK5 277478 1764 SH SOLE 0 0 1764 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 BBG0078X1341 361286 7954 SH SOLE 0 0 7954 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 4094187 11083 SH SOLE 0 0 11083 ISHARES TR CORE DIV GRWTH 46434V621 BBG006MJFZK4 8363346 162301 SH SOLE 0 0 162301 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 755764 12069 SH SOLE 0 0 12069 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 1313969 2948 SH SOLE 0 0 2948 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 1607745 16496 SH SOLE 0 0 16496 ISHARES TR MRGSTR MD CP GRW 464288307 BBG001SBRK44 7376677 121048 SH SOLE 0 0 121048 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 974102 9363 SH SOLE 0 0 9363 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 BBG00TSG0SK6 1044015 18869 SH SOLE 0 0 18869 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 BBG0130Y3986 1804030 39912 SH SOLE 0 0 39912 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 BBG00GP26NW0 9978787 199018 SH SOLE 0 0 199018 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 560487 3386 SH SOLE 0 0 3386 LAMB WESTON HLDGS INC COM 513272104 BBG003CVMLR1 335079 2915 SH SOLE 0 0 2915 MICROSOFT CORP COM 594918104 BBG001S5TD05 6885914 20221 SH SOLE 0 0 20221 NIKE INC CL B 654106103 BBG001S6NTK2 805471 7298 SH SOLE 0 0 7298 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 BBG00FJ5HWZ7 808664 21862 SH SOLE 0 0 21862 PFIZER INC COM 717081103 BBG001S5V466 215126 5865 SH SOLE 0 0 5865 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 32862731 452530 SH SOLE 0 0 452530 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 1453468 19393 SH SOLE 0 0 19393 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 880109 23351 SH SOLE 0 0 23351 STARBUCKS CORP COM 855244109 BBG001S72KH6 449667 4539 SH SOLE 0 0 4539 TESLA INC COM 88160R101 BBG001SQKGD7 536629 2050 SH SOLE 0 0 2050 VANGUARD BD INDEX FDS INTERMED TERM 921937819 BBG001ST39R1 17536079 233100 SH SOLE 0 0 233100 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 BBG001ST39Q2 457979 6060 SH SOLE 0 0 6060 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 BBG00ZXBYMT4 5940642 120843 SH SOLE 0 0 120843 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 25256245 89257 SH SOLE 0 0 89257 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 BBG001SRN7S6 235053 1142 SH SOLE 0 0 1142 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 BBG001SRN7W1 6804207 49170 SH SOLE 0 0 49170 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 9380158 42606 SH SOLE 0 0 42606 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 48845794 119932 SH SOLE 0 0 119932 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 24887380 125131 SH SOLE 0 0 125131 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 BBG009THVRX1 273922 5454 SH SOLE 0 0 5454 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 582944 7705 SH SOLE 0 0 7705 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 546258 3363 SH SOLE 0 0 3363 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 2285682 49495 SH SOLE 0 0 49495 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 BBG001SS0V24 1178719 11113 SH SOLE 0 0 11113 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 209442 5632 SH SOLE 0 0 5632