Chief Compliance Officer

0001908433-23-000001.txt : 20230202 0001908433-23-000001.hdr.sgml : 20230202 20230201182626 ACCESSION NUMBER: 0001908433-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230202 DATE AS OF CHANGE: 20230201 EFFECTIVENESS DATE: 20230202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kathleen S. Wright Associates Inc. CENTRAL INDEX KEY: 0001908433 IRS NUMBER: 251852853 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21575 FILM NUMBER: 23578179 BUSINESS ADDRESS: STREET 1: 61 MCMURRAY ROAD STREET 2: SUITE 204 CITY: PITTSBURGH STATE: PA ZIP: 15241 BUSINESS PHONE: 412-854-2100 MAIL ADDRESS: STREET 1: 61 MCMURRAY ROAD STREET 2: SUITE 204 CITY: PITTSBURGH STATE: PA ZIP: 15241 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001908433 XXXXXXXX 12-31-2022 12-31-2022 Kathleen S. Wright Associates Inc.

61 MCMURRAY ROAD SUITE 204 PITTSBURGH PA 15241

13F HOLDINGS REPORT 028-21575 000121300 801-62560 N Adam K. Wright Chief Compliance Officer 412-854-2100 Adam K. 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SOLE 20656 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 689000 7990 SH SOLE 7990 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 240000 6148 SH SOLE 6148 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 78000 645 SH SOLE 645 0 0 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 832000 18288 SH SOLE 18288 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 0 2 SH SOLE 2 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7186000 20452 SH SOLE 20452 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 33000 400 SH SOLE 400 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3458000 21775 SH SOLE 21775 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 4700000 23061 SH SOLE 23061 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 90000 514 SH SOLE 514 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 5005000 23486 SH SOLE 23486 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 634000 4520 SH SOLE 4520 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1980000 10787 SH SOLE 10787 0 0 VANGUARD INDEX FDS TOTAL STK 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