0001910854-22-000003.txt : 20220809 0001910854-22-000003.hdr.sgml : 20220809 20220808194931 ACCESSION NUMBER: 0001910854-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220809 DATE AS OF CHANGE: 20220808 EFFECTIVENESS DATE: 20220809 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VANCE WEALTH, INC. CENTRAL INDEX KEY: 0001910854 IRS NUMBER: 851659330 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22302 FILM NUMBER: 221146021 BUSINESS ADDRESS: STREET 1: 26491 SUMMIT CIRCLE CITY: SANTA CLARITA STATE: CA ZIP: 91350 BUSINESS PHONE: 888-775-0950 MAIL ADDRESS: STREET 1: 26491 SUMMIT CIRCLE CITY: SANTA CLARITA STATE: CA ZIP: 91350 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001910854 XXXXXXXX 06-30-2022 06-30-2022 VANCE WEALTH, INC.

26491 SUMMIT CIRCLE SANTA CLARITA CA 91350

13F HOLDINGS REPORT 028-22302 N Christopher Pelch (888) 775-0950 Christopher Pelch Santa Clarita CA 08-08-2022 0 62 129317 false INFORMATION TABLE 2 q2202213fvance.xml LOTTERY COM INC *W EXP 05/09/202 54570M116 3 14061 SH SOLE 0 0 14061 SUMMIT THERAPEUTICS INC COM 86627T108 13 13299 SH SOLE 0 0 13299 NETFLIX INC COM 64110L106 210 1203 SH SOLE 0 0 1203 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 217 1679 SH SOLE 0 0 1679 WISDOMTREE TR US SMALLCAP DIVD 97717W604 218 7728 SH SOLE 0 0 7728 JOHNSON & JOHNSON COM 478160104 222 1250 SH SOLE 0 0 1250 PEPSICO INC COM 713448108 235 1409 SH SOLE 0 0 1409 NVIDIA CORPORATION COM 67066G104 238 1568 SH SOLE 0 0 1568 TEXAS INSTRS INC COM 882508104 247 1607 SH SOLE 0 0 1607 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 251 6144 SH SOLE 0 0 6144 WISDOMTREE TR INTL LRGCAP DV 97717W794 257 6150 SH SOLE 0 0 6150 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 260 1732 SH SOLE 0 0 1732 NORFOLK SOUTHN CORP COM 655844108 270 1188 SH SOLE 0 0 1188 EXXON MOBIL CORP COM 30231G102 294 3430 SH SOLE 0 0 3430 DEERE & CO COM 244199105 296 987 SH SOLE 0 0 987 ISHARES GOLD TR ISHARES NEW 464285204 331 9639 SH SOLE 0 0 9639 TESLA INC COM 88160R101 351 521 SH SOLE 0 0 521 WALGREENS BOOTS ALLIANCE INC COM 931427108 353 9307 SH SOLE 0 0 9307 META PLATFORMS INC CL A 30303M102 355 2201 SH SOLE 0 0 2201 CHEVRON CORP NEW COM 166764100 362 2501 SH SOLE 0 0 2501 REALTY INCOME CORP COM 756109104 369 5404 SH SOLE 0 0 5404 ISHARES TR S&P MC 400VL ETF 464287705 373 3955 SH SOLE 0 0 3955 VANGUARD BD INDEX FDS INTERMED TERM 921937819 373 4805 SH SOLE 0 0 4805 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 381 7735 SH SOLE 0 0 7735 COSTCO WHSL CORP NEW COM 22160K105 398 830 SH SOLE 0 0 830 SEMPRA COM 816851109 414 2758 SH SOLE 0 0 2758 BK OF AMERICA CORP COM 060505104 415 13342 SH SOLE 0 0 13342 VANGUARD INDEX FDS VALUE ETF 922908744 436 3303 SH SOLE 0 0 3303 MICROSOFT CORP COM 594918104 450 1754 SH SOLE 0 0 1754 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 455 5929 SH SOLE 0 0 5929 ABBOTT LABS COM 002824100 456 4195 SH SOLE 0 0 4195 AMAZON COM INC COM 023135106 505 4751 SH SOLE 0 0 4751 UNITED PARCEL SERVICE INC CL B 911312106 507 2780 SH SOLE 0 0 2780 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 548 4600 SH SOLE 0 0 4600 ISHARES TR S&P MC 400GR ETF 464287606 757 11873 SH SOLE 0 0 11873 PROCTER AND GAMBLE CO COM 742718109 769 5350 SH SOLE 0 0 5350 DISNEY WALT CO COM 254687106 808 8562 SH SOLE 0 0 8562 MEDTRONIC PLC SHS G5960L103 812 9048 SH SOLE 0 0 9048 ISHARES TR CORE MSCI EAFE 46432F842 969 16462 SH SOLE 0 0 16462 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 1047 10141 SH SOLE 0 0 10141 CBRE GROUP INC CL A 12504L109 1066 14481 SH SOLE 0 0 14481 ISHARES TR MSCI INTL VLU FT 46435G409 1150 51849 SH SOLE 0 0 51849 ISHARES TR RUS 2000 GRW ETF 464287648 1197 5802 SH SOLE 0 0 5802 ISHARES TR EAFE SML CP ETF 464288273 1440 26372 SH SOLE 0 0 26372 ISHARES TR MSCI EMG MKT ETF 464287234 1612 40211 SH SOLE 0 0 40211 ISHARES TR RUS 2000 VAL ETF 464287630 1651 12128 SH SOLE 0 0 12128 ISHARES INC CORE MSCI EMKT 46434G103 1691 34477 SH SOLE 0 0 34477 ISHARES TR RUS MD CP GR ETF 464287481 1808 22821 SH SOLE 0 0 22821 ISHARES TR EAFE GRWTH ETF 464288885 1850 22979 SH SOLE 0 0 22979 ISHARES TR RUS 1000 VAL ETF 464287598 1960 13521 SH SOLE 0 0 13521 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2347 8598 SH SOLE 0 0 8598 ISHARES TR RUS MDCP VAL ETF 464287473 2521 24819 SH SOLE 0 0 24819 ISHARES TR EAFE VALUE ETF 464288877 2749 63330 SH SOLE 0 0 63330 ISHARES TR RUS 1000 GRW ETF 464287614 2781 12714 SH SOLE 0 0 12714 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 3246 57668 SH SOLE 0 0 57668 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 3823 60160 SH SOLE 0 0 60160 INVESCO QQQ TR UNIT SER 1 46090E103 3924 14002 SH SOLE 0 0 14002 APPLE INC COM 037833100 4841 35406 SH SOLE 0 0 35406 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 7032 61041 SH SOLE 0 0 61041 ETF SER SOLUTIONS NETLEASE CORP 26922A248 11185 434385 SH SOLE 0 0 434385 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 20020 933746 SH SOLE 0 0 933746 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 33198 1424828 SH SOLE 0 0 1424828