0001085146-24-005223.txt : 20241029
0001085146-24-005223.hdr.sgml : 20241029
20241029134615
ACCESSION NUMBER: 0001085146-24-005223
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241029
DATE AS OF CHANGE: 20241029
EFFECTIVENESS DATE: 20241029
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: STEVENS CAPITAL PARTNERS
CENTRAL INDEX KEY: 0001965176
ORGANIZATION NAME:
IRS NUMBER: 873104700
STATE OF INCORPORATION: NE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22881
FILM NUMBER: 241404726
BUSINESS ADDRESS:
STREET 1: 15514 SPAULDING PLAZA
STREET 2: STE DO2
CITY: OMAHA
STATE: NE
ZIP: 68116
BUSINESS PHONE: (402) 251-5800
MAIL ADDRESS:
STREET 1: 15514 SPAULDING PLAZA
STREET 2: STE DO2
CITY: OMAHA
STATE: NE
ZIP: 68116
FORMER COMPANY:
FORMER CONFORMED NAME: MY PURPOSEFUL WEALTH CORP.
DATE OF NAME CHANGE: 20230208
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001965176
XXXXXXXX
09-30-2024
09-30-2024
false
STEVENS CAPITAL PARTNERS
15514 SPAULDING PLAZA
STE DO2
OMAHA
NE
68116
13F HOLDINGS REPORT
028-22881
000322064
801-122960
N
David Stevens
President & CCO
402-251-5800
/s/David Stevens
Omaha
NE
10-29-2024
0
62
209401933
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
256019
1544
SH
SOLE
0
0
1544
AMAZON COM INC
COM
023135106
BBG001S5PQL7
1050307
5637
SH
SOLE
0
0
5637
APPLE INC
COM
037833100
BBG001S5N8V8
2228470
9564
SH
SOLE
0
0
9564
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
2497087
5425
SH
SOLE
0
0
5425
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
BBG011DXXVM0
1063388
16395
SH
SOLE
0
0
16395
GLOBAL X FDS
GLBL X MLP ETF
37954Y343
BBG002WKD6P0
206626
4307
SH
SOLE
0
0
4307
ISHARES INC
CORE MSCI EMKT
46434G103
BBG003HC3DG9
599193
10437
SH
SOLE
0
0
10437
ISHARES TR
CORE MSCI EAFE
46432F842
BBG003H6TRS0
1195659
15319
SH
SOLE
0
0
15319
ISHARES TR
CORE S&P MCP ETF
464287507
BBG001SFC7V0
500114
8025
SH
SOLE
0
0
8025
ISHARES TR
CORE S&P TTL STK
464287150
BBG001SHTRL5
15533445
123654
SH
SOLE
0
0
123654
ISHARES TR
CORE S&P US GWT
464287671
BBG001SFQL99
8131103
61641
SH
SOLE
0
0
61641
ISHARES TR
CORE S&P US VLU
464287663
BBG001SFQL80
7088978
74238
SH
SOLE
0
0
74238
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
22364176
38771
SH
SOLE
0
0
38771
ISHARES TR
CORE US AGGBD ET
464287226
BBG001SM1QT8
1950224
19258
SH
SOLE
0
0
19258
ISHARES TR
RUS 1000 GRW ETF
464287614
BBG001S56320
4448740
11851
SH
SOLE
0
0
11851
ISHARES TR
RUS 1000 VAL ETF
464287598
BBG001S562P7
228448
1204
SH
SOLE
0
0
1204
ISHARES TR
RUS 2000 GRW ETF
464287648
BBG001S562F8
2875800
10126
SH
SOLE
0
0
10126
ISHARES TR
RUS 2000 VAL ETF
464287630
BBG001S56277
3077393
18447
SH
SOLE
0
0
18447
ISHARES TR
RUS MD CP GR ETF
464287481
BBG001S561Z8
4473220
38138
SH
SOLE
0
0
38138
ISHARES TR
RUS MDCP VAL ETF
464287473
BBG001S561V2
433510
3278
SH
SOLE
0
0
3278
ISHARES TR
RUS MID CAP ETF
464287499
BBG001SJCNS1
620848
7044
SH
SOLE
0
0
7044
ISHARES TR
S&P MC 400GR ETF
464287606
BBG001SFQL08
283061
3079
SH
SOLE
0
0
3079
ISHARES TR
S&P SML 600 GWT
464287887
BBG001SFQL44
1150061
8245
SH
SOLE
0
0
8245
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
287075
501
SH
SOLE
0
0
501
MICROSOFT CORP
COM
594918104
BBG001S5TD05
1340330
3115
SH
SOLE
0
0
3115
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
595497
4904
SH
SOLE
0
0
4904
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
BBG001T5XQY3
408839
9943
SH
SOLE
0
0
9943
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
BBG001T5XQV6
2624783
38685
SH
SOLE
0
0
38685
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
BBG001V036R6
216177
2602
SH
SOLE
0
0
2602
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
BBG001T5XQW5
3945239
76607
SH
SOLE
0
0
76607
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
BBG001SRXRJ1
1870478
49800
SH
SOLE
0
0
49800
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
BBG001SRXRD7
282706
6849
SH
SOLE
0
0
6849
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
993931
1732
SH
SOLE
0
0
1732
SPDR SER TR
PORTFOLI S&P1500
78464A805
BBG001SG6843
1480460
21131
SH
SOLE
0
0
21131
SPDR SER TR
PORTFOLIO INTRMD
78464A375
BBG001T2HCY9
223057
6617
SH
SOLE
0
0
6617
SPDR SER TR
PORTFOLIO S&P400
78464A847
BBG001SPT9T9
1464356
26780
SH
SOLE
0
0
26780
SPDR SER TR
PORTFOLIO S&P500
78464A854
BBG001SPTB87
730208
10816
SH
SOLE
0
0
10816
SPDR SER TR
PRTFLO S&P500 GW
78464A409
BBG001SD7RB9
765291
9227
SH
SOLE
0
0
9227
SPDR SER TR
PRTFLO S&P500 VL
78464A508
BBG001SG4284
7435075
140656
SH
SOLE
0
0
140656
SPDR SER TR
S&P 400 MDCP VAL
78464A839
BBG001SPTBM1
1427033
17959
SH
SOLE
0
0
17959
SPDR SER TR
S&P 600 SMCP GRW
78464A201
BBG001SG4275
737789
7924
SH
SOLE
0
0
7924
SPDR SER TR
S&P 600 SMCP VAL
78464A300
BBG001SG3JV2
2894332
33337
SH
SOLE
0
0
33337
STARBUCKS CORP
COM
855244109
BBG001S72KH6
371435
3810
SH
SOLE
0
0
3810
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
376659
2169
SH
SOLE
0
0
2169
TESLA INC
COM
88160R101
BBG001SQKGD7
337764
1291
SH
SOLE
0
0
1291
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
829977
4018
SH
SOLE
0
0
4018
UNION PAC CORP
COM
907818108
BBG001S5X2M0
9975571
40472
SH
SOLE
0
0
40472
VANGUARD INDEX FDS
GROWTH ETF
922908736
BBG001SHTTS4
56494838
147149
SH
SOLE
0
0
147149
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
BBG001SHTTQ6
374906
1424
SH
SOLE
0
0
1424
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
BBG001SRN7S6
1186084
4872
SH
SOLE
0
0
4872
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
BBG001SRN7W1
6050122
36084
SH
SOLE
0
0
36084
VANGUARD INDEX FDS
MID CAP ETF
922908629
BBG001SHVTS1
2049930
7770
SH
SOLE
0
0
7770
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
BBG001TC6MC1
245180
465
SH
SOLE
0
0
465
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
BBG001SHVTR2
1812778
9029
SH
SOLE
0
0
9029
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
BBG001SHTTW9
257366
963
SH
SOLE
0
0
963
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
BBG001SHTB03
6235893
22023
SH
SOLE
0
0
22023
VANGUARD INDEX FDS
VALUE ETF
922908744
BBG001SHVR78
7563129
43324
SH
SOLE
0
0
43324
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
BBG001SHTTZ6
447418
9350
SH
SOLE
0
0
9350
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
BBG009THVRX1
641809
12555
SH
SOLE
0
0
12555
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
BBG001T62M92
414159
6855
SH
SOLE
0
0
6855
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
BBG001SSPWL4
1280721
24251
SH
SOLE
0
0
24251
VANGUARD WORLD FD
INF TECH ETF
92204A702
BBG001SHTTR5
477668
814
SH
SOLE
0
0
814