0000752832-17-000005.txt : 20171010 0000752832-17-000005.hdr.sgml : 20171009 20171010113658 ACCESSION NUMBER: 0000752832-17-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171010 DATE AS OF CHANGE: 20171010 EFFECTIVENESS DATE: 20171010 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPROPRIATE BALANCE FINANCIAL SERVICES INC. CENTRAL INDEX KEY: 0000752832 IRS NUMBER: 911261517 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17409 FILM NUMBER: 171129525 BUSINESS ADDRESS: STREET 1: 11245 SE 6TH STREET, SUITE 210 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 425.451.0499 MAIL ADDRESS: STREET 1: 11245 SE 6TH STREET, SUITE 210 CITY: BELLEVUE STATE: WA ZIP: 98004 FORMER COMPANY: FORMER CONFORMED NAME: APPROPRIATE BALANCE FINANCIAL PLANNING INC /ADV/ DATE OF NAME CHANGE: 19850227 FORMER COMPANY: FORMER CONFORMED NAME: APPROPRIATE BALANCE FINANCIAL SERVICES INC /ADV DATE OF NAME CHANGE: 19840913 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000752832 XXXXXXXX 09-30-2017 09-30-2017 APPROPRIATE BALANCE FINANCIAL SERVICES INC.

11245 SE 6TH STREET, SUITE 210 BELLEVUE WA 98004

13F HOLDINGS REPORT 028-17409 N Mark jaeger 425-4510499 Mark jaeger Bellevue WA 10-10-2017 0 30 183618 false INFORMATION TABLE 2 13fQ3.2017.xml 13FQ32017 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4951 855 SH SOLE 4951 0 0 ALPHABET INC CAP STK CL A 02079K305 1324 1289 SH SOLE 1324 0 0 AMAZON COM INC COM 023135106 1501 1442 SH SOLE 1501 0 0 DISNEY WALT CO COM DISNEY 254687106 4479 441 SH SOLE 4479 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 164949 11711 SH SOLE 164949 0 0 FACEBOOK INC CL A 30303M102 7695 1314 SH SOLE 7695 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 775 810 SH SOLE 775 0 0 ISHARES TR CORE S&P500 ETF 464287200 6108 1544 SH SOLE 6108 0 0 ISHARES TR S&P 500 VAL ETF 464287408 115470 12460 SH SOLE 115470 0 0 ISHARES TR CORE S&P SCP ETF 464287804 240454 17846 SH SOLE 240454 0 0 MICROSOFT CORP COM 594918104 10789 803 SH SOLE 10789 0 0 NETFLIX INC COM 64110L106 5050 915 SH SOLE 5050 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 200834 29211 SH SOLE 200834 0 0 PRICELINE GRP INC COM NEW 741503403 319 584 SH SOLE 319 0 0 OPPENHEIMER REV WEIGHTED ETF SMALL CAP REV ET 68386C302 12546 859 SH SOLE 12546 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 95227 23923 SH SOLE 95227 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 71273 23258 SH SOLE 71273 0 0 SALESFORCE COM INC COM 79466L302 6019 562 SH SOLE 6019 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 31256 1876 SH SOLE 31256 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 467855 12098 SH SOLE 467855 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 114260 6752 SH SOLE 114260 0 0 SHOPIFY INC CL A 82509L107 5611 653 SH SOLE 5611 0 0 STARBUCKS CORP COM 855244109 15137 812 SH SOLE 15137 0 0 TESLA MTRS INC COM 88160R101 2223 758 SH SOLE 2223 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 169456 7356 SH SOLE 169456 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 87227 3800 SH SOLE 87227 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 39691 5834 SH SOLE 39691 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 22871 3036 SH SOLE 22871 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 106047 10585 SH SOLE 106047 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1641 231 SH SOLE 1641 0 0