0001578370-23-000001.txt : 20230118 0001578370-23-000001.hdr.sgml : 20230118 20230118142142 ACCESSION NUMBER: 0001578370-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Madrona Financial Services, LLC CENTRAL INDEX KEY: 0001578370 IRS NUMBER: 201927034 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16498 FILM NUMBER: 23534063 BUSINESS ADDRESS: STREET 1: 2911 BOND STREET STREET 2: SUITE 200 CITY: EVERETT STATE: WA ZIP: 98201 BUSINESS PHONE: 425-212-3777 MAIL ADDRESS: STREET 1: 2911 BOND STREET STREET 2: SUITE 200 CITY: EVERETT STATE: WA ZIP: 98201 FORMER COMPANY: FORMER CONFORMED NAME: BondStreet Wealth Management, LLC DATE OF NAME CHANGE: 20130531 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001578370 XXXXXXXX 12-31-2022 12-31-2022 Madrona Financial Services, LLC
2911 BOND STREET SUITE 200 EVERETT WA 98201
13F HOLDINGS REPORT 028-16498 000115753 801-63693 N
Brian Evans Chief Executive Officer 425 252-6909 Brian Evans Everett WA 01-18-2023 0 78 174723836 false
INFORMATION TABLE 2 mfs13fq42022.xml ABBVIE INC COM 00287Y109 272959 1689 SH SOLE 0 0 0 1689 ALPHABET INC CAP STK CL C 02079K107 378196 4262 SH SOLE 0 0 0 4262 ALPHABET INC CAP STK CL A 02079K305 319393 3620 SH SOLE 0 0 0 3620 AMAZON COM INC COM 023135106 411936 4904 SH SOLE 0 0 0 4904 APPLE INC COM 037833100 1895743 14590 SH SOLE 0 0 0 14590 AUTOMATIC DATA PROCESSING IN COM 053015103 266090 1114 SH SOLE 0 0 0 1114 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1952141 6320 SH SOLE 0 0 0 6320 BERKSHIRE HATHAWAY INC DEL CL A 084670108 468711 1 SH SOLE 0 0 0 1 BOEING CO COM 097023105 942749 4949 SH SOLE 0 0 0 4949 CISCO SYS INC COM 17275R102 414563 8702 SH SOLE 0 0 0 8702 COASTAL FINL CORP WA COM NEW 19046P209 807840 17000 SH SOLE 0 0 0 17000 COSTCO WHSL CORP NEW COM 22160K105 2483305 5440 SH SOLE 0 0 0 5440 DIGITAL RLTY TR INC COM 253868103 224003 2234 SH SOLE 0 0 0 2234 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 226455 8381 SH SOLE 0 0 0 8381 DIMENSIONAL ETF TRUST US EQUITY ETF 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4743 SH SOLE 0 0 0 4743 PGIM ETF TR PGIM ULTRA SH BD 69344A107 3688123 75115 SH SOLE 0 0 0 75115 RBB FD INC US TREAS 3 MNTH 74933W452 4434953 88948 SH SOLE 0 0 0 88948 SELECT SECTOR SPDR TR ENERGY 81369Y506 8205822 93813 SH SOLE 0 0 0 93813 SOUTHERN CO COM 842587107 214230 3000 SH SOLE 0 0 0 3000 SPDR GOLD TR GOLD SHS 78463V107 456077 2689 SH SOLE 0 0 0 2689 SPDR S&P 500 ETF TR TR UNIT 78462F103 14631390 38259 SH SOLE 0 0 0 38259 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4876034 53307 SH SOLE 0 0 0 53307 STARBUCKS CORP COM 855244109 1105400 11143 SH SOLE 0 0 0 11143 TESLA INC COM 88160R101 381488 3097 SH SOLE 0 0 0 3097 TRIMTABS ETF TR FCF US QLTY ETF 89628W302 252410 5425 SH SOLE 0 0 0 5425 USIO INC COM 917313108 56232 34080 SH SOLE 0 0 0 34080 VANECK ETF TRUST IG FLOATING RATE 92189F486 8579278 344826 SH SOLE 0 0 0 344826 VANECK ETF TRUST CEF MUNI INCOME 92189F460 409013 19046 SH SOLE 0 0 0 19046 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 600723 12260 SH SOLE 0 0 0 12260 VANGUARD 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