0001681373-19-000001.txt : 20190117 0001681373-19-000001.hdr.sgml : 20190117 20190117105218 ACCESSION NUMBER: 0001681373-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190117 DATE AS OF CHANGE: 20190117 EFFECTIVENESS DATE: 20190117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Delphi Private Advisors LLC CENTRAL INDEX KEY: 0001681373 IRS NUMBER: 271054970 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17492 FILM NUMBER: 19530366 BUSINESS ADDRESS: STREET 1: 3611 VALLEY CENTRE DRIVE STREET 2: SUITE 125 CITY: SAN DIEGO STATE: CA ZIP: 92130 BUSINESS PHONE: 8582228050 MAIL ADDRESS: STREET 1: 3611 VALLEY CENTRE DRIVE STREET 2: SUITE 125 CITY: SAN DIEGO STATE: CA ZIP: 92130 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001681373 XXXXXXXX 12-31-2018 12-31-2018 Delphi Private Advisors LLC

3611 VALLEY CENTRE DRIVE SUITE 125 SAN DIEGO CA 92130

13F HOLDINGS REPORT 028-17492 N Gary Hirschfeld 858-222-8050 Gary Hirschfeld San Diego CA 01-17-2019 0 48 18001 false INFORMATION TABLE 2 delphi4q18.xml 3M CO COM 88579Y101 80 422 SH SOLE 422 0 0 ALPHABET INC CAP STK CL A 02079K305 22 21 SH SOLE 21 0 0 ALPHABET INC CAP STK CL C 02079K107 22 21 SH SOLE 21 0 0 AMAZON COM INC COM 023135106 5 3 SH SOLE 3 0 0 APPLE INC COM 037833100 102 646 SH SOLE 646 0 0 AT&T INC COM 00206R102 9 299 SH SOLE 299 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1 7 SH SOLE 7 0 0 CISCO SYS INC COM 17275R102 14 326 SH SOLE 326 0 0 EXXON MOBIL CORP COM 30231G102 1 11 SH SOLE 11 0 0 GENERAL MLS INC COM 370334104 3 86 SH SOLE 86 0 0 GENERAL MOLY INC COM 370373102 3 15000 SH SOLE 15000 0 0 HALLIBURTON CO COM 406216101 19 700 SH SOLE 700 0 0 INTEL CORP COM 458140100 13 279 SH SOLE 279 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1500 46137V597 7640 67220 SH SOLE 67220 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 132 1300 SH SOLE 1300 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 32 205 SH SOLE 205 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 233 1780 SH SOLE 1780 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 64 580 SH SOLE 580 0 0 ISHARES TR RUS 1000 ETF 464287622 133 961 SH SOLE 961 0 0 ISHARES TR CORE S&P MCP ETF 464287507 40 240 SH SOLE 240 0 0 ISHARES TR MSCI EAFE ETF 464287465 47 800 SH SOLE 800 0 0 JOHNSON & JOHNSON COM 478160104 12 94 SH SOLE 94 0 0 KRAFT HEINZ CO COM 500754106 2 57 SH SOLE 57 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 3 48 SH SOLE 48 0 0 MICROSOFT CORP COM 594918104 14 138 SH SOLE 138 0 0 NORFOLK SOUTHERN CORP COM 655844108 816 5460 SH SOLE 5460 0 0 NUVASIVE INC COM 670704105 4 75 SH SOLE 75 0 0 PEPSICO INC COM 713448108 2 16 SH SOLE 16 0 0 PFIZER INC COM 717081103 17 400 SH SOLE 400 0 0 PHILLIPS 66 COM 718546104 141 1639 SH SOLE 1639 0 0 QUALCOMM INC COM 747525103 61 1071 SH SOLE 1071 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4231 70869 SH SOLE 70869 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 108 4600 SH SOLE 4600 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 3391 103251 SH SOLE 103251 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 25 248 SH SOLE 248 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 28 325 SH SOLE 325 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4 77 SH SOLE 77 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 20 402 SH SOLE 402 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 38 615 SH SOLE 615 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 21 327 SH SOLE 327 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 25 1058 SH SOLE 1058 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 14 251 SH SOLE 251 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 3 55 SH SOLE 55 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 307 1230 SH SOLE 1230 0 0 UNION PAC CORP COM 907818108 75 544 SH SOLE 544 0 0 VARIAN MED SYS INC COM 92220P105 13 112 SH SOLE 112 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1 15 SH SOLE 15 0 0 WELLS FARGO CO NEW COM 949746101 10 216 SH SOLE 216 0 0