0001697024-20-000005.txt : 20201106
0001697024-20-000005.hdr.sgml : 20201106
20201106152651
ACCESSION NUMBER: 0001697024-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201106
DATE AS OF CHANGE: 20201106
EFFECTIVENESS DATE: 20201106
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SJA Financial Advisory, LLC
CENTRAL INDEX KEY: 0001697024
IRS NUMBER: 473857922
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18465
FILM NUMBER: 201294125
BUSINESS ADDRESS:
STREET 1: 10401 W. INNOVATION DRIVE
STREET 2: SUITE 100
CITY: WAUWATOSA
STATE: WI
ZIP: 53226
BUSINESS PHONE: 4143901492
MAIL ADDRESS:
STREET 1: 10401 W. INNOVATION DRIVE
STREET 2: SUITE 100
CITY: WAUWATOSA
STATE: WI
ZIP: 53226
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001697024
XXXXXXXX
09-30-2020
09-30-2020
SJA Financial Advisory, LLC
10401 W. INNOVATION DRIVE
SUITE 100
WAUWATOSA
WI
53226
13F HOLDINGS REPORT
028-18465
N
Angie L. Pingel
General Counsel & Chief Compliance Officer
4143901496
/s/ Angie L. Pingel
Wauwatosa
WI
11-06-2020
0
44
118711
false
INFORMATION TABLE
2
Form13FQ32020.xml
POWERSHARES QQQ TR
ETF
46090E103
227
815
SH
SOLE
0
0
0
815
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF
ETF
78468R739
1233
24715
SH
SOLE
0
0
0
24714
VANGUARD REIT INDEX ETF
ETF
922908553
3296
41743
SH
SOLE
0
1428
0
40314
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
ETF
464288158
262
2425
SH
SOLE
0
0
0
2424
ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF
ETF
464288117
921
17428
SH
SOLE
0
567
0
16861
ISHARES RUSSELL 2000 VALUE
ETF
464287630
363
3652
SH
SOLE
0
496
0
3155
SCHWAB U.S. SMALL-CAP ETF
ETF
808524607
255
3729
SH
SOLE
0
0
0
3728
ISHARES RUSSELL 1000 GROWTH ETF
ETF
464287614
1330
6132
SH
SOLE
0
0
0
6131
SCHWAB INTERNATIONAL EQUITY ETF
ETF
808524805
976
31072
SH
SOLE
0
0
0
31071
SCHWAB U.S. LARGE-CAP ETF
ETF
808524201
2600
32244
SH
SOLE
0
0
0
32244
ISHARES US REAL ESTATE ETF
ETF
464287739
1372
17183
SH
SOLE
0
2901
0
14281
SCHWAB U.S. LARGE-CAP GROWTH ETF
ETF
808524300
2715
23574
SH
SOLE
0
0
0
23574
ISHARES S&P SMALLCAP 600 ETF
ETF
464287804
784
11161
SH
SOLE
0
98
0
11062
SCHWAB EMERGING MARKETS EQUITY ETF
ETF
808524706
478
17846
SH
SOLE
0
0
0
17845
SCHWAB U.S. LARGE-CAP VALUE ETF
ETF
808524409
2195
42049
SH
SOLE
0
0
0
42048
SPDR S&P MIDCAP 400 ETF
ETF
78467Y107
513
1515
SH
SOLE
0
0
0
1515
SPDR S&P 400 MID CAP GROWTH ETF
ETF
78464A821
1289
22460
SH
SOLE
0
0
0
22459
SPDR S&P 600 SMALL CAP GROWTH ETF
ETF
78464A201
257
4346
SH
SOLE
0
0
0
4346
SPDR S&P 400 MID CAP VALUE ETF
ETF
78464A839
566
13050
SH
SOLE
0
0
0
13049
ISHARES RUSSELL MIDCAP VALUE INDEX
ETF
464287473
1016
12565
SH
SOLE
0
1233
0
11331
ISHARES RUSSELL 2000 ETF
ETF
464287655
945
6307
SH
SOLE
0
0
0
6306
SCHWAB US AGGREGATE BOND ETF
ETF
808524839
1374
24492
SH
SOLE
0
0
0
24492
ISHARES TRUST CORE MSCI TOTAL INTL STK ETF
ETF
46432F834
1222
20943
SH
SOLE
0
5893
0
15050
ISHARES CORE MSCI EAFE
ETF
46432F842
18157
301214
SH
SOLE
0
9681
0
291532
ISHARES CORE MSCI EMERGING MKTS
ETF
46434G103
7188
136145
SH
SOLE
0
7329
0
128815
ISHARES TRUST CORE SHORT-TERM US BD ETF
ETF
46432F859
231
4475
SH
SOLE
0
0
0
4475
VANGUARD TOTAL INTERNATIONAL BOND ETF
ETF
92203J407
456
7832
SH
SOLE
0
0
0
7832
ISHARES TR RUSSELL MIDCAP INDEX FD
ETF
464287499
490
8548
SH
SOLE
0
0
0
8547
ISHARES S&P SMALL-CAP 600 GROWTH ETF
ETF
464287887
2413
13679
SH
SOLE
0
834
0
12843
FIDELITY MSCI MATERIALS INDEX ETF
ETF
316092881
1783
51914
SH
SOLE
0
2504
0
49409
ISHARES S&P 500 VALUE ETF
ETF
464287408
7348
65345
SH
SOLE
0
5997
0
59347
ISHARES S&P 500 GROWTH ETF
ETF
464287309
6945
30057
SH
SOLE
0
292
0
29764
ISHARES S&P 500 INDEX
ETF
464287200
12184
36254
SH
SOLE
0
2020
0
34233
SPDR PORTFOLIO EMERGING MARKETS ETF
ETF
78463X509
904
24738
SH
SOLE
0
1463
0
23274
VANGUARD FTSE DEVELOPED MARKETS ETF
ETF
921943858
4817
117769
SH
SOLE
0
3629
0
114139
ISHARES AGGREGATE BOND ETF
ETF
464287226
6271
53121
SH
SOLE
0
5142
0
47978
ISHARES S&P SMALLCAP 600 VALUE ETF
ETF
464287879
3556
29047
SH
SOLE
0
1151
0
27895
ISHARES S&P MID-CAP 400 GROWTH ETF
ETF
464287606
8230
34407
SH
SOLE
0
2516
0
31890
ISHARES S&P MIDCAP 400 VALUE ETF
ETF
464287705
4115
30517
SH
SOLE
0
1945
0
28570
MFS INVT GRADE MUN TR SH BEN INT
CEF
59318B108
292
31082
SH
SOLE
0
0
0
31081
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
ETF
464288281
407
3674
SH
SOLE
0
1290
0
2383
ISHARES CORE S&P MID CAP ETF
ETF
464287507
2038
10998
SH
SOLE
0
1048
0
9949
ISHARES RUSSELL 1000 ETF
ETF
464287622
1441
7702
SH
SOLE
0
0
0
7702
ISHARES RUSSELL 1000 VALUE ETF
ETF
464287598
3257
27575
SH
SOLE
0
790
0
26784