0001712533-22-000002.txt : 20220125
0001712533-22-000002.hdr.sgml : 20220125
20220125155738
ACCESSION NUMBER: 0001712533-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220125
DATE AS OF CHANGE: 20220125
EFFECTIVENESS DATE: 20220125
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Brickley Wealth Management
CENTRAL INDEX KEY: 0001712533
IRS NUMBER: 821096907
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18201
FILM NUMBER: 22553893
BUSINESS ADDRESS:
STREET 1: 1900 O'FARRELL STREET SUITE 330
CITY: SAN MATEO
STATE: CA
ZIP: 94403
BUSINESS PHONE: 650-638-0111
MAIL ADDRESS:
STREET 1: 1900 O'FARRELL STREET SUITE 330
CITY: SAN MATEO
STATE: CA
ZIP: 94403
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001712533
XXXXXXXX
12-31-2021
12-31-2021
Brickley Wealth Management
1900 O'FARRELL STREET SUITE 330
SAN MATEO
CA
94403
13F HOLDINGS REPORT
028-18201
N
Lisa M Marsden
LISA M MARSDEN
9548259890
Lisa M Marsden
Coral Springs
X1
01-25-2022
0
51
469137
false
INFORMATION TABLE
2
q13fbwm.xml
ALPHABET INC
CAP STK CL A
02079K305
333
115
SH
SOLE
0
0
0
115
ALPHABET INC
CAP STK CL C
02079K107
246
85
SH
SOLE
0
0
0
85
AMAZON COM INC
COM
023135106
470
141
SH
SOLE
0
0
0
141
APPLE INC
COM
037833100
40836
229973
SH
SOLE
0
0
0
229973
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
266
889
SH
SOLE
0
0
0
889
BK OF AMERICA CORP
COM
060505104
214
4799
SH
SOLE
0
0
0
4799
DISNEY WALT CO
COM
254687106
209
1349
SH
SOLE
0
0
0
1349
FACEBOOK INC
CL A
30303M102
414
1230
SH
SOLE
0
0
0
1230
HOME DEPOT INC
COM
437076102
370
891
SH
SOLE
0
0
0
891
ILLUMINA INC
COM
452327109
2429
6386
SH
SOLE
0
0
0
6386
INTEL CORP
COM
458140100
219
4250
SH
SOLE
0
0
0
4250
INVESCO QQQ TR
UNIT SER 1
46090E103
2546
6400
SH
SOLE
0
0
0
6400
ISHARES TR
RUS 1000 GRW ETF
464287614
21904
71677
SH
SOLE
0
0
0
71677
ISHARES TR
RUSSELL 3000 ETF
464287689
385
1387
SH
SOLE
0
0
0
1387
ISHARES TR
CORE S&P US VLU
464287663
376
4931
SH
SOLE
0
0
0
4931
ISHARES TR
RUS MD CP GR ETF
464287481
1303
11307
SH
SOLE
0
0
0
11307
ISHARES TR
MSCI EAFE ETF
464287465
11290
143494
SH
SOLE
0
0
0
143494
ISHARES TR
CORE US AGGBD ET
464287226
337
2957
SH
SOLE
0
0
0
2957
ISHARES TR
SHORT TREAS BD
464288679
214
1940
SH
SOLE
0
0
0
1940
ISHARES TR
EAFE SML CP ETF
464288273
24867
340221
SH
SOLE
0
0
0
340221
ISHARES TR
MSCI ACWI EX US
464288240
258
4648
SH
SOLE
0
0
0
4648
ISHARES TR
CORE MSCI EAFE
46432F842
43528
583176
SH
SOLE
0
0
0
583176
ISHARES TR
MSCI USA MMENTM
46432F396
5808
31946
SH
SOLE
0
0
0
31946
ISHARES TR
MSCI INTL MOMENT
46434V449
1629
42827
SH
SOLE
0
0
0
42827
ISHARES TR
MSCI USA SMCP MN
46435G433
5364
137232
SH
SOLE
0
0
0
137232
ISHARES TR
MSCI USA MIN VOL
46429B697
10195
126021
SH
SOLE
0
0
0
126021
ISHARES TR
MSCI EAFE MIN VL
46429B689
2609
33987
SH
SOLE
0
0
0
33987
JOHNSON & JOHNSON
COM
478160104
333
1947
SH
SOLE
0
0
0
1947
JPMORGAN CHASE & CO
COM
46625H100
203
1279
SH
SOLE
0
0
0
1279
LAM RESEARCH CORP
COM
512807108
203
282
SH
SOLE
0
0
0
282
MICROSOFT CORP
COM
594918104
1056
3140
SH
SOLE
0
0
0
3140
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
434
11156
SH
SOLE
0
0
0
11156
SPDR S&P 500 ETF TR
TR UNIT
78462F103
12657
26649
SH
SOLE
0
0
0
26649
TESLA INC
COM
88160R101
924
874
SH
SOLE
0
0
0
874
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
34271
423987
SH
SOLE
0
0
0
423987
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
7018
80092
SH
SOLE
0
0
0
80092
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
48203
873868
SH
SOLE
0
0
0
873868
VANGUARD INDEX FDS
VALUE ETF
922908744
91603
622682
SH
SOLE
0
0
0
622682
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
21791
121839
SH
SOLE
0
0
0
121839
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2899
12825
SH
SOLE
0
0
0
12825
VANGUARD INDEX FDS
GROWTH ETF
922908736
32079
99966
SH
SOLE
0
0
0
99966
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
18307
64967
SH
SOLE
0
0
0
64967
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
7340
48826
SH
SOLE
0
0
0
48826
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
256
1059
SH
SOLE
0
0
0
1059
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2903
58686
SH
SOLE
0
0
0
58686
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
205
1527
SH
SOLE
0
0
0
1527
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
421
3919
SH
SOLE
0
0
0
3919
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
5958
112764
SH
SOLE
0
0
0
112764
VANGUARD WORLD FD
ESG US STK ETF
921910733
1111
12642
SH
SOLE
0
0
0
12642
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
343
5527
SH
SOLE
0
0
0
5527