0001712533-23-000003.txt : 20230125
0001712533-23-000003.hdr.sgml : 20230125
20230125132127
ACCESSION NUMBER: 0001712533-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230125
DATE AS OF CHANGE: 20230125
EFFECTIVENESS DATE: 20230125
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: 23551676
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
X0202
13F-HR
LIVE
false
true
false
0001712533
XXXXXXXX
12-31-2022
12-31-2022
Brickley Wealth Management
1900 O'FARRELL STREET SUITE 330
SAN MATEO
CA
94403
13F HOLDINGS REPORT
028-18201
000287487
801-110453
N
Stephen Brickley
Stephen Brickley
650-638-0111
Stephen Brickley
San Mateo
X1
01-23-2023
0
39
336629524
false
INFORMATION TABLE
2
13F4qBWM2.xml
4Q2022 13F BWM
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
234707
3150
SH
SOLE
0
0
0
3150
AMERICAN CENTY ETF TR
INTL SMCP VLU
025072802
24086369
435165
SH
SOLE
0
0
0
435165
APPLE INC
COM
037833100
29327979
225721
SH
SOLE
0
0
0
225721
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
278319
901
SH
SOLE
0
0
0
901
ILLUMINA INC
COM
452327109
1284374
6352
SH
SOLE
0
0
0
6352
INVESCO QQQ TR
UNIT SER 1
46090E103
3290955
12359
SH
SOLE
0
0
0
12359
ISHARES TR
MSCI EAFE ETF
464287465
9381334
142921
SH
SOLE
0
0
0
142921
ISHARES TR
RUS 1000 GRW ETF
464287614
11750859
54849
SH
SOLE
0
0
0
54849
ISHARES TR
CORE S&P US VLU
464287663
221990
3143
SH
SOLE
0
0
0
3143
ISHARES TR
CORE S&P US GWT
464287671
244642
3001
SH
SOLE
0
0
0
3001
ISHARES TR
RUS MD CP GR ETF
464287481
848289
10147
SH
SOLE
0
0
0
10147
ISHARES TR
1 3 YR TREAS BD
464287457
305199
3760
SH
SOLE
0
0
0
3760
ISHARES TR
7-10 YR TRSY BD
464287440
1112868
11619
SH
SOLE
0
0
0
11619
ISHARES TR
CORE US AGGBD ET
464287226
228364
2355
SH
SOLE
0
0
0
2355
ISHARES TR
MSCI USA MMENTM
46432F396
4444040
30453
SH
SOLE
0
0
0
30453
ISHARES TR
MSCI INTL MOMENT
46434V449
1153336
37410
SH
SOLE
0
0
0
37410
ISHARES TR
MSCI USA SMCP MN
46435G433
4444886
128465
SH
SOLE
0
0
0
128465
ISHARES TR
EAFE SML CP ETF
464288273
396006
7011
SH
SOLE
0
0
0
7011
ISHARES TR
0-5 YR TIPS ETF
46429B747
615696
6350
SH
SOLE
0
0
0
6350
ISHARES TR
MSCI USA MIN VOL
46429B697
8242381
114319
SH
SOLE
0
0
0
114319
ISHARES TR
MSCI EAFE MIN VL
46429B689
1808942
28449
SH
SOLE
0
0
0
28449
ISHARES TR
CORE MSCI EAFE
46432F842
36339212
589539
SH
SOLE
0
0
0
589539
JOHNSON & JOHNSON
COM
478160104
220813
1250
SH
SOLE
0
0
0
1250
MICROSOFT CORP
COM
594918104
695718
2901
SH
SOLE
0
0
0
2901
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
944964
29338
SH
SOLE
0
0
0
29338
SPDR S&P 500 ETF TR
TR UNIT
78462F103
14798129
38695
SH
SOLE
0
0
0
38695
VANGUARD INDEX FDS
VALUE ETF
922908744
88276487
628884
SH
SOLE
0
0
0
628884
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
18661803
117518
SH
SOLE
0
0
0
117518
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2121118
11557
SH
SOLE
0
0
0
11557
VANGUARD INDEX FDS
GROWTH ETF
922908736
23517592
110354
SH
SOLE
0
0
0
110354
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
15078422
75189
SH
SOLE
0
0
0
75189
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
6492331
48006
SH
SOLE
0
0
0
48006
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2262927
58054
SH
SOLE
0
0
0
58054
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
1751561
20322
SH
SOLE
0
0
0
20322
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
14705896
314834
SH
SOLE
0
0
0
314834
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
5388464
92142
SH
SOLE
0
0
0
92142
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
419947
7263
SH
SOLE
0
0
0
7263
VANGUARD WORLD FD
ESG US STK ETF
921910733
868825
13192
SH
SOLE
0
0
0
13192
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
383780
7802
SH
SOLE
0
0
0
7802