0001712533-23-000007.txt : 20230428 0001712533-23-000007.hdr.sgml : 20230428 20230428150422 ACCESSION NUMBER: 0001712533-23-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 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: 23864910 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 03-31-2023 03-31-2023 Brickley Wealth Management

1900 O'FARRELL STREET SUITE 330 SAN MATEO CA 94403

13F HOLDINGS REPORT 028-18201 000287487 801-110453 N Stephen Brickley 650-638-0111 Stephen Brickley San Mateo X1 04-28-2023 0 38 364820925 false INFORMATION TABLE 2 BWM_1Q23_13F.xml AMERICAN CENTY ETF TR US SML CP VALU 025072877 235141 3175 SH SOLE 0 0 0 3175 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 25682881 439174 SH SOLE 0 0 0 439174 APPLE INC COM 037833100 37233329 225793 SH SOLE 0 0 0 225793 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 283760 919 SH SOLE 0 0 0 919 ILLUMINA INC COM 452327109 1476460 6349 SH SOLE 0 0 0 6349 INVESCO QQQ TR UNIT SER 1 46090E103 3931072 12249 SH SOLE 0 0 0 12249 ISHARES TR MSCI EAFE ETF 464287465 10217991 142869 SH SOLE 0 0 0 142869 ISHARES TR RUS MD CP GR ETF 464287481 887646 9749 SH SOLE 0 0 0 9749 ISHARES TR 1 3 YR TREAS BD 464287457 308922 3760 SH SOLE 0 0 0 3760 ISHARES TR 7-10 YR TRSY BD 464287440 1151675 11619 SH SOLE 0 0 0 11619 ISHARES TR RUS 1000 GRW ETF 464287614 12185969 49875 SH SOLE 0 0 0 49875 ISHARES TR CORE S&P US VLU 464287663 231891 3143 SH SOLE 0 0 0 3143 ISHARES TR CORE US AGGBD ET 464287226 226831 2277 SH SOLE 0 0 0 2277 ISHARES TR MSCI USA MMENTM 46432F396 4802335 34539 SH SOLE 0 0 0 34539 ISHARES TR MSCI INTL MOMENT 46434V449 1474211 45615 SH SOLE 0 0 0 45615 ISHARES TR MSCI USA SMCP MN 46435G433 4456654 128508 SH SOLE 0 0 0 128508 ISHARES TR EAFE SML CP ETF 464288273 359976 6049 SH SOLE 0 0 0 6049 ISHARES TR MSCI USA MIN VOL 46429B697 8321583 114402 SH SOLE 0 0 0 114402 ISHARES TR MSCI EAFE MIN VL 46429B689 2118946 31322 SH SOLE 0 0 0 31322 ISHARES TR CORE MSCI EAFE 46432F842 39514720 591095 SH SOLE 0 0 0 591095 META PLATFORMS INC CL A 30303M102 271707 1282 SH SOLE 0 0 0 1282 MICROSOFT CORP COM 594918104 813294 2821 SH SOLE 0 0 0 2821 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 949330 27280 SH SOLE 0 0 0 27280 SPDR S&P 500 ETF TR TR UNIT 78462F103 15861406 38744 SH SOLE 0 0 0 38744 VANGUARD INDEX FDS VALUE ETF 922908744 87024389 630109 SH SOLE 0 0 0 630109 VANGUARD INDEX FDS SM CP VAL ETF 922908611 18593397 117116 SH SOLE 0 0 0 117116 VANGUARD INDEX FDS SMALL CP ETF 922908751 2149692 11340 SH SOLE 0 0 0 11340 VANGUARD INDEX FDS GROWTH ETF 922908736 29137098 116810 SH SOLE 0 0 0 116810 VANGUARD INDEX FDS SML CP GRW ETF 922908595 20645260 95399 SH SOLE 0 0 0 95399 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6378380 47575 SH SOLE 0 0 0 47575 VANGUARD INDEX FDS TOTAL STK MKT 922908769 209917 1029 SH SOLE 0 0 0 1029 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2345444 58056 SH SOLE 0 0 0 58056 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 875382 9506 SH SOLE 0 0 0 9506 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 17084412 357265 SH SOLE 0 0 0 357265 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 5588512 93204 SH SOLE 0 0 0 93204 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 425176 7263 SH SOLE 0 0 0 7263 VANGUARD WORLD FD ESG US STK ETF 921910733 957257 13349 SH SOLE 0 0 0 13349 VANGUARD WORLD FD ESG INTL STK ETF 921910725 408879 7809 SH SOLE 0 0 0 7809