0001712533-24-000006.txt : 20240125 0001712533-24-000006.hdr.sgml : 20240125 20240124174439 ACCESSION NUMBER: 0001712533-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240125 DATE AS OF CHANGE: 20240124 EFFECTIVENESS DATE: 20240125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Brickley Wealth Management CENTRAL INDEX KEY: 0001712533 ORGANIZATION NAME: 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: 24558002 BUSINESS ADDRESS: STREET 1: 1630 SOUTH DELAWARE STREET STREET 2: 5600 CITY: SAN MATEO STATE: CA ZIP: 94402-9998 BUSINESS PHONE: 650-638-0111 MAIL ADDRESS: STREET 1: 1630 SOUTH DELAWARE STREET STREET 2: 5600 CITY: SAN MATEO STATE: CA ZIP: 94402-9998 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001712533 XXXXXXXX 12-31-2023 12-31-2023 Brickley Wealth Management

1630 SOUTH DELAWARE STREET 5600 SAN MATEO CA 94402-9998

13F HOLDINGS REPORT 028-18201 000287487 801-110453 N Stephen Brickley 650-638-0111 Stephen Brickley San Mateo X1 01-23-2024 0 43 414454165 false INFORMATION TABLE 2 4q2023_BWM13F.xml ALPHABET INC CAP STK CL C 02079K107 218160 1548 SH SOLE 0 0 0 1548 AMAZON COM INC COM 023135106 255107 1679 SH SOLE 0 0 0 1679 AMERICAN CENTY ETF TR US SML CP VALU 025072877 292209 3254 SH SOLE 0 0 0 3254 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 27690804 443124 SH SOLE 0 0 0 443124 APPLE INC COM 037833100 58143941 301999 SH SOLE 0 0 0 301999 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 349170 979 SH SOLE 0 0 0 979 ILLUMINA INC COM 452327109 879161 6314 SH SOLE 0 0 0 6314 INVESCO QQQ TR UNIT SER 1 46090E103 1529148 3734 SH SOLE 0 0 0 3734 ISHARES TR MSCI EAFE ETF 464287465 10717935 142242 SH SOLE 0 0 0 142242 ISHARES TR RUS MD CP GR ETF 464287481 984327 9423 SH SOLE 0 0 0 9423 ISHARES TR 1 3 YR TREAS BD 464287457 327340 3990 SH SOLE 0 0 0 3990 ISHARES TR 7-10 YR TRSY BD 464287440 645620 6698 SH SOLE 0 0 0 6698 ISHARES TR RUS 1000 GRW ETF 464287614 11990992 39552 SH SOLE 0 0 0 39552 ISHARES TR CORE S&P US VLU 464287663 1013900 12023 SH SOLE 0 0 0 12023 ISHARES TR EAFE SML CP ETF 464288273 407426 6582 SH SOLE 0 0 0 6582 ISHARES TR MSCI USA MIN VOL 46429B697 8538881 109431 SH SOLE 0 0 0 109431 ISHARES TR MSCI EAFE MIN VL 46429B689 2089228 30130 SH SOLE 0 0 0 30130 ISHARES TR CORE MSCI EAFE 46432F842 41551668 590642 SH SOLE 0 0 0 590642 ISHARES TR CORE US AGGBD ET 464287226 253932 2559 SH SOLE 0 0 0 2559 ISHARES TR MSCI USA MMENTM 46432F396 5379951 34291 SH SOLE 0 0 0 34291 ISHARES TR MSCI INTL MOMENT 46434V449 1448668 42248 SH SOLE 0 0 0 42248 ISHARES TR MSCI USA SMCP MN 46435G433 4526381 126825 SH SOLE 0 0 0 126825 LAM RESEARCH CORP COM 512807108 223229 285 SH SOLE 0 0 0 285 META PLATFORMS INC CL A 30303M102 492358 1391 SH SOLE 0 0 0 1391 MICROSOFT CORP COM 594918104 1026589 2730 SH SOLE 0 0 0 2730 NVIDIA CORPORATION COM 67066G104 251077 507 SH SOLE 0 0 0 507 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1293511 34998 SH SOLE 0 0 0 34998 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 222379 2681 SH SOLE 0 0 0 2681 SPDR S&P 500 ETF TR TR UNIT 78462F103 19295209 40595 SH SOLE 0 0 0 40595 VANGUARD INDEX FDS VALUE ETF 922908744 93591485 626030 SH SOLE 0 0 0 626030 VANGUARD INDEX FDS SM CP VAL ETF 922908611 21013726 116762 SH SOLE 0 0 0 116762 VANGUARD INDEX FDS SMALL CP ETF 922908751 2347792 11005 SH SOLE 0 0 0 11005 VANGUARD INDEX FDS GROWTH ETF 922908736 36368897 116987 SH SOLE 0 0 0 116987 VANGUARD INDEX FDS SML CP GRW ETF 922908595 23008246 95166 SH SOLE 0 0 0 95166 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6863758 47333 SH SOLE 0 0 0 47333 VANGUARD INDEX FDS TOTAL STK MKT 922908769 518589 2186 SH SOLE 0 0 0 2186 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2412579 58700 SH SOLE 0 0 0 58700 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 694746 6753 SH SOLE 0 0 0 6753 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 17265464 363560 SH SOLE 0 0 0 363560 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 6538310 110221 SH SOLE 0 0 0 110221 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 233787 4008 SH SOLE 0 0 0 4008 VANGUARD WORLD FD ESG US STK ETF 921910733 1136146 13357 SH SOLE 0 0 0 13357 VANGUARD WORLD FD ESG INTL STK ETF 921910725 422339 7640 SH SOLE 0 0 0 7640