0001085146-20-001250.txt : 20200429 0001085146-20-001250.hdr.sgml : 20200429 20200429142135 ACCESSION NUMBER: 0001085146-20-001250 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Shone Asset Management LLC CENTRAL INDEX KEY: 0001727270 IRS NUMBER: 050622282 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20225 FILM NUMBER: 20829329 BUSINESS ADDRESS: STREET 1: 1676 N. CALIFORNIA BOULEVARD STREET 2: SUITE 410 CITY: WALNUT CREEK STATE: CA ZIP: 94596 BUSINESS PHONE: 925-472-0874 MAIL ADDRESS: STREET 1: 1676 N. CALIFORNIA BOULEVARD STREET 2: SUITE 410 CITY: WALNUT CREEK STATE: CA ZIP: 94596 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001727270 XXXXXXXX 03-31-2020 03-31-2020 false Shone Asset Management LLC

1676 N. CALIFORNIA BOULEVARD SUITE 410 WALNUT CREEK CA 94596

13F HOLDINGS REPORT 028-20225 N Mark Shone 925-209-3771 /s/Mark Shone WALNUT CREEK CA 04-29-2020 0 32 84502 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 208 169 SH SOLE 0 0 169 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 1407 32694 SH SOLE 0 0 32694 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3957 109148 SH SOLE 0 0 109148 APPLE INC COM 037833100 1509 5417 SH SOLE 0 0 5417 FLEXSHARES TR HIG YLD VL ETF 33939L662 4773 113424 SH SOLE 0 0 113424 FLEXSHARES TR INTL QLTDV IDX 33939L837 5706 304808 SH SOLE 0 0 304808 FLEXSHARES TR QUALT DIVD IDX 33939L860 5782 144505 SH SOLE 0 0 144505 FLEXSHARES TR READY ACC VARI 33939L886 7539 99849 SH SOLE 0 0 99849 ISHARES INC CORE MSCI EMKT 46434G103 590 13602 SH SOLE 0 0 13602 ISHARES TR CORE S&P500 ETF 464287200 4406 15371 SH SOLE 0 0 15371 ISHARES TR S&P 500 GRWT ETF 464287309 3123 17056 SH SOLE 0 0 17056 ISHARES TR S&P 500 VAL ETF 464287408 1215 11390 SH SOLE 0 0 11390 ISHARES TR CORE S&P MCP ETF 464287507 1263 7766 SH SOLE 0 0 7766 ISHARES TR RUS 1000 VAL ETF 464287598 2107 19109 SH SOLE 0 0 19109 ISHARES TR RUS 1000 GRW ETF 464287614 5477 32584 SH SOLE 0 0 32584 ISHARES TR CORE S&P SCP ETF 464287804 1501 23988 SH SOLE 0 0 23988 ISHARES TR SHORT TREAS BD 464288679 1217 10973 SH SOLE 0 0 10973 ISHARES TR CORE 1 5 YR USD 46432F859 1915 37591 SH SOLE 0 0 37591 JOHNSON & JOHNSON COM 478160104 246 1623 SH SOLE 0 0 1623 MICROSOFT CORP COM 594918104 577 3400 SH SOLE 0 0 3400 ORACLE CORP COM 68389X105 211 3964 SH SOLE 0 0 3964 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1407 20657 SH SOLE 0 0 20657 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 241 4121 SH SOLE 0 0 4121 SPDR SER TR S&P 600 SMCP VAL 78464A300 469 10261 SH SOLE 0 0 10261 SPDR SER TR PRTFLO S&P500 GW 78464A409 14327 361154 SH SOLE 0 0 361154 SPDR SER TR PRTFLO S&P500 VL 78464A508 5082 177515 SH SOLE 0 0 177515 STARBUCKS CORP COM 855244109 238 3022 SH SOLE 0 0 3022 SVB FINANCIAL GROUP COM 78486Q101 495 2564 SH SOLE 0 0 2564 UNITEDHEALTH GROUP INC COM 91324P102 415 1438 SH SOLE 0 0 1438 VANGUARD INDEX FDS GROWTH ETF 922908736 4003 22906 SH SOLE 0 0 22906 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 417 5166 SH SOLE 0 0 5166 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 2679 42988 SH SOLE 0 0 42988