0001085146-20-001938.txt : 20200731
0001085146-20-001938.hdr.sgml : 20200731
20200730215008
ACCESSION NUMBER: 0001085146-20-001938
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200731
DATE AS OF CHANGE: 20200730
EFFECTIVENESS DATE: 20200731
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: 201063485
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
06-30-2020
06-30-2020
false
Shone Asset Management LLC
1676 N. CALIFORNIA BOULEVARD
SUITE 410
WALNUT CREEK
CA
94596
13F HOLDINGS REPORT
028-20225
N
Mark Shone
Owner & Chief Compliance Officer
925-209-3771
/s/Mark Shone
WALNUT CREEK
CA
07-27-2020
0
36
100973
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
VISA INC
COM CL A
92826C839
224
1137
SH
SOLE
0
0
1137
ISHARES INC
CORE MSCI EMKT
46434G103
703
13635
SH
SOLE
0
0
13635
ORACLE CORP
COM
68389X105
221
3964
SH
SOLE
0
0
3964
SVB FINANCIAL GROUP
COM
78486Q101
577
2564
SH
SOLE
0
0
2564
ISHARES TR
CORE S&P500 ETF
464287200
4197
12946
SH
SOLE
0
0
12946
FLEXSHARES TR
HIG YLD VL ETF
33939L662
6052
130560
SH
SOLE
0
0
130560
ISHARES TR
RUS 1000 GRW ETF
464287614
6306
31454
SH
SOLE
0
0
31454
FLEXSHARES TR
INTL QLTDV IDX
33939L837
7043
335528
SH
SOLE
0
0
335528
ALPHABET INC
CAP STK CL C
02079K107
256
169
SH
SOLE
0
0
169
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
6297
148363
SH
SOLE
0
0
148363
ISHARES TR
S&P 500 GRWT ETF
464287309
4468
20622
SH
SOLE
0
0
20622
FLEXSHARES TR
QUALT DIVD IDX
33939L860
7016
159094
SH
SOLE
0
0
159094
ISHARES TR
CORE S&P SCP ETF
464287804
1675
23519
SH
SOLE
0
0
23519
HOME DEPOT INC
COM
437076102
234
887
SH
SOLE
0
0
887
YUM CHINA HLDGS INC
COM
98850P109
218
4152
SH
SOLE
0
0
4152
SPDR SER TR
PRTFLO S&P500 GW
78464A409
16832
358822
SH
SOLE
0
0
358822
ALPHABET INC
CAP STK CL A
02079K305
202
133
SH
SOLE
0
0
133
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
5061
71614
SH
SOLE
0
0
71614
SPDR SER TR
PRTFLO S&P500 VL
78464A508
6180
203284
SH
SOLE
0
0
203284
STARBUCKS CORP
COM
855244109
228
3022
SH
SOLE
0
0
3022
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
282
4135
SH
SOLE
0
0
4135
MICROSOFT CORP
COM
594918104
677
3344
SH
SOLE
0
0
3344
APPLE INC
COM
037833100
2006
5402
SH
SOLE
0
0
5402
VANGUARD INDEX FDS
GROWTH ETF
922908736
4727
22383
SH
SOLE
0
0
22383
ISHARES TR
RUS 1000 VAL ETF
464287598
2239
18903
SH
SOLE
0
0
18903
ISHARES TR
S&P 500 VAL ETF
464287408
1194
10532
SH
SOLE
0
0
10532
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
1943
38292
SH
SOLE
0
0
38292
ISHARES TR
CORE S&P MCP ETF
464287507
1239
6659
SH
SOLE
0
0
6659
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1422
18302
SH
SOLE
0
0
18302
SPDR SER TR
S&P 600 SMCP VAL
78464A300
505
9894
SH
SOLE
0
0
9894
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
420
5072
SH
SOLE
0
0
5072
FLEXSHARES TR
READY ACC VARI
33939L886
7484
98047
SH
SOLE
0
0
98047
ISHARES TR
CORE 1 5 YR USD
46432F859
1934
37474
SH
SOLE
0
0
37474
ADOBE INC
COM
00724F101
242
561
SH
SOLE
0
0
561
UNITEDHEALTH GROUP INC
COM
91324P102
426
1405
SH
SOLE
0
0
1405
JOHNSON & JOHNSON
COM
478160104
243
1623
SH
SOLE
0
0
1623