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 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