0001731601-20-000003.txt : 20200814
0001731601-20-000003.hdr.sgml : 20200814
20200814140527
ACCESSION NUMBER: 0001731601-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200814
DATE AS OF CHANGE: 20200814
EFFECTIVENESS DATE: 20200814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: APCM Wealth Management for Individuals
CENTRAL INDEX KEY: 0001731601
IRS NUMBER: 464693452
STATE OF INCORPORATION: AK
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18641
FILM NUMBER: 201103930
BUSINESS ADDRESS:
STREET 1: 900 W 5TH AVENUE
STREET 2: SUITE 600
CITY: ANCHORAGE
STATE: AK
ZIP: 99517
BUSINESS PHONE: 9072727575
MAIL ADDRESS:
STREET 1: 900 W 5TH AVENUE
STREET 2: SUITE 600
CITY: ANCHORAGE
STATE: AK
ZIP: 99517
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001731601
XXXXXXXX
06-30-2020
06-30-2020
APCM Wealth Management for Individuals
900 W 5TH AVENUE
SUITE 600
ANCHORAGE
AK
99517
13F HOLDINGS REPORT
028-18641
N
Julee Farley
CC
9072727575
Julee Farley
Anchorage
AK
08-14-2020
0
56
423765
false
INFORMATION TABLE
2
063020awmi.xml
ISHARES TR
COM
464288414
36885
319628
SH
SOLE
319628
0
0
SCHWAB STRATEGIC TR
COM
808524847
233
6613
SH
SOLE
6613
0
0
SCHWAB STRATEGIC TR
COM
808524706
387
15897
SH
SOLE
15897
0
0
FLEXSHARES TR
COM
33939L837
2676
133054
SH
SOLE
133054
0
0
ISHARES INC
COM
46434G863
508
15839
SH
SOLE
15839
0
0
SPDR S&P 500 ETF TR
COM
78462F103
78252
253767
SH
SOLE
253767
0
0
ISHARES TR
COM
464288646
316
5778
SH
SOLE
5778
0
0
FLEXSHARES TR
COM
33939L795
15287
319808
SH
SOLE
319808
0
0
PEPSICO INC
COM
713448108
420
3179
SH
SOLE
3179
0
0
ISHARES TR
COM
46434V456
1263
42944
SH
SOLE
42944
0
0
APPLE INC
COM
037833100
4671
12806
SH
SOLE
12806
0
0
ISHARES TR
COM
46434V696
228
4329
SH
SOLE
4329
0
0
VANGUARD INDEX FDS
COM
922908736
706
3495
SH
SOLE
3495
0
0
CRH MED CORP
COM
12626F105
46
22000
SH
SOLE
22000
0
0
BOEING CO
COM
097023105
258
1408
SH
SOLE
1408
0
0
VANGUARD BD INDEX FDS
COM
921937827
209
2518
SH
SOLE
2518
0
0
SCHWAB STRATEGIC TR
COM
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1331
23668
SH
SOLE
23668
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0
INTEL CORP
COM
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341
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SOLE
5708
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0
FLEXSHARES TR
COM
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SH
SOLE
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ISHARES TR
COM
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SOLE
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0
0
DBX ETF TR
COM
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SH
SOLE
71773
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0
EXXON MOBIL CORP
COM
30231G102
310
6935
SH
SOLE
6935
0
0
SCHWAB STRATEGIC TR
COM
808524102
2658
36183
SH
SOLE
36183
0
0
GCI LIBERTY INC
COM
36164V305
259
3644
SH
SOLE
3644
0
0
BERKSHIRE HATHAWAY INC DEL
COM
084670702
346
1938
SH
SOLE
1938
0
0
VANGUARD INDEX FDS
COM
922908744
739
7420
SH
SOLE
7420
0
0
ISHARES INC
COM
46434G103
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SH
SOLE
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ISHARES TR
COM
46435G516
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18060
SH
SOLE
18060
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0
ISHARES U S ETF TR
COM
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333
8650
SH
SOLE
8650
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0
SPDR SER TR
COM
78468R721
216
4174
SH
SOLE
4174
0
0
VANGUARD INDEX FDS
COM
922908595
262
1312
SH
SOLE
1312
0
0
VANGUARD INDEX FDS
COM
922908553
283
3599
SH
SOLE
3599
0
0
SCHWAB STRATEGIC TR
COM
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777
26122
SH
SOLE
26122
0
0
VANGUARD BD INDEX FDS
COM
921937835
54519
617144
SH
SOLE
617144
0
0
INVESCO MUN OPPORTUNITY TR
COM
46132C107
5142
433517
SH
SOLE
433517
0
0
VANGUARD INDEX FDS
COM
922908769
626
3999
SH
SOLE
3999
0
0
SPDR S&P MIDCAP 400 ETF TR
COM
78467Y107
321
990
SH
SOLE
990
0
0
VANGUARD MALVERN FDS
COM
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17823
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SH
SOLE
355251
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VANGUARD INDEX FDS
COM
922908363
548
1934
SH
SOLE
1934
0
0
MICROSOFT CORP
COM
594918104
717
3523
SH
SOLE
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0
ISHARES TR
COM
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SH
SOLE
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ISHARES TR
COM
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SH
SOLE
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NUVEEN MUNICIPAL CREDIT INC
COM
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SH
SOLE
50252
0
0
MCDONALDS CORP
COM
580135101
296
1604
SH
SOLE
1604
0
0
INVESCO ACTIVLY MANGD ETC FD
COM
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SH
SOLE
631412
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PHILLIPS 66
COM
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SH
SOLE
7020
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0
SCHWAB STRATEGIC TR
COM
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225
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SH
SOLE
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VANGUARD INTL EQUITY INDEX F
COM
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273
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SH
SOLE
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0
SPDR SER TR
COM
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SH
SOLE
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ISHARES TR
COM
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SOLE
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ISHARES TR
COM
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SH
SOLE
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ISHARES TR
COM
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SH
SOLE
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CONOCOPHILLIPS
COM
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SH
SOLE
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ISHARES TR
COM
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SH
SOLE
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J P MORGAN EXCHANGE-TRADED F
COM
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SH
SOLE
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0
VANGUARD CHARLOTTE FDS
COM
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SH
SOLE
208363
0
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