0001731601-21-000003.txt : 20210413
0001731601-21-000003.hdr.sgml : 20210413
20210412194554
ACCESSION NUMBER: 0001731601-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210413
DATE AS OF CHANGE: 20210412
EFFECTIVENESS DATE: 20210413
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: 21821745
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
03-31-2021
03-31-2021
APCM Wealth Management for Individuals
900 W 5TH AVENUE
SUITE 600
ANCHORAGE
AK
99517
13F HOLDINGS REPORT
028-18641
N
Kimberly Butler
Compliance Officer
907-646-3520
Kimberly Butler
Anchorage
AK
04-12-2021
0
53
506786
false
INFORMATION TABLE
2
03312021_13fAWMI.xml
SCHWAB STRATEGIC TR
COM
808524847
336
8170
SH
SOLE
8170
0
0
SCHWAB STRATEGIC TR
COM
808524706
544
17114
SH
SOLE
17114
0
0
ISHARES TR
COM
464288414
43727
376798
SH
SOLE
376798
0
0
FLEXSHARES TR
COM
33939L837
316
12317
SH
SOLE
12317
0
0
SPDR S&P 500 ETF TR
COM
78462F103
113164
285529
SH
SOLE
285529
0
0
PEPSICO INC
COM
713448108
447
3163
SH
SOLE
3163
0
0
FLEXSHARES TR
COM
33939L795
30705
547027
SH
SOLE
547027
0
0
AMAZON COM INC
COM
023135106
374
121
SH
SOLE
121
0
0
APPLE INC
COM
037833100
6381
52237
SH
SOLE
52237
0
0
ISHARES TR
COM
46432F339
224
1836
SH
SOLE
1836
0
0
ISHARES TR
COM
46434V696
287
4312
SH
SOLE
4312
0
0
CRH MED CORP
COM
12626F105
87
22000
SH
SOLE
22000
0
0
VANGUARD BD INDEX FDS
COM
921937827
10904
132672
SH
SOLE
132672
0
0
ISHARES TR
COM
46435G516
915
12058
SH
SOLE
12058
0
0
VANGUARD INDEX FDS
COM
922908736
827
3218
SH
SOLE
3218
0
0
BOEING CO
COM
097023105
329
1291
SH
SOLE
1291
0
0
INTEL CORP
COM
458140100
216
3376
SH
SOLE
3376
0
0
SUNDIAL GROWERS INC
COM
86730L109
20
17500
SH
SOLE
17500
0
0
SCHWAB STRATEGIC TR
COM
808524839
1702
31540
SH
SOLE
31540
0
0
ISHARES INC
COM
46434G863
454
10490
SH
SOLE
10490
0
0
FLEXSHARES TR
COM
33939L860
3033
56900
SH
SOLE
56900
0
0
DBX ETF TR
COM
233051143
2826
81266
SH
SOLE
81266
0
0
ISHARES TR
COM
464287804
22950
211461
SH
SOLE
211461
0
0
EXXON MOBIL CORP
COM
30231G102
428
7669
SH
SOLE
7669
0
0
SCHWAB STRATEGIC TR
COM
808524102
3694
38195
SH
SOLE
38195
0
0
ISHARES INC
COM
46434G103
19895
309117
SH
SOLE
309117
0
0
BERKSHIRE HATHAWAY INC DEL
COM
084670702
482
1888
SH
SOLE
1888
0
0
VANGUARD INDEX FDS
COM
922908744
932
7088
SH
SOLE
7088
0
0
VANGUARD INDEX FDS
COM
922908595
274
998
SH
SOLE
998
0
0
VANGUARD INDEX FDS
COM
922908553
285
3102
SH
SOLE
3102
0
0
SPDR SER TR
COM
78468R721
215
4168
SH
SOLE
4168
0
0
SCHWAB STRATEGIC TR
COM
808524805
1097
29153
SH
SOLE
29153
0
0
VANGUARD BD INDEX FDS
COM
921937835
48840
576488
SH
SOLE
576488
0
0
INDEXIQ ETF TR
COM
45409B107
23480
738374
SH
SOLE
738374
0
0
INVESCO MUN OPPORTUNITY TR
COM
46132C107
3059
232101
SH
SOLE
232101
0
0
NORTHRIM BANCORP INC
COM
666762109
382
8993
SH
SOLE
8993
0
0
VANGUARD INDEX FDS
COM
922908769
785
3796
SH
SOLE
3796
0
0
PACER FDS TR
COM
69374H766
2981
76749
SH
SOLE
76749
0
0
INNOVATOR ETFS TR
COM
45782C573
2246
75632
SH
SOLE
75632
0
0
VANGUARD MALVERN FDS
COM
922020805
9164
177807
SH
SOLE
177807
0
0
ISHARES TR
COM
46432F842
37181
516046
SH
SOLE
516046
0
0
ISHARES TR
COM
464287507
51394
197457
SH
SOLE
197457
0
0
MICROSOFT CORP
COM
594918104
678
2876
SH
SOLE
2876
0
0
MCDONALDS CORP
COM
580135101
362
1614
SH
SOLE
1614
0
0
INVESCO ACTIVLY MANGD ETC FD
COM
46090F100
11983
695294
SH
SOLE
695294
0
0
PHILLIPS 66
COM
718546104
622
7629
SH
SOLE
7629
0
0
SPDR SER TR
COM
78468R739
16511
333144
SH
SOLE
333144
0
0
VANGUARD INTL EQUITY INDEX F
COM
922042858
296
5679
SH
SOLE
5679
0
0
J P MORGAN EXCHANGE-TRADED F
COM
46641Q738
13349
155365
SH
SOLE
155365
0
0
CONOCOPHILLIPS
COM
20825C104
599
11303
SH
SOLE
11303
0
0
VANGUARD CHARLOTTE FDS
COM
92203J407
14384
251818
SH
SOLE
251818
0
0
ISHARES TR
COM
46434V738
210
3885
SH
SOLE
3885
0
0
VANGUARD INDEX FDS
COM
922908611
210
1268
SH
SOLE
1268
0
0