0001731601-22-000003.txt : 20220411 0001731601-22-000003.hdr.sgml : 20220411 20220408180912 ACCESSION NUMBER: 0001731601-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220411 DATE AS OF CHANGE: 20220408 EFFECTIVENESS DATE: 20220411 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: 22818098 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 03-31-2022 03-31-2022 APCM Wealth Management for Individuals

900 W 5TH AVENUE SUITE 600 ANCHORAGE AK 99517

13F HOLDINGS REPORT 028-18641 N Kimberly E. Butler 907-646-3520 Kimberly E. Butler Anchorage AK 04-08-2022 0 51 546859 false INFORMATION TABLE 2 033122_13fAWMI.xml ISHARES TR NATIONAL MUN ETF 464288414 50424 459903 SH SOLE 459903 0 0 SCHWAB STRATEGIC TR US REIT ETF 808524847 1250 50227 SH SOLE 50227 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 675 24300 SH SOLE 24300 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 131605 291393 SH SOLE 291393 0 0 PEPSICO INC COM 713448108 443 2649 SH SOLE 2649 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 246 5130 SH SOLE 5130 0 0 FLEXSHARES TR STOXX GLOBR INF 33939L795 35232 613580 SH SOLE 613580 0 0 APPLE INC COM 037833100 1561 8937 SH SOLE 8937 0 0 ISHARES TR CORE MSCI PAC 46434V696 257 4220 SH SOLE 4220 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 921 3204 SH SOLE 3204 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 9424 120978 SH SOLE 120978 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 1652 22409 SH SOLE 22409 0 0 INNOVATOR ETFS TR S&P 500 POWER 45782C508 244 7502 SH SOLE 7502 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1959 38732 SH SOLE 38732 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 687 18692 SH SOLE 18692 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 3420 66226 SH SOLE 66226 0 0 FLEXSHARES TR QUALT DIVD IDX 33939L860 3312 55863 SH SOLE 55863 0 0 ISHARES TR CORE S&P SCP ETF 464287804 26908 249424 SH SOLE 249424 0 0 DBX ETF TR XTRACKERS S&P 233051143 5770 140865 SH SOLE 140865 0 0 EXXON MOBIL CORP COM 30231G102 346 4187 SH SOLE 4187 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4799 89879 SH SOLE 89879 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 899 6086 SH SOLE 6086 0 0 ISHARES INC CORE MSCI EMKT 46434G103 15158 272865 SH SOLE 272865 0 0 FLEXSHARES TR MORNSTAR UPSTR 33939L407 7584 161946 SH SOLE 161946 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 254 1022 SH SOLE 1022 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 328 3029 SH SOLE 3029 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1351 36783 SH SOLE 36783 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 52426 659120 SH SOLE 659120 0 0 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 15616 506367 SH SOLE 506367 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 778 3419 SH SOLE 3419 0 0 INVESCO MUN OPPORTUNITY TR COM 46132C107 327 28550 SH SOLE 28550 0 0 NORTHRIM BANCORP INC COM 666762109 991 22749 SH SOLE 22749 0 0 JACOBS ENGR GROUP INC COM 469814107 337 2443 SH SOLE 2443 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9927 193849 SH SOLE 193849 0 0 NETFLIX INC COM 64110L106 233 623 SH SOLE 623 0 0 TESLA INC COM 88160R101 1794 1665 SH SOLE 1665 0 0 MICROSOFT CORP COM 594918104 614 1990 SH SOLE 1990 0 0 ISHARES TR CORE MSCI EAFE 46432F842 36610 526689 SH SOLE 526689 0 0 ISHARES TR CORE S&P MCP ETF 464287507 55550 207014 SH SOLE 207014 0 0 BLACKSTONE GROUP INC COM 09260D107 406 3200 SH SOLE 3200 0 0 INVESCO ACTIVLY MANGD ETC FD OPTIMUM YIELD 46090F100 8582 486501 SH SOLE 486501 0 0 MCDONALDS CORP COM 580135101 297 1200 SH SOLE 1200 0 0 PHILLIPS 66 COM 718546104 274 3167 SH SOLE 3167 0 0 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 273 10936 SH SOLE 10936 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 15136 319794 SH SOLE 319794 0 0 INNOVATOR ETFS TR RUSSELL 2000 P 45782C474 202 6476 SH SOLE 6476 0 0 CONOCOPHILLIPS COM 20825C104 401 4013 SH SOLE 4013 0 0 J P MORGAN EXCHANGE-TRADED F BETBULD MSCI 46641Q738 18085 169971 SH SOLE 169971 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 4345 70528 SH SOLE 70528 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 16394 312632 SH SOLE 312632 0 0 KELLOGG CO COM 487836108 552 8561 SH SOLE 8561 0 0