0001606587-20-000251.txt : 20200210 0001606587-20-000251.hdr.sgml : 20200210 20200210163153 ACCESSION NUMBER: 0001606587-20-000251 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200210 DATE AS OF CHANGE: 20200210 EFFECTIVENESS DATE: 20200210 FILER: COMPANY DATA: COMPANY CONFORMED NAME: C-J Advisory, Inc CENTRAL INDEX KEY: 0001773030 IRS NUMBER: 770416750 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19479 FILM NUMBER: 20592370 BUSINESS ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 BUSINESS PHONE: 408-345-2890 MAIL ADDRESS: STREET 1: 2060 THE ALAMEDA CITY: SAN JOSE STATE: CA ZIP: 95126 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001773030 XXXXXXXX 12-31-2019 12-31-2019 false C-J Advisory, Inc

2060 The Alameda San Jose CA 95126

13F HOLDINGS REPORT 028-19479 N Kurt Murphy 248-593-5323 Kurt Murphy San Jose CA 02-10-2020 0 40 168084 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMAZON.COM INC COM 023135106 776 420 SH SOLE NONE 420 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 3857 32109 SH SOLE NONE 32109 0 0 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 5385 58041 SH SOLE NONE 58041 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 2071 15457 SH SOLE NONE 15457 0 0 INTEL CORP COM COM 458140100 297 4978 SH SOLE NONE 4978 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND AGGRES ALLOC ETF 464289859 224 3864 SH SOLE NONE 3864 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG MSCI EAFE 46435G516 2180 31719 SH SOLE NONE 31719 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 5957 55795 SH SOLE NONE 55795 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 3466 10771 SH SOLE NONE 10771 0 0 LCI INDS COM COM 50189K103 222 2077 SH SOLE NONE 2077 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 1363 43766 SH SOLE NONE 43766 0 0 ISHARES ESG USD CORPORATE BOND ETF ESG USD CORPT 46435G193 766 28975 SH SOLE NONE 28975 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 1249 48907 SH SOLE NONE 48907 0 0 ADOBE SYS INC COM 00724F101 1172 3556 SH SOLE NONE 3556 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 3555 21464 SH SOLE NONE 21464 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 14002 94713 SH SOLE NONE 94713 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 12890 171571 SH SOLE NONE 171571 0 0 VANGUARD ADMIRAL FDSINC S&P SMALLCAP 600VALUE INDEX FD ETF SHS SMLCP 600 VAL 921932778 226 1628 SH SOLE NONE 1628 0 0 VANGUARD VALUE ETF VALUE ETF 922908744 751 6266 SH SOLE NONE 6266 0 0 FACEBOOK INC CL A CL A 30303M102 1441 7021 SH SOLE NONE 7021 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 8669 132882 SH SOLE NONE 132882 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 4599 85559 SH SOLE NONE 85559 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 496 5919 SH SOLE NONE 5919 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 15205 234180 SH SOLE NONE 234180 0 0 ISHARES MSCI EM ESG SELECT ETF ESG MSCI EM ETF 46434G863 750 20893 SH SOLE NONE 20893 0 0 CISCO SYS INC COM 17275R102 1483 30923 SH SOLE NONE 30923 0 0 AUTODESK INC COM 052769106 7573 41279 SH SOLE NONE 41279 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 3795 43521 SH SOLE NONE 43521 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 34465 271257 SH SOLE NONE 271257 0 0 FLEXSHARES TR MSTAR EMKT FAC 33939L308 747 14064 SH SOLE NONE 14064 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 2072 18195 SH SOLE NONE 18195 0 0 BANK AMER CORP COM COM 060505104 273 7775 SH SOLE NONE 7775 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 819 16194 SH SOLE NONE 16194 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 12251 109026 SH SOLE NONE 109026 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 1567 6583 SH SOLE NONE 6583 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 9206 114205 SH SOLE NONE 114205 0 0 REALTY INCOME CORP COM 756109104 557 7570 SH SOLE NONE 7570 0 0 PAYPAL HLDGS INC COM COM 70450Y103 323 2993 SH SOLE NONE 2993 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 1014 14608 SH SOLE NONE 14608 0 0 APPLE INC COM 037833100 370 1262 SH SOLE NONE 1262 0 0