0001606587-20-001136.txt : 20201027 0001606587-20-001136.hdr.sgml : 20201027 20201027171656 ACCESSION NUMBER: 0001606587-20-001136 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201027 DATE AS OF CHANGE: 20201027 EFFECTIVENESS DATE: 20201027 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: 201265019 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 FORMER COMPANY: FORMER CONFORMED NAME: C-J Advisory, Inc DATE OF NAME CHANGE: 20190405 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001773030 XXXXXXXX 09-30-2020 09-30-2020 false C-J Advisory, Inc.

2060 The Alameda San Jose CA 95126-1135

13F HOLDINGS REPORT 028-19479 N Kurt Murphy 248-593-5323 Kurt Murphy San Jose CA 10-27-2020 0 30 137525 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 479 4144 SH SOLE NONE 4144 0 0 AUTODESK INC COM 052769106 8518 36876 SH SOLE NONE 36876 0 0 CISCO SYS INC COM 17275R102 1204 30585 SH SOLE NONE 30585 0 0 FACEBOOK INC CL A CL A 30303M102 1779 6794 SH SOLE NONE 6794 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 9476 169322 SH SOLE NONE 169322 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 24185 198239 SH SOLE NONE 198239 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 1470 12687 SH SOLE NONE 12687 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 6781 112502 SH SOLE NONE 112502 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 3714 70352 SH SOLE NONE 70352 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 10578 89605 SH SOLE NONE 89605 0 0 ISHARES ESG AWARE USD CORPORATE BOND ETF ESG AWRE USD ETF 46435G193 1166 42079 SH SOLE NONE 42079 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG AW MSCI EAFE 46435G516 4054 63878 SH SOLE NONE 63878 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 274 4313 SH SOLE NONE 4313 0 0 ISHARES MSCI EM ESG SELECT ETF ESG AWR MSCI EM 46434G863 1499 42116 SH SOLE NONE 42116 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 4438 30177 SH SOLE NONE 30177 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 10445 128637 SH SOLE NONE 128637 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND AGGRES ALLOC ETF 464289859 240 4146 SH SOLE NONE 4146 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 540 2261 SH SOLE NONE 2261 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 6362 49724 SH SOLE NONE 49724 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 4286 39655 SH SOLE NONE 39655 0 0 LCI INDS COM COM 50189K103 220 2077 SH SOLE NONE 2077 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 2838 95726 SH SOLE NONE 95726 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 1613 59907 SH SOLE NONE 59907 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 698 13447 SH SOLE NONE 13447 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 1987 5934 SH SOLE NONE 5934 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 3340 35737 SH SOLE NONE 35737 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 11805 75460 SH SOLE NONE 75460 0 0 VANGUARD REIT INDEX ETF REAL ESTATE ETF 922908553 3402 43097 SH SOLE NONE 43097 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 7753 93359 SH SOLE NONE 93359 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 2381 15484 SH SOLE NONE 15484 0 0