0001606587-21-000608.txt : 20210506 0001606587-21-000608.hdr.sgml : 20210506 20210506151706 ACCESSION NUMBER: 0001606587-21-000608 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210506 DATE AS OF CHANGE: 20210506 EFFECTIVENESS DATE: 20210506 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: 21897354 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 03-31-2021 03-31-2021 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 04-30-2021 0 33 171611 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 1284 10514 SH SOLE NONE 10514 0 0 AUTODESK INC COM 052769106 10220 36876 SH SOLE NONE 36876 0 0 BK OF AMERICA CORP COM COM 060505104 240 6211 SH SOLE NONE 6211 0 0 CISCO SYS INC COM 17275R102 1581 30588 SH SOLE NONE 30588 0 0 FACEBOOK INC CL A CL A 30303M102 2097 7120 SH SOLE NONE 7120 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 12598 179992 SH SOLE NONE 179992 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 32526 203975 SH SOLE NONE 203975 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 1567 13510 SH SOLE NONE 13510 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 8653 120097 SH SOLE NONE 120097 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 4670 72561 SH SOLE NONE 72561 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 11460 100682 SH SOLE NONE 100682 0 0 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ESG AWRE 1 5 YR 46435G243 792 30529 SH SOLE NONE 30529 0 0 ISHARES ESG AWARE USD CORPORATE BOND ETF ESG AWRE USD ETF 46435G193 1296 48113 SH SOLE NONE 48113 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG AW MSCI EAFE 46435G516 5266 69389 SH SOLE NONE 69389 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 327 4311 SH SOLE NONE 4311 0 0 ISHARES MSCI EM ESG SELECT ETF ESG AWR MSCI EM 46434G863 1927 44504 SH SOLE NONE 44504 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 5583 63573 SH SOLE NONE 63573 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 12392 130816 SH SOLE NONE 130816 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND AGGRES ALLOC ETF 464289859 328 4909 SH SOLE NONE 4909 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 689 8796 SH SOLE NONE 8796 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 7869 103062 SH SOLE NONE 103062 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 4466 41429 SH SOLE NONE 41429 0 0 LCI INDS COM COM 50189K103 274 2077 SH SOLE NONE 2077 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 4217 98016 SH SOLE NONE 98016 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 1898 73527 SH SOLE NONE 73527 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 695 13463 SH SOLE NONE 13463 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 2244 5663 SH SOLE NONE 5663 0 0 VANGUARD GROWTH ETF GROWTH ETF 922908736 3849 14974 SH SOLE NONE 14974 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 3664 41301 SH SOLE NONE 41301 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 14670 79174 SH SOLE NONE 79174 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 8799 107065 SH SOLE NONE 107065 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 3255 15205 SH SOLE NONE 15205 0 0 VANGUARD VALUE ETF VALUE ETF 922908744 215 1635 SH SOLE NONE 1635 0 0