0001606587-21-000924.txt : 20210728 0001606587-21-000924.hdr.sgml : 20210728 20210728092406 ACCESSION NUMBER: 0001606587-21-000924 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210728 DATE AS OF CHANGE: 20210728 EFFECTIVENESS DATE: 20210728 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: 211120014 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 06-30-2021 06-30-2021 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 07-23-2021 0 33 186391 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE APPLE INC COM 037833100 3654 26681 SH SOLE NONE 26681 0 0 AUTODESK INC COM 052769106 10764 36876 SH SOLE NONE 36876 0 0 CISCO SYS INC COM 17275R102 1621 30589 SH SOLE NONE 30589 0 0 FACEBOOK INC CL A CL A 30303M102 2475 7120 SH SOLE NONE 7120 0 0 FLEXSHARES TRUST M STAR DEV MKT ETF M STAR DEV MKT 33939L803 13386 183396 SH SOLE NONE 183396 0 0 FLEXSHARES TRUST MORNSTAR USMKT ETF MORNSTAR USMKT 33939L100 34483 202465 SH SOLE NONE 202465 0 0 ISHARES AMT-FREE MUNI BOND ETF NATIONAL MUN ETF 464288414 1643 14020 SH SOLE NONE 14020 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 9235 123375 SH SOLE NONE 123375 0 0 ISHARES CORE MSCI EMERGING MKTS CORE MSCI EMKT 46434G103 4943 73789 SH SOLE NONE 73789 0 0 ISHARES CORE U.S. AGGREGATE BOND ETF CORE US AGGBD ET 464287226 12229 106042 SH SOLE NONE 106042 0 0 ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ESG AWRE 1 5 YR 46435G243 1669 64128 SH SOLE NONE 64128 0 0 ISHARES ESG AWARE USD CORPORATE BOND ETF ESG AWRE USD ETF 46435G193 1483 53524 SH SOLE NONE 53524 0 0 ISHARES MSCI EAFE ESG SELECT ETF ESG AW MSCI EAFE 46435G516 5670 71745 SH SOLE NONE 71745 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 329 4179 SH SOLE NONE 4179 0 0 ISHARES MSCI EM ESG SELECT ETF ESG AWR MSCI EM 46434G863 2059 45613 SH SOLE NONE 45613 0 0 ISHARES MSCI USA ESG SELECT ETF MSCI USA ESG SLC 464288802 5977 62564 SH SOLE NONE 62564 0 0 ISHARES RUSSELL TOP 200 ETF RUS TOP 200 ETF 464289446 13364 129989 SH SOLE NONE 129989 0 0 ISHARES S&P 500 INDEX CORE S&P500 ETF 464287200 210 488 SH SOLE NONE 488 0 0 ISHARES S&P AGGRESSIVE ALLOCATION FUND AGGRES ALLOC ETF 464289859 344 4873 SH SOLE NONE 4873 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX S&P MC 400GR ETF 464287606 692 8559 SH SOLE NONE 8559 0 0 ISHARES TR KLD 400 SOCIAL INDEX FD MSCI KLD400 SOC 464288570 8377 101139 SH SOLE NONE 101139 0 0 ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD SHRT NAT MUN ETF 464288158 4611 42774 SH SOLE NONE 42774 0 0 LCI INDS COM COM 50189K103 272 2077 SH SOLE NONE 2077 0 0 NUVEEN ESG SMALL-CAP ETF NUVEEN ESG SMLCP 67092P607 4323 95751 SH SOLE NONE 95751 0 0 NUVEEN ESG U.S. AGGREGATE BOND ETF NUVEEN ESG US 67092P870 2197 84258 SH SOLE NONE 84258 0 0 SPDR MUNICIPAL BOND ETF NUVEEN BRC MUNIC 78468R721 697 13378 SH SOLE NONE 13378 0 0 SPDR S&P 500 ETF TR UNIT 78462F103 2372 5542 SH SOLE NONE 5542 0 0 VANGUARD GROWTH ETF GROWTH ETF 922908736 4500 15693 SH SOLE NONE 15693 0 0 VANGUARD INTERMEDIATE-TERM BOND INTERMED TERM 921937819 3928 43665 SH SOLE NONE 43665 0 0 VANGUARD LARGE-CAP INDEX FUND LARGE CAP ETF 922908637 15900 79206 SH SOLE NONE 79206 0 0 VANGUARD SHORT TERM BOND SHORT TRM BOND 921937827 9337 113647 SH SOLE NONE 113647 0 0 VANGUARD SMALL CAP ETF SMALL CP ETF 922908751 3422 15191 SH SOLE NONE 15191 0 0 VANGUARD VALUE ETF VALUE ETF 922908744 225 1637 SH SOLE NONE 1637 0 0