0001801373-20-000008.txt : 20200805 0001801373-20-000008.hdr.sgml : 20200805 20200805155256 ACCESSION NUMBER: 0001801373-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200805 DATE AS OF CHANGE: 20200805 EFFECTIVENESS DATE: 20200805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LifeSteps Financial, Inc. CENTRAL INDEX KEY: 0001801373 IRS NUMBER: 270582904 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19720 FILM NUMBER: 201077088 BUSINESS ADDRESS: STREET 1: 250 W. FIRST ST. #248 CITY: CLAREMONT STATE: CA ZIP: 91711 BUSINESS PHONE: 909-2673770 MAIL ADDRESS: STREET 1: 250 W. FIRST ST. #248 CITY: CLAREMONT STATE: CA ZIP: 91711 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001801373 XXXXXXXX 06-30-2020 06-30-2020 LifeSteps Financial, Inc.

250 W. FIRST ST. #248 CLAREMONT CA 91711

13F HOLDINGS REPORT 028-19720 N GLADYS E. LIMONES 909-267-3770 GLADYS LIMONES CLAREMONT CA 08-05-2020 0 72 86617 false INFORMATION TABLE 2 LifeStepsFinancial13fJ0620.xml ISHARES TR CORE S&P MCP ETF 464287507 3805 21397 SH SOLE 0 0 0 21397 ISHARES TR SP SMCP600VL ETF 464287879 1426 11846 SH SOLE 0 0 0 11846 ISHARES TR S&P 500 GRWT ETF 464287309 597 2875 SH SOLE 0 0 0 2875 ISHARES TR RUSSELL 2000 ETF 464287655 2554 17835 SH SOLE 0 0 0 17835 SPDR S&P 500 ETF TR TR UNIT 78462F103 13124 42562 SH SOLE 0 0 0 42562 AMAZON COM INC COM 023135106 1964 712 SH SOLE 0 0 0 712 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 619 3465 SH SOLE 0 0 0 3465 EMERSON ELEC CO COM 291011104 266 4290 SH SOLE 0 0 0 4290 BOEING CO COM 097023105 217 1183 SH SOLE 0 0 0 1183 INVESCO QQQ TR UNIT SER 1 46090E103 10611 42854 SH SOLE 0 0 0 42854 AMGEN INC COM 031162100 267 1134 SH SOLE 0 0 0 1134 ILLINOIS TOOL WKS INC COM 452308109 563 3221 SH SOLE 0 0 0 3221 DISNEY WALT CO COM DISNEY 254687106 672 6030 SH SOLE 0 0 0 6030 SEMPRA ENERGY COM 816851109 220 1876 SH SOLE 0 0 0 1876 US BANCORP DEL COM NEW 902973304 1828 49652 SH SOLE 0 0 0 49652 JOHNSON & JOHNSON COM 478160104 735 5225 SH SOLE 0 0 0 5225 PFIZER INC COM 717081103 204 6246 SH SOLE 0 0 0 6246 CHEVRON CORP NEW COM 166764100 220 2471 SH SOLE 0 0 0 2471 MICROSOFT CORP COM 594918104 2019 9922 SH SOLE 0 0 0 9922 AT&T INC COM 00206R102 405 13409 SH SOLE 0 0 0 13409 LOCKHEED MARTIN CORP COM 539830109 332 910 SH SOLE 0 0 0 910 PEPSICO INC COM 713448108 321 2428 SH SOLE 0 0 0 2428 VERIZON COMMUNICATIONS INC COM 92343V104 703 12753 SH SOLE 0 0 0 12753 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 251 10865 SH SOLE 0 0 0 10865 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1119 10713 SH SOLE 0 0 0 10713 BK OF AMERICA CORP COM 060505104 202 8494 SH SOLE 0 0 0 8494 AUTOMATIC DATA PROCESSING IN COM 053015103 596 4005 SH SOLE 0 0 0 4005 EXXON MOBIL CORP COM 30231G102 1248 27903 SH SOLE 0 0 0 27903 PROCTER AND GAMBLE CO COM 742718109 388 3243 SH SOLE 0 0 0 3243 KIMBERLY CLARK CORP COM 494368103 309 2188 SH SOLE 0 0 0 2188 HOME DEPOT INC COM 437076102 824 3288 SH SOLE 0 0 0 3288 MCDONALDS CORP COM 580135101 225 1218 SH SOLE 0 0 0 1218 JPMORGAN CHASE & CO COM 46625H100 1189 12643 SH SOLE 0 0 0 12643 NEXTERA ENERGY INC COM 65339F101 714 2975 SH SOLE 0 0 0 2975 APPLE INC COM 037833100 4394 12045 SH SOLE 0 0 0 12045 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 231 5841 SH SOLE 0 0 0 5841 NETFLIX INC COM 64110L106 279 614 SH SOLE 0 0 0 614 NVIDIA CORPORATION COM 67066G104 340 895 SH SOLE 0 0 0 895 NOVO-NORDISK A S ADR 670100205 237 3618 SH SOLE 0 0 0 3618 ALPHABET INC CAP STK CL A 02079K305 252 178 SH SOLE 0 0 0 178 VANGUARD INDEX FDS VALUE ETF 922908744 978 9818 SH SOLE 0 0 0 9818 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 524 2718 SH SOLE 0 0 0 2718 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 328 4181 SH SOLE 0 0 0 4181 VANGUARD INDEX FDS GROWTH ETF 922908736 1629 8058 SH SOLE 0 0 0 8058 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1214 9813 SH SOLE 0 0 0 9813 SPDR SER TR S&P DIVID ETF 78464A763 3693 40490 SH SOLE 0 0 0 40490 MASTERCARD INCORPORATED CL A 57636Q104 319 1080 SH SOLE 0 0 0 1080 ISHARES TR SH TR CRPORT ETF 464288646 216 3942 SH SOLE 0 0 0 3942 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1824 21939 SH SOLE 0 0 0 21939 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3170 40233 SH SOLE 0 0 0 40233 ISHARES TR INTRM TR CRP ETF 464288638 539 8928 SH SOLE 0 0 0 8928 VANGUARD WORLD FD MEGA GRWTH IND 921910816 407 2489 SH SOLE 0 0 0 2489 VISA INC COM CL A 92826C839 277 1432 SH SOLE 0 0 0 1432 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 212 2857 SH SOLE 0 0 0 2857 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 261 3161 SH SOLE 0 0 0 3161 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 222 3400 SH SOLE 0 0 0 3400 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 502 4949 SH SOLE 0 0 0 4949 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 314 6271 SH SOLE 0 0 0 6271 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 499 8030 SH SOLE 0 0 0 8030 TESLA INC COM 88160R101 294 272 SH SOLE 0 0 0 272 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1643 31821 SH SOLE 0 0 0 31821 SHOPIFY INC CL A 82509L107 242 255 SH SOLE 0 0 0 255 SCHWAB STRATEGIC TR US REIT ETF 808524847 488 13863 SH SOLE 0 0 0 13863 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 698 13261 SH SOLE 0 0 0 13261 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 644 12439 SH SOLE 0 0 0 12439 ISHARES TR MSCI MIN VOL ETF 46429B697 411 6783 SH SOLE 0 0 0 6783 SPDR SER TR PORTFOLIO SH TSR 78468R101 6751 219744 SH SOLE 0 0 0 219744 FACEBOOK INC CL A 30303M102 390 1717 SH SOLE 0 0 0 1717 ABBVIE INC COM 00287Y109 448 4563 SH SOLE 0 0 0 4563 ISHARES TR USA MOMENTUM FCT 46432F396 286 2186 SH SOLE 0 0 0 2186 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 307 5313 SH SOLE 0 0 0 5313 ALPHABET INC CAP STK CL C 02079K107 417 295 SH SOLE 0 0 0 295