0001801373-20-000010.txt : 20201021 0001801373-20-000010.hdr.sgml : 20201021 20201021135742 ACCESSION NUMBER: 0001801373-20-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201021 DATE AS OF CHANGE: 20201021 EFFECTIVENESS DATE: 20201021 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: 201250317 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 09-30-2020 09-30-2020 LifeSteps Financial, Inc.

250 W. FIRST ST. #248 CLAREMONT CA 91711

13F HOLDINGS REPORT 028-19720 N GLADYS E. LIMONES 909-267-3770 GLADYS E. LIMONES CLAREMONT CA 10-21-2020 0 78 94785 false INFORMATION TABLE 2 LifeStepsFinancial13f0920.xml ISHARES TR CORE S&P MCP ETF 464287507 3963 21386 SH SOLE 0 0 0 21386 ISHARES TR SP SMCP600VL ETF 464287879 1369 11184 SH SOLE 0 0 0 11184 ISHARES TR CORE S&P500 ETF 464287200 211 627 SH SOLE 0 0 0 627 ISHARES TR S&P 500 GRWT ETF 464287309 664 2875 SH SOLE 0 0 0 2875 ISHARES TR RUSSELL 2000 ETF 464287655 2675 17858 SH SOLE 0 0 0 17858 SPDR S&P 500 ETF TR TR UNIT 78462F103 14036 41911 SH SOLE 0 0 0 41911 AMAZON COM INC COM 023135106 2500 794 SH SOLE 0 0 0 794 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 766 3595 SH SOLE 0 0 0 3595 EMERSON ELEC CO COM 291011104 288 4390 SH SOLE 0 0 0 4390 INVESCO QQQ TR UNIT SER 1 46090E103 11910 42866 SH SOLE 0 0 0 42866 AMGEN INC COM 031162100 288 1134 SH SOLE 0 0 0 1134 ABBOTT LABS COM 002824100 238 2191 SH SOLE 0 0 0 2191 ILLINOIS TOOL WKS INC COM 452308109 622 3221 SH SOLE 0 0 0 3221 DISNEY WALT CO COM DISNEY 254687106 717 5780 SH SOLE 0 0 0 5780 SEMPRA ENERGY COM 816851109 222 1876 SH SOLE 0 0 0 1876 US BANCORP DEL COM NEW 902973304 1780 49652 SH SOLE 0 0 0 49652 JOHNSON & JOHNSON COM 478160104 847 5689 SH SOLE 0 0 0 5689 PFIZER INC COM 717081103 330 8996 SH SOLE 0 0 0 8996 CHEVRON CORP NEW COM 166764100 229 3186 SH SOLE 0 0 0 3186 MICROSOFT CORP COM 594918104 2673 12709 SH SOLE 0 0 0 12709 AT&T INC COM 00206R102 353 12372 SH SOLE 0 0 0 12372 LOCKHEED MARTIN CORP COM 539830109 349 910 SH SOLE 0 0 0 910 PEPSICO INC COM 713448108 323 2328 SH SOLE 0 0 0 2328 VERIZON COMMUNICATIONS INC COM 92343V104 741 12455 SH SOLE 0 0 0 12455 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 237 9850 SH SOLE 0 0 0 9850 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1346 11532 SH SOLE 0 0 0 11532 BK OF AMERICA CORP COM 060505104 205 8494 SH SOLE 0 0 0 8494 STARBUCKS CORP COM 855244109 220 2563 SH SOLE 0 0 0 2563 AUTOMATIC DATA PROCESSING IN COM 053015103 540 3870 SH SOLE 0 0 0 3870 EXXON MOBIL CORP COM 30231G102 563 16404 SH SOLE 0 0 0 16404 WALMART INC COM 931142103 285 2037 SH SOLE 0 0 0 2037 PROCTER AND GAMBLE CO COM 742718109 469 3377 SH SOLE 0 0 0 3377 GENERAL ELECTRIC CO COM 369604103 86 13761 SH SOLE 0 0 0 13761 KIMBERLY CLARK CORP COM 494368103 323 2188 SH SOLE 0 0 0 2188 HOME DEPOT INC COM 437076102 970 3493 SH SOLE 0 0 0 3493 MCDONALDS CORP COM 580135101 249 1134 SH SOLE 0 0 0 1134 JPMORGAN CHASE & CO COM 46625H100 1247 12958 SH SOLE 0 0 0 12958 NEXTERA ENERGY INC COM 65339F101 809 2915 SH SOLE 0 0 0 2915 APPLE INC COM 037833100 5983 51662 SH SOLE 0 0 0 51662 CATERPILLAR INC DEL COM 149123101 221 1484 SH SOLE 0 0 0 1484 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 251 5795 SH SOLE 0 0 0 5795 NETFLIX INC COM 64110L106 307 614 SH SOLE 0 0 0 614 NVIDIA CORPORATION COM 67066G104 651 1203 SH SOLE 0 0 0 1203 NOVO-NORDISK A S ADR 670100205 251 3618 SH SOLE 0 0 0 3618 ALPHABET INC CAP STK CL A 02079K305 261 178 SH SOLE 0 0 0 178 VANGUARD INDEX FDS VALUE ETF 922908744 971 9288 SH SOLE 0 0 0 9288 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 534 2618 SH SOLE 0 0 0 2618 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 330 4182 SH SOLE 0 0 0 4182 VANGUARD INDEX FDS GROWTH ETF 922908736 1869 8210 SH SOLE 0 0 0 8210 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1162 9000 SH SOLE 0 0 0 9000 SPDR SER TR S&P DIVID ETF 78464A763 3604 39004 SH SOLE 0 0 0 39004 MASTERCARD INCORPORATED CL A 57636Q104 384 1137 SH SOLE 0 0 0 1137 ISHARES TR ISHS 1-5YR INVS 464288646 206 3750 SH SOLE 0 0 0 3750 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1660 19986 SH SOLE 0 0 0 19986 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3036 37515 SH SOLE 0 0 0 37515 ISHARES TR ISHS 5-10YR INVT 464288638 543 8928 SH SOLE 0 0 0 8928 VANGUARD WORLD FD MEGA GRWTH IND 921910816 462 2490 SH SOLE 0 0 0 2490 VISA INC COM CL A 92826C839 286 1432 SH SOLE 0 0 0 1432 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 245 3043 SH SOLE 0 0 0 3043 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 253 3055 SH SOLE 0 0 0 3055 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 226 3308 SH SOLE 0 0 0 3308 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 545 4734 SH SOLE 0 0 0 4734 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 322 6175 SH SOLE 0 0 0 6175 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 499 8030 SH SOLE 0 0 0 8030 TESLA INC COM 88160R101 475 1107 SH SOLE 0 0 0 1107 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2182 42367 SH SOLE 0 0 0 42367 SHOPIFY INC CL A 82509L107 237 232 SH SOLE 0 0 0 232 SCHWAB STRATEGIC TR US REIT ETF 808524847 489 13812 SH SOLE 0 0 0 13812 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 747 13461 SH SOLE 0 0 0 13461 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 677 12247 SH SOLE 0 0 0 12247 ISHARES TR MSCI USA MIN VOL 46429B697 432 6783 SH SOLE 0 0 0 6783 PIMCO ETF TR ACTIVE BD ETF 72201R775 210 1871 SH SOLE 0 0 0 1871 SPDR SER TR PORTFOLIO SH TSR 78468R101 6809 221790 SH SOLE 0 0 0 221790 FACEBOOK INC CL A 30303M102 349 1332 SH SOLE 0 0 0 1332 ABBVIE INC COM 00287Y109 400 4565 SH SOLE 0 0 0 4565 ISHARES TR MSCI USA MMENTM 46432F396 322 2186 SH SOLE 0 0 0 2186 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 282 4855 SH SOLE 0 0 0 4855 ALPHABET INC CAP STK CL C 02079K107 469 319 SH SOLE 0 0 0 319