0001801373-21-000005.txt : 20210709 0001801373-21-000005.hdr.sgml : 20210709 20210709153450 ACCESSION NUMBER: 0001801373-21-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210709 DATE AS OF CHANGE: 20210709 EFFECTIVENESS DATE: 20210709 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: 211082759 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 true 0001801373 XXXXXXXX 06-30-2021 06-30-2021 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 07-09-2021 0 84 130193 false INFORMATION TABLE 2 LifeStepsFinancial13f0621.xml ISHARES TR CORE S&P MCP ETF 464287507 5627 20939 SH SOLE 0 0 0 20939 ISHARES TR CORE S&P SCP ETF 464287804 1331 11784 SH SOLE 0 0 0 11784 ISHARES TR SP SMCP600VL ETF 464287879 2261 21450 SH SOLE 0 0 0 21450 ISHARES TR CORE S&P500 ETF 464287200 270 627 SH SOLE 0 0 0 627 ISHARES TR S&P 500 GRWT ETF 464287309 856 11767 SH SOLE 0 0 0 11767 ISHARES TR RUSSELL 2000 ETF 464287655 4264 18590 SH SOLE 0 0 0 18590 SPDR S&P 500 ETF TR TR UNIT 78462F103 18339 42842 SH SOLE 0 0 0 42842 AMAZON COM INC COM 023135106 2879 837 SH SOLE 0 0 0 837 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 812 2923 SH SOLE 0 0 0 2923 EMERSON ELEC CO COM 291011104 422 4390 SH SOLE 0 0 0 4390 BOEING CO COM 097023105 209 873 SH SOLE 0 0 0 873 INVESCO QQQ TR UNIT SER 1 46090E103 16060 45311 SH SOLE 0 0 0 45311 AMGEN INC COM 031162100 275 1129 SH SOLE 0 0 0 1129 ABBOTT LABS COM 002824100 225 1941 SH SOLE 0 0 0 1941 ILLINOIS TOOL WKS INC COM 452308109 698 3121 SH SOLE 0 0 0 3121 DISNEY WALT CO COM 254687106 1239 7050 SH SOLE 0 0 0 7050 SEMPRA ENERGY COM 816851109 310 2340 SH SOLE 0 0 0 2340 US BANCORP DEL COM NEW 902973304 2827 49617 SH SOLE 0 0 0 49617 JOHNSON & JOHNSON COM 478160104 953 5786 SH SOLE 0 0 0 5786 PFIZER INC COM 717081103 342 8725 SH SOLE 0 0 0 8725 CHEVRON CORP NEW COM 166764100 283 2698 SH SOLE 0 0 0 2698 MICROSOFT CORP COM 594918104 4050 14951 SH SOLE 0 0 0 14951 AT&T INC COM 00206R102 284 9864 SH SOLE 0 0 0 9864 LOCKHEED MARTIN CORP COM 539830109 290 766 SH SOLE 0 0 0 766 PEPSICO INC COM 713448108 338 2279 SH SOLE 0 0 0 2279 VERIZON COMMUNICATIONS INC COM 92343V104 638 11388 SH SOLE 0 0 0 11388 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 345 9400 SH SOLE 0 0 0 9400 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3092 20939 SH SOLE 0 0 0 20939 BK OF AMERICA CORP COM 060505104 310 7520 SH SOLE 0 0 0 7520 STARBUCKS CORP COM 855244109 293 2619 SH SOLE 0 0 0 2619 AUTOMATIC DATA PROCESSING IN COM 053015103 769 3870 SH SOLE 0 0 0 3870 EXXON MOBIL CORP COM 30231G102 1001 15874 SH SOLE 0 0 0 15874 WALMART INC COM 931142103 336 2386 SH SOLE 0 0 0 2386 PROCTER AND GAMBLE CO COM 742718109 464 3436 SH SOLE 0 0 0 3436 GENERAL ELECTRIC CO COM 369604103 168 12511 SH SOLE 0 0 0 12511 KIMBERLY-CLARK CORP COM 494368103 293 2188 SH SOLE 0 0 0 2188 HOME DEPOT INC COM 437076102 1497 4694 SH SOLE 0 0 0 4694 MCDONALDS CORP COM 580135101 216 934 SH SOLE 0 0 0 934 JPMORGAN CHASE & CO COM 46625H100 2279 14653 SH SOLE 0 0 0 14653 SOUTHWEST AIRLS CO COM 844741108 599 11280 SH SOLE 0 0 0 11280 INTUIT COM 461202103 282 575 SH SOLE 0 0 0 575 NEXTERA ENERGY INC COM 65339F101 728 9929 SH SOLE 0 0 0 9929 APPLE INC COM 037833100 5651 41258 SH SOLE 0 0 0 41258 CATERPILLAR INC COM 149123101 329 1512 SH SOLE 0 0 0 1512 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 310 5713 SH SOLE 0 0 0 5713 NETFLIX INC COM 64110L106 324 614 SH SOLE 0 0 0 614 NVIDIA CORPORATION COM 67066G104 1231 1539 SH SOLE 0 0 0 1539 ISHARES TR TRANS AVG ETF 464287192 898 3456 SH SOLE 0 0 0 3456 NOVO-NORDISK A S ADR 670100205 312 3726 SH SOLE 0 0 0 3726 ALPHABET INC CAP STK CL A 02079K305 386 158 SH SOLE 0 0 0 158 VANGUARD INDEX FDS VALUE ETF 922908744 1259 9161 SH SOLE 0 0 0 9161 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 443 1793 SH SOLE 0 0 0 1793 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 402 3951 SH SOLE 0 0 0 3951 VANGUARD INDEX FDS GROWTH ETF 922908736 2044 7127 SH SOLE 0 0 0 7127 SPDR SER TR S&P DIVID ETF 78464A763 4259 34829 SH SOLE 0 0 0 34829 MASTERCARD INCORPORATED CL A 57636Q104 687 1882 SH SOLE 0 0 0 1882 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1508 18359 SH SOLE 0 0 0 18359 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 4090 39042 SH SOLE 0 0 0 39042 MERCADOLIBRE INC COM 58733R102 221 142 SH SOLE 0 0 0 142 ISHARES TR ISHS 5-10YR INVT 464288638 540 8928 SH SOLE 0 0 0 8928 VANGUARD WORLD FD MEGA GRWTH IND 921910816 507 2191 SH SOLE 0 0 0 2191 VISA INC COM CL A 92826C839 354 1513 SH SOLE 0 0 0 1513 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1016 9963 SH SOLE 0 0 0 9963 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 293 2814 SH SOLE 0 0 0 2814 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 295 2840 SH SOLE 0 0 0 2840 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 252 3041 SH SOLE 0 0 0 3041 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 331 3180 SH SOLE 0 0 0 3180 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 691 4738 SH SOLE 0 0 0 4738 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 418 6111 SH SOLE 0 0 0 6111 TESLA INC COM 88160R101 646 950 SH SOLE 0 0 0 950 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4150 81017 SH SOLE 0 0 0 81017 SHOPIFY INC CL A 82509L107 216 148 SH SOLE 0 0 0 148 SCHWAB STRATEGIC TR US REIT ETF 808524847 550 12011 SH SOLE 0 0 0 12011 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2159 27578 SH SOLE 0 0 0 27578 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1826 24149 SH SOLE 0 0 0 24149 ISHARES TR MSCI USA MIN VOL 46429B697 501 6805 SH SOLE 0 0 0 6805 SPDR SER TR PORTFOLIO SH TSR 78468R101 8224 268419 SH SOLE 0 0 0 268419 FACEBOOK INC CL A 30303M102 424 1220 SH SOLE 0 0 0 1220 ABBVIE INC COM 00287Y109 851 7558 SH SOLE 0 0 0 7558 FLEXSHARES TR QUALT DIVD IDX 33939L860 246 4382 SH SOLE 0 0 0 4382 ISHARES TR MSCI USA MMENTM 46432F396 379 2186 SH SOLE 0 0 0 2186 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 240 4198 SH SOLE 0 0 0 4198 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 1244 19525 SH SOLE 0 0 0 19525 ALPHABET INC CAP STK CL C 02079K107 732 292 SH SOLE 0 0 0 292