0001801373-21-000007.txt : 20211006 0001801373-21-000007.hdr.sgml : 20211006 20211006132457 ACCESSION NUMBER: 0001801373-21-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211006 DATE AS OF CHANGE: 20211006 EFFECTIVENESS DATE: 20211006 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: 211309426 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 09-30-2021 09-30-2021 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 10-06-2021 0 81 130700 false INFORMATION TABLE 2 LifeStepsFinancial13f0921.xml ISHARES TR CORE S&P MCP ETF 464287507 5474 20808 SH SOLE 0 0 0 20808 ISHARES TR CORE S&P SCP ETF 464287804 1482 13572 SH SOLE 0 0 0 13572 ISHARES TR SP SMCP600VL ETF 464287879 2058 20446 SH SOLE 0 0 0 20446 ISHARES TR CORE S&P500 ETF 464287200 270 627 SH SOLE 0 0 0 627 ISHARES TR S&P 500 GRWT ETF 464287309 870 11767 SH SOLE 0 0 0 11767 ISHARES TR RUSSELL 2000 ETF 464287655 4066 18590 SH SOLE 0 0 0 18590 SPDR S&P 500 ETF TR TR UNIT 78462F103 18200 42410 SH SOLE 0 0 0 42410 AMAZON COM INC COM 023135106 2648 806 SH SOLE 0 0 0 806 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 803 2943 SH SOLE 0 0 0 2943 EMERSON ELEC CO COM 291011104 414 4390 SH SOLE 0 0 0 4390 INVESCO QQQ TR UNIT SER 1 46090E103 16332 45624 SH SOLE 0 0 0 45624 AMGEN INC COM 031162100 240 1128 SH SOLE 0 0 0 1128 ABBOTT LABS COM 002824100 229 1941 SH SOLE 0 0 0 1941 ILLINOIS TOOL WKS INC COM 452308109 645 3121 SH SOLE 0 0 0 3121 DISNEY WALT CO COM 254687106 1191 7041 SH SOLE 0 0 0 7041 SEMPRA COM 816851109 296 2340 SH SOLE 0 0 0 2340 US BANCORP DEL COM NEW 902973304 2949 49617 SH SOLE 0 0 0 49617 JOHNSON & JOHNSON COM 478160104 934 5786 SH SOLE 0 0 0 5786 PFIZER INC COM 717081103 375 8725 SH SOLE 0 0 0 8725 CHEVRON CORP NEW COM 166764100 274 2698 SH SOLE 0 0 0 2698 MICROSOFT CORP COM 594918104 4207 14924 SH SOLE 0 0 0 14924 AT&T INC COM 00206R102 266 9864 SH SOLE 0 0 0 9864 LOCKHEED MARTIN CORP COM 539830109 225 653 SH SOLE 0 0 0 653 PEPSICO INC COM 713448108 343 2280 SH SOLE 0 0 0 2280 VERIZON COMMUNICATIONS INC COM 92343V104 556 10303 SH SOLE 0 0 0 10303 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 353 9400 SH SOLE 0 0 0 9400 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3263 21856 SH SOLE 0 0 0 21856 BK OF AMERICA CORP COM 060505104 301 7081 SH SOLE 0 0 0 7081 STARBUCKS CORP COM 855244109 300 2719 SH SOLE 0 0 0 2719 AUTOMATIC DATA PROCESSING IN COM 053015103 774 3870 SH SOLE 0 0 0 3870 EXXON MOBIL CORP COM 30231G102 934 15874 SH SOLE 0 0 0 15874 WALMART INC COM 931142103 298 2136 SH SOLE 0 0 0 2136 PROCTER AND GAMBLE CO COM 742718109 465 3324 SH SOLE 0 0 0 3324 KIMBERLY-CLARK CORP COM 494368103 286 2158 SH SOLE 0 0 0 2158 HOME DEPOT INC COM 437076102 1524 4642 SH SOLE 0 0 0 4642 MCDONALDS CORP COM 580135101 225 934 SH SOLE 0 0 0 934 JPMORGAN CHASE & CO COM 46625H100 2412 14736 SH SOLE 0 0 0 14736 SOUTHWEST AIRLS CO COM 844741108 598 11620 SH SOLE 0 0 0 11620 INTUIT COM 461202103 310 575 SH SOLE 0 0 0 575 NEXTERA ENERGY INC COM 65339F101 780 9929 SH SOLE 0 0 0 9929 APPLE INC COM 037833100 5753 40654 SH SOLE 0 0 0 40654 CATERPILLAR INC COM 149123101 290 1512 SH SOLE 0 0 0 1512 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 286 5715 SH SOLE 0 0 0 5715 NETFLIX INC COM 64110L106 375 614 SH SOLE 0 0 0 614 NVIDIA CORPORATION COM 67066G104 1243 6002 SH SOLE 0 0 0 6002 ISHARES TR US TRSPRTION 464287192 862 3546 SH SOLE 0 0 0 3546 NOVO-NORDISK A S ADR 670100205 358 3726 SH SOLE 0 0 0 3726 ALPHABET INC CAP STK CL A 02079K305 422 158 SH SOLE 0 0 0 158 VANGUARD INDEX FDS VALUE ETF 922908744 1244 9191 SH SOLE 0 0 0 9191 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 443 1793 SH SOLE 0 0 0 1793 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 394 3872 SH SOLE 0 0 0 3872 VANGUARD INDEX FDS GROWTH ETF 922908736 2068 7128 SH SOLE 0 0 0 7128 SPDR SER TR S&P DIVID ETF 78464A763 4016 34165 SH SOLE 0 0 0 34165 MASTERCARD INCORPORATED CL A 57636Q104 681 1959 SH SOLE 0 0 0 1959 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1488 18154 SH SOLE 0 0 0 18154 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 3988 38584 SH SOLE 0 0 0 38584 MERCADOLIBRE INC COM 58733R102 238 142 SH SOLE 0 0 0 142 ISHARES TR ISHS 5-10YR INVT 464288638 536 8928 SH SOLE 0 0 0 8928 VANGUARD WORLD FD MEGA GRWTH IND 921910816 514 2191 SH SOLE 0 0 0 2191 VISA INC COM CL A 92826C839 315 1413 SH SOLE 0 0 0 1413 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1607 15764 SH SOLE 0 0 0 15764 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 294 2827 SH SOLE 0 0 0 2827 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 275 2646 SH SOLE 0 0 0 2646 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 248 3011 SH SOLE 0 0 0 3011 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 318 3180 SH SOLE 0 0 0 3180 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 713 4817 SH SOLE 0 0 0 4817 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 463 6862 SH SOLE 0 0 0 6862 TESLA INC COM 88160R101 690 890 SH SOLE 0 0 0 890 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 4379 85541 SH SOLE 0 0 0 85541 SCHWAB STRATEGIC TR US REIT ETF 808524847 523 11438 SH SOLE 0 0 0 11438 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2299 29983 SH SOLE 0 0 0 29983 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1868 25166 SH SOLE 0 0 0 25166 ISHARES TR MSCI USA MIN VOL 46429B697 500 6805 SH SOLE 0 0 0 6805 SPDR SER TR PORTFOLIO SH TSR 78468R101 8697 283942 SH SOLE 0 0 0 283942 FACEBOOK INC CL A 30303M102 422 1242 SH SOLE 0 0 0 1242 ABBVIE INC COM 00287Y109 829 7690 SH SOLE 0 0 0 7690 FLEXSHARES TR QUALT DIVD IDX 33939L860 244 4382 SH SOLE 0 0 0 4382 ISHARES TR MSCI USA MMENTM 46432F396 384 2186 SH SOLE 0 0 0 2186 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 201 3521 SH SOLE 0 0 0 3521 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 1308 20494 SH SOLE 0 0 0 20494 ALPHABET INC CAP STK CL C 02079K107 754 283 SH SOLE 0 0 0 283