0001801373-22-000003.txt : 20220126 0001801373-22-000003.hdr.sgml : 20220126 20220126144451 ACCESSION NUMBER: 0001801373-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220126 DATE AS OF CHANGE: 20220126 EFFECTIVENESS DATE: 20220126 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: 22557407 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 12-31-2021 12-31-2021 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 01-26-2022 0 80 141281 false INFORMATION TABLE 2 LifeStepsFinancial13f1221.xml AMAZON COM INC COM Stock 023135106 2694 808 SH SOLE 0 808 0 0 INVESCO QQQ TRUST ETF 46090E103 18357 46140 SH SOLE 0 46139 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 4003 23020 SH SOLE 0 23020 0 0 STARBUCKS CORP COM Stock 855244109 311 2663 SH SOLE 0 2663 0 0 JOHNSON & JOHNSON COM Stock 478160104 892 5212 SH SOLE 0 5212 0 0 GOLDMAN SACHS GROUP INC COM Stock 38141G104 229 598 SH SOLE 0 598 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 544 3325 SH SOLE 0 3325 0 0 UNITED PARCEL SERVICE INC CL B Stock 911312106 222 1036 SH SOLE 0 1036 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 449 3873 SH SOLE 0 3872 0 0 NETFLIX INC COM Stock 64110L106 370 614 SH SOLE 0 614 0 0 SPDR S&P 500 ETF ETF 78462F103 20125 42372 SH SOLE 0 42372 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 899 2501 SH SOLE 0 2501 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 523 2121 SH SOLE 0 2121 0 0 EMERSON ELEC CO COM Stock 291011104 380 4090 SH SOLE 0 4090 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 467 8990 SH SOLE 0 8989 0 0 PEPSICO INC COM Stock 713448108 353 2030 SH SOLE 0 2029 0 0 KIMBERLY-CLARK CORP COM Stock 494368103 308 2158 SH SOLE 0 2158 0 0 US BANCORP DEL COM NEW Stock 902973304 2787 49617 SH SOLE 0 49617 0 0 HOME DEPOT INC COM Stock 437076102 1853 4465 SH SOLE 0 4464 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 925 3753 SH SOLE 0 3753 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 326 3181 SH SOLE 0 3181 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 336 2973 SH SOLE 0 2973 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 283 2487 SH SOLE 0 2487 0 0 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 805 4918 SH SOLE 0 4918 0 0 PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ETF 72201R833 2051 20199 SH SOLE 0 20199 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 1882 16436 SH SOLE 0 16435 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 861 2879 SH SOLE 0 2879 0 0 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 245 3011 SH SOLE 0 3011 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 458 158 SH SOLE 0 158 0 0 INTUIT COM Stock 461202103 356 554 SH SOLE 0 554 0 0 MICROSOFT CORP COM Stock 594918104 4431 13174 SH SOLE 0 13174 0 0 NEXTERA ENERGY INC COM Stock 65339F101 921 9864 SH SOLE 0 9863 0 0 TESLA INC COM Stock 88160R101 970 918 SH SOLE 0 918 0 0 VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 478 1793 SH SOLE 0 1793 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 416 10656 SH SOLE 0 10656 0 0 SCHWAB SHORT-TERM U.S. TREASURY ETF ETF 808524862 4590 90260 SH SOLE 0 90260 0 0 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 537 7339 SH SOLE 0 7339 0 0 SCHWAB U.S. REIT ETF ETF 808524847 599 11370 SH SOLE 0 11370 0 0 SCHWAB U.S. MID-CAP ETF ETF 808524508 2715 33754 SH SOLE 0 33754 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 4121 18528 SH SOLE 0 18527 0 0 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 2365 29254 SH SOLE 0 29253 0 0 TRACTOR SUPPLY CO COM Stock 892356106 219 917 SH SOLE 0 917 0 0 VISA INC COM CL A Stock 92826C839 331 1528 SH SOLE 0 1528 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 551 6805 SH SOLE 0 6805 0 0 VANGUARD VALUE INDEX FUND ETF 922908744 1381 9389 SH SOLE 0 9388 0 0 VANGUARD GROWTH INDEX FUND ETF 922908736 2185 6809 SH SOLE 0 6808 0 0 META PLATFORMS INC CL A Stock 30303M102 505 1502 SH SOLE 0 1502 0 0 ISHARES U.S. TRANSPORTATION ETF ETF 464287192 1067 3860 SH SOLE 0 3860 0 0 NVIDIA CORPORATION COM Stock 67066G104 1772 6025 SH SOLE 0 6025 0 0 ABBVIE INC COM Stock 00287Y109 999 7381 SH SOLE 0 7380 0 0 FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860 269 4382 SH SOLE 0 4382 0 0 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 9230 303327 SH SOLE 0 303326 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 397 2186 SH SOLE 0 2186 0 0 FIDELITY MSCI HEALTH CARE INDEX ETF ETF 316092600 1594 23221 SH SOLE 0 23221 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 985 11767 SH SOLE 0 11767 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 299 627 SH SOLE 0 627 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 1443 9115 SH SOLE 0 9114 0 0 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 529 8928 SH SOLE 0 8928 0 0 CHEVRON CORP NEW COM Stock 166764100 309 2637 SH SOLE 0 2637 0 0 BK OF AMERICA CORP COM Stock 060505104 253 5690 SH SOLE 0 5690 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 4295 33265 SH SOLE 0 33265 0 0 WALMART INC COM Stock 931142103 295 2036 SH SOLE 0 2036 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 283 5717 SH SOLE 0 5716 0 0 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 4223 37671 SH SOLE 0 37670 0 0 PFIZER INC COM Stock 717081103 473 8010 SH SOLE 0 8010 0 0 CATERPILLAR INC COM Stock 149123101 327 1584 SH SOLE 0 1584 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 796 275 SH SOLE 0 275 0 0 AMGEN INC COM Stock 031162100 254 1128 SH SOLE 0 1128 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 2135 20435 SH SOLE 0 20435 0 0 VANGUARD SHORT-TERM BOND INDEX FUND ETF 921937827 1436 17768 SH SOLE 0 17767 0 0 VANGUARD MEGA CAP GROWTH ETF ETF 921910816 573 2199 SH SOLE 0 2199 0 0 EXXON MOBIL CORP COM Stock 30231G102 307 5024 SH SOLE 0 5024 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 230 459 SH SOLE 0 459 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 461 10754 SH SOLE 0 10754 0 0 NOVO-NORDISK A S ADR ADR 670100205 405 3618 SH SOLE 0 3618 0 0 ISHARES S&P MIDCAP FUND ETF 464287507 5835 20614 SH SOLE 0 20614 0 0 APPLE INC COM Stock 037833100 6784 38206 SH SOLE 0 38206 0 0 ABBOTT LABS COM Stock 002824100 273 1941 SH SOLE 0 1941 0 0 DISNEY WALT CO COM Stock 254687106 1136 7336 SH SOLE 0 7336 0 0