0001801373-22-000005.txt : 20220713 0001801373-22-000005.hdr.sgml : 20220713 20220713150312 ACCESSION NUMBER: 0001801373-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220713 DATE AS OF CHANGE: 20220713 EFFECTIVENESS DATE: 20220713 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: 221080972 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 06-30-2022 06-30-2022 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 07-13-2022 0 75 95929 false INFORMATION TABLE 2 LifeStepsFinancial13f0622.xml AMAZON COM INC COM Stock 023135106 1241 11680 SH SOLE 0 11680 0 0 INVESCO QQQ TRUST ETF 46090E103 12584 44900 SH SOLE 0 44899 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 2439 19185 SH SOLE 0 19184 0 0 STARBUCKS CORP COM Stock 855244109 201 2632 SH SOLE 0 2632 0 0 JOHNSON & JOHNSON COM Stock 478160104 925 5212 SH SOLE 0 5212 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 478 3327 SH SOLE 0 3327 0 0 VANGUARD REAL ESTATE ETF ETF 922908553 353 3874 SH SOLE 0 3873 0 0 SPDR S&P 500 ETF ETF 78462F103 15175 40225 SH SOLE 0 40224 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 662 2099 SH SOLE 0 2099 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 387 2121 SH SOLE 0 2121 0 0 EMERSON ELEC CO COM Stock 291011104 325 4090 SH SOLE 0 4090 0 0 ISHARES TIPS BOND ETF ETF 464287176 650 5707 SH SOLE 0 5707 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 451 8894 SH SOLE 0 8894 0 0 PEPSICO INC COM Stock 713448108 451 2704 SH SOLE 0 2703 0 0 KIMBERLY-CLARK CORP COM Stock 494368103 285 2108 SH SOLE 0 2108 0 0 US BANCORP DEL COM NEW Stock 902973304 2283 49617 SH SOLE 0 49617 0 0 HOME DEPOT INC COM Stock 437076102 1156 4213 SH SOLE 0 4213 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 783 3727 SH SOLE 0 3727 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 243 6244 SH SOLE 0 6244 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 259 5869 SH SOLE 0 5869 0 0 SCHWAB U.S. LARGE-CAP ETF ETF 808524201 221 4957 SH SOLE 0 4957 0 0 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 539 9303 SH SOLE 0 9303 0 0 ISHARES S&P SMALL-CAP FUND ETF 464287804 1453 15725 SH SOLE 0 15724 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 834 3056 SH SOLE 0 3056 0 0 VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 229 3002 SH SOLE 0 3002 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 333 153 SH SOLE 0 153 0 0 INTUIT COM Stock 461202103 214 554 SH SOLE 0 554 0 0 MICROSOFT CORP COM Stock 594918104 3165 12324 SH SOLE 0 12323 0 0 NEXTERA ENERGY INC COM Stock 65339F101 741 9564 SH SOLE 0 9564 0 0 TESLA INC COM Stock 88160R101 566 841 SH SOLE 0 841 0 0 VANGUARD HEALTH CARE INDEX FUND ETF 92204A504 375 1591 SH SOLE 0 1591 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 304 9680 SH SOLE 0 9680 0 0 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 450 7204 SH SOLE 0 7203 0 0 SCHWAB U.S. REIT ETF ETF 808524847 469 22258 SH SOLE 0 22258 0 0 SCHWAB U.S. MID-CAP ETF ETF 808524508 2141 34135 SH SOLE 0 34134 0 0 SCHWAB 1-5 YEAR CORPORATE BOND ETF ETF 808524714 470 9902 SH SOLE 0 9902 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 2941 17367 SH SOLE 0 17367 0 0 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 1889 26367 SH SOLE 0 26366 0 0 VISA INC COM CL A Stock 92826C839 276 1403 SH SOLE 0 1403 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 474 6754 SH SOLE 0 6754 0 0 VANGUARD VALUE INDEX FUND ETF 922908744 2494 18914 SH SOLE 0 18913 0 0 VANGUARD GROWTH INDEX FUND ETF 922908736 1516 6800 SH SOLE 0 6799 0 0 ISHARES U.S. TREASURY BOND ETF ETF 46429B267 589 24630 SH SOLE 0 24630 0 0 META PLATFORMS INC CL A Stock 30303M102 239 1482 SH SOLE 0 1482 0 0 ISHARES U.S. TRANSPORTATION ETF ETF 464287192 627 2947 SH SOLE 0 2947 0 0 NVIDIA CORPORATION COM Stock 67066G104 837 5522 SH SOLE 0 5522 0 0 ABBVIE INC COM Stock 00287Y109 1074 7012 SH SOLE 0 7011 0 0 FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860 222 4382 SH SOLE 0 4382 0 0 VANGUARD TOTAL INTERNATIONAL BOND ETF ETF 92203J407 201 4053 SH SOLE 0 4053 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 294 2153 SH SOLE 0 2153 0 0 FIDELITY MSCI HEALTH CARE INDEX ETF ETF 316092600 1153 19002 SH SOLE 0 19001 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 710 11767 SH SOLE 0 11767 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 238 627 SH SOLE 0 627 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 907 8053 SH SOLE 0 8052 0 0 ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF ETF 464288638 446 8728 SH SOLE 0 8728 0 0 CHEVRON CORP NEW COM Stock 166764100 372 2567 SH SOLE 0 2567 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 3799 32009 SH SOLE 0 32008 0 0 WALMART INC COM Stock 931142103 255 2096 SH SOLE 0 2096 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 237 5696 SH SOLE 0 5695 0 0 VANGUARD HIGH DIVIDEND YIELD ETF ETF 921946406 3431 33738 SH SOLE 0 33737 0 0 PFIZER INC COM Stock 717081103 429 8179 SH SOLE 0 8178 0 0 CATERPILLAR INC COM Stock 149123101 299 1674 SH SOLE 0 1674 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 547 250 SH SOLE 0 250 0 0 AMGEN INC COM Stock 031162100 274 1128 SH SOLE 0 1128 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 2144 24083 SH SOLE 0 24083 0 0 ISHARES CORE TOTAL USD BOND MARKET ETF ETF 46434V613 701 14970 SH SOLE 0 14970 0 0 VANGUARD MEGA CAP GROWTH ETF ETF 921910816 895 4927 SH SOLE 0 4926 0 0 EXXON MOBIL CORP COM Stock 30231G102 434 5064 SH SOLE 0 5064 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 236 459 SH SOLE 0 459 0 0 SOUTHWEST AIRLS CO COM Stock 844741108 253 7004 SH SOLE 0 7004 0 0 NOVO-NORDISK A S ADR ADR 670100205 403 3618 SH SOLE 0 3618 0 0 ISHARES S&P MIDCAP FUND ETF 464287507 4363 19285 SH SOLE 0 19285 0 0 APPLE INC COM Stock 037833100 5209 38097 SH SOLE 0 38097 0 0 ABBOTT LABS COM Stock 002824100 211 1941 SH SOLE 0 1941 0 0 DISNEY WALT CO COM Stock 254687106 474 5016 SH SOLE 0 5016 0 0