0001801373-23-000001.txt : 20230118 0001801373-23-000001.hdr.sgml : 20230118 20230118172716 ACCESSION NUMBER: 0001801373-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230118 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: 23535263 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 X0202 13F-HR LIVE false true false 0001801373 XXXXXXXX 12-31-2022 12-31-2022 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 01-18-2023 0 70 96007135 false INFORMATION TABLE 2 LifeStepsFinancial13f1222.xml AMAZON COM INC COM Stock 023135106 868308 10337 SH SOLE 0 10337 0 0 INVESCO QQQ TRUST ETF 46090E103 11201428 42066 SH SOLE 0 42066 0 0 TECHNOLOGY SELECT SECTOR SPDR FUND ETF 81369Y803 2023517 16261 SH SOLE 0 16260 0 0 SEMPRA COM Stock 816851109 289144 1871 SH SOLE 0 1871 0 0 JOHNSON & JOHNSON COM Stock 478160104 1166243 6602 SH SOLE 0 6602 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 541409 1186 SH SOLE 0 1186 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 747480 4932 SH SOLE 0 4931 0 0 CVB FINL CORP COM Stock 126600105 4332927 168269 SH SOLE 0 168269 0 0 SPDR S&P 500 ETF TRUST ETF 78462F103 13941496 36455 SH SOLE 0 36455 0 0 MASTERCARD INCORPORATED CL A Stock 57636Q104 662630 1906 SH SOLE 0 1905 0 0 ILLINOIS TOOL WKS INC COM Stock 452308109 613976 2787 SH SOLE 0 2787 0 0 EMERSON ELEC CO COM Stock 291011104 597781 6223 SH SOLE 0 6223 0 0 ISHARES TIPS BOND ETF ETF 464287176 297393 2794 SH SOLE 0 2794 0 0 VERIZON COMMUNICATIONS INC COM Stock 92343V104 366653 9306 SH SOLE 0 9305 0 0 PEPSICO INC COM Stock 713448108 578369 3201 SH SOLE 0 3201 0 0 KIMBERLY-CLARK CORP COM Stock 494368103 364489 2685 SH SOLE 0 2685 0 0 US BANCORP DEL COM NEW Stock 902973304 2216129 50817 SH SOLE 0 50817 0 0 HOME DEPOT INC COM Stock 437076102 1569724 4970 SH SOLE 0 4969 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1028111 4304 SH SOLE 0 4304 0 0 SCHWAB U.S. SMALL-CAP ETF ETF 808524607 231851 5723 SH SOLE 0 5723 0 0 SCHWAB U.S. BROAD MARKET ETF ETF 808524102 209583 4677 SH SOLE 0 4677 0 0 SCHWAB U.S. LARGE-CAP GROWTH ETF ETF 808524300 489878 8817 SH SOLE 0 8817 0 0 ISHARES CORE S&P SMALL CAP ETF ETF 464287804 681597 7202 SH SOLE 0 7202 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 1192354 3860 SH SOLE 0 3860 0 0 MICROSOFT CORP COM Stock 594918104 3320287 13845 SH SOLE 0 13844 0 0 NEXTERA ENERGY INC COM Stock 65339F101 793113 9487 SH SOLE 0 9487 0 0 TESLA INC COM Stock 88160R101 312754 2539 SH SOLE 0 2539 0 0 VANGUARD HEALTH CARE ETF ETF 92204A504 334799 1350 SH SOLE 0 1349 0 0 FINANCIAL SELECT SECTOR SPDR FUND ETF 81369Y605 296035 8656 SH SOLE 0 8656 0 0 SCHWAB U.S. LARGE-CAP VALUE ETF ETF 808524409 372265 5639 SH SOLE 0 5638 0 0 SCHWAB U.S. REIT ETF ETF 808524847 215115 11152 SH SOLE 0 11151 0 0 SCHWAB U.S. MID-CAP ETF ETF 808524508 1536284 23415 SH SOLE 0 23415 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 2841132 16295 SH SOLE 0 16294 0 0 SCHWAB US DIVIDEND EQUITY ETF ETF 808524797 1907361 25250 SH SOLE 0 25249 0 0 VISA INC COM CL A Stock 92826C839 302914 1458 SH SOLE 0 1458 0 0 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 454807 6308 SH SOLE 0 6308 0 0 VANGUARD VALUE ETF ETF 922908744 2019740 14389 SH SOLE 0 14388 0 0 VANGUARD GROWTH ETF ETF 922908736 1376728 6460 SH SOLE 0 6460 0 0 ISHARES US TRANSPORTATION ETF ETF 464287192 363249 1701 SH SOLE 0 1701 0 0 ASML HOLDING N V N Y REGISTRY SHS ADR N07059210 257901 472 SH SOLE 0 472 0 0 NVIDIA CORPORATION COM Stock 67066G104 771641 5280 SH SOLE 0 5280 0 0 ABBVIE INC COM Stock 00287Y109 1209225 7482 SH SOLE 0 7482 0 0 QUALCOMM INC COM Stock 747525103 339495 3088 SH SOLE 0 3088 0 0 FLEXSHARES QUALITY DIVIDEND INDEX FUND ETF 33939L860 230493 4382 SH SOLE 0 4382 0 0 CISCO SYS INC COM Stock 17275R102 298703 6270 SH SOLE 0 6270 0 0 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 312144 2139 SH SOLE 0 2139 0 0 FIDELITY MSCI HEALTH CARE INDEX ETF ETF 316092600 883615 13811 SH SOLE 0 13810 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 688370 11767 SH SOLE 0 11767 0 0 ISHARES CORE S&P 500 ETF ETF 464287200 240900 627 SH SOLE 0 627 0 0 WELLS FARGO CO NEW COM Stock 949746101 597271 14465 SH SOLE 0 14465 0 0 NORTHROP GRUMMAN CORP COM Stock 666807102 208423 382 SH SOLE 0 382 0 0 LOCKHEED MARTIN CORP COM Stock 539830109 206272 424 SH SOLE 0 424 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 1442956 10760 SH SOLE 0 10760 0 0 CHEVRON CORP NEW COM Stock 166764100 647241 3606 SH SOLE 0 3606 0 0 SPDR S&P DIVIDEND ETF ETF 78464A763 4598373 36755 SH SOLE 0 36754 0 0 VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 921946406 3847431 35555 SH SOLE 0 35555 0 0 PFIZER INC COM Stock 717081103 527671 10298 SH SOLE 0 10298 0 0 CATERPILLAR INC COM Stock 149123101 424979 1774 SH SOLE 0 1774 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 336287 3790 SH SOLE 0 3790 0 0 AMGEN INC COM Stock 031162100 348786 1328 SH SOLE 0 1328 0 0 NUVEEN PFD & INCOME OPPORTUNIT COM CEF 67073B106 139048 19100 SH SOLE 0 19100 0 0 ISHARES S&P SMALL-CAP 600 VALUE ETF ETF 464287879 2003325 21940 SH SOLE 0 21939 0 0 VANGUARD MEGA CAP GROWTH ETF ETF 921910816 870143 5057 SH SOLE 0 5056 0 0 EXXON MOBIL CORP COM Stock 30231G102 1424304 12913 SH SOLE 0 12913 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 243353 459 SH SOLE 0 459 0 0 NOVO-NORDISK A S ADR ADR 670100205 489660 3618 SH SOLE 0 3618 0 0 ISHARES CORE S&P MID-CAP ETF ETF 464287507 4176138 17265 SH SOLE 0 17264 0 0 APPLE INC COM Stock 037833100 4935086 37983 SH SOLE 0 37982 0 0 ABBOTT LABS COM Stock 002824100 213102 1941 SH SOLE 0 1941 0 0 DISNEY WALT CO COM Stock 254687106 435746 5015 SH SOLE 0 5015 0 0