0001806668-22-000003.txt : 20220510 0001806668-22-000003.hdr.sgml : 20220510 20220510171327 ACCESSION NUMBER: 0001806668-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220510 DATE AS OF CHANGE: 20220510 EFFECTIVENESS DATE: 20220510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SVB Investment Services Inc. CENTRAL INDEX KEY: 0001806668 IRS NUMBER: 462934919 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20212 FILM NUMBER: 22910980 BUSINESS ADDRESS: STREET 1: 2750 EAST COTTONWOOD PARKWAY STREET 2: SUITE 420 CITY: SALT LAKE CITY STATE: UT ZIP: 84121 BUSINESS PHONE: 415-764-3145 MAIL ADDRESS: STREET 1: 2750 EAST COTTONWOOD PARKWAY STREET 2: SUITE 420 CITY: SALT LAKE CITY STATE: UT ZIP: 84121 FORMER COMPANY: FORMER CONFORMED NAME: SVB Wealth Advisory, Inc. DATE OF NAME CHANGE: 20200313 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001806668 XXXXXXXX 03-31-2022 03-31-2022 SVB Investment Services Inc.

2750 EAST COTTONWOOD PARKWAY SUITE 420 SALT LAKE CITY UT 84121

13F HOLDINGS REPORT 028-20212 N Bill Scoggins 7033005285 Bill Scoggins Oakton VA 05-10-2022 0 220614 161205 false INFORMATION TABLE 2 SVB_Q1_2022.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 44029 106050 SH SOLE 106050 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 19330 526403 SH SOLE 526403 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 13965 230030 SH SOLE 230030 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 10765 368543 SH SOLE 368543 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 8157 102556 SH SOLE 102556 0 0 ISHARES TR CORE MSCI EAFE 46432F842 6260 90054 SH SOLE 90054 0 0 ISHARES TR GLB INFRASTR ETF 464288372 6023 118424 SH SOLE 118424 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 5984 129720 SH SOLE 129720 0 0 ISHARES TR CORE S&P SCP ETF 464287804 4728 43828 SH SOLE 43828 0 0 ISHARES TR MSCI EAFE ETF 464287465 4035 54817 SH SOLE 54817 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 3503 56240 SH SOLE 56240 0 0 ISHARES TR EAFE SML CP ETF 464288273 3171 47794 SH SOLE 47794 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2719 16765 SH SOLE 16765 0 0 ISHARES TR RUS 1000 ETF 464287622 2348 9388 SH SOLE 9388 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2298 29500 SH SOLE 29500 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 2172 10219 SH SOLE 10219 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1911 4231 SH SOLE 4231 0 0 ISHARES TR CORE S&P500 ETF 464287200 1696 3739 SH SOLE 3739 0 0 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 1643 31339 SH SOLE 31339 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1583 14611 SH SOLE 14611 0 0 ISHARES TR ISHARES DOW JONES US ENERGY SECTOR FUND 464287796 1473 35992 SH SOLE 35992 0 0 ISHARES INC CORE MSCI EMKT 46434G103 1457 26236 SH SOLE 26236 0 0 ISHARES TR ISHARES TRUST DJ US BAS 464287838 1343 8981 SH SOLE 8981 0 0 ISHARES TR CORE S&P MCP ETF 464287507 1060 3949 SH SOLE 3949 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 997 3591 SH SOLE 3591 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 987 4151 SH SOLE 4151 0 0 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 971 13605 SH SOLE 13605 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 843 18669 SH SOLE 18669 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 777 2700 SH SOLE 2700 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 657 3959 SH SOLE 3959 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 593 4011 SH SOLE 4011 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 504 1211 SH SOLE 1211 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 493 10259 SH SOLE 10259 0 0 ISHARES TR CRE U S REIT ETF 464288521 466 7211 SH SOLE 7211 0 0 PROTERRA INC PROTERRA INC COM 74374T109 380 50480 SH SOLE 50480 0 0 ISHARES TR CORE S&P TTL STK 464287150 375 3716 SH SOLE 3716 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 326 4265 SH SOLE 4265 0 0 ISHARES TR S&P MC 400VL ETF 464287705 273 2488 SH SOLE 2488 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 246 679 SH SOLE 679 0 0 ISHARES TR S&P MC 400GR ETF 464287606 240 3100 SH SOLE 3100 0 0 ISHARES TR S&P 500 VAL ETF 464287408 214 1373 SH SOLE 1373 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 210 1265 SH SOLE 1265 0 0