0001754960-22-000057.txt : 20220208 0001754960-22-000057.hdr.sgml : 20220208 20220208113047 ACCESSION NUMBER: 0001754960-22-000057 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220208 DATE AS OF CHANGE: 20220208 EFFECTIVENESS DATE: 20220208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Advisory Services & Investments, LLC CENTRAL INDEX KEY: 0001862931 IRS NUMBER: 931238515 STATE OF INCORPORATION: OR FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21263 FILM NUMBER: 22599830 BUSINESS ADDRESS: STREET 1: 15 SW COLORADO STREET 2: SUITE 280 CITY: BEND STATE: OR ZIP: 97702 BUSINESS PHONE: 541-617-0898 MAIL ADDRESS: STREET 1: 15 SW COLORADO STREET 2: SUITE 280 CITY: BEND STATE: OR ZIP: 97702 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001862931 XXXXXXXX 12-31-2021 12-31-2021 Advisory Services & Investments, LLC
15 SW COLORADO SUITE 280 BEND OR 97702
13F HOLDINGS REPORT 028-21263 N
File13F.com Agent 844-844-3453 Aryn Sands Reno NV 02-08-2022 0 36 156331 false
INFORMATION TABLE 2 InformationTableOutput.xml ALPS ETF TRALERIAN MLP00162Q4521980 60489 SH SOLE 60489 0 0 AMAZON COM INCCOM023135106677 203 SH SOLE 203 0 0 BARCLAYS BANK PLCDJUBS CMDT ETN3606738C7785390 187811 SH SOLE 187811 0 0 BOEING COCOM097023105268 1332 SH SOLE 1332 0 0 COSTCO WHSL CORP NEWCOM22160K105622 1095 SH SOLE 1095 0 0 DIMENSIONAL ETF TRUSTUS EQUITY ETF25434V4011385 26788 SH SOLE 26788 0 0 DIMENSIONAL ETF TRUSTUS SMALL CAP ETF25434V500905 15091 SH SOLE 15091 0 0 DIMENSIONAL ETF TRUSTUS TARGETED VLU25434V609956 20126 SH SOLE 20126 0 0 DIMENSIONAL ETF TRUSTINTERNATNAL VAL25434V807718 21871 SH SOLE 21871 0 0 DIMENSIONAL ETF TRUSTWORLD EX US CORE25434V880658 25202 SH SOLE 25202 0 0 INVESCO EXCH TRADED FD TR IIEMRNG MKT SVRG46138E7842667 101203 SH SOLE 101203 0 0 ISHARES INCMSCI FRONTIER4642861455416 156934 SH SOLE 156934 0 0 ISHARES INCMSCI EURZONE ETF464286608895 18260 SH SOLE 18260 0 0 ISHARES TRRUS 1000 GRW ETF464287614406 1328 SH SOLE 1328 0 0 ISHARES TRIBOXX HI YD ETF4642885134309 49518 SH SOLE 49518 0 0 ISHARES TRCORE MSCI PAC46434V6962837 44428 SH SOLE 44428 0 0 JPMORGAN CHASE & COALERIAN ML ETN46625H3652683 150634 SH SOLE 150634 0 0 MICROSOFT CORPCOM5949181042868 8528 SH SOLE 8528 0 0 SPDR SER TRBLOOMBERG INTL T78464A5163666 129662 SH SOLE 129662 0 0 SCHWAB STRATEGIC TRUS LRG CAP ETF808524201300 2633 SH SOLE 2633 0 0 SCHWAB STRATEGIC TRUS LCAP GR ETF80852430022569 137824 SH SOLE 137824 0 0 SCHWAB STRATEGIC TRUS LCAP VA ETF80852440921018 287055 SH SOLE 287055 0 0 SCHWAB STRATEGIC TREMRG MKTEQ ETF8085247065398 182241 SH SOLE 182241 0 0 SCHWAB STRATEGIC TRINTL EQTY ETF808524805204 5239 SH SOLE 5239 0 0 SCHWAB STRATEGIC TRUS AGGREGATE B80852483925147 466543 SH SOLE 466543 0 0 SCHWAB STRATEGIC TRUS REIT ETF8085248473512 66662 SH SOLE 66662 0 0 SCHWAB STRATEGIC TRUS TIPS ETF8085248701827 29056 SH SOLE 29056 0 0 STARBUCKS CORPCOM855244109975 8332 SH SOLE 8332 0 0 TESLA INCCOM88160R101252 238 SH SOLE 238 0 0 UNITED PARCEL SERVICE INCCL B9113121063074 14342 SH SOLE 14342 0 0 VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428583841 77667 SH SOLE 77667 0 0 VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF9220428666460 82807 SH SOLE 82807 0 0 VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF9220428749090 133209 SH SOLE 133209 0 0 VANGUARD INDEX FDSREAL ESTATE ETF9229085532388 20583 SH SOLE 20583 0 0 VANGUARD INDEX FDSSM CP VAL ETF92290861110612 59332 SH SOLE 59332 0 0 VANGUARD INDEX FDSVALUE ETF922908744358 2434 SH SOLE 2434 0 0