0001908944-22-000002.txt : 20220516 0001908944-22-000002.hdr.sgml : 20220516 20220516091324 ACCESSION NUMBER: 0001908944-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: CONSILIO WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001908944 IRS NUMBER: 871160062 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21979 FILM NUMBER: 22925918 BUSINESS ADDRESS: STREET 1: 500 108TH AVENUE NE STREET 2: SUITE 1100 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: (206) 533-3670 MAIL ADDRESS: STREET 1: 500 108TH AVENUE NE STREET 2: SUITE 1100 CITY: BELLEVUE STATE: WA ZIP: 98004 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001908944 XXXXXXXX 03-31-2022 03-31-2022 CONSILIO WEALTH ADVISORS, LLC

500 108TH AVENUE NE SUITE 1100 BELLEVUE WA 98004

13F HOLDINGS REPORT 028-21979 N Nathaniel Donohue 2065582194 Nathaniel Donohue Bellevue WA 05-16-2022 0 37 127069 false INFORMATION TABLE 2 13F_CWA_2022Q2.xml PORCH GROUP INC COM 733245104 129 18645 SH SOLE 0 0 18645 APPLE INC COM 037833100 347 1987 SH SOLE 0 0 1987 LUCIRA HEALTH INC COM 54948U105 348 97518 SH SOLE 0 0 97518 MASTERCARD INCORPORATED CL A 57636Q104 370 1034 SH SOLE 0 0 1034 META PLATFORMS INC CL A 30303M102 419 1886 SH SOLE 0 0 1886 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 482 10025 SH SOLE 0 0 10025 ISHARES TR RUS 2000 GRW ETF 464287648 490 1917 SH SOLE 0 0 1917 VANGUARD INDEX FDS LARGE CAP ETF 922908637 545 2616 SH SOLE 0 0 2616 ISHARES INC CORE MSCI EMKT 46434G103 705 12694 SH SOLE 0 0 12694 VANGUARD INDEX FDS GROWTH ETF 922908736 736 2558 SH SOLE 0 0 2558 ISHARES TR CORE S&P US GWT 464287671 740 7007 SH SOLE 0 0 7007 ISHARES INC ESG AWR MSCI EM 46434G863 808 21985 SH SOLE 0 0 21985 ISHARES TR IBONDS DEC24 ETF 46434VBG4 821 32697 SH SOLE 0 0 32697 ISHARES TR IBONDS DEC23 ETF 46434VAX8 832 32893 SH SOLE 0 0 32893 ISHARES TR CORE S&P SCP ETF 464287804 834 7733 SH SOLE 0 0 7733 ISHARES TR IBONDS DEC22 ETF 46434VBA7 835 33364 SH SOLE 0 0 33364 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 922 11805 SH SOLE 0 0 11805 AMAZON COM INC COM 023135106 980 301 SH SOLE 0 0 301 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 41653L503 1034 26368 SH SOLE 0 0 26368 ISHARES TR CORE S&P MCP ETF 464287507 1462 5450 SH SOLE 0 0 5450 ISHARES TR S&P 500 GRWT ETF 464287309 1467 19208 SH SOLE 0 0 19208 ARK ETF TR NEXT GNRTN INTER 00214Q401 1524 17469 SH SOLE 0 0 17469 SPDR S&P 500 ETF TR TR UNIT 78462F103 1546 3423 SH SOLE 0 0 3423 ISHARES TR NATIONAL MUN ETF 464288414 1741 15883 SH SOLE 0 0 15883 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2289 28782 SH SOLE 0 0 28782 MICROSOFT CORP COM 594918104 2319 7521 SH SOLE 0 0 7521 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4079 9824 SH SOLE 0 0 9824 ISHARES TR GL CLEAN ENE ETF 464288224 4336 201481 SH SOLE 0 0 201481 SPDR SER TR S&P REGL BKG 78464A698 4750 68948 SH SOLE 0 0 68948 ISHARES TR RUSSELL 2000 ETF 464287655 4829 23526 SH SOLE 0 0 23526 ISHARES TR RUS 1000 ETF 464287622 5621 22476 SH SOLE 0 0 22476 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 6957 50785 SH SOLE 0 0 50785 INVESCO QQQ TR UNIT SER 1 46090E103 9406 25945 SH SOLE 0 0 25945 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 10265 220376 SH SOLE 0 0 220376 VANGUARD INDEX FDS MID CAP ETF 922908629 12763 53662 SH SOLE 0 0 53662 ISHARES TR CORE S&P500 ETF 464287200 18454 40676 SH SOLE 0 0 40676 ISHARES TR CORE DIV GRWTH 46434V621 20884 391005 SH SOLE 0 0 391005