0001910854-22-000001.txt : 20220218 0001910854-22-000001.hdr.sgml : 20220218 20220218163052 ACCESSION NUMBER: 0001910854-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220218 DATE AS OF CHANGE: 20220218 EFFECTIVENESS DATE: 20220218 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VANCE WEALTH, INC. CENTRAL INDEX KEY: 0001910854 IRS NUMBER: 851659330 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22302 FILM NUMBER: 22653267 BUSINESS ADDRESS: STREET 1: 26491 SUMMIT CIRCLE CITY: SANTA CLARITA STATE: CA ZIP: 91350 BUSINESS PHONE: 888-775-0950 MAIL ADDRESS: STREET 1: 26491 SUMMIT CIRCLE CITY: SANTA CLARITA STATE: CA ZIP: 91350 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001910854 XXXXXXXX 12-31-2021 12-31-2021 VANCE WEALTH, INC.

26491 SUMMIT CIRCLE SANTA CLARITA CA 91350

13F HOLDINGS REPORT 028-22302 N JOHN VANCE 888-775-0950 JOHN VANCE SANTA CLARITA CA 02-18-2022 0 61 101915 false INFORMATION TABLE 2 13F_Vance_2021Q4.xml SUMMIT THERAPEUTICS INC COM 86627T108 33 12299 SH SOLE 0 0 12299 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 201 1101 SH SOLE 0 0 1101 EXXON MOBIL CORP COM 30231G102 205 3355 SH SOLE 0 0 3355 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 207 2810 SH SOLE 0 0 2810 ALPHABET INC CAP STK CL C 02079K107 208 72 SH SOLE 0 0 72 ISHARES TR FLTG RATE NT ETF 46429B655 214 4217 SH SOLE 0 0 4217 ISHARES TR BROAD USD HIGH 46435U853 216 5241 SH SOLE 0 0 5241 PFIZER INC COM 717081103 216 3663 SH SOLE 0 0 3663 VANGUARD INDEX FDS GROWTH ETF 922908736 239 744 SH SOLE 0 0 744 PEPSICO INC COM 713448108 243 1400 SH SOLE 0 0 1400 ISHARES TR MSCI EAFE ETF 464287465 247 3137 SH SOLE 0 0 3137 WISDOMTREE TR US SMALLCAP DIVD 97717W604 254 7728 SH SOLE 0 0 7728 JPMORGAN CHASE & CO COM 46625H100 257 1621 SH SOLE 0 0 1621 SKYWORKS SOLUTIONS INC COM 83088M102 271 1748 SH SOLE 0 0 1748 VANGUARD INDEX FDS SMALL CP ETF 922908751 275 1217 SH SOLE 0 0 1217 ISHARES TR ISHARES BIOTECH 464287556 297 1943 SH SOLE 0 0 1943 PROCTER AND GAMBLE CO COM 742718109 300 1832 SH SOLE 0 0 1832 TEXAS INSTRS INC COM 882508104 302 1600 SH SOLE 0 0 1600 THE TRADE DESK INC COM CL A 88339J105 304 3314 SH SOLE 0 0 3314 WISDOMTREE TR INTL LRGCAP DV 97717W794 304 6150 SH SOLE 0 0 6150 ISHARES TR EAFE SML CP ETF 464288273 308 4220 SH SOLE 0 0 4220 CHEVRON CORP NEW COM 166764100 315 2688 SH SOLE 0 0 2688 ISHARES GOLD TR ISHARES NEW 464285204 337 9667 SH SOLE 0 0 9667 VANGUARD INDEX FDS MID CAP ETF 922908629 337 1322 SH SOLE 0 0 1322 ISHARES TR MSCI EMG MKT ETF 464287234 353 7224 SH SOLE 0 0 7224 NORFOLK SOUTHN CORP COM 655844108 354 1188 SH SOLE 0 0 1188 JOHNSON & JOHNSON COM 478160104 363 2121 SH SOLE 0 0 2121 SEMPRA COM 816851109 370 2800 SH SOLE 0 0 2800 REALTY INCOME CORP COM 756109104 381 5319 SH SOLE 0 0 5319 ISHARES INC CORE MSCI EMKT 46434G103 419 6995 SH SOLE 0 0 6995 DEERE & CO COM 244199105 425 1240 SH SOLE 0 0 1240 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 427 8543 SH SOLE 0 0 8543 VANGUARD STAR FDS VG TL INTL STK F 921909768 436 6853 SH SOLE 0 0 6853 NVIDIA CORPORATION COM 67066G104 441 1498 SH SOLE 0 0 1498 TESLA INC COM 88160R101 457 432 SH SOLE 0 0 432 VANGUARD BD INDEX FDS INTERMED TERM 921937819 470 5364 SH SOLE 0 0 5364 COSTCO WHSL CORP NEW COM 22160K105 471 830 SH SOLE 0 0 830 WALGREENS BOOTS ALLIANCE INC COM 931427108 485 9307 SH SOLE 0 0 9307 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 527 6519 SH SOLE 0 0 6519 ISHARES TR EAFE GRWTH ETF 464288885 532 4821 SH SOLE 0 0 4821 META PLATFORMS INC CL A 30303M102 550 1634 SH SOLE 0 0 1634 ISHARES TR EAFE VALUE ETF 464288877 565 11209 SH SOLE 0 0 11209 MICROSOFT CORP COM 594918104 565 1681 SH SOLE 0 0 1681 ABBOTT LABS COM 002824100 589 4185 SH SOLE 0 0 4185 UNITED PARCEL SERVICE INC CL B 911312106 616 2875 SH SOLE 0 0 2875 VANGUARD INDEX FDS TOTAL STK MKT 922908769 652 2699 SH SOLE 0 0 2699 AMAZON COM INC COM 023135106 680 204 SH SOLE 0 0 204 BK OF AMERICA CORP COM 060505104 687 15442 SH SOLE 0 0 15442 INVESCO EXCH TRADED FD TR II NASDAQNXTGEN100 46138G631 729 21723 SH SOLE 0 0 21723 VANGUARD INDEX FDS VALUE ETF 922908744 742 5045 SH SOLE 0 0 5045 ISHARES TR CORE MSCI TOTAL 46432F834 791 11156 SH SOLE 0 0 11156 MEDTRONIC PLC SHS G5960L103 1107 10700 SH SOLE 0 0 10700 DISNEY WALT CO COM 254687106 1355 8747 SH SOLE 0 0 8747 CBRE GROUP INC CL A 12504L109 1579 14551 SH SOLE 0 0 14551 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2578 8623 SH SOLE 0 0 8623 APPLE INC COM 037833100 5503 30993 SH SOLE 0 0 30993 INVESCO QQQ TR UNIT SER 1 46090E103 7082 17802 SH SOLE 0 0 17802 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 9823 60060 SH SOLE 0 0 60060 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 13216 506169 SH SOLE 0 0 506169 ETF SER SOLUTIONS NETLEASE CORP 26922A248 15655 492883 SH SOLE 0 0 492883 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 23850 823252 SH SOLE 0 0 823252