0000752832-16-000001.txt : 20160413 0000752832-16-000001.hdr.sgml : 20160413 20160413121522 ACCESSION NUMBER: 0000752832-16-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160413 DATE AS OF CHANGE: 20160413 EFFECTIVENESS DATE: 20160413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: APPROPRIATE BALANCE FINANCIAL SERVICES INC. CENTRAL INDEX KEY: 0000752832 IRS NUMBER: 911261517 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17409 FILM NUMBER: 161568789 BUSINESS ADDRESS: STREET 1: 11245 SE 6TH STREET, SUITE 210 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 425.451.0499 MAIL ADDRESS: STREET 1: 11245 SE 6TH STREET, SUITE 210 CITY: BELLEVUE STATE: WA ZIP: 98004 FORMER COMPANY: FORMER CONFORMED NAME: APPROPRIATE BALANCE FINANCIAL PLANNING INC /ADV/ DATE OF NAME CHANGE: 19850227 FORMER COMPANY: FORMER CONFORMED NAME: APPROPRIATE BALANCE FINANCIAL SERVICES INC /ADV DATE OF NAME CHANGE: 19840913 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0000752832 XXXXXXXX 12-31-2015 12-31-2015 APPROPRIATE BALANCE FINANCIAL SERVICES INC.

11245 SE 6TH STREET, SUITE 210 BELLEVUE WA 98004

13F HOLDINGS REPORT 028-17409 N Mark Jaeger 4254510499 Mark Jaeger Bellevue WA 04-13-2016 0 26 144388 false INFORMATION TABLE 2 information_table.xml POWERSHARES QQQ TRUST UNIT SER 1 73935A104 33146 296323 SH SOLE 296323 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 26751 105304 SH SOLE 105304 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 23146 113537 SH SOLE 113537 0 0 ISHARES TR CORE S&P SCP ETF 464287804 16603 150793 SH SOLE 150793 0 0 ISHARES TR S&P 500 VAL ETF 464287408 12968 146489 SH SOLE 146489 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 9310 114213 SH SOLE 114213 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 8856 122962 SH SOLE 122962 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 1519 12650 SH SOLE 12650 0 0 REVENUESHARES ETF TR SMALL CAP FD 761396308 963 18633 SH SOLE 18633 0 0 ISHARES TR S&P 500 VAL ETF 464287408 917 4476 SH SOLE 4476 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 858 17677 SH SOLE 17677 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 811 8707 SH SOLE 8707 0 0 AMAZON COM INC COM 23135106 779 1153 SH SOLE 1153 0 0 TESLA MTRS INC COM 88160R101 735 3065 SH SOLE 3065 0 0 ALPHABET INC CAP STK CL A 02079K305 724 931 SH SOLE 931 0 0 FACEBOOK INC CL A 30303M102 697 6663 SH SOLE 6663 0 0 PALO ALTO NETWORKS INC COM 697435105 636 3615 SH SOLE 3615 0 0 MICROSOFT CORP COM 594918104 632 11404 SH SOLE 11404 0 0 SALESFORCE COM INC COM 79466L302 616 7863 SH SOLE 7863 0 0 NETFLIX INC COM 64110L106 615 5380 SH SOLE 5380 0 0 STARBUCKS CORP COM 855244109 610 10164 SH SOLE 10164 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 595 2348 SH SOLE 2348 0 0 DISNEY WALT CO COM DISNEY 254687106 588 5597 SH SOLE 5597 0 0 PRICELINE GRP INC COM NEW 741503403 562 441 SH SOLE 441 0 0 UNDER ARMOUR INC CL A 904311107 507 6299 SH SOLE 6299 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 244 2211 SH SOLE 2211 0 0