0000752832-17-000001.txt : 20170130 0000752832-17-000001.hdr.sgml : 20170130 20170130145813 ACCESSION NUMBER: 0000752832-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170130 DATE AS OF CHANGE: 20170130 EFFECTIVENESS DATE: 20170130 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: 17556883 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 12-31-2016 12-31-2016 APPROPRIATE BALANCE FINANCIAL SERVICES INC.

11245 SE 6TH STREET, SUITE 210 BELLEVUE WA 98004

13F HOLDINGS REPORT 028-17409 N Mark Jaeger 425-451-0499 Mark Jaeger Bellevue WA 01-30-2017 0 32 163225 false INFORMATION TABLE 2 13fQ42016.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 470 5362 SH SOLE 5362 0 0 ALPHABET INC CAP STK CL A 02079K305 1093 1380 SH SOLE 1380 0 0 AMAZON COM INC COM 023135106 1181 1575 SH SOLE 1575 0 0 DISNEY WALT CO COM DISNEY 254687106 480 4612 SH SOLE 4612 0 0 FACEBOOK INC CL A 30303M102 950 8261 SH SOLE 8261 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 495 782 SH SOLE 782 0 0 ISHARES TR CORE S&P500 ETF 464287200 1395 6202 SH SOLE 6202 0 0 ISHARES TR S&P 500 VAL ETF 464287408 12303 121365 SH SOLE 121365 0 0 ISHARES TR U.S. TELECOM ETF 464287713 2711 78593 SH SOLE 78593 0 0 ISHARES TR CORE S&P SCP ETF 464287804 17197 125054 SH SOLE 125054 0 0 MICROSOFT CORP COM 594918104 631 10165 SH SOLE 10165 0 0 NETFLIX INC COM 64110L106 620 5014 SH SOLE 5014 0 0 OPPENHEIMER REV WEIGHTED ETF SMALL CAP REV ET 68386C302 1172 17469 SH SOLE 17469 0 0 PAYPAL HLDGS INC COM 70450Y103 457 11587 SH SOLE 11587 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 26595 224468 SH SOLE 224468 0 0 PRICELINE GRP INC COM NEW 741503403 513 350 SH SOLE 350 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 21409 95780 SH SOLE 95780 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 23410 77587 SH SOLE 77587 0 0 SALESFORCE COM INC COM 79466L302 431 6297 SH SOLE 6297 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1687 31679 SH SOLE 31679 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 10692 459899 SH SOLE 459899 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5204 107616 SH SOLE 107616 0 0 STARBUCKS CORP COM 855244109 818 14740 SH SOLE 14740 0 0 TESLA MTRS INC COM 88160R101 499 2338 SH SOLE 2338 0 0 UNDER ARMOUR INC CL A 904311107 211 7288 SH SOLE 7288 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 6095 166816 SH SOLE 166816 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2886 80676 SH SOLE 80676 0 0 VANGUARD WORLD FDS TELCOMM ETF 92204A884 7323 73126 SH SOLE 73126 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 3772 28657 SH SOLE 28657 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 1036 9299 SH SOLE 9299 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 9224 99175 SH SOLE 99175 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 265 2061 SH SOLE 2061 0 0