0000752832-17-000003.txt : 20170501 0000752832-17-000003.hdr.sgml : 20170501 20170501125607 ACCESSION NUMBER: 0000752832-17-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170501 DATE AS OF CHANGE: 20170501 EFFECTIVENESS DATE: 20170501 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: 17799551 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 03-31-2017 03-31-2017 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 05-01-2017 0 30 169902 false INFORMATION TABLE 2 13fQ12017.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4956 534 SH SOLE 4956 0 0 ALPHABET INC CAP STK CL A 02079K305 1265 1072 SH SOLE 1265 0 0 AMAZON COM INC COM 231351060 1435 1272 SH SOLE 1435 0 0 DISNEY WALT CO COM DISNEY 254687106 4300 487 SH SOLE 4300 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 158084 10284 SH SOLE 158084 0 0 FACEBOOK INC CL A 30303M102 7505 1066 SH SOLE 7505 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 725 555 SH SOLE 725 0 0 ISHARES TR CORE S&P500 ETF 464287200 6136 1455 SH SOLE 6136 0 0 ISHARES TR S&P 500 VAL ETF 464287408 120276 12513 SH SOLE 120276 0 0 ISHARES TR CORE S&P SCP ETF 464287804 241531 16704 SH SOLE 241531 0 0 MICROSOFT CORP COM 594918104 9328 614 SH SOLE 9328 0 0 NETFLIX INC COM 64110L106 4502 665 SH SOLE 4502 0 0 PAYPAL HLDGS INC COM 70450Y103 10713 460 SH SOLE 10713 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 215141 28480 SH SOLE 215141 0 0 PRICELINE GRP INC COM NEW 741503403 315 560 SH SOLE 315 0 0 OPPENHEIMER REV WEIGHTED ETF SMALL CAP REV ET 68386C302 15584 1034 SH SOLE 15584 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 94782 22343 SH SOLE 94782 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 74127 23158 SH SOLE 74127 0 0 SALESFORCE COM INC COM 79466L302 5821 480 SH SOLE 5821 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 31637 1780 SH SOLE 31637 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 459438 10902 SH SOLE 459438 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 112270 5985 SH SOLE 112270 0 0 STARBUCKS CORP COM 855244109 14148 826 SH SOLE 14148 0 0 TESLA MTRS INC COM 88160R101 2158 600 SH SOLE 2158 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 168571 6624 SH SOLE 168571 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 84503 3356 SH SOLE 84503 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 33147 4615 SH SOLE 33147 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 15204 1849 SH SOLE 15204 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 98283 9373 SH SOLE 98283 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1927 256 SH SOLE 1927 0 0