0000752832-17-000004.txt : 20170724 0000752832-17-000004.hdr.sgml : 20170724 20170724121228 ACCESSION NUMBER: 0000752832-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170724 DATE AS OF CHANGE: 20170724 EFFECTIVENESS DATE: 20170724 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: 17977913 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 06-30-2017 06-30-2017 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 07-24-2017 0 29 172686 false INFORMATION TABLE 2 13fQ2.2017.xml ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 4934 534 SH SOLE 4934 0 0 ALPHABET INC CAP STK CL A 02079K305 1255 1166 SH SOLE 1255 0 0 AMAZON COM INC COM 023135106 1422 1376 SH SOLE 1422 0 0 DISNEY WALT CO COM DISNEY 254687106 4367 464 SH SOLE 4367 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 158602 10802 SH SOLE 158602 0 0 FACEBOOK INC CL A 30303M102 7429 1121 SH SOLE 7429 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 712 665 SH SOLE 712 0 0 ISHARES TR CORE S&P500 ETF 464287200 5980 1455 SH SOLE 5980 0 0 ISHARES TR S&P 500 VAL ETF 464287408 115386 12110 SH SOLE 115386 0 0 ISHARES TR CORE S&P SCP ETF 464287804 239686 16804 SH SOLE 239686 0 0 MICROSOFT CORP COM 594918104 9331 643 SH SOLE 9331 0 0 NETFLIX INC COM 64110L106 4701 702 SH SOLE 4701 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 204224 28109 SH SOLE 204224 0 0 PRICELINE GRP INC COM NEW 741503403 311 581 SH SOLE 311 0 0 OPPENHEIMER REV WEIGHTED ETF SMALL CAP REV ET 68386C302 14078 929 SH SOLE 14078 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 94343 22812 SH SOLE 94343 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 72264 22952 SH SOLE 72264 0 0 SALESFORCE COM INC COM 79466L302 5928 513 SH SOLE 5928 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 30682 1772 SH SOLE 30682 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 455414 11235 SH SOLE 455414 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 109611 5997 SH SOLE 109611 0 0 STARBUCKS CORP COM 855244109 14396 839 SH SOLE 14396 0 0 TESLA MTRS INC COM 88160R101 2195 793 SH SOLE 2195 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 167672 6928 SH SOLE 167672 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 84228 3439 SH SOLE 84228 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 36802 5245 SH SOLE 36802 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 19343 2457 SH SOLE 19343 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 103431 9987 SH SOLE 103431 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 1927 256 SH SOLE 1927 0 0