# EDGAR Filing Document

**Accession Number:** 0001725394
**File Stem:** 0001951757-23-000033
**Filing Date:** 2023-1
**Character Count:** 8662
**Document Hash:** 50014361fe816d7413622c029d633c22
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-23-000033.hdr.sgml**: 20230120

**ACCESSION NUMBER**: 0001951757-23-000033

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230120

**DATE AS OF CHANGE**: 20230119

**EFFECTIVENESS DATE**: 20230120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Spectrum Planning & Advisory Services Inc.
- **CENTRAL INDEX KEY:** 0001725394
- **IRS NUMBER:** 464452353
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20527
- **FILM NUMBER:** 23538541

**BUSINESS ADDRESS:**
- **STREET 1:** 3131 CAMINO DEL RIO NORTH
- **STREET 2:** SUITE 1000
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92108
- **BUSINESS PHONE:** 6192899670

**MAIL ADDRESS:**
- **STREET 1:** 3131 CAMINO DEL RIO NORTH
- **STREET 2:** SUITE 1000
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92108

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Spectrum Planning  Advisory Services Inc.<br>**Address:** 3131 CAMINO DEL RIO NORTH<br>SUITE 1000<br>SAN DIEGO, CA 92108

**Form 13F File Number:** 028-20527

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** BRENTT HOOVER<br>**Title:** PARTNER CEO CCO<br>**Phone:** (619) 289-9670

**Signature, Place, and Date of Signing:**

BRENTT HOOVER  SAN DIEGO, CA  01-19-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 41

**Form 13F Information Table Value Total:** $73267341

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALNYLAM PHARMACEUTICALS INC COM | COM | 02043Q107 |  | 853401 | 3591 | SH |  | SOLE |  | 0 | 0 | 3591 |
| AMAZON COM INC COM | COM | 023135106 |  | 868140 | 10335 | SH |  | SOLE |  | 0 | 0 | 10335 |
| APPLE INC COM | COM | 037833100 |  | 485369 | 3736 | SH |  | SOLE |  | 0 | 0 | 3736 |
| BERKSHIRE HATHAWAY INC COM CL B | COM CL B | 084670702 |  | 582277 | 1885 | SH |  | SOLE |  | 0 | 0 | 1885 |
| INVESCO EXCHANGE TRADED FUND T S EMRNG MKTS ETF | S EMRNG MKTS ETF | 46138E297 |  | 1974143 | 85795 | SH |  | SOLE |  | 0 | 0 | 85795 |
| ISHARES TRUST U.S. TECH ETF | U.S. TECH ETF | 464287721 |  | 963987 | 12941 | SH |  | SOLE |  | 0 | 0 | 12941 |
| ISHARES TRUST CORE S SCP ETF | CORE S SCP ETF | 464287804 |  | 614784 | 6496 | SH |  | SOLE |  | 0 | 0 | 6496 |
| ISHARES TRUST MSCI KLD400 SOC ETF | MSCI KLD400 SOC ETF | 464288570 |  | 209770 | 2922 | SH |  | SOLE |  | 0 | 0 | 2922 |
| ISHARES TRUST MBS ETF | MBS ETF | 464288588 |  | 2273822 | 24516 | SH |  | SOLE |  | 0 | 0 | 24516 |
| ISHARES TRUST 10-20 YR TRS ETF | 10-20 YR TRS ETF | 464288653 |  | 854473 | 7899 | SH |  | SOLE |  | 0 | 0 | 7899 |
| ISHARES TRUST EAFE VALUE ETF | EAFE VALUE ETF | 464288877 |  | 3413298 | 74396 | SH |  | SOLE |  | 0 | 0 | 74396 |
| ISHARES TRUST EAFE GRWTH ETF | EAFE GRWTH ETF | 464288885 |  | 3159548 | 37721 | SH |  | SOLE |  | 0 | 0 | 37721 |
| ISHARES SILVER TRUST ISHARES ETF | ISHARES ETF | 46428Q109 |  | 227577 | 10335 | SH |  | SOLE |  | 0 | 0 | 10335 |
| ISHARES TRUST US TREAS BD ETF | US TREAS BD ETF | 46429B267 |  | 1479764 | 65130 | SH |  | SOLE |  | 0 | 0 | 65130 |
| ISHARES TRUST MSCI USA MIN VOL FACTOR ETF | MSCI USA MIN VOL FACTOR ETF | 46429B697 |  | 970619 | 13462 | SH |  | SOLE |  | 0 | 0 | 13462 |
| ISHARES US ETF TRUST BLACKROCK SH MATURITY BD ETF | BLACKROCK SH MATURITY BD ETF | 46431W507 |  | 327547 | 6648 | SH |  | SOLE |  | 0 | 0 | 6648 |
| ISHARES US ETF TRUST GSCI COMMODITY DYNAMIC ROLL | GSCI COMMODITY DYNAMIC ROLL | 46431W853 |  | 325507 | 11547 | SH |  | SOLE |  | 0 | 0 | 11547 |
| ISHARES TRUST MSCI USA MOMENTUM FACTOR ETF | MSCI USA MOMENTUM FACTOR ETF | 46432F396 |  | 931782 | 6385 | SH |  | SOLE |  | 0 | 0 | 6385 |
| ISHARES TRUST 0-5YR HI YL CP ETF | 0-5YR HI YL CP ETF | 46434V407 |  | 1398602 | 34204 | SH |  | SOLE |  | 0 | 0 | 34204 |
| ISHARES TRUST CORE TOTAL USD ETF | CORE TOTAL USD ETF | 46434V613 |  | 2659755 | 59198 | SH |  | SOLE |  | 0 | 0 | 59198 |
| ISHARES TRUST BLACKROCK ULTRA SHT TRM BD | BLACKROCK ULTRA SHT TRM BD | 46434V878 |  | 218375 | 4364 | SH |  | SOLE |  | 0 | 0 | 4364 |
| ISHARES TRUST CONV BD ETF | CONV BD ETF | 46435G102 |  | 341001 | 4909 | SH |  | SOLE |  | 0 | 0 | 4909 |
| ISHARES TRUST ESG AWARE MSCI USA ETF | ESG AWARE MSCI USA ETF | 46435G425 |  | 8978947 | 105946 | SH |  | SOLE |  | 0 | 0 | 105946 |
| ISHARES TRUST US INFRASTRUC ETF | US INFRASTRUC ETF | 46435U713 |  | 423946 | 11692 | SH |  | SOLE |  | 0 | 0 | 11692 |
| ISHARES TRUST ESG ADVANCED TOTAL USD BD M | ESG ADVANCED TOTAL USD BD M | 46436E619 |  | 425587 | 10085 | SH |  | SOLE |  | 0 | 0 | 10085 |
| MICROSOFT CORP COM | COM | 594918104 |  | 1145428 | 4776 | SH |  | SOLE |  | 0 | 0 | 4776 |
| PROSHARES TRUST SHORT S 500 NE ETF | SHORT S 500 NE ETF | 74347B425 |  | 4091193 | 255221 | SH |  | SOLE |  | 0 | 0 | 255221 |
| PROSHARES TRUST SHORT QQQ NEW ETF | SHORT QQQ NEW ETF | 74347B714 |  | 590993 | 40149 | SH |  | SOLE |  | 0 | 0 | 40149 |
| PROSHARES TRUST SHRT RUSSELL2000 ETF | SHRT RUSSELL2000 ETF | 74348A210 |  | 325950 | 13250 | SH |  | SOLE |  | 0 | 0 | 13250 |
| SPDR SERIES TRUST PORTFOLI S 1500 COMP STK ETF | PORTFOLI S 1500 COMP STK ETF | 78464A805 |  | 988442 | 20902 | SH |  | SOLE |  | 0 | 0 | 20902 |
| SPDR SERIES TRUST PORTFOLIO S 500 ETF | PORTFOLIO S 500 ETF | 78464A854 |  | 14319003 | 318342 | SH |  | SOLE |  | 0 | 0 | 318342 |
| SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | BLOOMBERG 1-3 MONTH T-BILL ETF | 78468R663 |  | 2226197 | 24338 | SH |  | SOLE |  | 0 | 0 | 24338 |
| SCHWAB STRATEGIC TR US AGGREGATE B ETF | US AGGREGATE B ETF | 808524839 |  | 2730405 | 59812 | SH |  | SOLE |  | 0 | 0 | 59812 |
| SCHWAB STRATEGIC TR US TIPS ETF | US TIPS ETF | 808524870 |  | 228729 | 4416 | SH |  | SOLE |  | 0 | 0 | 4416 |
| SELECT SECTOR SPDR TRUST ENERGY ETF | ENERGY ETF | 81369Y506 |  | 253669 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |
| VANECK MERK GOLD TRUST GOLD TRUST ETF | GOLD TRUST ETF | 921078101 |  | 228219 | 12901 | SH |  | SOLE |  | 0 | 0 | 12901 |
| VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT ETF | 922908769 |  | 9979927 | 52199 | SH |  | SOLE |  | 0 | 0 | 52199 |
| WOODWARD INC COM | COM | 980745103 |  | 876059 | 9068 | SH |  | SOLE |  | 0 | 0 | 9068 |
| EDITAS MEDICINE INC COM | COM | 28106W103 |  | 131054 | 14775 | SH |  | SOLE |  | 0 | 0 | 14775 |
| VASCULAR BIOGENICS LTD COM | COM | M96883109 |  | 1920 | 16000 | SH |  | SOLE |  | 0 | 0 | 16000 |
| FORD MOTOR CO COM | COM | 345370860 |  | 188132 | 16176 | SH |  | SOLE |  | 0 | 0 | 16176 |

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