The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 26,743 | 74,872 | SH | SOLE | 0 | 0 | 74,872 | ||
APPLE INC | COM | 037833100 | 591 | 4,274 | SH | SOLE | 0 | 0 | 4,274 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 12,658 | 145,175 | SH | SOLE | 0 | 0 | 145,175 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 88,092 | 2,097,918 | SH | SOLE | 0 | 0 | 2,097,918 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 354 | 7,981 | SH | SOLE | 0 | 0 | 7,981 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 1,329 | 9,771 | SH | SOLE | 0 | 0 | 9,771 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,045 | 7,735 | SH | SOLE | 0 | 0 | 7,735 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 29,040 | 1,032,344 | SH | SOLE | 0 | 0 | 1,032,344 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 731 | 4,072 | SH | SOLE | 0 | 0 | 4,072 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 75,926 | 788,106 | SH | SOLE | 0 | 0 | 788,106 | ||
TESLA INC | COM | 88160R101 | 346 | 1,306 | SH | SOLE | 0 | 0 | 1,306 | ||
SMARTFINANCIAL INC | COM NEW | 83190L208 | 281 | 11,382 | SH | SOLE | 0 | 0 | 11,382 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 452 | 9,391 | SH | SOLE | 0 | 0 | 9,391 |