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 |
AMAZON COM INC | COM | 023135106 | 237 | 133 | SH | SOLE | 0 | 0 | 133 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 269 | 1,337 | SH | SOLE | 0 | 0 | 1,337 | ||
Apple | COM | 037833100 | 577 | 3,035 | SH | SOLE | 0 | 0 | 3,035 | ||
Johnson & Johnson | COM | 478160104 | 265 | 1,898 | SH | SOLE | 0 | 0 | 1,898 | ||
JPMorgan Chase | COM | 46625H100 | 377 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 267 | 3,605 | SH | SOLE | 0 | 0 | 3,605 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 23,422 | 402,654 | SH | SOLE | 0 | 0 | 402,654 | ||
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 243 | 9,441 | SH | SOLE | 0 | 0 | 9,441 | ||
Exxon Mobil | COM | 30231G102 | 663 | 8,205 | SH | SOLE | 0 | 0 | 8,205 | ||
Merck | COM | 58933Y105 | 883 | 10,620 | SH | SOLE | 0 | 0 | 10,620 | ||
Eli Lilly | COM | 532457108 | 1,650 | 12,716 | SH | SOLE | 0 | 0 | 12,716 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 13,204 | 143,916 | SH | SOLE | 0 | 0 | 143,916 | ||
Quest Diagnostics | COM | 74834L100 | 1,489 | 16,564 | SH | SOLE | 0 | 0 | 16,564 | ||
VANGUARD INDEX FDS | HEALTH CAR ETF | 92204a504 | 4,000 | 23,189 | SH | SOLE | 0 | 0 | 23,189 | ||
CLAYMORE EXCHANGE TRD FD TR | GUG BUL 2019 HY | 18383m373 | 690 | 28,743 | SH | SOLE | 0 | 0 | 28,743 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 15,138 | 53,199 | SH | SOLE | 0 | 0 | 53,199 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 8,432 | 58,267 | SH | SOLE | 0 | 0 | 58,267 | ||
WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | 1,189 | 41,010 | SH | SOLE | 0 | 0 | 41,010 | ||
SPDR SER TR | MSCI USA STRTGIC | 78468R812 | 1,034 | 12,440 | SH | SOLE | 0 | 0 | 12,440 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 1,160 | 33,944 | SH | SOLE | 0 | 0 | 33,944 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 7,397 | 47,025 | SH | SOLE | 0 | 0 | 47,025 | ||
VANGUARD INDEX FDS | DIV APP ETF | 921908844 | 10,737 | 97,928 | SH | SOLE | 0 | 0 | 97,928 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 19,083 | 114,476 | SH | SOLE | 0 | 0 | 114,476 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 6,129 | 214,750 | SH | SOLE | 0 | 0 | 214,750 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 2,174 | 61,791 | SH | SOLE | 0 | 0 | 61,791 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 249 | 6,696 | SH | SOLE | 0 | 0 | 6,696 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 2,237 | 47,892 | SH | SOLE | 0 | 0 | 47,892 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 10,670 | 107,038 | SH | SOLE | 0 | 0 | 107,038 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 491 | 4,628 | SH | SOLE | 0 | 0 | 4,628 | ||
SPDR SERIES TRUST | PORTFOLIO LR ETF | 78464A854 | 1,403 | 42,223 | SH | SOLE | 0 | 0 | 42,223 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 17,399 | 310,089 | SH | SOLE | 0 | 0 | 310,089 |