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 | 252 | 133 | SH | SOLE | 0 | 0 | 133 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 285 | 1,337 | SH | SOLE | 0 | 0 | 1,337 | ||
Apple | COM | 037833100 | 601 | 3,037 | SH | SOLE | 0 | 0 | 3,037 | ||
Johnson & Johnson | COM | 478160104 | 263 | 1,886 | SH | SOLE | 0 | 0 | 1,886 | ||
JPMorgan Chase | COM | 46625H100 | 416 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 281 | 3,605 | SH | SOLE | 0 | 0 | 3,605 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 23,223 | 389,450 | SH | SOLE | 0 | 0 | 389,450 | ||
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 261 | 9,441 | SH | SOLE | 0 | 0 | 9,441 | ||
Exxon Mobil | COM | 30231G102 | 568 | 7,417 | SH | SOLE | 0 | 0 | 7,417 | ||
Merck | COM | 58933Y105 | 890 | 10,620 | SH | SOLE | 0 | 0 | 10,620 | ||
Eli Lilly | COM | 532457108 | 1,409 | 12,716 | SH | SOLE | 0 | 0 | 12,716 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 12,878 | 139,012 | SH | SOLE | 0 | 0 | 139,012 | ||
Quest Diagnostics | COM | 74834L100 | 1,686 | 16,564 | SH | SOLE | 0 | 0 | 16,564 | ||
VANGUARD INDEX FDS | HEALTH CAR ETF | 92204a504 | 3,957 | 22,749 | SH | SOLE | 0 | 0 | 22,749 | ||
CLAYMORE EXCHANGE TRD FD TR | GUG BUL 2019 HY | 18383m373 | 644 | 26,905 | SH | SOLE | 0 | 0 | 26,905 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 14,618 | 49,596 | SH | SOLE | 0 | 0 | 49,596 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 8,535 | 56,866 | SH | SOLE | 0 | 0 | 56,866 | ||
WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | 1,283 | 42,673 | SH | SOLE | 0 | 0 | 42,673 | ||
SPDR SER TR | MSCI USA STRTGIC | 78468R812 | 1,039 | 12,066 | SH | SOLE | 0 | 0 | 12,066 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 1,170 | 33,508 | SH | SOLE | 0 | 0 | 33,508 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 7,488 | 45,996 | SH | SOLE | 0 | 0 | 45,996 | ||
VANGUARD INDEX FDS | DIV APP ETF | 921908844 | 11,066 | 96,095 | SH | SOLE | 0 | 0 | 96,095 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 19,397 | 112,540 | SH | SOLE | 0 | 0 | 112,540 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 3,988 | 136,705 | SH | SOLE | 0 | 0 | 136,705 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 2,311 | 63,388 | SH | SOLE | 0 | 0 | 63,388 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 259 | 6,696 | SH | SOLE | 0 | 0 | 6,696 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 2,102 | 45,002 | SH | SOLE | 0 | 0 | 45,002 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 10,626 | 105,649 | SH | SOLE | 0 | 0 | 105,649 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 351 | 3,291 | SH | SOLE | 0 | 0 | 3,291 | ||
SPDR SERIES TRUST | PORTFOLIO LR ETF | 78464A854 | 1,479 | 42,818 | SH | SOLE | 0 | 0 | 42,818 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 17,622 | 303,469 | SH | SOLE | 0 | 0 | 303,469 |