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 | 231 | 133 | SH | SOLE | 0 | 0 | 133 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 278 | 1,337 | SH | SOLE | 0 | 0 | 1,337 | ||
Apple | COM | 037833100 | 680 | 3,038 | SH | SOLE | 0 | 0 | 3,038 | ||
Johnson & Johnson | COM | 478160104 | 242 | 1,870 | SH | SOLE | 0 | 0 | 1,870 | ||
JPMorgan Chase | COM | 46625H100 | 438 | 3,725 | SH | SOLE | 0 | 0 | 3,725 | ||
ISHARES TR | CORE LT USDB ETF | 464289479 | 464 | 6,685 | SH | SOLE | 0 | 0 | 6,685 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 25,224 | 389,621 | SH | SOLE | 0 | 0 | 389,621 | ||
Exxon Mobil | COM | 30231G102 | 492 | 6,970 | SH | SOLE | 0 | 0 | 6,970 | ||
Merck | COM | 58933Y105 | 894 | 10,620 | SH | SOLE | 0 | 0 | 10,620 | ||
Eli Lilly | COM | 532457108 | 1,422 | 12,716 | SH | SOLE | 0 | 0 | 12,716 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 13,219 | 146,668 | SH | SOLE | 0 | 0 | 146,668 | ||
Quest Diagnostics | COM | 74834L100 | 1,773 | 16,564 | SH | SOLE | 0 | 0 | 16,564 | ||
VANGUARD INDEX FDS | HEALTH CAR ETF | 92204a504 | 3,805 | 22,691 | SH | SOLE | 0 | 0 | 22,691 | ||
CLAYMORE EXCHANGE TRD FD TR | GUG BUL 2019 HY | 18383m373 | 644 | 26,915 | SH | SOLE | 0 | 0 | 26,915 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 14,494 | 48,552 | SH | SOLE | 0 | 0 | 48,552 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 8,390 | 55,561 | SH | SOLE | 0 | 0 | 55,561 | ||
WISDOMTREE TR | US MULTIFACTOR | 97717Y857 | 1,508 | 49,695 | SH | SOLE | 0 | 0 | 49,695 | ||
SPDR SER TR | MSCI USA STRTGIC | 78468R812 | 1,194 | 13,451 | SH | SOLE | 0 | 0 | 13,451 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 1,211 | 34,317 | SH | SOLE | 0 | 0 | 34,317 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 7,331 | 44,552 | SH | SOLE | 0 | 0 | 44,552 | ||
VANGUARD INDEX FDS | DIV APP ETF | 921908844 | 11,247 | 94,055 | SH | SOLE | 0 | 0 | 94,055 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 19,293 | 111,028 | SH | SOLE | 0 | 0 | 111,028 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 6,884 | 232,256 | SH | SOLE | 0 | 0 | 232,256 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 2,837 | 77,206 | SH | SOLE | 0 | 0 | 77,206 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 283 | 7,265 | SH | SOLE | 0 | 0 | 7,265 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 2,025 | 43,564 | SH | SOLE | 0 | 0 | 43,564 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 10,769 | 107,511 | SH | SOLE | 0 | 0 | 107,511 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 351 | 3,291 | SH | SOLE | 0 | 0 | 3,291 | ||
SPDR SERIES TRUST | PORTFOLIO LR ETF | 78464A854 | 1,719 | 49,334 | SH | SOLE | 0 | 0 | 49,334 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 19,146 | 311,723 | SH | SOLE | 0 | 0 | 311,723 |