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 | 312 | 113 | SH | SOLE | 0 | 0 | 113 | ||
Apple | COM | 037833100 | 822 | 2,254 | SH | SOLE | 0 | 0 | 2,254 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 211 | 1,180 | SH | SOLE | 0 | 0 | 1,180 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,295 | 4,183 | SH | SOLE | 0 | 0 | 4,183 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 232 | 1,210 | SH | SOLE | 0 | 0 | 1,210 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 272 | 2,523 | SH | SOLE | 0 | 0 | 2,523 | ||
ISHARES TR | CORE LT USDB ETF | 464289479 | 668 | 8,912 | SH | SOLE | 0 | 0 | 8,912 | ||
Eli Lilly | COM | 532457108 | 2,081 | 12,674 | SH | SOLE | 0 | 0 | 12,674 | ||
MOODYS CORP | COM | 615369105 | 340 | 1,236 | SH | SOLE | 0 | 0 | 1,236 | ||
VANGUARD INDEX FDS | DIV APP ETF | 921908844 | 17,348 | 148,044 | SH | SOLE | 0 | 0 | 148,044 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 801 | 5,120 | SH | SOLE | 0 | 0 | 5,120 | ||
ALPHABET INC | CAP STK CL C | 02079k107 | 223 | 158 | SH | SOLE | 0 | 0 | 158 | ||
EXXON MOBIL CORP | COM | 30231G102 | 222 | 4,964 | SH | SOLE | 0 | 0 | 4,964 | ||
ISHARES TR | MSCI MIN VOL ETF | 46429B697 | 13,502 | 222,691 | SH | SOLE | 0 | 0 | 222,691 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 11,423 | 111,559 | SH | SOLE | 0 | 0 | 111,559 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 1,366 | 31,857 | SH | SOLE | 0 | 0 | 31,857 | ||
JPMorgan Chase | COM | 46625H100 | 287 | 3,054 | SH | SOLE | 0 | 0 | 3,054 | ||
Merck | COM | 58933Y105 | 756 | 9,773 | SH | SOLE | 0 | 0 | 9,773 | ||
Quest Diagnostics | COM | 74834L100 | 1,888 | 16,564 | SH | SOLE | 0 | 0 | 16,564 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 19,412 | 62,952 | SH | SOLE | 0 | 0 | 62,952 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 912 | 24,957 | SH | SOLE | 0 | 0 | 24,957 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 8,248 | 267,277 | SH | SOLE | 0 | 0 | 267,277 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 6,516 | 111,123 | SH | SOLE | 0 | 0 | 111,123 | ||
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 1,083 | 19,186 | SH | SOLE | 0 | 0 | 19,186 | ||
VANGUARD INDEX FDS | HEALTH CAR ETF | 92204a504 | 20,090 | 104,281 | SH | SOLE | 0 | 0 | 104,281 |