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 | 409 | 130 | SH | SOLE | 0 | 0 | 130 | ||
Apple | COM | 037833100 | 1,103 | 9,524 | SH | SOLE | 0 | 0 | 9,524 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 250 | 1,174 | SH | SOLE | 0 | 0 | 1,174 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,406 | 4,183 | SH | SOLE | 0 | 0 | 4,183 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 321 | 1,479 | SH | SOLE | 0 | 0 | 1,479 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 273 | 2,523 | SH | SOLE | 0 | 0 | 2,523 | ||
ISHARES TR | CORE LT USDB ETF | 464289479 | 501 | 6,629 | SH | SOLE | 0 | 0 | 6,629 | ||
Eli Lilly | COM | 532457108 | 1,876 | 12,674 | SH | SOLE | 0 | 0 | 12,674 | ||
MOODYS CORP | COM | 615369105 | 305 | 1,053 | SH | SOLE | 0 | 0 | 1,053 | ||
VANGUARD INDEX FDS | DIV APP ETF | 921908844 | 19,382 | 150,645 | SH | SOLE | 0 | 0 | 150,645 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,853 | 40,240 | SH | SOLE | 0 | 0 | 40,240 | ||
ALPHABET INC | CAP STK CL C | 02079k107 | 216 | 147 | SH | SOLE | 0 | 0 | 147 | ||
ISHARES TR | MSCI MIN VOL ETF | 46429B697 | 14,409 | 226,090 | SH | SOLE | 0 | 0 | 226,090 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 11,020 | 105,905 | SH | SOLE | 0 | 0 | 105,905 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 1,035 | 23,560 | SH | SOLE | 0 | 0 | 23,560 | ||
JPMorgan Chase | COM | 46625H100 | 294 | 3,054 | SH | SOLE | 0 | 0 | 3,054 | ||
Merck | COM | 58933Y105 | 811 | 9,773 | SH | SOLE | 0 | 0 | 9,773 | ||
Quest Diagnostics | COM | 74834L100 | 1,896 | 16,564 | SH | SOLE | 0 | 0 | 16,564 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 21,330 | 63,693 | SH | SOLE | 0 | 0 | 63,693 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 984 | 26,758 | SH | SOLE | 0 | 0 | 26,758 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 8,181 | 265,535 | SH | SOLE | 0 | 0 | 265,535 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 13,034 | 203,341 | SH | SOLE | 0 | 0 | 203,341 | ||
VANGUARD INDEX FDS | HEALTH CAR ETF | 92204a504 | 21,547 | 105,623 | SH | SOLE | 0 | 0 | 105,623 |