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 |
ALPHABET INC | CAP STK CL C | 02079k107 | 325 | 157 | SH | SOLE | 0 | 0 | 157 | ||
AMAZON COM INC | COM | 023135106 | 402 | 130 | SH | SOLE | 0 | 0 | 130 | ||
Apple | COM | 037833100 | 1,163 | 9,524 | SH | SOLE | 0 | 0 | 9,524 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 255 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
Eli Lilly | COM | 532457108 | 2,368 | 12,674 | SH | SOLE | 0 | 0 | 12,674 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,641 | 4,124 | SH | SOLE | 0 | 0 | 4,124 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 319 | 1,313 | SH | SOLE | 0 | 0 | 1,313 | ||
ISHARES TR | CORE LT USDB ETF | 464289479 | 633 | 9,227 | SH | SOLE | 0 | 0 | 9,227 | ||
ISHARES TR | MSCI MIN VOL ETF | 46429B697 | 14,567 | 210,535 | SH | SOLE | 0 | 0 | 210,535 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 12,731 | 120,425 | SH | SOLE | 0 | 0 | 120,425 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 259 | 5,652 | SH | SOLE | 0 | 0 | 5,652 | ||
JOHNSON & JOHNSON | COM | 478160104 | 252 | 1,535 | SH | SOLE | 0 | 0 | 1,535 | ||
JPMorgan Chase | COM | 46625H100 | 480 | 3,154 | SH | SOLE | 0 | 0 | 3,154 | ||
Merck | COM | 58933Y105 | 753 | 9,773 | SH | SOLE | 0 | 0 | 9,773 | ||
MOODYS CORP | COM | 615369105 | 208 | 696 | SH | SOLE | 0 | 0 | 696 | ||
Quest Diagnostics | COM | 74834L100 | 2,126 | 16,564 | SH | SOLE | 0 | 0 | 16,564 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 5,707 | 83,544 | SH | SOLE | 0 | 0 | 83,544 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 24,678 | 62,267 | SH | SOLE | 0 | 0 | 62,267 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 1,045 | 28,830 | SH | SOLE | 0 | 0 | 28,830 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 9,603 | 323,886 | SH | SOLE | 0 | 0 | 323,886 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 475 | 5,780 | SH | SOLE | 0 | 0 | 5,780 | ||
VANGUARD INDEX FDS | DIV APP ETF | 921908844 | 22,132 | 150,475 | SH | SOLE | 0 | 0 | 150,475 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 248 | 902 | SH | SOLE | 0 | 0 | 902 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 8,824 | 42,690 | SH | SOLE | 0 | 0 | 42,690 | ||
VANGUARD INDEX FDS | HEALTH CAR ETF | 92204a504 | 24,429 | 106,792 | SH | SOLE | 0 | 0 | 106,792 |