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 | 393 | 157 | SH | SOLE | 0 | 0 | 157 | ||
AMAZON COM INC | COM | 023135106 | 447 | 130 | SH | SOLE | 0 | 0 | 130 | ||
Apple | COM | 037833100 | 1,113 | 8,124 | SH | SOLE | 0 | 0 | 8,124 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 275 | 989 | SH | SOLE | 0 | 0 | 989 | ||
Eli Lilly | COM | 532457108 | 2,909 | 12,674 | SH | SOLE | 0 | 0 | 12,674 | ||
EXXON MOBIL CORP | COM | 30231G102 | 224 | 3,544 | SH | SOLE | 0 | 0 | 3,544 | ||
JPMorgan Chase | COM | 46625H100 | 491 | 3,154 | SH | SOLE | 0 | 0 | 3,154 | ||
JOHNSON & JOHNSON | COM | 478160104 | 253 | 1,535 | SH | SOLE | 0 | 0 | 1,535 | ||
Merck | COM | 58933Y105 | 760 | 9,773 | SH | SOLE | 0 | 0 | 9,773 | ||
MOODYS CORP | COM | 615369105 | 252 | 696 | SH | SOLE | 0 | 0 | 696 | ||
Quest Diagnostics | COM | 74834L100 | 2,186 | 16,564 | SH | SOLE | 0 | 0 | 16,564 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 9,853 | 328,333 | SH | SOLE | 0 | 0 | 328,333 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 1,037 | 28,260 | SH | SOLE | 0 | 0 | 28,260 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 26,922 | 62,894 | SH | SOLE | 0 | 0 | 62,894 | ||
VANGUARD INDEX FDS | DIV APP ETF | 921908844 | 23,181 | 149,759 | SH | SOLE | 0 | 0 | 149,759 | ||
VANGUARD INDEX FDS | HEALTH CAR ETF | 92204a504 | 26,780 | 108,364 | SH | SOLE | 0 | 0 | 108,364 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 18,576 | 226,097 | SH | SOLE | 0 | 0 | 226,097 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 266 | 918 | SH | SOLE | 0 | 0 | 918 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 10,205 | 45,799 | SH | SOLE | 0 | 0 | 45,799 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,445 | 10,514 | SH | SOLE | 0 | 0 | 10,514 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 252 | 5,471 | SH | SOLE | 0 | 0 | 5,471 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 13,302 | 125,121 | SH | SOLE | 0 | 0 | 125,121 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,773 | 4,124 | SH | SOLE | 0 | 0 | 4,124 |