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 |
CABOT CORP | COM | 127055101 | 273 | 6,075 | SH | SOLE | 0 | 0 | 0 | 6,075 | |
CABOT MICROELECTRONICS CO | COM | 12709P103 | 601 | 12,023 | SH | SOLE | 0 | 0 | 0 | 12,023 | |
CIMPRESS N V | SHS EURO | N20146101 | 1,264 | 14,980 | SH | SOLE | 0 | 0 | 0 | 14,980 | |
ISHARES | MSCI CDA ETF | 464286509 | 1,224 | 45,045 | SH | SOLE | 0 | 0 | 0 | 45,045 | |
ISHARES | EAFE SML CP ETF | 464288273 | 549 | 11,098 | SH | SOLE | 0 | 0 | 0 | 11,098 | |
ISHARES | NAT AMT FREE BD | 464288414 | 273 | 2,471 | SH | SOLE | 0 | 0 | 0 | 2,471 | |
ISHARES | INTL DEVPPTY ETF | 464288422 | 306 | 8,020 | SH | SOLE | 0 | 0 | 0 | 8,020 | |
ISHARES | MBS ETF | 464288588 | 250 | 2,270 | SH | SOLE | 0 | 0 | 0 | 2,270 | |
ISHARES TR | TIPS BD ETF | 464287176 | 1,045 | 9,198 | SH | SOLE | 0 | 0 | 0 | 9,198 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 2,681 | 24,062 | SH | SOLE | 0 | 0 | 0 | 24,062 | |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 236 | 5,885 | SH | SOLE | 0 | 0 | 0 | 5,885 | |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 365 | 3,948 | SH | SOLE | 0 | 0 | 0 | 3,948 | |
ISHARES TR | SP SMCP600VL ETF | 464287879 | 248 | 2,087 | SH | SOLE | 0 | 0 | 0 | 2,087 | |
PIMCO ETF TR | 1-5 US TIP IDX | 72201R205 | 506 | 9,759 | SH | SOLE | 0 | 0 | 0 | 9,759 | |
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 27,473 | 519,248 | SH | SOLE | 0 | 0 | 0 | 519,248 | |
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 2,248 | 40,935 | SH | SOLE | 0 | 0 | 0 | 40,935 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 699 | 3,386 | SH | SOLE | 0 | 0 | 0 | 3,386 | |
SPDR SERIES TRUST | BRC HGH YLD BD | 78464A417 | 449 | 11,445 | SH | SOLE | 0 | 0 | 0 | 11,445 | |
SPDR SERIES TRUST | DB INT GVT ETF | 78464A490 | 215 | 3,941 | SH | SOLE | 0 | 0 | 0 | 3,941 | |
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 475 | 5,895 | SH | SOLE | 0 | 0 | 0 | 5,895 | |
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 9,888 | 118,601 | SH | SOLE | 0 | 0 | 0 | 118,601 | |
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 23,401 | 432,623 | SH | SOLE | 0 | 0 | 0 | 432,623 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 3,639 | 19,236 | SH | SOLE | 0 | 0 | 0 | 19,236 | |
VANGUARD INDEX FDS | REIT ETF | 922908553 | 4,484 | 53,185 | SH | SOLE | 0 | 0 | 0 | 53,185 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 544 | 5,201 | SH | SOLE | 0 | 0 | 0 | 5,201 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 3,574 | 42,696 | SH | SOLE | 0 | 0 | 0 | 42,696 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 515 | 4,206 | SH | SOLE | 0 | 0 | 0 | 4,206 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,587 | 61,421 | SH | SOLE | 0 | 0 | 0 | 61,421 | |
VANGUARD INTL EQUITY INDE | FTSE EMR MKT ETF | 922042858 | 1,241 | 30,369 | SH | SOLE | 0 | 0 | 0 | 30,369 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 10,405 | 214,704 | SH | SOLE | 0 | 0 | 0 | 214,704 | |
VANGUARD SCOTTSDALE FDS | MORTG-BACK SEC | 92206C771 | 943 | 17,658 | SH | SOLE | 0 | 0 | 0 | 17,658 | |
VANGUARD TAX MANAGED INTL | FTSE DEV MKT ETF | 921943858 | 2,049 | 51,449 | SH | SOLE | 0 | 0 | 0 | 51,449 | |
VANGUARD WHITEHALL FDS IN | EMERG MKT BD ETF | 921946885 | 1,415 | 18,203 | SH | SOLE | 0 | 0 | 0 | 18,203 |