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 | 280 | 5,241 | SH | SOLE | 0 | 0 | 0 | 5,241 | |
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 719 | 9,734 | SH | SOLE | 0 | 0 | 0 | 9,734 | |
ISHARES TR | TIPS BD ETF | 464287176 | 684 | 6,034 | SH | SOLE | 0 | 0 | 0 | 6,034 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 4,262 | 38,920 | SH | SOLE | 0 | 0 | 0 | 38,920 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 270 | 2,452 | SH | SOLE | 0 | 0 | 0 | 2,452 | |
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 447 | 4,449 | SH | SOLE | 0 | 0 | 0 | 4,449 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 394 | 7,870 | SH | SOLE | 0 | 0 | 0 | 7,870 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 932 | 3,855 | SH | SOLE | 0 | 0 | 0 | 3,855 | |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 1,026 | 17,753 | SH | SOLE | 0 | 0 | 0 | 17,753 | |
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 61,301 | 1,173,229 | SH | SOLE | 0 | 0 | 0 | 1,173,229 | |
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 309 | 7,506 | SH | SOLE | 0 | 0 | 0 | 7,506 | |
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 3,496 | 63,487 | SH | SOLE | 0 | 0 | 0 | 63,487 | |
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 8,523 | 104,161 | SH | SOLE | 0 | 0 | 0 | 104,161 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,179 | 76,937 | SH | SOLE | 0 | 0 | 0 | 76,937 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 7,595 | 154,277 | SH | SOLE | 0 | 0 | 0 | 154,277 | |
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 33,797 | 621,732 | SH | SOLE | 0 | 0 | 0 | 621,732 | |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | 253 | 4,496 | SH | SOLE | 0 | 0 | 0 | 4,496 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,354 | 33,163 | SH | SOLE | 0 | 0 | 0 | 33,163 | |
VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | 501 | 4,500 | SH | SOLE | 0 | 0 | 0 | 4,500 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 15,513 | 69,858 | SH | SOLE | 0 | 0 | 0 | 69,858 | |
VANGUARD INDEX FDS | REIT ETF | 922908553 | 5,170 | 62,112 | SH | SOLE | 0 | 0 | 0 | 62,112 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 932 | 7,340 | SH | SOLE | 0 | 0 | 0 | 7,340 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,999 | 20,703 | SH | SOLE | 0 | 0 | 0 | 20,703 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 286 | 2,109 | SH | SOLE | 0 | 0 | 0 | 2,109 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 6,278 | 50,447 | SH | SOLE | 0 | 0 | 0 | 50,447 | |
CIMPRESS N V | SHS EURO | N20146101 | 282 | 2,980 | SH | SOLE | 0 | 0 | 0 | 2,980 |