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 |
|
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 | 292 | 5,241 | SH | SOLE | 0 | 0 | 0 | 5,241 | |
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 827 | 10,352 | SH | SOLE | 0 | 0 | 0 | 10,352 | |
EDWARDS LIFESCIENCES CORP | COM | 28176E108 | 217 | 1,988 | SH | SOLE | 0 | 0 | 0 | 1,988 | |
ISHARES TR | TIPS BD ETF | 464287176 | 609 | 5,362 | SH | SOLE | 0 | 0 | 0 | 5,362 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 12,073 | 110,164 | SH | SOLE | 0 | 0 | 0 | 110,164 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 272 | 2,454 | SH | SOLE | 0 | 0 | 0 | 2,454 | |
ISHARES TR | TIPS ETF | 46429B747 | 438 | 4,366 | SH | SOLE | 0 | 0 | 0 | 4,366 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 427 | 7,910 | SH | SOLE | 0 | 0 | 0 | 7,910 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 884 | 3,519 | SH | SOLE | 0 | 0 | 0 | 3,519 | |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 4,189 | 69,777 | SH | SOLE | 0 | 0 | 0 | 69,777 | |
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 59,505 | 1,136,465 | SH | SOLE | 0 | 0 | 0 | 1,136,465 | |
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 513 | 12,479 | SH | SOLE | 0 | 0 | 0 | 12,479 | |
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 3,147 | 56,951 | SH | SOLE | 0 | 0 | 0 | 56,951 | |
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 12,818 | 156,397 | SH | SOLE | 0 | 0 | 0 | 156,397 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,622 | 83,440 | SH | SOLE | 0 | 0 | 0 | 83,440 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 6,966 | 140,862 | SH | SOLE | 0 | 0 | 0 | 140,862 | |
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 39,898 | 730,864 | SH | SOLE | 0 | 0 | 0 | 730,864 | |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | 261 | 4,392 | SH | SOLE | 0 | 0 | 0 | 4,392 | |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 220 | 3,117 | SH | SOLE | 0 | 0 | 0 | 3,117 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,484 | 34,062 | SH | SOLE | 0 | 0 | 0 | 34,062 | |
VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | 1,559 | 13,469 | SH | SOLE | 0 | 0 | 0 | 13,469 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 15,331 | 66,435 | SH | SOLE | 0 | 0 | 0 | 66,435 | |
VANGUARD INDEX FDS | REIT ETF | 922908553 | 5,385 | 64,811 | SH | SOLE | 0 | 0 | 0 | 64,811 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 974 | 7,340 | SH | SOLE | 0 | 0 | 0 | 7,340 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 2,062 | 20,657 | SH | SOLE | 0 | 0 | 0 | 20,657 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 298 | 2,109 | SH | SOLE | 0 | 0 | 0 | 2,109 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 7,156 | 55,253 | SH | SOLE | 0 | 0 | 0 | 55,253 |