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 |
APPLE INC | COM | 037833100 | 229 | 781 | SH | SOLE | 0 | 0 | 0 | 781 | |
BLACKROCK CORE BD TR | SHS BEN INT | 09249E101 | 170 | 11,693 | SH | SOLE | 0 | 0 | 0 | 11,693 | |
CABOT CORP | COM | 127055101 | 1,557 | 32,764 | SH | SOLE | 0 | 0 | 0 | 32,764 | |
CABOT MICROELECTRONICS CORP | COM | 12709P103 | 2,311 | 16,013 | SH | SOLE | 0 | 0 | 0 | 16,013 | |
COCA COLA CO | COM | 191216100 | 225 | 4,072 | SH | SOLE | 0 | 0 | 0 | 4,072 | |
ISHARES TR | TIPS BD ETF | 464287176 | 492 | 4,221 | SH | SOLE | 0 | 0 | 0 | 4,221 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 3,638 | 32,376 | SH | SOLE | 0 | 0 | 0 | 32,376 | |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 388 | 8,651 | SH | SOLE | 0 | 0 | 0 | 8,651 | |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 538 | 4,133 | SH | SOLE | 0 | 0 | 0 | 4,133 | |
ISHARES TR | MSCI EAFE ETF | 464287465 | 412 | 5,940 | SH | SOLE | 0 | 0 | 0 | 5,940 | |
ISHARES TR | SP SMCP600VL ETF | 464287879 | 349 | 2,168 | SH | SOLE | 0 | 0 | 0 | 2,168 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 247 | 2,165 | SH | SOLE | 0 | 0 | 0 | 2,165 | |
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 8,089 | 80,323 | SH | SOLE | 0 | 0 | 0 | 80,323 | |
ISHARES TR | USA MOMENTUM FCT | 46432F396 | 4,874 | 38,818 | SH | SOLE | 0 | 0 | 0 | 38,818 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,978 | 36,789 | SH | SOLE | 0 | 0 | 0 | 36,789 | |
PEPSICO INC | COM | 713448108 | 223 | 1,630 | SH | SOLE | 0 | 0 | 0 | 1,630 | |
PROCTER & GAMBLE CO | COM | 742718109 | 390 | 3,122 | SH | SOLE | 0 | 0 | 0 | 3,122 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,340 | 4,163 | SH | SOLE | 0 | 0 | 0 | 4,163 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 705 | 22,493 | SH | SOLE | 0 | 0 | 0 | 22,493 | |
SPDR SERIES TRUST | SPDR S&P 500 ETF | 78468R796 | 2,225 | 28,217 | SH | SOLE | 0 | 0 | 0 | 28,217 | |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 14,096 | 183,513 | SH | SOLE | 0 | 0 | 0 | 183,513 | |
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 53,637 | 1,003,879 | SH | SOLE | 0 | 0 | 0 | 1,003,879 | |
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 2,487 | 54,104 | SH | SOLE | 0 | 0 | 0 | 54,104 | |
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 8,742 | 154,364 | SH | SOLE | 0 | 0 | 0 | 154,364 | |
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 1,652 | 14,786 | SH | SOLE | 0 | 0 | 0 | 14,786 | |
VANGUARD BD INDEX FD INC | INTERMED TERM | 921937819 | 13,398 | 153,606 | SH | SOLE | 0 | 0 | 0 | 153,606 | |
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 7,128 | 84,999 | SH | SOLE | 0 | 0 | 0 | 84,999 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 6,032 | 136,894 | SH | SOLE | 0 | 0 | 0 | 136,894 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 5,519 | 112,000 | SH | SOLE | 0 | 0 | 0 | 112,000 | |
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 54,542 | 963,983 | SH | SOLE | 0 | 0 | 0 | 963,983 | |
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | 243 | 4,104 | SH | SOLE | 0 | 0 | 0 | 4,104 | |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 275 | 3,392 | SH | SOLE | 0 | 0 | 0 | 3,392 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,366 | 30,726 | SH | SOLE | 0 | 0 | 0 | 30,726 | |
VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | 1,568 | 10,710 | SH | SOLE | 0 | 0 | 0 | 10,710 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 14,160 | 47,870 | SH | SOLE | 0 | 0 | 0 | 47,870 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,899 | 52,792 | SH | SOLE | 0 | 0 | 0 | 52,792 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 2,574 | 14,129 | SH | SOLE | 0 | 0 | 0 | 14,129 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 2,395 | 19,982 | SH | SOLE | 0 | 0 | 0 | 19,982 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 762 | 4,600 | SH | SOLE | 0 | 0 | 0 | 4,600 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 11,481 | 70,166 | SH | SOLE | 0 | 0 | 0 | 70,166 |