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 |
ISHARES TR | INTL TREA BD ETF | 464288117 | 400 | 10,100 | SH | SOLE | 0 | 0 | 0 | 10,100 | |
VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 92206C599 | 2,153 | 10,902 | SH | SOLE | 0 | 0 | 0 | 10,902 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,820 | 12,805 | SH | SOLE | 0 | 0 | 0 | 12,805 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 3,695 | 13,059 | SH | SOLE | 0 | 0 | 0 | 13,059 | |
SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | 1,308 | 14,250 | SH | SOLE | 0 | 0 | 0 | 14,250 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 3,296 | 16,573 | SH | SOLE | 0 | 0 | 0 | 16,573 | |
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 1,046 | 18,659 | SH | SOLE | 0 | 0 | 0 | 18,659 | |
ISHARES INC | MSCI CDA ETF | 464286509 | 668 | 19,105 | SH | SOLE | 0 | 0 | 0 | 19,105 | |
VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 | 1,771 | 25,886 | SH | SOLE | 0 | 0 | 0 | 25,886 | |
CABOT CORP | COM | 127055101 | 2,268 | 33,899 | SH | SOLE | 0 | 0 | 0 | 33,899 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 2,958 | 35,395 | SH | SOLE | 0 | 0 | 0 | 35,395 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,467 | 36,066 | SH | SOLE | 0 | 0 | 0 | 36,066 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 15,324 | 37,625 | SH | SOLE | 0 | 0 | 0 | 37,625 | |
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 6,466 | 41,328 | SH | SOLE | 0 | 0 | 0 | 41,328 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 2,899 | 61,128 | SH | SOLE | 0 | 0 | 0 | 61,128 | |
VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | 5,235 | 69,186 | SH | SOLE | 0 | 0 | 0 | 69,186 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 17,573 | 79,777 | SH | SOLE | 0 | 0 | 0 | 79,777 | |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 3,742 | 81,022 | SH | SOLE | 0 | 0 | 0 | 81,022 | |
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 4,251 | 102,898 | SH | SOLE | 0 | 0 | 0 | 102,898 | |
ISHARES TR | MSCI USA MMENTM | 46432F396 | 15,693 | 108,788 | SH | SOLE | 0 | 0 | 0 | 108,788 | |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | 5,189 | 112,822 | SH | SOLE | 0 | 0 | 0 | 112,822 | |
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 5,313 | 114,534 | SH | SOLE | 0 | 0 | 0 | 114,534 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 4,704 | 144,546 | SH | SOLE | 0 | 0 | 0 | 144,546 | |
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 17,001 | 174,195 | SH | SOLE | 0 | 0 | 0 | 174,195 | |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 11,158 | 213,053 | SH | SOLE | 0 | 0 | 0 | 213,053 | |
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 8,533 | 247,335 | SH | SOLE | 0 | 0 | 0 | 247,335 | |
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 5,475 | 280,334 | SH | SOLE | 0 | 0 | 0 | 280,334 | |
SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 15,481 | 427,997 | SH | SOLE | 0 | 0 | 0 | 427,997 | |
ISHARES TR | MBS ETF | 464288588 | 55,725 | 597,489 | SH | SOLE | 0 | 0 | 0 | 597,489 | |
ISHARES TR | USD INV GRDE ETF | 464288620 | 64,549 | 1,288,667 | SH | SOLE | 0 | 0 | 0 | 1,288,667 | |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 65,148 | 1,332,805 | SH | SOLE | 0 | 0 | 0 | 1,332,805 | |
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 73,537 | 1,402,570 | SH | SOLE | 0 | 0 | 0 | 1,402,570 |