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 | 417 | 10,100 | SH | SOLE | 0 | 0 | 0 | 10,100 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,879 | 12,569 | SH | SOLE | 0 | 0 | 0 | 12,569 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 4,064 | 13,072 | SH | SOLE | 0 | 0 | 0 | 13,072 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 3,075 | 14,415 | SH | SOLE | 0 | 0 | 0 | 14,415 | |
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 869 | 16,608 | SH | SOLE | 0 | 0 | 0 | 16,608 | |
CABOT CORP | COM | 127055101 | 2,634 | 31,540 | SH | SOLE | 0 | 0 | 0 | 31,540 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 3,074 | 34,794 | SH | SOLE | 0 | 0 | 0 | 34,794 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 16,469 | 37,703 | SH | SOLE | 0 | 0 | 0 | 37,703 | |
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 6,748 | 39,861 | SH | SOLE | 0 | 0 | 0 | 39,861 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,944 | 47,297 | SH | SOLE | 0 | 0 | 0 | 47,297 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 2,609 | 54,943 | SH | SOLE | 0 | 0 | 0 | 54,943 | |
VANGUARD SCOTTSDALE FDS | TOTAL WLD BD ETF | 92206C565 | 3,910 | 56,495 | SH | SOLE | 0 | 0 | 0 | 56,495 | |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 3,666 | 76,544 | SH | SOLE | 0 | 0 | 0 | 76,544 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 18,703 | 78,841 | SH | SOLE | 0 | 0 | 0 | 78,841 | |
VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 92206C573 | 7,528 | 97,150 | SH | SOLE | 0 | 0 | 0 | 97,150 | |
ISHARES TR | MSCI USA MMENTM | 46432F396 | 17,109 | 109,048 | SH | SOLE | 0 | 0 | 0 | 109,048 | |
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 5,472 | 132,568 | SH | SOLE | 0 | 0 | 0 | 132,568 | |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | 7,419 | 160,025 | SH | SOLE | 0 | 0 | 0 | 160,025 | |
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 17,751 | 180,049 | SH | SOLE | 0 | 0 | 0 | 180,049 | |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 10,806 | 191,588 | SH | SOLE | 0 | 0 | 0 | 191,588 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 6,760 | 198,768 | SH | SOLE | 0 | 0 | 0 | 198,768 | |
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 6,614 | 319,366 | SH | SOLE | 0 | 0 | 0 | 319,366 | |
SPDR SER TR | SPDR S&P 500 ETF | 78468R796 | 16,456 | 424,007 | SH | SOLE | 0 | 0 | 0 | 424,007 | |
ISHARES TR | MBS ETF | 464288588 | 57,181 | 607,790 | SH | SOLE | 0 | 0 | 0 | 607,790 | |
ISHARES TR | USD INV GRDE ETF | 464288620 | 66,222 | 1,291,889 | SH | SOLE | 0 | 0 | 0 | 1,291,889 | |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 64,792 | 1,312,501 | SH | SOLE | 0 | 0 | 0 | 1,312,501 | |
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 72,143 | 1,382,056 | SH | SOLE | 0 | 0 | 0 | 1,382,056 |