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 |
BLUE HILLS BANCORP INC | COM | 095573101 | 714 | 29,613 | SH | SOLE | NONE | 0 | 0 | 29,613 | |
BOEING CO | COM | 097023105 | 854 | 2,295 | SH | SOLE | NONE | 0 | 0 | 2,295 | |
EXXON MOBIL CORP | COM | 30231G102 | 651 | 7,655 | SH | SOLE | NONE | 0 | 0 | 7,655 | |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,547 | 13,021 | SH | SOLE | NONE | 0 | 0 | 13,021 | |
INVESCO EXCHNG TRADED FD TR | FTSE RAFI DEV | 46138E743 | 671 | 15,496 | SH | SOLE | NONE | 0 | 0 | 15,496 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,631 | 31,493 | SH | SOLE | NONE | 0 | 0 | 31,493 | |
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 304 | 2,289 | SH | SOLE | NONE | 0 | 0 | 2,289 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 347 | 2,743 | SH | SOLE | NONE | 0 | 0 | 2,743 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 348 | 2,230 | SH | SOLE | NONE | 0 | 0 | 2,230 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 504 | 7,865 | SH | SOLE | NONE | 0 | 0 | 7,865 | |
ISHARES TR | RUS 1000 ETF | 464287622 | 268 | 1,656 | SH | SOLE | NONE | 0 | 0 | 1,656 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 55,378 | 189,179 | SH | SOLE | NONE | 0 | 0 | 189,179 | |
ISHARES TR | CORE MSCI EURO | 46434V738 | 9,617 | 200,525 | SH | SOLE | NONE | 0 | 0 | 200,525 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 369 | 4,436 | SH | SOLE | NONE | 0 | 0 | 4,436 | |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 31,364 | 900,484 | SH | SOLE | NONE | 0 | 0 | 900,484 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 28,164 | 915,298 | SH | SOLE | NONE | 0 | 0 | 915,298 | |
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 7,492 | 81,811 | SH | SOLE | NONE | 0 | 0 | 81,811 | |
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 3,169 | 66,450 | SH | SOLE | NONE | 0 | 0 | 66,450 | |
SPDR SER TR | PORTFOLIO SM ETF | 78468R853 | 11,641 | 350,197 | SH | SOLE | NONE | 0 | 0 | 350,197 | |
SPDR SERIES TRUST | PORTFOLIO LR ETF | 78464A854 | 2,220 | 65,156 | SH | SOLE | NONE | 0 | 0 | 65,156 | |
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 7,246 | 261,477 | SH | SOLE | NONE | 0 | 0 | 261,477 | |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 40,202 | 850,839 | SH | SOLE | NONE | 0 | 0 | 850,839 | |
UNION BANKSHARES INC | COM | 905400107 | 228 | 4,291 | SH | SOLE | NONE | 0 | 0 | 4,291 | |
VANECK VECTORS ETF TR | AMT FREE INT ETF | 92189F544 | 321 | 13,789 | SH | SOLE | NONE | 0 | 0 | 13,789 | |
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 380 | 4,825 | SH | SOLE | NONE | 0 | 0 | 4,825 | |
VANGUARD GROUP | DIV APP ETF | 921908844 | 5,686 | 51,360 | SH | SOLE | NONE | 0 | 0 | 51,360 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 374 | 2,322 | SH | SOLE | NONE | 0 | 0 | 2,322 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 293 | 2,645 | SH | SOLE | NONE | 0 | 0 | 2,645 | |
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 594 | 3,169 | SH | SOLE | NONE | 0 | 0 | 3,169 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 445 | 5,516 | SH | SOLE | NONE | 0 | 0 | 5,516 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,428 | 8,782 | SH | SOLE | NONE | 0 | 0 | 8,782 | |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 874 | 6,134 | SH | SOLE | NONE | 0 | 0 | 6,134 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 692 | 4,962 | SH | SOLE | NONE | 0 | 0 | 4,962 | |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 1,260 | 22,414 | SH | SOLE | NONE | 0 | 0 | 22,414 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 6,249 | 152,405 | SH | SOLE | NONE | 0 | 0 | 152,405 | |
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 3,501 | 69,314 | SH | SOLE | NONE | 0 | 0 | 69,314 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 4,941 | 114,190 | SH | SOLE | NONE | 0 | 0 | 114,190 | |
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 261 | 2,999 | SH | SOLE | NONE | 0 | 0 | 2,999 | |
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 4,978 | 113,988 | SH | SOLE | NONE | 0 | 0 | 113,988 | |
WISDOMTREE TR | INTL EQUITY FD | 97717W703 | 216 | 4,058 | SH | SOLE | NONE | 0 | 0 | 4,058 |