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 | NATIONAL MUN ETF | 464288414 | 332 | 3,049 | SH | SOLE | NONE | 0 | 0 | 3,049 | |
INVESCO EXCHNG TRADED FD TR | FTSE RAFI DEV | 46138E743 | 588 | 15,660 | SH | SOLE | NONE | 0 | 0 | 15,660 | |
UNION BANKSHARES INC | COM | 905400107 | 205 | 4,291 | SH | SOLE | NONE | 0 | 0 | 4,291 | |
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 4,553 | 113,400 | SH | SOLE | NONE | 0 | 0 | 113,400 | |
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 1,002 | 20,613 | SH | SOLE | NONE | 0 | 0 | 20,613 | |
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 2,439 | 47,773 | SH | SOLE | NONE | 0 | 0 | 47,773 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 314 | 2,339 | SH | SOLE | NONE | 0 | 0 | 2,339 | |
BLUE HILLS BANCORP INC | COM | 095573101 | 632 | 29,613 | SH | SOLE | NONE | 0 | 0 | 29,613 | |
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 234 | 2,177 | SH | SOLE | NONE | 0 | 0 | 2,177 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 389 | 4,236 | SH | SOLE | NONE | 0 | 0 | 4,236 | |
BOEING CO | COM | 097023105 | 685 | 2,125 | SH | SOLE | NONE | 0 | 0 | 2,125 | |
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 40,566 | 856,361 | SH | SOLE | NONE | 0 | 0 | 856,361 | |
EXXON MOBIL CORP | COM | 30231G102 | 512 | 7,505 | SH | SOLE | NONE | 0 | 0 | 7,505 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,273 | 26,998 | SH | SOLE | NONE | 0 | 0 | 26,998 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 263 | 2,680 | SH | SOLE | NONE | 0 | 0 | 2,680 | |
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 467 | 3,100 | SH | SOLE | NONE | 0 | 0 | 3,100 | |
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 394 | 5,288 | SH | SOLE | NONE | 0 | 0 | 5,288 | |
SPDR SERIES TRUST | PORTFOLIO LR ETF | 78464A854 | 2,434 | 83,314 | SH | SOLE | NONE | 0 | 0 | 83,314 | |
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 299 | 2,693 | SH | SOLE | NONE | 0 | 0 | 2,693 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,165 | 8,825 | SH | SOLE | NONE | 0 | 0 | 8,825 | |
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 8,541 | 93,382 | SH | SOLE | NONE | 0 | 0 | 93,382 | |
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,288 | 12,680 | SH | SOLE | NONE | 0 | 0 | 12,680 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 283 | 2,158 | SH | SOLE | NONE | 0 | 0 | 2,158 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 526 | 9,572 | SH | SOLE | NONE | 0 | 0 | 9,572 | |
VANGUARD GROUP | DIV APP ETF | 921908844 | 4,851 | 49,528 | SH | SOLE | NONE | 0 | 0 | 49,528 | |
ISHARES TR | RUS 1000 ETF | 464287622 | 230 | 1,656 | SH | SOLE | NONE | 0 | 0 | 1,656 | |
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 7,320 | 262,833 | SH | SOLE | NONE | 0 | 0 | 262,833 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 4,039 | 108,857 | SH | SOLE | NONE | 0 | 0 | 108,857 | |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 30,678 | 948,031 | SH | SOLE | NONE | 0 | 0 | 948,031 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 25,065 | 947,642 | SH | SOLE | NONE | 0 | 0 | 947,642 | |
SPDR SER TR | PORTFOLIO SM ETF | 78468R853 | 9,351 | 354,731 | SH | SOLE | NONE | 0 | 0 | 354,731 | |
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 583 | 12,127 | SH | SOLE | NONE | 0 | 0 | 12,127 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 5,588 | 146,675 | SH | SOLE | NONE | 0 | 0 | 146,675 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 47,680 | 189,498 | SH | SOLE | NONE | 0 | 0 | 189,498 | |
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 353 | 4,451 | SH | SOLE | NONE | 0 | 0 | 4,451 | |
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 235 | 3,007 | SH | SOLE | NONE | 0 | 0 | 3,007 | |
ISHARES TR | CORE MSCI EURO | 46434V738 | 8,624 | 208,670 | SH | SOLE | NONE | 0 | 0 | 208,670 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 562 | 4,928 | SH | SOLE | NONE | 0 | 0 | 4,928 | |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 730 | 6,098 | SH | SOLE | NONE | 0 | 0 | 6,098 |