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 |
AT&T INC | COM | 00206R102 | 518 | 16,528 | SH | SOLE | 0 | 0 | 0 | 16,528 | |
AIR PRODS & CHEMS INC | COM | 009158106 | 405 | 2,120 | SH | SOLE | 0 | 0 | 0 | 2,120 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 208 | 177 | SH | SOLE | 0 | 0 | 0 | 177 | |
AMAZON COM INC | COM | 023135106 | 399 | 224 | SH | SOLE | 0 | 0 | 0 | 224 | |
APPLE INC | COM | 037833100 | 1,467 | 7,723 | SH | SOLE | 0 | 0 | 0 | 7,723 | |
BANK AMER CORP | COM | 060505104 | 1,005 | 36,411 | SH | SOLE | 0 | 0 | 0 | 36,411 | |
BOEING CO | COM | 097023105 | 2,024 | 5,307 | SH | SOLE | 0 | 0 | 0 | 5,307 | |
CIGNA CORP NEW | COM | 125523100 | 363 | 2,256 | SH | SOLE | 0 | 0 | 0 | 2,256 | |
CSX CORP | COM | 126408103 | 511 | 6,834 | SH | SOLE | 0 | 0 | 0 | 6,834 | |
CHEVRON CORP NEW | COM | 166764100 | 318 | 2,583 | SH | SOLE | 0 | 0 | 0 | 2,583 | |
CISCO SYS INC | COM | 17275R102 | 414 | 7,674 | SH | SOLE | 0 | 0 | 0 | 7,674 | |
COLGATE PALMOLIVE CO | COM | 194162103 | 385 | 5,616 | SH | SOLE | 0 | 0 | 0 | 5,616 | |
EXXON MOBIL CORP | COM | 30231G102 | 889 | 11,000 | SH | SOLE | 0 | 0 | 0 | 11,000 | |
FACEBOOK INC | CL A | 30303M102 | 315 | 1,891 | SH | SOLE | 0 | 0 | 0 | 1,891 | |
GENERAL DYNAMICS CORP | COM | 369550108 | 282 | 1,666 | SH | SOLE | 0 | 0 | 0 | 1,666 | |
GENERAL ELECTRIC CO | COM | 369604103 | 294 | 29,384 | SH | SOLE | 0 | 0 | 0 | 29,384 | |
HARTFORD FINL SVCS GROUP INC | COM | 416515104 | 295 | 5,935 | SH | SOLE | 0 | 0 | 0 | 5,935 | |
HOME DEPOT INC | COM | 437076102 | 965 | 5,027 | SH | SOLE | 0 | 0 | 0 | 5,027 | |
HUBBELL INC | COM | 443510607 | 432 | 3,660 | SH | SOLE | 0 | 0 | 0 | 3,660 | |
INTEL CORP | COM | 458140100 | 516 | 9,608 | SH | SOLE | 0 | 0 | 0 | 9,608 | |
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 1,005 | 7,123 | SH | SOLE | 0 | 0 | 0 | 7,123 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,064 | 3,741 | SH | SOLE | 0 | 0 | 0 | 3,741 | |
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 336 | 1,951 | SH | SOLE | 0 | 0 | 0 | 1,951 | |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,016 | 9,015 | SH | SOLE | 0 | 0 | 0 | 9,015 | |
ISHARES TR | MSCI EAFE ETF | 464287465 | 599 | 9,243 | SH | SOLE | 0 | 0 | 0 | 9,243 | |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 34,492 | 182,112 | SH | SOLE | 0 | 0 | 0 | 182,112 | |
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 373 | 3,115 | SH | SOLE | 0 | 0 | 0 | 3,115 | |
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 470 | 2,388 | SH | SOLE | 0 | 0 | 0 | 2,388 | |
ISHARES TR | US INDUSTRIALS | 464287754 | 362 | 2,382 | SH | SOLE | 0 | 0 | 0 | 2,382 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 28,725 | 372,324 | SH | SOLE | 0 | 0 | 0 | 372,324 | |
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 404 | 7,940 | SH | SOLE | 0 | 0 | 0 | 7,940 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 45,763 | 753,056 | SH | SOLE | 0 | 0 | 0 | 753,056 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,309 | 25,311 | SH | SOLE | 0 | 0 | 0 | 25,311 | |
ISHARES INC | ESG MSCI EM ETF | 46434G863 | 2,672 | 78,429 | SH | SOLE | 0 | 0 | 0 | 78,429 | |
ISHARES TR | CORE DIV GRWTH | 46434V621 | 13,646 | 371,329 | SH | SOLE | 0 | 0 | 0 | 371,329 | |
ISHARES TR | ULTR SH TRM BD | 46434V878 | 3,548 | 70,537 | SH | SOLE | 0 | 0 | 0 | 70,537 | |
ISHARES TR | ESG MSCI EAFE | 46435G516 | 1,917 | 30,338 | SH | SOLE | 0 | 0 | 0 | 30,338 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 721 | 7,124 | SH | SOLE | 0 | 0 | 0 | 7,124 | |
JOHNSON & JOHNSON | COM | 478160104 | 640 | 4,577 | SH | SOLE | 0 | 0 | 0 | 4,577 | |
MCCORMICK & CO INC | COM NON VTG | 579780206 | 362 | 2,400 | SH | SOLE | 0 | 0 | 0 | 2,400 | |
MICROSOFT CORP | COM | 594918104 | 1,073 | 9,102 | SH | SOLE | 0 | 0 | 0 | 9,102 | |
NIKE INC | CL B | 654106103 | 285 | 3,381 | SH | SOLE | 0 | 0 | 0 | 3,381 | |
NUVEEN PFD & INCM SECURTIES | COM | 67072C105 | 137 | 15,269 | SH | SOLE | 0 | 0 | 0 | 15,269 | |
PEPSICO INC | COM | 713448108 | 307 | 2,504 | SH | SOLE | 0 | 0 | 0 | 2,504 | |
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 508 | 4,815 | SH | SOLE | 0 | 0 | 0 | 4,815 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 1,001 | 9,616 | SH | SOLE | 0 | 0 | 0 | 9,616 | |
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 2,312 | 23,253 | SH | SOLE | 0 | 0 | 0 | 23,253 | |
SCOTTS MIRACLE GRO CO | CL A | 810186106 | 1,454 | 18,502 | SH | SOLE | 0 | 0 | 0 | 18,502 | |
TJX COS INC NEW | COM | 872540109 | 684 | 12,846 | SH | SOLE | 0 | 0 | 0 | 12,846 | |
TELEFLEX INC | COM | 879369106 | 910 | 3,012 | SH | SOLE | 0 | 0 | 0 | 3,012 | |
3M CO | COM | 88579Y101 | 435 | 2,096 | SH | SOLE | 0 | 0 | 0 | 2,096 | |
TRAVELERS COMPANIES INC | COM | 89417E109 | 326 | 2,380 | SH | SOLE | 0 | 0 | 0 | 2,380 | |
UNION PAC CORP | COM | 907818108 | 1,486 | 8,885 | SH | SOLE | 0 | 0 | 0 | 8,885 | |
UNITED TECHNOLOGIES CORP | COM | 913017109 | 2,065 | 16,022 | SH | SOLE | 0 | 0 | 0 | 16,022 | |
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 43,558 | 281,675 | SH | SOLE | 0 | 0 | 0 | 281,675 | |
VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | 61,883 | 569,251 | SH | SOLE | 0 | 0 | 0 | 569,251 | |
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 515 | 6,467 | SH | SOLE | 0 | 0 | 0 | 6,467 | |
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 207 | 2,546 | SH | SOLE | 0 | 0 | 0 | 2,546 | |
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 521 | 12,750 | SH | SOLE | 0 | 0 | 0 | 12,750 | |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 2,673 | 53,297 | SH | SOLE | 0 | 0 | 0 | 53,297 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 3,081 | 11,871 | SH | SOLE | 0 | 0 | 0 | 11,871 | |
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,322 | 20,663 | SH | SOLE | 0 | 0 | 0 | 20,663 | |
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,054 | 8,117 | SH | SOLE | 0 | 0 | 0 | 8,117 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,400 | 8,950 | SH | SOLE | 0 | 0 | 0 | 8,950 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 243 | 2,257 | SH | SOLE | 0 | 0 | 0 | 2,257 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,311 | 28,214 | SH | SOLE | 0 | 0 | 0 | 28,214 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 4,040 | 27,920 | SH | SOLE | 0 | 0 | 0 | 27,920 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 217 | 3,664 | SH | SOLE | 0 | 0 | 0 | 3,664 | |
VISA INC | COM CL A | 92826C839 | 459 | 2,940 | SH | SOLE | 0 | 0 | 0 | 2,940 |