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 |
APPLE INC | COM | 037833100 | 902 | 5,165 | SH | SOLE | 5,165 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 477 | 1,353 | SH | SOLE | 1,353 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 228 | 4,096 | SH | SOLE | 4,096 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 563 | 2,028 | SH | SOLE | 2,028 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 318 | 1,184 | SH | SOLE | 1,184 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 898 | 1,979 | SH | SOLE | 1,979 | 0 | 0 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 302 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
ISHARES TR | MICRO-CAP ETF | 464288869 | 763 | 5,918 | SH | SOLE | 3,149 | 0 | 2,769 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 406 | 2,448 | SH | SOLE | 2,448 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 284 | 1,605 | SH | SOLE | 1,605 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 801 | 3,241 | SH | SOLE | 3,241 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 560 | 1,817 | SH | SOLE | 1,817 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 512 | 3,349 | SH | SOLE | 3,349 | 0 | 0 | ||
REALTY INCOME CORP | COM | 756109104 | 229 | 3,299 | SH | SOLE | 3,299 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 617 | 13,034 | SH | SOLE | 12,888 | 0 | 146 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 891 | 32,093 | SH | SOLE | 31,846 | 0 | 247 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 678 | 27,258 | SH | SOLE | 27,014 | 0 | 244 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 1,893 | 26,516 | SH | SOLE | 26,420 | 0 | 96 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,552 | 42,278 | SH | SOLE | 42,278 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 931 | 12,438 | SH | SOLE | 12,438 | 0 | 0 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 959 | 11,512 | SH | SOLE | 11,309 | 0 | 203 | ||
SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | 705 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 280 | 3,341 | SH | SOLE | 3,202 | 0 | 139 | ||
STOCK YDS BANCORP INC | COM | 861025104 | 817 | 15,435 | SH | SOLE | 15,435 | 0 | 0 | ||
SUMMIT FINL GROUP INC | COM | 86606G101 | 261 | 10,204 | SH | SOLE | 10,204 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 52,213 | 670,251 | SH | SOLE | 661,412 | 0 | 8,839 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 609 | 11,622 | SH | SOLE | 805 | 0 | 10,817 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,351 | 7,679 | SH | SOLE | 7,679 | 0 | 0 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 21,776 | 87,761 | SH | SOLE | 87,254 | 0 | 507 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 210 | 506 | SH | SOLE | 506 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 259 | 2,388 | SH | SOLE | 2,388 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 43,280 | 150,486 | SH | SOLE | 149,645 | 0 | 841 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 382 | 4,895 | SH | SOLE | 4,895 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 696 | 14,485 | SH | SOLE | 14,485 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 388 | 7,622 | SH | SOLE | 7,622 | 0 | 0 |