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 | 706 | 5,167 | SH | SOLE | 5,167 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 369 | 1,353 | SH | SOLE | 1,353 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 2,021 | 69,972 | SH | SOLE | 69,972 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 3,154 | 99,822 | SH | SOLE | 99,822 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 2,500 | 62,152 | SH | SOLE | 62,152 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 802 | 16,712 | SH | SOLE | 16,712 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 444 | 2,028 | SH | SOLE | 2,028 | 0 | 0 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 275 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 750 | 1,979 | SH | SOLE | 1,979 | 0 | 0 | ||
ISHARES TR | MICRO-CAP ETF | 464288869 | 900 | 8,653 | SH | SOLE | 3,926 | 0 | 4,727 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 268 | 1,184 | SH | SOLE | 1,184 | 0 | 0 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 355 | 2,448 | SH | SOLE | 2,448 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 286 | 1,610 | SH | SOLE | 1,610 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 805 | 3,259 | SH | SOLE | 3,259 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 467 | 1,817 | SH | SOLE | 1,817 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 483 | 3,357 | SH | SOLE | 3,357 | 0 | 0 | ||
REALTY INCOME CORP | COM | 756109104 | 228 | 3,335 | SH | SOLE | 3,335 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 477 | 12,234 | SH | SOLE | 12,088 | 0 | 146 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 724 | 12,485 | SH | SOLE | 12,485 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 1,640 | 26,280 | SH | SOLE | 26,184 | 0 | 96 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 552 | 26,171 | SH | SOLE | 25,927 | 0 | 244 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 829 | 32,663 | SH | SOLE | 32,416 | 0 | 247 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,307 | 41,564 | SH | SOLE | 41,564 | 0 | 0 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 231 | 3,282 | SH | SOLE | 3,143 | 0 | 139 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 778 | 10,750 | SH | SOLE | 10,547 | 0 | 203 | ||
SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | 704 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | ||
STOCK YDS BANCORP INC | COM | 861025104 | 928 | 15,516 | SH | SOLE | 15,516 | 0 | 0 | ||
SUMMIT FINL GROUP INC | COM | 86606G101 | 285 | 10,267 | SH | SOLE | 10,267 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 50,122 | 652,722 | SH | SOLE | 643,691 | 0 | 9,031 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 1,166 | 23,542 | SH | SOLE | 5,012 | 0 | 18,530 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 19,078 | 96,828 | SH | SOLE | 96,119 | 0 | 709 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,144 | 7,637 | SH | SOLE | 7,637 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 210 | 2,304 | SH | SOLE | 2,304 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 35,591 | 159,681 | SH | SOLE | 158,735 | 0 | 946 | ||
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 658 | 16,118 | SH | SOLE | 16,118 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 388 | 7,638 | SH | SOLE | 7,638 | 0 | 0 |