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 | 714 | 5,169 | SH | SOLE | 5,169 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 361 | 1,353 | SH | SOLE | 1,353 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 2,954 | 99,750 | SH | SOLE | 99,750 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 1,682 | 65,300 | SH | SOLE | 65,300 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 2,170 | 55,693 | SH | SOLE | 55,693 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 690 | 14,823 | SH | SOLE | 14,823 | 0 | 0 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 256 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 422 | 2,008 | SH | SOLE | 2,008 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 259 | 1,180 | SH | SOLE | 1,180 | 0 | 0 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 333 | 2,448 | SH | SOLE | 2,448 | 0 | 0 | ||
ISHARES TR | MICRO-CAP ETF | 464288869 | 813 | 7,865 | SH | SOLE | 4,775 | 0 | 3,090 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 710 | 1,979 | SH | SOLE | 1,979 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 264 | 1,615 | SH | SOLE | 1,615 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 756 | 3,276 | SH | SOLE | 3,276 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 423 | 1,817 | SH | SOLE | 1,817 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 425 | 3,365 | SH | SOLE | 3,365 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,140 | 40,521 | SH | SOLE | 40,521 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 479 | 25,646 | SH | SOLE | 25,402 | 0 | 244 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 769 | 34,343 | SH | SOLE | 34,096 | 0 | 247 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 457 | 12,098 | SH | SOLE | 11,952 | 0 | 146 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 694 | 12,434 | SH | SOLE | 12,434 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 1,528 | 26,121 | SH | SOLE | 26,025 | 0 | 96 | ||
SPDR SER TR | NUVEEN BLMBRG SH | 78468R739 | 687 | 14,900 | SH | SOLE | 14,900 | 0 | 0 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 719 | 10,705 | SH | SOLE | 10,502 | 0 | 203 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 224 | 3,282 | SH | SOLE | 3,143 | 0 | 139 | ||
STOCK YDS BANCORP INC | COM | 861025104 | 1,060 | 15,589 | SH | SOLE | 15,589 | 0 | 0 | ||
SUMMIT FINL GROUP INC | COM | 86606G101 | 278 | 10,327 | SH | SOLE | 10,327 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 47,978 | 641,252 | SH | SOLE | 632,942 | 0 | 8,310 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 777 | 16,273 | SH | SOLE | 5,098 | 0 | 11,175 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 34,198 | 159,842 | SH | SOLE | 158,685 | 0 | 1,157 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,068 | 7,445 | SH | SOLE | 7,445 | 0 | 0 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 19,062 | 97,690 | SH | SOLE | 97,037 | 0 | 653 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 639 | 17,578 | SH | SOLE | 17,578 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 283 | 7,464 | SH | SOLE | 7,464 | 0 | 0 |