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 |
MCDONALDS CORP | COM | 580135101 | 352 | 2,045 | SH | SOLE | 0 | 0 | 2,045 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 13,708 | 129,714 | SH | SOLE | 0 | 0 | 129,714 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 16,320 | 255,914 | SH | SOLE | 0 | 0 | 255,914 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 16,353 | 299,041 | SH | SOLE | 0 | 0 | 299,041 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 12,223 | 229,425 | SH | SOLE | 0 | 0 | 229,425 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 12,101 | 173,520 | SH | SOLE | 0 | 0 | 173,520 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 10,030 | 294,263 | SH | SOLE | 0 | 0 | 294,263 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 13,507 | 259,714 | SH | SOLE | 0 | 0 | 259,714 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 10,198 | 278,202 | SH | SOLE | 0 | 0 | 278,202 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 24,312 | 183,043 | SH | SOLE | 0 | 0 | 183,043 |