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 |
ISHARES TR | SP SMCP600VL ETF | 464287879 | 282 | 2,140 | SH | SOLE | 0 | 0 | 2,140 | ||
MCDONALDS CORP | COM | 580135101 | 371 | 2,089 | SH | SOLE | 0 | 0 | 2,089 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 10,391 | 104,993 | SH | SOLE | 0 | 0 | 104,993 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 11,667 | 195,518 | SH | SOLE | 0 | 0 | 195,518 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 4,853 | 70,401 | SH | SOLE | 0 | 0 | 70,401 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 13,166 | 266,835 | SH | SOLE | 0 | 0 | 266,835 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 9,663 | 201,538 | SH | SOLE | 0 | 0 | 201,538 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 9,307 | 153,263 | SH | SOLE | 0 | 0 | 153,263 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 2,013 | 70,976 | SH | SOLE | 0 | 0 | 70,976 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 2,005 | 79,328 | SH | SOLE | 0 | 0 | 79,328 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 2,534 | 77,242 | SH | SOLE | 0 | 0 | 77,242 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 7,745 | 273,097 | SH | SOLE | 0 | 0 | 273,097 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 10,615 | 209,742 | SH | SOLE | 0 | 0 | 209,742 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 7,383 | 253,542 | SH | SOLE | 0 | 0 | 253,542 | ||
SPDR SER TR | ICE BOFAML ETF | 78468R606 | 3,436 | 139,165 | SH | SOLE | 0 | 0 | 139,165 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 3,362 | 98,534 | SH | SOLE | 0 | 0 | 98,534 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,086 | 94,494 | SH | SOLE | 0 | 0 | 94,494 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 2,543 | 86,533 | SH | SOLE | 0 | 0 | 86,533 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 18,572 | 162,845 | SH | SOLE | 0 | 0 | 162,845 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 317 | 2,365 | SH | SOLE | 0 | 0 | 2,365 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 209 | 3,723 | SH | SOLE | 0 | 0 | 3,723 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 3,424 | 71,103 | SH | SOLE | 0 | 0 | 71,103 |