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 | 238 | 1,065 | SH | SOLE | 0 | 0 | 1,065 | ||
ISHARES TR | ESG MSCI USA SML | 46435U663 | 233 | 8,741 | SH | SOLE | 0 | 0 | 8,741 | ||
MCDONALDS CORP | COM | 580135101 | 452 | 2,106 | SH | SOLE | 0 | 0 | 2,106 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 11,898 | 108,544 | SH | SOLE | 0 | 0 | 108,544 | ||
PRINCIPAL FINL GROUP INC | COM | 74251V102 | 327 | 5,715 | SH | SOLE | 0 | 0 | 5,715 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 19,665 | 234,078 | SH | SOLE | 0 | 0 | 234,078 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 15,613 | 275,282 | SH | SOLE | 0 | 0 | 275,282 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 11,739 | 207,464 | SH | SOLE | 0 | 0 | 207,464 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 11,300 | 162,058 | SH | SOLE | 0 | 0 | 162,058 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 2,121 | 69,065 | SH | SOLE | 0 | 0 | 69,065 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 2,148 | 78,022 | SH | SOLE | 0 | 0 | 78,022 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 2,797 | 74,063 | SH | SOLE | 0 | 0 | 74,063 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 9,133 | 286,592 | SH | SOLE | 0 | 0 | 286,592 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 11,634 | 216,086 | SH | SOLE | 0 | 0 | 216,086 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 8,666 | 272,847 | SH | SOLE | 0 | 0 | 272,847 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,607 | 91,480 | SH | SOLE | 0 | 0 | 91,480 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 2,816 | 83,080 | SH | SOLE | 0 | 0 | 83,080 | ||
SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 | 3,865 | 147,532 | SH | SOLE | 0 | 0 | 147,532 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | 3,724 | 98,041 | SH | SOLE | 0 | 0 | 98,041 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 205 | 753 | SH | SOLE | 0 | 0 | 753 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 238 | 1,313 | SH | SOLE | 0 | 0 | 1,313 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 22,452 | 174,181 | SH | SOLE | 0 | 0 | 174,181 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 332 | 6,382 | SH | SOLE | 0 | 0 | 6,382 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 232 | 3,844 | SH | SOLE | 0 | 0 | 3,844 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 3,949 | 75,494 | SH | SOLE | 0 | 0 | 75,494 |