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 | 567 | 4,888 | SH | SOLE | 0 | 0 | 4,888 | ||
DEERE & CO | COM | 244199105 | 216 | 974 | SH | SOLE | 0 | 0 | 974 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 1,977 | 21,481 | SH | SOLE | 0 | 0 | 21,481 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 293 | 11,054 | SH | SOLE | 0 | 0 | 11,054 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,424 | 17,990 | SH | SOLE | 0 | 0 | 17,990 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 261 | 9,439 | SH | SOLE | 0 | 0 | 9,439 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 14,283 | 124,608 | SH | SOLE | 0 | 0 | 124,608 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 247 | 6,105 | SH | SOLE | 0 | 0 | 6,105 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 32,987 | 286,334 | SH | SOLE | 0 | 0 | 286,334 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 14,060 | 253,326 | SH | SOLE | 0 | 0 | 253,326 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 14,011 | 205,126 | SH | SOLE | 0 | 0 | 205,126 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 16,582 | 295,796 | SH | SOLE | 0 | 0 | 295,796 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 23,867 | 457,577 | SH | SOLE | 0 | 0 | 457,577 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 3,964 | 37,326 | SH | SOLE | 0 | 0 | 37,326 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 26,293 | 237,648 | SH | SOLE | 0 | 0 | 237,648 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,164 | 14,048 | SH | SOLE | 0 | 0 | 14,048 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 223 | 1,041 | SH | SOLE | 0 | 0 | 1,041 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 286 | 1,256 | SH | SOLE | 0 | 0 | 1,256 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 3,561 | 34,083 | SH | SOLE | 0 | 0 | 34,083 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,176 | 12,345 | SH | SOLE | 0 | 0 | 12,345 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 454 | 7,352 | SH | SOLE | 0 | 0 | 7,352 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 14,026 | 44,911 | SH | SOLE | 0 | 0 | 44,911 |