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 |
AMAZON COM INC | COM | 023135106 | 222 | 68 | SH | SOLE | 0 | 0 | 68 | ||
APPLE INC | COM | 037833100 | 667 | 5,038 | SH | SOLE | 0 | 0 | 5,038 | ||
DEERE & CO | COM | 244199105 | 263 | 976 | SH | SOLE | 0 | 0 | 976 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 2,273 | 21,742 | SH | SOLE | 0 | 0 | 21,742 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 374 | 10,966 | SH | SOLE | 0 | 0 | 10,966 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,313 | 16,743 | SH | SOLE | 0 | 0 | 16,743 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 304 | 9,486 | SH | SOLE | 0 | 0 | 9,486 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 15,498 | 132,405 | SH | SOLE | 0 | 0 | 132,405 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 304 | 6,124 | SH | SOLE | 0 | 0 | 6,124 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 17,419 | 311,049 | SH | SOLE | 0 | 0 | 311,049 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 37,512 | 292,078 | SH | SOLE | 0 | 0 | 292,078 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 28,720 | 482,360 | SH | SOLE | 0 | 0 | 482,360 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 17,697 | 259,871 | SH | SOLE | 0 | 0 | 259,871 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 18,496 | 207,907 | SH | SOLE | 0 | 0 | 207,907 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 5,326 | 37,940 | SH | SOLE | 0 | 0 | 37,940 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 299 | 1,180 | SH | SOLE | 0 | 0 | 1,180 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,612 | 12,622 | SH | SOLE | 0 | 0 | 12,622 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 34,931 | 245,659 | SH | SOLE | 0 | 0 | 245,659 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,850 | 14,629 | SH | SOLE | 0 | 0 | 14,629 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 278 | 1,045 | SH | SOLE | 0 | 0 | 1,045 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 4,243 | 35,672 | SH | SOLE | 0 | 0 | 35,672 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 516 | 7,344 | SH | SOLE | 0 | 0 | 7,344 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 16,151 | 45,577 | SH | SOLE | 0 | 0 | 45,577 |