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 | 236 | 69 | SH | SOLE | 0 | 0 | 69 | ||
APPLE INC | COM | 037833100 | 744 | 5,435 | SH | SOLE | 0 | 0 | 5,435 | ||
DEERE & CO | COM | 244199105 | 346 | 981 | SH | SOLE | 0 | 0 | 981 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 250 | 9,256 | SH | SOLE | 0 | 0 | 9,256 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 2,492 | 21,168 | SH | SOLE | 0 | 0 | 21,168 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 371 | 9,211 | SH | SOLE | 0 | 0 | 9,211 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,680 | 19,959 | SH | SOLE | 0 | 0 | 19,959 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 337 | 9,571 | SH | SOLE | 0 | 0 | 9,571 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 17,969 | 156,938 | SH | SOLE | 0 | 0 | 156,938 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 415 | 6,590 | SH | SOLE | 0 | 0 | 6,590 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 20,460 | 374,692 | SH | SOLE | 0 | 0 | 374,692 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 41,065 | 281,257 | SH | SOLE | 0 | 0 | 281,257 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 34,961 | 511,605 | SH | SOLE | 0 | 0 | 511,605 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 19,952 | 254,883 | SH | SOLE | 0 | 0 | 254,883 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 20,070 | 192,616 | SH | SOLE | 0 | 0 | 192,616 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 5,990 | 32,844 | SH | SOLE | 0 | 0 | 32,844 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,912 | 12,262 | SH | SOLE | 0 | 0 | 12,262 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 40,986 | 236,027 | SH | SOLE | 0 | 0 | 236,027 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 3,049 | 13,524 | SH | SOLE | 0 | 0 | 13,524 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,133 | 37,335 | SH | SOLE | 0 | 0 | 37,335 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 558 | 6,974 | SH | SOLE | 0 | 0 | 6,974 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 17,048 | 42,745 | SH | SOLE | 0 | 0 | 42,745 |