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 | 225 | 69 | SH | SOLE | 0 | 0 | 69 | ||
APPLE INC | COM | 037833100 | 782 | 5,529 | SH | SOLE | 0 | 0 | 5,529 | ||
DEERE & CO | COM | 244199105 | 329 | 983 | SH | SOLE | 0 | 0 | 983 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 247 | 9,282 | SH | SOLE | 0 | 0 | 9,282 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 2,461 | 20,748 | SH | SOLE | 0 | 0 | 20,748 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 208 | 208 | SH | SOLE | 0 | 0 | 208 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 372 | 9,529 | SH | SOLE | 0 | 0 | 9,529 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,698 | 20,265 | SH | SOLE | 0 | 0 | 20,265 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 329 | 9,621 | SH | SOLE | 0 | 0 | 9,621 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 17,788 | 156,691 | SH | SOLE | 0 | 0 | 156,691 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 427 | 6,599 | SH | SOLE | 0 | 0 | 6,599 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 20,386 | 375,743 | SH | SOLE | 0 | 0 | 375,743 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 42,254 | 285,304 | SH | SOLE | 0 | 0 | 285,304 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 35,691 | 529,063 | SH | SOLE | 0 | 0 | 529,063 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 20,250 | 264,269 | SH | SOLE | 0 | 0 | 264,269 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 20,067 | 200,468 | SH | SOLE | 0 | 0 | 200,468 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 5,763 | 33,121 | SH | SOLE | 0 | 0 | 33,121 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,892 | 12,209 | SH | SOLE | 0 | 0 | 12,209 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 41,425 | 244,668 | SH | SOLE | 0 | 0 | 244,668 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,904 | 13,254 | SH | SOLE | 0 | 0 | 13,254 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 263 | 934 | SH | SOLE | 0 | 0 | 934 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,033 | 37,221 | SH | SOLE | 0 | 0 | 37,221 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 572 | 7,152 | SH | SOLE | 0 | 0 | 7,152 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 17,557 | 43,719 | SH | SOLE | 0 | 0 | 43,719 | ||
WALMART INC | COM | 931142103 | 223 | 1,598 | SH | SOLE | 0 | 0 | 1,598 |