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 | 244 | 73 | SH | SOLE | 0 | 0 | 73 | ||
APPLE INC | COM | 037833100 | 1,001 | 5,636 | SH | SOLE | 0 | 0 | 5,636 | ||
DEERE & CO | COM | 244199105 | 338 | 986 | SH | SOLE | 0 | 0 | 986 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 270 | 9,320 | SH | SOLE | 0 | 0 | 9,320 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 2,716 | 20,079 | SH | SOLE | 0 | 0 | 20,079 | ||
HOME DEPOT INC | COM | 437076102 | 213 | 512 | SH | SOLE | 0 | 0 | 512 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 235 | 654 | SH | SOLE | 0 | 0 | 654 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 440 | 10,924 | SH | SOLE | 0 | 0 | 10,924 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,843 | 21,464 | SH | SOLE | 0 | 0 | 21,464 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 357 | 9,672 | SH | SOLE | 0 | 0 | 9,672 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 18,459 | 163,612 | SH | SOLE | 0 | 0 | 163,612 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 497 | 6,875 | SH | SOLE | 0 | 0 | 6,875 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 21,226 | 393,954 | SH | SOLE | 0 | 0 | 393,954 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 46,570 | 284,346 | SH | SOLE | 0 | 0 | 284,346 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 39,358 | 537,662 | SH | SOLE | 0 | 0 | 537,662 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 21,680 | 269,654 | SH | SOLE | 0 | 0 | 269,654 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 21,092 | 205,964 | SH | SOLE | 0 | 0 | 205,964 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 5,956 | 32,993 | SH | SOLE | 0 | 0 | 32,993 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,079 | 12,081 | SH | SOLE | 0 | 0 | 12,081 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 44,482 | 248,745 | SH | SOLE | 0 | 0 | 248,745 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 3,004 | 13,303 | SH | SOLE | 0 | 0 | 13,303 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 253 | 896 | SH | SOLE | 0 | 0 | 896 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,456 | 37,082 | SH | SOLE | 0 | 0 | 37,082 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 676 | 7,691 | SH | SOLE | 0 | 0 | 7,691 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 20,052 | 43,766 | SH | SOLE | 0 | 0 | 43,766 | ||
WALMART INC | COM | 931142103 | 231 | 1,598 | SH | SOLE | 0 | 0 | 1,598 |