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 | 847 | 6,122 | SH | SOLE | 0 | 0 | 6,122 | ||
DEERE & CO | COM | 244199105 | 355 | 1,060 | SH | SOLE | 0 | 0 | 1,060 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 209 | 9,412 | SH | SOLE | 0 | 0 | 9,412 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 2,401 | 26,408 | SH | SOLE | 0 | 0 | 26,408 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 329 | 10,723 | SH | SOLE | 0 | 0 | 10,723 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,800 | 27,351 | SH | SOLE | 0 | 0 | 27,351 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 352 | 9,819 | SH | SOLE | 0 | 0 | 9,819 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 13,880 | 152,073 | SH | SOLE | 0 | 0 | 152,073 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 482 | 6,679 | SH | SOLE | 0 | 0 | 6,679 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 12,032 | 265,513 | SH | SOLE | 0 | 0 | 265,513 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 19,177 | 343,371 | SH | SOLE | 0 | 0 | 343,371 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 43,212 | 738,601 | SH | SOLE | 0 | 0 | 738,601 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 16,995 | 280,788 | SH | SOLE | 0 | 0 | 280,788 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 17,185 | 455,103 | SH | SOLE | 0 | 0 | 455,103 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 5,626 | 39,406 | SH | SOLE | 0 | 0 | 39,406 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 4,722 | 66,190 | SH | SOLE | 0 | 0 | 66,190 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,867 | 15,222 | SH | SOLE | 0 | 0 | 15,222 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 33,989 | 237,088 | SH | SOLE | 0 | 0 | 237,088 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,963 | 17,303 | SH | SOLE | 0 | 0 | 17,303 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 7,273 | 58,917 | SH | SOLE | 0 | 0 | 58,917 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 461 | 7,357 | SH | SOLE | 0 | 0 | 7,357 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 14,226 | 46,200 | SH | SOLE | 0 | 0 | 46,200 | ||
WALMART INC | COM | 931142103 | 211 | 1,624 | SH | SOLE | 0 | 0 | 1,624 | ||
WEST BANCORPORATION INC | CAP STK | 95123P106 | 486 | 23,374 | SH | SOLE | 0 | 0 | 23,374 |