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 |
3M CO | COM | 88579Y101 | 243 | 1,152 | SH | SOLE | 1,152 | 0 | 0 | ||
AETNA INC NEW | COM | 00817Y108 | 315 | 1,551 | SH | SOLE | 1,551 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 267 | 1,184 | SH | SOLE | 1,184 | 0 | 0 | ||
BIOGEN INC | COM | 09062X103 | 208 | 589 | SH | SOLE | 589 | 0 | 0 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 207 | 1,772 | SH | SOLE | 1,772 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 209 | 1,009 | SH | SOLE | 1,009 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | 11,877 | 56,784 | SH | SOLE | 56,784 | 0 | 0 | ||
ISHARES INC | MSCI EM ESG OPZ | 46434G863 | 303 | 9,080 | SH | SOLE | 9,080 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 348 | 1,190 | SH | SOLE | 1,190 | 0 | 0 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | 4,819 | 160,971 | SH | SOLE | 160,971 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ESG OP | 46435G516 | 320 | 4,835 | SH | SOLE | 4,835 | 0 | 0 | ||
ISHARES TR | MSCI KLD400 SOC | 464288570 | 382 | 3,581 | SH | SOLE | 3,581 | 0 | 0 | ||
ISHARES TR | MSCI LW CRB TG | 46434V464 | 1,403 | 11,692 | SH | SOLE | 11,692 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 208 | 1,506 | SH | SOLE | 1,506 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 19,046 | 379,025 | SH | SOLE | 379,025 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 3,402 | 35,750 | SH | SOLE | 35,750 | 0 | 0 | ||
SELECT SECTOR SPDR TR | SBI INT-FINL | 81369Y605 | 2,994 | 108,561 | SH | SOLE | 108,561 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 28,003 | 96,323 | SH | SOLE | 96,323 | 0 | 0 | ||
SPDR SER TR | SSGA GNDER ETF | 78468R747 | 364 | 4,743 | SH | SOLE | 4,743 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 407 | 7,813 | SH | SOLE | 7,813 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 5,223 | 127,379 | SH | SOLE | 127,379 | 0 | 0 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 7,452 | 172,210 | SH | SOLE | 172,210 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 232 | 1,549 | SH | SOLE | 1,549 | 0 | 0 |