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 | 275 | 82 | SH | SOLE | 0 | 0 | 82 | ||
APPLE INC | COM | 037833100 | 1,956 | 10,885 | SH | SOLE | 0 | 0 | 10,885 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 294 | 954 | SH | SOLE | 0 | 0 | 954 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | 320 | 4,706 | SH | SOLE | 0 | 0 | 4,706 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 9,526 | 210,559 | SH | SOLE | 0 | 0 | 210,559 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 546 | 7,462 | SH | SOLE | 0 | 0 | 7,462 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 316 | 7,931 | SH | SOLE | 0 | 0 | 7,931 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 50,813 | 105,931 | SH | SOLE | 0 | 0 | 105,931 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 382 | 6,685 | SH | SOLE | 0 | 0 | 6,685 | ||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 12,787 | 120,469 | SH | SOLE | 0 | 0 | 120,469 | ||
JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | 12,273 | 233,408 | SH | SOLE | 0 | 0 | 233,408 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 536 | 3,191 | SH | SOLE | 0 | 0 | 3,191 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 298 | 3,535 | SH | SOLE | 0 | 0 | 3,535 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 24,427 | 96,472 | SH | SOLE | 0 | 0 | 96,472 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 20,164 | 149,937 | SH | SOLE | 0 | 0 | 149,937 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 973 | 9,006 | SH | SOLE | 0 | 0 | 9,006 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 440 | 8,014 | SH | SOLE | 0 | 0 | 8,014 | ||
VISA INC | COM CL A | 92826C839 | 295 | 1,325 | SH | SOLE | 0 | 0 | 1,325 |