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 |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 17,507 | 661,872 | SH | SOLE | 0 | 0 | 661,872 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 12,484 | 424,321 | SH | SOLE | 0 | 0 | 424,321 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 12,186 | 394,257 | SH | SOLE | 0 | 0 | 394,257 | ||
SPDR SER TR | PORTFOLIO SM ETF | 78468R853 | 10,566 | 400,827 | SH | SOLE | 0 | 0 | 400,827 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 8,138 | 32,344 | SH | SOLE | 0 | 0 | 32,344 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 6,778 | 243,373 | SH | SOLE | 0 | 0 | 243,373 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 5,888 | 130,210 | SH | SOLE | 0 | 0 | 130,210 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 5,466 | 79,140 | SH | SOLE | 0 | 0 | 79,140 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 5,298 | 142,812 | SH | SOLE | 0 | 0 | 142,812 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 5,093 | 187,528 | SH | SOLE | 0 | 0 | 187,528 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 4,809 | 108,400 | SH | SOLE | 0 | 0 | 108,400 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 4,753 | 103,672 | SH | SOLE | 0 | 0 | 103,672 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 4,452 | 136,970 | SH | SOLE | 0 | 0 | 136,970 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 4,328 | 80,243 | SH | SOLE | 0 | 0 | 80,243 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,129 | 31,283 | SH | SOLE | 0 | 0 | 31,283 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 3,964 | 73,648 | SH | SOLE | 0 | 0 | 73,648 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,816 | 27,615 | SH | SOLE | 0 | 0 | 27,615 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 3,273 | 101,141 | SH | SOLE | 0 | 0 | 101,141 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 1,824 | 27,868 | SH | SOLE | 0 | 0 | 27,868 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,749 | 15,333 | SH | SOLE | 0 | 0 | 15,333 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,690 | 11,223 | SH | SOLE | 0 | 0 | 11,223 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,609 | 16,429 | SH | SOLE | 0 | 0 | 16,429 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,603 | 15,210 | SH | SOLE | 0 | 0 | 15,210 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,570 | 13,668 | SH | SOLE | 0 | 0 | 13,668 | ||
PPG INDS INC | COM | 693506107 | 1,448 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,326 | 10,392 | SH | SOLE | 0 | 0 | 10,392 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,219 | 10,184 | SH | SOLE | 0 | 0 | 10,184 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 988 | 4,299 | SH | SOLE | 0 | 0 | 4,299 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 966 | 7,194 | SH | SOLE | 0 | 0 | 7,194 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 919 | 24,119 | SH | SOLE | 0 | 0 | 24,119 | ||
VANGUARD BD INDEX FD INC | INTERMED TERM | 921937819 | 743 | 9,134 | SH | SOLE | 0 | 0 | 9,134 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 695 | 7,293 | SH | SOLE | 0 | 0 | 7,293 | ||
AMAZON COM INC | COM | 023135106 | 601 | 400 | SH | SOLE | 0 | 0 | 400 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 479 | 10,513 | SH | SOLE | 0 | 0 | 10,513 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 467 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 417 | 7,424 | SH | SOLE | 0 | 0 | 7,424 | ||
APPLE INC | COM | 037833100 | 374 | 2,371 | SH | SOLE | 0 | 0 | 2,371 | ||
AT&T INC | COM | 00206R102 | 310 | 10,852 | SH | SOLE | 0 | 0 | 10,852 | ||
ALTRIA GROUP INC | COM | 02209S103 | 277 | 5,606 | SH | SOLE | 0 | 0 | 5,606 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 247 | 3,694 | SH | SOLE | 0 | 0 | 3,694 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 233 | 2,926 | SH | SOLE | 0 | 0 | 2,926 | ||
WESTELL TECHNOLOGIES INC | CL A NEW | 957541204 | 19 | 10,000 | SH | SOLE | 0 | 0 | 10,000 |