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 |
ISHARES TR | CORE S&P500 ETF | 464287200 | 10,353 | 35,440 | SH | SOLE | 0 | 0 | 35,440 | ||
AMAZON COM INC | COM | 023135106 | 600 | 322 | SH | SOLE | 0 | 0 | 322 | ||
ALTRIA GROUP INC | COM | 02209S103 | 316 | 5,606 | SH | SOLE | 0 | 0 | 5,606 | ||
AT&T INC | COM | 00206R102 | 391 | 12,123 | SH | SOLE | 0 | 0 | 12,123 | ||
PPG INDS INC | COM | 693506107 | 1,677 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 434 | 7,387 | SH | SOLE | 0 | 0 | 7,387 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,034 | 80,074 | SH | SOLE | 0 | 0 | 80,074 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 5,155 | 84,342 | SH | SOLE | 0 | 0 | 84,342 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 5,380 | 141,592 | SH | SOLE | 0 | 0 | 141,592 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 14,093 | 390,176 | SH | SOLE | 0 | 0 | 390,176 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 281 | 2,939 | SH | SOLE | 0 | 0 | 2,939 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,167 | 7,852 | SH | SOLE | 0 | 0 | 7,852 | ||
APPLE INC | COM | 037833100 | 511 | 2,564 | SH | SOLE | 0 | 0 | 2,564 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 6,126 | 195,958 | SH | SOLE | 0 | 0 | 195,958 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,012 | 23,089 | SH | SOLE | 0 | 0 | 23,089 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,475 | 13,400 | SH | SOLE | 0 | 0 | 13,400 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,262 | 25,753 | SH | SOLE | 0 | 0 | 25,753 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,698 | 12,755 | SH | SOLE | 0 | 0 | 12,755 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,615 | 29,301 | SH | SOLE | 0 | 0 | 29,301 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,069 | 6,629 | SH | SOLE | 0 | 0 | 6,629 | ||
WESTELL TECHNOLOGIES INC | CL A NEW | 957541204 | 22 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,926 | 10,440 | SH | SOLE | 0 | 0 | 10,440 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 7,317 | 145,202 | SH | SOLE | 0 | 0 | 145,202 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 6,935 | 87,516 | SH | SOLE | 0 | 0 | 87,516 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 5,901 | 111,870 | SH | SOLE | 0 | 0 | 111,870 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,821 | 13,669 | SH | SOLE | 0 | 0 | 13,669 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,442 | 9,841 | SH | SOLE | 0 | 0 | 9,841 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 837 | 7,507 | SH | SOLE | 0 | 0 | 7,507 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 6,014 | 111,556 | SH | SOLE | 0 | 0 | 111,556 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 543 | 10,513 | SH | SOLE | 0 | 0 | 10,513 | ||
VANGUARD BD INDEX FD INC | INTERMED TERM | 921937819 | 757 | 9,094 | SH | SOLE | 0 | 0 | 9,094 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 15,651 | 453,657 | SH | SOLE | 0 | 0 | 453,657 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 3,816 | 103,768 | SH | SOLE | 0 | 0 | 103,768 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 5,286 | 125,777 | SH | SOLE | 0 | 0 | 125,777 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 532 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 322 | 3,739 | SH | SOLE | 0 | 0 | 3,739 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 22,283 | 743,017 | SH | SOLE | 0 | 0 | 743,017 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 7,514 | 265,319 | SH | SOLE | 0 | 0 | 265,319 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 2,037 | 27,062 | SH | SOLE | 0 | 0 | 27,062 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,639 | 15,493 | SH | SOLE | 0 | 0 | 15,493 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,081 | 4,058 | SH | SOLE | 0 | 0 | 4,058 | ||
SPDR SER TR | PORTFOLIO SM ETF | 78468R853 | 13,577 | 435,295 | SH | SOLE | 0 | 0 | 435,295 |