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 | 11,557 | 38,405 | SH | SOLE | 0 | 0 | 38,405 | ||
AMAZON COM INC | COM | 023135106 | 584 | 292 | SH | SOLE | 0 | 0 | 292 | ||
ALTRIA GROUP INC | COM | 02209S103 | 301 | 6,106 | SH | SOLE | 0 | 0 | 6,106 | ||
AT&T INC | COM | 00206R102 | 428 | 12,790 | SH | SOLE | 0 | 0 | 12,790 | ||
PPG INDS INC | COM | 693506107 | 1,643 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 432 | 7,587 | SH | SOLE | 0 | 0 | 7,587 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,053 | 84,336 | SH | SOLE | 0 | 0 | 84,336 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 5,302 | 87,342 | SH | SOLE | 0 | 0 | 87,342 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 5,894 | 148,472 | SH | SOLE | 0 | 0 | 148,472 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 15,350 | 412,960 | SH | SOLE | 0 | 0 | 412,960 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 355 | 3,111 | SH | SOLE | 0 | 0 | 3,111 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 301 | 2,952 | SH | SOLE | 0 | 0 | 2,952 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 656 | 4,293 | SH | SOLE | 0 | 0 | 4,293 | ||
APPLE INC | COM | 037833100 | 519 | 2,571 | SH | SOLE | 0 | 0 | 2,571 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 6,585 | 207,391 | SH | SOLE | 0 | 0 | 207,391 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 860 | 20,122 | SH | SOLE | 0 | 0 | 20,122 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,310 | 11,639 | SH | SOLE | 0 | 0 | 11,639 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,198 | 24,736 | SH | SOLE | 0 | 0 | 24,736 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,578 | 12,145 | SH | SOLE | 0 | 0 | 12,145 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,453 | 28,324 | SH | SOLE | 0 | 0 | 28,324 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 885 | 5,264 | SH | SOLE | 0 | 0 | 5,264 | ||
WESTELL TECHNOLOGIES INC | CL A NEW | 957541204 | 18 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,841 | 9,759 | SH | SOLE | 0 | 0 | 9,759 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 7,390 | 153,619 | SH | SOLE | 0 | 0 | 153,619 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 7,270 | 90,310 | SH | SOLE | 0 | 0 | 90,310 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 5,868 | 115,504 | SH | SOLE | 0 | 0 | 115,504 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,812 | 13,175 | SH | SOLE | 0 | 0 | 13,175 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,420 | 9,313 | SH | SOLE | 0 | 0 | 9,313 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 812 | 7,217 | SH | SOLE | 0 | 0 | 7,217 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 6,213 | 113,978 | SH | SOLE | 0 | 0 | 113,978 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 537 | 10,514 | SH | SOLE | 0 | 0 | 10,514 | ||
VANGUARD BD INDEX FD INC | INTERMED TERM | 921937819 | 717 | 8,357 | SH | SOLE | 0 | 0 | 8,357 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 16,591 | 489,111 | SH | SOLE | 0 | 0 | 489,111 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 4,088 | 113,940 | SH | SOLE | 0 | 0 | 113,940 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 4,922 | 118,038 | SH | SOLE | 0 | 0 | 118,038 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 512 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 344 | 4,239 | SH | SOLE | 0 | 0 | 4,239 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 23,501 | 795,304 | SH | SOLE | 0 | 0 | 795,304 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 8,365 | 288,639 | SH | SOLE | 0 | 0 | 288,639 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 1,953 | 25,680 | SH | SOLE | 0 | 0 | 25,680 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,662 | 15,593 | SH | SOLE | 0 | 0 | 15,593 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,112 | 4,047 | SH | SOLE | 0 | 0 | 4,047 | ||
SPDR SERIES TRUST | PORTFOLIO SM ETF | 78468R853 | 14,559 | 475,772 | SH | SOLE | 0 | 0 | 475,772 |