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 | 26,180 | 84,536 | SH | SOLE | 0 | 0 | 84,536 | ||
AMAZON COM INC | COM | 023135106 | 657 | 238 | SH | SOLE | 0 | 0 | 238 | ||
MICROSOFT CORP | COM | 594918104 | 240 | 1,180 | SH | SOLE | 0 | 0 | 1,180 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 465 | 4,181 | SH | SOLE | 0 | 0 | 4,181 | ||
AT&T INC | COM | 00206R102 | 435 | 14,404 | SH | SOLE | 0 | 0 | 14,404 | ||
PPG INDS INC | COM | 693506107 | 1,502 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 334 | 6,060 | SH | SOLE | 0 | 0 | 6,060 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 4,456 | 90,710 | SH | SOLE | 0 | 0 | 90,710 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 4,227 | 74,444 | SH | SOLE | 0 | 0 | 74,444 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 5,401 | 120,242 | SH | SOLE | 0 | 0 | 120,242 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | 3,097 | 81,979 | SH | SOLE | 0 | 0 | 81,979 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 322 | 3,002 | SH | SOLE | 0 | 0 | 3,002 | ||
APPLE INC | COM | 037833100 | 945 | 2,590 | SH | SOLE | 0 | 0 | 2,590 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 5,366 | 185,158 | SH | SOLE | 0 | 0 | 185,158 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,295 | 32,702 | SH | SOLE | 0 | 0 | 32,702 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 670 | 6,728 | SH | SOLE | 0 | 0 | 6,728 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 5,105 | 31,142 | SH | SOLE | 0 | 0 | 31,142 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 753 | 7,038 | SH | SOLE | 0 | 0 | 7,038 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,759 | 32,655 | SH | SOLE | 0 | 0 | 32,655 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 664 | 3,285 | SH | SOLE | 0 | 0 | 3,285 | ||
WESTELL TECHNOLOGIES INC | CL A NEW | 957541204 | 8 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,385 | 6,939 | SH | SOLE | 0 | 0 | 6,939 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 6,047 | 151,290 | SH | SOLE | 0 | 0 | 151,290 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 5,554 | 66,826 | SH | SOLE | 0 | 0 | 66,826 | ||
SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | 4,604 | 107,994 | SH | SOLE | 0 | 0 | 107,994 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 297 | 2,079 | SH | SOLE | 0 | 0 | 2,079 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,440 | 8,725 | SH | SOLE | 0 | 0 | 8,725 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 572 | 5,979 | SH | SOLE | 0 | 0 | 5,979 | ||
SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | 4,463 | 82,976 | SH | SOLE | 0 | 0 | 82,976 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 271 | 5,684 | SH | SOLE | 0 | 0 | 5,684 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 5,296 | 63,710 | SH | SOLE | 0 | 0 | 63,710 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 4,241 | 45,504 | SH | SOLE | 0 | 0 | 45,504 | ||
SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | 19,888 | 636,420 | SH | SOLE | 0 | 0 | 636,420 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 6,376 | 190,549 | SH | SOLE | 0 | 0 | 190,549 | ||
VANGUARD TAX-MANAGED FDS | FTSE DEV MKT ETF | 921943858 | 6,668 | 171,909 | SH | SOLE | 0 | 0 | 171,909 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 3,586 | 31,073 | SH | SOLE | 0 | 0 | 31,073 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 376 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 249 | 3,549 | SH | SOLE | 0 | 0 | 3,549 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 25,258 | 914,494 | SH | SOLE | 0 | 0 | 914,494 | ||
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 24,575 | 796,340 | SH | SOLE | 0 | 0 | 796,340 | ||
XPEL INC | COM | 98379L100 | 649 | 41,500 | SH | SOLE | 0 | 0 | 41,500 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 469 | 6,272 | SH | SOLE | 0 | 0 | 6,272 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 646 | 5,987 | SH | SOLE | 0 | 0 | 5,987 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 23,102 | 371,421 | SH | SOLE | 0 | 0 | 371,421 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 5,678 | 20,033 | SH | SOLE | 0 | 0 | 20,033 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 18,029 | 312,306 | SH | SOLE | 0 | 0 | 312,306 | ||
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 20,044 | 754,377 | SH | SOLE | 0 | 0 | 754,377 |