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 | 38,422 | 102,353 | SH | SOLE | 0 | 0 | 102,353 | ||
AMAZON COM INC | COM | 023135106 | 782 | 240 | SH | SOLE | 0 | 0 | 240 | ||
MICROSOFT CORP | COM | 594918104 | 205 | 923 | SH | SOLE | 0 | 0 | 923 | ||
AT&T INC | COM | 00206R102 | 283 | 9,852 | SH | SOLE | 0 | 0 | 9,852 | ||
PPG INDS INC | COM | 693506107 | 2,043 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 301 | 5,128 | SH | SOLE | 0 | 0 | 5,128 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 5,149 | 77,793 | SH | SOLE | 0 | 0 | 77,793 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 4,719 | 61,793 | SH | SOLE | 0 | 0 | 61,793 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 5,632 | 101,870 | SH | SOLE | 0 | 0 | 101,870 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | 2,344 | 50,855 | SH | SOLE | 0 | 0 | 50,855 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 234 | 1,681 | SH | SOLE | 0 | 0 | 1,681 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 354 | 3,027 | SH | SOLE | 0 | 0 | 3,027 | ||
APPLE INC | COM | 037833100 | 1,594 | 12,013 | SH | SOLE | 0 | 0 | 12,013 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 6,483 | 188,502 | SH | SOLE | 0 | 0 | 188,502 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,768 | 35,286 | SH | SOLE | 0 | 0 | 35,286 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 748 | 6,290 | SH | SOLE | 0 | 0 | 6,290 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 6,544 | 31,651 | SH | SOLE | 0 | 0 | 31,651 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 972 | 6,838 | SH | SOLE | 0 | 0 | 6,838 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 6,282 | 32,268 | SH | SOLE | 0 | 0 | 32,268 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 742 | 2,929 | SH | SOLE | 0 | 0 | 2,929 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,816 | 6,786 | SH | SOLE | 0 | 0 | 6,786 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 6,763 | 143,288 | SH | SOLE | 0 | 0 | 143,288 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 6,045 | 59,906 | SH | SOLE | 0 | 0 | 59,906 | ||
SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | 5,419 | 97,636 | SH | SOLE | 0 | 0 | 97,636 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 338 | 1,920 | SH | SOLE | 0 | 0 | 1,920 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,741 | 8,208 | SH | SOLE | 0 | 0 | 8,208 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 702 | 5,900 | SH | SOLE | 0 | 0 | 5,900 | ||
SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | 5,024 | 72,460 | SH | SOLE | 0 | 0 | 72,460 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 329 | 5,636 | SH | SOLE | 0 | 0 | 5,636 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 12,288 | 148,232 | SH | SOLE | 0 | 0 | 148,232 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 5,669 | 61,059 | SH | SOLE | 0 | 0 | 61,059 | ||
SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | 30,250 | 748,753 | SH | SOLE | 0 | 0 | 748,753 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 10,239 | 242,870 | SH | SOLE | 0 | 0 | 242,870 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 8,229 | 174,303 | SH | SOLE | 0 | 0 | 174,303 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 4,931 | 42,073 | SH | SOLE | 0 | 0 | 42,073 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 510 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 291 | 3,514 | SH | SOLE | 0 | 0 | 3,514 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 36,568 | 1,083,509 | SH | SOLE | 0 | 0 | 1,083,509 | ||
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 34,703 | 1,127,089 | SH | SOLE | 0 | 0 | 1,127,089 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 623 | 6,735 | SH | SOLE | 0 | 0 | 6,735 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,086 | 10,047 | SH | SOLE | 0 | 0 | 10,047 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 971 | 15,763 | SH | SOLE | 0 | 0 | 15,763 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 8,021 | 23,338 | SH | SOLE | 0 | 0 | 23,338 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 21,530 | 367,728 | SH | SOLE | 0 | 0 | 367,728 | ||
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 30,972 | 865,140 | SH | SOLE | 0 | 0 | 865,140 |