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 |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 18,620 | 144,449 | SH | SOLE | 0 | 0 | 144,449 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 12,085 | 139,438 | SH | SOLE | 0 | 0 | 139,438 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 5,437 | 191,060 | SH | SOLE | 0 | 0 | 191,060 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 6,259 | 186,558 | SH | SOLE | 0 | 0 | 186,558 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 7,923 | 239,875 | SH | SOLE | 0 | 0 | 239,875 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 8,249 | 171,688 | SH | SOLE | 0 | 0 | 171,688 | ||
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 296 | 13,444 | SH | SOLE | 0 | 0 | 13,444 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,377 | 27,618 | SH | SOLE | 0 | 0 | 27,618 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,125 | 20,066 | SH | SOLE | 0 | 0 | 20,066 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 5,546 | 96,947 | SH | SOLE | 0 | 0 | 96,947 | ||
SPDR SER TR | MSCI USA STRTGIC | 78468R812 | 6,902 | 90,372 | SH | SOLE | 0 | 0 | 90,372 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 1,153 | 34,606 | SH | SOLE | 0 | 0 | 34,606 | ||
WISDOMTREE TR | FLOATNG RAT TREA | 97717X628 | 379 | 15,118 | SH | SOLE | 0 | 0 | 15,118 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 292 | 7,220 | SH | SOLE | 0 | 0 | 7,220 | ||
SPDR INDEX SHS FDS | S&P EMKTSC ETF | 78463X756 | 2,405 | 72,640 | SH | SOLE | 0 | 0 | 72,640 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | 17,491 | 758,513 | SH | SOLE | 0 | 0 | 758,513 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 2,441 | 30,569 | SH | SOLE | 0 | 0 | 30,569 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 515 | 9,588 | SH | SOLE | 0 | 0 | 9,588 | ||
SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | 1,274 | 37,463 | SH | SOLE | 0 | 0 | 37,463 | ||
SPDR SER TR | PORTFOLIO SHORT | 78464A474 | 1,329 | 43,953 | SH | SOLE | 0 | 0 | 43,953 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 288 | 8,459 | SH | SOLE | 0 | 0 | 8,459 | ||
J P MORGAN EXCHANGE-TRADED F | ULTRA SHRT INC | 46641Q837 | 712 | 14,340 | SH | SOLE | 0 | 0 | 14,340 | ||
WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 958 | 36,261 | SH | SOLE | 0 | 0 | 36,261 | ||
APPLE INC | COM | 037833100 | 945 | 3,720 | SH | SOLE | 0 | 0 | 3,720 | ||
MICROSOFT CORP | COM | 594918104 | 1,438 | 9,119 | SH | SOLE | 0 | 0 | 9,119 | ||
CRANE CO | COM | 224399105 | 229 | 4,665 | SH | SOLE | 0 | 0 | 4,665 | ||
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 603 | 12,344 | SH | SOLE | 0 | 0 | 12,344 | ||
GENPACT LIMITED | SHS | G3922B107 | 204 | 6,999 | SH | SOLE | 0 | 0 | 6,999 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 559 | 2,171 | SH | SOLE | 0 | 0 | 2,171 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 212 | 14,829 | SH | SOLE | 0 | 0 | 14,829 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 467 | 5,188 | SH | SOLE | 0 | 0 | 5,188 | ||
SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | 2,737 | 89,111 | SH | SOLE | 0 | 0 | 89,111 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 985 | 8,319 | SH | SOLE | 0 | 0 | 8,319 | ||
PEPSICO INC | COM | 713448108 | 240 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
HOME DEPOT INC | COM | 437076102 | 289 | 1,549 | SH | SOLE | 0 | 0 | 1,549 | ||
PFIZER INC | COM | 717081103 | 228 | 7,011 | SH | SOLE | 0 | 0 | 7,011 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,505 | 9,123 | SH | SOLE | 0 | 0 | 9,123 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,139 | 11,837 | SH | SOLE | 0 | 0 | 11,837 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,607 | 13,922 | SH | SOLE | 0 | 0 | 13,922 | ||
CHIMERA INVT CORP | COM NEW | 16934Q208 | 134 | 14,770 | SH | SOLE | 0 | 0 | 14,770 | ||
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 2,920 | 28,631 | SH | SOLE | 0 | 0 | 28,631 | ||
REDFIN CORP | COM | 75737F108 | 154 | 10,000 | SH | SOLE | 0 | 0 | 10,000 |