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 | 25,732 | 132,207 | SH | SOLE | 0 | 132,207 | 0 | 0 | |
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 12,807 | 268,388 | SH | SOLE | 0 | 268,388 | 0 | 0 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 9,567 | 190,926 | SH | SOLE | 0 | 190,926 | 0 | 0 | |
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 16,719 | 193,558 | SH | SOLE | 0 | 193,558 | 0 | 0 | |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 8,921 | 211,619 | SH | SOLE | 0 | 211,619 | 0 | 0 | |
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 13,815 | 202,843 | SH | SOLE | 0 | 202,843 | 0 | 0 | |
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 226 | 7,992 | SH | SOLE | 0 | 7,992 | 0 | 0 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 1,866 | 27,015 | SH | SOLE | 0 | 27,015 | 0 | 0 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,855 | 20,190 | SH | SOLE | 0 | 20,190 | 0 | 0 | |
ISHARES TR | CORE S&P TTL STK | 464287150 | 8,263 | 95,846 | SH | SOLE | 0 | 95,846 | 0 | 0 | |
SPDR SER TR | MSCI USA STRTGIC | 78468R812 | 19,051 | 182,365 | SH | SOLE | 0 | 182,365 | 0 | 0 | |
SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | 13,456 | 438,189 | SH | SOLE | 0 | 438,189 | 0 | 0 | |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 9,103 | 147,792 | SH | SOLE | 0 | 147,792 | 0 | 0 | |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 1,341 | 28,421 | SH | SOLE | 0 | 28,421 | 0 | 0 | |
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 12,614 | 302,227 | SH | SOLE | 0 | 302,227 | 0 | 0 | |
SPDR SER TR | PORTFOLIO SHORT | 78464A474 | 9,000 | 286,644 | SH | SOLE | 0 | 286,644 | 0 | 0 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 443 | 7,151 | SH | SOLE | 0 | 7,151 | 0 | 0 | |
SPDR INDEX SHS FDS | S&P EMKTSC ETF | 78463X756 | 3,948 | 76,469 | SH | SOLE | 0 | 76,469 | 0 | 0 | |
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | 26,730 | 837,936 | SH | SOLE | 0 | 837,936 | 0 | 0 | |
SPDR SER TR | S&P DIVID ETF | 78464A763 | 3,038 | 28,687 | SH | SOLE | 0 | 28,687 | 0 | 0 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 560 | 9,545 | SH | SOLE | 0 | 9,545 | 0 | 0 | |
WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 3,575 | 82,268 | SH | SOLE | 0 | 82,268 | 0 | 0 | |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 414 | 8,023 | SH | SOLE | 0 | 8,023 | 0 | 0 | |
FIAT CHRYSLER AUTOMOBILES N | SHS | N31738102 | 1,809 | 100,000 | SH | SOLE | 0 | 100,000 | 0 | 0 | |
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 747 | 14,317 | SH | SOLE | 0 | 14,317 | 0 | 0 | |
APPLE INC | COM | 037833100 | 1,618 | 12,199 | SH | SOLE | 0 | 12,199 | 0 | 0 | |
MICROSOFT CORP | COM | 594918104 | 2,271 | 10,214 | SH | SOLE | 0 | 10,214 | 0 | 0 | |
SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | 288 | 7,772 | SH | SOLE | 0 | 7,772 | 0 | 0 | |
SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | 614 | 12,344 | SH | SOLE | 0 | 12,344 | 0 | 0 | |
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 249 | 3,893 | SH | SOLE | 0 | 3,893 | 0 | 0 | |
GENPACT LIMITED | SHS | G3922B107 | 298 | 7,212 | SH | SOLE | 0 | 7,212 | 0 | 0 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 604 | 1,618 | SH | SOLE | 0 | 1,618 | 0 | 0 | |
J P MORGAN EXCHANGE-TRADED F | ULTRA SHRT INC | 46641Q837 | 419 | 8,256 | SH | SOLE | 0 | 8,256 | 0 | 0 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 653 | 5,141 | SH | SOLE | 0 | 5,141 | 0 | 0 | |
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,461 | 8,319 | SH | SOLE | 0 | 8,319 | 0 | 0 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,746 | 14,110 | SH | SOLE | 0 | 14,110 | 0 | 0 | |
HOME DEPOT INC | COM | 437076102 | 430 | 1,619 | SH | SOLE | 0 | 1,619 | 0 | 0 | |
PEPSICO INC | COM | 713448108 | 296 | 2,000 | SH | SOLE | 0 | 2,000 | 0 | 0 | |
PFIZER INC | COM | 717081103 | 242 | 6,591 | SH | SOLE | 0 | 6,591 | 0 | 0 | |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 513 | 8,803 | SH | SOLE | 0 | 8,803 | 0 | 0 | |
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 2,328 | 36,492 | SH | SOLE | 0 | 36,492 | 0 | 0 | |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 1,515 | 11,837 | SH | SOLE | 0 | 11,837 | 0 | 0 | |
TRAVELERS COMPANIES INC | COM | 89417E109 | 249 | 1,775 | SH | SOLE | 0 | 1,775 | 0 | 0 | |
BRIGHT HORIZONS FAM SOL IN D | COM | 109194100 | 9,761 | 56,431 | SH | SOLE | 0 | 56,431 | 0 | 0 | |
CHIMERA INVT CORP | COM NEW | 16934Q208 | 151 | 14,770 | SH | SOLE | 0 | 14,770 | 0 | 0 | |
REDFIN CORP | COM | 75737F108 | 686 | 10,000 | SH | SOLE | 0 | 10,000 | 0 | 0 |