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 |
APPLE INC | COM | 037833100 | 366 | 2,999 | SH | SOLE | 0 | 0 | 2,999 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 13,880 | 127,889 | SH | SOLE | 0 | 0 | 127,889 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 93,151 | 963,196 | SH | SOLE | 0 | 0 | 963,196 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 638 | 10,516 | SH | SOLE | 0 | 0 | 10,516 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 33,880 | 900,577 | SH | SOLE | 0 | 0 | 900,577 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 1,062 | 7,219 | SH | SOLE | 0 | 0 | 7,219 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 545 | 3,594 | SH | SOLE | 0 | 0 | 3,594 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 350 | 1,636 | SH | SOLE | 0 | 0 | 1,636 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 892 | 4,315 | SH | SOLE | 0 | 0 | 4,315 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 84,939 | 746,195 | SH | SOLE | 0 | 0 | 746,195 | ||
TESLA INC | COM | 88160R101 | 351 | 525 | SH | SOLE | 0 | 0 | 525 | ||
SMARTFINANCIAL INC | COM NEW | 83190L208 | 243 | 11,208 | SH | SOLE | 0 | 0 | 11,208 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 257 | 4,699 | SH | SOLE | 0 | 0 | 4,699 |