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 |
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 61 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
GOLUB CAP BDC INC | COM | 38173M102 | 182 | 12,480 | SH | SOLE | 0 | 0 | 12,480 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 242 | 3,200 | SH | SOLE | 0 | 0 | 3,200 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 246 | 1,613 | SH | SOLE | 0 | 0 | 1,613 | ||
NVIDIA CORPORATION | COM | 67066G104 | 265 | 496 | SH | SOLE | 0 | 0 | 496 | ||
AT&T INC | COM | 00206R102 | 268 | 8,842 | SH | SOLE | 0 | 0 | 8,842 | ||
FACEBOOK INC | CL A | 30303M102 | 279 | 946 | SH | SOLE | 0 | 0 | 946 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 283 | 1,164 | SH | SOLE | 0 | 0 | 1,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 287 | 4,938 | SH | SOLE | 0 | 0 | 4,938 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 300 | 4,162 | SH | SOLE | 0 | 0 | 4,162 | ||
JOHNSON & JOHNSON | COM | 478160104 | 301 | 1,834 | SH | SOLE | 0 | 0 | 1,834 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 333 | 2,264 | SH | SOLE | 0 | 0 | 2,264 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | 354 | 6,186 | SH | SOLE | 0 | 0 | 6,186 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 460 | 3,964 | SH | SOLE | 0 | 0 | 3,964 | ||
EXXON MOBIL CORP | COM | 30231G102 | 545 | 9,754 | SH | SOLE | 0 | 0 | 9,754 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 637 | 11,645 | SH | SOLE | 0 | 0 | 11,645 | ||
3M CO | COM | 88579Y101 | 713 | 3,700 | SH | SOLE | 0 | 0 | 3,700 | ||
HOME DEPOT INC | COM | 437076102 | 739 | 2,421 | SH | SOLE | 0 | 0 | 2,421 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 782 | 7,250 | SH | SOLE | 0 | 0 | 7,250 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 817 | 396 | SH | SOLE | 0 | 0 | 396 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,018 | 3,985 | SH | SOLE | 0 | 0 | 3,985 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 1,231 | 23,997 | SH | SOLE | 0 | 0 | 23,997 | ||
MICROSOFT CORP | COM | 594918104 | 1,474 | 6,253 | SH | SOLE | 0 | 0 | 6,253 | ||
AMAZON COM INC | COM | 023135106 | 2,107 | 681 | SH | SOLE | 0 | 0 | 681 | ||
APPLE INC | COM | 037833100 | 2,954 | 24,185 | SH | SOLE | 0 | 0 | 24,185 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 6,020 | 15,132 | SH | SOLE | 0 | 0 | 15,132 | ||
TJX COS INC NEW | COM | 872540109 | 159,009 | 2,403,762 | SH | SOLE | 0 | 0 | 2,403,762 |