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&P MCP ETF | 464287507 | 8,734 | 33,555 | SH | SOLE | 0 | 0 | 33,555 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,986 | 27,511 | SH | SOLE | 0 | 0 | 27,511 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,509 | 23,174 | SH | SOLE | 0 | 0 | 23,174 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 275 | 693 | SH | SOLE | 0 | 0 | 693 | ||
AMAZON COM INC | COM | 023135106 | 254 | 82 | SH | SOLE | 0 | 0 | 82 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 312 | 1,221 | SH | SOLE | 0 | 0 | 1,221 | ||
DISNEY WALT CO | COM | 254687106 | 280 | 1,519 | SH | SOLE | 0 | 0 | 1,519 | ||
JOHNSON & JOHNSON | COM | 478160104 | 230 | 1,398 | SH | SOLE | 0 | 0 | 1,398 | ||
MICROSOFT CORP | COM | 594918104 | 907 | 3,848 | SH | SOLE | 0 | 0 | 3,848 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 203 | 550 | SH | SOLE | 0 | 0 | 550 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 251 | 4,322 | SH | SOLE | 0 | 0 | 4,322 | ||
EXXON MOBIL CORP | COM | 30231G102 | 212 | 3,802 | SH | SOLE | 0 | 0 | 3,802 | ||
HOME DEPOT INC | COM | 437076102 | 569 | 1,863 | SH | SOLE | 0 | 0 | 1,863 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 300 | 1,742 | SH | SOLE | 0 | 0 | 1,742 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,367 | 6,614 | SH | SOLE | 0 | 0 | 6,614 | ||
APPLE INC | COM | 037833100 | 1,002 | 8,203 | SH | SOLE | 0 | 0 | 8,203 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 914 | 6,451 | SH | SOLE | 0 | 0 | 6,451 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 4,681 | 41,123 | SH | SOLE | 0 | 0 | 41,123 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 216 | 1,067 | SH | SOLE | 0 | 0 | 1,067 | ||
CBRE GROUP INC | CL A | 12504L109 | 309 | 3,900 | SH | SOLE | 0 | 0 | 3,900 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 538 | 4,094 | SH | SOLE | 0 | 0 | 4,094 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,934 | 8,736 | SH | SOLE | 0 | 0 | 8,736 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 368 | 1,721 | SH | SOLE | 0 | 0 | 1,721 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 13,857 | 53,910 | SH | SOLE | 0 | 0 | 53,910 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 241 | 2,704 | SH | SOLE | 0 | 0 | 2,704 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 11,404 | 112,811 | SH | SOLE | 0 | 0 | 112,811 | ||
CHIMERA INVT CORP | COM NEW | 16934Q208 | 139 | 10,961 | SH | SOLE | 0 | 0 | 10,961 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 1,026 | 10,613 | SH | SOLE | 0 | 0 | 10,613 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 13,249 | 137,965 | SH | SOLE | 0 | 0 | 137,965 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,701 | 13,103 | SH | SOLE | 0 | 0 | 13,103 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 28,617 | 425,663 | SH | SOLE | 0 | 0 | 425,663 | ||
TESLA INC | COM | 88160R101 | 214 | 320 | SH | SOLE | 0 | 0 | 320 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 544 | 3,086 | SH | SOLE | 0 | 0 | 3,086 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 29,529 | 81,057 | SH | SOLE | 0 | 0 | 81,057 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 5,406 | 23,009 | SH | SOLE | 0 | 0 | 23,009 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 278 | 3,729 | SH | SOLE | 0 | 0 | 3,729 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 484 | 6,642 | SH | SOLE | 0 | 0 | 6,642 | ||
FACEBOOK INC | CL A | 30303M102 | 488 | 1,658 | SH | SOLE | 0 | 0 | 1,658 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 12,464 | 236,275 | SH | SOLE | 0 | 0 | 236,275 |