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 | 8,288 | 36,061 | SH | SOLE | 0 | 0 | 36,061 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,007 | 21,844 | SH | SOLE | 0 | 0 | 21,844 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,863 | 29,192 | SH | SOLE | 0 | 0 | 29,192 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 268 | 716 | SH | SOLE | 0 | 0 | 716 | ||
AMAZON COM INC | COM | 023135106 | 267 | 82 | SH | SOLE | 0 | 0 | 82 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 283 | 1,221 | SH | SOLE | 0 | 0 | 1,221 | ||
DISNEY WALT CO | COM | 254687106 | 283 | 1,561 | SH | SOLE | 0 | 0 | 1,561 | ||
JOHNSON & JOHNSON | COM | 478160104 | 220 | 1,398 | SH | SOLE | 0 | 0 | 1,398 | ||
MICROSOFT CORP | COM | 594918104 | 854 | 3,838 | SH | SOLE | 0 | 0 | 3,838 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 254 | 4,322 | SH | SOLE | 0 | 0 | 4,322 | ||
HOME DEPOT INC | COM | 437076102 | 506 | 1,906 | SH | SOLE | 0 | 0 | 1,906 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 277 | 1,742 | SH | SOLE | 0 | 0 | 1,742 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,333 | 6,849 | SH | SOLE | 0 | 0 | 6,849 | ||
APPLE INC | COM | 037833100 | 1,088 | 8,200 | SH | SOLE | 0 | 0 | 8,200 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 885 | 6,941 | SH | SOLE | 0 | 0 | 6,941 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 4,840 | 40,955 | SH | SOLE | 0 | 0 | 40,955 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 202 | 1,067 | SH | SOLE | 0 | 0 | 1,067 | ||
CBRE GROUP INC | CL A | 12504L109 | 245 | 3,900 | SH | SOLE | 0 | 0 | 3,900 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 504 | 4,236 | SH | SOLE | 0 | 0 | 4,236 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,951 | 9,437 | SH | SOLE | 0 | 0 | 9,437 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 401 | 2,058 | SH | SOLE | 0 | 0 | 2,058 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 14,182 | 55,979 | SH | SOLE | 0 | 0 | 55,979 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 259 | 2,704 | SH | SOLE | 0 | 0 | 2,704 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 10,183 | 111,276 | SH | SOLE | 0 | 0 | 111,276 | ||
CHIMERA INVT CORP | COM NEW | 16934Q208 | 112 | 10,961 | SH | SOLE | 0 | 0 | 10,961 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 1,013 | 11,131 | SH | SOLE | 0 | 0 | 11,131 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 13,818 | 151,934 | SH | SOLE | 0 | 0 | 151,934 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,821 | 14,183 | SH | SOLE | 0 | 0 | 14,183 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 24,249 | 349,305 | SH | SOLE | 0 | 0 | 349,305 | ||
TESLA INC | COM | 88160R101 | 222 | 315 | SH | SOLE | 0 | 0 | 315 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 611 | 3,927 | SH | SOLE | 0 | 0 | 3,927 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 28,019 | 81,524 | SH | SOLE | 0 | 0 | 81,524 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 5,744 | 24,964 | SH | SOLE | 0 | 0 | 24,964 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 254 | 3,729 | SH | SOLE | 0 | 0 | 3,729 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 430 | 6,705 | SH | SOLE | 0 | 0 | 6,705 | ||
FACEBOOK INC | CL A | 30303M102 | 453 | 1,658 | SH | SOLE | 0 | 0 | 1,658 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 9,139 | 167,443 | SH | SOLE | 0 | 0 | 167,443 |