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 |
|
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 | 9,043 | 33,419 | SH | SOLE | 0 | 0 | 33,419 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 3,008 | 26,831 | SH | SOLE | 0 | 0 | 26,831 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,680 | 22,451 | SH | SOLE | 0 | 0 | 22,451 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 303 | 693 | SH | SOLE | 0 | 0 | 693 | ||
AMAZON COM INC | COM | 023135106 | 416 | 112 | SH | SOLE | 0 | 0 | 112 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 342 | 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 | 237 | 1,398 | SH | SOLE | 0 | 0 | 1,398 | ||
MICROSOFT CORP | COM | 594918104 | 1,067 | 3,848 | SH | SOLE | 0 | 0 | 3,848 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 208 | 550 | SH | SOLE | 0 | 0 | 550 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 234 | 4,169 | SH | SOLE | 0 | 0 | 4,169 | ||
EXXON MOBIL CORP | COM | 30231G102 | 234 | 3,827 | SH | SOLE | 0 | 0 | 3,827 | ||
HOME DEPOT INC | COM | 437076102 | 599 | 1,863 | SH | SOLE | 0 | 0 | 1,863 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 354 | 1,742 | SH | SOLE | 0 | 0 | 1,742 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,498 | 6,614 | SH | SOLE | 0 | 0 | 6,614 | ||
APPLE INC | COM | 037833100 | 1,113 | 7,703 | SH | SOLE | 0 | 0 | 7,703 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 981 | 6,432 | SH | SOLE | 0 | 0 | 6,432 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 4,767 | 41,230 | SH | SOLE | 0 | 0 | 41,230 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 239 | 1,067 | SH | SOLE | 0 | 0 | 1,067 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 378 | 149 | SH | SOLE | 0 | 0 | 149 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 537 | 3,857 | SH | SOLE | 0 | 0 | 3,857 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,060 | 8,603 | SH | SOLE | 0 | 0 | 8,603 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 380 | 1,688 | SH | SOLE | 0 | 0 | 1,688 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 16,217 | 55,215 | SH | SOLE | 0 | 0 | 55,215 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 204 | 2,354 | SH | SOLE | 0 | 0 | 2,354 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 12,099 | 114,533 | SH | SOLE | 0 | 0 | 114,533 | ||
CHIMERA INVT CORP | COM NEW | 16934Q208 | 165 | 10,961 | SH | SOLE | 0 | 0 | 10,961 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 1,040 | 9,809 | SH | SOLE | 0 | 0 | 9,809 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 14,133 | 133,271 | SH | SOLE | 0 | 0 | 133,271 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,871 | 12,465 | SH | SOLE | 0 | 0 | 12,465 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 30,496 | 448,081 | SH | SOLE | 0 | 0 | 448,081 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 552 | 3,014 | SH | SOLE | 0 | 0 | 3,014 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 31,693 | 78,873 | SH | SOLE | 0 | 0 | 78,873 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 5,787 | 21,424 | SH | SOLE | 0 | 0 | 21,424 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 293 | 3,729 | SH | SOLE | 0 | 0 | 3,729 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 501 | 6,578 | SH | SOLE | 0 | 0 | 6,578 | ||
FACEBOOK INC | CL A | 30303M102 | 586 | 1,658 | SH | SOLE | 0 | 0 | 1,658 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 13,545 | 252,604 | SH | SOLE | 0 | 0 | 252,604 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 212 | 700 | SH | SOLE | 0 | 0 | 700 | ||
ISHARES TR | ESG AWR US AGRGT | 46435U549 | 293 | 5,275 | SH | SOLE | 0 | 0 | 5,275 |