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 |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 11,680 | 193,277 | SH | SOLE | 0 | 0 | 193,277 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 9,200 | 178,574 | SH | SOLE | 0 | 0 | 178,574 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 8,409 | 250,649 | SH | SOLE | 0 | 0 | 250,649 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 8,146 | 340,253 | SH | SOLE | 0 | 0 | 340,253 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 6,466 | 82,630 | SH | SOLE | 0 | 0 | 82,630 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 4,731 | 144,497 | SH | SOLE | 0 | 0 | 144,497 | ||
DBX ETF TR | XTRACK USD HIGH | 233051432 | 3,696 | 83,856 | SH | SOLE | 0 | 0 | 83,856 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 2,696 | 47,922 | SH | SOLE | 0 | 0 | 47,922 | ||
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | 2,503 | 58,320 | SH | SOLE | 0 | 0 | 58,320 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 2,166 | 23,923 | SH | SOLE | 0 | 0 | 23,923 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 2,118 | 81,958 | SH | SOLE | 0 | 0 | 81,958 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,043 | 15,849 | SH | SOLE | 0 | 0 | 15,849 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 1,540 | 18,044 | SH | SOLE | 0 | 0 | 18,044 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 1,411 | 24,539 | SH | SOLE | 0 | 0 | 24,539 | ||
SPDR SERIES TRUST | PORTFOLIO SM ETF | 78468R853 | 1,257 | 57,536 | SH | SOLE | 0 | 0 | 57,536 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,247 | 29,581 | SH | SOLE | 0 | 0 | 29,581 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 1,127 | 54,467 | SH | SOLE | 0 | 0 | 54,467 | ||
VANGUARD WHITEHALL FDS INC | EMERG MKT BD ETF | 921946885 | 868 | 12,332 | SH | SOLE | 0 | 0 | 12,332 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | 806 | 25,631 | SH | SOLE | 0 | 0 | 25,631 | ||
ISHARES INC | JP MORGAN EM ETF | 464286517 | 670 | 17,882 | SH | SOLE | 0 | 0 | 17,882 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 504 | 20,637 | SH | SOLE | 0 | 0 | 20,637 | ||
VANECK VECTORS ETF TR | HIGH YLD MUN ETF | 92189H409 | 382 | 7,304 | SH | SOLE | 0 | 0 | 7,304 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 377 | 11,320 | SH | SOLE | 0 | 0 | 11,320 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 324 | 5,961 | SH | SOLE | 0 | 0 | 5,961 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 321 | 5,718 | SH | SOLE | 0 | 0 | 5,718 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 301 | 1,165 | SH | SOLE | 0 | 0 | 1,165 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 268 | 2,520 | SH | SOLE | 0 | 0 | 2,520 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 255 | 2,255 | SH | SOLE | 0 | 0 | 2,255 |