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 |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 39,115 | 175,543 | SH | SOLE | 0 | 0 | 0 | 175,543 | |
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 13,316 | 70,606 | SH | SOLE | 0 | 0 | 0 | 70,606 | |
ISHARES TR | CORE S&P TTL STK | 464287150 | 4,337 | 43,913 | SH | SOLE | 0 | 0 | 0 | 43,913 | |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 10,488 | 230,513 | SH | SOLE | 0 | 0 | 0 | 230,513 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 22,162 | 189,096 | SH | SOLE | 0 | 0 | 0 | 189,096 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 29,788 | 809,687 | SH | SOLE | 0 | 0 | 0 | 809,687 | |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 3,028 | 29,221 | SH | SOLE | 0 | 0 | 0 | 29,221 | |
ISHARES TR | MODERT ALLOC ETF | 464289875 | 207 | 4,601 | SH | SOLE | 0 | 0 | 0 | 4,601 | |
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 1,648 | 29,424 | SH | SOLE | 0 | 0 | 0 | 29,424 | |
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 2,310 | 32,700 | SH | SOLE | 0 | 0 | 0 | 32,700 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 55,995 | 142,293 | SH | SOLE | 0 | 0 | 0 | 142,293 | |
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 25,066 | 381,639 | SH | SOLE | 0 | 0 | 0 | 381,639 | |
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 13,155 | 179,470 | SH | SOLE | 0 | 0 | 0 | 179,470 | |
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 13,661 | 239,242 | SH | SOLE | 0 | 0 | 0 | 239,242 | |
ISHARES TR | CORE TOTAL USD | 46434V613 | 43,711 | 817,175 | SH | SOLE | 0 | 0 | 0 | 817,175 | |
ISHARES TR | MSCI INTL MULTFT | 46434V274 | 5,675 | 188,845 | SH | SOLE | 0 | 0 | 0 | 188,845 | |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 20,197 | 365,227 | SH | SOLE | 0 | 0 | 0 | 365,227 | |
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | 6,096 | 70,863 | SH | SOLE | 0 | 0 | 0 | 70,863 | |
ISHARES TR | CORE INTL AGGR | 46435G672 | 14,259 | 258,786 | SH | SOLE | 0 | 0 | 0 | 258,786 | |
GOLDMAN SACHS ETF TR | ACTIVEBETA EME | 381430206 | 1,858 | 45,530 | SH | SOLE | 0 | 0 | 0 | 45,530 | |
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | 3,697 | 105,848 | SH | SOLE | 0 | 0 | 0 | 105,848 | |
ISHARES TR | MSCI USA MULTIFT | 46434V282 | 8,910 | 208,024 | SH | SOLE | 0 | 0 | 0 | 208,024 | |
ISHARES TR | MSCI USA SML CP | 46434V290 | 1,946 | 35,472 | SH | SOLE | 0 | 0 | 0 | 35,472 | |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 36,643 | 1,358,164 | SH | SOLE | 0 | 0 | 0 | 1,358,164 |