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 |
Amazon.Com Inc | Common Stock | 023135106 | 204,873 | 1,348 | SH | SOLE | 0 | 0 | 1,348 | ||
Apple Inc | Common Stock | 037833100 | 3,651,828 | 18,968 | SH | SOLE | 0 | 0 | 18,968 | ||
Cisco Systems | Common Stock | 17275R102 | 252,600 | 5,000 | SH | SOLE | 0 | 0 | 5,000 | ||
Deere & Co | Common Stock | 244199105 | 411,310 | 1,029 | SH | SOLE | 0 | 0 | 1,029 | ||
Dfa US Large Cap Equity Institutional | Funds | 23320G240 | 47,321,542 | 1,797,248 | SH | SOLE | 0 | 0 | 1,797,248 | ||
iShares Core US Aggregate Bond ETF | Funds | 464287226 | 2,564,586 | 25,840 | SH | SOLE | 0 | 0 | 25,840 | ||
iShares National Muni Bond ETF | Funds | 464288414 | 34,530,953 | 318,522 | SH | SOLE | 0 | 0 | 318,522 | ||
JPMorgan Ultra Short Income ETF | Funds | 46641Q837 | 303,383 | 6,040 | SH | SOLE | 0 | 0 | 6,040 | ||
Microsoft | Common Stock | 594918104 | 945,218 | 2,514 | SH | SOLE | 0 | 0 | 2,514 | ||
Nvidia Corp | Common Stock | 67066G104 | 257,391 | 520 | SH | SOLE | 0 | 0 | 520 | ||
Sherwin Williams Co | Common Stock | 824348106 | 2,539,178 | 8,141 | SH | SOLE | 0 | 0 | 8,141 | ||
Vanguard Dividend Appreciation ETF | Funds | 921908844 | 36,650,679 | 215,086 | SH | SOLE | 0 | 0 | 215,086 | ||
Vanguard FTSE Emerging Mark ETF IV | Funds | 922042858 | 1,691,507 | 41,156 | SH | SOLE | 0 | 0 | 41,156 | ||
Vanguard Intrmdiat TRM TRSRY ETF | Funds | 92206C706 | 6,278,657 | 105,844 | SH | SOLE | 0 | 0 | 105,844 | ||
Vanguard Muni BND Tax Exempt ETF | Funds | 922907746 | 2,838,012 | 55,593 | SH | SOLE | 0 | 0 | 55,593 | ||
Vanguard Small Cap ETF IV | Funds | 922908751 | 2,669,301 | 12,513 | SH | SOLE | 0 | 0 | 12,513 | ||
Vanguard Total International STK ETF | Funds | 921909768 | 24,700,432 | 426,163 | SH | SOLE | 0 | 0 | 426,163 | ||
Vertiv Holdings Co | Common Stock | 92537N108 | 690,623 | 14,379 | SH | SOLE | 0 | 0 | 14,379 |