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 |
APPLE INC | COM | 037833100 | 688 | 3,874 | SH | SOLE | 3,874 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 36,063 | 75,606 | SH | SOLE | 75,606 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 349 | 1,232 | SH | SOLE | 1,232 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,755 | 24,057 | SH | SOLE | 24,057 | 0 | 0 | ||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 1,424 | 13,407 | SH | SOLE | 13,407 | 0 | 0 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | 1,971 | 23,362 | SH | SOLE | 23,362 | 0 | 0 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 2,084 | 51,679 | SH | SOLE | 51,679 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 633 | 1,333 | SH | SOLE | 1,333 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 928 | 16,614 | SH | SOLE | 16,614 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 315 | 5,974 | SH | SOLE | 5,974 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 1,792 | 28,894 | SH | SOLE | 28,894 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 293 | 3,332 | SH | SOLE | 3,332 | 0 | 0 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 226 | 2,193 | SH | SOLE | 2,193 | 0 | 0 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 249 | 2,847 | SH | SOLE | 2,847 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 30,768 | 380,656 | SH | SOLE | 380,656 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 21,325 | 251,625 | SH | SOLE | 251,625 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 3,614 | 70,773 | SH | SOLE | 70,773 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 17,228 | 281,133 | SH | SOLE | 281,133 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 326 | 3,645 | SH | SOLE | 3,645 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 11,884 | 102,437 | SH | SOLE | 102,437 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,073 | 4,214 | SH | SOLE | 4,214 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 2,366 | 10,706 | SH | SOLE | 10,706 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 20,388 | 90,210 | SH | SOLE | 90,210 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,150 | 8,904 | SH | SOLE | 8,904 | 0 | 0 |