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 | 491 | 3,556 | SH | SOLE | 3,556 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 28,817 | 80,349 | SH | SOLE | 80,349 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,412 | 27,665 | SH | SOLE | 27,665 | 0 | 0 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | 2,882 | 46,665 | SH | SOLE | 46,665 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 3,579 | 37,150 | SH | SOLE | 37,150 | 0 | 0 | ||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 901 | 11,868 | SH | SOLE | 11,868 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 233 | 1,061 | SH | SOLE | 1,061 | 0 | 0 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 4,380 | 95,005 | SH | SOLE | 95,005 | 0 | 0 | ||
ISHARES TR | ESG AWR US AGRGT | 46435U549 | 791 | 17,043 | SH | SOLE | 17,043 | 0 | 0 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 2,550 | 83,150 | SH | SOLE | 83,150 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 193 | 10,342 | SH | SOLE | 10,342 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 352 | 986 | SH | SOLE | 986 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 1,083 | 25,801 | SH | SOLE | 25,801 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 14,361 | 201,326 | SH | SOLE | 201,326 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 26,524 | 354,506 | SH | SOLE | 354,506 | 0 | 0 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 234 | 4,900 | SH | SOLE | 4,900 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,776 | 10,858 | SH | SOLE | 10,858 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 770 | 4,098 | SH | SOLE | 4,098 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 8,781 | 109,526 | SH | SOLE | 109,526 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 16,985 | 99,377 | SH | SOLE | 99,377 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 3,004 | 16,741 | SH | SOLE | 16,741 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 13,795 | 310,969 | SH | SOLE | 310,969 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 229 | 3,645 | SH | SOLE | 3,645 | 0 | 0 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 563 | 12,309 | SH | SOLE | 12,309 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 3,187 | 87,652 | SH | SOLE | 87,652 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 226 | 3,592 | SH | SOLE | 3,592 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 2,223 | 51,168 | SH | SOLE | 51,168 | 0 | 0 |