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 | 508 | 3,718 | SH | SOLE | 3,718 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 244 | 1,077 | SH | SOLE | 1,077 | 0 | 0 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | 1,785 | 26,891 | SH | SOLE | 26,891 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,582 | 27,945 | SH | SOLE | 27,945 | 0 | 0 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 3,312 | 69,865 | SH | SOLE | 69,865 | 0 | 0 | ||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 953 | 11,807 | SH | SOLE | 11,807 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 2,981 | 29,318 | SH | SOLE | 29,318 | 0 | 0 | ||
ISHARES TR | ESG AWR US AGRGT | 46435U549 | 367 | 7,492 | SH | SOLE | 7,492 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 29,252 | 77,150 | SH | SOLE | 77,150 | 0 | 0 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 1,912 | 60,705 | SH | SOLE | 60,705 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 322 | 15,290 | SH | SOLE | 15,290 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 372 | 986 | SH | SOLE | 986 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 1,632 | 36,809 | SH | SOLE | 36,809 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 16,101 | 213,933 | SH | SOLE | 213,933 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 27,471 | 357,743 | SH | SOLE | 357,743 | 0 | 0 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 249 | 5,020 | SH | SOLE | 5,020 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 824 | 4,183 | SH | SOLE | 4,183 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,884 | 10,930 | SH | SOLE | 10,930 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 3,233 | 17,141 | SH | SOLE | 17,141 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 17,232 | 97,848 | SH | SOLE | 97,848 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 9,517 | 104,455 | SH | SOLE | 104,455 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 14,559 | 291,409 | SH | SOLE | 291,409 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 256 | 3,645 | SH | SOLE | 3,645 | 0 | 0 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 686 | 13,284 | SH | SOLE | 13,284 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 3,581 | 87,764 | SH | SOLE | 87,764 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 1,771 | 36,118 | SH | SOLE | 36,118 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 222 | 3,350 | SH | SOLE | 3,350 | 0 | 0 |