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 |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 288 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 289 | 100 | SH | SOLE | 0 | 0 | 100 | ||
AMAZON COM INC | COM | 023135106 | 370 | 111 | SH | SOLE | 0 | 0 | 111 | ||
APA CORPORATION | COM | 03743Q108 | 347 | 12,908 | SH | SOLE | 0 | 0 | 12,908 | ||
APPLE INC | COM | 037833100 | 1,836 | 10,340 | SH | SOLE | 0 | 0 | 10,340 | ||
AUTODESK INC | COM | 052769106 | 141 | 500 | SH | SOLE | 0 | 0 | 500 | ||
COMCAST CORP NEW | CL A | 20030N101 | 40 | 800 | SH | SOLE | 0 | 0 | 800 | ||
EXXON MOBIL CORP | COM | 30231G102 | 320 | 5,234 | SH | SOLE | 0 | 0 | 5,234 | ||
HOME DEBOT INC | COM | 437076102 | 102 | 245 | SH | SOLE | 0 | 0 | 245 | ||
HUBSPOT INC | COM | 443573100 | 66 | 100 | SH | SOLE | 0 | 0 | 100 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 515 | 3,852 | SH | SOLE | 0 | 0 | 3,852 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 10,093 | 62,018 | SH | SOLE | 0 | 0 | 62,018 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 640 | 10,694 | SH | SOLE | 0 | 0 | 10,694 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 26,800 | 359,054 | SH | SOLE | 0 | 0 | 359,054 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 30,003 | 62,901 | SH | SOLE | 0 | 0 | 62,901 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 15,518 | 135,512 | SH | SOLE | 0 | 0 | 135,512 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 2,034 | 19,228 | SH | SOLE | 0 | 0 | 19,228 | ||
JPMORGAN CHASE & COM | COM | 46625H100 | 305 | 1,929 | SH | SOLE | 0 | 0 | 1,929 | ||
MICROSOFT CORP | COM | 594918104 | 168 | 500 | SH | SOLE | 0 | 0 | 500 | ||
MONGODB INC | CL A | 60937P106 | 265 | 500 | SH | SOLE | 0 | 0 | 500 | ||
NVIDIA CORPORATION | COM | 67066G104 | 588 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
SCHLUMBERGER LTD | COM | 806857108 | 207 | 6,900 | SH | SOLE | 0 | 0 | 6,900 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 27,399 | 57,677 | SH | SOLE | 0 | 0 | 57,677 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 147 | 292 | SH | SOLE | 0 | 0 | 292 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 3,999 | 17,692 | SH | SOLE | 0 | 0 | 17,692 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 6,260 | 14,340 | SH | SOLE | 0 | 0 | 14,340 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 6,015 | 121,590 | SH | SOLE | 0 | 0 | 121,590 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 5,735 | 112,314 | SH | SOLE | 0 | 0 | 112,314 |