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 |
|
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 |
HOME DEPOT INC | COM | 437076102 | 745 | 2,488 | SH | SOLE | 0 | 0 | 2,488 | ||
JOHNSON & JOHNSON | COM | 478160104 | 361 | 2,038 | SH | SOLE | 0 | 0 | 2,038 | ||
MERCK & CO INC | COM | 58933Y105 | 205 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
MICROSOFT CORP | COM | 594918104 | 793 | 2,571 | SH | SOLE | 0 | 0 | 2,571 | ||
PEPSICO INC | COM | 713448108 | 206 | 1,232 | SH | SOLE | 0 | 0 | 1,232 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 16,428 | 305,065 | SH | SOLE | 0 | 0 | 305,065 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,230 | 16,210 | SH | SOLE | 0 | 0 | 16,210 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 14,442 | 304,946 | SH | SOLE | 0 | 0 | 304,946 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,814 | 101,321 | SH | SOLE | 0 | 0 | 101,321 | ||
SCHWAB STRATEGIC TR | 1 5YR CORP BD | 808524714 | 265 | 5,466 | SH | SOLE | 0 | 0 | 5,466 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 476 | 12,950 | SH | SOLE | 0 | 0 | 12,950 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 2,905 | 57,452 | SH | SOLE | 0 | 0 | 57,452 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 429 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 25,471 | 157,070 | SH | SOLE | 0 | 0 | 157,070 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 12,984 | 217,344 | SH | SOLE | 0 | 0 | 217,344 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 6,069 | 77,910 | SH | SOLE | 0 | 0 | 77,910 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 30,234 | 380,109 | SH | SOLE | 0 | 0 | 380,109 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 1,933 | 37,747 | SH | SOLE | 0 | 0 | 37,747 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 10,049 | 128,682 | SH | SOLE | 0 | 0 | 128,682 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,465 | 41,197 | SH | SOLE | 0 | 0 | 41,197 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 26,024 | 109,417 | SH | SOLE | 0 | 0 | 109,417 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,542 | 11,960 | SH | SOLE | 0 | 0 | 11,960 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 9,074 | 138,075 | SH | SOLE | 0 | 0 | 138,075 |