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 |
HOME DEPOT INC | COM | 437076102 | 685 | 2,499 | SH | SOLE | 0 | 0 | 2,499 | ||
JOHNSON & JOHNSON | COM | 478160104 | 363 | 2,045 | SH | SOLE | 0 | 0 | 2,045 | ||
MERCK & CO INC | COM | 58933Y105 | 228 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
MICROSOFT CORP | COM | 594918104 | 661 | 2,575 | SH | SOLE | 0 | 0 | 2,575 | ||
PEPSICO INC | COM | 713448108 | 205 | 1,232 | SH | SOLE | 0 | 0 | 1,232 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 17,745 | 397,332 | SH | SOLE | 0 | 0 | 397,332 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,017 | 16,210 | SH | SOLE | 0 | 0 | 16,210 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 11,982 | 307,305 | SH | SOLE | 0 | 0 | 307,305 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,217 | 87,359 | SH | SOLE | 0 | 0 | 87,359 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 373 | 11,850 | SH | SOLE | 0 | 0 | 11,850 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 2,263 | 47,270 | SH | SOLE | 0 | 0 | 47,270 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 365 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 21,391 | 149,100 | SH | SOLE | 0 | 0 | 149,100 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 11,587 | 224,506 | SH | SOLE | 0 | 0 | 224,506 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 3,926 | 51,127 | SH | SOLE | 0 | 0 | 51,127 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 28,142 | 373,924 | SH | SOLE | 0 | 0 | 373,924 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 3,899 | 77,799 | SH | SOLE | 0 | 0 | 77,799 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 11,555 | 151,509 | SH | SOLE | 0 | 0 | 151,509 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,667 | 51,230 | SH | SOLE | 0 | 0 | 51,230 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 16,114 | 81,810 | SH | SOLE | 0 | 0 | 81,810 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,040 | 11,584 | SH | SOLE | 0 | 0 | 11,584 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 8,176 | 138,346 | SH | SOLE | 0 | 0 | 138,346 |