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 | 692 | 2,509 | SH | SOLE | 0 | 0 | 2,509 | ||
JOHNSON & JOHNSON | COM | 478160104 | 335 | 2,053 | SH | SOLE | 0 | 0 | 2,053 | ||
MERCK & CO INC | COM | 58933Y105 | 215 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
MICROSOFT CORP | COM | 594918104 | 601 | 2,578 | SH | SOLE | 0 | 0 | 2,578 | ||
PEPSICO INC | COM | 713448108 | 201 | 1,232 | SH | SOLE | 0 | 0 | 1,232 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 17,598 | 415,541 | SH | SOLE | 0 | 0 | 415,541 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 981 | 16,210 | SH | SOLE | 0 | 0 | 16,210 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 12,468 | 329,848 | SH | SOLE | 0 | 0 | 329,848 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 1,976 | 88,209 | SH | SOLE | 0 | 0 | 88,209 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 333 | 11,850 | SH | SOLE | 0 | 0 | 11,850 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 896 | 19,770 | SH | SOLE | 0 | 0 | 19,770 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 323 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 20,511 | 151,754 | SH | SOLE | 0 | 0 | 151,754 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 10,331 | 225,712 | SH | SOLE | 0 | 0 | 225,712 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 3,660 | 48,916 | SH | SOLE | 0 | 0 | 48,916 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 25,785 | 361,494 | SH | SOLE | 0 | 0 | 361,494 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 3,929 | 81,669 | SH | SOLE | 0 | 0 | 81,669 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 12,628 | 170,004 | SH | SOLE | 0 | 0 | 170,004 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,478 | 55,861 | SH | SOLE | 0 | 0 | 55,861 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 15,329 | 81,546 | SH | SOLE | 0 | 0 | 81,546 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,980 | 11,584 | SH | SOLE | 0 | 0 | 11,584 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 8,229 | 148,912 | SH | SOLE | 0 | 0 | 148,912 |