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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 214,430 | 695 | SH | SOLE | 0 | 0 | 695 | ||
HOME DEPOT INC | COM | 437076102 | 795,424 | 2,518 | SH | SOLE | 0 | 0 | 2,518 | ||
JOHNSON & JOHNSON | COM | 478160104 | 374,112 | 2,117 | SH | SOLE | 0 | 0 | 2,117 | ||
MERCK & CO INC | COM | 58933Y105 | 277,375 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
MICROSOFT CORP | COM | 594918104 | 619,476 | 2,583 | SH | SOLE | 0 | 0 | 2,583 | ||
PEPSICO INC | COM | 713448108 | 222,573 | 1,232 | SH | SOLE | 0 | 0 | 1,232 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 19,203,514 | 425,326 | SH | SOLE | 0 | 0 | 425,326 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,063,538 | 16,210 | SH | SOLE | 0 | 0 | 16,210 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 13,752,375 | 339,480 | SH | SOLE | 0 | 0 | 339,480 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,155,453 | 91,062 | SH | SOLE | 0 | 0 | 91,062 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 394,644 | 8,645 | SH | SOLE | 0 | 0 | 8,645 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 347,680 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 22,523,988 | 148,330 | SH | SOLE | 0 | 0 | 148,330 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 12,102,950 | 234,009 | SH | SOLE | 0 | 0 | 234,009 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 3,560,210 | 47,292 | SH | SOLE | 0 | 0 | 47,292 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 27,290,306 | 379,876 | SH | SOLE | 0 | 0 | 379,876 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 4,345,503 | 93,031 | SH | SOLE | 0 | 0 | 93,031 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 13,404,779 | 178,278 | SH | SOLE | 0 | 0 | 178,278 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,781,202 | 57,968 | SH | SOLE | 0 | 0 | 57,968 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 15,569,397 | 76,391 | SH | SOLE | 0 | 0 | 76,391 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,117,575 | 6,089 | SH | SOLE | 0 | 0 | 6,089 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 9,188,029 | 148,313 | SH | SOLE | 0 | 0 | 148,313 |