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 | 210,835 | 704 | SH | SOLE | 0 | 0 | 704 | ||
HOME DEPOT INC | COM | 437076102 | 636,804 | 2,050 | SH | SOLE | 0 | 0 | 2,050 | ||
JOHNSON & JOHNSON | COM | 478160104 | 207,301 | 1,252 | SH | SOLE | 0 | 0 | 1,252 | ||
MICROSOFT CORP | COM | 594918104 | 737,466 | 2,166 | SH | SOLE | 0 | 0 | 2,166 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 24,801,802 | 473,588 | SH | SOLE | 0 | 0 | 473,588 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,151,396 | 16,210 | SH | SOLE | 0 | 0 | 16,210 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 16,546,803 | 377,781 | SH | SOLE | 0 | 0 | 377,781 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,457,273 | 99,767 | SH | SOLE | 0 | 0 | 99,767 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 250,187 | 5,420 | SH | SOLE | 0 | 0 | 5,420 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 26,168,454 | 161,106 | SH | SOLE | 0 | 0 | 161,106 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 14,245,361 | 254,019 | SH | SOLE | 0 | 0 | 254,019 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 3,582,230 | 47,403 | SH | SOLE | 0 | 0 | 47,403 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 29,898,353 | 411,313 | SH | SOLE | 0 | 0 | 411,313 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 4,709,307 | 99,311 | SH | SOLE | 0 | 0 | 99,311 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 15,603,624 | 206,233 | SH | SOLE | 0 | 0 | 206,233 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 5,712,965 | 68,370 | SH | SOLE | 0 | 0 | 68,370 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 17,325,205 | 78,694 | SH | SOLE | 0 | 0 | 78,694 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,211,041 | 6,089 | SH | SOLE | 0 | 0 | 6,089 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 10,517,891 | 165,376 | SH | SOLE | 0 | 0 | 165,376 |