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 |
AMAZON COM INC | COM | 023135106 | 486,344 | 4,708 | SH | SOLE | 4,708 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,565,569 | 9,494 | SH | SOLE | 9,494 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 655,519 | 2,123 | SH | SOLE | 2,123 | 0 | 0 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 1,543,845 | 16,656 | SH | SOLE | 16,656 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 205,161 | 814 | SH | SOLE | 814 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | 5,832,637 | 131,277 | SH | SOLE | 131,277 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 342,695 | 7,701 | SH | SOLE | 7,701 | 0 | 0 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 3,614,312 | 78,572 | SH | SOLE | 78,572 | 0 | 0 | ||
GLADSTONE COMMERCIAL CORP | COM | 376536108 | 733,803 | 58,100 | SH | SOLE | 58,100 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 257,065 | 801 | SH | SOLE | 801 | 0 | 0 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 402,850 | 12,797 | SH | SOLE | 12,797 | 0 | 0 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | 408,008 | 8,271 | SH | SOLE | 8,271 | 0 | 0 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | 4,149,228 | 41,860 | SH | SOLE | 41,860 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 336,263 | 818 | SH | SOLE | 818 | 0 | 0 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 1,417,044 | 19,725 | SH | SOLE | 19,725 | 0 | 0 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | 1,634,432 | 18,070 | SH | SOLE | 18,070 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,368,729 | 12,704 | SH | SOLE | 12,704 | 0 | 0 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 224,853 | 2,148 | SH | SOLE | 2,148 | 0 | 0 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | 343,493 | 6,763 | SH | SOLE | 6,763 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 305,736 | 1,060 | SH | SOLE | 1,060 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 214,332 | 1,011 | SH | SOLE | 1,011 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 257,066 | 2,625 | SH | SOLE | 2,625 | 0 | 0 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 4,687,440 | 191,168 | SH | SOLE | 191,168 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 2,915,720 | 39,854 | SH | SOLE | 39,854 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 5,354,835 | 99,885 | SH | SOLE | 99,885 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 284,357 | 1,552 | SH | SOLE | 1,552 | 0 | 0 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | 592,805 | 11,755 | SH | SOLE | 11,755 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 356,325 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 22,158,733 | 288,750 | SH | SOLE | 288,750 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 9,499,347 | 124,190 | SH | SOLE | 124,190 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,330,269 | 18,018 | SH | SOLE | 18,018 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 6,961,767 | 51,926 | SH | SOLE | 51,926 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 768,881 | 3,645 | SH | SOLE | 3,645 | 0 | 0 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 6,295,021 | 39,651 | SH | SOLE | 39,651 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 276,947 | 1,461 | SH | SOLE | 1,461 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 48,087,610 | 235,608 | SH | SOLE | 235,608 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 19,247,063 | 139,360 | SH | SOLE | 139,360 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 7,811,439 | 146,090 | SH | SOLE | 146,090 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,495,554 | 86,523 | SH | SOLE | 86,523 | 0 | 0 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 3,400,755 | 67,129 | SH | SOLE | 67,129 | 0 | 0 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 1,443,967 | 26,154 | SH | SOLE | 26,154 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 22,089,923 | 489,039 | SH | SOLE | 489,039 | 0 | 0 |