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 |
APPLE INC | COM | 037833100 | 653 | 4,728 | SH | SOLE | 4,728 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 217 | 605 | SH | SOLE | 605 | 0 | 0 | ||
ISHARES TR | EXPND TEC SC ETF | 464287549 | 379 | 1,371 | SH | SOLE | 1,371 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 506 | 5,808 | SH | SOLE | 5,808 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 710 | 25,248 | SH | SOLE | 25,248 | 0 | 0 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 512 | 22,856 | SH | SOLE | 22,856 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,565 | 9,981 | SH | SOLE | 9,981 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 31,438 | 95,760 | SH | SOLE | 95,760 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 6,343 | 37,116 | SH | SOLE | 37,116 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 19,303 | 107,557 | SH | SOLE | 107,557 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 463 | 5,770 | SH | SOLE | 5,770 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 3,983 | 109,166 | SH | SOLE | 109,166 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 5,863 | 161,240 | SH | SOLE | 161,240 | 0 | 0 |