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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 2,039 | 21,200 | SH | SOLE | 0 | 0 | 21,200 | ||
APPLE INC | COM | 037833100 | 1,042 | 7,525 | SH | SOLE | 0 | 0 | 7,525 | ||
CHEVRON CORP NEW | COM | 166764100 | 455 | 3,164 | SH | SOLE | 0 | 0 | 3,164 | ||
INTUIT | COM | 461202103 | 462 | 1,193 | SH | SOLE | 0 | 0 | 1,193 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 5,207 | 71,705 | SH | SOLE | 0 | 0 | 71,705 | ||
ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 | 1,836 | 51,258 | SH | SOLE | 0 | 0 | 51,258 | ||
MICROSOFT CORP | COM | 594918104 | 227 | 977 | SH | SOLE | 0 | 0 | 977 | ||
PAVMED INC | COM | 70387R106 | 9 | 11,021 | SH | SOLE | 0 | 0 | 11,021 | ||
QUALCOMM INC | COM | 747525103 | 388 | 3,438 | SH | SOLE | 0 | 0 | 3,438 | ||
TESLA INC | COM | 88160R101 | 339 | 1,278 | SH | SOLE | 0 | 0 | 1,278 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 471 | 17,750 | SH | SOLE | 0 | 0 | 17,750 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 2,242 | 29,950 | SH | SOLE | 0 | 0 | 29,950 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 20,538 | 287,954 | SH | SOLE | 0 | 0 | 287,954 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 1,889 | 38,561 | SH | SOLE | 0 | 0 | 38,561 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 15,011 | 70,154 | SH | SOLE | 0 | 0 | 70,154 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 5,665 | 33,194 | SH | SOLE | 0 | 0 | 33,194 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 2,251 | 18,468 | SH | SOLE | 0 | 0 | 18,468 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 2,166 | 27,039 | SH | SOLE | 0 | 0 | 27,039 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 424 | 1,291 | SH | SOLE | 0 | 0 | 1,291 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 2,577 | 17,981 | SH | SOLE | 0 | 0 | 17,981 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 3,646 | 18,696 | SH | SOLE | 0 | 0 | 18,696 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,378 | 13,252 | SH | SOLE | 0 | 0 | 13,252 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,897 | 47,716 | SH | SOLE | 0 | 0 | 47,716 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,868 | 51,309 | SH | SOLE | 0 | 0 | 51,309 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 3,564 | 38,425 | SH | SOLE | 0 | 0 | 38,425 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 1,556 | 20,936 | SH | SOLE | 0 | 0 | 20,936 |