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 |
Vanguard Total Stock Market ETF | ETF | 922908769 | 29,516 | 196,653 | SH | SOLE | 0 | 0 | 196,653 | ||
iShares Core US Aggregate Bond | ETF | 464287226 | 28,185 | 253,120 | SH | SOLE | 0 | 0 | 253,120 | ||
iShares Russell 1000 ETF | ETF | 464287622 | 18,525 | 113,796 | SH | SOLE | 0 | 0 | 113,796 | ||
iShares S&P 500 Value | ETF | 464287408 | 13,378 | 114,767 | SH | SOLE | 0 | 0 | 114,767 | ||
Vanguard Short-Term Corporate Bond ETF | ETF | 92206C409 | 11,721 | 145,283 | SH | SOLE | 0 | 0 | 145,283 | ||
iShares Intermediate Corporate Bond ETF | ETF | 464288638 | 9,739 | 171,018 | SH | SOLE | 0 | 0 | 171,018 | ||
iShares S&P Mid-Cap 400 Value | ETF | 464287705 | 8,569 | 53,736 | SH | SOLE | 0 | 0 | 53,736 | ||
Vanguard Mega Cap Growth ETF | ETF | 921910816 | 7,172 | 57,673 | SH | SOLE | 0 | 0 | 57,673 | ||
Vanguard FTSE Developed Markets | ETF | 921943858 | 7,725 | 185,200 | SH | SOLE | 0 | 0 | 185,200 | ||
iShares Core Total USD Bond Mkt | ETF | 46434V613 | 6,691 | 132,227 | SH | SOLE | 0 | 0 | 132,227 | ||
Vanguard World Fd Mega Growth Ind | ETF | 921910816 | 7,608 | 58,761 | SH | SOLE | 0 | 0 | 58,761 | ||
iShares Core Total USD Bond Mkt | ETF | 46434V613 | 6,826 | 132,084 | SH | SOLE | 0 | 0 | 132,084 | ||
iShares Core S&P Total US Stk Mkt | ETF | 464287150 | 6,421 | 96,364 | SH | SOLE | 0 | 0 | 96,364 | ||
iShares Core S&P Small-Cap ETF | ETF | 464287804 | 3,940 | 50,332 | SH | SOLE | 0 | 0 | 50,332 | ||
Vanguard FTSE Emerging Market ETF | ETF | 922042858 | 3,768 | 88,597 | SH | SOLE | 0 | 0 | 88,597 | ||
iShares Core MSCI Total Intl Stk | ETF | 46432F834 | 3,166 | 53,982 | SH | SOLE | 0 | 0 | 53,982 | ||
iShares S&P 500 Growth | ETF | 464287309 | 2,093 | 11,679 | SH | SOLE | 0 | 0 | 11,679 | ||
iShares 0-5 Inv Grade Corp Bd Fd ETF | ETF | 46434V100 | 1,700 | 33,346 | SH | SOLE | 0 | 0 | 33,346 | ||
iShares iBoxx Inv Grade Corp Bd | ETF | 464287242 | 1,587 | 12,762 | SH | SOLE | 0 | 0 | 12,762 | ||
iShares Russell 3000 | ETF | 464287689 | 1,353 | 7,852 | SH | SOLE | 0 | 0 | 7,852 | ||
iShares Core MSCI EAFE | ETF | 46432F842 | 1,283 | 20,900 | SH | SOLE | 0 | 0 | 20,900 | ||
iShares Core MSCI Emer Mkt | ETF | 46434G103 | 828 | 16,101 | SH | SOLE | 0 | 0 | 16,101 | ||
iShares National Muni Bond ETF | ETF | 464288414 | 780 | 6,901 | SH | SOLE | 0 | 0 | 6,901 | ||
iShares iBonds Dec 2023 Term Muni Bd | ETF | 46435G318 | 526 | 20,455 | SH | SOLE | 0 | 0 | 20,455 | ||
iShares iBonds Dec 2022 Term Muni Bd | ETF | 46435G755 | 522 | 19,980 | SH | SOLE | 0 | 0 | 19,980 | ||
iShares iBonds Dec 2021 Term Muni Bd | ETF | 46435G789 | 518 | 20,093 | SH | SOLE | 0 | 0 | 20,093 | ||
iShares iBonds Sep 2020 Term Muni Bd | ETF | 46434V571 | 514 | 20,119 | SH | SOLE | 0 | 0 | 20,119 | ||
iShares iBonds Sep 2019 Term Muni Bd | ETF | 46429B564 | 511 | 20,106 | SH | SOLE | 0 | 0 | 20,106 | ||
Apple | COM | 037833100 | 499 | 2,520 | SH | SOLE | 0 | 0 | 2,520 | ||
Northrup Grumman | COM | 666807102 | 454 | 1,405 | SH | SOLE | 0 | 0 | 1,405 | ||
Sarepta Therapeutics | COM | 803607100 | 400 | 2,635 | SH | SOLE | 0 | 0 | 2,635 | ||
Vanguard Total Bond Market ETF | ETF | 921937835 | 298 | 3,591 | SH | SOLE | 0 | 0 | 3,591 | ||
United Health Group | COM | 91324P102 | 271 | 1,109 | SH | SOLE | 0 | 0 | 1,109 | ||
Verizon Communications | COM | 92343V104 | 257 | 4,496 | SH | SOLE | 0 | 0 | 4,496 | ||
Comcast Corp | COM | 20030N101 | 238 | 5,626 | SH | SOLE | 0 | 0 | 5,626 | ||
McDonalds Corp | COM | 580135101 | 235 | 1,132 | SH | SOLE | 0 | 0 | 1,132 |