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 |
AT&T INC | COM | 00206R102 | 425 | 11,219 | SH | SOLE | 0 | 0 | 11,219 | ||
APPLE INC | COM | 037833100 | 365 | 1,628 | SH | SOLE | 0 | 0 | 1,628 | ||
EXXON MOBIL CORP | COM | 30231G102 | 284 | 4,018 | SH | SOLE | 0 | 0 | 4,018 | ||
GLOBAL PMTS INC | COM | 37940X102 | 329 | 2,067 | SH | SOLE | 0 | 0 | 2,067 | ||
HOME DEPOT INC | COM | 437076102 | 361 | 1,556 | SH | SOLE | 0 | 0 | 1,556 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 947 | 3,171 | SH | SOLE | 0 | 0 | 3,171 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 16,427 | 145,152 | SH | SOLE | 0 | 0 | 145,152 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 299 | 4,585 | SH | SOLE | 0 | 0 | 4,585 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 12,493 | 160,498 | SH | SOLE | 0 | 0 | 160,498 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 281 | 3,222 | SH | SOLE | 0 | 0 | 3,222 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 15,787 | 144,969 | SH | SOLE | 0 | 0 | 144,969 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 933 | 13,144 | SH | SOLE | 0 | 0 | 13,144 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 1,737 | 30,624 | SH | SOLE | 0 | 0 | 30,624 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 9,060 | 160,233 | SH | SOLE | 0 | 0 | 160,233 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 615 | 8,818 | SH | SOLE | 0 | 0 | 8,818 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 653 | 25,976 | SH | SOLE | 0 | 0 | 25,976 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 3,731 | 68,115 | SH | SOLE | 0 | 0 | 68,115 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 2,268 | 71,195 | SH | SOLE | 0 | 0 | 71,195 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 319 | 6,755 | SH | SOLE | 0 | 0 | 6,755 | ||
3M CO | COM | 88579Y101 | 281 | 1,708 | SH | SOLE | 0 | 0 | 1,708 | ||
VANGUARD STAR FD | VG TL INTL STK F | 921909768 | 16,519 | 319,756 | SH | SOLE | 0 | 0 | 319,756 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 705 | 17,168 | SH | SOLE | 0 | 0 | 17,168 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 19,465 | 396,836 | SH | SOLE | 0 | 0 | 396,836 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 3,551 | 38,081 | SH | SOLE | 0 | 0 | 38,081 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,330 | 7,936 | SH | SOLE | 0 | 0 | 7,936 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 362 | 2,176 | SH | SOLE | 0 | 0 | 2,176 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 11,025 | 73,016 | SH | SOLE | 0 | 0 | 73,016 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 260 | 4,303 | SH | SOLE | 0 | 0 | 4,303 | ||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 3,211 | 77,738 | SH | SOLE | 0 | 0 | 77,738 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 2,358 | 37,128 | SH | SOLE | 0 | 0 | 37,128 |