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 |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 4,587 | 31,887 | SH | SOLE | 0 | 0 | 31,887 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,838 | 50,581 | SH | SOLE | 0 | 0 | 50,581 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,652 | 10,011 | SH | SOLE | 0 | 0 | 10,011 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 223 | 1,221 | SH | SOLE | 0 | 0 | 1,221 | ||
MICROSOFT CORP | COM | 594918104 | 612 | 3,882 | SH | SOLE | 0 | 0 | 3,882 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 232 | 4,322 | SH | SOLE | 0 | 0 | 4,322 | ||
HOME DEPOT INC | COM | 437076102 | 356 | 1,906 | SH | SOLE | 0 | 0 | 1,906 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 269 | 1,862 | SH | SOLE | 0 | 0 | 1,862 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 896 | 6,951 | SH | SOLE | 0 | 0 | 6,951 | ||
APPLE INC | COM | 037833100 | 520 | 2,046 | SH | SOLE | 0 | 0 | 2,046 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 788 | 9,376 | SH | SOLE | 0 | 0 | 9,376 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 12,256 | 106,231 | SH | SOLE | 0 | 0 | 106,231 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,301 | 9,885 | SH | SOLE | 0 | 0 | 9,885 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 491 | 4,257 | SH | SOLE | 0 | 0 | 4,257 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 8,873 | 56,625 | SH | SOLE | 0 | 0 | 56,625 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 200 | 1,418 | SH | SOLE | 0 | 0 | 1,418 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 6,080 | 85,936 | SH | SOLE | 0 | 0 | 85,936 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 522 | 4,623 | SH | SOLE | 0 | 0 | 4,623 | ||
CHIMERA INVT CORP | COM NEW | 16934Q208 | 94 | 10,292 | SH | SOLE | 0 | 0 | 10,292 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 951 | 15,737 | SH | SOLE | 0 | 0 | 15,737 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 10,410 | 169,952 | SH | SOLE | 0 | 0 | 169,952 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,263 | 15,861 | SH | SOLE | 0 | 0 | 15,861 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 2,307 | 32,706 | SH | SOLE | 0 | 0 | 32,706 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 711 | 7,304 | SH | SOLE | 0 | 0 | 7,304 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 21,651 | 91,423 | SH | SOLE | 0 | 0 | 91,423 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 4,716 | 31,682 | SH | SOLE | 0 | 0 | 31,682 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 442 | 8,147 | SH | SOLE | 0 | 0 | 8,147 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 715 | 15,901 | SH | SOLE | 0 | 0 | 15,901 | ||
FACEBOOK INC | CL A | 30303M102 | 277 | 1,658 | SH | SOLE | 0 | 0 | 1,658 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 259 | 8,260 | SH | SOLE | 0 | 0 | 8,260 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 10,428 | 198,638 | SH | SOLE | 0 | 0 | 198,638 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 581 | 10,986 | SH | SOLE | 0 | 0 | 10,986 |