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 | 385 | 1,056 | SH | SOLE | 1,056 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 25,260 | 81,567 | SH | SOLE | 81,567 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 560 | 4,740 | SH | SOLE | 4,740 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 406 | 2,281 | SH | SOLE | 2,281 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,069 | 30,304 | SH | SOLE | 30,304 | 0 | 0 | ||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 1,001 | 7,483 | SH | SOLE | 7,483 | 0 | 0 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | 267 | 4,932 | SH | SOLE | 4,932 | 0 | 0 | ||
ISHARES TR | ESG MSCI USA SML | 46435U663 | 310 | 12,360 | SH | SOLE | 12,360 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 400 | 1,297 | SH | SOLE | 1,297 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 598 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 372 | 10,564 | SH | SOLE | 10,564 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 294 | 6,121 | SH | SOLE | 6,121 | 0 | 0 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 239 | 2,136 | SH | SOLE | 2,136 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 19,327 | 232,519 | SH | SOLE | 232,519 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 16,566 | 187,524 | SH | SOLE | 187,524 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | FTSE DEV MKT ETF | 921943858 | 2,908 | 74,977 | SH | SOLE | 74,977 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 12,051 | 253,120 | SH | SOLE | 253,120 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 299 | 4,807 | SH | SOLE | 4,807 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 365 | 3,645 | SH | SOLE | 3,645 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 7,377 | 93,938 | SH | SOLE | 93,938 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 682 | 4,158 | SH | SOLE | 4,158 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,808 | 12,646 | SH | SOLE | 12,646 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 14,387 | 98,732 | SH | SOLE | 98,732 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,398 | 8,928 | SH | SOLE | 8,928 | 0 | 0 |