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 | 677 | 3,874 | SH | SOLE | 3,874 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 33,784 | 74,465 | SH | SOLE | 74,465 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 2,660 | 24,837 | SH | SOLE | 24,837 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 331 | 1,233 | SH | SOLE | 1,233 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 3,667 | 33,996 | SH | SOLE | 33,996 | 0 | 0 | ||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 1,298 | 13,407 | SH | SOLE | 13,407 | 0 | 0 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 2,598 | 53,618 | SH | SOLE | 53,618 | 0 | 0 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | 1,772 | 22,383 | SH | SOLE | 22,383 | 0 | 0 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 1,913 | 50,286 | SH | SOLE | 50,286 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 510 | 20,479 | SH | SOLE | 20,479 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 602 | 1,333 | SH | SOLE | 1,333 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 2,071 | 38,989 | SH | SOLE | 38,989 | 0 | 0 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 202 | 2,204 | SH | SOLE | 2,204 | 0 | 0 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 233 | 2,847 | SH | SOLE | 2,847 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 27,827 | 357,215 | SH | SOLE | 357,215 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 18,800 | 236,356 | SH | SOLE | 236,356 | 0 | 0 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 261 | 4,975 | SH | SOLE | 4,975 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 11,049 | 101,956 | SH | SOLE | 101,956 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,003 | 4,218 | SH | SOLE | 4,218 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 2,247 | 10,779 | SH | SOLE | 10,779 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 18,798 | 88,453 | SH | SOLE | 88,453 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 3,893 | 17,099 | SH | SOLE | 17,099 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 15,276 | 265,261 | SH | SOLE | 265,261 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 293 | 3,645 | SH | SOLE | 3,645 | 0 | 0 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 786 | 13,163 | SH | SOLE | 13,163 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 5,040 | 104,941 | SH | SOLE | 104,941 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 1,543 | 26,973 | SH | SOLE | 26,973 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 271 | 3,340 | SH | SOLE | 3,340 | 0 | 0 |