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 |
|
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 |
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 967 | 35,338 | SH | SOLE | 0 | 0 | 35,338 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 1,701 | 57,515 | SH | SOLE | 0 | 0 | 57,515 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 1,284 | 28,249 | SH | SOLE | 0 | 0 | 28,249 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 4,031 | 55,349 | SH | SOLE | 0 | 0 | 55,349 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 21,627 | 189,574 | SH | SOLE | 0 | 0 | 189,574 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 3,904 | 68,393 | SH | SOLE | 0 | 0 | 68,393 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 16,754 | 146,309 | SH | SOLE | 0 | 0 | 146,309 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 34,778 | 72,912 | SH | SOLE | 0 | 0 | 72,912 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 292 | 5,417 | SH | SOLE | 0 | 0 | 5,417 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 21,919 | 271,170 | SH | SOLE | 0 | 0 | 271,170 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 329 | 5,958 | SH | SOLE | 0 | 0 | 5,958 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 342 | 1,418 | SH | SOLE | 0 | 0 | 1,418 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 12,004 | 103,476 | SH | SOLE | 0 | 0 | 103,476 |