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 |
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 1,189 | 45,320 | SH | SOLE | 0 | 0 | 45,320 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 2,025 | 71,935 | SH | SOLE | 0 | 0 | 71,935 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 3,437 | 49,861 | SH | SOLE | 0 | 0 | 49,861 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 20,606 | 192,399 | SH | SOLE | 0 | 0 | 192,399 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 1,158 | 26,960 | SH | SOLE | 0 | 0 | 26,960 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 3,653 | 67,697 | SH | SOLE | 0 | 0 | 67,697 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 16,072 | 148,977 | SH | SOLE | 0 | 0 | 148,977 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 33,099 | 73,031 | SH | SOLE | 0 | 0 | 73,031 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 274 | 4,680 | SH | SOLE | 0 | 0 | 4,680 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 218 | 2,737 | SH | SOLE | 0 | 0 | 2,737 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 21,256 | 272,308 | SH | SOLE | 0 | 0 | 272,308 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 404 | 6,764 | SH | SOLE | 0 | 0 | 6,764 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 11,391 | 105,214 | SH | SOLE | 0 | 0 | 105,214 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 723 | 3,176 | SH | SOLE | 0 | 0 | 3,176 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 356 | 5,966 | SH | SOLE | 0 | 0 | 5,966 |