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 | INTL CORE EQT MK | 25434V203 | 2,489 | 103,106 | SH | SOLE | 0 | 0 | 103,106 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 1,536 | 66,309 | SH | SOLE | 0 | 0 | 66,309 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 3,306 | 68,883 | SH | SOLE | 0 | 0 | 68,883 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 1,037 | 26,626 | SH | SOLE | 0 | 0 | 26,626 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 28,287 | 74,606 | SH | SOLE | 0 | 0 | 74,606 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 20,060 | 197,282 | SH | SOLE | 0 | 0 | 197,282 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 2,928 | 48,896 | SH | SOLE | 0 | 0 | 48,896 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 14,259 | 154,297 | SH | SOLE | 0 | 0 | 154,297 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 282 | 5,888 | SH | SOLE | 0 | 0 | 5,888 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 21,014 | 273,659 | SH | SOLE | 0 | 0 | 273,659 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 285 | 3,783 | SH | SOLE | 0 | 0 | 3,783 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 426 | 8,603 | SH | SOLE | 0 | 0 | 8,603 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 915 | 4,972 | SH | SOLE | 0 | 0 | 4,972 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 9,874 | 108,379 | SH | SOLE | 0 | 0 | 108,379 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 436 | 8,456 | SH | SOLE | 0 | 0 | 8,456 |