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 | 1,527 | 76,001 | SH | SOLE | 0 | 0 | 76,001 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 2,718 | 126,018 | SH | SOLE | 0 | 0 | 126,018 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 3,129 | 69,880 | SH | SOLE | 0 | 0 | 69,880 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 895 | 24,439 | SH | SOLE | 0 | 0 | 24,439 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 2,843 | 51,266 | SH | SOLE | 0 | 0 | 51,266 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 19,144 | 198,708 | SH | SOLE | 0 | 0 | 198,708 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 13,555 | 155,470 | SH | SOLE | 0 | 0 | 155,470 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 27,111 | 75,593 | SH | SOLE | 0 | 0 | 75,593 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 267 | 5,888 | SH | SOLE | 0 | 0 | 5,888 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 317 | 4,444 | SH | SOLE | 0 | 0 | 4,444 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 20,504 | 274,045 | SH | SOLE | 0 | 0 | 274,045 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 435 | 9,108 | SH | SOLE | 0 | 0 | 9,108 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 989 | 5,635 | SH | SOLE | 0 | 0 | 5,635 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 8,846 | 110,343 | SH | SOLE | 0 | 0 | 110,343 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 458 | 9,998 | SH | SOLE | 0 | 0 | 9,998 |