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 |
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 230 | 4,163 | SH | SOLE | 0 | 0 | 4,163 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 3,220 | 39,191 | SH | SOLE | 0 | 0 | 39,191 | ||
JOHNSON & JOHNSON | COM | 478160104 | 312 | 1,891 | SH | SOLE | 0 | 0 | 1,891 | ||
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 475 | 6,785 | SH | SOLE | 0 | 0 | 6,785 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 25,824 | 248,377 | SH | SOLE | 0 | 0 | 248,377 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 2,313 | 30,583 | SH | SOLE | 0 | 0 | 30,583 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 1,144 | 11,329 | SH | SOLE | 0 | 0 | 11,329 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 232 | 540 | SH | SOLE | 0 | 0 | 540 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,828 | 25,034 | SH | SOLE | 0 | 0 | 25,034 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 15,269 | 104,614 | SH | SOLE | 0 | 0 | 104,614 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 14,534 | 266,195 | SH | SOLE | 0 | 0 | 266,195 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 9,756 | 247,305 | SH | SOLE | 0 | 0 | 247,305 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 1,260 | 4,623 | SH | SOLE | 0 | 0 | 4,623 | ||
AMAZON COM INC | COM | 023135106 | 289 | 84 | SH | SOLE | 0 | 0 | 84 | ||
MICROSOFT CORP | COM | 594918104 | 297 | 1,098 | SH | SOLE | 0 | 0 | 1,098 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 3,612 | 34,668 | SH | SOLE | 0 | 0 | 34,668 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 8,819 | 111,801 | SH | SOLE | 0 | 0 | 111,801 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US BM | 808524789 | 715 | 13,145 | SH | SOLE | 0 | 0 | 13,145 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 7,491 | 71,501 | SH | SOLE | 0 | 0 | 71,501 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 235 | 466 | SH | SOLE | 0 | 0 | 466 | ||
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 200 | 2,182 | SH | SOLE | 0 | 0 | 2,182 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 485 | 6,123 | SH | SOLE | 0 | 0 | 6,123 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 6,324 | 80,794 | SH | SOLE | 0 | 0 | 80,794 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 2,652 | 5,401 | SH | SOLE | 0 | 0 | 5,401 | ||
CISCO SYS INC | COM | 17275R102 | 252 | 4,752 | SH | SOLE | 0 | 0 | 4,752 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 328 | 766 | SH | SOLE | 0 | 0 | 766 | ||
APPLE INC | COM | 037833100 | 580 | 4,233 | SH | SOLE | 0 | 0 | 4,233 |