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 |
3M CO | COM | 88579Y101 | 201 | 1,151 | SH | SOLE | 0 | 0 | 1,151 | ||
ABBOTT LABS | COM | 002824100 | 690 | 6,300 | SH | SOLE | 0 | 0 | 6,300 | ||
ABBVIE INC | COM | 00287Y109 | 544 | 5,079 | SH | SOLE | 0 | 0 | 5,079 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 337 | 192 | SH | SOLE | 0 | 0 | 192 | ||
AMAZON COM INC | COM | 023135106 | 944 | 290 | SH | SOLE | 0 | 0 | 290 | ||
AMGEN INC | COM | 031162100 | 330 | 1,435 | SH | SOLE | 0 | 0 | 1,435 | ||
APPLE INC | COM | 037833100 | 3,953 | 29,792 | SH | SOLE | 0 | 0 | 29,792 | ||
APPLIED MATLS INC | COM | 038222105 | 437 | 5,059 | SH | SOLE | 0 | 0 | 5,059 | ||
AT&T INC | COM | 00206R102 | 255 | 8,873 | SH | SOLE | 0 | 0 | 8,873 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 696 | 1 | SH | SOLE | 0 | 0 | 1 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 8,158 | 35,183 | SH | SOLE | 0 | 0 | 35,183 | ||
BK OF AMERICA CORP | COM | 060505104 | 394 | 12,987 | SH | SOLE | 0 | 0 | 12,987 | ||
BLACKROCK INC | COM | 09247X101 | 323 | 448 | SH | SOLE | 0 | 0 | 448 | ||
BOEING CO | COM | 097023105 | 329 | 1,538 | SH | SOLE | 0 | 0 | 1,538 | ||
CATERPILLAR INC | COM | 149123101 | 258 | 1,418 | SH | SOLE | 0 | 0 | 1,418 | ||
DEERE & CO | COM | 244199105 | 302 | 1,122 | SH | SOLE | 0 | 0 | 1,122 | ||
DIREXION SHS ETF TR | DRX S&P500BULL | 25459W862 | 286 | 3,965 | SH | SOLE | 0 | 0 | 3,965 | ||
DISNEY WALT CO | COM | 254687106 | 661 | 3,649 | SH | SOLE | 0 | 0 | 3,649 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 519 | 84,007 | SH | SOLE | 0 | 0 | 84,007 | ||
EXXON MOBIL CORP | COM | 30231G102 | 319 | 7,731 | SH | SOLE | 0 | 0 | 7,731 | ||
FACEBOOK INC | CL A | 30303M102 | 204 | 746 | SH | SOLE | 0 | 0 | 746 | ||
HOME DEPOT INC | COM | 437076102 | 228 | 857 | SH | SOLE | 0 | 0 | 857 | ||
HUNTINGTON BANCSHARES INC | COM | 446150104 | 448 | 35,470 | SH | SOLE | 0 | 0 | 35,470 | ||
INTEL CORP | COM | 458140100 | 329 | 6,604 | SH | SOLE | 0 | 0 | 6,604 | ||
ISHARES TR | COHEN STEER REIT | 464287564 | 265 | 4,921 | SH | SOLE | 0 | 0 | 4,921 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 218 | 4,870 | SH | SOLE | 0 | 0 | 4,870 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 21,229 | 92,367 | SH | SOLE | 0 | 0 | 92,367 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 16,036 | 174,493 | SH | SOLE | 0 | 0 | 174,493 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 46,836 | 124,766 | SH | SOLE | 0 | 0 | 124,766 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 765 | 6,472 | SH | SOLE | 0 | 0 | 6,472 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 452 | 6,618 | SH | SOLE | 0 | 0 | 6,618 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 9,737 | 206,297 | SH | SOLE | 0 | 0 | 206,297 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 12,875 | 176,469 | SH | SOLE | 0 | 0 | 176,469 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 842 | 16,291 | SH | SOLE | 0 | 0 | 16,291 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,139 | 4,724 | SH | SOLE | 0 | 0 | 4,724 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 371 | 1,658 | SH | SOLE | 0 | 0 | 1,658 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 422 | 4,392 | SH | SOLE | 0 | 0 | 4,392 | ||
ISHARES TR | U.S. REAL ES ETF | 464287739 | 267 | 3,118 | SH | SOLE | 0 | 0 | 3,118 | ||
JOHNSON & JOHNSON | COM | 478160104 | 420 | 2,667 | SH | SOLE | 0 | 0 | 2,667 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 736 | 5,796 | SH | SOLE | 0 | 0 | 5,796 | ||
LANCASTER COLONY CORP | COM | 513847103 | 607 | 3,304 | SH | SOLE | 0 | 0 | 3,304 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 299 | 841 | SH | SOLE | 0 | 0 | 841 | ||
MCDONALDS CORP | COM | 580135101 | 355 | 1,653 | SH | SOLE | 0 | 0 | 1,653 | ||
MERCK & CO. INC | COM | 58933Y105 | 476 | 5,815 | SH | SOLE | 0 | 0 | 5,815 | ||
MICROSOFT CORP | COM | 594918104 | 1,853 | 8,333 | SH | SOLE | 0 | 0 | 8,333 | ||
NETFLIX INC | COM | 64110L106 | 200 | 370 | SH | SOLE | 0 | 0 | 370 | ||
NIKE INC | CL B | 654106103 | 682 | 4,820 | SH | SOLE | 0 | 0 | 4,820 | ||
PACKAGING CORP AMER | COM | 695156109 | 4,729 | 34,293 | SH | SOLE | 0 | 0 | 34,293 | ||
PEPSICO INC | COM | 713448108 | 395 | 2,665 | SH | SOLE | 0 | 0 | 2,665 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,821 | 13,087 | SH | SOLE | 0 | 0 | 13,087 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 371 | 12,104 | SH | SOLE | 0 | 0 | 12,104 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 17,508 | 486,212 | SH | SOLE | 0 | 0 | 486,212 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 1,452 | 38,577 | SH | SOLE | 0 | 0 | 38,577 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 220 | 5,123 | SH | SOLE | 0 | 0 | 5,123 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 4,975 | 88,798 | SH | SOLE | 0 | 0 | 88,798 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 41,847 | 459,910 | SH | SOLE | 0 | 0 | 459,910 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 674 | 5,251 | SH | SOLE | 0 | 0 | 5,251 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 2,141 | 23,537 | SH | SOLE | 0 | 0 | 23,537 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 17,392 | 255,084 | SH | SOLE | 0 | 0 | 255,084 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 207 | 5,459 | SH | SOLE | 0 | 0 | 5,459 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 13,523 | 151,945 | SH | SOLE | 0 | 0 | 151,945 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,816 | 4,857 | SH | SOLE | 0 | 0 | 4,857 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 222 | 3,186 | SH | SOLE | 0 | 0 | 3,186 | ||
TESLA INC | COM | 88160R101 | 1,255 | 1,778 | SH | SOLE | 0 | 0 | 1,778 | ||
TEXAS INSTRS INC | COM | 882508104 | 1,116 | 6,798 | SH | SOLE | 0 | 0 | 6,798 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 654 | 4,207 | SH | SOLE | 0 | 0 | 4,207 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 401 | 2,392 | SH | SOLE | 0 | 0 | 2,392 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 652 | 2,572 | SH | SOLE | 0 | 0 | 2,572 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 481 | 2,268 | SH | SOLE | 0 | 0 | 2,268 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,982 | 5,766 | SH | SOLE | 0 | 0 | 5,766 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 30,539 | 114,096 | SH | SOLE | 0 | 0 | 114,096 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,300 | 6,677 | SH | SOLE | 0 | 0 | 6,677 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 278 | 2,336 | SH | SOLE | 0 | 0 | 2,336 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 973 | 16,664 | SH | SOLE | 0 | 0 | 16,664 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 231 | 1,895 | SH | SOLE | 0 | 0 | 1,895 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 352 | 6,880 | SH | SOLE | 0 | 0 | 6,880 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 378 | 8,001 | SH | SOLE | 0 | 0 | 8,001 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 444 | 1,986 | SH | SOLE | 0 | 0 | 1,986 | ||
VANGUARD WORLD FDS | UTILITIES ETF | 92204A876 | 221 | 1,607 | SH | SOLE | 0 | 0 | 1,607 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 330 | 5,618 | SH | SOLE | 0 | 0 | 5,618 | ||
WALMART INC | COM | 931142103 | 1,503 | 10,430 | SH | SOLE | 0 | 0 | 10,430 | ||
WORTHINGTON INDS INC | COM | 981811102 | 427 | 8,317 | SH | SOLE | 0 | 0 | 8,317 |