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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 025072794 | 538,990 | 9,464 | SH | SOLE | 9,464 | 0 | 0 | |||
ISHARES TR | CORE S&P TTL STK | 464287150 | 13,734,935 | 145,822 | SH | SOLE | 145,822 | 0 | 0 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 7,306,854 | 17,015 | SH | SOLE | 17,015 | 0 | 0 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 6,239,930 | 66,354 | SH | SOLE | 66,354 | 0 | 0 | |||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 744,776 | 7,300 | SH | SOLE | 7,300 | 0 | 0 | |||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 3,166,474 | 46,280 | SH | SOLE | 46,280 | 0 | 0 | |||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 8,862,499 | 57,609 | SH | SOLE | 57,609 | 0 | 0 | |||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 851,032 | 3,413 | SH | SOLE | 3,413 | 0 | 0 | |||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 806,836 | 4,565 | SH | SOLE | 4,565 | 0 | 0 | |||
ISHARES TR | CORE S&P US VLU | 464287663 | 9,667,558 | 129,557 | SH | SOLE | 129,557 | 0 | 0 | |||
ISHARES TR | CORE S&P US GWT | 464287671 | 6,664,295 | 70,276 | SH | SOLE | 70,276 | 0 | 0 | |||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 5,530,701 | 54,797 | SH | SOLE | 54,797 | 0 | 0 | |||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 9,267,355 | 103,871 | SH | SOLE | 103,871 | 0 | 0 | |||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,455,675 | 14,152 | SH | SOLE | 14,152 | 0 | 0 | |||
ISHARES TR | MRGSTR MD CP GRW | 464288307 | 8,398,339 | 147,004 | SH | SOLE | 147,004 | 0 | 0 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 3,956,011 | 38,580 | SH | SOLE | 38,580 | 0 | 0 | |||
ISHARES TR | USD INV GRDE ETF | 464288620 | 10,997,839 | 228,788 | SH | SOLE | 228,788 | 0 | 0 | |||
ISHARES TR | RUS TP200 GR ETF | 464289438 | 8,831,380 | 57,410 | SH | SOLE | 57,410 | 0 | 0 | |||
ISHARES TR | US TREAS BD ETF | 46429B267 | 1,970,685 | 89,414 | SH | SOLE | 89,414 | 0 | 0 | |||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 2,139,425 | 44,576 | SH | SOLE | 44,576 | 0 | 0 | |||
ISHARES TR | CORE MSCI INTL | 46435G326 | 1,552,871 | 26,645 | SH | SOLE | 26,645 | 0 | 0 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 231,077 | 458 | SH | SOLE | 458 | 0 | 0 | |||
WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | 575,506 | 15,656 | SH | SOLE | 15,656 | 0 | 0 |