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 |
|
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 |
APPLE INC | COM | 037833100 | 209 | 1,062 | SH | SOLE | 0 | 0 | 1,062 | ||
MCDONALDS CORP | COM | 580135101 | 439 | 2,114 | SH | SOLE | 0 | 0 | 2,114 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 11,255 | 104,735 | SH | SOLE | 0 | 0 | 104,735 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 19,461 | 233,547 | SH | SOLE | 0 | 0 | 233,547 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 15,236 | 271,587 | SH | SOLE | 0 | 0 | 271,587 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 11,667 | 204,404 | SH | SOLE | 0 | 0 | 204,404 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 11,367 | 158,941 | SH | SOLE | 0 | 0 | 158,941 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 2,185 | 69,950 | SH | SOLE | 0 | 0 | 69,950 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 2,185 | 78,459 | SH | SOLE | 0 | 0 | 78,459 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 2,826 | 75,012 | SH | SOLE | 0 | 0 | 75,012 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 8,901 | 277,489 | SH | SOLE | 0 | 0 | 277,489 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 10,978 | 207,080 | SH | SOLE | 0 | 0 | 207,080 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 8,545 | 261,850 | SH | SOLE | 0 | 0 | 261,850 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,598 | 92,244 | SH | SOLE | 0 | 0 | 92,244 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 2,875 | 84,344 | SH | SOLE | 0 | 0 | 84,344 | ||
SPDR SERIES TRUST | ICE BOFAML BHYB | 78468R606 | 3,926 | 150,241 | SH | SOLE | 0 | 0 | 150,241 | ||
SPDR SERIES TRUST | PRTFLO S&P500 HI | 78468R788 | 3,752 | 98,566 | SH | SOLE | 0 | 0 | 98,566 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 202 | 750 | SH | SOLE | 0 | 0 | 750 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 244 | 1,311 | SH | SOLE | 0 | 0 | 1,311 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 22,037 | 168,769 | SH | SOLE | 0 | 0 | 168,769 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 217 | 3,804 | SH | SOLE | 0 | 0 | 3,804 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 3,959 | 77,307 | SH | SOLE | 0 | 0 | 77,307 |