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 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 412 | 2,019 | SH | SOLE | 0 | 0 | 2,019 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 778 | 13,238 | SH | SOLE | 0 | 0 | 13,238 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 9,652 | 72,086 | SH | SOLE | 0 | 0 | 72,086 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 19,077 | 172,953 | SH | SOLE | 0 | 0 | 172,953 | ||
ISHARES TR | MIN VOL EAFE ETF | 46429B689 | 18,434 | 276,534 | SH | SOLE | 0 | 0 | 276,534 | ||
ISHARES TR | ESG 1 5 YR USD | 46435G243 | 215 | 8,804 | SH | SOLE | 0 | 0 | 8,804 | ||
ISHARES US ETF TR | INT RT HDG C B | 46431W705 | 20,981 | 231,397 | SH | SOLE | 0 | 0 | 231,397 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 258 | 10,963 | SH | SOLE | 0 | 0 | 10,963 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 214 | 4,283 | SH | SOLE | 0 | 0 | 4,283 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 5,583 | 22,341 | SH | SOLE | 0 | 0 | 22,341 | ||
SPDR SER TR | BLOMBERG BRC INV | 78468R200 | 2,460 | 81,001 | SH | SOLE | 0 | 0 | 81,001 | ||
SSGA ACTIVE ETF TR | MULT ASS RLRTN | 78467V103 | 7,728 | 339,684 | SH | SOLE | 0 | 0 | 339,684 | ||
SSGA ACTIVE ETF TR | BLKSTN GSOSRLN | 78467V608 | 3,579 | 80,073 | SH | SOLE | 0 | 0 | 80,073 | ||
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 33,057 | 697,836 | SH | SOLE | 0 | 0 | 697,836 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 14,379 | 146,795 | SH | SOLE | 0 | 0 | 146,795 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 1,468 | 26,104 | SH | SOLE | 0 | 0 | 26,104 |