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 | 320 | 1,500 | SH | SOLE | 0 | 0 | 1,500 | ||
DOMINION ENERGY INC | COM | 25746U109 | 337 | 4,356 | SH | SOLE | 0 | 0 | 4,356 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 10,042 | 195,225 | SH | SOLE | 0 | 0 | 195,225 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 6,109 | 54,863 | SH | SOLE | 0 | 0 | 54,863 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 6,839 | 38,157 | SH | SOLE | 0 | 0 | 38,157 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 7,069 | 60,645 | SH | SOLE | 0 | 0 | 60,645 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 3,726 | 73,891 | SH | SOLE | 0 | 0 | 73,891 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 10,552 | 171,858 | SH | SOLE | 0 | 0 | 171,858 | ||
ISHARES TR | MBS ETF | 464288588 | 4,182 | 38,867 | SH | SOLE | 0 | 0 | 38,867 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 10,062 | 327,554 | SH | SOLE | 0 | 0 | 327,554 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 3,483 | 44,498 | SH | SOLE | 0 | 0 | 44,498 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 7,910 | 207,056 | SH | SOLE | 0 | 0 | 207,056 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 7,233 | 37,234 | SH | SOLE | 0 | 0 | 37,234 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,519 | 22,271 | SH | SOLE | 0 | 0 | 22,271 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,547 | 14,516 | SH | SOLE | 0 | 0 | 14,516 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 1,823 | 18,126 | SH | SOLE | 0 | 0 | 18,126 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 1,911 | 33,300 | SH | SOLE | 0 | 0 | 33,300 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 7,410 | 47,098 | SH | SOLE | 0 | 0 | 47,098 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 5,668 | 44,549 | SH | SOLE | 0 | 0 | 44,549 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 228 | 1,398 | SH | SOLE | 0 | 0 | 1,398 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 297 | 3,675 | SH | SOLE | 0 | 0 | 3,675 | ||
JOHNSON &JOHNSON | COM | 478160104 | 318 | 2,280 | SH | SOLE | 0 | 0 | 2,280 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 240 | 1,465 | SH | SOLE | 0 | 0 | 1,465 | ||
STARBUCKS CORP | COM | 855244109 | 806 | 9,620 | SH | SOLE | 0 | 0 | 9,620 | ||
W P CAREY INC | COM | 92936U109 | 765 | 9,426 | SH | SOLE | 0 | 0 | 9,426 |