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 |
ISHARES TR | CORE S&P500 ETF | 464287200 | 12,016 | 39,394 | SH | SOLE | 0 | 0 | 39,394 | ||
AMAZON COM INC | COM | 000000000 | 466 | 262 | SH | SOLE | 0 | 0 | 262 | ||
AT&T INC | COM | 00206R102 | 606 | 15,756 | SH | SOLE | 0 | 0 | 15,756 | ||
PPG INDS INC | COM | 693506107 | 1,752 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 349 | 5,806 | SH | SOLE | 0 | 0 | 5,806 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,621 | 88,764 | SH | SOLE | 0 | 0 | 88,764 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 5,590 | 90,995 | SH | SOLE | 0 | 0 | 90,995 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 6,118 | 155,004 | SH | SOLE | 0 | 0 | 155,004 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 16,275 | 433,204 | SH | SOLE | 0 | 0 | 433,204 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 344 | 2,722 | SH | SOLE | 0 | 0 | 2,722 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 290 | 2,965 | SH | SOLE | 0 | 0 | 2,965 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 511 | 3,313 | SH | SOLE | 0 | 0 | 3,313 | ||
APPLE INC | COM | 000000000 | 588 | 2,361 | SH | SOLE | 0 | 0 | 2,361 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 7,123 | 216,363 | SH | SOLE | 0 | 0 | 216,363 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 723 | 17,118 | SH | SOLE | 0 | 0 | 17,118 | ||
ABERCROMBIE & FITCH CO | CL A | 000000000 | 175 | 10,115 | SH | SOLE | 0 | 0 | 10,115 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,302 | 11,459 | SH | SOLE | 0 | 0 | 11,459 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,865 | 22,728 | SH | SOLE | 0 | 0 | 22,728 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,592 | 12,075 | SH | SOLE | 0 | 0 | 12,075 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,175 | 26,511 | SH | SOLE | 0 | 0 | 26,511 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 754 | 4,419 | SH | SOLE | 0 | 0 | 4,419 | ||
WESTELL TECHNOLOGIES INC | CL A NEW | 957541204 | 13 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,816 | 9,762 | SH | SOLE | 0 | 0 | 9,762 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 8,082 | 164,040 | SH | SOLE | 0 | 0 | 164,040 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 7,663 | 92,834 | SH | SOLE | 0 | 0 | 92,834 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 6,320 | 120,572 | SH | SOLE | 0 | 0 | 120,572 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,712 | 12,281 | SH | SOLE | 0 | 0 | 12,281 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,361 | 8,995 | SH | SOLE | 0 | 0 | 8,995 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 801 | 7,031 | SH | SOLE | 0 | 0 | 7,031 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 6,485 | 118,864 | SH | SOLE | 0 | 0 | 118,864 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 539 | 10,434 | SH | SOLE | 0 | 0 | 10,434 | ||
VANGUARD BD INDEX FD INC | INTERMED TERM | 921937819 | 793 | 9,072 | SH | SOLE | 0 | 0 | 9,072 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 17,425 | 502,605 | SH | SOLE | 0 | 0 | 502,605 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 4,474 | 124,394 | SH | SOLE | 0 | 0 | 124,394 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 4,912 | 115,903 | SH | SOLE | 0 | 0 | 115,903 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 540 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 345 | 4,204 | SH | SOLE | 0 | 0 | 4,204 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 25,752 | 850,177 | SH | SOLE | 0 | 0 | 850,177 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 9,009 | 306,312 | SH | SOLE | 0 | 0 | 306,312 | ||
XPEL INC | COM | 98379L100 | 489 | 45,400 | SH | SOLE | 0 | 0 | 45,400 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 1,769 | 22,985 | SH | SOLE | 0 | 0 | 22,985 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,811 | 16,998 | SH | SOLE | 0 | 0 | 16,998 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,133 | 4,067 | SH | SOLE | 0 | 0 | 4,067 | ||
SPDR SERIES TRUST | PORTFOLIO SM ETF | 78468R853 | 15,336 | 495,999 | SH | SOLE | 0 | 0 | 495,999 |