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 | 12,753 | 39,454 | SH | SOLE | 0 | 0 | 39,454 | ||
AMAZON COM INC | COM | 023135106 | 484 | 262 | SH | SOLE | 0 | 0 | 262 | ||
ALTRIA GROUP INC | COM | 02209S103 | 216 | 4,336 | SH | SOLE | 0 | 0 | 4,336 | ||
AT&T INC | COM | 00206R102 | 585 | 14,962 | SH | SOLE | 0 | 0 | 14,962 | ||
PPG INDS INC | COM | 693506107 | 1,891 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 356 | 5,806 | SH | SOLE | 0 | 0 | 5,806 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,967 | 90,806 | SH | SOLE | 0 | 0 | 90,806 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 6,088 | 94,357 | SH | SOLE | 0 | 0 | 94,357 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 6,594 | 157,349 | SH | SOLE | 0 | 0 | 157,349 | ||
SPDR SERIES TRUST | PORTFOLIO TL STK | 78464A805 | 17,369 | 435,756 | SH | SOLE | 0 | 0 | 435,756 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 224 | 1,796 | SH | SOLE | 0 | 0 | 1,796 | ||
MCDONALDS CORP | COM | 580135101 | 437 | 2,211 | SH | SOLE | 0 | 0 | 2,211 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 332 | 2,978 | SH | SOLE | 0 | 0 | 2,978 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 500 | 3,053 | SH | SOLE | 0 | 0 | 3,053 | ||
APPLE INC | COM | 037833100 | 785 | 2,673 | SH | SOLE | 0 | 0 | 2,673 | ||
SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | 7,651 | 219,173 | SH | SOLE | 0 | 0 | 219,173 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 739 | 16,618 | SH | SOLE | 0 | 0 | 16,618 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,362 | 11,367 | SH | SOLE | 0 | 0 | 11,367 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,905 | 21,918 | SH | SOLE | 0 | 0 | 21,918 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,622 | 11,830 | SH | SOLE | 0 | 0 | 11,830 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,226 | 25,511 | SH | SOLE | 0 | 0 | 25,511 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 805 | 4,419 | SH | SOLE | 0 | 0 | 4,419 | ||
WESTELL TECHNOLOGIES INC | CL A NEW | 957541204 | 9 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,918 | 9,652 | SH | SOLE | 0 | 0 | 9,652 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 8,346 | 167,146 | SH | SOLE | 0 | 0 | 167,146 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 8,038 | 92,957 | SH | SOLE | 0 | 0 | 92,957 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 6,636 | 121,138 | SH | SOLE | 0 | 0 | 121,138 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 1,811 | 12,247 | SH | SOLE | 0 | 0 | 12,247 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,425 | 8,975 | SH | SOLE | 0 | 0 | 8,975 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 835 | 7,006 | SH | SOLE | 0 | 0 | 7,006 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 6,761 | 118,424 | SH | SOLE | 0 | 0 | 118,424 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 561 | 10,434 | SH | SOLE | 0 | 0 | 10,434 | ||
VANGUARD BD INDEX FD INC | INTERMED TERM | 921937819 | 837 | 9,601 | SH | SOLE | 0 | 0 | 9,601 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 18,675 | 515,462 | SH | SOLE | 0 | 0 | 515,462 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 4,772 | 126,959 | SH | SOLE | 0 | 0 | 126,959 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 4,929 | 111,872 | SH | SOLE | 0 | 0 | 111,872 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 567 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 348 | 4,084 | SH | SOLE | 0 | 0 | 4,084 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 26,929 | 858,985 | SH | SOLE | 0 | 0 | 858,985 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | 9,014 | 306,802 | SH | SOLE | 0 | 0 | 306,802 | ||
XPEL INC | COM | 98379L100 | 621 | 42,400 | SH | SOLE | 0 | 0 | 42,400 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 1,977 | 24,416 | SH | SOLE | 0 | 0 | 24,416 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,823 | 17,073 | SH | SOLE | 0 | 0 | 17,073 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,367 | 4,620 | SH | SOLE | 0 | 0 | 4,620 | ||
SPDR SERIES TRUST | PORTFOLIO SM ETF | 78468R853 | 16,412 | 502,965 | SH | SOLE | 0 | 0 | 502,965 |