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 | 19,299 | 74,688 | SH | SOLE | 0 | 0 | 74,688 | ||
AMAZON COM INC | COM | 023135106 | 517 | 265 | SH | SOLE | 0 | 0 | 265 | ||
MICROSOFT CORP | COM | 594918104 | 227 | 1,440 | SH | SOLE | 0 | 0 | 1,440 | ||
AT&T INC | COM | 00206R102 | 420 | 14,404 | SH | SOLE | 0 | 0 | 14,404 | ||
PPG INDS INC | COM | 693506107 | 1,184 | 14,164 | SH | SOLE | 0 | 0 | 14,164 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 342 | 6,360 | SH | SOLE | 0 | 0 | 6,360 | ||
SPDR SER TR | S&P 600 SMCP VAL | 78464A300 | 5,154 | 126,134 | SH | SOLE | 0 | 0 | 126,134 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 5,047 | 109,286 | SH | SOLE | 0 | 0 | 109,286 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 6,584 | 184,213 | SH | SOLE | 0 | 0 | 184,213 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | 4,499 | 143,037 | SH | SOLE | 0 | 0 | 143,037 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 258 | 2,990 | SH | SOLE | 0 | 0 | 2,990 | ||
APPLE INC | COM | 037833100 | 680 | 2,674 | SH | SOLE | 0 | 0 | 2,674 | ||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 6,688 | 258,836 | SH | SOLE | 0 | 0 | 258,836 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 1,229 | 36,645 | SH | SOLE | 0 | 0 | 36,645 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 778 | 8,736 | SH | SOLE | 0 | 0 | 8,736 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,744 | 36,038 | SH | SOLE | 0 | 0 | 36,038 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 844 | 9,505 | SH | SOLE | 0 | 0 | 9,505 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 4,602 | 39,863 | SH | SOLE | 0 | 0 | 39,863 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 670 | 4,274 | SH | SOLE | 0 | 0 | 4,274 | ||
WESTELL TECHNOLOGIES INC | CL A NEW | 957541204 | 8 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,242 | 8,262 | SH | SOLE | 0 | 0 | 8,262 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 7,133 | 199,858 | SH | SOLE | 0 | 0 | 199,858 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 6,707 | 94,324 | SH | SOLE | 0 | 0 | 94,324 | ||
SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | 5,395 | 153,012 | SH | SOLE | 0 | 0 | 153,012 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 291 | 2,458 | SH | SOLE | 0 | 0 | 2,458 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,316 | 10,385 | SH | SOLE | 0 | 0 | 10,385 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 761 | 9,356 | SH | SOLE | 0 | 0 | 9,356 | ||
SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | 5,326 | 124,385 | SH | SOLE | 0 | 0 | 124,385 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 233 | 5,684 | SH | SOLE | 0 | 0 | 5,684 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 2,773 | 31,044 | SH | SOLE | 0 | 0 | 31,044 | ||
SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | 14,517 | 573,109 | SH | SOLE | 0 | 0 | 573,109 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 3,944 | 138,579 | SH | SOLE | 0 | 0 | 138,579 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 6,662 | 199,818 | SH | SOLE | 0 | 0 | 199,818 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,122 | 18,774 | SH | SOLE | 0 | 0 | 18,774 | ||
FIRST MERCHANTS CORP | COM | 320817109 | 361 | 13,622 | SH | SOLE | 0 | 0 | 13,622 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 259 | 3,549 | SH | SOLE | 0 | 0 | 3,549 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 21,557 | 900,446 | SH | SOLE | 0 | 0 | 900,446 | ||
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 11,427 | 378,131 | SH | SOLE | 0 | 0 | 378,131 | ||
XPEL INC | COM | 98379L100 | 441 | 44,000 | SH | SOLE | 0 | 0 | 44,000 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 391 | 6,234 | SH | SOLE | 0 | 0 | 6,234 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 313 | 2,949 | SH | SOLE | 0 | 0 | 2,949 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 4,824 | 20,372 | SH | SOLE | 0 | 0 | 20,372 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 16,248 | 288,809 | SH | SOLE | 0 | 0 | 288,809 | ||
SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | 13,640 | 624,559 | SH | SOLE | 0 | 0 | 624,559 |