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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 15,223,608 | 152,771 | SH | SOLE | 0 | 0 | 152,771 | |||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 742,590 | 4,705 | SH | SOLE | 0 | 0 | 4,705 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,443,399 | 7,768 | SH | SOLE | 0 | 0 | 7,768 | |||
AMAZON COM INC | COM | 023135106 | 203,362 | 1,560 | SH | SOLE | 0 | 0 | 1,560 | |||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 984,880 | 6,063 | SH | SOLE | 0 | 0 | 6,063 | |||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 828,165 | 3,760 | SH | SOLE | 0 | 0 | 3,760 | |||
APPLE INC | COM | 037833100 | 830,388 | 4,281 | SH | SOLE | 0 | 0 | 4,281 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 2,385,768 | 24,357 | SH | SOLE | 0 | 0 | 24,357 | |||
SMARTFINANCIAL INC | COM NEW | 83190L208 | 247,010 | 11,484 | SH | SOLE | 0 | 0 | 11,484 | |||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 445,560 | 8,189 | SH | SOLE | 0 | 0 | 8,189 | |||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 32,525,824 | 411,563 | SH | SOLE | 0 | 0 | 411,563 | |||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 110,636,412 | 2,139,969 | SH | SOLE | 0 | 0 | 2,139,969 | |||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 38,999,622 | 1,093,959 | SH | SOLE | 0 | 0 | 1,093,959 | |||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 23,559,557 | 401,629 | SH | SOLE | 0 | 0 | 401,629 | |||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | 21,646,987 | 470,689 | SH | SOLE | 0 | 0 | 470,689 | |||
TESLA INC | COM | 88160R101 | 398,414 | 1,522 | SH | SOLE | 0 | 0 | 1,522 | |||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 29,860,060 | 411,182 | SH | SOLE | 0 | 0 | 411,182 |