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 |
AMAZON COM INC | COM | 023135106 | 535 | 308 | SH | SOLE | 0 | 0 | 308 | ||
APPLE INC | COM | 037833100 | 577 | 2,578 | SH | SOLE | 0 | 0 | 2,578 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 571 | 2,746 | SH | SOLE | 0 | 0 | 2,746 | ||
BOEING CO | COM | 097023105 | 326 | 858 | SH | SOLE | 0 | 0 | 858 | ||
COCA COLA CO | COM | 191216100 | 241 | 4,430 | SH | SOLE | 0 | 0 | 4,430 | ||
DOMINION ENERGY INC | COM | 25746U109 | 207 | 2,555 | SH | SOLE | 0 | 0 | 2,555 | ||
EXXON MOBIL CORP | COM | 30231G102 | 208 | 2,946 | SH | SOLE | 0 | 0 | 2,946 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2019 HY | 46138J403 | 214 | 8,949 | SH | SOLE | 0 | 0 | 8,949 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 19,532 | 165,724 | SH | SOLE | 0 | 0 | 165,724 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 46137V266 | 5,548 | 46,847 | SH | SOLE | 0 | 0 | 46,847 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 257 | 1,612 | SH | SOLE | 0 | 0 | 1,612 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 928 | 6,130 | SH | SOLE | 0 | 0 | 6,130 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 256 | 3,924 | SH | SOLE | 0 | 0 | 3,924 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 511 | 9,134 | SH | SOLE | 0 | 0 | 9,134 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 484 | 11,832 | SH | SOLE | 0 | 0 | 11,832 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 413 | 3,649 | SH | SOLE | 0 | 0 | 3,649 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 635 | 9,464 | SH | SOLE | 0 | 0 | 9,464 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 6,388 | 162,585 | SH | SOLE | 0 | 0 | 162,585 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 2,193 | 61,499 | SH | SOLE | 0 | 0 | 61,499 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 1,976 | 42,905 | SH | SOLE | 0 | 0 | 42,905 | ||
ISHARES TR | MRNGSTR INC ETF | 46432F875 | 256 | 10,243 | SH | SOLE | 0 | 0 | 10,243 | ||
JOHNSON & JOHNSON | COM | 478160104 | 359 | 2,775 | SH | SOLE | 0 | 0 | 2,775 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 321 | 2,724 | SH | SOLE | 0 | 0 | 2,724 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 359 | 921 | SH | SOLE | 0 | 0 | 921 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 289 | 2,324 | SH | SOLE | 0 | 0 | 2,324 | ||
MCDONALDS CORP | COM | 580135101 | 204 | 951 | SH | SOLE | 0 | 0 | 951 | ||
MICROSOFT CORP | COM | 594918104 | 768 | 5,525 | SH | SOLE | 0 | 0 | 5,525 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 318 | 849 | SH | SOLE | 0 | 0 | 849 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 327 | 2,633 | SH | SOLE | 0 | 0 | 2,633 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 2,930 | 91,977 | SH | SOLE | 0 | 0 | 91,977 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 3,427 | 40,798 | SH | SOLE | 0 | 0 | 40,798 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 1,464 | 58,264 | SH | SOLE | 0 | 0 | 58,264 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 335 | 5,927 | SH | SOLE | 0 | 0 | 5,927 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 2,377 | 44,147 | SH | SOLE | 0 | 0 | 44,147 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 1,528 | 40,473 | SH | SOLE | 0 | 0 | 40,473 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 5,134 | 129,812 | SH | SOLE | 0 | 0 | 129,812 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 393 | 1,325 | SH | SOLE | 0 | 0 | 1,325 | ||
SPDR SERIES TRUST | PRTFLO S&P500 GW | 78464A409 | 17,097 | 439,631 | SH | SOLE | 0 | 0 | 439,631 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 209 | 2,037 | SH | SOLE | 0 | 0 | 2,037 | ||
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 4,287 | 87,071 | SH | SOLE | 0 | 0 | 87,071 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 384 | 1,765 | SH | SOLE | 0 | 0 | 1,765 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 12,936 | 153,217 | SH | SOLE | 0 | 0 | 153,217 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 2,696 | 23,177 | SH | SOLE | 0 | 0 | 23,177 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 11,256 | 273,992 | SH | SOLE | 0 | 0 | 273,992 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 233 | 3,865 | SH | SOLE | 0 | 0 | 3,865 |