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 | 2,078 | 660 | SH | SOLE | 0 | 0 | 660 | ||
AMGEN INC | COM | 031162100 | 203 | 797 | SH | SOLE | 0 | 0 | 797 | ||
APPLE INC | COM | 037833100 | 2,553 | 22,046 | SH | SOLE | 0 | 0 | 22,046 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,095 | 5,140 | SH | SOLE | 0 | 0 | 5,140 | ||
EBAY INC. | COM | 278642103 | 219 | 4,200 | SH | SOLE | 0 | 0 | 4,200 | ||
HOME DEPOT INC | COM | 437076102 | 783 | 2,821 | SH | SOLE | 0 | 0 | 2,821 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 3,242 | 9,647 | SH | SOLE | 0 | 0 | 9,647 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,659 | 15,349 | SH | SOLE | 0 | 0 | 15,349 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 296 | 2,555 | SH | SOLE | 0 | 0 | 2,555 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 1,145 | 20,851 | SH | SOLE | 0 | 0 | 20,851 | ||
JOHNSON & JOHNSON | COM | 478160104 | 270 | 1,814 | SH | SOLE | 0 | 0 | 1,814 | ||
MICROSOFT CORP | COM | 594918104 | 1,401 | 6,662 | SH | SOLE | 0 | 0 | 6,662 | ||
TJX COS INC NEW | COM | 872540109 | 133,769 | 2,403,762 | SH | SOLE | 0 | 0 | 2,403,762 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 280 | 2,176 | SH | SOLE | 0 | 0 | 2,176 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 305 | 3,863 | SH | SOLE | 0 | 0 | 3,863 | ||
AT&T INC | COM | 00206R102 | 266 | 9,342 | SH | SOLE | 0 | 0 | 9,342 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 682 | 465 | SH | SOLE | 0 | 0 | 465 | ||
BRP GROUP INC | COM CL A | 05589G102 | 229 | 9,190 | SH | SOLE | 0 | 0 | 9,190 | ||
BLACKSTONE GROUP INC | COM CL A | 09260D107 | 268 | 5,125 | SH | SOLE | 0 | 0 | 5,125 | ||
EXXON MOBIL CORP | COM | 30231G102 | 338 | 9,854 | SH | SOLE | 0 | 0 | 9,854 | ||
FACEBOOK INC | CL A | 30303M102 | 451 | 1,722 | SH | SOLE | 0 | 0 | 1,722 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 225 | 2,340 | SH | SOLE | 0 | 0 | 2,340 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 222 | 800 | SH | SOLE | 0 | 0 | 800 | ||
NVIDIA CORPORATION | COM | 67066G104 | 249 | 460 | SH | SOLE | 0 | 0 | 460 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 309 | 1,566 | SH | SOLE | 0 | 0 | 1,566 | ||
SIRIUS XM HOLDINGS INC | COM | 82968B103 | 107 | 20,000 | SH | SOLE | 0 | 0 | 20,000 | ||
3M CO | COM | 88579Y101 | 593 | 3,700 | SH | SOLE | 0 | 0 | 3,700 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 312 | 5,238 | SH | SOLE | 0 | 0 | 5,238 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 636 | 15,378 | SH | SOLE | 0 | 0 | 15,378 | ||
SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | 332 | 1,370 | SH | SOLE | 0 | 0 | 1,370 |