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 | 839 | 244 | SH | SOLE | 0 | 0 | 0 | 244 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 258 | 929 | SH | SOLE | 0 | 0 | 0 | 929 | |
AMGEN INC | COM | 031162100 | 733 | 3,006 | SH | SOLE | 0 | 0 | 0 | 3,006 | |
ORACLE CORP | COM | 68389X105 | 640 | 8,216 | SH | SOLE | 0 | 0 | 0 | 8,216 | |
DISNEY WALT CO | COM | 254687106 | 621 | 3,531 | SH | SOLE | 0 | 0 | 0 | 3,531 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 2,526 | 9,273 | SH | SOLE | 0 | 0 | 0 | 9,273 | |
JOHNSON & JOHNSON | COM | 478160104 | 424 | 2,575 | SH | SOLE | 0 | 0 | 0 | 2,575 | |
PFIZER INC | COM | 717081103 | 210 | 5,374 | SH | SOLE | 0 | 0 | 0 | 5,374 | |
MICROSOFT CORP | COM | 594918104 | 1,808 | 6,674 | SH | SOLE | 0 | 0 | 0 | 6,674 | |
UNITED PARCEL SERVICE INC | CL B | 911312106 | 304 | 1,464 | SH | SOLE | 0 | 0 | 0 | 1,464 | |
CISCO SYS INC | COM | 17275R102 | 429 | 8,098 | SH | SOLE | 0 | 0 | 0 | 8,098 | |
PEPSICO INC | COM | 713448108 | 853 | 5,759 | SH | SOLE | 0 | 0 | 0 | 5,759 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 44,518 | 287,602 | SH | SOLE | 0 | 0 | 0 | 287,602 | |
DEERE & CO | COM | 244199105 | 742 | 2,104 | SH | SOLE | 0 | 0 | 0 | 2,104 | |
WALMART INC | COM | 931142103 | 541 | 3,834 | SH | SOLE | 0 | 0 | 0 | 3,834 | |
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 211 | 1,102 | SH | SOLE | 0 | 0 | 0 | 1,102 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 214 | 1,585 | SH | SOLE | 0 | 0 | 0 | 1,585 | |
HOME DEPOT INC | COM | 437076102 | 235 | 738 | SH | SOLE | 0 | 0 | 0 | 738 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 603 | 3,880 | SH | SOLE | 0 | 0 | 0 | 3,880 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 209 | 523 | SH | SOLE | 0 | 0 | 0 | 523 | |
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 224 | 2,629 | SH | SOLE | 0 | 0 | 0 | 2,629 | |
3M CO | COM | 88579Y101 | 255 | 1,284 | SH | SOLE | 0 | 0 | 0 | 1,284 | |
ALBEMARLE CORP | COM | 012653101 | 348 | 2,063 | SH | SOLE | 0 | 0 | 0 | 2,063 | |
NEXTERA ENERGY INC | COM | 65339F101 | 337 | 4,597 | SH | SOLE | 0 | 0 | 0 | 4,597 | |
APPLE INC | COM | 037833100 | 4,475 | 32,676 | SH | SOLE | 0 | 0 | 0 | 32,676 | |
CATERPILLAR INC | COM | 149123101 | 758 | 3,485 | SH | SOLE | 0 | 0 | 0 | 3,485 | |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 7,028 | 129,398 | SH | SOLE | 0 | 0 | 0 | 129,398 | |
ISHARES TR | CORE US AGGBD ET | 464287226 | 28,422 | 246,442 | SH | SOLE | 0 | 0 | 0 | 246,442 | |
NVIDIA CORPORATION | COM | 67066G104 | 275 | 344 | SH | SOLE | 0 | 0 | 0 | 344 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 405 | 166 | SH | SOLE | 0 | 0 | 0 | 166 | |
SPDR GOLD TR | GOLD SHS | 78463V107 | 1,476 | 8,909 | SH | SOLE | 0 | 0 | 0 | 8,909 | |
TORONTO DOMINION BK ONT | COM NEW | 891160509 | 508 | 7,252 | SH | SOLE | 0 | 0 | 0 | 7,252 | |
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 8,768 | 38,921 | SH | SOLE | 0 | 0 | 0 | 38,921 | |
ISHARES GOLD TR | ISHARES NEW | 464285204 | 4,665 | 138,375 | SH | SOLE | 0 | 0 | 0 | 138,375 | |
VISA INC | COM CL A | 92826C839 | 279 | 1,194 | SH | SOLE | 0 | 0 | 0 | 1,194 | |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 373 | 3,597 | SH | SOLE | 0 | 0 | 0 | 3,597 | |
TESLA INC | COM | 88160R101 | 240 | 353 | SH | SOLE | 0 | 0 | 0 | 353 | |
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 28,423 | 432,756 | SH | SOLE | 0 | 0 | 0 | 432,756 | |
FACEBOOK INC | CL A | 30303M102 | 536 | 1,541 | SH | SOLE | 0 | 0 | 0 | 1,541 | |
ABBVIE INC | COM | 00287Y109 | 756 | 6,714 | SH | SOLE | 0 | 0 | 0 | 6,714 | |
ALPHABET INC | CAP STK CL C | 02079K107 | 852 | 340 | SH | SOLE | 0 | 0 | 0 | 340 | |
J P MORGAN EXCHANGE-TRADED F | ULTRA SHRT INC | 46641Q837 | 828 | 16,328 | SH | SOLE | 0 | 0 | 0 | 16,328 | |
J P MORGAN EXCHANGE-TRADED F | ULTRA SHT MUNCPL | 46641Q654 | 6,237 | 122,168 | SH | SOLE | 0 | 0 | 0 | 122,168 |