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 |
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 16,277 | 395,554 | SH | SOLE | 395,554 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 13,422 | 293,121 | SH | SOLE | 293,121 | 0 | 0 | ||
PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | 11,929 | 153,236 | SH | SOLE | 153,236 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 11,913 | 252,172 | SH | SOLE | 252,172 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 8,632 | 66,958 | SH | SOLE | 66,958 | 0 | 0 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | 8,118 | 183,218 | SH | SOLE | 183,218 | 0 | 0 | ||
SPDR SER TR | SPDR BLOOMBERG | 78468R663 | 7,220 | 78,791 | SH | SOLE | 78,791 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 5,983 | 52,944 | SH | SOLE | 52,944 | 0 | 0 | ||
ISHARES INC | MIN VOL GBL ETF | 464286525 | 5,908 | 73,535 | SH | SOLE | 73,535 | 0 | 0 | ||
ISHARES INC | MIN VOL EMRG MKT | 464286533 | 5,774 | 123,067 | SH | SOLE | 123,067 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTRM TRM TRES | 808524854 | 2,827 | 48,100 | SH | SOLE | 48,100 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 2,407 | 28,202 | SH | SOLE | 28,202 | 0 | 0 | ||
ISHARES TR | MSCI LW CRB TG | 46434V464 | 1,846 | 18,048 | SH | SOLE | 18,048 | 0 | 0 | ||
ISHARES TR | GNMA BOND ETF | 46429B333 | 1,676 | 32,568 | SH | SOLE | 32,568 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,562 | 60,432 | SH | SOLE | 60,432 | 0 | 0 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 1,337 | 12,047 | SH | SOLE | 12,047 | 0 | 0 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 1,337 | 15,430 | SH | SOLE | 15,430 | 0 | 0 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 1,157 | 20,226 | SH | SOLE | 20,226 | 0 | 0 | ||
INVESCO EXCHANGE-TRADED FD T | TAXABLE MUN BD | 46138G805 | 1,110 | 35,924 | SH | SOLE | 35,924 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 498 | 1,933 | SH | SOLE | 1,933 | 0 | 0 | ||
SPDR SER TR | SSGA GNDER ETF | 78468R747 | 489 | 8,282 | SH | SOLE | 8,282 | 0 | 0 | ||
ISHARES TR | MSCI KLD400 SOC | 464288570 | 444 | 4,554 | SH | SOLE | 4,554 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | CLEANTECH ETF | 46137V407 | 400 | 10,633 | SH | SOLE | 10,633 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 353 | 181 | SH | SOLE | 181 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 303 | 5,780 | SH | SOLE | 5,780 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 285 | 2,171 | SH | SOLE | 2,171 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 246 | 969 | SH | SOLE | 969 | 0 | 0 | ||
PROCTER & GAMBLE CO | COM | 742718109 | 246 | 2,233 | SH | SOLE | 2,233 | 0 | 0 | ||
SPDR DOW JONES INDL AVRG ETF | UT SER 1 | 78467X109 | 219 | 1,000 | SH | SOLE | 1,000 | 0 | 0 |