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 | 20,249 | 420,968 | SH | SOLE | 420,968 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 17,173 | 304,539 | SH | SOLE | 304,539 | 0 | 0 | ||
PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | 13,854 | 166,255 | SH | SOLE | 166,255 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 13,473 | 287,202 | SH | SOLE | 287,202 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 10,542 | 67,347 | SH | SOLE | 67,347 | 0 | 0 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | 9,778 | 191,320 | SH | SOLE | 191,320 | 0 | 0 | ||
ISHARES INC | MIN VOL GBL ETF | 464286525 | 6,889 | 78,659 | SH | SOLE | 78,659 | 0 | 0 | ||
ISHARES INC | MIN VOL EMRG MKT | 464286533 | 6,822 | 131,200 | SH | SOLE | 131,200 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 6,650 | 57,626 | SH | SOLE | 57,626 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 4,725 | 75,961 | SH | SOLE | 75,961 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 3,398 | 38,468 | SH | SOLE | 38,468 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTRM TRM TRES | 808524854 | 3,202 | 54,474 | SH | SOLE | 54,474 | 0 | 0 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 3,160 | 29,295 | SH | SOLE | 29,295 | 0 | 0 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 1,761 | 25,355 | SH | SOLE | 25,355 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,740 | 58,480 | SH | SOLE | 58,480 | 0 | 0 | ||
ISHARES TR | MSCI LW CRB TG | 46434V464 | 1,526 | 12,629 | SH | SOLE | 12,629 | 0 | 0 | ||
ISHARES TR | GNMA BOND ETF | 46429B333 | 813 | 15,832 | SH | SOLE | 15,832 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 596 | 1,933 | SH | SOLE | 1,933 | 0 | 0 | ||
INVESCO EXCHANGE-TRADED FD T | TAXABLE MUN BD | 46138G805 | 570 | 17,306 | SH | SOLE | 17,306 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 530 | 4,487 | SH | SOLE | 4,487 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 477 | 173 | SH | SOLE | 173 | 0 | 0 | ||
SPDR SER TR | SSGA GNDER ETF | 78468R747 | 417 | 5,862 | SH | SOLE | 5,862 | 0 | 0 | ||
ISHARES TR | MSCI KLD400 SOC | 464288570 | 373 | 3,161 | SH | SOLE | 3,161 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | CLEANTECH ETF | 46137V407 | 368 | 7,491 | SH | SOLE | 7,491 | 0 | 0 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | 351 | 6,298 | SH | SOLE | 6,298 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 342 | 3,258 | SH | SOLE | 3,258 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 337 | 923 | SH | SOLE | 923 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 334 | 2,378 | SH | SOLE | 2,378 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 286 | 2,393 | SH | SOLE | 2,393 | 0 | 0 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 259 | 1,006 | SH | SOLE | 1,006 | 0 | 0 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 257 | 4,489 | SH | SOLE | 4,489 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 225 | 1,042 | SH | SOLE | 1,042 | 0 | 0 |