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 | 23,959 | 464,323 | SH | SOLE | 464,323 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 20,502 | 438,646 | SH | SOLE | 438,646 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 20,309 | 328,570 | SH | SOLE | 328,570 | 0 | 0 | ||
PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | 15,533 | 177,495 | SH | SOLE | 177,495 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 14,479 | 85,013 | SH | SOLE | 85,013 | 0 | 0 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | 12,770 | 236,661 | SH | SOLE | 236,661 | 0 | 0 | ||
ISHARES INC | MSCI GBL MIN VOL | 464286525 | 8,939 | 97,263 | SH | SOLE | 97,263 | 0 | 0 | ||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 8,651 | 156,781 | SH | SOLE | 156,781 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 6,414 | 77,422 | SH | SOLE | 77,422 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 6,083 | 97,977 | SH | SOLE | 97,977 | 0 | 0 | ||
ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | 4,652 | 178,194 | SH | SOLE | 178,194 | 0 | 0 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 4,064 | 37,597 | SH | SOLE | 37,597 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,522 | 48,466 | SH | SOLE | 48,466 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 551 | 175 | SH | SOLE | 175 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 527 | 3,245 | SH | SOLE | 3,245 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 378 | 3,263 | SH | SOLE | 3,263 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 345 | 4,274 | SH | SOLE | 4,274 | 0 | 0 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 258 | 879 | SH | SOLE | 879 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 215 | 1,442 | SH | SOLE | 1,442 | 0 | 0 |