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 |
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 204 | 898 | SH | SOLE | 898 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 408 | 132 | SH | SOLE | 132 | 0 | 0 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 220 | 356 | SH | SOLE | 356 | 0 | 0 | ||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 9,947 | 157,492 | SH | SOLE | 157,492 | 0 | 0 | ||
ISHARES INC | MSCI GBL MIN VOL | 464286525 | 10,351 | 104,920 | SH | SOLE | 104,920 | 0 | 0 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 3,200 | 29,679 | SH | SOLE | 29,679 | 0 | 0 | ||
ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | 5,451 | 209,839 | SH | SOLE | 209,839 | 0 | 0 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | 14,736 | 228,110 | SH | SOLE | 228,110 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 236 | 1,439 | SH | SOLE | 1,439 | 0 | 0 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 223 | 2,606 | SH | SOLE | 2,606 | 0 | 0 | ||
PIMCO ETF TR | 15+ YR US TIPS | 72201R304 | 16,746 | 207,382 | SH | SOLE | 207,382 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 208 | 1,539 | SH | SOLE | 1,539 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 387 | 4,033 | SH | SOLE | 4,033 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,711 | 45,469 | SH | SOLE | 45,469 | 0 | 0 | ||
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 21,261 | 545,446 | SH | SOLE | 545,446 | 0 | 0 | ||
SQUARE INC | CL A | 852234103 | 737 | 3,245 | SH | SOLE | 3,245 | 0 | 0 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 247 | 2,085 | SH | SOLE | 2,085 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 16,356 | 79,132 | SH | SOLE | 79,132 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 821 | 9,918 | SH | SOLE | 9,918 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 4,797 | 77,969 | SH | SOLE | 77,969 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 6,889 | 83,499 | SH | SOLE | 83,499 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 24,415 | 331,046 | SH | SOLE | 331,046 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 29,307 | 477,546 | SH | SOLE | 477,546 | 0 | 0 |