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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CHEVRON CORP NEW | COM | 166764100 | 219,516 | 1,223 | SH | SOLE | 0 | 0 | 1,223 | |||
EXXON MOBIL CORP | COM | 30231G102 | 221,372 | 2,007 | SH | SOLE | 0 | 0 | 2,007 | |||
PEPSICO INC | COM | 713448108 | 224,199 | 1,241 | SH | SOLE | 0 | 0 | 1,241 | |||
JOHNSON & JOHNSON | COM | 478160104 | 239,714 | 1,357 | SH | SOLE | 0 | 0 | 1,357 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,086,965 | 10,301 | SH | SOLE | 0 | 0 | 10,301 | |||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,115,272 | 10,696 | SH | SOLE | 0 | 0 | 10,696 | |||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 2,875,598 | 21,644 | SH | SOLE | 0 | 0 | 21,644 | |||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 5,165,635 | 71,309 | SH | SOLE | 0 | 0 | 71,309 | |||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 5,643,565 | 75,936 | SH | SOLE | 0 | 0 | 75,936 | |||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 7,175,882 | 47,256 | SH | SOLE | 0 | 0 | 47,256 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 7,465,431 | 53,184 | SH | SOLE | 0 | 0 | 53,184 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 8,611,695 | 40,410 | SH | SOLE | 0 | 0 | 40,410 | |||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 10,209,270 | 176,570 | SH | SOLE | 0 | 0 | 176,570 | |||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 11,678,103 | 155,129 | SH | SOLE | 0 | 0 | 155,129 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 36,167,633 | 102,942 | SH | SOLE | 0 | 0 | 102,942 |