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 SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 8,323 | 147,893 | SH | SOLE | 0 | 0 | 147,893 | ||
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 7,963 | 195,174 | SH | SOLE | 0 | 0 | 195,174 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 7,574 | 57,427 | SH | SOLE | 0 | 0 | 57,427 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 7,299 | 21,043 | SH | SOLE | 0 | 0 | 21,043 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 4,651 | 61,794 | SH | SOLE | 0 | 0 | 61,794 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,701 | 18,792 | SH | SOLE | 0 | 0 | 18,792 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,799 | 56,070 | SH | SOLE | 0 | 0 | 56,070 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 2,570 | 33,698 | SH | SOLE | 0 | 0 | 33,698 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,437 | 26,368 | SH | SOLE | 0 | 0 | 26,368 | ||
APPLE INC | COM | 037833100 | 943 | 6,894 | SH | SOLE | 0 | 0 | 6,894 | ||
COMCAST CORP NEW | CL A | 20030N101 | 788 | 20,079 | SH | SOLE | 20,079 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 624 | 11,164 | SH | SOLE | 11,164 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 383 | 1,573 | SH | SOLE | 0 | 0 | 1,573 | ||
MICROSOFT CORP | COM | 594918104 | 365 | 1,423 | SH | SOLE | 0 | 0 | 1,423 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 343 | 157 | SH | SOLE | 157 | 0 | 0 | ||
ALLSTATE CORP | COM | 020002101 | 339 | 2,677 | SH | SOLE | 0 | 0 | 2,677 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 337 | 2,996 | SH | SOLE | 2,996 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 303 | 1,707 | SH | SOLE | 0 | 0 | 1,707 | ||
AMAZON COM INC | COM | 023135106 | 300 | 2,822 | SH | SOLE | 2,822 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 291 | 2,243 | SH | SOLE | 0 | 0 | 2,243 | ||
VISA INC | COM CL A | 92826C839 | 290 | 1,473 | SH | SOLE | 0 | 0 | 1,473 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 252 | 491 | SH | SOLE | 491 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 233 | 3,049 | SH | SOLE | 0 | 0 | 3,049 | ||
HOME DEPOT INC | COM | 437076102 | 230 | 838 | SH | SOLE | 0 | 0 | 838 | ||
NVIDIA CORPORATION | COM | 67066G104 | 225 | 1,482 | SH | SOLE | 1,482 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 223 | 1,382 | SH | SOLE | 0 | 0 | 1,382 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 200 | 733 | SH | SOLE | 0 | 0 | 733 | ||
CHASE CORP | COM | 16150R104 | 200 | 2,575 | SH | SOLE | 0 | 0 | 2,575 |