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 | ETF | 92206C680 | 8,046 | 148,429 | SH | SOLE | 148,429 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | ETF | 921943858 | 7,134 | 196,192 | SH | SOLE | 196,192 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908744 | 7,106 | 57,552 | SH | SOLE | 57,552 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908363 | 6,904 | 21,030 | SH | SOLE | 21,030 | 0 | 0 | ||
VANGUARD BD INDEX FDS | ETF | 921937835 | 4,287 | 60,096 | SH | SOLE | 60,096 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908629 | 3,547 | 18,868 | SH | SOLE | 18,868 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | ETF | 92206C409 | 2,445 | 32,917 | SH | SOLE | 32,917 | 0 | 0 | ||
VANGUARD MUN BD FDS | ETF | 922907746 | 2,442 | 50,721 | SH | SOLE | 50,721 | 0 | 0 | ||
ISHARES TR | ETF | 464287804 | 2,308 | 26,467 | SH | SOLE | 26,467 | 0 | 0 | ||
APPLE INC | EQUITY | 037833100 | 1,071 | 7,750 | SH | SOLE | 7,750 | 0 | 0 | ||
TJX COS INC NEW | EQUITY | 872540109 | 680 | 10,944 | SH | SOLE | 10,944 | 0 | 0 | ||
COMCAST CORP NEW | EQUITY | 20030N101 | 589 | 20,079 | SH | SOLE | 20,079 | 0 | 0 | ||
MICROSOFT CORP | EQUITY | 594918104 | 514 | 2,208 | SH | SOLE | 2,208 | 0 | 0 | ||
JPMORGAN CHASE & CO | EQUITY | 46625H100 | 385 | 3,686 | SH | SOLE | 3,686 | 0 | 0 | ||
ALPHABET INC | EQUITY | 02079K107 | 361 | 3,753 | SH | SOLE | 3,753 | 0 | 0 | ||
AMAZON COM INC | EQUITY | 023135106 | 343 | 3,037 | SH | SOLE | 3,037 | 0 | 0 | ||
JOHNSON & JOHNSON | EQUITY | 478160104 | 336 | 2,056 | SH | SOLE | 2,056 | 0 | 0 | ||
STARBUCKS CORP | EQUITY | 855244109 | 331 | 3,924 | SH | SOLE | 3,924 | 0 | 0 | ||
ALLSTATE CORP | EQUITY | 020002101 | 322 | 2,584 | SH | SOLE | 2,584 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | EQUITY | 91324P102 | 296 | 587 | SH | SOLE | 587 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | EQUITY | 084670702 | 286 | 1,072 | SH | SOLE | 1,072 | 0 | 0 | ||
AMGEN INC | EQUITY | 031162100 | 284 | 1,262 | SH | SOLE | 1,262 | 0 | 0 | ||
VISA INC | EQUITY | 92826C839 | 277 | 1,559 | SH | SOLE | 1,559 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908512 | 273 | 2,243 | SH | SOLE | 2,243 | 0 | 0 | ||
NVIDIA CORPORATION | EQUITY | 67066G104 | 248 | 2,039 | SH | SOLE | 2,039 | 0 | 0 | ||
HOME DEPOT INC | EQUITY | 437076102 | 239 | 867 | SH | SOLE | 867 | 0 | 0 | ||
ADOBE SYSTEMS INCORPORATED | EQUITY | 00724F101 | 233 | 848 | SH | SOLE | 848 | 0 | 0 | ||
DISNEY WALT CO | EQUITY | 254687106 | 220 | 2,327 | SH | SOLE | 2,327 | 0 | 0 | ||
META PLATFORMS INC | EQUITY | 30303M102 | 218 | 1,604 | SH | SOLE | 1,604 | 0 | 0 | ||
TESLA INC | EQUITY | 88160R101 | 217 | 819 | SH | SOLE | 819 | 0 | 0 | ||
CHASE CORP | EQUITY | 16150R104 | 215 | 2,575 | SH | SOLE | 2,575 | 0 | 0 | ||
INTUITIVE SURGICAL INC | EQUITY | 46120E602 | 212 | 1,130 | SH | SOLE | 1,130 | 0 | 0 |