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 |
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 9,330,657 | 136,333 | SH | SOLE | 136,333 | 0 | 0 | |||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 8,619,804 | 197,159 | SH | SOLE | 197,159 | 0 | 0 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 7,848,568 | 19,986 | SH | SOLE | 19,986 | 0 | 0 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 7,603,991 | 55,129 | SH | SOLE | 55,129 | 0 | 0 | |||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,929,157 | 23,671 | SH | SOLE | 23,671 | 0 | 0 | |||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 3,942,369 | 52,460 | SH | SOLE | 52,460 | 0 | 0 | |||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 3,517,749 | 50,412 | SH | SOLE | 50,412 | 0 | 0 | |||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,726,645 | 56,687 | SH | SOLE | 56,687 | 0 | 0 | |||
APPLE INC | COM | 037833100 | 1,446,384 | 8,448 | SH | SOLE | 8,448 | 0 | 0 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,369,684 | 14,520 | SH | SOLE | 14,520 | 0 | 0 | |||
TJX COS INC NEW | COM | 872540109 | 832,165 | 9,363 | SH | SOLE | 9,363 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 712,368 | 2,256 | SH | SOLE | 2,256 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 684,943 | 1,575 | SH | SOLE | 1,575 | 0 | 0 | |||
AMAZON COM INC | COM | 023135106 | 569,670 | 4,481 | SH | SOLE | 4,481 | 0 | 0 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 559,267 | 3,856 | SH | SOLE | 3,856 | 0 | 0 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 558,907 | 4,239 | SH | SOLE | 4,239 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 496,380 | 1,653 | SH | SOLE | 1,653 | 0 | 0 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 434,849 | 862 | SH | SOLE | 862 | 0 | 0 | |||
VISA INC | COM CL A | 92826C839 | 431,323 | 1,875 | SH | SOLE | 1,875 | 0 | 0 | |||
ADOBE INC | COM | 00724F101 | 431,129 | 846 | SH | SOLE | 846 | 0 | 0 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 427,542 | 1,221 | SH | SOLE | 1,221 | 0 | 0 | |||
CHASE CORP | COM | 16150R104 | 411,462 | 3,234 | SH | SOLE | 3,234 | 0 | 0 | |||
STARBUCKS CORP | COM | 855244109 | 408,860 | 4,480 | SH | SOLE | 4,480 | 0 | 0 | |||
HOME DEPOT INC | COM | 437076102 | 376,051 | 1,245 | SH | SOLE | 1,245 | 0 | 0 | |||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 323,061 | 1,105 | SH | SOLE | 1,105 | 0 | 0 | |||
DISNEY WALT CO | COM | 254687106 | 317,149 | 3,913 | SH | SOLE | 3,913 | 0 | 0 | |||
ALLSTATE CORP | COM | 020002101 | 285,015 | 2,558 | SH | SOLE | 2,558 | 0 | 0 | |||
TESLA INC | COM | 88160R101 | 281,398 | 1,125 | SH | SOLE | 1,125 | 0 | 0 | |||
AMGEN INC | COM | 031162100 | 235,175 | 875 | SH | SOLE | 875 | 0 | 0 | |||
COSTAR GROUP INC | COM | 22160N109 | 232,686 | 3,026 | SH | SOLE | 3,026 | 0 | 0 | |||
STRYKER CORPORATION | COM | 863667101 | 225,016 | 823 | SH | SOLE | 823 | 0 | 0 | |||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 216,608 | 1,654 | SH | SOLE | 1,654 | 0 | 0 |