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 | 10,520,326 | 134,841 | SH | SOLE | 134,841 | 0 | 0 | |||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 9,346,309 | 195,121 | SH | SOLE | 195,121 | 0 | 0 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 8,726,287 | 19,978 | SH | SOLE | 19,978 | 0 | 0 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 8,239,346 | 55,113 | SH | SOLE | 55,113 | 0 | 0 | |||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 5,739,392 | 24,671 | SH | SOLE | 24,671 | 0 | 0 | |||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 3,885,676 | 50,222 | SH | SOLE | 50,222 | 0 | 0 | |||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 3,402,202 | 46,257 | SH | SOLE | 46,257 | 0 | 0 | |||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,109,641 | 41,325 | SH | SOLE | 41,325 | 0 | 0 | |||
APPLE INC | COM | 037833100 | 1,637,663 | 8,506 | SH | SOLE | 8,506 | 0 | 0 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,415,925 | 13,080 | SH | SOLE | 13,080 | 0 | 0 | |||
TJX COS INC NEW | COM | 872540109 | 909,844 | 9,699 | SH | SOLE | 9,699 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 845,757 | 2,249 | SH | SOLE | 2,249 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 806,524 | 1,629 | SH | SOLE | 1,629 | 0 | 0 | |||
AMAZON COM INC | COM | 023135106 | 797,435 | 5,248 | SH | SOLE | 5,248 | 0 | 0 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 721,306 | 4,240 | SH | SOLE | 4,240 | 0 | 0 | |||
META PLATFORMS INC | CL A | 30303M102 | 674,097 | 1,904 | SH | SOLE | 1,904 | 0 | 0 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 650,950 | 4,619 | SH | SOLE | 4,619 | 0 | 0 | |||
VISA INC | COM CL A | 92826C839 | 574,394 | 2,206 | SH | SOLE | 2,206 | 0 | 0 | |||
ADOBE INC | COM | 00724F101 | 503,242 | 844 | SH | SOLE | 844 | 0 | 0 | |||
STARBUCKS CORP | COM | 855244109 | 472,626 | 4,923 | SH | SOLE | 4,923 | 0 | 0 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 472,491 | 897 | SH | SOLE | 897 | 0 | 0 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 461,697 | 1,295 | SH | SOLE | 1,295 | 0 | 0 | |||
HOME DEPOT INC | COM | 437076102 | 452,090 | 1,305 | SH | SOLE | 1,305 | 0 | 0 | |||
DISNEY WALT CO | COM | 254687106 | 437,816 | 4,849 | SH | SOLE | 4,849 | 0 | 0 | |||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 378,611 | 1,122 | SH | SOLE | 1,122 | 0 | 0 | |||
ALLSTATE CORP | COM | 020002101 | 340,467 | 2,432 | SH | SOLE | 2,432 | 0 | 0 | |||
TESLA INC | COM | 88160R101 | 315,720 | 1,271 | SH | SOLE | 1,271 | 0 | 0 | |||
COSTAR GROUP INC | COM | 22160N109 | 271,015 | 3,101 | SH | SOLE | 3,101 | 0 | 0 | |||
STRYKER CORPORATION | COM | 863667101 | 261,854 | 874 | SH | SOLE | 874 | 0 | 0 | |||
AMGEN INC | COM | 031162100 | 223,226 | 775 | SH | SOLE | 775 | 0 | 0 |