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 |
AIR PRODS & CHEMS INC | COM | 009158106 | 206 | 678 | SH | SOLE | 0 | 0 | 678 | ||
HOME DEPOT INC | COM | 437076102 | 1,029 | 2,479 | SH | SOLE | 0 | 0 | 2,479 | ||
JOHNSON & JOHNSON | COM | 478160104 | 347 | 2,030 | SH | SOLE | 0 | 0 | 2,030 | ||
MICROSOFT CORP | COM | 594918104 | 864 | 2,567 | SH | SOLE | 0 | 0 | 2,567 | ||
PEPSICO INC | COM | 713448108 | 214 | 1,232 | SH | SOLE | 0 | 0 | 1,232 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 17,219 | 151,285 | SH | SOLE | 0 | 0 | 151,285 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,304 | 16,210 | SH | SOLE | 0 | 0 | 16,210 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 16,952 | 165,544 | SH | SOLE | 0 | 0 | 165,544 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,869 | 96,845 | SH | SOLE | 0 | 0 | 96,845 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 429 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 26,446 | 153,980 | SH | SOLE | 0 | 0 | 153,980 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 13,747 | 216,256 | SH | SOLE | 0 | 0 | 216,256 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 5,858 | 72,472 | SH | SOLE | 0 | 0 | 72,472 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 33,696 | 397,596 | SH | SOLE | 0 | 0 | 397,596 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 1,856 | 36,108 | SH | SOLE | 0 | 0 | 36,108 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 9,891 | 121,721 | SH | SOLE | 0 | 0 | 121,721 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,631 | 39,191 | SH | SOLE | 0 | 0 | 39,191 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 27,390 | 107,508 | SH | SOLE | 0 | 0 | 107,508 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,175 | 5,200 | SH | SOLE | 0 | 0 | 5,200 | ||
WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | 8,952 | 135,546 | SH | SOLE | 0 | 0 | 135,546 |