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 |
AMAZON COM INC | COM | 023135106 | 795 | 238 | SH | SOLE | 238 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,692 | 9,526 | SH | SOLE | 9,526 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 512 | 1,711 | SH | SOLE | 1,711 | 0 | 0 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 1,428 | 16,843 | SH | SOLE | 16,843 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 436 | 1,326 | SH | SOLE | 1,326 | 0 | 0 | ||
GLADSTONE COMMERCIAL CORP | COM | 376536108 | 1,497 | 58,100 | SH | SOLE | 58,100 | 0 | 0 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 293 | 7,360 | SH | SOLE | 7,360 | 0 | 0 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 11,805 | 102,649 | SH | SOLE | 102,649 | 0 | 0 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 355 | 5,003 | SH | SOLE | 5,003 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 301 | 632 | SH | SOLE | 632 | 0 | 0 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 962 | 12,112 | SH | SOLE | 12,112 | 0 | 0 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | 492 | 4,561 | SH | SOLE | 4,561 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 7,778 | 66,886 | SH | SOLE | 66,886 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 277 | 825 | SH | SOLE | 825 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 487 | 5,658 | SH | SOLE | 5,658 | 0 | 0 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 3,490 | 117,838 | SH | SOLE | 117,838 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 511 | 6,325 | SH | SOLE | 6,325 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 13,040 | 207,349 | SH | SOLE | 207,349 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 354 | 2,068 | SH | SOLE | 2,068 | 0 | 0 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | 738 | 12,624 | SH | SOLE | 12,624 | 0 | 0 | ||
SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 | 95 | 11,902 | SH | SOLE | 11,902 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 551 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 265 | 251 | SH | SOLE | 251 | 0 | 0 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 13,579 | 154,972 | SH | SOLE | 154,972 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 6,551 | 81,041 | SH | SOLE | 81,041 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,405 | 16,575 | SH | SOLE | 16,575 | 0 | 0 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 731 | 13,260 | SH | SOLE | 13,260 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 4,100 | 27,273 | SH | SOLE | 27,273 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 699 | 2,744 | SH | SOLE | 2,744 | 0 | 0 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 4,136 | 23,123 | SH | SOLE | 23,123 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 251 | 1,111 | SH | SOLE | 1,111 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 43,027 | 178,209 | SH | SOLE | 178,209 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 14,993 | 101,920 | SH | SOLE | 101,920 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 25,358 | 413,800 | SH | SOLE | 413,800 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 289 | 5,850 | SH | SOLE | 5,850 | 0 | 0 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,044 | 19,012 | SH | SOLE | 19,012 | 0 | 0 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 2,443 | 38,436 | SH | SOLE | 38,436 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 230 | 4,511 | SH | SOLE | 4,511 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US CORP BD | 921910691 | 203 | 2,767 | SH | SOLE | 2,767 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 895 | 10,180 | SH | SOLE | 10,180 | 0 | 0 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 265 | 994 | SH | SOLE | 994 | 0 | 0 |