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 | 509 | 4,509 | SH | SOLE | 4,509 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,394 | 10,084 | SH | SOLE | 10,084 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 648 | 2,427 | SH | SOLE | 2,427 | 0 | 0 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 1,204 | 13,032 | SH | SOLE | 13,032 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 381 | 1,476 | SH | SOLE | 1,476 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | 3,389 | 87,294 | SH | SOLE | 87,294 | 0 | 0 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 1,729 | 38,916 | SH | SOLE | 38,916 | 0 | 0 | ||
GLADSTONE COMMERCIAL CORP | COM | 376536108 | 916 | 59,100 | SH | SOLE | 59,100 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 214 | 801 | SH | SOLE | 801 | 0 | 0 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 385 | 13,910 | SH | SOLE | 13,910 | 0 | 0 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | 347 | 7,841 | SH | SOLE | 7,841 | 0 | 0 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | 8,672 | 90,342 | SH | SOLE | 90,342 | 0 | 0 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 219 | 4,302 | SH | SOLE | 4,302 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 223 | 623 | SH | SOLE | 623 | 0 | 0 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 1,215 | 21,646 | SH | SOLE | 21,646 | 0 | 0 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | 1,510 | 19,020 | SH | SOLE | 19,020 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 5,404 | 52,683 | SH | SOLE | 52,683 | 0 | 0 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | 220 | 4,375 | SH | SOLE | 4,375 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 258 | 1,109 | SH | SOLE | 1,109 | 0 | 0 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 243 | 1,160 | SH | SOLE | 1,160 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 470 | 5,737 | SH | SOLE | 5,737 | 0 | 0 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,721 | 121,480 | SH | SOLE | 121,480 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 2,071 | 31,183 | SH | SOLE | 31,183 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 9,655 | 186,391 | SH | SOLE | 186,391 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 275 | 1,780 | SH | SOLE | 1,780 | 0 | 0 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | 516 | 11,699 | SH | SOLE | 11,699 | 0 | 0 | ||
TENABLE HLDGS INC | COM | 88025T102 | 261 | 7,500 | SH | SOLE | 7,500 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 201 | 759 | SH | SOLE | 759 | 0 | 0 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 16,865 | 229,515 | SH | SOLE | 229,515 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 8,466 | 113,154 | SH | SOLE | 113,154 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,186 | 16,633 | SH | SOLE | 16,633 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 4,977 | 40,874 | SH | SOLE | 40,874 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 707 | 3,763 | SH | SOLE | 3,763 | 0 | 0 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 4,715 | 32,879 | SH | SOLE | 32,879 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 434 | 2,538 | SH | SOLE | 2,538 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 39,059 | 217,637 | SH | SOLE | 217,637 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 15,774 | 127,745 | SH | SOLE | 127,745 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 15,405 | 347,271 | SH | SOLE | 347,271 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 2,064 | 56,576 | SH | SOLE | 56,576 | 0 | 0 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,926 | 60,785 | SH | SOLE | 60,785 | 0 | 0 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 849 | 18,544 | SH | SOLE | 18,544 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 9,745 | 268,012 | SH | SOLE | 268,012 | 0 | 0 |