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 |
|
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 | 023135106 | 319 | 3,011 | SH | SOLE | 3,011 | 0 | 0 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 9,244 | 32,981 | SH | SOLE | 32,981 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 247 | 1,391 | SH | SOLE | 1,391 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STOCK MARKET | 922908769 | 22,037 | 116,834 | SH | SOLE | 116,834 | 0 | 0 | ||
COMPASS INC | CL A | 20464U100 | 156 | 43,433 | SH | SOLE | 43,433 | 0 | 0 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 210 | 3,350 | SH | SOLE | 3,350 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 266 | 977 | SH | SOLE | 977 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 608 | 279 | SH | SOLE | 279 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,156 | 4,502 | SH | SOLE | 4,502 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 245 | 4,996 | SH | SOLE | 4,996 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 661 | 9,955 | SH | SOLE | 9,955 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 1,780 | 2,644 | SH | SOLE | 2,644 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 4,406 | 12,704 | SH | SOLE | 12,704 | 0 | 0 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 10,225 | 198,134 | SH | SOLE | 198,134 | 0 | 0 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 780 | 3,588 | SH | SOLE | 3,588 | 0 | 0 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 128 | 14,165 | SH | SOLE | 14,165 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 2,935 | 111,085 | SH | SOLE | 111,085 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 205 | 1,044 | SH | SOLE | 1,044 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 20,454 | 877,894 | SH | SOLE | 877,894 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 9,808 | 457,496 | SH | SOLE | 457,496 | 0 | 0 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 6,334 | 75,607 | SH | SOLE | 75,607 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 571 | 3,545 | SH | SOLE | 3,545 | 0 | 0 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 1,803 | 31,617 | SH | SOLE | 31,617 | 0 | 0 | ||
WISDOMTREE TR | US TOTAL DIVIDND | 97717W109 | 1,004 | 17,344 | SH | SOLE | 17,344 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 6,562 | 131,358 | SH | SOLE | 131,358 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 259 | 1,022 | SH | SOLE | 1,022 | 0 | 0 | ||
ALPHABET INC | CL C | 02079K107 | 516 | 236 | SH | SOLE | 236 | 0 | 0 | ||
JD.COM INC | SPON ADR A | 47215P106 | 233 | 3,641 | SH | SOLE | 3,641 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 263 | 512 | SH | SOLE | 512 | 0 | 0 | ||
ISHARES TR | MSCI ACWI ETF | 464288257 | 840 | 10,015 | SH | SOLE | 10,015 | 0 | 0 | ||
WISDOMTREE TR | GLB US QTLY DIV | 97717W844 | 303 | 9,577 | SH | SOLE | 9,577 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 4,504 | 32,943 | SH | SOLE | 32,943 | 0 | 0 |