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 |
APPLE INC | COM | 037833100 | 1,000 | 5,728 | SH | SOLE | 5,728 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 529 | 100 | SH | SOLE | 100 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 627 | 5,808 | SH | SOLE | 5,808 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 274 | 605 | SH | SOLE | 605 | 0 | 0 | ||
ISHARES TR | EXPND TEC SC ETF | 464287549 | 565 | 1,455 | SH | SOLE | 1,455 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,459 | 5,256 | SH | SOLE | 5,256 | 0 | 0 | ||
PEARSON PLC | SPONSORED ADR | 705015105 | 209 | 21,000 | SH | SOLE | 21,000 | 0 | 0 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 635 | 22,856 | SH | SOLE | 22,856 | 0 | 0 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 927 | 25,248 | SH | SOLE | 25,248 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,508 | 9,981 | SH | SOLE | 9,981 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 577 | 5,324 | SH | SOLE | 5,324 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 39,757 | 95,760 | SH | SOLE | 95,760 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 8,379 | 39,428 | SH | SOLE | 39,428 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 23,627 | 103,779 | SH | SOLE | 103,779 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 5,107 | 110,706 | SH | SOLE | 110,706 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 8,200 | 170,718 | SH | SOLE | 170,718 | 0 | 0 |