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 |
PORCH GROUP INC | COM | 733245104 | 129 | 18,645 | SH | SOLE | 0 | 0 | 18,645 | ||
APPLE INC | COM | 037833100 | 347 | 1,987 | SH | SOLE | 0 | 0 | 1,987 | ||
LUCIRA HEALTH INC | COM | 54948U105 | 348 | 97,518 | SH | SOLE | 0 | 0 | 97,518 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 370 | 1,034 | SH | SOLE | 0 | 0 | 1,034 | ||
META PLATFORMS INC | CL A | 30303M102 | 419 | 1,886 | SH | SOLE | 0 | 0 | 1,886 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 482 | 10,025 | SH | SOLE | 0 | 0 | 10,025 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 490 | 1,917 | SH | SOLE | 0 | 0 | 1,917 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 545 | 2,616 | SH | SOLE | 0 | 0 | 2,616 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 705 | 12,694 | SH | SOLE | 0 | 0 | 12,694 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 736 | 2,558 | SH | SOLE | 0 | 0 | 2,558 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | 740 | 7,007 | SH | SOLE | 0 | 0 | 7,007 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 808 | 21,985 | SH | SOLE | 0 | 0 | 21,985 | ||
ISHARES TR | IBONDS DEC24 ETF | 46434VBG4 | 821 | 32,697 | SH | SOLE | 0 | 0 | 32,697 | ||
ISHARES TR | IBONDS DEC23 ETF | 46434VAX8 | 832 | 32,893 | SH | SOLE | 0 | 0 | 32,893 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 834 | 7,733 | SH | SOLE | 0 | 0 | 7,733 | ||
ISHARES TR | IBONDS DEC22 ETF | 46434VBA7 | 835 | 33,364 | SH | SOLE | 0 | 0 | 33,364 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 922 | 11,805 | SH | SOLE | 0 | 0 | 11,805 | ||
AMAZON COM INC | COM | 023135106 | 980 | 301 | SH | SOLE | 0 | 0 | 301 | ||
HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 | 1,034 | 26,368 | SH | SOLE | 0 | 0 | 26,368 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 1,462 | 5,450 | SH | SOLE | 0 | 0 | 5,450 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 1,467 | 19,208 | SH | SOLE | 0 | 0 | 19,208 | ||
ARK ETF TR | NEXT GNRTN INTER | 00214Q401 | 1,524 | 17,469 | SH | SOLE | 0 | 0 | 17,469 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,546 | 3,423 | SH | SOLE | 0 | 0 | 3,423 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,741 | 15,883 | SH | SOLE | 0 | 0 | 15,883 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 2,289 | 28,782 | SH | SOLE | 0 | 0 | 28,782 | ||
MICROSOFT CORP | COM | 594918104 | 2,319 | 7,521 | SH | SOLE | 0 | 0 | 7,521 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 4,079 | 9,824 | SH | SOLE | 0 | 0 | 9,824 | ||
ISHARES TR | GL CLEAN ENE ETF | 464288224 | 4,336 | 201,481 | SH | SOLE | 0 | 0 | 201,481 | ||
SPDR SER TR | S&P REGL BKG | 78464A698 | 4,750 | 68,948 | SH | SOLE | 0 | 0 | 68,948 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 4,829 | 23,526 | SH | SOLE | 0 | 0 | 23,526 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 5,621 | 22,476 | SH | SOLE | 0 | 0 | 22,476 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 6,957 | 50,785 | SH | SOLE | 0 | 0 | 50,785 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 9,406 | 25,945 | SH | SOLE | 0 | 0 | 25,945 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 10,265 | 220,376 | SH | SOLE | 0 | 0 | 220,376 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 12,763 | 53,662 | SH | SOLE | 0 | 0 | 53,662 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 18,454 | 40,676 | SH | SOLE | 0 | 0 | 40,676 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 20,884 | 391,005 | SH | SOLE | 0 | 0 | 391,005 |