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 |
DEERE & CO COM | COM | 244199105 | 200 | 600 | SH | SOLE | 0 | 0 | 600 | ||
VANGUARD DIV APP ETF | DIV APP ETF | 921908844 | 204 | 1,508 | SH | SOLE | 0 | 0 | 1,508 | ||
ISHARES TRUST ESG AWARE MSCI EAFE ETF | ESG AWARE MSCI EAFE ETF | 46435G516 | 205 | 3,651 | SH | SOLE | 0 | 0 | 3,651 | ||
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF | UTSER1 S&PDCRP ETF | 78467Y107 | 207 | 515 | SH | SOLE | 0 | 0 | 515 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 226 | 9,076 | SH | SOLE | 0 | 0 | 9,076 | ||
VANGUARD VALUE ETF | VALUE ETF | 922908744 | 239 | 1,939 | SH | SOLE | 0 | 0 | 1,939 | ||
ALPHABET INC COM CL A | COM CL A | 02079K305 | 297 | 3,100 | SH | SOLE | 0 | 0 | 3,100 | ||
VANGUARD TOTAL INT BD ETF | TOTAL INT BD ETF | 92203J407 | 345 | 7,236 | SH | SOLE | 0 | 0 | 7,236 | ||
VANGUARD STAR FD TL INTL STK F ETF | STAR FD TL INTL STK F ETF | 921909768 | 366 | 8,002 | SH | SOLE | 0 | 0 | 8,002 | ||
INTERNATIONAL BUS MACH CORP COM | COM | 459200101 | 376 | 3,162 | SH | SOLE | 0 | 0 | 3,162 | ||
INVESCO QQQ TRUST UNIT SER 1 ETF | UNIT SER 1 ETF | 46090E103 | 387 | 1,448 | SH | SOLE | 0 | 0 | 1,448 | ||
ABBVIE INC COM | COM | 00287Y109 | 421 | 3,135 | SH | SOLE | 0 | 0 | 3,135 | ||
COSTCO WHOLESALE CORP COM | COM | 22160K105 | 423 | 895 | SH | SOLE | 0 | 0 | 895 | ||
VANGUARD HIGH DIV YLD ETF | HIGH DIV YLD ETF | 921946406 | 427 | 4,496 | SH | SOLE | 0 | 0 | 4,496 | ||
HOME DEPOT INC COM | COM | 437076102 | 468 | 1,697 | SH | SOLE | 0 | 0 | 1,697 | ||
MICROSOFT CORP COM | COM | 594918104 | 474 | 2,035 | SH | SOLE | 0 | 0 | 2,035 | ||
VANGUARD SM CP VAL ETF | SM CP VAL ETF | 922908611 | 485 | 3,385 | SH | SOLE | 0 | 0 | 3,385 | ||
VANGUARD REAL ESTATE ETF | REAL ESTATE ETF | 922908553 | 494 | 6,165 | SH | SOLE | 0 | 0 | 6,165 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 516 | 18,350 | SH | SOLE | 0 | 0 | 18,350 | ||
VANGUARD MID CAP ETF | MID CAP ETF | 922908629 | 539 | 2,867 | SH | SOLE | 0 | 0 | 2,867 | ||
VANGUARD GROWTH ETF | GROWTH ETF | 922908736 | 614 | 2,871 | SH | SOLE | 0 | 0 | 2,871 | ||
ISHARES TRUST SHRT NAT MUN ETF | SHRT NAT MUN ETF | 464288158 | 634 | 6,177 | SH | SOLE | 0 | 0 | 6,177 | ||
ISHARES TRUST RUSSELL 2000 ETF | RUSSELL 2000 ETF | 464287655 | 640 | 3,879 | SH | SOLE | 0 | 0 | 3,879 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 663 | 15,780 | SH | SOLE | 0 | 0 | 15,780 | ||
VANGUARD SMALL CP ETF | SMALL CP ETF | 922908751 | 739 | 4,325 | SH | SOLE | 0 | 0 | 4,325 | ||
TESLA INC | COM | 88160R101 | 796 | 3,000 | SH | SOLE | 0 | 0 | 3,000 | ||
AMAZON COM INC COM | COM | 023135106 | 848 | 7,500 | SH | SOLE | 0 | 0 | 7,500 | ||
ISHARES TRUST ESG AWARE MSCI USA ETF | ESG AWARE MSCI USA ETF | 46435G425 | 1,034 | 13,019 | SH | SOLE | 0 | 0 | 13,019 | ||
VANGUARD S&P 500 ETF SHS | S&P 500 ETF SHS | 922908363 | 1,096 | 3,339 | SH | SOLE | 0 | 0 | 3,339 | ||
AMERICAN CENTURY INVESTMENTS AVANTIS US SML CP VALU ETF | AVANTIS US SML CP VALU ETF | 025072877 | 1,176 | 17,783 | SH | SOLE | 0 | 0 | 17,783 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 1,284 | 22,012 | SH | SOLE | 0 | 0 | 22,012 | ||
NETFLIX INC COM | COM | 64110L106 | 1,366 | 5,801 | SH | SOLE | 0 | 0 | 5,801 | ||
AMERICAN CENTURY INVESTMENTS INTL SMCP VLU ETF | INTL SMCP VLU ETF | 025072802 | 1,439 | 30,292 | SH | SOLE | 0 | 0 | 30,292 | ||
VANGUARD ESG INTL STK ETF | ESG INTL STK ETF | 921910725 | 1,640 | 37,743 | SH | SOLE | 0 | 0 | 37,743 | ||
SPDR S&P500 ETF TRUST TR UNIT ETF | TR UNIT ETF | 78462F103 | 2,048 | 5,734 | SH | SOLE | 0 | 0 | 5,734 | ||
AMERICAN CENTURY INVESTMENTS AVANTIS EMGMKT ETF | AVANTIS EMGMKT ETF | 025072604 | 3,117 | 67,861 | SH | SOLE | 0 | 0 | 67,861 | ||
ISHARES TRUST CORE S&P TTL STK ETF | CORE S&P TTL STK ETF | 464287150 | 3,195 | 40,165 | SH | SOLE | 0 | 0 | 40,165 | ||
APPLE INC COM | COM | 037833100 | 3,245 | 23,478 | SH | SOLE | 0 | 0 | 23,478 | ||
SPDR SERIES TRUST PORTFLI INTRMDIT ETF | PORTFLI INTRMDIT ETF | 78464A672 | 3,501 | 124,448 | SH | SOLE | 0 | 0 | 124,448 | ||
VANGUARD ESG US STK ETF | ESG US STK ETF | 921910733 | 3,755 | 59,692 | SH | SOLE | 0 | 0 | 59,692 | ||
SCHWAB STRATEGIC TR US BRD MKT ETF | US BRD MKT ETF | 808524102 | 7,564 | 180,143 | SH | SOLE | 0 | 0 | 180,143 | ||
VANGUARD INT-TERM CORP ETF | INT-TERM CORP ETF | 92206C870 | 7,750 | 102,402 | SH | SOLE | 0 | 0 | 102,402 | ||
VANGUARD FTSE DEVELOPED MKTS ETF | FTSE DEVELOPED MKTS ETF | 921943858 | 9,154 | 251,747 | SH | SOLE | 0 | 0 | 251,747 | ||
SCHWAB STRATEGIC TR INTL EQTY ETF | INTL EQTY ETF | 808524805 | 9,177 | 326,248 | SH | SOLE | 0 | 0 | 326,248 | ||
DIMENSIONAL ETF TR US TARGETED VALUE ETF | US TARGETED VALUE ETF | 25434V609 | 12,607 | 323,506 | SH | SOLE | 0 | 0 | 323,506 | ||
SCHWAB STRATEGIC TR INTERMED-TERM US TREAS ETF | INTERMED-TERM US TREAS ETF | 808524854 | 13,178 | 268,180 | SH | SOLE | 0 | 0 | 268,180 | ||
VANGUARD INTER TERM TREAS ETF | INTER TERM TREAS ETF | 92206C706 | 25,064 | 429,836 | SH | SOLE | 0 | 0 | 429,836 | ||
VANGUARD TOTAL STK MKT ETF | TOTAL STK MKT ETF | 922908769 | 30,744 | 171,303 | SH | SOLE | 0 | 0 | 171,303 |