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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ISHARES TR | GL CLEAN ENE ETF | 464288224 | 238,149 | 16,212 | SH | SOLE | 0 | 0 | 16,212 | |||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 248,695 | 945 | SH | SOLE | 0 | 0 | 945 | |||
GLOBAL X FDS | RBTCS ARTFL INTE | 37954Y715 | 260,387 | 8,099 | SH | SOLE | 0 | 0 | 8,099 | |||
FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | 283,033 | 1,336 | SH | SOLE | 0 | 0 | 1,336 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 374,346 | 652 | SH | SOLE | 0 | 0 | 652 | |||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 377,287 | 1,591 | SH | SOLE | 0 | 0 | 1,591 | |||
ISHARES TR | MSCI EAFE ETF | 464287465 | 432,393 | 5,170 | SH | SOLE | 0 | 0 | 5,170 | |||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 452,433 | 2,004 | SH | SOLE | 0 | 0 | 2,004 | |||
ISHARES TR | U.S. REAL ES ETF | 464287739 | 652,905 | 6,409 | SH | SOLE | 0 | 0 | 6,409 | |||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 666,450 | 1,136 | SH | SOLE | 0 | 0 | 1,136 | |||
PIMCO ETF TR | 0-5 HIGH YIELD | 72201R783 | 685,090 | 7,174 | SH | SOLE | 0 | 0 | 7,174 | |||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 1,248,784 | 14,911 | SH | SOLE | 0 | 0 | 14,911 | |||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,386,202 | 24,146 | SH | SOLE | 0 | 0 | 24,146 | |||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 2,713,447 | 27,853 | SH | SOLE | 0 | 0 | 27,853 | |||
SPDR SER TR | BLOOMBERG SHT TE | 78468R408 | 3,434,240 | 133,369 | SH | SOLE | 0 | 0 | 133,369 | |||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 3,650,093 | 45,959 | SH | SOLE | 0 | 0 | 45,959 | |||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 5,054,016 | 75,977 | SH | SOLE | 0 | 0 | 75,977 | |||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 6,256,868 | 152,161 | SH | SOLE | 0 | 0 | 152,161 | |||
ISHARES TR | TIPS BD ETF | 464287176 | 6,931,606 | 62,747 | SH | SOLE | 0 | 0 | 62,747 | |||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 7,025,653 | 146,827 | SH | SOLE | 0 | 0 | 146,827 | |||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 8,594,285 | 76,069 | SH | SOLE | 0 | 0 | 76,069 | |||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 8,677,652 | 143,622 | SH | SOLE | 0 | 0 | 143,622 | |||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 27,514,841 | 521,016 | SH | SOLE | 0 | 0 | 521,016 | |||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 59,008,512 | 208,393 | SH | SOLE | 0 | 0 | 208,393 |