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 |
AMAZON COM INC | COM | 023135106 | 205 | 115 | SH | SOLE | 0 | 0 | 115 | ||
APPLE INC | COM | 037833100 | 248 | 1,305 | SH | SOLE | 0 | 0 | 1,305 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 27,776 | 146,651 | SH | SOLE | 0 | 0 | 146,651 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 27,310 | 353,987 | SH | SOLE | 0 | 0 | 353,987 | ||
JOHNSON & JOHNSON | COM | 478160104 | 551 | 3,943 | SH | SOLE | 0 | 0 | 3,943 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 890 | 2,965 | SH | SOLE | 0 | 0 | 2,965 | ||
MICROSOFT CORP | COM | 594918104 | 376 | 3,190 | SH | SOLE | 0 | 0 | 3,190 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 275 | 2,642 | SH | SOLE | 0 | 0 | 2,642 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 586 | 8,614 | SH | SOLE | 0 | 0 | 8,614 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 269 | 4,851 | SH | SOLE | 0 | 0 | 4,851 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 23,003 | 66,598 | SH | SOLE | 0 | 0 | 66,598 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 28,982 | 111,665 | SH | SOLE | 0 | 0 | 111,665 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 768 | 5,304 | SH | SOLE | 0 | 0 | 5,304 |