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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 230 | 188 | SH | SOLE | 0 | 0 | 188 | ||
AMAZON COM INC | COM | 023135106 | 212 | 122 | SH | SOLE | 0 | 0 | 122 | ||
APPLE INC | COM | 037833100 | 333 | 1,487 | SH | SOLE | 0 | 0 | 1,487 | ||
AT&T INC | COM | 00206R102 | 250 | 6,602 | SH | SOLE | 0 | 0 | 6,602 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 27,793 | 143,833 | SH | SOLE | 0 | 0 | 143,833 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 27,300 | 350,724 | SH | SOLE | 0 | 0 | 350,724 | ||
JOHNSON & JOHNSON | COM | 478160104 | 409 | 3,158 | SH | SOLE | 0 | 0 | 3,158 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 1,314 | 3,370 | SH | SOLE | 0 | 0 | 3,370 | ||
MICROSOFT CORP | COM | 594918104 | 444 | 3,197 | SH | SOLE | 0 | 0 | 3,197 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 331 | 2,662 | SH | SOLE | 0 | 0 | 2,662 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 604 | 8,511 | SH | SOLE | 0 | 0 | 8,511 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 294 | 5,204 | SH | SOLE | 0 | 0 | 5,204 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 273 | 776 | SH | SOLE | 0 | 0 | 776 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 29,298 | 107,478 | SH | SOLE | 0 | 0 | 107,478 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 773 | 5,122 | SH | SOLE | 0 | 0 | 5,122 |