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The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. |
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| 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 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | 298 | 686 | SH | SOLE | 686 | 0 | 0 | ||
| ISHARES TR | RUS 1000 ETF | 464287622 | 429 | 1,759 | SH | SOLE | 1,759 | 0 | 0 | ||
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | 14,125 | 51,465 | SH | SOLE | 51,465 | 0 | 0 | ||
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | 15,229 | 59,244 | SH | SOLE | 59,244 | 0 | 0 | ||
| AMAZON COM INC | COM | 023135106 | 277 | 86 | SH | SOLE | 86 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 177 | 638 | SH | SOLE | 638 | 0 | 0 | ||
| INTEL CORP | COM | 458140100 | 113 | 2,100 | SH | SOLE | 2,100 | 0 | 0 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 468 | 2,930 | SH | SOLE | 2,930 | 0 | 0 | ||
| PFIZER INC | COM | 717081103 | 84 | 1,974 | SH | SOLE | 1,974 | 0 | 0 | ||
| ISHARES TR | MSCI EAFE ETF | 464287465 | 338 | 4,339 | SH | SOLE | 4,339 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 138 | 1,300 | SH | SOLE | 1,300 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 739 | 2,558 | SH | SOLE | 2,558 | 0 | 0 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 225 | 1,569 | SH | SOLE | 1,569 | 0 | 0 | ||
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 268 | 1,783 | SH | SOLE | 1,783 | 0 | 0 | ||
| AMETEK INC | COM | 031100100 | 593 | 4,727 | SH | SOLE | 4,727 | 0 | 0 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 186 | 3,023 | SH | SOLE | 3,023 | 0 | 0 | ||
| APPLIED MATLS INC | COM | 038222105 | 192 | 1,498 | SH | SOLE | 1,498 | 0 | 0 | ||
| MERCK & CO INC | COM | 58933Y105 | 177 | 2,172 | SH | SOLE | 2,172 | 0 | 0 | ||
| PROCTER AND GAMBLE CO | COM | 742718109 | 342 | 2,453 | SH | SOLE | 2,453 | 0 | 0 | ||
| HOME DEPOT INC | COM | 437076102 | 9 | 26 | SH | SOLE | 26 | 0 | 0 | ||
| MCDONALDS CORP | COM | 580135101 | 2,609 | 10,641 | SH | SOLE | 10,641 | 0 | 0 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 165 | 980 | SH | SOLE | 980 | 0 | 0 | ||
| UNITEDHEALTH GROUP INC | COM | 91324P102 | 9 | 22 | SH | SOLE | 22 | 0 | 0 | ||
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 145 | 447 | SH | SOLE | 447 | 0 | 0 | ||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 45,114 | 201,581 | SH | SOLE | 201,581 | 0 | 0 | ||
| NORFOLK SOUTHN CORP | COM | 655844108 | 577 | 2,263 | SH | SOLE | 2,263 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 3,729 | 26,425 | SH | SOLE | 26,425 | 0 | 0 | ||
| PAYCHEX INC | COM | 704326107 | 192 | 1,647 | SH | SOLE | 1,647 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 590 | 217 | SH | SOLE | 217 | 0 | 0 | ||
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 624 | 2,148 | SH | SOLE | 2,148 | 0 | 0 | ||
| SPDR SER TR | S&P DIVID ETF | 78464A763 | 1,162 | 9,724 | SH | SOLE | 9,724 | 0 | 0 | ||
| MASTERCARD INCORPORATED | CL A | 57636Q104 | 122 | 356 | SH | SOLE | 356 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 233 | 3,534 | SH | SOLE | 3,534 | 0 | 0 | ||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 94,947 | 957,516 | SH | SOLE | 957,516 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 296 | 4,870 | SH | SOLE | 4,870 | 0 | 0 | ||
| SPDR SER TR | PORTFLI INTRMDIT | 78464A672 | 16,358 | 506,207 | SH | SOLE | 506,207 | 0 | 0 | ||
| SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 15,738 | 383,012 | SH | SOLE | 383,012 | 0 | 0 | ||
| ISHARES TR | MSCI ACWI ETF | 464288257 | 1,514 | 15,082 | SH | SOLE | 15,082 | 0 | 0 | ||
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 217 | 2,126 | SH | SOLE | 2,126 | 0 | 0 | ||
| TESLA INC | COM | 88160R101 | 31 | 40 | SH | SOLE | 40 | 0 | 0 | ||
| ISHARES TR | MSCI USA MIN VOL | 46429B697 | 812 | 11,014 | SH | SOLE | 11,014 | 0 | 0 | ||
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | 57,148 | 761,469 | SH | SOLE | 761,469 | 0 | 0 | ||
| FACEBOOK INC | CL A | 30303M102 | 912 | 2,740 | SH | SOLE | 2,740 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 618 | 227 | SH | SOLE | 227 | 0 | 0 | ||
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 5,873 | 75,054 | SH | SOLE | 75,054 | 0 | 0 | ||
| UPWORK INC | COM | 91688F104 | 2,084 | 44,539 | SH | SOLE | 44,539 | 0 | 0 | ||