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 |
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 11,285 | 381,636 | SH | SOLE | 0 | 0 | 381,636 | ||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 10,703 | 324,334 | SH | SOLE | 0 | 0 | 324,334 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 2,429 | 40,571 | SH | SOLE | 0 | 0 | 40,571 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 9,317 | 81,675 | SH | SOLE | 0 | 0 | 81,675 | ||
ISHARES TR | MBS ETF | 464288588 | 12,780 | 118,962 | SH | SOLE | 0 | 0 | 118,962 | ||
SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 808524730 | 5,480 | 176,830 | SH | SOLE | 0 | 0 | 176,830 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 10,587 | 325,661 | SH | SOLE | 0 | 0 | 325,661 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 13,168 | 224,674 | SH | SOLE | 0 | 0 | 224,674 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 10,646 | 207,124 | SH | SOLE | 0 | 0 | 207,124 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 1,624 | 40,862 | SH | SOLE | 0 | 0 | 40,862 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 1,898 | 47,069 | SH | SOLE | 0 | 0 | 47,069 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | 1,742 | 20,651 | SH | SOLE | 0 | 0 | 20,651 | ||
ISHARES TR | MSCI LW CRB TG | 46434V464 | 4,093 | 23,524 | SH | SOLE | 0 | 0 | 23,524 | ||
NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | 4,499 | 115,744 | SH | SOLE | 0 | 0 | 115,744 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 6,580 | 106,100 | SH | SOLE | 0 | 0 | 106,100 | ||
VANGUARD WORLD FD | ESG US CORP BD | 921910691 | 884 | 12,029 | SH | SOLE | 0 | 0 | 12,029 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | 2,486 | 23,483 | SH | SOLE | 0 | 0 | 23,483 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | 2,923 | 109,550 | SH | SOLE | 0 | 0 | 109,550 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | 2,413 | 45,662 | SH | SOLE | 0 | 0 | 45,662 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 1,749 | 20,642 | SH | SOLE | 0 | 0 | 20,642 |