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 |
APPLE INC | COM | 037833100 | 201 | 1,059 | SH | SOLE | 0 | 0 | 1,059 | ||
MCDONALDS CORP | COM | 580135101 | 399 | 2,102 | SH | SOLE | 0 | 0 | 2,102 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 10,829 | 104,362 | SH | SOLE | 0 | 0 | 104,362 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 18,633 | 234,460 | SH | SOLE | 0 | 0 | 234,460 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 14,901 | 272,368 | SH | SOLE | 0 | 0 | 272,368 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 11,393 | 205,719 | SH | SOLE | 0 | 0 | 205,719 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 11,050 | 157,937 | SH | SOLE | 0 | 0 | 157,937 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 2,170 | 69,877 | SH | SOLE | 0 | 0 | 69,877 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 2,160 | 78,418 | SH | SOLE | 0 | 0 | 78,418 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 2,808 | 75,345 | SH | SOLE | 0 | 0 | 75,345 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 8,666 | 276,616 | SH | SOLE | 0 | 0 | 276,616 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 10,621 | 204,871 | SH | SOLE | 0 | 0 | 204,871 | ||
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 8,399 | 260,523 | SH | SOLE | 0 | 0 | 260,523 | ||
SPDR SER TR | ICE BOFAML ETF | 78468R606 | 3,685 | 141,709 | SH | SOLE | 0 | 0 | 141,709 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 3,698 | 97,789 | SH | SOLE | 0 | 0 | 97,789 | ||
SPDR SERIES TRUST | S&P 600 SMCP VAL | 78464A300 | 5,557 | 92,110 | SH | SOLE | 0 | 0 | 92,110 | ||
SPDR SERIES TRUST | PORTFOLIO MD ETF | 78464A847 | 2,820 | 84,549 | SH | SOLE | 0 | 0 | 84,549 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 234 | 1,308 | SH | SOLE | 0 | 0 | 1,308 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 21,489 | 166,833 | SH | SOLE | 0 | 0 | 166,833 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 222 | 3,764 | SH | SOLE | 0 | 0 | 3,764 | ||
WISDOMTREE TR | YIELD ENHANCD US | 97717X511 | 3,610 | 72,571 | SH | SOLE | 0 | 0 | 72,571 |