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 |
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 16,256 | 289,292 | SH | SOLE | 0 | 0 | 289,292 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 13,165 | 249,981 | SH | SOLE | 0 | 0 | 249,981 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,072 | 14,215 | SH | SOLE | 0 | 0 | 14,215 | ||
ISHARES TR | ESG MSCI USA SML | 46435U663 | 266 | 10,630 | SH | SOLE | 0 | 0 | 10,630 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 12,806 | 45,826 | SH | SOLE | 0 | 0 | 45,826 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,497 | 18,579 | SH | SOLE | 0 | 0 | 18,579 | ||
FIDELITY COVINGTON TR | MSCI INFO TECH I | 316092808 | 1,845 | 22,433 | SH | SOLE | 0 | 0 | 22,433 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 29,710 | 292,495 | SH | SOLE | 0 | 0 | 292,495 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 24,744 | 231,587 | SH | SOLE | 0 | 0 | 231,587 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 13,254 | 202,751 | SH | SOLE | 0 | 0 | 202,751 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,044 | 12,484 | SH | SOLE | 0 | 0 | 12,484 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 3,327 | 33,397 | SH | SOLE | 0 | 0 | 33,397 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 13,891 | 121,567 | SH | SOLE | 0 | 0 | 121,567 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 213 | 1,052 | SH | SOLE | 0 | 0 | 1,052 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 229 | 1,151 | SH | SOLE | 0 | 0 | 1,151 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 22,212 | 443,196 | SH | SOLE | 0 | 0 | 443,196 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 436 | 7,725 | SH | SOLE | 0 | 0 | 7,725 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 260 | 6,258 | SH | SOLE | 0 | 0 | 6,258 | ||
APPLE INC | COM | 037833100 | 444 | 1,217 | SH | SOLE | 0 | 0 | 1,217 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 3,850 | 36,889 | SH | SOLE | 0 | 0 | 36,889 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 267 | 9,391 | SH | SOLE | 0 | 0 | 9,391 |