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 |
|
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 |
AMAZON COM INC | COM | 023135106 | 241 | 74 | SH | SOLE | 0 | 0 | 74 | ||
APPLE INC | COM | 037833100 | 996 | 5,702 | SH | SOLE | 0 | 0 | 5,702 | ||
DEERE & CO | COM | 244199105 | 438 | 1,055 | SH | SOLE | 0 | 0 | 1,055 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 258 | 9,340 | SH | SOLE | 0 | 0 | 9,340 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 2,403 | 19,504 | SH | SOLE | 0 | 0 | 19,504 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 422 | 11,105 | SH | SOLE | 0 | 0 | 11,105 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 2,700 | 22,323 | SH | SOLE | 0 | 0 | 22,323 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 368 | 9,719 | SH | SOLE | 0 | 0 | 9,719 | ||
PIMCO ETF TR | INV GRD CRP BD | 72201R817 | 18,429 | 176,996 | SH | SOLE | 0 | 0 | 176,996 | ||
PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | 510 | 6,932 | SH | SOLE | 0 | 0 | 6,932 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 21,405 | 423,223 | SH | SOLE | 0 | 0 | 423,223 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 41,640 | 556,637 | SH | SOLE | 0 | 0 | 556,637 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 37,220 | 521,414 | SH | SOLE | 0 | 0 | 521,414 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 20,936 | 276,002 | SH | SOLE | 0 | 0 | 276,002 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 20,505 | 432,932 | SH | SOLE | 0 | 0 | 432,932 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 5,671 | 31,999 | SH | SOLE | 0 | 0 | 31,999 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,867 | 12,048 | SH | SOLE | 0 | 0 | 12,048 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 42,874 | 243,599 | SH | SOLE | 0 | 0 | 243,599 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,909 | 13,683 | SH | SOLE | 0 | 0 | 13,683 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 200 | 806 | SH | SOLE | 0 | 0 | 806 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,187 | 35,116 | SH | SOLE | 0 | 0 | 35,116 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 594 | 7,308 | SH | SOLE | 0 | 0 | 7,308 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 17,512 | 42,004 | SH | SOLE | 0 | 0 | 42,004 | ||
WALMART INC | COM | 931142103 | 239 | 1,603 | SH | SOLE | 0 | 0 | 1,603 | ||
WELLS FARGO CO NEW | COM | 949746101 | 200 | 4,106 | SH | SOLE | 0 | 0 | 4,106 |