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 |
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 320 | 1 | SH | SOLE | 1 | 0 | 0 | ||
ISHARES INC | ESG MSCI EM ETF | 46434G863 | 7,158 | 201,000 | SH | SOLE | 201,000 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 22,085 | 65,718 | SH | SOLE | 65,718 | 0 | 0 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 11,039 | 81,946 | SH | SOLE | 81,946 | 0 | 0 | ||
ISHARES TR | GLOBAL TECH ETF | 464287291 | 4,625 | 17,540 | SH | SOLE | 17,539 | 0 | 0 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 1,893 | 11,593 | SH | SOLE | 11,592 | 0 | 0 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 280 | 2,302 | SH | SOLE | 2,302 | 0 | 0 | ||
ISHARES TR | U.S. FIN SVC ETF | 464287770 | 2,131 | 17,461 | SH | SOLE | 17,460 | 0 | 0 | ||
ISHARES TR | U.S. FINLS ETF | 464287788 | 339 | 2,986 | SH | SOLE | 2,986 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 4,430 | 63,083 | SH | SOLE | 63,082 | 0 | 0 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | 665 | 3,770 | SH | SOLE | 3,770 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 7,316 | 63,104 | SH | SOLE | 63,104 | 0 | 0 | ||
ISHARES TR | SH TR CRPORT ETF | 464288646 | 4,951 | 90,168 | SH | SOLE | 90,167 | 0 | 0 | ||
ISHARES TR | U.S. MED DVC ETF | 464288810 | 4,166 | 13,905 | SH | SOLE | 13,905 | 0 | 0 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 11,464 | 127,549 | SH | SOLE | 127,549 | 0 | 0 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 204 | 3,519 | SH | SOLE | 3,519 | 0 | 0 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | 10,215 | 365,471 | SH | SOLE | 365,471 | 0 | 0 | ||
ISHARES TR | MIN VOL USA ETF | 46429B697 | 3,084 | 48,385 | SH | SOLE | 48,384 | 0 | 0 | ||
ISHARES TR | EDGE MSCI USA VL | 46432F388 | 5,072 | 68,748 | SH | SOLE | 68,747 | 0 | 0 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 4,829 | 80,117 | SH | SOLE | 80,116 | 0 | 0 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 4,063 | 92,455 | SH | SOLE | 92,455 | 0 | 0 | ||
ISHARES TR | ESG MSCI USA ETF | 46435G425 | 16,074 | 210,915 | SH | SOLE | 210,915 | 0 | 0 | ||
ISHARES US ETF TR | SHT MAT BD ETF | 46431W507 | 2,032 | 40,559 | SH | SOLE | 40,559 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,947 | 5,814 | SH | SOLE | 5,813 | 0 | 0 | ||
SPDR SER TR | NUVEEN BRC MUNIC | 78468R721 | 676 | 13,025 | SH | SOLE | 13,025 | 0 | 0 | ||
SPDR SERIES TRUST | PORTFOLIO LN COR | 78464A367 | 248 | 7,798 | SH | SOLE | 7,798 | 0 | 0 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 397 | 10,795 | SH | SOLE | 10,795 | 0 | 0 |