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 | 348 | 1 | SH | SOLE | 1 | 0 | 0 | ||
ISHARES INC | ESG MSCI EM ETF | 46434G863 | 10,681 | 254,429 | SH | SOLE | 254,429 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 27,364 | 72,896 | SH | SOLE | 72,895 | 0 | 0 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 10,973 | 79,438 | SH | SOLE | 79,438 | 0 | 0 | ||
ISHARES TR | GLOBAL TECH ETF | 464287291 | 5,012 | 16,705 | SH | SOLE | 16,704 | 0 | 0 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 1,636 | 10,375 | SH | SOLE | 10,375 | 0 | 0 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 357 | 2,979 | SH | SOLE | 2,978 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,932 | 31,903 | SH | SOLE | 31,903 | 0 | 0 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | 499 | 4,366 | SH | SOLE | 4,366 | 0 | 0 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 8,499 | 72,514 | SH | SOLE | 72,513 | 0 | 0 | ||
ISHARES TR | MBS ETF | 464288588 | 4,410 | 40,048 | SH | SOLE | 40,048 | 0 | 0 | ||
ISHARES TR | SH TR CRPORT ETF | 464288646 | 5,100 | 92,438 | SH | SOLE | 92,437 | 0 | 0 | ||
ISHARES TR | U.S. MED DVC ETF | 464288810 | 4,430 | 13,536 | SH | SOLE | 13,535 | 0 | 0 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 11,473 | 113,691 | SH | SOLE | 113,691 | 0 | 0 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | 8,766 | 321,805 | SH | SOLE | 321,804 | 0 | 0 | ||
ISHARES TR | MIN VOL USA ETF | 46429B697 | 3,356 | 49,447 | SH | SOLE | 49,446 | 0 | 0 | ||
ISHARES TR | EDGE MSCI USA VL | 46432F388 | 6,156 | 70,837 | SH | SOLE | 70,837 | 0 | 0 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,979 | 43,117 | SH | SOLE | 43,116 | 0 | 0 | ||
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 3,930 | 86,484 | SH | SOLE | 86,483 | 0 | 0 | ||
ISHARES TR | ESG MSCI USA ETF | 46435G425 | 23,579 | 274,081 | SH | SOLE | 274,080 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,890 | 5,055 | SH | SOLE | 5,054 | 0 | 0 | ||
SPDR SER TR | NUVEEN BRC MUNIC | 78468R721 | 637 | 12,143 | SH | SOLE | 12,143 | 0 | 0 | ||
SPDR SERIES TRUST | PORTFOLIO LN COR | 78464A367 | 258 | 7,798 | SH | SOLE | 7,798 | 0 | 0 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 343 | 9,216 | SH | SOLE | 9,216 | 0 | 0 | ||
SPDR SERIES TRUST | PORTFOLIO LR ETF | 78464A854 | 201 | 4,568 | SH | SOLE | 4,568 | 0 | 0 | ||
WISDOMTREE TR | EMERG MKTS DIV | 97717X214 | 211 | 5,900 | SH | SOLE | 5,900 | 0 | 0 |