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 |
AMAZON COM INC | COM | 023135106 | 472 | 242 | SH | SOLE | 0 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 524 | 2,060 | SH | SOLE | 0 | 0 | 0 | ||
CLOROX CO DEL | COM | 189054109 | 453 | 2,615 | SH | SOLE | 0 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 402 | 2,905 | SH | SOLE | 0 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 82 | 10,374 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 219 | 1,854 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 434 | 1,678 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 27,768 | 168,321 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 28,431 | 234,035 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 2,083 | 24,038 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 300 | 5,611 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 278 | 2,804 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 994 | 17,715 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 295 | 6,590 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 10-20 YR TRS ETF | 464288653 | 2,043 | 12,187 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | 26,988 | 202,397 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 16,702 | 150,439 | SH | SOLE | 0 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 295 | 4,883 | SH | SOLE | 0 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 272 | 960 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 265 | 6,431 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 472 | 10,305 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 11,450 | 132,359 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 12,287 | 119,898 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 8,744 | 262,265 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 12,282 | 173,593 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 5,800 | 74,117 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 10,179 | 303,404 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 2,373 | 54,825 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 15,011 | 63,386 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 325 | 4,004 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 19,562 | 280,052 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 298 | 3,354 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 236 | 1,504 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 207 | 2,329 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 890 | 7,712 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 789 | 6,122 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 3,375 | 83,398 | SH | SOLE | 0 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 884 | 3,429 | SH | SOLE | 0 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 310 | 744 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 479 | 2,262 | SH | SOLE | 0 | 0 | 0 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 430 | 2,940 | SH | SOLE | 0 | 0 | 0 |