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 |
APPLE INC | COM | 037833100 | 606 | 2,065 | SH | SOLE | 0 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 446 | 2,905 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 418 | 3,585 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 443 | 1,371 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 21,095 | 155,708 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 23,434 | 212,613 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 635 | 7,499 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 392 | 5,641 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 368 | 2,695 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 846 | 10,090 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 855 | 13,729 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 10-20 YR TRS ETF | 464288653 | 2,077 | 14,460 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | 24,097 | 191,627 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 9,150 | 82,839 | SH | SOLE | 0 | 0 | 0 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 375 | 4,883 | SH | SOLE | 0 | 0 | 0 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 312 | 960 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 18,454 | 132,766 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 16,209 | 106,526 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 10,749 | 243,972 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 15,057 | 160,679 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 8,360 | 75,250 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 13,448 | 302,411 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 2,358 | 40,240 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 14,975 | 50,625 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 469 | 3,937 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 25,151 | 271,049 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 477 | 3,476 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 329 | 1,803 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,193 | 9,952 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,469 | 14,903 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,248 | 7,627 | SH | SOLE | 0 | 0 | 0 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 5,984 | 111,309 | SH | SOLE | 0 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,109 | 3,446 | SH | SOLE | 0 | 0 | 0 | ||
SHOPIFY INC | CL A | 82509L107 | 290 | 730 | SH | SOLE | 0 | 0 | 0 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 554 | 2,262 | SH | SOLE | 0 | 0 | 0 |