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 |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 220 | 3,225 | SH | SOLE | 0 | 0 | 3,225 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 223 | 592 | SH | SOLE | 0 | 0 | 592 | ||
THE REALREAL INC | COM | 88339P101 | 233 | 11,948 | SH | SOLE | 0 | 0 | 11,948 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 265 | 2,724 | SH | SOLE | 0 | 0 | 2,724 | ||
MICROSOFT CORP | COM | 594918104 | 311 | 1,400 | SH | SOLE | 0 | 0 | 1,400 | ||
EXXON MOBIL CORP | COM | 30231G102 | 314 | 7,628 | SH | SOLE | 0 | 0 | 7,628 | ||
ISHARES TR | RUS MD CP GR ETF | 464287481 | 317 | 3,084 | SH | SOLE | 0 | 0 | 3,084 | ||
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 329 | 1,147 | SH | SOLE | 0 | 0 | 1,147 | ||
CLOROX CO DEL | COM | 189054109 | 346 | 1,714 | SH | SOLE | 0 | 0 | 1,714 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 360 | 1,608 | SH | SOLE | 0 | 0 | 1,608 | ||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 385 | 11,283 | SH | SOLE | 0 | 0 | 11,283 | ||
ISHARES TR | ISHS 5-10YR INVT | 464288638 | 442 | 7,156 | SH | SOLE | 0 | 0 | 7,156 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 468 | 3,937 | SH | SOLE | 0 | 0 | 3,937 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 514 | 3,642 | SH | SOLE | 0 | 0 | 3,642 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 548 | 3,853 | SH | SOLE | 0 | 0 | 3,853 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 568 | 4,776 | SH | SOLE | 0 | 0 | 4,776 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 583 | 2,354 | SH | SOLE | 0 | 0 | 2,354 | ||
DANAHER CORPORATION | COM | 235851102 | 626 | 2,819 | SH | SOLE | 0 | 0 | 2,819 | ||
VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 633 | 10,682 | SH | SOLE | 0 | 0 | 10,682 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 700 | 1,979 | SH | SOLE | 0 | 0 | 1,979 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 778 | 8,554 | SH | SOLE | 0 | 0 | 8,554 | ||
AMAZON COM INC | COM | 023135106 | 909 | 279 | SH | SOLE | 0 | 0 | 279 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 936 | 7,918 | SH | SOLE | 0 | 0 | 7,918 | ||
ZOOM VIDEO COMMUNICATIONS IN | CL A | 98980L101 | 992 | 2,940 | SH | SOLE | 0 | 0 | 2,940 | ||
APPLE INC | COM | 037833100 | 1,075 | 8,101 | SH | SOLE | 0 | 0 | 8,101 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 1,106 | 13,601 | SH | SOLE | 0 | 0 | 13,601 | ||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 1,171 | 13,552 | SH | SOLE | 0 | 0 | 13,552 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 1,209 | 21,916 | SH | SOLE | 0 | 0 | 21,916 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,219 | 3,261 | SH | SOLE | 0 | 0 | 3,261 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | 922042874 | 1,448 | 24,033 | SH | SOLE | 0 | 0 | 24,033 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,574 | 8,087 | SH | SOLE | 0 | 0 | 8,087 | ||
ISHARES TR | 10-20 YR TRS ETF | 464288653 | 1,652 | 10,376 | SH | SOLE | 0 | 0 | 10,376 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 2,079 | 24,972 | SH | SOLE | 0 | 0 | 24,972 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,108 | 10,831 | SH | SOLE | 0 | 0 | 10,831 | ||
VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 2,177 | 31,025 | SH | SOLE | 0 | 0 | 31,025 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 3,249 | 26,666 | SH | SOLE | 0 | 0 | 26,666 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 3,600 | 58,033 | SH | SOLE | 0 | 0 | 58,033 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 5,403 | 48,880 | SH | SOLE | 0 | 0 | 48,880 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 7,332 | 88,444 | SH | SOLE | 0 | 0 | 88,444 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 9,665 | 36,110 | SH | SOLE | 0 | 0 | 36,110 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 10,466 | 41,312 | SH | SOLE | 0 | 0 | 41,312 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 11,482 | 229,133 | SH | SOLE | 0 | 0 | 229,133 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 11,857 | 129,016 | SH | SOLE | 0 | 0 | 129,016 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 12,099 | 256,271 | SH | SOLE | 0 | 0 | 256,271 | ||
VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | 14,033 | 99,939 | SH | SOLE | 0 | 0 | 99,939 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 15,901 | 173,763 | SH | SOLE | 0 | 0 | 173,763 | ||
ISHARES TR | 20 YR TR BD ETF | 464287432 | 22,882 | 145,070 | SH | SOLE | 0 | 0 | 145,070 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 23,117 | 272,192 | SH | SOLE | 0 | 0 | 272,192 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | 23,494 | 176,675 | SH | SOLE | 0 | 0 | 176,675 | ||
ISHARES TR | BARCLAYS 7 10 YR | 464287440 | 26,691 | 222,516 | SH | SOLE | 0 | 0 | 222,516 | ||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 27,130 | 161,712 | SH | SOLE | 0 | 0 | 161,712 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 40,897 | 118,994 | SH | SOLE | 0 | 0 | 118,994 |