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 |
MONDELEZ INTL INC | CL A | 609207105 | 23 | 400 | SH | SOLE | 0 | 0 | 400 | ||
QUEST DIAGNOSTICS INC | COM | 74834L100 | 24 | 200 | SH | SOLE | 0 | 0 | 200 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 24 | 100 | SH | SOLE | 0 | 0 | 100 | ||
BEYOND MEAT INC | COM | 08862E109 | 25 | 200 | SH | SOLE | 0 | 0 | 200 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 30 | 200 | SH | SOLE | 0 | 0 | 200 | ||
FACEBOOK INC | CL A | 30303M102 | 38 | 140 | SH | SOLE | 0 | 0 | 140 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 51 | 400 | SH | SOLE | 0 | 0 | 400 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 51 | 300 | SH | SOLE | 0 | 0 | 300 | ||
HOME DEPOT INC | COM | 437076102 | 53 | 200 | SH | SOLE | 0 | 0 | 200 | ||
DISNEY WALT CO | COM | 254687106 | 54 | 300 | SH | SOLE | 0 | 0 | 300 | ||
PRIMEENERGY RESOURCES CORP | COM | 74158E104 | 54 | 1,244 | SH | SOLE | 0 | 0 | 1,244 | ||
EXXON MOBIL CORP | COM | 30231G102 | 55 | 1,340 | SH | SOLE | 0 | 0 | 1,340 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 59 | 250 | SH | SOLE | 0 | 0 | 250 | ||
HERSHEY CO | COM | 427866108 | 61 | 400 | SH | SOLE | 0 | 0 | 400 | ||
ANTHEM INC | COM | 036752103 | 64 | 200 | SH | SOLE | 0 | 0 | 200 | ||
CHEVRON CORP NEW | COM | 166764100 | 68 | 800 | SH | SOLE | 0 | 0 | 800 | ||
NETFLIX INC | COM | 64110L106 | 68 | 125 | SH | SOLE | 0 | 0 | 125 | ||
MICROSOFT CORP | COM | 594918104 | 69 | 311 | SH | SOLE | 0 | 0 | 311 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 70 | 500 | SH | SOLE | 0 | 0 | 500 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 82 | 100 | SH | SOLE | 0 | 0 | 100 | ||
ABBVIE INC | COM | 00287Y109 | 86 | 800 | SH | SOLE | 0 | 0 | 800 | ||
YUM CHINA HLDGS INC | COM | 98850P109 | 95 | 1,672 | SH | SOLE | 0 | 0 | 1,672 | ||
JOHNSON & JOHNSON | COM | 478160104 | 100 | 638 | SH | SOLE | 0 | 0 | 638 | ||
HONEYWELL INTL INC | COM | 438516106 | 106 | 500 | SH | SOLE | 0 | 0 | 500 | ||
3M CO | COM | 88579Y101 | 114 | 650 | SH | SOLE | 0 | 0 | 650 | ||
APPLE INC | COM | 037833100 | 176 | 1,329 | SH | SOLE | 0 | 0 | 1,329 | ||
YUM BRANDS INC | COM | 988498101 | 182 | 1,672 | SH | SOLE | 0 | 0 | 1,672 | ||
ABBOTT LABS | COM | 002824100 | 186 | 1,700 | SH | SOLE | 0 | 0 | 1,700 | ||
PEPSICO INC | COM | 713448108 | 209 | 1,410 | SH | SOLE | 0 | 0 | 1,410 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 240 | 2,810 | SH | SOLE | 0 | 0 | 2,810 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,465 | 13,555 | SH | SOLE | 0 | 0 | 13,555 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,486 | 12,676 | SH | SOLE | 0 | 0 | 12,676 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 2,879 | 17,483 | SH | SOLE | 0 | 0 | 17,483 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 6,022 | 50,621 | SH | SOLE | 0 | 0 | 50,621 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 6,151 | 56,104 | SH | SOLE | 0 | 0 | 56,104 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 6,921 | 74,541 | SH | SOLE | 0 | 0 | 74,541 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 7,026 | 49,773 | SH | SOLE | 0 | 0 | 49,773 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 9,426 | 37,205 | SH | SOLE | 0 | 0 | 37,205 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 13,751 | 165,869 | SH | SOLE | 0 | 0 | 165,869 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 16,376 | 265,849 | SH | SOLE | 0 | 0 | 265,849 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 33,633 | 97,859 | SH | SOLE | 0 | 0 | 97,859 |