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 |
|
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 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 13,774 | 31,550 | SH | SOLE | 0 | 0 | 31,550 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 9,364 | 183,398 | SH | SOLE | 0 | 0 | 183,398 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 8,281 | 105,432 | SH | SOLE | 0 | 0 | 105,432 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 7,862 | 53,443 | SH | SOLE | 0 | 0 | 53,443 | ||
MICROSOFT CORP | COM | 594918104 | 7,368 | 21,909 | SH | SOLE | 0 | 0 | 21,909 | ||
NVIDIA CORPORATION | COM | 67066G104 | 7,292 | 24,793 | SH | SOLE | 0 | 0 | 24,793 | ||
META PLATFORMS INC | CL A | 30303M102 | 6,140 | 18,255 | SH | SOLE | 0 | 0 | 18,255 | ||
APPLE INC | COM | 037833100 | 5,587 | 31,463 | SH | SOLE | 0 | 0 | 31,463 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 5,206 | 1,799 | SH | SOLE | 0 | 0 | 1,799 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 5,071 | 19,906 | SH | SOLE | 0 | 0 | 19,906 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 4,862 | 57,368 | SH | SOLE | 0 | 0 | 57,368 | ||
AMAZON COM INC | COM | 023135106 | 4,811 | 1,443 | SH | SOLE | 0 | 0 | 1,443 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 4,623 | 29,193 | SH | SOLE | 0 | 0 | 29,193 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 4,581 | 8,078 | SH | SOLE | 0 | 0 | 8,078 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 4,568 | 56,213 | SH | SOLE | 0 | 0 | 56,213 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 4,552 | 82,902 | SH | SOLE | 0 | 0 | 82,902 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,356 | 8,675 | SH | SOLE | 0 | 0 | 8,675 | ||
ALLSTATE CORP | COM | 020002101 | 3,869 | 32,885 | SH | SOLE | 0 | 0 | 32,885 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 3,220 | 28,124 | SH | SOLE | 0 | 0 | 28,124 | ||
STARBUCKS CORP | COM | 855244109 | 2,994 | 25,597 | SH | SOLE | 0 | 0 | 25,597 | ||
TESLA INC | COM | 88160R101 | 2,994 | 2,833 | SH | SOLE | 0 | 0 | 2,833 | ||
HOME DEPOT INC | COM | 437076102 | 2,945 | 7,096 | SH | SOLE | 0 | 0 | 7,096 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 2,892 | 8,050 | SH | SOLE | 0 | 0 | 8,050 | ||
VISA INC | COM CL A | 92826C839 | 2,832 | 13,069 | SH | SOLE | 0 | 0 | 13,069 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,753 | 11,402 | SH | SOLE | 0 | 0 | 11,402 | ||
AMGEN INC | COM | 031162100 | 2,370 | 10,536 | SH | SOLE | 0 | 0 | 10,536 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,650 | 9,647 | SH | SOLE | 0 | 0 | 9,647 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,556 | 537 | SH | SOLE | 0 | 0 | 537 | ||
COMCAST CORP NEW | CL A | 20030N101 | 1,152 | 22,893 | SH | SOLE | 0 | 0 | 22,893 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,032 | 3,450 | SH | SOLE | 0 | 0 | 3,450 | ||
TJX COS INC NEW | COM | 872540109 | 1,010 | 13,308 | SH | SOLE | 0 | 0 | 13,308 | ||
HONEYWELL INTL INC | COM | 438516106 | 840 | 4,029 | SH | SOLE | 0 | 0 | 4,029 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 337 | 2,243 | SH | SOLE | 0 | 0 | 2,243 | ||
COSTAR GROUP INC | COM | 22160N109 | 274 | 3,470 | SH | SOLE | 0 | 0 | 3,470 | ||
MCKESSON CORP | COM | 58155Q103 | 249 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 225 | 2,412 | SH | SOLE | 0 | 0 | 2,412 |