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 |
NEXTERA ENERGY INC | COM | 65339F101 | 204 | 2,412 | SH | SOLE | 0 | 0 | 2,412 | ||
CHASE CORP | COM | 16150R104 | 224 | 2,575 | SH | SOLE | 0 | 0 | 2,575 | ||
COSTAR GROUP INC | COM | 22160N109 | 232 | 3,488 | SH | SOLE | 0 | 0 | 3,488 | ||
MCKESSON CORP | COM | 58155Q103 | 306 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 336 | 2,243 | SH | SOLE | 0 | 0 | 2,243 | ||
HONEYWELL INTL INC | COM | 438516106 | 784 | 4,029 | SH | SOLE | 0 | 0 | 4,029 | ||
COMCAST CORP NEW | CL A | 20030N101 | 1,101 | 23,526 | SH | SOLE | 0 | 0 | 23,526 | ||
TJX COS INC NEW | COM | 872540109 | 1,148 | 18,949 | SH | SOLE | 0 | 0 | 18,949 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,329 | 3,766 | SH | SOLE | 0 | 0 | 3,766 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,494 | 537 | SH | SOLE | 0 | 0 | 537 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,710 | 9,646 | SH | SOLE | 0 | 0 | 9,646 | ||
HOME DEPOT INC | COM | 437076102 | 2,138 | 7,141 | SH | SOLE | 0 | 0 | 7,141 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,596 | 11,402 | SH | SOLE | 0 | 0 | 11,402 | ||
AMGEN INC | COM | 031162100 | 2,787 | 11,526 | SH | SOLE | 0 | 0 | 11,526 | ||
STARBUCKS CORP | COM | 855244109 | 2,860 | 31,438 | SH | SOLE | 0 | 0 | 31,438 | ||
TESLA INC | COM | 88160R101 | 3,055 | 2,835 | SH | SOLE | 0 | 0 | 2,835 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 3,180 | 29,476 | SH | SOLE | 0 | 0 | 29,476 | ||
VISA INC | COM CL A | 92826C839 | 3,200 | 14,431 | SH | SOLE | 0 | 0 | 14,431 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 3,213 | 10,649 | SH | SOLE | 0 | 0 | 10,649 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 3,272 | 63,477 | SH | SOLE | 0 | 0 | 63,477 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 3,326 | 7,300 | SH | SOLE | 0 | 0 | 7,300 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 3,980 | 29,196 | SH | SOLE | 0 | 0 | 29,196 | ||
META PLATFORMS INC | CL A | 30303M102 | 4,321 | 19,434 | SH | SOLE | 0 | 0 | 19,434 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 4,423 | 8,673 | SH | SOLE | 0 | 0 | 8,673 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 4,506 | 57,709 | SH | SOLE | 0 | 0 | 57,709 | ||
ALLSTATE CORP | COM | 020002101 | 4,555 | 32,887 | SH | SOLE | 0 | 0 | 32,887 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,785 | 20,117 | SH | SOLE | 0 | 0 | 20,117 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 5,022 | 1,798 | SH | SOLE | 0 | 0 | 1,798 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 5,073 | 63,779 | SH | SOLE | 0 | 0 | 63,779 | ||
AMAZON COM INC | COM | 023135106 | 5,115 | 1,569 | SH | SOLE | 0 | 0 | 1,569 | ||
APPLE INC | COM | 037833100 | 5,947 | 34,060 | SH | SOLE | 0 | 0 | 34,060 | ||
NVIDIA CORPORATION | COM | 67066G104 | 6,226 | 22,817 | SH | SOLE | 0 | 0 | 22,817 | ||
MICROSOFT CORP | COM | 594918104 | 6,254 | 20,286 | SH | SOLE | 0 | 0 | 20,286 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 8,089 | 54,733 | SH | SOLE | 0 | 0 | 54,733 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 8,296 | 116,258 | SH | SOLE | 0 | 0 | 116,258 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 9,344 | 194,546 | SH | SOLE | 0 | 0 | 194,546 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 11,540 | 27,797 | SH | SOLE | 0 | 0 | 27,797 |