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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 8,327,074 | 198,405 | SH | SOLE | 198,405 | 0 | 0 | |||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 8,228,349 | 149,281 | SH | SOLE | 149,281 | 0 | 0 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 8,103,780 | 57,732 | SH | SOLE | 57,732 | 0 | 0 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 7,511,884 | 21,381 | SH | SOLE | 21,381 | 0 | 0 | |||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 4,363,562 | 60,740 | SH | SOLE | 60,740 | 0 | 0 | |||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 3,871,448 | 18,995 | SH | SOLE | 18,995 | 0 | 0 | |||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 2,781,289 | 56,199 | SH | SOLE | 56,199 | 0 | 0 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 2,521,360 | 26,642 | SH | SOLE | 26,642 | 0 | 0 | |||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 2,433,148 | 32,360 | SH | SOLE | 32,360 | 0 | 0 | |||
APPLE INC | COM | 037833100 | 1,007,997 | 7,758 | SH | SOLE | 7,758 | 0 | 0 | |||
TJX COS INC NEW | COM | 872540109 | 852,119 | 10,705 | SH | SOLE | 10,705 | 0 | 0 | |||
COMCAST CORP NEW | CL A | 20030N101 | 693,771 | 19,839 | SH | SOLE | 19,839 | 0 | 0 | |||
MICROSOFT CORP | COM | 594918104 | 531,681 | 2,217 | SH | SOLE | 2,217 | 0 | 0 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 494,659 | 3,689 | SH | SOLE | 3,689 | 0 | 0 | |||
STARBUCKS CORP | COM | 855244109 | 389,558 | 3,927 | SH | SOLE | 3,927 | 0 | 0 | |||
JOHNSON & JOHNSON | COM | 478160104 | 363,546 | 2,058 | SH | SOLE | 2,058 | 0 | 0 | |||
ALLSTATE CORP | COM | 020002101 | 352,289 | 2,598 | SH | SOLE | 2,598 | 0 | 0 | |||
ALPHABET INC | CAP STK CL C | 02079K107 | 334,512 | 3,770 | SH | SOLE | 3,770 | 0 | 0 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 332,376 | 1,076 | SH | SOLE | 1,076 | 0 | 0 | |||
AMGEN INC | COM | 031162100 | 331,452 | 1,262 | SH | SOLE | 1,262 | 0 | 0 | |||
VISA INC | COM CL A | 92826C839 | 326,806 | 1,573 | SH | SOLE | 1,573 | 0 | 0 | |||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 311,746 | 588 | SH | SOLE | 588 | 0 | 0 | |||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 303,343 | 2,243 | SH | SOLE | 2,243 | 0 | 0 | |||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 300,111 | 1,131 | SH | SOLE | 1,131 | 0 | 0 | |||
NVIDIA CORPORATION | COM | 67066G104 | 299,002 | 2,046 | SH | SOLE | 2,046 | 0 | 0 | |||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 288,070 | 856 | SH | SOLE | 856 | 0 | 0 | |||
HOME DEPOT INC | COM | 437076102 | 273,851 | 867 | SH | SOLE | 867 | 0 | 0 | |||
AMAZON COM INC | COM | 023135106 | 267,708 | 3,187 | SH | SOLE | 3,187 | 0 | 0 | |||
CHASE CORP | COM | 16150R104 | 222,120 | 2,575 | SH | SOLE | 2,575 | 0 | 0 | |||
DISNEY WALT CO | COM | 254687106 | 204,602 | 2,355 | SH | SOLE | 2,355 | 0 | 0 | |||
NEXTERA ENERGY INC | COM | 65339F101 | 201,643 | 2,412 | SH | SOLE | 2,412 | 0 | 0 | |||
COSTAR GROUP INC | COM | 22160N109 | 201,546 | 2,608 | SH | SOLE | 2,608 | 0 | 0 |