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 |
AMGEN INC | COM | 031162100 | 299 | 1,328 | SH | SOLE | 0 | 0 | 0 | 1,328 | |
APPLE INC | COM | 037833100 | 852 | 6,164 | SH | SOLE | 0 | 0 | 0 | 6,164 | |
BROWN & BROWN INC | COM | 115236101 | 496 | 8,198 | SH | SOLE | 0 | 0 | 0 | 8,198 | |
CARNIVAL CORP | COMMON STOCK | 143658300 | 138 | 19,561 | SH | SOLE | 0 | 0 | 0 | 19,561 | |
COMCAST CORP NEW | CL A | 20030N101 | 223 | 7,618 | SH | SOLE | 0 | 0 | 0 | 7,618 | |
DISNEY WALT CO | COM | 254687106 | 219 | 2,323 | SH | SOLE | 0 | 0 | 0 | 2,323 | |
HUBBELL INC | COM | 443510607 | 224 | 1,003 | SH | SOLE | 0 | 0 | 0 | 1,003 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 259 | 969 | SH | SOLE | 0 | 0 | 0 | 969 | |
ISHARES INC | CORE MSCI EMKT | 46434G103 | 7,597 | 176,757 | SH | SOLE | 0 | 0 | 0 | 176,757 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 13,552 | 257,295 | SH | SOLE | 0 | 0 | 0 | 257,295 | |
ISHARES TR | RUS MD CP GR ETF | 464287481 | 915 | 11,661 | SH | SOLE | 0 | 0 | 0 | 11,661 | |
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 400 | 4,162 | SH | SOLE | 0 | 0 | 0 | 4,162 | |
ISHARES TR | RUS 2000 GRW ETF | 464287648 | 273 | 1,323 | SH | SOLE | 0 | 0 | 0 | 1,323 | |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 10,520 | 47,980 | SH | SOLE | 0 | 0 | 0 | 47,980 | |
ISHARES TR | S&P MC 400VL ETF | 464287705 | 6,537 | 72,638 | SH | SOLE | 0 | 0 | 0 | 72,638 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 8,261 | 94,743 | SH | SOLE | 0 | 0 | 0 | 94,743 | |
ISHARES TR | SP SMCP600VL ETF | 464287879 | 1,831 | 22,203 | SH | SOLE | 0 | 0 | 0 | 22,203 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 9,760 | 27,214 | SH | SOLE | 0 | 0 | 0 | 27,214 | |
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 231 | 3,998 | SH | SOLE | 0 | 0 | 0 | 3,998 | |
JOHNSON & JOHNSON | COM | 478160104 | 404 | 2,472 | SH | SOLE | 0 | 0 | 0 | 2,472 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 347 | 3,321 | SH | SOLE | 0 | 0 | 0 | 3,321 | |
MCDONALDS CORP | COM | 580135101 | 477 | 2,068 | SH | SOLE | 0 | 0 | 0 | 2,068 | |
MICROSOFT CORP | COM | 594918104 | 604 | 2,594 | SH | SOLE | 0 | 0 | 0 | 2,594 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 468 | 3,705 | SH | SOLE | 0 | 0 | 0 | 3,705 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,262 | 7,034 | SH | SOLE | 0 | 0 | 0 | 7,034 | |
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,940 | 48,106 | SH | SOLE | 0 | 0 | 0 | 48,106 | |
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,201 | 8,376 | SH | SOLE | 0 | 0 | 0 | 8,376 | |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 7,307 | 96,549 | SH | SOLE | 0 | 0 | 0 | 96,549 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 241 | 1,780 | SH | SOLE | 0 | 0 | 0 | 1,780 |