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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 | 488,183 | 2,108 | SH | SOLE | 0 | 0 | 2,108 | |||
| AMAZON COM INC | COM | 023135106 | 206,615 | 941 | SH | SOLE | 0 | 0 | 941 | |||
| APPLE INC | COM | 037833100 | 1,218,597 | 4,786 | SH | SOLE | 0 | 0 | 4,786 | |||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 265,949 | 529 | SH | SOLE | 0 | 0 | 529 | |||
| CATERPILLAR INC | COM | 149123101 | 796,841 | 1,670 | SH | SOLE | 0 | 0 | 1,670 | |||
| META PLATFORMS INC | CL A | 30303M102 | 357,643 | 487 | SH | SOLE | 0 | 0 | 487 | |||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 2,252,955 | 11,876 | SH | SOLE | 0 | 0 | 11,876 | |||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 813,200 | 1,215 | SH | SOLE | 0 | 0 | 1,215 | |||
| ISHARES TR | CORE S&P MCP ETF | 464287507 | 356,320 | 5,460 | SH | SOLE | 0 | 0 | 5,460 | |||
| ISHARES TR | CORE S&P SCP ETF | 464287804 | 231,124 | 1,945 | SH | SOLE | 0 | 0 | 1,945 | |||
| ISHARES TR | CORE MSCI INTL | 46435G326 | 297,431 | 3,710 | SH | SOLE | 0 | 0 | 3,710 | |||
| ISHARES TR | CR 5 10 YR ETF | 46435G417 | 313,868 | 7,100 | SH | SOLE | 0 | 0 | 7,100 | |||
| KLA CORP | COM NEW | 482480100 | 2,090,327 | 1,938 | SH | SOLE | 0 | 0 | 1,938 | |||
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 12,466,779 | 169,708 | SH | SOLE | 0 | 0 | 169,708 | |||
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 4,092,738 | 55,032 | SH | SOLE | 0 | 0 | 55,032 | |||
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 2,094,032 | 34,947 | SH | SOLE | 0 | 0 | 34,947 | |||
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 597,205 | 4,237 | SH | SOLE | 0 | 0 | 4,237 | |||
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 1,838,881 | 37,179 | SH | SOLE | 0 | 0 | 37,179 | |||
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 337,273 | 2,366 | SH | SOLE | 0 | 0 | 2,366 | |||
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 2,311,049 | 32,381 | SH | SOLE | 0 | 0 | 32,381 | |||
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 498,845 | 9,207 | SH | SOLE | 0 | 0 | 9,207 | |||
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 421,248 | 7,158 | SH | SOLE | 0 | 0 | 7,158 | |||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 14,600,568 | 23,842 | SH | SOLE | 0 | 0 | 23,842 | |||
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 5,479,217 | 26,174 | SH | SOLE | 0 | 0 | 26,174 | |||
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,082,718 | 2,257 | SH | SOLE | 0 | 0 | 2,257 | |||
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,817,280 | 9,745 | SH | SOLE | 0 | 0 | 9,745 | |||
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 393,763 | 1,549 | SH | SOLE | 0 | 0 | 1,549 | |||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 5,400,661 | 16,457 | SH | SOLE | 0 | 0 | 16,457 | |||
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | 3,909,124 | 77,763 | SH | SOLE | 0 | 0 | 77,763 | |||