The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | 6,824,210 | 147,870 | SH | SOLE | 0 | 0 | 147,870 | |||
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | 10,606,173 | 210,482 | SH | SOLE | 0 | 0 | 210,482 | |||
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | 3,228,144 | 62,343 | SH | SOLE | 0 | 0 | 62,343 | |||
| ISHARES TR | CORE INTL AGGR | 46435G672 | 5,299,447 | 104,732 | SH | SOLE | 0 | 0 | 104,732 | |||
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 15,940,325 | 23,209 | SH | SOLE | 0 | 0 | 23,209 | |||
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | 3,938,176 | 15,995 | SH | SOLE | 0 | 0 | 15,995 | |||
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 7,026,889 | 138,926 | SH | SOLE | 0 | 0 | 138,926 | |||
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | 451,283 | 4,483 | SH | SOLE | 0 | 0 | 4,483 | |||
| META PLATFORMS INC | CL A | 30303M102 | 207,291 | 368 | SH | SOLE | 0 | 0 | 368 | |||
| ISHARES TR | CORE S&P500 ETF | 464287200 | 1,274,203 | 1,701 | SH | SOLE | 0 | 0 | 1,701 | |||
| ISHARES TR | CORE MSCI EAFE | 46432F842 | 444,757 | 4,605 | SH | SOLE | 0 | 0 | 4,605 | |||
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | 3,189,201 | 43,748 | SH | SOLE | 0 | 0 | 43,748 | |||
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 7,724,925 | 75,138 | SH | SOLE | 0 | 0 | 75,138 | |||
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | 571,924 | 10,458 | SH | SOLE | 0 | 0 | 10,458 | |||
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | 2,291,458 | 43,965 | SH | SOLE | 0 | 0 | 43,965 | |||
| ISHARES TR | ESG MSCI LEADR | 46435U218 | 9,340,389 | 70,355 | SH | SOLE | 0 | 0 | 70,355 | |||
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 448,821 | 9,267 | SH | SOLE | 0 | 0 | 9,267 | |||
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | 453,431 | 9,564 | SH | SOLE | 0 | 0 | 9,564 | |||
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 1,337,836 | 10,117 | SH | SOLE | 0 | 0 | 10,117 | |||
| ISHARES TR | ESG ADVAN ETF | 46436E619 | 3,331,272 | 76,669 | SH | SOLE | 0 | 0 | 76,669 | |||
| ISHARES TR | CORE 40 MODE ETF | 464289875 | 347,234 | 6,960 | SH | SOLE | 0 | 0 | 6,960 | |||
| APPLE INC | COM | 037833100 | 10,590,065 | 36,598 | SH | SOLE | 0 | 0 | 36,598 | |||
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 2,663,261 | 7,197 | SH | SOLE | 0 | 0 | 7,197 | |||
| ISHARES TR | CORE S&P TTL STK | 464287150 | 222,586 | 1,355 | SH | SOLE | 0 | 0 | 1,355 | |||
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 405,716 | 2,585 | SH | SOLE | 0 | 0 | 2,585 | |||
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 276,099 | 3,353 | SH | SOLE | 0 | 0 | 3,353 | |||
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 207,637 | 685 | SH | SOLE | 0 | 0 | 685 | |||
| ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,478,733 | 13,740 | SH | SOLE | 0 | 0 | 13,740 | |||
| ALPHABET INC | CAP STK CL A | 02079K305 | 223,480 | 625 | SH | SOLE | 0 | 0 | 625 | |||
| MICROSOFT CORP | COM | 594918104 | 537,574 | 1,441 | SH | SOLE | 0 | 0 | 1,441 | |||
| NVIDIA CORPORATION | COM | 67066G104 | 285,729 | 1,428 | SH | SOLE | 0 | 0 | 1,428 | |||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 339,264 | 678 | SH | SOLE | 0 | 0 | 678 | |||
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | 1,263,465 | 7,720 | SH | SOLE | 0 | 0 | 7,720 | |||
| ISHARES TR | ESG AWARE MSCI | 46435U663 | 247,208 | 4,420 | SH | SOLE | 0 | 0 | 4,420 | |||
| BROADCOM INC | COM | 11135F101 | 307,111 | 813 | SH | SOLE | 0 | 0 | 813 | |||
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 231,788 | 8,368 | SH | SOLE | 0 | 0 | 8,368 | |||
| J P MORGAN EXCHANGE TRADED F | SUST MUNI IN ETF | 46654Q815 | 303,397 | 6,015 | SH | SOLE | 0 | 0 | 6,015 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 376,296 | 1,065 | SH | SOLE | 0 | 0 | 1,065 | |||