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 |
CHIMERA INVT CORP | COM NEW | 16934Q208 | 209 | 10,057 | SH | SOLE | 0 | 0 | 10,057 | ||
INTEL CORP | COM | 458140100 | 213 | 3,550 | SH | SOLE | 0 | 0 | 3,550 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 221 | 1,600 | SH | SOLE | 0 | 0 | 1,600 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 223 | 4,150 | SH | SOLE | 0 | 0 | 4,150 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 227 | 1,070 | SH | SOLE | 0 | 0 | 1,070 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 229 | 1,571 | SH | SOLE | 0 | 0 | 1,571 | ||
CBRE GROUP INC | CL A | 12504L109 | 237 | 3,900 | SH | SOLE | 0 | 0 | 3,900 | ||
JOHNSON & JOHNSON | COM | 478160104 | 239 | 1,657 | SH | SOLE | 0 | 0 | 1,657 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 241 | 640 | SH | SOLE | 0 | 0 | 640 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 243 | 750 | SH | SOLE | 0 | 0 | 750 | ||
MCCORMICK & CO INC | COM NON VTG | 579780206 | 243 | 1,418 | SH | SOLE | 0 | 0 | 1,418 | ||
BROWN FORMAN CORP | CL A | 115637100 | 266 | 4,234 | SH | SOLE | 0 | 0 | 4,234 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 270 | 1,912 | SH | SOLE | 0 | 0 | 1,912 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 289 | 1,271 | SH | SOLE | 0 | 0 | 1,271 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 314 | 1,982 | SH | SOLE | 0 | 0 | 1,982 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 338 | 5,603 | SH | SOLE | 0 | 0 | 5,603 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 353 | 8,260 | SH | SOLE | 0 | 0 | 8,260 | ||
EXXON MOBIL CORP | COM | 30231G102 | 371 | 5,238 | SH | SOLE | 0 | 0 | 5,238 | ||
AT&T INC | COM | 00206R102 | 396 | 10,135 | SH | SOLE | 0 | 0 | 10,135 | ||
FACEBOOK INC | CL A | 30303M102 | 405 | 1,903 | SH | SOLE | 0 | 0 | 1,903 | ||
HOME DEPOT INC | COM | 437076102 | 419 | 1,905 | SH | SOLE | 0 | 0 | 1,905 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 442 | 8,228 | SH | SOLE | 0 | 0 | 8,228 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 529 | 4,622 | SH | SOLE | 0 | 0 | 4,622 | ||
APPLE INC | COM | 037833100 | 633 | 2,110 | SH | SOLE | 0 | 0 | 2,110 | ||
MICROSOFT CORP | COM | 594918104 | 841 | 5,286 | SH | SOLE | 0 | 0 | 5,286 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 856 | 5,169 | SH | SOLE | 0 | 0 | 5,169 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 917 | 15,901 | SH | SOLE | 0 | 0 | 15,901 | ||
ISHARES US ETF TR | SHT MAT BD ETF | 46431W507 | 983 | 19,551 | SH | SOLE | 0 | 0 | 19,551 | ||
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 921932885 | 1,011 | 7,303 | SH | SOLE | 0 | 0 | 7,303 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,202 | 7,307 | SH | SOLE | 0 | 0 | 7,307 | ||
ISHARES TR | ULTR SH TRM BD | 46434V878 | 1,228 | 24,396 | SH | SOLE | 0 | 0 | 24,396 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,496 | 15,881 | SH | SOLE | 0 | 0 | 15,881 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 1,622 | 20,984 | SH | SOLE | 0 | 0 | 20,984 | ||
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | 1,916 | 18,791 | SH | SOLE | 0 | 0 | 18,791 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 2,043 | 10,429 | SH | SOLE | 0 | 0 | 10,429 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | 2,277 | 41,339 | SH | SOLE | 0 | 0 | 41,339 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 2,474 | 21,409 | SH | SOLE | 0 | 0 | 21,409 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,626 | 14,733 | SH | SOLE | 0 | 0 | 14,733 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 2,860 | 31,206 | SH | SOLE | 0 | 0 | 31,206 | ||
ISHARES TR | CORE TOTAL USD | 46434V613 | 3,545 | 67,808 | SH | SOLE | 0 | 0 | 67,808 | ||
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 921946406 | 3,647 | 39,095 | SH | SOLE | 0 | 0 | 39,095 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 4,061 | 19,805 | SH | SOLE | 0 | 0 | 19,805 | ||
VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | 5,945 | 33,689 | SH | SOLE | 0 | 0 | 33,689 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 6,213 | 74,160 | SH | SOLE | 0 | 0 | 74,160 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 7,126 | 63,108 | SH | SOLE | 0 | 0 | 63,108 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 7,844 | 42,471 | SH | SOLE | 0 | 0 | 42,471 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 10,018 | 129,649 | SH | SOLE | 0 | 0 | 129,649 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 19,943 | 67,071 | SH | SOLE | 0 | 0 | 67,071 |