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 |
ABBOTT LABS | COM | 002824100 | 373 | 4,671 | SH | SOLE | 0 | 0 | 4,671 | ||
AMAZON COM INC | COM | 023135106 | 454 | 255 | SH | SOLE | 0 | 0 | 255 | ||
AMGEN INC | COM | 031162100 | 337 | 1,773 | SH | SOLE | 0 | 0 | 1,773 | ||
ANALOG DEVICES INC | COM | 032654105 | 546 | 5,187 | SH | SOLE | 0 | 0 | 5,187 | ||
APPLE INC | COM | 037833100 | 1,061 | 5,583 | SH | SOLE | 0 | 0 | 5,583 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 338 | 2,114 | SH | SOLE | 0 | 0 | 2,114 | ||
BALL CORP | COM | 058498106 | 294 | 5,088 | SH | SOLE | 0 | 0 | 5,088 | ||
BANK AMER CORP | COM | 060505104 | 347 | 12,575 | SH | SOLE | 0 | 0 | 12,575 | ||
BARNES GROUP INC | COM | 067806109 | 215 | 4,180 | SH | SOLE | 0 | 0 | 4,180 | ||
BECTON DICKINSON & CO | COM | 075887109 | 641 | 2,565 | SH | SOLE | 0 | 0 | 2,565 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 307 | 1,528 | SH | SOLE | 0 | 0 | 1,528 | ||
BOSTON PRIVATE FINL HLDGS IN | COM | 101119105 | 269 | 24,540 | SH | SOLE | 0 | 0 | 24,540 | ||
CSX CORP | COM | 126408103 | 269 | 3,600 | SH | SOLE | 0 | 0 | 3,600 | ||
CHEVRON CORP NEW | COM | 166764100 | 605 | 4,914 | SH | SOLE | 0 | 0 | 4,914 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 439 | 6,408 | SH | SOLE | 0 | 0 | 6,408 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 445 | 44,511 | SH | SOLE | 0 | 0 | 44,511 | ||
HOME DEPOT INC | COM | 437076102 | 460 | 2,396 | SH | SOLE | 0 | 0 | 2,396 | ||
INTEL CORP | COM | 458140100 | 504 | 9,385 | SH | SOLE | 0 | 0 | 9,385 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 605 | 2,125 | SH | SOLE | 0 | 0 | 2,125 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 731 | 11,272 | SH | SOLE | 0 | 0 | 11,272 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 271 | 2,421 | SH | SOLE | 0 | 0 | 2,421 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 255 | 2,063 | SH | SOLE | 0 | 0 | 2,063 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,904 | 12,580 | SH | SOLE | 0 | 0 | 12,580 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 9,748 | 63,676 | SH | SOLE | 0 | 0 | 63,676 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 467 | 6,048 | SH | SOLE | 0 | 0 | 6,048 | ||
ISHARES TR | MSCI ACWI EX US | 464288240 | 376 | 8,116 | SH | SOLE | 0 | 0 | 8,116 | ||
JOHNSON & JOHNSON | COM | 478160104 | 817 | 5,843 | SH | SOLE | 0 | 0 | 5,843 | ||
LOWES COS INC | COM | 548661107 | 287 | 2,620 | SH | SOLE | 0 | 0 | 2,620 | ||
MCDONALDS CORP | COM | 580135101 | 371 | 1,952 | SH | SOLE | 0 | 0 | 1,952 | ||
MICROSOFT CORP | COM | 594918104 | 2,360 | 20,006 | SH | SOLE | 0 | 0 | 20,006 | ||
PEPSICO INC | COM | 713448108 | 336 | 2,744 | SH | SOLE | 0 | 0 | 2,744 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 538 | 5,172 | SH | SOLE | 0 | 0 | 5,172 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 1,716 | 25,381 | SH | SOLE | 0 | 0 | 25,381 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 675 | 8,497 | SH | SOLE | 0 | 0 | 8,497 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 573 | 10,468 | SH | SOLE | 0 | 0 | 10,468 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 6,765 | 96,741 | SH | SOLE | 0 | 0 | 96,741 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 202 | 3,900 | SH | SOLE | 0 | 0 | 3,900 | ||
STANLEY BLACK & DECKER INC | COM | 854502101 | 283 | 2,080 | SH | SOLE | 0 | 0 | 2,080 | ||
STRYKER CORP | COM | 863667101 | 447 | 2,264 | SH | SOLE | 0 | 0 | 2,264 | ||
UNION PACIFIC CORP | COM | 907818108 | 420 | 2,515 | SH | SOLE | 0 | 0 | 2,515 | ||
UNITED TECHNOLOGIES CORP | COM | 913017109 | 543 | 4,216 | SH | SOLE | 0 | 0 | 4,216 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 513 | 9,836 | SH | SOLE | 0 | 0 | 9,836 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 275 | 1,059 | SH | SOLE | 0 | 0 | 1,059 | ||
AT&T INC | COM | 00206R102 | 587 | 18,724 | SH | SOLE | 0 | 0 | 18,724 | ||
ABBVIE INC | COM | 00287Y109 | 356 | 4,421 | SH | SOLE | 0 | 0 | 4,421 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 787 | 671 | SH | SOLE | 0 | 0 | 671 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 438 | 372 | SH | SOLE | 0 | 0 | 372 | ||
DOWDUPONT INC | COM | 26078J100 | 226 | 4,238 | SH | SOLE | 0 | 0 | 4,238 | ||
EXXON MOBIL CORP | COM | 30231G102 | 2,489 | 30,803 | SH | SOLE | 0 | 0 | 30,803 | ||
ISHARES TR | MIN VOL EAFE ETF | 46429B689 | 24,999 | 347,214 | SH | SOLE | 0 | 0 | 347,214 | ||
ISHARES TR | MIN VOL USA ETF | 46429B697 | 35,989 | 612,063 | SH | SOLE | 0 | 0 | 612,063 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 22,108 | 380,710 | SH | SOLE | 0 | 0 | 380,710 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | 892 | 30,914 | SH | SOLE | 0 | 0 | 30,914 | ||
ISHARES TR | ESG MSCI EAFE | 46435G516 | 1,949 | 30,852 | SH | SOLE | 0 | 0 | 30,852 | ||
ISHARES TR | MSCI ACWI EXUS | 46435G847 | 14,400 | 545,431 | SH | SOLE | 0 | 0 | 545,431 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 236 | 2,329 | SH | SOLE | 0 | 0 | 2,329 | ||
ORACLE CORP | COM | 68389X105 | 235 | 4,382 | SH | SOLE | 0 | 0 | 4,382 | ||
SPDR INDEX SHS FDS | MSCI ACWI EXUS | 78463X848 | 463 | 12,792 | SH | SOLE | 0 | 0 | 12,792 | ||
3M CO | COM | 88579Y101 | 620 | 2,983 | SH | SOLE | 0 | 0 | 2,983 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 275 | 4,652 | SH | SOLE | 0 | 0 | 4,652 |