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 |
VANGUARD INDEX FDS TOTAL STK MKT | ETF | 922908769 | 70,397 | 300,856 | SH | SOLE | 300,856 | 0 | 0 | ||
VANGUARD STAR FDS VG TL INTL STK | ETF | 921909768 | 38,505 | 612,032 | SH | SOLE | 612,032 | 0 | 0 | ||
VANGUARD INDEX FDS SMALL CP | ETF | 922908751 | 13,830 | 63,380 | SH | SOLE | 63,380 | 0 | 0 | ||
INVESCO QQQ TR UNIT | SER 1 | 46090E103 | 14,460 | 38,424 | SH | SOLE | 38,424 | 0 | 0 | ||
SCHWAB STRATEGIC TR EMRG MKT | ETF | 808524706 | 8,898 | 300,365 | SH | SOLE | 300,365 | 0 | 0 | ||
BERSHIRE HATHAWAY INC DEL | CL B | 084670702 | 8,388 | 26,363 | SH | SOLE | 26,363 | 0 | 0 | ||
UBER TECHNOLOGIES INC | COM | 90353T100 | 3,143 | 74,385 | SH | SOLE | 74,385 | 0 | 0 | ||
SPDR SER TR S&P | HOMEBUILD | 78464A888 | 3,383 | 42,880 | SH | SOLE | 42,880 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 4,029 | 23,652 | SH | SOLE | 23,652 | 0 | 0 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 2,911 | 12,512 | SH | SOLE | 12,512 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 2,917 | 14,001 | SH | SOLE | 14,001 | 0 | 0 | ||
VANGUARD SHRT INF PROT SEC | ETF | 922020805 | 5,889 | 115,404 | SH | SOLE | 115,404 | 0 | 0 | ||
CROWN CASTLE INTL CORP | COM | 22822V101 | 2,818 | 14,767 | SH | SOLE | 14,767 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 3,037 | 17,541 | SH | SOLE | 17,541 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 4,145 | 13,316 | SH | SOLE | 13,316 | 0 | 0 | ||
SIMON PPTY GROUP INC | COM | 828806109 | 2,963 | 18,486 | SH | SOLE | 18,486 | 0 | 0 | ||
CONSTELLATION BRANDS INC | CL A | 21036P108 | 2,862 | 11,629 | SH | SOLE | 11,629 | 0 | 0 | ||
UNION PAC CORP | COM | 907818108 | 3,059 | 12,255 | SH | SOLE | 12,255 | 0 | 0 | ||
J P MORGAN HIGH YIELD RESRCH | ETF | 46641Q878 | 14,043 | 274,933 | SH | SOLE | 274,933 | 0 | 0 | ||
VANGUARD SCOTTSDALE | SHRT TRM CORP BD | 92206C409 | 657 | 8,132 | SH | SOLE | 8,132 | 0 | 0 | ||
EATON VANCE TAX-MANAGED GLOB | COM | 27829C105 | 3,699 | 355,088 | SH | SOLE | 355,088 | 0 | 0 | ||
SELECT SECTOR SPDR TR SBI | CONS STPLS | 81369Y308 | 3,734 | 48,664 | SH | SOLE | 48,664 | 0 | 0 | ||
J P MORGAN ULTRA SHT MUNCPL | ETF | 46641Q654 | 775 | 15,354 | SH | SOLE | 15,354 | 0 | 0 | ||
CALAMOS CONV OPPORTUNITIES | SH BEN INT | 128117108 | 166 | 11,410 | SH | SOLE | 11,410 | 0 | 0 | ||
HANCOCK JOHN PFD INCOME | SH BEN INT | 41012W108 | 369 | 18,034 | SH | SOLE | 18,034 | 0 | 0 |