Disclosed positions
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $5,036,509 | 12,271 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $4,329,802 | 22,110 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $4,296,637 | 25,379 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,366,942 | 7,988 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $2,869,321 | 40,827 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,700,047 | 13,324 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,605,115 | 2,979 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,372,985 | 3,029 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,366,454 | 4,715 | SH | None |
| SCHWAB STRATEGIC TR | SCHM | US MID-CAP ETF | $1,167,848 | 42,145 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $636,415 | 7,763 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $571,126 | 16,636 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $561,650 | 4,780 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTWO | VNG RUS2000IDX | $546,610 | 6,119 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $492,415 | 10,170 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $450,837 | 10,237 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $441,899 | 6,510 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $413,079 | 5,295 | SH | None |
| ISHARES TR | IJJ | S&P MC 400VL ETF | $380,503 | 3,045 | SH | None |
| ISHARES TR | ESGU | ESG AWR MSCI USA | $378,216 | 2,936 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $363,035 | 14,038 | SH | None |
| ISHARES TR | IJK | S&P MC 400GR ETF | $359,264 | 3,951 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $342,577 | 1,297 | SH | None |
| ISHARES TR | ESGD | ESG AW MSCI EAFE | $272,353 | 3,577 | SH | None |
| APPLE INC | AAPL | COM | $232,139 | 927 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $232,110 | 1,050 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $228,151 | 249 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $214,034 | 1,080 | SH | None |
| WISDOMTREE TR | DLS | INTL SMCAP DIV | $210,379 | 3,342 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.