Form f13t for CIK:1731601

Reported Date (DD.MM.YYYY) Issuer Name Value Thousands Sshprn Amount Sshprn Type Class Title Voting Authority Sole Voting Authority Shared Voting Authority None
16.02.2018 SCH US TIPS ETF 210 3806 SH COM 3806 0 0
12.01.2021 ISHARES TR 38387 555614 SH COM 555614 0 0
16.08.2019 SPDR SERIES TRUST 451 13200 SH PORTFOLIO INTRMD 13200 0 0
11.02.2020 VERIZON COMMUNICATIONS INC 209 3405 SH COM 3405 0 0
12.01.2021 ISHARES U S ETF TR 484 10625 SH COM 10625 0 0
16.08.2019 VANGUARD INDEX FDS 1127 7788 SH TOTAL STK MKT 7788 0 0
14.02.2019 JACOBS ENGR GROUP INC DEL 298 5106 SH COM 5106 0 0
06.10.2020 ISHARES TR 47984 796014 SH COM 796014 0 0
14.02.2019 SCHWAB STRATEGIC TR 5129 85579 SH US BRD MKT ETF 85579 0 0
16.05.2018 VANGUARD SHORT-TERM TIPS ETF 12436 254280 SH COM 254280 0 0
15.05.2020 EXXON MOBIL CORP 261 6887 SH COM 6887 0 0
15.11.2018 VANGUARD FTSE EMERGING MARKETS ETF 209 5121 SH COM 5121 0 0
16.08.2019 ISHARES TR 6429 58310 SH INTRM GOV CR ETF 58310 0 0
14.08.2020 FLEXSHARES TR 2676 133054 SH COM 133054 0 0
14.02.2019 VANGUARD CHARLOTTE FDS 7444 137221 SH INTL BD IDX ETF 137221 0 0
16.05.2018 VANGUARD FTSE DEVELOPED MARKETS ETF 347 7855 SH COM 7855 0 0
16.05.2018 SPDR BARCLAYS CAPITAL ST MUNI ETF 12830 268318 SH COM 268318 0 0
15.05.2020 SPDR SER TR 11949 244356 SH COM 244356 0 0
15.08.2018 FLEXSHAR STX GLOBAL BROAD INF ETF 9513 207263 SH COM 207263 0 0
14.08.2020 SPDR S&P 500 ETF TR 78252 253767 SH COM 253767 0 0
16.05.2018 FLEXSHARES QUAL DIV ETF 12640 289057 SH COM 289057 0 0
16.05.2019 ZIMMER BIOMET HLDGS INC 248 1940 SH COM 1940 0 0
16.05.2019 VANGUARD INDEX FDS 274 1523 SH SML CP GRW ETF 1523 0 0
16.05.2019 VANGUARD INDEX FDS 545 6276 SH REAL ESTATE ETF 6276 0 0
15.05.2020 ISHARES TR 453 5872 SH COM 5872 0 0
31.03.2021 VANGUARD MALVERN FDS 9164 177807 SH COM 177807 0 0
16.05.2019 INVESCO ACTIVELY MANAGD ETF 18662 1123569 SH OPTIMUM YIELD 1123569 0 0
15.05.2020 ISHARES TR 425 5775 SH COM 5775 0 0
06.10.2020 FLEXSHARES TR 2278 110147 SH COM 110147 0 0
14.08.2020 BOEING CO 258 1408 SH COM 1408 0 0
15.05.2020 SCHWAB STRATEGIC TR 1412 26020 SH COM 26020 0 0
16.05.2019 VANGUARD BD INDEX FD INC 406 4401 SH LONG TERM BOND 4401 0 0
16.08.2019 PFIZER INC 674 15880 SH COM 15880 0 0
16.02.2018 SPDR BARCLAYS CAPITAL ST MUNI ETF 12269 256088 SH COM 256088 0 0
06.10.2020 VANGUARD MALVERN FDS 19563 383436 SH COM 383436 0 0
16.02.2018 VANGUARD LTD TERM T/E FD-ADM 130 12003 SH COM 12003 0 0
16.05.2018 ISHARES S&P NAT AMT-FREE MUNICIPAL ETF 22612 207588 SH COM 207588 0 0
06.10.2020 VANGUARD INDEX FDS 782 7482 SH COM 7482 0 0
16.08.2019 SCHWAB STRATEGIC TR 3830 73821 SH US AGGREGATE B 73821 0 0
31.03.2021 VANGUARD INDEX FDS 827 3218 SH COM 3218 0 0
16.05.2019 SCHWAB STRATEGIC TR 666 14979 SH US REIT ETF 14979 0 0
14.08.2020 FLEXSHARES TR 15287 319808 SH COM 319808 0 0
06.10.2020 SCHWAB STRATEGIC TR 250 7071 SH COM 7071 0 0
11.02.2020 INTERNATIONAL BUSINESS MACHS 207 1546 SH COM 1546 0 0
31.03.2021 SCHWAB STRATEGIC TR 336 8170 SH COM 8170 0 0
16.05.2018 ISHARES ETF CORE MSCI EAFE 34818 528521 SH COM 528521 0 0
16.08.2019 JP MORGAN EXCHANGE TRADED FD 23645 951646 SH DIVERSIFIED ET 951646 0 0
11.02.2020 ISHARES INC 37704 701340 SH COM 701340 0 0
12.01.2021 SPDR S&P 500 ETF TR 105481 282126 SH COM 282126 0 0
16.02.2018 NOVOZYMES A/S NEW ORD F B SHARES 285 5000 SH COM 5000 0 0
16.02.2018 ISHARES CORE S&P MIDCAP 400 ETF 22121 116563 SH COM 116563 0 0
16.08.2019 SCHWAB STRATEGIC TR 892 34305 SH EMRG MKTEQ ETF 34305 0 0
14.02.2019 VANGUARD INDEX FDS 532 2316 SH S&P 500 ETF SHS 2316 0 0
11.02.2020 FLEXSHARES TR 17633 363710 SH COM 363710 0 0
15.11.2018 AT&T CORP COM 241 7192 SH COM 7192 0 0
14.02.2019 SPDR SERIES TRUST 475 14131 SH BLOOMBERG BRCLYS 14131 0 0
16.08.2019 VANGUARD CHARLOTTE FDS 27129 486453 SH INTL BD IDX ETF 486453 0 0
31.03.2021 VANGUARD INDEX FDS 785 3796 SH COM 3796 0 0
18.11.2019 VANGUARD BD INDEX FD INC 94524 1119558 SH COM 1119558 0 0
16.08.2019 SPDR SER TR 30305 625108 SH NUVEEN BLMBRG SR 625108 0 0
15.11.2018 SCHWAB EMERGING MARKETS EQUITY ETF 793 30876 SH COM 30876 0 0
11.02.2020 ISHARES TR 18115 260870 SH COM 260870 0 0
14.02.2019 SHIRE PLC 378 2170 SH SPONSORED ADR 2170 0 0
06.10.2020 SCHWAB STRATEGIC TR 442 16524 SH COM 16524 0 0
15.08.2018 SCHWAB EMERGING MARKETS EQUITY ETF 736 28440 SH COM 28440 0 0
16.08.2019 ISHARES TR 43838 568219 SH CORE S&P SCP ETF 568219 0 0
16.02.2018 INTERNATIONAL BUS MACH COM 220 1439 SH COM 1439 0 0
18.11.2019 VANGUARD WHITEHALL FDS INC 425 4786 SH COM 4786 0 0
15.05.2020 FLEXSHARES TR 13139 304066 SH COM 304066 0 0
31.03.2021 DBX ETF TR 2826 81266 SH COM 81266 0 0
16.02.2018 ISHARES S&P NAT AMT-FREE MUNICIPAL ETF 21463 193818 SH COM 193818 0 0
12.01.2021 MICROSOFT CORP 655 2946 SH COM 2946 0 0
16.05.2019 ISHARES TR 22285 200420 SH NATIONAL MUN ETF 200420 0 0
16.08.2019 ZIMMER BIOMET HLDGS INC 248 1940 SH COM 1940 0 0
16.05.2018 SCHWAB US AGGREGATE BOND ETF 3355 65766 SH COM 65766 0 0
31.03.2021 FLEXSHARES TR 30705 547027 SH COM 547027 0 0
11.02.2020 ISHARES TR 35787 314171 SH COM 314171 0 0
16.02.2018 BIO-TECHNE CORP 259 2000 SH COM 2000 0 0
12.01.2021 ISHARES TR 921 12619 SH COM 12619 0 0
14.02.2019 MICROSOFT CORP 522 5141 SH COM 5141 0 0
31.03.2021 CONOCOPHILLIPS 599 11303 SH COM 11303 0 0
14.02.2019 SCHWAB STRATEGIC TR 746 31716 SH EMRG MKTEQ ETF 31716 0 0
16.05.2019 VANGUARD MALVERN FDS 39485 811112 SH STRM INFPROIDX 811112 0 0
31.03.2021 VANGUARD INDEX FDS 932 7088 SH COM 7088 0 0
15.08.2018 APPLE COMPUTER 2349 12690 SH COM 12690 0 0
14.08.2020 MICROSOFT CORP 717 3523 SH COM 3523 0 0
16.02.2018 VANGUARD TOTAL STOCK MKT ETF 946 6897 SH COM 6897 0 0
18.11.2019 ISHARES INC 57345 1169831 SH COM 1169831 0 0
31.03.2021 APPLE INC 6381 52237 SH COM 52237 0 0
12.01.2021 PACER FDS TR 2749 74711 SH COM 74711 0 0
14.02.2019 ISHARES TR 20937 126081 SH CORE S&P MCP ETF 126081 0 0
12.01.2021 PEPSICO INC 469 3162 SH COM 3162 0 0
11.02.2020 JOHNSON & JOHNSON 277 1900 SH COM 1900 0 0
15.05.2020 VANGUARD BD INDEX FDS 470 4401 SH COM 4401 0 0
12.01.2021 VANGUARD INTL EQUITY INDEX F 285 5679 SH COM 5679 0 0
16.05.2018 VANGUARD REIT ETF 13847 183479 SH COM 183479 0 0
16.08.2019 INVESCO ACTIVELY MANAGD ETF 18662 1123569 SH OPTIMUM YIELD 1123569 0 0
15.11.2018 FLEXSHARES QUAL DIV ETF 14606 308604 SH COM 308604 0 0
15.05.2020 PEPSICO INC 385 3206 SH COM 3206 0 0
11.02.2020 VANGUARD BD INDEX FD INC 54500 649891 SH COM 649891 0 0
16.08.2019 APPLE INC 2467 12988 SH COM 12988 0 0
06.10.2020 CRH MED CORP 48 22000 SH COM 22000 0 0
18.11.2019 VANGUARD SCOTTSDALE FDS 652 8040 SH COM 8040 0 0
14.08.2020 ISHARES TR 30515 171608 SH COM 171608 0 0
12.01.2021 VANGUARD INDEX FDS 739 3796 SH COM 3796 0 0
16.02.2018 ISHARES SELECT DIVIDEND ETF 569 5775 SH COM 5775 0 0
16.08.2019 ISHARES TR 284 5114 SH CORE MSCI PAC 5114 0 0
15.08.2018 PEPSICO INC COM 292 2686 SH COM 2686 0 0
31.03.2021 SCHWAB STRATEGIC TR 1097 29153 SH COM 29153 0 0
15.05.2020 MICROSOFT CORP 665 4213 SH COM 4213 0 0
15.05.2020 INTEL CORP 395 7295 SH COM 7295 0 0
06.10.2020 BERKSHIRE HATHAWAY INC DEL 455 2138 SH COM 2138 0 0
11.02.2020 MCDONALDS CORP 516 2612 SH COM 2612 0 0
06.10.2020 VANGUARD INDEX FDS 279 3528 SH COM 3528 0 0
15.08.2018 FLEXSHARES QUAL DIV ETF 13653 301402 SH COM 301402 0 0
16.08.2019 VANGUARD SCOTTSDALE FDS 641 8040 SH SHRT TRM CORP BD 8040 0 0
15.11.2018 ISHARES SHORT TREASURY BOND ETF 15482 140187 SH COM 140187 0 0
14.08.2020 BERKSHIRE HATHAWAY INC DEL 346 1938 SH COM 1938 0 0
12.01.2021 AMAZON COM INC 368 113 SH COM 113 0 0
14.02.2019 SPDR S&P 500 ETF TR 52309 209304 SH TR UNIT 209304 0 0
14.08.2020 ISHARES TR 39831 696834 SH COM 696834 0 0
15.05.2020 VANGUARD CHARLOTTE FDS 9958 177007 SH COM 177007 0 0
15.05.2020 ISHARES TR 42862 379276 SH COM 379276 0 0
16.05.2018 VANGUARD TOTAL STOCK MKT ETF 936 6903 SH COM 6903 0 0
16.08.2019 INVESCO EXCHNG TRADED FD TR 362 14125 SH NATL AMT MUNI 14125 0 0
31.03.2021 VANGUARD INDEX FDS 210 1268 SH COM 1268 0 0
15.11.2018 VANGUARD REIT ETF 7596 94159 SH COM 94159 0 0
18.11.2019 ISHARES TR 4520 15140 SH COM 15140 0 0
16.05.2019 VANGUARD CHARLOTTE FDS 27129 486453 SH INTL BD IDX ETF 486453 0 0
06.10.2020 MICROSOFT CORP 669 3180 SH COM 3180 0 0
16.05.2018 VANGUARD TOTAL BOND MARKET ETF 28016 350510 SH COM 350510 0 0
11.02.2020 WELLS FARGO CO NEW 316 5874 SH COM 5874 0 0
06.10.2020 ISHARES TR 1142 10315 SH COM 10315 0 0
12.01.2021 FLEXSHARES TR 644 26661 SH COM 26661 0 0
16.05.2018 PEPSICO INC COM 271 2486 SH COM 2486 0 0
18.11.2019 SPDR S&P 500 ETF TR 117233 395030 SH COM 395030 0 0
14.08.2020 INTEL CORP 341 5708 SH COM 5708 0 0
18.11.2019 SPDR SERIES TRUST 4138 84475 SH COM 84475 0 0
16.05.2018 ISHARES SELECT DIVIDEND ETF 549 5775 SH COM 5775 0 0
16.02.2018 VANGUARD TOTAL BOND MARKET ETF 29444 360974 SH COM 360974 0 0
15.08.2018 BOEING CO COM 396 1183 SH COM 1183 0 0
14.02.2019 JP MORGAN EXCHANGE TRADED FD 8421 116974 SH BETBULD MSCI 116974 0 0
16.02.2018 ISHARES S&P SMALLCAP 600 INDEX ETF 11942 155476 SH COM 155476 0 0
16.08.2019 SCHWAB STRATEGIC TR 1756 56079 SH INTL EQTY ETF 56079 0 0
16.08.2019 BERKSHIRE HATHAWAY INC DEL 579 2883 SH CL B NEW 2883 0 0
31.03.2021 ISHARES TR 37181 516046 SH COM 516046 0 0
16.05.2019 JP MORGAN EXCHANGE TRADED FD 52329 626196 SH BETBULD MSCI 626196 0 0
11.02.2020 VANGUARD MALVERN FDS 20879 423672 SH COM 423672 0 0
06.10.2020 BOEING CO 226 1368 SH COM 1368 0 0
14.08.2020 VANGUARD INDEX FDS 706 3495 SH COM 3495 0 0
15.05.2020 SCHWAB STRATEGIC TR 624 24140 SH COM 24140 0 0
15.05.2020 MCDONALDS CORP 269 1629 SH COM 1629 0 0
06.10.2020 ISHARES INC 22087 418319 SH COM 418319 0 0
14.08.2020 VANGUARD INDEX FDS 283 3599 SH COM 3599 0 0
15.05.2020 DBX ETF TR 1371 60733 SH COM 60733 0 0
11.02.2020 ISHARES TR 39086 120920 SH COM 120920 0 0
11.02.2020 BOEING CO 471 1446 SH COM 1446 0 0
15.05.2020 ISHARES INC 16140 398805 SH COM 398805 0 0
15.08.2018 AMERICAN FD FUNDAMENTAL INV FD CL F3 202 3232 SH COM 3232 0 0
18.11.2019 SCHWAB STRATEGIC TR 15077 265630 SH COM 265630 0 0
14.08.2020 SCHWAB STRATEGIC TR 2658 36183 SH COM 36183 0 0
06.10.2020 DBX ETF TR 2285 77179 SH COM 77179 0 0
16.05.2019 ISHARES TR 83603 1375728 SH CORE MSCI EAFE 1375728 0 0
16.02.2018 VANGUARD LT BOND INDEX FUND ET 418 4401 SH COM 4401 0 0
16.05.2019 ISHARES TR 6429 58310 SH INTRM GOV CR ETF 58310 0 0
15.05.2020 VANGUARD INDEX FDS 322 4614 SH COM 4614 0 0
06.10.2020 VANGUARD INDEX FDS 792 3480 SH COM 3480 0 0
15.08.2018 VANGUARD TOTAL STOCK MKT ETF 958 6823 SH COM 6823 0 0
16.05.2019 SCHWAB STRATEGIC TR 892 34305 SH EMRG MKTEQ ETF 34305 0 0
11.02.2020 SPDR SERIES TRUST 27333 556571 SH COM 556571 0 0
16.02.2018 EXXON MOBIL CORP 308 3694 SH COM 3694 0 0
16.05.2018 BOEING CO COM 387 1183 SH COM 1183 0 0
11.02.2020 INVESCO EXCHNG TRADED FD TR 311 11747 SH COM 11747 0 0
11.02.2020 FLEXSHARES TR 6993 287914 SH COM 287914 0 0
11.02.2020 VANGUARD INDEX FDS 714 2414 SH COM 2414 0 0
06.10.2020 FLEXSHARES TR 5728 128292 SH COM 128292 0 0
15.11.2018 SCHWAB US BROAD MARKET ETF 6105 86744 SH COM 86744 0 0
15.05.2020 PHILLIPS 66 388 7231 SH COM 7231 0 0
16.05.2019 EXXON MOBIL CORP 417 5160 SH COM 5160 0 0
16.05.2019 FLEXSHARES TR 19645 438494 SH QUALT DIVD IDX 438494 0 0
15.05.2020 VANGUARD INTL EQUITY INDEX F 282 8419 SH COM 8419 0 0
12.01.2021 VANGUARD CHARLOTTE FDS 14697 251009 SH COM 251009 0 0
11.02.2020 SCHWAB STRATEGIC TR 213 4225 SH COM 4225 0 0
14.02.2019 PFIZER INC 693 15880 SH COM 15880 0 0
14.08.2020 SCHWAB STRATEGIC TR 225 4359 SH COM 4359 0 0
12.01.2021 SCHWAB STRATEGIC TR 301 7916 SH COM 7916 0 0
12.01.2021 DTE ENERGY CO 256 2108 SH COM 2108 0 0
15.08.2018 ISHARES S&P SMALLCAP 600 INDEX ETF 11598 138965 SH COM 138965 0 0
15.11.2018 WELLS FARGO & CO DEL COM 294 5603 SH COM 5603 0 0
11.02.2020 ISHARES TR 29023 346134 SH COM 346134 0 0
31.03.2021 EXXON MOBIL CORP 428 7669 SH COM 7669 0 0
15.08.2018 SCHWAB INTL EQUITY ETF 1655 50090 SH COM 50090 0 0
14.08.2020 SCHWAB STRATEGIC TR 777 26122 SH COM 26122 0 0
18.11.2019 SPDR SERIES TRUST 466 13200 SH COM 13200 0 0
15.05.2020 CRH MED CORP 29 22000 SH COM 22000 0 0
15.05.2020 SCHWAB STRATEGIC TR 305 14765 SH COM 14765 0 0
15.08.2018 SPDR S&P 500 ETF 46622 171862 SH COM 171862 0 0
11.02.2020 DBX ETF TR 1009 36180 SH COM 36180 0 0
16.08.2019 ISHARES TR 567 5775 SH SELECT DIVID ETF 5775 0 0
15.08.2018 WELLS FARGO & CO DEL COM 308 5562 SH COM 5562 0 0
14.02.2019 MCDONALDS CORP 450 2535 SH COM 2535 0 0
16.05.2018 FUTURENET INC 1 15000 SH COM 15000 0 0
14.08.2020 ISHARES TR 4985 51971 SH COM 51971 0 0
12.01.2021 INNOVATOR ETFS TR 2190 75632 SH COM 75632 0 0
15.05.2020 ISHARES TR 1086 20315 SH COM 20315 0 0
14.02.2019 ISHARES TR 10495 151406 SH CORE S&P SCP ETF 151406 0 0
15.11.2018 JACOBS ENGINEERING GROUP 390 5106 SH COM 5106 0 0
15.08.2018 ISHARES SELECT DIVIDEND ETF 564 5775 SH COM 5775 0 0
16.05.2019 JACOBS ENGR GROUP INC 384 5106 SH COM 5106 0 0
16.05.2018 EXXON MOBIL CORP 275 3694 SH COM 3694 0 0
18.11.2019 FLEXSHARES TR 21362 470125 SH COM 470125 0 0
15.05.2020 FLEXSHARES TR 7155 198976 SH COM 198976 0 0
18.11.2019 VANGUARD CHARLOTTE FDS 33045 561711 SH COM 561711 0 0
12.01.2021 SCHWAB STRATEGIC TR 3547 38983 SH COM 38983 0 0
15.08.2018 VANGUARD FTSE DEVELOPED MARKETS ETF 308 7202 SH COM 7202 0 0
14.08.2020 PHILLIPS 66 505 7020 SH COM 7020 0 0
15.11.2018 LITMAN GREGORY MASTERS EQTY FD INST 224 10979 SH COM 10979 0 0
31.03.2021 ISHARES INC 19895 309117 SH COM 309117 0 0
31.03.2021 SUNDIAL GROWERS INC 20 17500 SH COM 17500 0 0
16.05.2018 VANGUARD BOND INDEX FUND LONG TERM BOND ET 400 4401 SH COM 4401 0 0
31.03.2021 ISHARES TR 43727 376798 SH COM 376798 0 0
16.08.2019 FLEXSHARES TR 19645 438494 SH QUALT DIVD IDX 438494 0 0
31.03.2021 ISHARES TR 51394 197457 SH COM 197457 0 0
15.08.2018 100000TH FONAR A PFD NEW CLASS A PFD 0 60000 SH COM 60000 0 0
16.05.2019 VANGUARD WHITEHALL FDS INC 1195 13946 SH HIGH DIV YLD 13946 0 0
15.08.2018 BIO-TECHNE CORP 295 2000 SH COM 2000 0 0
12.01.2021 SPDR SER TR 218 4161 SH COM 4161 0 0
16.02.2018 APPLE COMPUTER 2149 12700 SH COM 12700 0 0
31.03.2021 INVESCO MUN OPPORTUNITY TR 3059 232101 SH COM 232101 0 0
15.08.2018 ISHARES SHORT TREASURY BOND ETF 15272 138288 SH COM 138288 0 0
15.08.2018 FUTURENET INC 0 15000 SH COM 15000 0 0
14.08.2020 VANGUARD MALVERN FDS 17823 355251 SH COM 355251 0 0
12.01.2021 VANGUARD INDEX FDS 863 3407 SH COM 3407 0 0
15.11.2018 BERKSHIRE HATHAWAY CLA100 SHS=1 WHOLE SH 1600 500 SH COM 500 0 0
15.11.2018 MICROSOFT CORP 408 3574 SH COM 3574 0 0
16.08.2019 ISHARES TR 508 5872 SH IBOXX HI YD ETF 5872 0 0
12.01.2021 INDEXIQ ETF TR 16973 531555 SH COM 531555 0 0
14.02.2019 FLEXSHARES TR 11206 256480 SH STOXX GLOBR INF 256480 0 0
14.08.2020 VANGUARD INDEX FDS 548 1934 SH COM 1934 0 0
14.08.2020 EXXON MOBIL CORP 310 6935 SH COM 6935 0 0
16.05.2019 APPLE INC 2467 12988 SH COM 12988 0 0
16.08.2019 VANGUARD INDEX FDS 274 1523 SH SML CP GRW ETF 1523 0 0
15.05.2020 SPDR S&P 500 ETF TR 60428 234446 SH COM 234446 0 0
16.05.2019 MICROSOFT CORP 606 5142 SH COM 5142 0 0
16.02.2018 FLEXSHARES QUAL DIV ETF 12782 283866 SH COM 283866 0 0
31.03.2021 ISHARES TR 224 1836 SH COM 1836 0 0
16.02.2018 SCHWAB EMERGING MARKETS EQUITY ETF 793 28396 SH COM 28396 0 0
31.03.2021 VANGUARD CHARLOTTE FDS 14384 251818 SH COM 251818 0 0
14.08.2020 ISHARES INC 508 15839 SH COM 15839 0 0
16.08.2019 SCHWAB STRATEGIC TR 666 14979 SH US REIT ETF 14979 0 0
12.01.2021 SCHWAB STRATEGIC TR 1555 27758 SH COM 27758 0 0
11.02.2020 ISHARES TR 400 2414 SH COM 2414 0 0
15.08.2018 VANGUARD REIT ETF 7814 95945 SH COM 95945 0 0
15.08.2018 VANGUARD INTL GROWTH FD ADMIRAL SHARE 201 2025 SH COM 2025 0 0
15.11.2018 BERKSHIRE HATHAWAY-BLK CEDEA 574 2683 SH COM 2683 0 0
16.05.2019 SPDR S&P 500 ETF TR 170884 604941 SH TR UNIT 604941 0 0
12.01.2021 J P MORGAN EXCHANGE-TRADED F 12907 163071 SH COM 163071 0 0
15.11.2018 VANGUARD TOTAL BOND MARKET ETF 31708 402906 SH COM 402906 0 0
12.01.2021 SPDR SER TR 29968 601897 SH COM 601897 0 0
12.01.2021 ISHARES INC 447 10649 SH COM 10649 0 0
15.11.2018 SPDR S&P 500 ETF 51050 175600 SH COM 175600 0 0
16.08.2019 VANGUARD INDEX FDS 595 3805 SH GROWTH ETF 3805 0 0
06.10.2020 ISHARES TR 785 12334 SH COM 12334 0 0
15.11.2018 PFIZER INC COM 691 15700 SH COM 15700 0 0
06.10.2020 MCDONALDS CORP 352 1604 SH COM 1604 0 0
11.02.2020 INVESCO ACTIVELY MANAGD ETF 15048 908669 SH COM 908669 0 0
16.05.2019 VANGUARD SCOTTSDALE FDS 641 8040 SH SHRT TRM CORP BD 8040 0 0
14.02.2019 EXXON MOBIL CORP 352 5160 SH COM 5160 0 0
14.08.2020 ISHARES U S ETF TR 333 8650 SH COM 8650 0 0
15.08.2018 ZIMMER BIOMET HLDGS 213 1920 SH COM 1920 0 0
16.05.2018 APPLE COMPUTER 2129 12690 SH COM 12690 0 0
14.02.2019 SPDR SER TR 24039 500183 SH NUVEEN BLMBRG SR 500183 0 0
14.08.2020 GCI LIBERTY INC 259 3644 SH COM 3644 0 0
16.05.2018 SCHWAB US REIT ETF 884 23133 SH COM 23133 0 0
15.08.2018 MICROSOFT CORP 352 3574 SH COM 3574 0 0
14.02.2019 VANGUARD INDEX FDS 1362 18271 SH REAL ESTATE ETF 18271 0 0
16.08.2019 VANGUARD INDEX FDS 627 2414 SH S&P 500 ETF SHS 2414 0 0
15.08.2018 VANGUARD SHORT-TERM BOND ETF 5263 67297 SH COM 67297 0 0
18.11.2019 WISDOMTREE TR 289 7950 SH COM 7950 0 0
12.01.2021 EXXON MOBIL CORP 274 6637 SH COM 6637 0 0
31.03.2021 BERKSHIRE HATHAWAY INC DEL 482 1888 SH COM 1888 0 0
14.02.2019 ISHARES TR 516 5775 SH SELECT DIVID ETF 5775 0 0
15.08.2018 MARATHON PETE CORP 229 3268 SH COM 3268 0 0
16.05.2019 BERKSHIRE HATHAWAY INC DEL 579 2883 SH CL B NEW 2883 0 0
15.05.2020 ISHARES TR 15060 135651 SH COM 135651 0 0
12.01.2021 ISHARES TR 38960 332423 SH COM 332423 0 0
31.03.2021 ISHARES TR 210 3885 SH COM 3885 0 0
18.11.2019 VANGUARD INDEX FDS 574 6153 SH COM 6153 0 0
11.02.2020 ISHARES TR 3983 53432 SH COM 53432 0 0
15.11.2018 VANGUARD TOTAL INTL BOND ETF 4590 84167 SH COM 84167 0 0
11.02.2020 CONOCOPHILLIPS 901 13855 SH COM 13855 0 0
15.08.2018 VANGUARD 500 INDEX FUND-INV 205 820 SH COM 820 0 0
12.01.2021 BOEING CO 276 1291 SH COM 1291 0 0
31.03.2021 ISHARES TR 22950 211461 SH COM 211461 0 0
16.02.2018 MICROSOFT CORP 327 3825 SH COM 3825 0 0
14.08.2020 DBX ETF TR 1956 71773 SH COM 71773 0 0
16.08.2019 FLEXSHARES TR 28017 566118 SH STOXX GLOBR INF 566118 0 0
11.02.2020 CHEVRON CORP NEW 255 2117 SH COM 2117 0 0
15.11.2018 VANGUARD SHORT-TERM BOND ETF 5334 68367 SH COM 68367 0 0
15.11.2018 MARATHON PETE CORP 261 3268 SH COM 3268 0 0
11.02.2020 INTEL CORP 589 9840 SH COM 9840 0 0
16.05.2019 MCDONALDS CORP 481 2535 SH COM 2535 0 0
31.03.2021 ISHARES TR 915 12058 SH COM 12058 0 0
06.10.2020 SPDR S&P 500 ETF TR 89210 266386 SH COM 266386 0 0
15.11.2018 MCDONALDS CORP COM 424 2535 SH COM 2535 0 0
16.02.2018 BECTON DICKINSON & CO COM 405 1892 SH COM 1892 0 0
15.11.2018 APPLE COMPUTER 3036 13451 SH COM 13451 0 0
14.02.2019 SCHWAB STRATEGIC TR 1505 53096 SH INTL EQTY ETF 53096 0 0
12.01.2021 FLEXSHARES TR 23363 434581 SH COM 434581 0 0
11.02.2020 ISHARES TR 242 4516 SH COM 4516 0 0
18.11.2019 ISHARES TR 18844 170349 SH COM 170349 0 0
16.05.2019 BIO TECHNE CORP 397 2000 SH COM 2000 0 0
11.02.2020 VANGUARD BD INDEX FD INC 210 2601 SH COM 2601 0 0
14.02.2019 JP MORGAN EXCHANGE TRADED FD 10058 419079 SH DIVERSIFIED ET 419079 0 0
16.02.2018 SCHWAB US REIT ETF 951 22865 SH COM 22865 0 0
16.05.2018 MICROSOFT CORP 326 3574 SH COM 3574 0 0
16.05.2018 MARATHON PETE CORP 238 3268 SH COM 3268 0 0
16.05.2019 ISHARES TR 18003 162820 SH SHORT TREAS BD 162820 0 0
12.01.2021 MCDONALDS CORP 344 1605 SH COM 1605 0 0
15.11.2018 VANGUARD TOTAL STOCK MKT ETF 1064 7110 SH COM 7110 0 0
12.01.2021 VANGUARD MALVERN FDS 9801 191794 SH COM 191794 0 0
15.11.2018 EXXON MOBIL CORP 348 4094 SH COM 4094 0 0
15.08.2018 INTERNATIONAL BUS MACH COM 201 1439 SH COM 1439 0 0
15.08.2018 ISHARES CORE S&P MIDCAP 400 ETF 21951 112699 SH COM 112699 0 0
14.02.2019 VANGUARD BD INDEX FD INC 385 4401 SH LONG TERM BOND 4401 0 0
14.02.2019 FLEXSHARES TR 2267 56953 SH QUALT DIVD IDX 56953 0 0
16.08.2019 VANGUARD BD INDEX FD INC 99833 1229772 SH TOTAL BND MRKT 1229772 0 0
31.03.2021 SCHWAB STRATEGIC TR 544 17114 SH COM 17114 0 0
11.02.2020 ISHARES INC 312 8696 SH COM 8696 0 0
16.08.2019 ISHARES TR 22285 200420 SH NATIONAL MUN ETF 200420 0 0
14.08.2020 ISHARES TR 228 4329 SH COM 4329 0 0
11.02.2020 SCHWAB STRATEGIC TR 738 21948 SH COM 21948 0 0
15.08.2018 AMERICAN GROWTH FUND OF AMERICA-A 212 3932 SH COM 3932 0 0
14.02.2019 INVESCO ACTIVELY MANAGD ETF 9509 630998 SH OPTIMUM YIELD 630998 0 0
16.05.2019 SPDR SER TR 30305 625108 SH NUVEEN BLMBRG SR 625108 0 0
15.05.2020 UBS AG JERSEY BRH 273 25047 SH COM 25047 0 0
31.03.2021 VANGUARD BD INDEX FDS 48840 576488 SH COM 576488 0 0
16.02.2018 MCDONALDS CORP COM 378 2200 SH COM 2200 0 0
14.02.2019 WELLS FARGO CO NEW 260 5648 SH COM 5648 0 0
14.08.2020 CRH MED CORP 46 22000 SH COM 22000 0 0
31.03.2021 AMAZON COM INC 374 121 SH COM 121 0 0
16.05.2018 VANGUARD SHORT-TERM BOND ETF 5155 65724 SH COM 65724 0 0
15.11.2018 VANGUARD S&P 500 ETF 690 2585 SH COM 2585 0 0
11.02.2020 ISHARES TR 610 5775 SH COM 5775 0 0
11.02.2020 GCI LIBERTY INC 262 3693 SH COM 3693 0 0
15.11.2018 SCH US TIPS ETF 205 3806 SH COM 3806 0 0
15.08.2018 Goldman Sachs Exchange Place LP 7253 47663 SH COM 47663 0 0
06.10.2020 PACER FDS TR 2813 83641 SH COM 83641 0 0
12.01.2021 SCHWAB STRATEGIC TR 1071 29750 SH COM 29750 0 0
16.08.2019 MICROSOFT CORP 606 5142 SH COM 5142 0 0
16.02.2018 FUTURENET INC 0 15000 SH COM 15000 0 0
16.08.2019 WISDOMTREE TR 283 7915 SH US MIDCAP DIVID 7915 0 0
16.08.2019 ISHARES INC 56699 1096473 SH CORE MSCI EMKT 1096473 0 0
15.11.2018 SHIRE PLC F ADR 1 ADR REPS 3 ORD SHS 393 2170 SH COM 2170 0 0
14.08.2020 ISHARES TR 1094 18060 SH COM 18060 0 0
14.08.2020 SCHWAB STRATEGIC TR 233 6613 SH COM 6613 0 0
12.01.2021 ISHARES TR 44904 195378 SH COM 195378 0 0
14.08.2020 ISHARES TR 1263 42944 SH COM 42944 0 0
15.05.2020 VANGUARD INDEX FDS 662 7432 SH COM 7432 0 0
15.08.2018 SCHWAB US REIT ETF 606 14513 SH COM 14513 0 0
16.08.2019 SCHWAB STRATEGIC TR 6535 118811 SH US TIPS ETF 118811 0 0
16.05.2018 VANGUARD HIGH DVD YIELD ETF 688 8350 SH COM 8350 0 0
06.10.2020 SCHWAB STRATEGIC TR 224 4359 SH COM 4359 0 0
11.02.2020 VANGUARD INDEX FDS 760 8195 SH COM 8195 0 0
06.10.2020 INVESCO MUN OPPORTUNITY TR 4283 350517 SH COM 350517 0 0
11.02.2020 PEPSICO INC 432 3161 SH COM 3161 0 0
14.08.2020 ISHARES INC 19929 418677 SH COM 418677 0 0
15.08.2018 DWS MANAGED MUNI BD CL A 104 11704 SH COM 11704 0 0
16.05.2019 SCHWAB STRATEGIC TR 341 6790 SH SHT TM US TRES 6790 0 0
16.08.2019 ISHARES TR 2783 9780 SH CORE S&P500 ETF 9780 0 0
16.02.2018 VANGUARD HIGH DVD YIELD ETF 715 8350 SH COM 8350 0 0
12.01.2021 VANGUARD BD INDEX FDS 11574 139614 SH COM 139614 0 0
06.10.2020 ISHARES TR 317 5778 SH COM 5778 0 0
15.05.2020 ISHARES INC 360 13136 SH COM 13136 0 0
15.08.2018 PFIZER INC COM 569 15700 SH COM 15700 0 0
16.05.2018 VANGUARD TOTAL INTL BOND ETF 4161 76030 SH COM 76030 0 0
15.11.2018 VANGUARD SHORT-TERM TIPS ETF 13392 276874 SH COM 276874 0 0
14.02.2019 BECTON DICKINSON & CO 426 1892 SH COM 1892 0 0
14.02.2019 MARATHON PETE CORP 212 3601 SH COM 3601 0 0
11.02.2020 EXXON MOBIL CORP 533 7644 SH COM 7644 0 0
16.02.2018 ZIMMER BIOMET HLDGS 231 1920 SH COM 1920 0 0
15.05.2020 SCHWAB STRATEGIC TR 237 4572 SH COM 4572 0 0
06.10.2020 ISHARES TR 1382 21767 SH COM 21767 0 0
16.05.2019 PEPSICO INC 329 2686 SH COM 2686 0 0
18.11.2019 ISHARES TR 28162 439342 SH COM 439342 0 0
11.02.2020 MARATHON PETE CORP 217 3601 SH COM 3601 0 0
15.11.2018 PEPSICO INC COM 300 2686 SH COM 2686 0 0
16.02.2018 PEPSICO INC COM 298 2486 SH COM 2486 0 0
16.02.2018 ISHARES SHORT TREASURY BOND ETF 10791 97887 SH COM 97887 0 0
16.05.2019 UBS AG JERSEY BRH 8459 567691 SH CMCI ETN 38 567691 0 0
14.08.2020 INVESCO MUN OPPORTUNITY TR 5142 433517 SH COM 433517 0 0
15.11.2018 SPDR BARCLAYS CAPITAL ST MUNI ETF 22824 478606 SH COM 478606 0 0
14.08.2020 VANGUARD BD INDEX FDS 54519 617144 SH COM 617144 0 0
16.05.2019 VANGUARD BD INDEX FD INC 99833 1229772 SH TOTAL BND MRKT 1229772 0 0
16.05.2019 ISHARES TR 1122 9954 SH S&P 500 VAL ETF 9954 0 0
06.10.2020 SCHWAB STRATEGIC TR 2961 37178 SH COM 37178 0 0
15.11.2018 VOYA GLOBAL TARGET PAYMENT FD CL I 91 11227 SH COM 11227 0 0
11.02.2020 FLEXSHARES TR 28026 520157 SH COM 520157 0 0
15.05.2020 ISHARES TR 33151 664482 SH COM 664482 0 0
16.05.2019 VANGUARD BD INDEX FD INC 12137 152496 SH SHORT TRM BOND 152496 0 0
15.05.2020 BOEING CO 219 1471 SH COM 1471 0 0
16.05.2018 ISHARES SHORT TREASURY BOND ETF 11484 104057 SH COM 104057 0 0
15.05.2020 J P MORGAN EXCHANGE-TRADED F 9621 149028 SH COM 149028 0 0
16.08.2019 ISHARES TR 86870 458659 SH CORE S&P MCP ETF 458659 0 0
15.11.2018 ZIMMER BIOMET HLDGS 255 1940 SH COM 1940 0 0
14.08.2020 SCHWAB STRATEGIC TR 1331 23668 SH COM 23668 0 0
16.08.2019 TAKEDA PHARMACEUTICAL CO LTD 223 10923 SH SPONSORED ADS 10923 0 0
11.02.2020 UNITED TECHNOLOGIES CORP 204 1360 SH COM 1360 0 0
16.02.2018 BERKSHIRE HATHAWAY CLA100 SHS=1 WHOLE SH 1488 500 SH COM 500 0 0
15.05.2020 ISHARES TR 23212 161349 SH COM 161349 0 0
16.05.2019 MARATHON PETE CORP 216 3601 SH COM 3601 0 0
18.11.2019 ISHARES TR 50897 653873 SH COM 653873 0 0
16.08.2019 SPDR S&P 500 ETF TR 170884 604941 SH TR UNIT 604941 0 0
18.11.2019 JP MORGAN EXCHANGE TRADED FD 2223 89103 SH COM 89103 0 0
11.02.2020 PHILLIPS 66 323 2897 SH COM 2897 0 0
16.08.2019 VANGUARD INDEX FDS 545 6276 SH REAL ESTATE ETF 6276 0 0
16.05.2018 POWERSHARES DB COMMODITY STRATEGY 8570 482329 SH COM 482329 0 0
15.08.2018 MCDONALDS CORP COM 344 2200 SH COM 2200 0 0
16.08.2019 ISHARES TR 1122 9954 SH S&P 500 VAL ETF 9954 0 0
15.11.2018 BECTON DICKINSON & CO COM 493 1892 SH COM 1892 0 0
16.08.2019 VANGUARD MALVERN FDS 39485 811112 SH STRM INFPROIDX 811112 0 0
12.01.2021 SCHWAB STRATEGIC TR 535 17441 SH COM 17441 0 0
16.08.2019 SCHWAB STRATEGIC TR 341 6790 SH SHT TM US TRES 6790 0 0
15.08.2018 VANGUARD TOTAL BOND MARKET ETF 28959 365694 SH COM 365694 0 0
31.03.2021 CRH MED CORP 87 22000 SH COM 22000 0 0
06.10.2020 PHILLIPS 66 475 9161 SH COM 9161 0 0
06.10.2020 INVESCO ACTIVLY MANGD ETC FD 11808 863756 SH COM 863756 0 0
14.02.2019 VANGUARD WHITEHALL FDS INC 651 8350 SH HIGH DIV YLD 8350 0 0
11.02.2020 ISHARES TR 15582 141064 SH COM 141064 0 0
16.02.2018 BOEING CO COM 348 1183 SH COM 1183 0 0
14.02.2019 ISHARES TR 14101 127843 SH SHORT TREAS BD 127843 0 0
15.08.2018 SCHWAB US BROAD MARKET ETF 5466 82839 SH COM 82839 0 0
16.05.2019 VANGUARD INDEX FDS 761 7066 SH VALUE ETF 7066 0 0
11.02.2020 VANGUARD INDEX FDS 296 1491 SH COM 1491 0 0
11.02.2020 PFIZER INC 203 5186 SH COM 5186 0 0
15.05.2020 INVESCO ACTIVELY MANAGD ETF 9974 843861 SH COM 843861 0 0
16.05.2018 PFIZER INC COM 670 18900 SH COM 18900 0 0
18.11.2019 JP MORGAN EXCHANGE TRADED FD 45734 507763 SH COM 507763 0 0
15.08.2018 SCH US TIPS ETF 208 3806 SH COM 3806 0 0
31.03.2021 VANGUARD BD INDEX FDS 10904 132672 SH COM 132672 0 0
16.02.2018 SCHWAB INTL EQUITY ETF 1667 48943 SH COM 48943 0 0
31.03.2021 MICROSOFT CORP 678 2876 SH COM 2876 0 0
11.02.2020 ISHARES TR 516 5872 SH COM 5872 0 0
15.05.2020 VANGUARD INDEX FDS 205 1367 SH COM 1367 0 0
06.10.2020 ISHARES U S ETF TR 444 10625 SH COM 10625 0 0
12.01.2021 ISHARES TR 236 2035 SH COM 2035 0 0
15.11.2018 SCHWAB US AGGREGATE BOND ETF 3529 70238 SH COM 70238 0 0
16.08.2019 UBS AG JERSEY BRH 8459 567691 SH CMCI ETN 38 567691 0 0
14.02.2019 ISHARES TR 1709 6792 SH CORE S&P500 ETF 6792 0 0
16.05.2019 SCHWAB STRATEGIC TR 1756 56079 SH INTL EQTY ETF 56079 0 0
16.05.2019 PFIZER INC 674 15880 SH COM 15880 0 0
12.01.2021 APPLE INC 6839 51538 SH COM 51538 0 0
14.08.2020 ISHARES TR 15208 222695 SH COM 222695 0 0
06.10.2020 VANGUARD BD INDEX FDS 58851 667099 SH COM 667099 0 0
14.02.2019 VANGUARD INDEX FDS 638 6513 SH VALUE ETF 6513 0 0
14.02.2019 UBS AG JERSEY BRH 281 20780 SH CMCI ETN 38 20780 0 0
14.02.2019 ISHARES TR 1007 9954 SH S&P 500 VAL ETF 9954 0 0
16.08.2019 BECTON DICKINSON & CO 472 1892 SH COM 1892 0 0
15.05.2020 FLEXSHARES TR 2834 159945 SH COM 159945 0 0
16.05.2018 VANGUARD S&P 500 ETF 632 2615 SH COM 2615 0 0
11.02.2020 VANGUARD INDEX FDS 1053 6433 SH COM 6433 0 0
16.08.2019 BOEING CO 393 1030 SH COM 1030 0 0
16.05.2018 BERKSHIRE HATHAWAY-BLK CEDEA 250 1258 SH COM 1258 0 0
15.08.2018 ISHARES S&P NAT AMT-FREE MUNICIPAL ETF 24795 227402 SH COM 227402 0 0
31.03.2021 INVESCO ACTIVLY MANGD ETC FD 11983 695294 SH COM 695294 0 0
15.05.2020 VANGUARD INDEX FDS 602 3842 SH COM 3842 0 0
31.03.2021 INDEXIQ ETF TR 23480 738374 SH COM 738374 0 0
15.05.2020 SPDR SER TR 204 4089 SH COM 4089 0 0
31.03.2021 INTEL CORP 216 3376 SH COM 3376 0 0
14.02.2019 ISHARES INC 15433 327322 SH CORE MSCI EMKT 327322 0 0
11.02.2020 ISHARES TR 50588 775419 SH COM 775419 0 0
11.02.2020 SCHWAB STRATEGIC TR 2507 32612 SH COM 32612 0 0
18.11.2019 UBS AG JERSEY BRH 11717 834226 SH COM 834226 0 0
06.10.2020 SPDR SER TR 217 4174 SH COM 4174 0 0
15.05.2020 VANGUARD INDEX FDS 913 7082 SH COM 7082 0 0
31.03.2021 MCDONALDS CORP 362 1614 SH COM 1614 0 0
16.05.2019 ISHARES INC 56699 1096473 SH CORE MSCI EMKT 1096473 0 0
11.02.2020 JP MORGAN EXCHANGE TRADED FD 1772 75009 SH COM 75009 0 0
18.11.2019 ISHARES TR 92882 480680 SH COM 480680 0 0
06.10.2020 VANGUARD CHARLOTTE FDS 12991 223264 SH COM 223264 0 0
12.01.2021 VANGUARD INDEX FDS 301 3547 SH COM 3547 0 0
31.03.2021 SCHWAB STRATEGIC TR 3694 38195 SH COM 38195 0 0
15.08.2018 ISHARES ETF CORE MSCI EMERGING MKTS 17339 330204 SH COM 330204 0 0
15.11.2018 BOEING CO COM 440 1183 SH COM 1183 0 0
16.08.2019 VANGUARD BD INDEX FD INC 406 4401 SH LONG TERM BOND 4401 0 0
16.05.2018 MONSANTO CO NEW DEL 343 2940 SH COM 2940 0 0
16.08.2019 INTEL CORP 435 8092 SH COM 8092 0 0
15.11.2018 VANGUARD HIGH DVD YIELD ETF 727 8350 SH COM 8350 0 0
15.11.2018 FIDELITY CONTRAFUND 143 10218 SH COM 10218 0 0
16.05.2019 WISDOMTREE TR 283 7915 SH US MIDCAP DIVID 7915 0 0
16.02.2018 VANGUARD TOTAL INTL BOND ETF 3932 72330 SH COM 72330 0 0
16.08.2019 JP MORGAN EXCHANGE TRADED FD 458 19145 SH BETABULDRS CDA 19145 0 0
16.05.2019 ISHARES TR 86870 458659 SH CORE S&P MCP ETF 458659 0 0
16.05.2019 FLEXSHARES TR 241 3595 SH STOX ESG INDEX 3595 0 0
16.05.2019 TAKEDA PHARMACEUTICAL CO LTD 223 10923 SH SPONSORED ADS 10923 0 0
12.01.2021 VANGUARD INDEX FDS 859 7219 SH COM 7219 0 0
31.03.2021 SCHWAB STRATEGIC TR 1702 31540 SH COM 31540 0 0
15.08.2018 VANGUARD TOTAL INTL BOND ETF 4353 79570 SH COM 79570 0 0
15.11.2018 FLEXSHAR STX GLOBAL BROAD INF ETF 10665 228716 SH COM 228716 0 0
06.10.2020 FLEXSHARES TR 18511 371258 SH COM 371258 0 0
14.08.2020 ISHARES TR 316 5778 SH COM 5778 0 0
16.05.2019 WELLS FARGO CO NEW 275 5698 SH COM 5698 0 0
15.11.2018 INVESCO OPTIMUM YIELD DIVERSIFIED COMMODIT 11036 587966 SH COM 587966 0 0
31.03.2021 VANGUARD INTL EQUITY INDEX F 296 5679 SH COM 5679 0 0
16.02.2018 VANGUARD FTSE DEVELOPED MARKETS ETF 405 9030 SH COM 9030 0 0
15.05.2020 SPDR SER TR 446 4709 SH COM 4709 0 0
15.11.2018 ISHARES S&P SMALLCAP 600 INDEX ETF 12790 146609 SH COM 146609 0 0
15.11.2018 ISHARES ETF CORE MSCI EMERGING MKTS 15738 303951 SH COM 303951 0 0
14.02.2019 INVESCO EXCHNG TRADED FD TR 446 17838 SH NATL AMT MUNI 17838 0 0
06.10.2020 VANGUARD INDEX FDS 282 1311 SH COM 1311 0 0
16.05.2019 SCHWAB STRATEGIC TR 6535 118811 SH US TIPS ETF 118811 0 0
14.02.2019 ISHARES TR 476 5872 SH IBOXX HI YD ETF 5872 0 0
16.05.2019 JP MORGAN EXCHANGE TRADED FD 23645 951646 SH DIVERSIFIED ET 951646 0 0
16.02.2018 SCHWAB US BROAD MARKET ETF 5454 84534 SH COM 84534 0 0
06.10.2020 ISHARES TR 1248 39823 SH COM 39823 0 0
16.05.2019 VANGUARD INDEX FDS 1127 7788 SH TOTAL STK MKT 7788 0 0
15.11.2018 BIO-TECHNE CORP 408 2000 SH COM 2000 0 0
16.02.2018 SHIRE PLC F ADR 1 ADR REPS 3 ORD SHS 491 3170 SH COM 3170 0 0
15.08.2018 ISHARES ETF CORE MSCI EAFE 35817 565211 SH COM 565211 0 0
16.02.2018 ISHARES ETF CORE MSCI EAFE 33604 508463 SH COM 508463 0 0
14.02.2019 BIO TECHNE CORP 289 2000 SH COM 2000 0 0
16.05.2019 JP MORGAN EXCHANGE TRADED FD 458 19145 SH BETABULDRS CDA 19145 0 0
16.02.2018 VANGUARD REIT ETF 15039 181239 SH COM 181239 0 0
16.05.2019 VANGUARD INDEX FDS 627 2414 SH S&P 500 ETF SHS 2414 0 0
14.02.2019 VANGUARD MALVERN FDS 13937 290839 SH STRM INFPROIDX 290839 0 0
16.08.2019 VANGUARD WHITEHALL FDS INC 1195 13946 SH HIGH DIV YLD 13946 0 0
15.11.2018 ISHARES ETF CORE MSCI EAFE 36057 562699 SH COM 562699 0 0
16.08.2019 SPDR SERIES TRUST 508 14131 SH BLOOMBERG BRCLYS 14131 0 0
14.08.2020 ISHARES TR 1428 23458 SH COM 23458 0 0
06.10.2020 ISHARES TR 16464 234430 SH COM 234430 0 0
15.05.2020 VANGUARD BD INDEX FDS 52320 613009 SH COM 613009 0 0
15.05.2020 APPLE INC 3318 13048 SH COM 13048 0 0
12.01.2021 DBX ETF TR 2708 82446 SH COM 82446 0 0
18.11.2019 ISHARES TR 8554 75550 SH COM 75550 0 0
14.08.2020 ISHARES TR 15414 139193 SH COM 139193 0 0
15.11.2018 ISHARES SELECT DIVIDEND ETF 576 5775 SH COM 5775 0 0
31.03.2021 SPDR S&P 500 ETF TR 113164 285529 SH COM 285529 0 0
16.05.2018 ISHARES ETF CORE MSCI EMERGING MKTS 16814 287914 SH COM 287914 0 0
16.08.2019 SCHWAB STRATEGIC TR 6238 91668 SH US BRD MKT ETF 91668 0 0
16.02.2018 MARATHON PETE CORP 215 3268 SH COM 3268 0 0
15.05.2020 ISHARES TR 766 14410 SH COM 14410 0 0
16.08.2019 JP MORGAN EXCHANGE TRADED FD 52329 626196 SH BETBULD MSCI 626196 0 0
11.02.2020 VANGUARD INDEX FDS 678 3720 SH COM 3720 0 0
11.02.2020 ISHARES TR 54472 264658 SH COM 264658 0 0
31.03.2021 FLEXSHARES TR 316 12317 SH COM 12317 0 0
11.02.2020 ISHARES TR 10805 164715 SH COM 164715 0 0
16.05.2019 BOEING CO 393 1030 SH COM 1030 0 0
11.02.2020 SCHWAB STRATEGIC TR 7561 133515 SH COM 133515 0 0
14.08.2020 ISHARES TR 36885 319628 SH COM 319628 0 0
06.10.2020 J P MORGAN EXCHANGE-TRADED F 11321 157341 SH COM 157341 0 0
15.08.2018 SCHWAB US AGGREGATE BOND ETF 3365 66455 SH COM 66455 0 0
16.05.2019 FLEXSHARES TR 28017 566118 SH STOXX GLOBR INF 566118 0 0
11.02.2020 UBS AG JERSEY BRH 2287 153003 SH COM 153003 0 0
14.08.2020 SPDR SER TR 24461 490495 SH COM 490495 0 0
16.08.2019 MCDONALDS CORP 481 2535 SH COM 2535 0 0
18.11.2019 ISHARES TR 1186 9954 SH COM 9954 0 0
14.02.2019 SCHWAB STRATEGIC TR 203 3806 SH US TIPS ETF 3806 0 0
16.05.2019 ISHARES TR 43838 568219 SH CORE S&P SCP ETF 568219 0 0
11.02.2020 JP MORGAN EXCHANGE TRADED FD 20236 228067 SH COM 228067 0 0
12.01.2021 INVESCO MUN OPPORTUNITY TR 3858 300972 SH COM 300972 0 0
14.02.2019 VANGUARD INDEX FDS 537 3998 SH GROWTH ETF 3998 0 0
31.03.2021 BOEING CO 329 1291 SH COM 1291 0 0
12.01.2021 INVESCO ACTIVLY MANGD ETC FD 10646 697642 SH COM 697642 0 0
06.10.2020 JOHNSON & JOHNSON 268 1801 SH COM 1801 0 0
16.05.2019 SCHWAB STRATEGIC TR 3830 73821 SH US AGGREGATE B 73821 0 0
14.08.2020 SPDR S&P MIDCAP 400 ETF TR 321 990 SH COM 990 0 0
11.02.2020 BERKSHIRE HATHAWAY INC DEL 540 2383 SH COM 2383 0 0
12.01.2021 BERKSHIRE HATHAWAY INC DEL 476 2055 SH COM 2055 0 0
16.08.2019 JACOBS ENGR GROUP INC 384 5106 SH COM 5106 0 0
16.05.2018 WELLS FARGO & CO DEL COM 289 5523 SH COM 5523 0 0
14.08.2020 FLEXSHARES TR 5147 121834 SH COM 121834 0 0
31.03.2021 J P MORGAN EXCHANGE-TRADED F 13349 155365 SH COM 155365 0 0
14.08.2020 VANGUARD INDEX FDS 626 3999 SH COM 3999 0 0
14.08.2020 NUVEEN MUNICIPAL CREDIT INC 742 50252 SH COM 50252 0 0
06.10.2020 ISHARES TR 39237 338451 SH COM 338451 0 0
14.08.2020 SPDR SER TR 216 4174 SH COM 4174 0 0
16.08.2019 WELLS FARGO CO NEW 275 5698 SH COM 5698 0 0
18.11.2019 ISHARES TR 201 3750 SH COM 3750 0 0
15.05.2020 ISHARES TR 846 32715 SH COM 32715 0 0
18.11.2019 JP MORGAN EXCHANGE TRADED FD 592 23670 SH COM 23670 0 0
11.02.2020 SCHWAB STRATEGIC TR 371 13556 SH COM 13556 0 0
14.02.2019 VANGUARD BD INDEX FD INC 34393 434204 SH TOTAL BND MRKT 434204 0 0
31.03.2021 ISHARES INC 454 10490 SH COM 10490 0 0
15.11.2018 VANGUARD FTSE DEVELOPED MARKETS ETF 270 6257 SH COM 6257 0 0
16.05.2018 MCDONALDS CORP COM 344 2200 SH COM 2200 0 0
11.02.2020 VANGUARD CHARLOTTE FDS 17326 306215 SH COM 306215 0 0
31.03.2021 PHILLIPS 66 622 7629 SH COM 7629 0 0
15.08.2018 VANGUARD S&P 500 ETF 654 2625 SH COM 2625 0 0
16.05.2018 SCHWAB INTL EQUITY ETF 1625 48215 SH COM 48215 0 0
06.10.2020 CONOCOPHILLIPS 501 15264 SH COM 15264 0 0
12.01.2021 ISHARES TR 277 4297 SH COM 4297 0 0
16.05.2018 Goldman Sachs Exchange Place LP 7079 47663 SH COM 47663 0 0
11.02.2020 SCHWAB STRATEGIC TR 1207 22581 SH COM 22581 0 0
16.05.2019 ISHARES TR 508 5872 SH IBOXX HI YD ETF 5872 0 0
14.02.2019 APPLE INC 2061 13065 SH COM 13065 0 0
14.02.2019 ZIMMER BIOMET HLDGS INC 201 1940 SH COM 1940 0 0
15.08.2018 BERKSHIRE HATHAWAY-BLK CEDEA 267 1433 SH COM 1433 0 0
15.11.2018 LITMAN GREGORY MASTERS ALT STRAT INST 149 12892 SH COM 12892 0 0
11.02.2020 SPDR S&P 500 ETF TR 84182 261547 SH COM 261547 0 0
16.02.2018 ISHARES ETF CORE MSCI EMERGING MKTS 13183 231693 SH COM 231693 0 0
16.05.2018 FLEXSHAR STX GLOBAL BROAD INF ETF 629 13642 SH COM 13642 0 0
16.05.2019 ISHARES TR 567 5775 SH SELECT DIVID ETF 5775 0 0
15.08.2018 BECTON DICKINSON & CO COM 453 1892 SH COM 1892 0 0
15.05.2020 VANGUARD BD INDEX FDS 207 2518 SH COM 2518 0 0
31.03.2021 VANGUARD INDEX FDS 285 3102 SH COM 3102 0 0
16.05.2018 ISHARES S&P SMALLCAP 600 INDEX ETF 10361 134552 SH COM 134552 0 0
15.08.2018 JACOBS ENGINEERING GROUP 482 7606 SH COM 7606 0 0
15.08.2018 VANGUARD BOND INDEX FUND LONG TERM BOND ET 390 4401 SH COM 4401 0 0
15.05.2020 SPDR S&P MIDCAP 400 ETF TR 260 990 SH COM 990 0 0
16.05.2019 ISHARES TR 2783 9780 SH CORE S&P500 ETF 9780 0 0
16.02.2018 WELLS FARGO & CO DEL COM 332 5485 SH COM 5485 0 0
06.10.2020 SPDR SER TR 27946 560375 SH COM 560375 0 0
06.10.2020 EXXON MOBIL CORP 239 6970 SH COM 6970 0 0
31.03.2021 FLEXSHARES TR 3033 56900 SH COM 56900 0 0
16.05.2018 AT&T CORP COM 238 6686 SH COM 6686 0 0
14.02.2019 VANGUARD INDEX FDS 937 7338 SH TOTAL STK MKT 7338 0 0
06.10.2020 GCI LIBERTY INC 299 3647 SH COM 3647 0 0
12.01.2021 PHILLIPS 66 639 9136 SH COM 9136 0 0
16.05.2019 ISHARES TR 361 6826 SH SH TR CRPORT ETF 6826 0 0
14.08.2020 ISHARES TR 595 1920 SH COM 1920 0 0
15.11.2018 FUTURENET INC 0 15000 SH COM 15000 0 0
16.05.2019 INTEL CORP 435 8092 SH COM 8092 0 0
14.02.2019 SCHWAB STRATEGIC TR 3487 68917 SH US AGGREGATE B 68917 0 0
31.03.2021 PACER FDS TR 2981 76749 SH COM 76749 0 0
16.08.2019 BIO TECHNE CORP 397 2000 SH COM 2000 0 0
14.08.2020 VANGUARD CHARLOTTE FDS 12029 208363 SH COM 208363 0 0
16.02.2018 SPDR S&P 500 ETF 44058 165099 SH COM 165099 0 0
16.02.2018 VANGUARD SHORT-TERM BOND ETF 5061 63983 SH COM 63983 0 0
14.08.2020 VANGUARD INDEX FDS 739 7420 SH COM 7420 0 0
18.11.2019 ISHARES TR 63876 979550 SH COM 979550 0 0
15.08.2018 BERKSHIRE HATHAWAY CLA100 SHS=1 WHOLE SH 1410 500 SH COM 500 0 0
14.02.2019 VANGUARD BD INDEX FD INC 5575 70959 SH SHORT TRM BOND 70959 0 0
15.05.2020 GCI LIBERTY INC 208 3644 SH COM 3644 0 0
16.05.2018 BECTON DICKINSON & CO COM 409 1892 SH COM 1892 0 0
15.08.2018 AT&T CORP COM 230 7192 SH COM 7192 0 0
18.11.2019 ISHARES TR 71834 1176263 SH COM 1176263 0 0
15.11.2018 INTERNATIONAL BUS MACH COM 217 1439 SH COM 1439 0 0
16.08.2019 ISHARES TR 42807 659992 SH MSCI EAFE ETF 659992 0 0
11.02.2020 VANGUARD BD INDEX FD INC 442 4401 SH COM 4401 0 0
14.08.2020 SCHWAB STRATEGIC TR 387 15897 SH COM 15897 0 0
06.10.2020 ISHARES TR 246 4366 SH COM 4366 0 0
16.05.2019 ISHARES TR 42807 659992 SH MSCI EAFE ETF 659992 0 0
16.05.2019 SPDR SERIES TRUST 451 13200 SH PORTFOLIO INTRMD 13200 0 0
16.02.2018 VANGUARD S&P 500 ETF 542 2212 SH COM 2212 0 0
12.01.2021 ISHARES TR 869 11898 SH COM 11898 0 0
15.08.2018 EXXON MOBIL CORP 305 3694 SH COM 3694 0 0
12.01.2021 VANGUARD INDEX FDS 345 1289 SH COM 1289 0 0
12.01.2021 CRH MED CORP 51 22000 SH COM 22000 0 0
16.05.2019 ISHARES TR 284 5114 SH CORE MSCI PAC 5114 0 0
14.02.2019 ISHARES TR 221 4357 SH CORE MSCI PAC 4357 0 0
11.02.2020 AT&T INC 319 8171 SH COM 8171 0 0
31.03.2021 PEPSICO INC 447 3163 SH COM 3163 0 0
16.08.2019 FLEXSHARES TR 241 3595 SH STOX ESG INDEX 3595 0 0
15.08.2018 INVESCO OPTIMUM YIELD DIVERSIFIED COMMODIT 10280 556933 SH COM 556933 0 0
16.05.2019 BECTON DICKINSON & CO 472 1892 SH COM 1892 0 0
18.11.2019 FLEXSHARES TR 36316 701887 SH COM 701887 0 0
11.02.2020 APPLE INC 3882 13220 SH COM 13220 0 0
16.05.2019 INVESCO EXCHNG TRADED FD TR 362 14125 SH NATL AMT MUNI 14125 0 0
06.10.2020 SCHWAB STRATEGIC TR 1474 26277 SH COM 26277 0 0
15.11.2018 ISHARES S&P NAT AMT-FREE MUNICIPAL ETF 19839 183797 SH COM 183797 0 0
15.05.2020 SCHWAB STRATEGIC TR 2129 35223 SH COM 35223 0 0
06.10.2020 ISHARES INC 579 16249 SH COM 16249 0 0
15.05.2020 ISHARES TR 3577 44139 SH COM 44139 0 0
16.02.2018 POWERSHARES DB COMMODITY STRATEGY 8062 462056 SH COM 462056 0 0
14.08.2020 MCDONALDS CORP 296 1604 SH COM 1604 0 0
16.08.2019 ISHARES TR 83603 1375728 SH CORE MSCI EAFE 1375728 0 0
15.08.2018 SPDR BARCLAYS CAPITAL ST MUNI ETF 14148 294830 SH COM 294830 0 0
14.08.2020 PEPSICO INC 420 3179 SH COM 3179 0 0
16.02.2018 PFIZER INC COM 684 18900 SH COM 18900 0 0
15.05.2020 BERKSHIRE HATHAWAY INC DEL 356 1948 SH COM 1948 0 0
31.03.2021 NORTHRIM BANCORP INC 382 8993 SH COM 8993 0 0
16.02.2018 VANGUARD SHORT-TERM TIPS ETF 8825 180775 SH COM 180775 0 0
31.03.2021 INNOVATOR ETFS TR 2246 75632 SH COM 75632 0 0
11.02.2020 SCHWAB STRATEGIC TR 228 4955 SH COM 4955 0 0
14.02.2019 ISHARES TR 345 5872 SH MSCI EAFE ETF 5872 0 0
16.08.2019 VANGUARD INDEX FDS 761 7066 SH VALUE ETF 7066 0 0
06.10.2020 ISHARES TR 298 2868 SH COM 2868 0 0
15.05.2020 VANGUARD INDEX FDS 1201 5071 SH COM 5071 0 0
12.01.2021 ISHARES TR 19690 214253 SH COM 214253 0 0
16.05.2018 SPDR S&P 500 ETF 43266 164418 SH COM 164418 0 0
31.03.2021 SPDR SER TR 215 4168 SH COM 4168 0 0
15.11.2018 SCHWAB US REIT ETF 603 14450 SH COM 14450 0 0
15.05.2020 ISHARES TR 268 5118 SH COM 5118 0 0
18.11.2019 ISHARES TR 673 4450 SH COM 4450 0 0
15.05.2020 ISHARES TR 11368 202594 SH COM 202594 0 0
14.02.2019 ISHARES TR 20713 189954 SH NATIONAL MUN ETF 189954 0 0
16.08.2019 PEPSICO INC 329 2686 SH COM 2686 0 0
16.08.2019 ISHARES TR 361 6826 SH SH TR CRPORT ETF 6826 0 0
14.08.2020 VANGUARD INDEX FDS 262 1312 SH COM 1312 0 0
11.02.2020 ISHARES TR 284 4870 SH COM 4870 0 0
14.02.2019 FLEXSHARES TR 216 3640 SH STOX ESG INDEX 3640 0 0
16.05.2019 SCHWAB STRATEGIC TR 6238 91668 SH US BRD MKT ETF 91668 0 0
06.10.2020 NUVEEN MUNICIPAL CREDIT INC 738 50252 SH COM 50252 0 0
14.08.2020 INVESCO ACTIVLY MANGD ETC FD 8170 631412 SH COM 631412 0 0
06.10.2020 VANGUARD INDEX FDS 647 3796 SH COM 3796 0 0
16.05.2018 SCHWAB US BROAD MARKET ETF 5104 80015 SH COM 80015 0 0
14.08.2020 CONOCOPHILLIPS 473 11249 SH COM 11249 0 0
15.11.2018 ISHARES CORE S&P MIDCAP 400 ETF 23994 119206 SH COM 119206 0 0
06.10.2020 PEPSICO INC 438 3161 SH COM 3161 0 0
31.03.2021 ISHARES TR 287 4312 SH COM 4312 0 0
06.10.2020 APPLE INC 6021 51990 SH COM 51990 0 0
16.05.2018 BIO-TECHNE CORP 302 2000 SH COM 2000 0 0
11.02.2020 VANGUARD WHITEHALL FDS INC 605 6460 SH COM 6460 0 0
14.02.2019 ISHARES TR 31970 581275 SH CORE MSCI EAFE 581275 0 0
16.05.2018 SCHWAB EMERGING MARKETS EQUITY ETF 791 27580 SH COM 27580 0 0
16.08.2019 EXXON MOBIL CORP 417 5160 SH COM 5160 0 0
15.08.2018 VANGUARD HIGH DVD YIELD ETF 693 8350 SH COM 8350 0 0
12.01.2021 ISHARES INC 18973 305823 SH COM 305823 0 0
16.02.2018 SCHWAB US AGGREGATE BOND ETF 3282 63080 SH COM 63080 0 0
14.08.2020 APPLE INC 4671 12806 SH COM 12806 0 0
11.02.2020 VANGUARD INDEX FDS 827 6903 SH COM 6903 0 0
16.05.2019 SPDR SERIES TRUST 508 14131 SH BLOOMBERG BRCLYS 14131 0 0
14.08.2020 VANGUARD BD INDEX FDS 209 2518 SH COM 2518 0 0
16.05.2018 BERKSHIRE HATHAWAY CLA100 SHS=1 WHOLE SH 1495 500 SH COM 500 0 0
18.11.2019 VANGUARD MALVERN FDS 34781 709094 SH COM 709094 0 0
11.02.2020 JPMORGAN CHASE & CO 330 2367 SH COM 2367 0 0
11.02.2020 ISHARES TR 514 7482 SH COM 7482 0 0
16.08.2019 ISHARES TR 18003 162820 SH SHORT TREAS BD 162820 0 0
16.08.2019 VANGUARD BD INDEX FD INC 12137 152496 SH SHORT TRM BOND 152496 0 0
31.03.2021 VANGUARD INDEX FDS 274 998 SH COM 998 0 0
15.05.2020 CONOCOPHILLIPS 335 10886 SH COM 10886 0 0
14.08.2020 VANGUARD INTL EQUITY INDEX F 273 6892 SH COM 6892 0 0
12.01.2021 FLEXSHARES TR 2941 59486 SH COM 59486 0 0
16.05.2018 INTERNATIONAL BUS MACH COM 220 1439 SH COM 1439 0 0
15.11.2018 SCHWAB INTL EQUITY ETF 1775 52957 SH COM 52957 0 0
06.10.2020 ISHARES TR 33741 182076 SH COM 182076 0 0
15.11.2018 Goldman Sachs Exchange Place LP 7784 47663 SH COM 47663 0 0
14.02.2019 PEPSICO INC 297 2686 SH COM 2686 0 0
31.03.2021 SPDR SER TR 16511 333144 SH COM 333144 0 0
15.05.2020 VANGUARD WHITEHALL FDS 457 6460 SH COM 6460 0 0
12.01.2021 VANGUARD BD INDEX FDS 53879 610940 SH COM 610940 0 0
16.05.2018 ISHARES CORE S&P MIDCAP 400 ETF 20054 106920 SH COM 106920 0 0
06.10.2020 VANGUARD INTL EQUITY INDEX F 246 5679 SH COM 5679 0 0
18.11.2019 INVESCO ACTIVELY MANAGD ETF 10875 696215 SH COM 696215 0 0
14.08.2020 J P MORGAN EXCHANGE-TRADED F 10593 148508 SH COM 148508 0 0
15.08.2018 VANGUARD SHORT-TERM TIPS ETF 12736 260722 SH COM 260722 0 0
15.05.2020 VANGUARD MALVERN FDS 14560 298854 SH COM 298854 0 0
06.10.2020 SCHWAB STRATEGIC TR 871 27737 SH COM 27737 0 0
12.01.2021 CONOCOPHILLIPS 602 15044 SH COM 15044 0 0
11.02.2020 SPDR SERIES TRUST 516 4709 SH COM 4709 0 0
11.02.2020 MICROSOFT CORP 865 5482 SH COM 5482 0 0
14.02.2019 INTEL CORP 380 8092 SH COM 8092 0 0
16.05.2019 VANGUARD INDEX FDS 595 3805 SH GROWTH ETF 3805 0 0
14.02.2019 SCHWAB STRATEGIC TR 551 14310 SH US REIT ETF 14310 0 0
16.08.2019 MARATHON PETE CORP 216 3601 SH COM 3601 0 0