Form f13t for CIK:1766067

Reported Date (DD.MM.YYYY) Issuer Name Value Thousands Sshprn Amount Sshprn Type Class Title Voting Authority Sole Voting Authority Shared Voting Authority None
31.03.2021 ISHARES TR 210 8090 SH ESG AWRE 1 5 YR 0 0 8090
08.01.2021 ISHARES TR 515 7065 SH MSCI EAFE ETF 0 0 7065
06.02.2020 SPDR SERIES TRUST 9486 268647 SH PORTFOLIO INTRMD 0 0 268647
16.04.2020 ISHARES TR 441 8421 SH SH TR CRPORT ETF 0 0 8421
07.10.2020 SPDR SER TR 4343 138456 SH PORTFOLIO SHORT 0 0 138456
31.03.2021 ISHARES TR 30278 116329 SH CORE S&P MCP ETF 0 0 116329
08.01.2021 ISHARES TR 543 7862 SH CORE MSCI EAFE 0 0 7862
16.04.2020 ISHARES TR 429 7499 SH CORE S&P TTL STK 0 0 7499
16.04.2020 APPLE INC 446 1755 SH COM 0 0 1755
07.10.2020 ISHARES TR 470 7805 SH CORE MSCI EAFE 0 0 7805
08.01.2021 SPDR SER TR 1291 29376 SH PORTFOLIO S&P500 0 0 29376
21.07.2020 ISHARES TR 3188 10294 SH CORE S&P500 ETF 0 0 10294
16.04.2020 SPDR INDEX SHS FDS 17593 734872 SH PORTFOLIO DEVLPD 0 0 734872
16.04.2020 SPDR SER TR 633 24994 SH PORTFOLIO S&P400 0 0 24994
06.02.2020 SPDR SERIES TRUST 14092 479656 SH PORTFOLIO AGRGTE 0 0 479656
08.01.2021 SPDR SER TR 4769 151892 SH PORTFOLIO SHORT 0 0 151892
16.04.2020 VANGUARD INDEX FDS 14846 166692 SH VALUE ETF 0 0 166692
31.03.2021 SPDR INDEX SHS FDS 29268 827721 SH PORTFOLIO DEVLPD 0 0 827721
06.02.2020 SPDR SERIES TRUST 17406 415316 SH PRTFLO S&P500 GW 0 0 415316
21.07.2020 BERKSHIRE HATHAWAY INC DEL 268 1499 SH CL B NEW 0 0 1499
21.07.2020 APPLE INC 528 1448 SH COM 0 0 1448
21.07.2020 ISHARES TR 262 1948 SH IBOXX INV CP ETF 0 0 1948
07.10.2020 VANGUARD INDEX FDS 1291 5673 SH GROWTH ETF 0 0 5673
07.10.2020 ISHARES TR 256 1109 SH S&P 500 GRWT ETF 0 0 1109
16.04.2020 VISA INC 464 2880 SH COM CL A 0 0 2880
21.07.2020 SPDR SER TR 9562 261765 SH PORTFOLIO INTRMD 0 0 261765
06.02.2020 VISA INC 541 2880 SH COM CL A 0 0 2880
06.02.2020 SPDR SERIES TRUST 1007 33434 SH PORTFOLIO LN COR 0 0 33434
21.07.2020 ISHARES TR 230 1109 SH S&P 500 GRWT ETF 0 0 1109
31.03.2021 ISHARES TR 238 3312 SH EAFE SML CP ETF 0 0 3312
21.07.2020 SPDR SER TR 1053 33231 SH PORTFOLIO LN COR 0 0 33231
06.02.2020 VANGUARD INDEX FDS 1121 6152 SH GROWTH ETF 0 0 6152
08.01.2021 SPDR SER TR 20744 375192 SH PRTFLO S&P500 GW 0 0 375192
06.02.2020 VANGUARD BD INDEX FD INC 307 3658 SH TOTAL BND MRKT 0 0 3658
31.03.2021 SPDR SER TR 18507 624193 SH PORTFOLIO AGRGTE 0 0 624193
31.03.2021 SPDR SER TR 1437 47636 SH PORTFOLIO LN COR 0 0 47636
31.03.2021 ISHARES TR 448 3937 SH CORE US AGGBD ET 0 0 3937
16.04.2020 SPDR SER TR 14394 402754 SH PRTFLO S&P500 GW 0 0 402754
06.02.2020 ISHARES TR 10435 124443 SH CORE S&P SCP ETF 0 0 124443
21.07.2020 VANGUARD BD INDEX FDS 317 3591 SH TOTAL BND MRKT 0 0 3591
21.07.2020 MARSH & MCLENNAN COS INC 376 3500 SH COM 0 0 3500
07.10.2020 MICROSOFT CORP 345 1641 SH COM 0 0 1641
08.01.2021 ISHARES TR 283 4436 SH S&P 500 GRWT ETF 0 0 4436
21.07.2020 ISHARES TR 422 6079 SH CORE S&P TTL STK 0 0 6079
07.10.2020 SPDR SER TR 899 27563 SH PORTFOLIO S&P400 0 0 27563
06.02.2020 ISHARES TR 566 8669 SH CORE MSCI EAFE 0 0 8669
16.04.2020 SPDR SER TR 995 34953 SH PORTFOLIO LN COR 0 0 34953
07.10.2020 VANGUARD BD INDEX FDS 325 3683 SH TOTAL BND MRKT 0 0 3683
31.03.2021 APPLE INC 660 5405 SH COM 0 0 5405
21.07.2020 ISHARES TR 10515 153969 SH CORE S&P SCP ETF 0 0 153969
08.01.2021 SPDR INDEX SHS FDS 26909 797298 SH PORTFOLIO DEVLPD 0 0 797298
16.04.2020 SPDR SER TR 8120 238766 SH PORTFOLIO INTRMD 0 0 238766
08.01.2021 ISHARES TR 316 4700 SH CORE MSCI TOTAL 0 0 4700
31.03.2021 MICROSOFT CORP 271 1149 SH COM 0 0 1149
16.04.2020 VANGUARD INDEX FDS 853 5444 SH GROWTH ETF 0 0 5444
31.03.2021 LOCKHEED MARTIN CORP 370 1000 SH COM 0 0 1000
31.03.2021 ISHARES TR 606 8412 SH CORE MSCI EAFE 0 0 8412
16.04.2020 VANGUARD BD INDEX FDS 291 3404 SH TOTAL BND MRKT 0 0 3404
06.02.2020 SPDR SERIES TRUST 632 17457 SH PORTFOLIO MD ETF 0 0 17457
21.07.2020 SPDR SER TR 3952 126088 SH PORTFOLIO SHORT 0 0 126088
07.10.2020 ISHARES TR 264 1959 SH IBOXX INV CP ETF 0 0 1959
31.03.2021 SPDR SER TR 5512 176057 SH PORTFOLIO SHORT 0 0 176057
16.04.2020 SPDR SER TR 3452 114113 SH PORTFOLIO SHORT 0 0 114113
21.07.2020 SPDR SER TR 17382 386944 SH PRTFLO S&P500 GW 0 0 386944
06.02.2020 ISHARES TR 262 4231 SH CORE MSCI TOTAL 0 0 4231
31.03.2021 MARSH & MCLENNAN COS INC 426 3500 SH COM 0 0 3500
07.10.2020 ISHARES TR 468 6194 SH CORE S&P TTL STK 0 0 6194
07.10.2020 ISHARES TR 233 3945 SH EAFE SML CP ETF 0 0 3945
31.03.2021 SPDR SER TR 1201 26256 SH PORTFOLIO S&P400 0 0 26256
16.04.2020 ISHARES TR 17241 119844 SH CORE S&P MCP ETF 0 0 119844
31.03.2021 ISHARES TR 214 1647 SH IBOXX INV CP ETF 0 0 1647
06.02.2020 ISHARES TR 20712 100630 SH CORE S&P MCP ETF 0 0 100630
06.02.2020 ISHARES TR 391 5636 SH MSCI EAFE ETF 0 0 5636
16.04.2020 ISHARES TR 240 1945 SH IBOXX INV CP ETF 0 0 1945
31.03.2021 VANGUARD INDEX FDS 23898 181786 SH VALUE ETF 0 0 181786
21.07.2020 ISHARES TR 464 8474 SH SH TR CRPORT ETF 0 0 8474
07.10.2020 ISHARES TR 10998 156599 SH CORE S&P SCP ETF 0 0 156599
06.02.2020 ISHARES TR 251 1962 SH IBOXX INV CP ETF 0 0 1962
31.03.2021 ISHARES TR 15511 142920 SH CORE S&P SCP ETF 0 0 142920
31.03.2021 ISHARES TR 313 4451 SH CORE MSCI TOTAL 0 0 4451
06.02.2020 ISHARES TR 552 2636 SH MRGSTR MD CP ETF 0 0 2636
07.10.2020 ISHARES TR 22130 119419 SH CORE S&P MCP ETF 0 0 119419
07.10.2020 MARSH & MCLENNAN COS INC 401 3500 SH COM 0 0 3500
16.04.2020 ISHARES TR 379 7600 SH CORE MSCI EAFE 0 0 7600
31.03.2021 SPDR INDEX SHS FDS 6515 148818 SH PORTFOLIO EMG MK 0 0 148818
21.07.2020 LOCKHEED MARTIN CORP 365 1000 SH COM 0 0 1000
21.07.2020 ISHARES TR 487 2641 SH MRGSTR MD CP ETF 0 0 2641
08.01.2021 BERKSHIRE HATHAWAY INC DEL 348 1499 SH CL B NEW 0 0 1499
31.03.2021 SPDR SER TR 1458 31283 SH PORTFOLIO S&P500 0 0 31283
31.03.2021 ISHARES TR 489 8936 SH ISHS 1-5YR INVS 0 0 8936
16.04.2020 SPDR INDEX SHS FDS 3879 136304 SH PORTFOLIO EMG MK 0 0 136304
08.01.2021 LOCKHEED MARTIN CORP 355 1000 SH COM 0 0 1000
06.02.2020 APPLE INC 514 1751 SH COM 0 0 1751
07.10.2020 SPDR INDEX SHS FDS 5290 144689 SH PORTFOLIO EMG MK 0 0 144689
08.01.2021 ISHARES TR 474 8587 SH ISHS 1-5YR INVS 0 0 8587
21.07.2020 ISHARES TR 210 3912 SH EAFE SML CP ETF 0 0 3912
31.03.2021 BERKSHIRE HATHAWAY INC DEL 383 1499 SH CL B NEW 0 0 1499
16.04.2020 ISHARES TR 2539 9827 SH CORE S&P500 ETF 0 0 9827
31.03.2021 ISHARES TR 213 5536 SH ESG AWARE MSCI 0 0 5536
08.01.2021 VANGUARD BD INDEX FDS 343 3892 SH TOTAL BND MRKT 0 0 3892
31.03.2021 ISHARES TR 6449 16210 SH CORE S&P500 ETF 0 0 16210
06.02.2020 MARSH & MCLENNAN COS INC 390 3500 SH COM 0 0 3500
06.02.2020 SPDR SERIES TRUST 736 19461 SH PORTFOLIO LR ETF 0 0 19461
06.02.2020 SPDR SERIES TRUST 3762 121996 SH PORTFOLIO SHORT 0 0 121996
07.10.2020 LOCKHEED MARTIN CORP 383 1000 SH COM 0 0 1000
16.04.2020 ISHARES TR 430 3731 SH CORE US AGGBD ET 0 0 3731
08.01.2021 VANGUARD INDEX FDS 1438 5678 SH GROWTH ETF 0 0 5678
07.10.2020 VISA INC 576 2880 SH COM CL A 0 0 2880
06.02.2020 ISHARES TR 519 7143 SH CORE S&P TTL STK 0 0 7143
07.10.2020 ISHARES TR 460 3895 SH CORE US AGGBD ET 0 0 3895
08.01.2021 ISHARES TR 525 6088 SH CORE S&P TTL STK 0 0 6088
06.02.2020 SPDR INDEX SHS FDS 20701 660328 SH PORTFOLIO DEVLPD 0 0 660328
06.02.2020 LOCKHEED MARTIN CORP 389 1000 SH COM 0 0 1000
21.07.2020 ISHARES TR 475 7799 SH MSCI EAFE ETF 0 0 7799
07.10.2020 SPDR INDEX SHS FDS 22829 780215 SH PORTFOLIO DEVLPD 0 0 780215
06.02.2020 SPDR INDEX SHS FDS 4757 126547 SH PORTFOLIO EMG MK 0 0 126547
06.02.2020 VANGUARD INDEX FDS 17829 148763 SH VALUE ETF 0 0 148763
21.07.2020 MICROSOFT CORP 244 1200 SH COM 0 0 1200
07.10.2020 VANGUARD INDEX FDS 18186 174014 SH VALUE ETF 0 0 174014
07.10.2020 SPDR SER TR 15283 496047 SH PORTFOLIO AGRGTE 0 0 496047
08.01.2021 APPLE INC 769 5796 SH COM 0 0 5796
07.10.2020 SPDR SER TR 1143 29052 SH PORTFOLIO S&P500 0 0 29052
21.07.2020 ISHARES TR 447 3778 SH CORE US AGGBD ET 0 0 3778
21.07.2020 ISHARES TR 437 7653 SH CORE MSCI EAFE 0 0 7653
31.03.2021 ISHARES TR 540 7111 SH MSCI EAFE ETF 0 0 7111
08.01.2021 SPDR SER TR 1088 26927 SH PORTFOLIO S&P400 0 0 26927
21.07.2020 ISHARES TR 243 4451 SH CORE MSCI TOTAL 0 0 4451
31.03.2021 ISHARES TR 281 5132 SH ESG AWR US AGRGT 0 0 5132
08.01.2021 ISHARES TR 14017 152524 SH CORE S&P SCP ETF 0 0 152524
08.01.2021 MARSH & MCLENNAN COS INC 410 3500 SH COM 0 0 3500
08.01.2021 ISHARES TR 27054 117712 SH CORE S&P MCP ETF 0 0 117712
21.07.2020 SPDR SER TR 1023 28221 SH PORTFOLIO S&P500 0 0 28221
21.07.2020 SPDR SER TR 14105 457059 SH PORTFOLIO AGRGTE 0 0 457059
08.01.2021 VANGUARD INDEX FDS 21201 178219 SH VALUE ETF 0 0 178219
16.04.2020 SPDR SER TR 750 24807 SH PORTFOLIO S&P500 0 0 24807
21.07.2020 SPDR SER TR 831 26582 SH PORTFOLIO S&P400 0 0 26582
31.03.2021 VISA INC 610 2880 SH COM CL A 0 0 2880
07.10.2020 ISHARES TR 529 2641 SH MRGSTR MD CP ETF 0 0 2641
16.04.2020 ISHARES TR 207 4396 SH CORE MSCI TOTAL 0 0 4396
08.01.2021 ISHARES TR 5201 13854 SH CORE S&P500 ETF 0 0 13854
08.01.2021 SPDR INDEX SHS FDS 6144 145728 SH PORTFOLIO EMG MK 0 0 145728
08.01.2021 SPDR SER TR 16795 545467 SH PORTFOLIO AGRGTE 0 0 545467
16.04.2020 ISHARES TR 8451 150607 SH CORE S&P SCP ETF 0 0 150607
21.07.2020 ISHARES TR 20939 117752 SH CORE S&P MCP ETF 0 0 117752
07.10.2020 ISHARES TR 466 8493 SH ISHS 1-5YR INVS 0 0 8493
08.01.2021 VISA INC 630 2880 SH COM CL A 0 0 2880
31.03.2021 SPDR SER TR 22225 394062 SH PRTFLO S&P500 GW 0 0 394062
16.04.2020 MARSH & MCLENNAN COS INC 303 3500 SH COM 0 0 3500
16.04.2020 SPDR SER TR 11929 394744 SH PORTFOLIO AGRGTE 0 0 394744
16.04.2020 LOCKHEED MARTIN CORP 339 1000 SH COM 0 0 1000
07.10.2020 SPDR SER TR 10138 275799 SH PORTFOLIO INTRMD 0 0 275799
08.01.2021 SPDR SER TR 1329 40152 SH PORTFOLIO LN COR 0 0 40152
16.04.2020 BERKSHIRE HATHAWAY INC DEL 274 1499 SH CL B NEW 0 0 1499
31.03.2021 ISHARES TR 289 4436 SH S&P 500 GRWT ETF 0 0 4436
31.03.2021 VANGUARD BD INDEX FDS 325 3832 SH TOTAL BND MRKT 0 0 3832
21.07.2020 SPDR INDEX SHS FDS 4782 142910 SH PORTFOLIO EMG MK 0 0 142910
06.02.2020 ISHARES TR 374 6013 SH EAFE SML CP ETF 0 0 6013
06.02.2020 ISHARES TR 471 4195 SH CORE US AGGBD ET 0 0 4195
21.07.2020 VANGUARD INDEX FDS 1171 5792 SH GROWTH ETF 0 0 5792
21.07.2020 SPDR INDEX SHS FDS 20950 758506 SH PORTFOLIO DEVLPD 0 0 758506
08.01.2021 MICROSOFT CORP 256 1149 SH COM 0 0 1149
06.02.2020 BERKSHIRE HATHAWAY INC DEL 340 1499 SH CL B NEW 0 0 1499
08.01.2021 ISHARES TR 613 2618 SH MRGSTR MD CP ETF 0 0 2618
16.04.2020 ISHARES TR 306 5732 SH MSCI EAFE ETF 0 0 5732
21.07.2020 VANGUARD INDEX FDS 16710 167786 SH VALUE ETF 0 0 167786
07.10.2020 BERKSHIRE HATHAWAY INC DEL 319 1499 SH CL B NEW 0 0 1499
06.02.2020 ISHARES TR 3149 9742 SH CORE S&P500 ETF 0 0 9742
08.01.2021 ISHARES TR 478 4043 SH CORE US AGGBD ET 0 0 4043
31.03.2021 ISHARES TR 544 5943 SH CORE S&P TTL STK 0 0 5943
07.10.2020 SPDR SER TR 1093 34400 SH PORTFOLIO LN COR 0 0 34400
31.03.2021 VANGUARD INDEX FDS 1442 5611 SH GROWTH ETF 0 0 5611
06.02.2020 ISHARES TR 221 1143 SH S&P 500 GRWT ETF 0 0 1143
07.10.2020 APPLE INC 737 6364 SH COM 0 0 6364
31.03.2021 SPDR SER TR 12156 335346 SH PORTFOLIO INTRMD 0 0 335346
16.04.2020 ISHARES TR 404 2641 SH MRGSTR MD CP ETF 0 0 2641
08.01.2021 VANGUARD WORLD FD 305 4343 SH ESG US STK ETF 0 0 4343
07.10.2020 ISHARES TR 269 4618 SH CORE MSCI TOTAL 0 0 4618
07.10.2020 ISHARES TR 4292 12772 SH CORE S&P500 ETF 0 0 12772
08.01.2021 ISHARES TR 272 3976 SH EAFE SML CP ETF 0 0 3976
21.07.2020 VISA INC 556 2880 SH COM CL A 0 0 2880
07.10.2020 SPDR SER TR 18900 377170 SH PRTFLO S&P500 GW 0 0 377170
08.01.2021 ISHARES TR 243 1760 SH IBOXX INV CP ETF 0 0 1760
31.03.2021 VANGUARD WORLD FD 443 6010 SH ESG US STK ETF 0 0 6010
07.10.2020 ISHARES TR 488 7663 SH MSCI EAFE ETF 0 0 7663
08.01.2021 SPDR SER TR 11083 298077 SH PORTFOLIO INTRMD 0 0 298077
08.01.2021 ISHARES TR 229 4056 SH ESG AWR US AGRGT 0 0 4056