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 |
AMETEK INC NEW | COM | 031100100 | 453 | 6,256 | SH | SOLE | 0 | 0 | 6,256 | ||
AMGEN INC | COM | 031162100 | 200 | 1,151 | SH | SOLE | 0 | 0 | 1,151 | ||
APPLE INC | COM | 037833100 | 1,179 | 6,967 | SH | SOLE | 0 | 0 | 6,967 | ||
AQUA AMERICA INC | COM | 03836W103 | 319 | 8,136 | SH | SOLE | 0 | 0 | 8,136 | ||
CAMBRIDGE BANCORP | COM | 132152109 | 258 | 3,204 | SH | SOLE | 0 | 0 | 3,204 | ||
EXXON MOBIL CORP | COM | 30231G102 | 425 | 5,079 | SH | SOLE | 0 | 0 | 5,079 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 259 | 1,686 | SH | SOLE | 0 | 0 | 1,686 | ||
ISHARES INC | MIN VOL EMRG MKT | 464286533 | 7,094 | 116,755 | SH | SOLE | 0 | 0 | 116,755 | ||
ISHARES TR | MIN VOL USA ETF | 46429B697 | 313 | 5,925 | SH | SOLE | 0 | 0 | 5,925 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 3,157 | 25,104 | SH | SOLE | 0 | 0 | 25,104 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 18,639 | 117,843 | SH | SOLE | 0 | 0 | 117,843 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 1,558 | 17,479 | SH | SOLE | 0 | 0 | 17,479 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 1,230 | 20,117 | SH | SOLE | 0 | 0 | 20,117 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 12,998 | 96,512 | SH | SOLE | 0 | 0 | 96,512 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 467 | 7,067 | SH | SOLE | 0 | 0 | 7,067 | ||
ISHARES TR | MIN VOL EAFE ETF | 46429B689 | 21,379 | 292,941 | SH | SOLE | 0 | 0 | 292,941 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 340 | 2,121 | SH | SOLE | 0 | 0 | 2,121 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 253 | 942 | SH | SOLE | 0 | 0 | 942 | ||
JOHNSON & JOHNSON | COM | 478160104 | 421 | 3,011 | SH | SOLE | 0 | 0 | 3,011 | ||
MCDONALDS CORP | COM | 580135101 | 1,826 | 10,612 | SH | SOLE | 0 | 0 | 10,612 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 226 | 2,456 | SH | SOLE | 0 | 0 | 2,456 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 514 | 1,926 | SH | SOLE | 0 | 0 | 1,926 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 1,892 | 20,025 | SH | SOLE | 0 | 0 | 20,025 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 397 | 4,868 | SH | SOLE | 0 | 0 | 4,868 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 15,605 | 100,821 | SH | SOLE | 0 | 0 | 100,821 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 51,601 | 375,960 | SH | SOLE | 0 | 0 | 375,960 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 321 | 2,874 | SH | SOLE | 0 | 0 | 2,874 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 8,130 | 61,230 | SH | SOLE | 0 | 0 | 61,230 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 1,746 | 23,505 | SH | SOLE | 0 | 0 | 23,505 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 675 | 14,708 | SH | SOLE | 0 | 0 | 14,708 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 4,580 | 102,091 | SH | SOLE | 0 | 0 | 102,091 |