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 |
PFIZER INC | COM | 717081103 | 389 | 9,239 | SH | SOLE | 9,239 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 512 | 1,961 | SH | SOLE | 1,961 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 217 | 3,162 | SH | SOLE | 3,162 | 0 | 0 | ||
ISHARES TR | MIN VOL USA ETF | 46429B697 | 912 | 17,064 | SH | SOLE | 17,064 | 0 | 0 | ||
AMETEK INC NEW | COM | 031100100 | 440 | 6,256 | SH | SOLE | 6,256 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 72 | 43 | SH | SOLE | 43 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,059 | 6,832 | SH | SOLE | 6,832 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 256 | 2,799 | SH | SOLE | 2,799 | 0 | 0 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 9,561 | 175,655 | SH | SOLE | 175,655 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 289 | 820 | SH | SOLE | 820 | 0 | 0 | ||
CAMBRIDGE BANCORP | COM | 132152109 | 241 | 3,204 | SH | SOLE | 3,204 | 0 | 0 | ||
ISHARES TR | RUSEL 2500 ETF | 46435G268 | 3,569 | 86,877 | SH | SOLE | 86,877 | 0 | 0 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 1,439 | 12,412 | SH | SOLE | 12,412 | 0 | 0 | ||
ISHARES TR | RUSSELL 3000 ETF | 464287689 | 14,595 | 94,789 | SH | SOLE | 94,789 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 355 | 4,951 | SH | SOLE | 4,951 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 115 | 1,119 | SH | SOLE | 1,119 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 119 | 600 | SH | SOLE | 600 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 481 | 3,291 | SH | SOLE | 3,291 | 0 | 0 | ||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 283 | 3,498 | SH | SOLE | 3,498 | 0 | 0 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | 661 | 11,099 | SH | SOLE | 11,099 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 33,658 | 251,521 | SH | SOLE | 251,521 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 304 | 2,854 | SH | SOLE | 2,854 | 0 | 0 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 1,305 | 14,108 | SH | SOLE | 14,108 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 209 | 1,720 | SH | SOLE | 1,720 | 0 | 0 | ||
ISHARES INC | MIN VOL EMRG MKT | 464286533 | 330 | 5,730 | SH | SOLE | 5,730 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 220 | 2,191 | SH | SOLE | 2,191 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE PACIFIC ETF | 922042866 | 1,624 | 25,502 | SH | SOLE | 25,502 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 212 | 2,014 | SH | SOLE | 2,014 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 11,648 | 84,991 | SH | SOLE | 84,991 | 0 | 0 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 390 | 6,804 | SH | SOLE | 6,804 | 0 | 0 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 516 | 3,556 | SH | SOLE | 3,556 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 235 | 3,148 | SH | SOLE | 3,148 | 0 | 0 | ||
ISHARES TR | MIN VOL EAFE ETF | 46429B689 | 37,896 | 552,823 | SH | SOLE | 552,823 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 1,904 | 10,615 | SH | SOLE | 10,615 | 0 | 0 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 14,235 | 366,689 | SH | SOLE | 366,689 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 145 | 133 | SH | SOLE | 133 | 0 | 0 | ||
HELIOS & MATHESON ANALYTICS | COM PAR | 42327L309 | 0 | 14,590 | SH | SOLE | 14,590 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 252 | 6,287 | SH | SOLE | 6,287 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 1,005 | 16,408 | SH | SOLE | 16,408 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 506 | 1,925 | SH | SOLE | 1,925 | 0 | 0 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 3,150 | 25,677 | SH | SOLE | 25,677 | 0 | 0 | ||
AQUA AMERICA INC | COM | 03836W103 | 276 | 8,136 | SH | SOLE | 8,136 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 505 | 3,942 | SH | SOLE | 3,942 | 0 | 0 |