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 |
AT&T INC | COM | 00206R102 | 200 | 6,970 | SH | SOLE | 0 | 0 | 6,970 | ||
AMAZON COM INC | COM | 023135106 | 358 | 110 | SH | SOLE | 0 | 0 | 110 | ||
APPLE INC | COM | 037833100 | 1,368 | 10,311 | SH | SOLE | 0 | 0 | 10,311 | ||
BK OF AMERICA CORP | COM | 060505104 | 320 | 10,564 | SH | SOLE | 0 | 0 | 10,564 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 226 | 976 | SH | SOLE | 0 | 0 | 976 | ||
COCA COLA CO | COM | 191216100 | 2,547 | 46,443 | SH | SOLE | 0 | 0 | 46,443 | ||
FACEBOOK INC | CL A | 30303M102 | 382 | 1,399 | SH | SOLE | 0 | 0 | 1,399 | ||
HOME DEPOT INC | COM | 437076102 | 780 | 2,938 | SH | SOLE | 0 | 0 | 2,938 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 648 | 2,066 | SH | SOLE | 0 | 0 | 2,066 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | 2,399 | 15,895 | SH | SOLE | 0 | 0 | 15,895 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,315 | 10,119 | SH | SOLE | 0 | 0 | 10,119 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | 221 | 3,924 | SH | SOLE | 0 | 0 | 3,924 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 1,106 | 6,441 | SH | SOLE | 0 | 0 | 6,441 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 1,756 | 13,759 | SH | SOLE | 0 | 0 | 13,759 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 485 | 1,291 | SH | SOLE | 0 | 0 | 1,291 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 25,782 | 218,565 | SH | SOLE | 0 | 0 | 218,565 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 265 | 1,749 | SH | SOLE | 0 | 0 | 1,749 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 903 | 6,193 | SH | SOLE | 0 | 0 | 6,193 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 651 | 14,531 | SH | SOLE | 0 | 0 | 14,531 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 710 | 5,591 | SH | SOLE | 0 | 0 | 5,591 | ||
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 2,267 | 80,091 | SH | SOLE | 0 | 0 | 80,091 | ||
LATTICE STRATEGIES TR | HARTFRD EMRG ETF | 518416201 | 1,564 | 68,197 | SH | SOLE | 0 | 0 | 68,197 | ||
LATTICE STRATEGIES TR | HARTFORD US EQTY | 518416409 | 1,358 | 38,684 | SH | SOLE | 0 | 0 | 38,684 | ||
MCDONALDS CORP | COM | 580135101 | 389 | 1,813 | SH | SOLE | 0 | 0 | 1,813 | ||
MICROSOFT CORP | COM | 594918104 | 797 | 3,583 | SH | SOLE | 0 | 0 | 3,583 | ||
PEPSICO INC | COM | 713448108 | 644 | 4,343 | SH | SOLE | 0 | 0 | 4,343 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 520 | 1,392 | SH | SOLE | 0 | 0 | 1,392 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 303 | 1,701 | SH | SOLE | 0 | 0 | 1,701 | ||
SPDR INDEX SHS FDS | S&P INTL SMLCP | 78463X871 | 1,550 | 43,871 | SH | SOLE | 0 | 0 | 43,871 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 379 | 11,218 | SH | SOLE | 0 | 0 | 11,218 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 298 | 2,813 | SH | SOLE | 0 | 0 | 2,813 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 228 | 2,507 | SH | SOLE | 0 | 0 | 2,507 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 1,110 | 12,477 | SH | SOLE | 0 | 0 | 12,477 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,480 | 80,923 | SH | SOLE | 0 | 0 | 80,923 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 8,057 | 231,650 | SH | SOLE | 0 | 0 | 231,650 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 984 | 27,335 | SH | SOLE | 0 | 0 | 27,335 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 762 | 13,596 | SH | SOLE | 0 | 0 | 13,596 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 760 | 14,796 | SH | SOLE | 0 | 0 | 14,796 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 8,932 | 143,872 | SH | SOLE | 0 | 0 | 143,872 | ||
SONOCO PRODS CO | COM | 835495102 | 429 | 7,245 | SH | SOLE | 0 | 0 | 7,245 | ||
SOUTHERN CO | COM | 842587107 | 566 | 9,212 | SH | SOLE | 0 | 0 | 9,212 | ||
TJX COS INC NEW | COM | 872540109 | 220 | 3,215 | SH | SOLE | 0 | 0 | 3,215 | ||
TRUIST FINL CORP | COM | 89832Q109 | 350 | 7,295 | SH | SOLE | 0 | 0 | 7,295 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 1,034 | 9,427 | SH | SOLE | 0 | 0 | 9,427 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 969 | 10,431 | SH | SOLE | 0 | 0 | 10,431 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 1,564 | 18,867 | SH | SOLE | 0 | 0 | 18,867 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 2,758 | 31,276 | SH | SOLE | 0 | 0 | 31,276 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 5,685 | 129,622 | SH | SOLE | 0 | 0 | 129,622 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 278 | 3,037 | SH | SOLE | 0 | 0 | 3,037 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 2,799 | 47,808 | SH | SOLE | 0 | 0 | 47,808 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 446 | 4,310 | SH | SOLE | 0 | 0 | 4,310 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 8,997 | 179,549 | SH | SOLE | 0 | 0 | 179,549 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 397 | 6,440 | SH | SOLE | 0 | 0 | 6,440 | ||
VANGUARD SCOTTSDALE FDS | MORTG-BACK SEC | 92206C771 | 867 | 16,037 | SH | SOLE | 0 | 0 | 16,037 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 15,505 | 159,620 | SH | SOLE | 0 | 0 | 159,620 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,433 | 25,970 | SH | SOLE | 0 | 0 | 25,970 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 9,085 | 51,696 | SH | SOLE | 0 | 0 | 51,696 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,564 | 6,175 | SH | SOLE | 0 | 0 | 6,175 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,317 | 11,073 | SH | SOLE | 0 | 0 | 11,073 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 7,784 | 40,336 | SH | SOLE | 0 | 0 | 40,336 | ||
WALMART INC | COM | 931142103 | 471 | 3,271 | SH | SOLE | 0 | 0 | 3,271 | ||
YUM BRANDS INC | COM | 988498101 | 288 | 2,656 | SH | SOLE | 0 | 0 | 2,656 |