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 | 211 | 6,972 | SH | SOLE | 0 | 0 | 6,972 | ||
AMAZON COM INC | COM | 023135106 | 340 | 110 | SH | SOLE | 0 | 0 | 110 | ||
AMGEN INC | COM | 031162100 | 1,351 | 10,784 | SH | SOLE | 0 | 0 | 10,784 | ||
BK OF AMERICA CORP | COM | 060505104 | 409 | 10,564 | SH | SOLE | 0 | 0 | 10,564 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 249 | 976 | SH | SOLE | 0 | 0 | 976 | ||
BOEING CO | COM | 097023105 | 202 | 793 | SH | SOLE | 0 | 0 | 793 | ||
COCA COLA CO | COM | 191216100 | 2,427 | 46,037 | SH | SOLE | 0 | 0 | 46,037 | ||
FACEBOOK INC | CL A | 30303M102 | 412 | 1,399 | SH | SOLE | 0 | 0 | 1,399 | ||
HOME DEPOT INC | COM | 437076102 | 1,091 | 3,574 | SH | SOLE | 0 | 0 | 3,574 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 660 | 2,068 | SH | SOLE | 0 | 0 | 2,068 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | 2,542 | 14,413 | SH | SOLE | 0 | 0 | 14,413 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,458 | 9,860 | SH | SOLE | 0 | 0 | 9,860 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | 228 | 3,924 | SH | SOLE | 0 | 0 | 3,924 | ||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 440 | 6,964 | SH | SOLE | 0 | 0 | 6,964 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 1,158 | 6,441 | SH | SOLE | 0 | 0 | 6,441 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 1,692 | 13,480 | SH | SOLE | 0 | 0 | 13,480 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 514 | 1,291 | SH | SOLE | 0 | 0 | 1,291 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 29,361 | 258,305 | SH | SOLE | 0 | 0 | 258,305 | ||
ISHARES TR | NASDAQ BIOTECH | 464287556 | 242 | 1,607 | SH | SOLE | 0 | 0 | 1,607 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 905 | 5,973 | SH | SOLE | 0 | 0 | 5,973 | ||
ISHARES TR | CORE LT USDB ETF | 464289479 | 274 | 4,001 | SH | SOLE | 0 | 0 | 4,001 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 701 | 14,531 | SH | SOLE | 0 | 0 | 14,531 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 851 | 5,592 | SH | SOLE | 0 | 0 | 5,592 | ||
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 2,379 | 80,087 | SH | SOLE | 0 | 0 | 80,087 | ||
LATTICE STRATEGIES TR | HARTFRD EMRG ETF | 518416201 | 1,653 | 67,957 | SH | SOLE | 0 | 0 | 67,957 | ||
LATTICE STRATEGIES TR | HARTFORD US EQTY | 518416409 | 1,522 | 40,395 | SH | SOLE | 0 | 0 | 40,395 | ||
MCDONALDS CORP | COM | 580135101 | 408 | 1,822 | SH | SOLE | 0 | 0 | 1,822 | ||
MICROSOFT CORP | COM | 594918104 | 791 | 3,354 | SH | SOLE | 0 | 0 | 3,354 | ||
PEPSICO INC | COM | 713448108 | 614 | 4,343 | SH | SOLE | 0 | 0 | 4,343 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 727 | 1,834 | SH | SOLE | 0 | 0 | 1,834 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 272 | 1,701 | SH | SOLE | 0 | 0 | 1,701 | ||
SPDR INDEX SHS FDS | S&P INTL SMLCP | 78463X871 | 1,559 | 41,812 | SH | SOLE | 0 | 0 | 41,812 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 434 | 12,281 | SH | SOLE | 0 | 0 | 12,281 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 332 | 2,813 | SH | SOLE | 0 | 0 | 2,813 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 1,067 | 10,704 | SH | SOLE | 0 | 0 | 10,704 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,503 | 78,756 | SH | SOLE | 0 | 0 | 78,756 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 8,968 | 239,395 | SH | SOLE | 0 | 0 | 239,395 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 253 | 7,883 | SH | SOLE | 0 | 0 | 7,883 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,011 | 26,883 | SH | SOLE | 0 | 0 | 26,883 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 675 | 12,516 | SH | SOLE | 0 | 0 | 12,516 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 712 | 13,886 | SH | SOLE | 0 | 0 | 13,886 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 9,804 | 160,299 | SH | SOLE | 0 | 0 | 160,299 | ||
SONOCO PRODS CO | COM | 835495102 | 459 | 7,245 | SH | SOLE | 0 | 0 | 7,245 | ||
SOUTHERN CO | COM | 842587107 | 575 | 9,249 | SH | SOLE | 0 | 0 | 9,249 | ||
TJX COS INC NEW | COM | 872540109 | 213 | 3,215 | SH | SOLE | 0 | 0 | 3,215 | ||
TRUIST FINL CORP | COM | 89832Q109 | 425 | 7,295 | SH | SOLE | 0 | 0 | 7,295 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 686 | 6,985 | SH | SOLE | 0 | 0 | 6,985 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 938 | 10,570 | SH | SOLE | 0 | 0 | 10,570 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 1,563 | 19,013 | SH | SOLE | 0 | 0 | 19,013 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 2,554 | 30,143 | SH | SOLE | 0 | 0 | 30,143 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 6,064 | 132,691 | SH | SOLE | 0 | 0 | 132,691 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 307 | 3,037 | SH | SOLE | 0 | 0 | 3,037 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 2,642 | 46,251 | SH | SOLE | 0 | 0 | 46,251 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 623 | 5,506 | SH | SOLE | 0 | 0 | 5,506 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 9,638 | 185,163 | SH | SOLE | 0 | 0 | 185,163 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 211 | 3,435 | SH | SOLE | 0 | 0 | 3,435 | ||
VANGUARD SCOTTSDALE FDS | MORTG-BACK SEC | 92206C771 | 1,031 | 19,316 | SH | SOLE | 0 | 0 | 19,316 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 16,502 | 177,380 | SH | SOLE | 0 | 0 | 177,380 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,419 | 25,970 | SH | SOLE | 0 | 0 | 25,970 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 342 | 2,065 | SH | SOLE | 0 | 0 | 2,065 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 10,686 | 57,669 | SH | SOLE | 0 | 0 | 57,669 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,578 | 6,138 | SH | SOLE | 0 | 0 | 6,138 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,787 | 13,592 | SH | SOLE | 0 | 0 | 13,592 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 8,192 | 38,619 | SH | SOLE | 0 | 0 | 38,619 | ||
WALMART INC | COM | 931142103 | 444 | 3,271 | SH | SOLE | 0 | 0 | 3,271 | ||
YUM BRANDS INC | COM | 988498101 | 287 | 2,656 | SH | SOLE | 0 | 0 | 2,656 |