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 |
AMAZON COM INC | COM | 023135106 | 313 | 94 | SH | SOLE | 0 | 0 | 94 | ||
AMERIS BANCORP | COM | 03076K108 | 1,145 | 23,043 | SH | SOLE | 0 | 0 | 23,043 | ||
APPLE INC | COM | 037833100 | 2,496 | 14,057 | SH | SOLE | 0 | 0 | 14,057 | ||
BK OF AMERICA CORP | COM | 060505104 | 389 | 8,741 | SH | SOLE | 0 | 0 | 8,741 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 338 | 1,130 | SH | SOLE | 0 | 0 | 1,130 | ||
CISCO SYS INC | COM | 17275R102 | 242 | 3,826 | SH | SOLE | 0 | 0 | 3,826 | ||
COCA COLA CO | COM | 191216100 | 2,845 | 48,050 | SH | SOLE | 0 | 0 | 48,050 | ||
EXXON MOBIL CORP | COM | 30231G102 | 225 | 3,671 | SH | SOLE | 0 | 0 | 3,671 | ||
HOME DEPOT INC | COM | 437076102 | 1,147 | 2,764 | SH | SOLE | 0 | 0 | 2,764 | ||
ILLINOIS TOOL WKS INC | COM | 452308109 | 202 | 818 | SH | SOLE | 0 | 0 | 818 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 692 | 1,738 | SH | SOLE | 0 | 0 | 1,738 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | 1,976 | 10,308 | SH | SOLE | 0 | 0 | 10,308 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,399 | 8,394 | SH | SOLE | 0 | 0 | 8,394 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 1,993 | 15,424 | SH | SOLE | 0 | 0 | 15,424 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 624 | 1,309 | SH | SOLE | 0 | 0 | 1,309 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 32,779 | 287,640 | SH | SOLE | 0 | 0 | 287,640 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 238 | 842 | SH | SOLE | 0 | 0 | 842 | ||
ISHARES TR | ISHARES BIOTECH | 464287556 | 246 | 1,610 | SH | SOLE | 0 | 0 | 1,610 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 853 | 5,152 | SH | SOLE | 0 | 0 | 5,152 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | 1,731 | 28,554 | SH | SOLE | 0 | 0 | 28,554 | ||
ISHARES TR | CORE INTL AGGR | 46435G672 | 206 | 3,773 | SH | SOLE | 0 | 0 | 3,773 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 515 | 3,255 | SH | SOLE | 0 | 0 | 3,255 | ||
JOHNSON & JOHNSON | COM | 478160104 | 402 | 2,347 | SH | SOLE | 0 | 0 | 2,347 | ||
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 2,130 | 70,757 | SH | SOLE | 0 | 0 | 70,757 | ||
LATTICE STRATEGIES TR | HARTFRD EMRG ETF | 518416201 | 1,319 | 54,818 | SH | SOLE | 0 | 0 | 54,818 | ||
LATTICE STRATEGIES TR | HARTFORD US EQTY | 518416409 | 1,395 | 31,697 | SH | SOLE | 0 | 0 | 31,697 | ||
MCDONALDS CORP | COM | 580135101 | 515 | 1,922 | SH | SOLE | 0 | 0 | 1,922 | ||
MICROSOFT CORP | COM | 594918104 | 674 | 2,003 | SH | SOLE | 0 | 0 | 2,003 | ||
MID-AMER APT CMNTYS INC | COM | 59522J103 | 244 | 1,064 | SH | SOLE | 0 | 0 | 1,064 | ||
NUCOR CORP | COM | 670346105 | 336 | 2,940 | SH | SOLE | 0 | 0 | 2,940 | ||
PEPSICO INC | COM | 713448108 | 353 | 2,030 | SH | SOLE | 0 | 0 | 2,030 | ||
PFIZER INC | COM | 717081103 | 304 | 5,151 | SH | SOLE | 0 | 0 | 5,151 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 273 | 1,669 | SH | SOLE | 0 | 0 | 1,669 | ||
QUALCOMM INC | COM | 747525103 | 200 | 1,094 | SH | SOLE | 0 | 0 | 1,094 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,254 | 2,641 | SH | SOLE | 0 | 0 | 2,641 | ||
SPDR INDEX SHS FDS | S&P INTL SMLCP | 78463X871 | 1,281 | 33,998 | SH | SOLE | 0 | 0 | 33,998 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 387 | 10,602 | SH | SOLE | 0 | 0 | 10,602 | ||
SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | 233 | 7,656 | SH | SOLE | 0 | 0 | 7,656 | ||
SPDR SER TR | MSCI USA STRTGIC | 78468R812 | 1,367 | 10,467 | SH | SOLE | 0 | 0 | 10,467 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 292 | 2,562 | SH | SOLE | 0 | 0 | 2,562 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 940 | 9,183 | SH | SOLE | 0 | 0 | 9,183 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,099 | 70,859 | SH | SOLE | 0 | 0 | 70,859 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 9,067 | 242,485 | SH | SOLE | 0 | 0 | 242,485 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 862 | 22,186 | SH | SOLE | 0 | 0 | 22,186 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 615 | 11,404 | SH | SOLE | 0 | 0 | 11,404 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 912 | 17,933 | SH | SOLE | 0 | 0 | 17,933 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 12,009 | 190,953 | SH | SOLE | 0 | 0 | 190,953 | ||
SONOCO PRODS CO | COM | 835495102 | 419 | 7,245 | SH | SOLE | 0 | 0 | 7,245 | ||
SOUTHERN CO | COM | 842587107 | 297 | 4,337 | SH | SOLE | 0 | 0 | 4,337 | ||
TRUIST FINL CORP | COM | 89832Q109 | 427 | 7,295 | SH | SOLE | 0 | 0 | 7,295 | ||
UNIFIED SER TR | BALLAST SMLMD CP | 90470L550 | 938 | 25,011 | SH | SOLE | 0 | 0 | 25,011 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 208 | 971 | SH | SOLE | 0 | 0 | 971 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 923 | 8,965 | SH | SOLE | 0 | 0 | 8,965 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 889 | 10,150 | SH | SOLE | 0 | 0 | 10,150 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 1,352 | 16,721 | SH | SOLE | 0 | 0 | 16,721 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 2,542 | 29,989 | SH | SOLE | 0 | 0 | 29,989 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 7,097 | 148,192 | SH | SOLE | 0 | 0 | 148,192 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 1,836 | 33,290 | SH | SOLE | 0 | 0 | 33,290 | ||
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | 638 | 5,411 | SH | SOLE | 0 | 0 | 5,411 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 8,631 | 174,510 | SH | SOLE | 0 | 0 | 174,510 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 209 | 3,435 | SH | SOLE | 0 | 0 | 3,435 | ||
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | 1,161 | 21,968 | SH | SOLE | 0 | 0 | 21,968 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 3,979 | 42,898 | SH | SOLE | 0 | 0 | 42,898 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 320 | 5,830 | SH | SOLE | 0 | 0 | 5,830 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 205 | 470 | SH | SOLE | 0 | 0 | 470 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 203 | 1,133 | SH | SOLE | 0 | 0 | 1,133 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 12,092 | 54,710 | SH | SOLE | 0 | 0 | 54,710 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,899 | 5,916 | SH | SOLE | 0 | 0 | 5,916 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 1,953 | 13,278 | SH | SOLE | 0 | 0 | 13,278 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 8,274 | 36,962 | SH | SOLE | 0 | 0 | 36,962 | ||
WALMART INC | COM | 931142103 | 511 | 3,531 | SH | SOLE | 0 | 0 | 3,531 |