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 | 514 | 4,545 | SH | SOLE | 1 | 0 | 0 | 4,545 | |
APPLE INC | COM | 037833100 | 542 | 3,923 | SH | SOLE | 1 | 0 | 0 | 3,923 | |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | 223 | 10,028 | SH | SOLE | 1 | 0 | 0 | 10,028 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 482 | 5,184 | SH | SOLE | 1 | 0 | 0 | 5,184 | |
GENUINE PARTS CO | COM | 372460105 | 232 | 1,554 | SH | SOLE | 1 | 0 | 0 | 1,554 | |
HOME DEPOT INC | COM | 437076102 | 621 | 2,250 | SH | SOLE | 1 | 0 | 0 | 2,250 | |
INVESCO EXCH TRADED FD TR II | GBL SRT TRM HY | 46138E669 | 213 | 11,221 | SH | SOLE | 1 | 0 | 0 | 11,221 | |
INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | 1,286 | 108,235 | SH | SOLE | 1 | 0 | 0 | 108,235 | |
INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 | 3,877 | 192,036 | SH | SOLE | 1 | 0 | 0 | 192,036 | |
INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 46138G870 | 2,306 | 105,276 | SH | SOLE | 1 | 0 | 0 | 105,276 | |
ISHARES INC | JP MRGN EM HI BD | 464286285 | 335 | 10,342 | SH | SOLE | 1 | 0 | 0 | 10,342 | |
ISHARES TR | 0-5YR HI YL CP | 46434V407 | 647 | 16,210 | SH | SOLE | 1 | 0 | 0 | 16,210 | |
ISHARES TR | BROAD USD HIGH | 46435U853 | 7,868 | 234,035 | SH | SOLE | 1 | 0 | 0 | 234,035 | |
ISHARES TR | CMBS ETF | 46429B366 | 286 | 6,248 | SH | SOLE | 1 | 0 | 0 | 6,248 | |
ISHARES TR | CONV BD ETF | 46435G102 | 1,697 | 24,636 | SH | SOLE | 1 | 0 | 0 | 24,636 | |
ISHARES TR | CRE U S REIT ETF | 464288521 | 1,913 | 40,280 | SH | SOLE | 1 | 0 | 0 | 40,280 | |
ISHARES TR | JPMORGAN USD EMG | 464288281 | 3,440 | 43,322 | SH | SOLE | 1 | 0 | 0 | 43,322 | |
ISHARES TR | MSCI USA MMENTM | 46432F396 | 333 | 2,536 | SH | SOLE | 1 | 0 | 0 | 2,536 | |
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | 725 | 14,456 | SH | SOLE | 1 | 0 | 0 | 14,456 | |
JOUNCE THERAPEUTICS INC | COM | 481116101 | 28 | 12,005 | SH | SOLE | 1 | 0 | 0 | 12,005 | |
LOWES COS INC | COM | 548661107 | 310 | 1,650 | SH | SOLE | 1 | 0 | 0 | 1,650 | |
SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | 2,605 | 93,879 | SH | SOLE | 1 | 0 | 0 | 93,879 | |
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 808524854 | 618 | 12,578 | SH | SOLE | 1 | 0 | 0 | 12,578 | |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 6,902 | 114,022 | SH | SOLE | 1 | 0 | 0 | 114,022 | |
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 6,004 | 158,839 | SH | SOLE | 1 | 0 | 0 | 158,839 | |
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 2,903 | 56,041 | SH | SOLE | 1 | 0 | 0 | 56,041 | |
SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 617 | 12,881 | SH | SOLE | 1 | 0 | 0 | 12,881 | |
SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | 205 | 2,849 | SH | SOLE | 1 | 0 | 0 | 2,849 | |
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 580 | 19,120 | SH | SOLE | 1 | 0 | 0 | 19,120 | |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 941 | 6,605 | SH | SOLE | 1 | 0 | 0 | 6,605 | |
SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | 256 | 3,839 | SH | SOLE | 1 | 0 | 0 | 3,839 | |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 915 | 7,555 | SH | SOLE | 1 | 0 | 0 | 7,555 | |
SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | 556 | 6,706 | SH | SOLE | 1 | 0 | 0 | 6,706 | |
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 2,134 | 17,963 | SH | SOLE | 1 | 0 | 0 | 17,963 | |
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 5,265 | 204,053 | SH | SOLE | 1 | 0 | 0 | 204,053 | |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 2,801 | 90,230 | SH | SOLE | 1 | 0 | 0 | 90,230 | |
SPDR SER TR | BBG CONV SEC ETF | 78464A359 | 846 | 13,368 | SH | SOLE | 1 | 0 | 0 | 13,368 | |
SPDR SER TR | BLOOMBERG INVT | 78468R200 | 383 | 12,628 | SH | SOLE | 1 | 0 | 0 | 12,628 | |
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 277 | 11,086 | SH | SOLE | 1 | 0 | 0 | 11,086 | |
SPDR SER TR | PORTFOLIO LN COR | 78464A367 | 1,914 | 88,013 | SH | SOLE | 1 | 0 | 0 | 88,013 | |
SPDR SER TR | PORTFOLIO LN TSR | 78464A664 | 1,117 | 37,687 | SH | SOLE | 1 | 0 | 0 | 37,687 | |
SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | 248 | 6,428 | SH | SOLE | 1 | 0 | 0 | 6,428 | |
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 407 | 9,684 | SH | SOLE | 1 | 0 | 0 | 9,684 | |
SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | 2,952 | 102,095 | SH | SOLE | 1 | 0 | 0 | 102,095 | |
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 11,494 | 229,415 | SH | SOLE | 1 | 0 | 0 | 229,415 | |
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 8,313 | 241,022 | SH | SOLE | 1 | 0 | 0 | 241,022 | |
TRUIST FINL CORP | COM | 89832Q109 | 283 | 6,494 | SH | SOLE | 1 | 0 | 0 | 6,494 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 282 | 558 | SH | SOLE | 1 | 0 | 0 | 558 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 851 | 3,978 | SH | SOLE | 1 | 0 | 0 | 3,978 | |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 221 | 2,807 | SH | SOLE | 1 | 0 | 0 | 2,807 | |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 627 | 8,281 | SH | SOLE | 1 | 0 | 0 | 8,281 | |
VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 | 3,515 | 47,995 | SH | SOLE | 1 | 0 | 0 | 47,995 | |
VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | 92206C847 | 1,901 | 30,207 | SH | SOLE | 1 | 0 | 0 | 30,207 | |
VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 | 3,970 | 88,038 | SH | SOLE | 1 | 0 | 0 | 88,038 | |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 3,968 | 68,663 | SH | SOLE | 1 | 0 | 0 | 68,663 | |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 6,384 | 85,948 | SH | SOLE | 1 | 0 | 0 | 85,948 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 313 | 2,319 | SH | SOLE | 1 | 0 | 0 | 2,319 | |
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 988 | 3,214 | SH | SOLE | 1 | 0 | 0 | 3,214 |