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 |
3M CO | COM | 88579Y101 | 5,698 | 44,032 | SH | SOLE | 0 | 0 | 0 | 44,032 | |
ABBOTT LABS | COM | 002824100 | 13,021 | 119,840 | SH | SOLE | 0 | 0 | 0 | 119,840 | |
ABBVIE INC | COM | 00287Y109 | 14,255 | 93,070 | SH | SOLE | 0 | 0 | 0 | 93,070 | |
ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 00326A104 | 225 | 13,000 | SH | SOLE | 0 | 0 | 0 | 13,000 | |
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 24,385 | 87,827 | SH | SOLE | 0 | 0 | 0 | 87,827 | |
ACTIVISION BLIZZARD INC | COM | 00507V109 | 3,323 | 42,685 | SH | SOLE | 0 | 0 | 0 | 42,685 | |
ALBEMARLE CORP | COM | 012653101 | 1,830 | 8,755 | SH | SOLE | 0 | 0 | 0 | 8,755 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 13,086 | 6,005 | SH | SOLE | 0 | 0 | 0 | 6,005 | |
AMAZON COM INC | COM | 023135106 | 11,971 | 112,715 | SH | SOLE | 0 | 0 | 0 | 112,715 | |
AMERICAN EXPRESS CO | COM | 025816109 | 222 | 1,600 | SH | SOLE | 0 | 0 | 0 | 1,600 | |
AMERICAN WTR WKS CO INC NEW | COM | 030420103 | 18,608 | 125,077 | SH | SOLE | 0 | 0 | 0 | 125,077 | |
AMERIPRISE FINL INC | COM | 03076C106 | 4,010 | 16,870 | SH | SOLE | 0 | 0 | 0 | 16,870 | |
AMGEN INC | COM | 031162100 | 7,672 | 31,533 | SH | SOLE | 0 | 0 | 0 | 31,533 | |
APPLE INC | COM | 037833100 | 1,585 | 11,591 | SH | SOLE | 0 | 0 | 0 | 11,591 | |
ATMOS ENERGY CORP | COM | 049560105 | 1,289 | 11,500 | SH | SOLE | 0 | 0 | 0 | 11,500 | |
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 739 | 3,516 | SH | SOLE | 0 | 0 | 0 | 3,516 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 6,750 | 24,722 | SH | SOLE | 0 | 0 | 0 | 24,722 | |
BLACKROCK INC | COM | 09247X101 | 12,570 | 20,639 | SH | SOLE | 0 | 0 | 0 | 20,639 | |
BROWN FORMAN CORP | CL B | 115637209 | 4,458 | 63,535 | SH | SOLE | 0 | 0 | 0 | 63,535 | |
CHUBB LIMITED | COM | H1467J104 | 8,203 | 41,730 | SH | SOLE | 0 | 0 | 0 | 41,730 | |
CHURCH & DWIGHT CO INC | COM | 171340102 | 19,405 | 209,423 | SH | SOLE | 0 | 0 | 0 | 209,423 | |
CINTAS CORP | COM | 172908105 | 17,735 | 47,479 | SH | SOLE | 0 | 0 | 0 | 47,479 | |
COCA COLA CO | COM | 191216100 | 23,285 | 370,137 | SH | SOLE | 0 | 0 | 0 | 370,137 | |
COLGATE PALMOLIVE CO | COM | 194162103 | 214 | 2,670 | SH | SOLE | 0 | 0 | 0 | 2,670 | |
CORTEVA INC | COM | 22052L104 | 899 | 16,600 | SH | SOLE | 0 | 0 | 0 | 16,600 | |
COSTCO WHSL CORP NEW | COM | 22160K105 | 29,829 | 62,238 | SH | SOLE | 0 | 0 | 0 | 62,238 | |
DEERE & CO | COM | 244199105 | 4,913 | 16,407 | SH | SOLE | 0 | 0 | 0 | 16,407 | |
DISNEY WALT CO | COM | 254687106 | 5,520 | 58,479 | SH | SOLE | 0 | 0 | 0 | 58,479 | |
DOVER CORP | COM | 260003108 | 12,091 | 99,660 | SH | SOLE | 0 | 0 | 0 | 99,660 | |
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 335 | 3,121 | SH | SOLE | 0 | 0 | 0 | 3,121 | |
DYCOM INDS INC | COM | 267475101 | 2,936 | 31,560 | SH | SOLE | 0 | 0 | 0 | 31,560 | |
EMERSON ELEC CO | COM | 291011104 | 557 | 7,000 | SH | SOLE | 0 | 0 | 0 | 7,000 | |
EVOQUA WATER TECHNOLOGIES CO | COM | 30057T105 | 1,014 | 31,200 | SH | SOLE | 0 | 0 | 0 | 31,200 | |
FEDEX CORP | COM | 31428X106 | 1,797 | 7,926 | SH | SOLE | 0 | 0 | 0 | 7,926 | |
FIRST CMNTY CORP S C | COM | 319835104 | 558 | 29,100 | SH | SOLE | 0 | 0 | 0 | 29,100 | |
FOCUS FINL PARTNERS INC | COM CL A | 34417P100 | 4,912 | 144,210 | SH | SOLE | 0 | 0 | 0 | 144,210 | |
GENUINE PARTS CO | COM | 372460105 | 426 | 3,200 | SH | SOLE | 0 | 0 | 0 | 3,200 | |
HERSHEY CO | COM | 427866108 | 1,958 | 9,100 | SH | SOLE | 0 | 0 | 0 | 9,100 | |
HOME DEPOT INC | COM | 437076102 | 4,319 | 15,748 | SH | SOLE | 0 | 0 | 0 | 15,748 | |
HONEYWELL INTL INC | COM | 438516106 | 294 | 1,692 | SH | SOLE | 0 | 0 | 0 | 1,692 | |
INTEL CORP | COM | 458140100 | 348 | 9,300 | SH | SOLE | 0 | 0 | 0 | 9,300 | |
INTUIT | COM | 461202103 | 27,690 | 71,841 | SH | SOLE | 0 | 0 | 0 | 71,841 | |
ISHARES TR | SELECT DIVID ETF | 464287168 | 10,400 | 88,380 | SH | SOLE | 0 | 0 | 0 | 88,380 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 376 | 993 | SH | SOLE | 0 | 0 | 0 | 993 | |
ISHARES TR | DOW JONES US ETF | 464287846 | 2,300 | 24,900 | SH | SOLE | 0 | 0 | 0 | 24,900 | |
JOHNSON & JOHNSON | COM | 478160104 | 25,117 | 141,496 | SH | SOLE | 0 | 0 | 0 | 141,496 | |
KIMBERLY-CLARK CORP | COM | 494368103 | 3,065 | 22,677 | SH | SOLE | 0 | 0 | 0 | 22,677 | |
MARRIOTT INTL INC NEW | CL A | 571903202 | 16,138 | 118,655 | SH | SOLE | 0 | 0 | 0 | 118,655 | |
MCDONALDS CORP | COM | 580135101 | 2,418 | 9,793 | SH | SOLE | 0 | 0 | 0 | 9,793 | |
MERCK & CO INC | COM | 58933Y105 | 6,275 | 68,823 | SH | SOLE | 0 | 0 | 0 | 68,823 | |
MICROSOFT CORP | COM | 594918104 | 52,700 | 205,193 | SH | SOLE | 0 | 0 | 0 | 205,193 | |
MID-AMER APT CMNTYS INC | COM | 59522J103 | 2,729 | 15,625 | SH | SOLE | 0 | 0 | 0 | 15,625 | |
NEXTERA ENERGY INC | COM | 65339F101 | 10,642 | 137,390 | SH | SOLE | 0 | 0 | 0 | 137,390 | |
NVIDIA CORPORATION | COM | 67066G104 | 1,553 | 10,246 | SH | SOLE | 0 | 0 | 0 | 10,246 | |
PAYCHEX INC | COM | 704326107 | 17,874 | 156,965 | SH | SOLE | 0 | 0 | 0 | 156,965 | |
PEPSICO INC | COM | 713448108 | 1,836 | 11,014 | SH | SOLE | 0 | 0 | 0 | 11,014 | |
PFIZER INC | COM | 717081103 | 8,317 | 158,631 | SH | SOLE | 0 | 0 | 0 | 158,631 | |
PRICE T ROWE GROUP INC | COM | 74144T108 | 6,274 | 55,220 | SH | SOLE | 0 | 0 | 0 | 55,220 | |
PROCTER AND GAMBLE CO | COM | 742718109 | 6,296 | 43,784 | SH | SOLE | 0 | 0 | 0 | 43,784 | |
ROYAL GOLD INC | COM | 780287108 | 267 | 2,500 | SH | SOLE | 0 | 0 | 0 | 2,500 | |
SCHWAB CHARLES CORP | COM | 808513105 | 9,533 | 150,888 | SH | SOLE | 0 | 0 | 0 | 150,888 | |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 11,285 | 179,895 | SH | SOLE | 0 | 0 | 0 | 179,895 | |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 105,299 | 1,470,034 | SH | SOLE | 0 | 0 | 0 | 1,470,034 | |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 39,885 | 902,591 | SH | SOLE | 0 | 0 | 0 | 902,591 | |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 4,047 | 128,665 | SH | SOLE | 0 | 0 | 0 | 128,665 | |
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 1,947 | 49,929 | SH | SOLE | 0 | 0 | 0 | 49,929 | |
SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | 1,012 | 18,640 | SH | SOLE | 0 | 0 | 0 | 18,640 | |
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 587 | 18,670 | SH | SOLE | 0 | 0 | 0 | 18,670 | |
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 19,586 | 154,071 | SH | SOLE | 0 | 0 | 0 | 154,071 | |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 5,451 | 42,505 | SH | SOLE | 0 | 0 | 0 | 42,505 | |
SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | 1,025 | 7,458 | SH | SOLE | 0 | 0 | 0 | 7,458 | |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | 203 | 2,900 | SH | SOLE | 0 | 0 | 0 | 2,900 | |
SHELL PLC | SPON ADS | 780259305 | 314 | 6,000 | SH | SOLE | 0 | 0 | 0 | 6,000 | |
SHERWIN WILLIAMS CO | COM | 824348106 | 7,497 | 33,484 | SH | SOLE | 0 | 0 | 0 | 33,484 | |
SOUTHERN CO | COM | 842587107 | 1,183 | 16,593 | SH | SOLE | 0 | 0 | 0 | 16,593 | |
SOUTHSTATE CORPORATION | COM | 840441109 | 309 | 4,000 | SH | SOLE | 0 | 0 | 0 | 4,000 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 3,669 | 9,726 | SH | SOLE | 0 | 0 | 0 | 9,726 | |
STARBUCKS CORP | COM | 855244109 | 1,197 | 15,670 | SH | SOLE | 0 | 0 | 0 | 15,670 | |
TESLA INC | COM | 88160R101 | 222 | 330 | SH | SOLE | 0 | 0 | 0 | 330 | |
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 5,239 | 9,644 | SH | SOLE | 0 | 0 | 0 | 9,644 | |
TJX COS INC NEW | COM | 872540109 | 1,630 | 29,179 | SH | SOLE | 0 | 0 | 0 | 29,179 | |
TRX GOLD CORPORATION | COM | 87283P109 | 11 | 30,000 | SH | SOLE | 0 | 0 | 0 | 30,000 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 1,194 | 2,325 | SH | SOLE | 0 | 0 | 0 | 2,325 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 567 | 3,008 | SH | SOLE | 0 | 0 | 0 | 3,008 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,185 | 3,416 | SH | SOLE | 0 | 0 | 0 | 3,416 | |
VANGUARD WORLD FDS | INDUSTRIAL ETF | 92204A603 | 634 | 3,880 | SH | SOLE | 0 | 0 | 0 | 3,880 | |
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 2,153 | 42,425 | SH | SOLE | 0 | 0 | 0 | 42,425 | |
WALMART INC | COM | 931142103 | 12,903 | 106,128 | SH | SOLE | 0 | 0 | 0 | 106,128 | |
WASTE MGMT INC DEL | COM | 94106L109 | 4,212 | 27,535 | SH | SOLE | 0 | 0 | 0 | 27,535 |