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 |
ABBOTT LABS | COM | 002824100 | 1,156 | 9,636 | SH | SOLE | 0 | 0 | 9,636 | ||
ABBVIE INC | COM | 00287Y109 | 242 | 1,430 | SH | SOLE | 0 | 0 | 1,430 | ||
ADOBE SYSTEMS INCORPORATED | COM | 00724F101 | 12,533 | 28,207 | SH | SOLE | 0 | 0 | 28,207 | ||
AGNC INVT CORP | COM | 00123Q104 | 335 | 26,597 | SH | SOLE | 0 | 0 | 26,597 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 14,652 | 5,365 | SH | SOLE | 0 | 0 | 5,365 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 834 | 304 | SH | SOLE | 0 | 0 | 304 | ||
AMAZON COM INC | COM | 023135106 | 16,025 | 5,047 | SH | SOLE | 0 | 0 | 5,047 | ||
AMERICAN ELEC PWR CO INC | COM | 025537101 | 7,269 | 69,570 | SH | SOLE | 0 | 0 | 69,570 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 15,820 | 58,895 | SH | SOLE | 0 | 0 | 58,895 | ||
AMGEN INC | COM | 031162100 | 11,647 | 46,600 | SH | SOLE | 0 | 0 | 46,600 | ||
ANAVEX LIFE SCIENCES CORP | COM NEW | 032797300 | 252 | 20,511 | SH | SOLE | 0 | 0 | 20,511 | ||
APPLE INC | COM | 037833100 | 3,044 | 17,717 | SH | SOLE | 0 | 0 | 17,717 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 201 | 320 | SH | SOLE | 0 | 0 | 320 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 264 | 3,825 | SH | SOLE | 0 | 0 | 3,825 | ||
ATLANTIC AMERN CORP | COM | 048209100 | 104 | 31,000 | SH | SOLE | 0 | 0 | 31,000 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,214 | 3,523 | SH | SOLE | 0 | 0 | 3,523 | ||
BJS WHSL CLUB HLDGS INC | COM | 05550J101 | 5,399 | 79,404 | SH | SOLE | 0 | 0 | 79,404 | ||
BK OF AMERICA CORP | COM | 060505104 | 666 | 16,768 | SH | SOLE | 0 | 0 | 16,768 | ||
BLACKROCK INC | COM | 09247X101 | 8,425 | 11,305 | SH | SOLE | 0 | 0 | 11,305 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 12,740 | 5,733 | SH | SOLE | 0 | 0 | 5,733 | ||
BOSTON SCIENTIFIC CORP | COM | 101137107 | 8,218 | 184,347 | SH | SOLE | 0 | 0 | 184,347 | ||
BROADCOM INC | COM | 11135F101 | 11,247 | 18,683 | SH | SOLE | 0 | 0 | 18,683 | ||
CHEVRON CORP NEW | COM | 166764100 | 203 | 1,234 | SH | SOLE | 0 | 0 | 1,234 | ||
CIGNA CORP NEW | COM | 125523100 | 7,405 | 29,665 | SH | SOLE | 0 | 0 | 29,665 | ||
CISCO SYS INC | COM | 17275R102 | 7,772 | 142,954 | SH | SOLE | 0 | 0 | 142,954 | ||
COCA COLA CO | COM | 191216100 | 283 | 4,489 | SH | SOLE | 0 | 0 | 4,489 | ||
COGNEX CORP | COM | 192422103 | 15,065 | 198,535 | SH | SOLE | 0 | 0 | 198,535 | ||
COMCAST CORP NEW | CL A | 20030N101 | 6,589 | 138,047 | SH | SOLE | 0 | 0 | 138,047 | ||
COSTAR GROUP INC | COM | 22160N109 | 6,302 | 96,312 | SH | SOLE | 0 | 0 | 96,312 | ||
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 203 | 958 | SH | SOLE | 0 | 0 | 958 | ||
DISNEY WALT CO | COM | 254687106 | 261 | 1,967 | SH | SOLE | 0 | 0 | 1,967 | ||
DOMINION ENERGY INC | COM | 25746U109 | 4,486 | 51,072 | SH | SOLE | 0 | 0 | 51,072 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 369 | 3,205 | SH | SOLE | 0 | 0 | 3,205 | ||
ELECTRONIC ARTS INC | COM | 285512109 | 6,836 | 54,756 | SH | SOLE | 0 | 0 | 54,756 | ||
EMERSON ELEC CO | COM | 291011104 | 3,792 | 39,428 | SH | SOLE | 0 | 0 | 39,428 | ||
ENBRIDGE INC | COM | 29250N105 | 4,358 | 93,649 | SH | SOLE | 0 | 0 | 93,649 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 177 | 15,954 | SH | SOLE | 0 | 0 | 15,954 | ||
EOG RES INC | COM | 26875P101 | 214 | 1,807 | SH | SOLE | 0 | 0 | 1,807 | ||
EXXON MOBIL CORP | COM | 30231G102 | 263 | 3,138 | SH | SOLE | 0 | 0 | 3,138 | ||
FACEBOOK INC | CL A | 30303M102 | 14,468 | 64,793 | SH | SOLE | 0 | 0 | 64,793 | ||
FREEPORT-MCMORAN INC | CL B | 35671D857 | 5,188 | 107,953 | SH | SOLE | 0 | 0 | 107,953 | ||
GARMIN LTD | SHS | H2906T109 | 7,604 | 66,539 | SH | SOLE | 0 | 0 | 66,539 | ||
GENERAL MLS INC | COM | 370334104 | 3,536 | 50,717 | SH | SOLE | 0 | 0 | 50,717 | ||
GENUINE PARTS CO | COM | 372460105 | 10,686 | 83,740 | SH | SOLE | 0 | 0 | 83,740 | ||
GLAXOSMITHKLINE PLC | SPONSORED ADR | 37733W105 | 5,259 | 115,026 | SH | SOLE | 0 | 0 | 115,026 | ||
HALLIBURTON CO | COM | 406216101 | 6,355 | 170,154 | SH | SOLE | 0 | 0 | 170,154 | ||
HDFC BANK LTD | SPONSORED ADS | 40415F101 | 211 | 3,352 | SH | SOLE | 0 | 0 | 3,352 | ||
HOME DEPOT INC | COM | 437076102 | 811 | 2,715 | SH | SOLE | 0 | 0 | 2,715 | ||
HUBBELL INC | COM | 443510607 | 740 | 4,048 | SH | SOLE | 0 | 0 | 4,048 | ||
ILLUMINA INC | COM | 452327109 | 14,369 | 40,078 | SH | SOLE | 0 | 0 | 40,078 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 259 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
INTERPUBLIC GROUP COS INC | COM | 460690100 | 3,543 | 102,804 | SH | SOLE | 0 | 0 | 102,804 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 850 | 2,405 | SH | SOLE | 0 | 0 | 2,405 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 353 | 5,135 | SH | SOLE | 0 | 0 | 5,135 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 12,582 | 119,879 | SH | SOLE | 0 | 0 | 119,879 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 200 | 3,060 | SH | SOLE | 0 | 0 | 3,060 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 310 | 4,265 | SH | SOLE | 0 | 0 | 4,265 | ||
ISHARES TR | MSCI EAFE MIN VL | 46429B689 | 11,764 | 163,391 | SH | SOLE | 0 | 0 | 163,391 | ||
ISHARES TR | MSCI INTL QUALTY | 46434V456 | 467 | 12,801 | SH | SOLE | 0 | 0 | 12,801 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 215 | 2,748 | SH | SOLE | 0 | 0 | 2,748 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 10,855 | 99,583 | SH | SOLE | 0 | 0 | 99,583 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 576 | 5,532 | SH | SOLE | 0 | 0 | 5,532 | ||
ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | 2,247 | 45,366 | SH | SOLE | 0 | 0 | 45,366 | ||
JOHNSON & JOHNSON | COM | 478160104 | 12,222 | 67,071 | SH | SOLE | 0 | 0 | 67,071 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 716 | 5,446 | SH | SOLE | 0 | 0 | 5,446 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 10,934 | 289,029 | SH | SOLE | 0 | 0 | 289,029 | ||
LAM RESEARCH CORP | COM | 512807108 | 12,323 | 24,736 | SH | SOLE | 0 | 0 | 24,736 | ||
LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | 197 | 84,764 | SH | SOLE | 0 | 0 | 84,764 | ||
LOWES COS INC | COM | 548661107 | 10,102 | 50,345 | SH | SOLE | 0 | 0 | 50,345 | ||
LPL FINL HLDGS INC | COM | 50212V100 | 7,167 | 38,881 | SH | SOLE | 0 | 0 | 38,881 | ||
MASCO CORP | COM | 574599106 | 5,832 | 114,891 | SH | SOLE | 0 | 0 | 114,891 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 14,001 | 39,601 | SH | SOLE | 0 | 0 | 39,601 | ||
MCDONALDS CORP | COM | 580135101 | 231 | 919 | SH | SOLE | 0 | 0 | 919 | ||
METLIFE INC | COM | 59156R108 | 3,509 | 50,085 | SH | SOLE | 0 | 0 | 50,085 | ||
MICROSOFT CORP | COM | 594918104 | 12,043 | 40,212 | SH | SOLE | 0 | 0 | 40,212 | ||
MONDELEZ INTL INC | CL A | 609207105 | 3,213 | 50,823 | SH | SOLE | 0 | 0 | 50,823 | ||
NASDAQ INC | COM | 631103108 | 8,033 | 43,758 | SH | SOLE | 0 | 0 | 43,758 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 251 | 2,904 | SH | SOLE | 0 | 0 | 2,904 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 8,144 | 89,837 | SH | SOLE | 0 | 0 | 89,837 | ||
NVIDIA CORPORATION | COM | 67066G104 | 347 | 1,421 | SH | SOLE | 0 | 0 | 1,421 | ||
NXP SEMICONDUCTORS N V | COM | N6596X109 | 9,010 | 51,778 | SH | SOLE | 0 | 0 | 51,778 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 13,900 | 19,825 | SH | SOLE | 0 | 0 | 19,825 | ||
OSHKOSH CORP | COM | 688239201 | 2,072 | 21,419 | SH | SOLE | 0 | 0 | 21,419 | ||
PAYCOM SOFTWARE INC | COM | 70432V102 | 1,127 | 3,365 | SH | SOLE | 0 | 0 | 3,365 | ||
PEPSICO INC | COM | 713448108 | 4,006 | 23,237 | SH | SOLE | 0 | 0 | 23,237 | ||
PFIZER INC | COM | 717081103 | 5,547 | 104,925 | SH | SOLE | 0 | 0 | 104,925 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 3,338 | 33,706 | SH | SOLE | 0 | 0 | 33,706 | ||
PPL CORP | COM | 69351T106 | 3,314 | 112,767 | SH | SOLE | 0 | 0 | 112,767 | ||
PRECISION BIOSCIENCES INC | COM | 74019P108 | 71 | 23,599 | SH | SOLE | 0 | 0 | 23,599 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 4,278 | 27,277 | SH | SOLE | 0 | 0 | 27,277 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 204 | 1,751 | SH | SOLE | 0 | 0 | 1,751 | ||
QUALCOMM INC | COM | 747525103 | 6,673 | 47,911 | SH | SOLE | 0 | 0 | 47,911 | ||
REALTY INCOME CORP | COM | 756109104 | 11,275 | 157,078 | SH | SOLE | 0 | 0 | 157,078 | ||
SALESFORCE COM INC | COM | 79466L302 | 7,973 | 39,701 | SH | SOLE | 0 | 0 | 39,701 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 442 | 15,773 | SH | SOLE | 0 | 0 | 15,773 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 1,257 | 21,662 | SH | SOLE | 0 | 0 | 21,662 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 321 | 6,183 | SH | SOLE | 0 | 0 | 6,183 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 317 | 9,984 | SH | SOLE | 0 | 0 | 9,984 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 6,422 | 130,079 | SH | SOLE | 0 | 0 | 130,079 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 373 | 7,084 | SH | SOLE | 0 | 0 | 7,084 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 3,184 | 43,429 | SH | SOLE | 0 | 0 | 43,429 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 4,039 | 56,921 | SH | SOLE | 0 | 0 | 56,921 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 57,445 | 1,079,995 | SH | SOLE | 0 | 0 | 1,079,995 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 345 | 13,511 | SH | SOLE | 0 | 0 | 13,511 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 9,572 | 161,029 | SH | SOLE | 0 | 0 | 161,029 | ||
SIBANYE STILLWATER LTD | SPONSORED ADR | 82575P107 | 166 | 10,572 | SH | SOLE | 0 | 0 | 10,572 | ||
SONOCO PRODS CO | COM | 835495102 | 1,348 | 21,420 | SH | SOLE | 0 | 0 | 21,420 | ||
SOUTHERN CO | COM | 842587107 | 3,866 | 50,532 | SH | SOLE | 0 | 0 | 50,532 | ||
SOUTHERN FIRST BANCSHARES | COM | 842873101 | 321 | 6,482 | SH | SOLE | 0 | 0 | 6,482 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 249 | 1,385 | SH | SOLE | 0 | 0 | 1,385 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 386 | 864 | SH | SOLE | 0 | 0 | 864 | ||
SPDR SER TR | S&P 400 MDCP GRW | 78464A821 | 1,284 | 17,777 | SH | SOLE | 0 | 0 | 17,777 | ||
SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 1,039 | 12,772 | SH | SOLE | 0 | 0 | 12,772 | ||
SS&C TECHNOLOGIES HLDGS INC | COM | 78467J100 | 7,578 | 102,681 | SH | SOLE | 0 | 0 | 102,681 | ||
STERIS PLC | SHS USD | G8473T100 | 6,675 | 26,823 | SH | SOLE | 0 | 0 | 26,823 | ||
SURGERY PARTNERS INC | COM | 86881A100 | 484 | 9,189 | SH | SOLE | 0 | 0 | 9,189 | ||
TE CONNECTIVITY LTD | REG SHS | H84989104 | 8,240 | 65,886 | SH | SOLE | 0 | 0 | 65,886 | ||
TESLA INC | COM | 88160R101 | 1,585 | 1,516 | SH | SOLE | 0 | 0 | 1,516 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 266 | 453 | SH | SOLE | 0 | 0 | 453 | ||
TRUIST FINL CORP | COM | 89832Q109 | 6,752 | 123,355 | SH | SOLE | 0 | 0 | 123,355 | ||
UNITED MICROELECTRONICS CORP | SPON ADR NEW | 910873405 | 242 | 27,769 | SH | SOLE | 0 | 0 | 27,769 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 3,036 | 15,619 | SH | SOLE | 0 | 0 | 15,619 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 274 | 515 | SH | SOLE | 0 | 0 | 515 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 12,463 | 120,646 | SH | SOLE | 0 | 0 | 120,646 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 7,739 | 99,959 | SH | SOLE | 0 | 0 | 99,959 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 1,377 | 4,896 | SH | SOLE | 0 | 0 | 4,896 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 694 | 4,670 | SH | SOLE | 0 | 0 | 4,670 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 24,994 | 106,357 | SH | SOLE | 0 | 0 | 106,357 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 9,998 | 90,313 | SH | SOLE | 0 | 0 | 90,313 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 23,942 | 162,065 | SH | SOLE | 0 | 0 | 162,065 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 552 | 10,767 | SH | SOLE | 0 | 0 | 10,767 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 8,295 | 133,879 | SH | SOLE | 0 | 0 | 133,879 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 807 | 17,013 | SH | SOLE | 0 | 0 | 17,013 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 3,528 | 66,324 | SH | SOLE | 0 | 0 | 66,324 | ||
VERTEX PHARMACEUTICALS INC | COM | 92532F100 | 4,831 | 17,737 | SH | SOLE | 0 | 0 | 17,737 | ||
WALMART INC | COM | 931142103 | 8,854 | 57,129 | SH | SOLE | 0 | 0 | 57,129 | ||
XPO LOGISTICS INC | COM | 983793100 | 2,137 | 33,739 | SH | SOLE | 0 | 0 | 33,739 |