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 |
ISHARES TR | S&P 500 VAL ETF | 464287408 | 2,983 | 30,991 | SH | SOLE | 0 | 0 | 0 | 30,991 | |
MICROSOFT CORP | COM | 594918104 | 239 | 1,514 | SH | SOLE | 0 | 0 | 0 | 1,514 | |
HOME DEPOT INC | COM | 437076102 | 224 | 1,201 | SH | SOLE | 0 | 0 | 0 | 1,201 | |
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 238 | 5,069 | SH | SOLE | 0 | 0 | 0 | 5,069 | |
ISHARES TR | ESG MSCI EAFE | 46435G516 | 453 | 8,523 | SH | SOLE | 0 | 0 | 0 | 8,523 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 301 | 1,167 | SH | SOLE | 0 | 0 | 0 | 1,167 | |
DISNEY WALT CO | COM DISNEY | 254687106 | 280 | 2,898 | SH | SOLE | 0 | 0 | 0 | 2,898 | |
FIDELITY COVINGTON TR | MSCI HLTH CARE I | 316092600 | 390 | 9,080 | SH | SOLE | 0 | 0 | 0 | 9,080 | |
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 407 | 12,196 | SH | SOLE | 0 | 0 | 0 | 12,196 | |
ISHARES TR | MIN VOL EAFE ETF | 46429B689 | 26,536 | 427,663 | SH | SOLE | 0 | 0 | 0 | 427,663 | |
ISHARES INC | ESG MSCI EM ETF | 46434G863 | 208 | 7,614 | SH | SOLE | 0 | 0 | 0 | 7,614 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 274 | 3,039 | SH | SOLE | 0 | 0 | 0 | 3,039 | |
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 3,440 | 37,829 | SH | SOLE | 0 | 0 | 0 | 37,829 | |
ISHARES INC | MIN VOL EMRG MKT | 464286533 | 4,319 | 92,052 | SH | SOLE | 0 | 0 | 0 | 92,052 | |
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | 1,669 | 25,291 | SH | SOLE | 0 | 0 | 0 | 25,291 | |
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 325 | 2,072 | SH | SOLE | 0 | 0 | 0 | 2,072 | |
JOHNSON & JOHNSON | COM | 478160104 | 273 | 2,079 | SH | SOLE | 0 | 0 | 0 | 2,079 | |
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 4,487 | 34,082 | SH | SOLE | 0 | 0 | 0 | 34,082 | |
ISHARES TR | MSCI MIN VOL ETF | 46429B697 | 8,720 | 161,452 | SH | SOLE | 0 | 0 | 0 | 161,452 | |
HIGHWOODS PPTYS INC | COM | 431284108 | 251 | 7,100 | SH | SOLE | 0 | 0 | 0 | 7,100 | |
ISHARES TR | NATIONAL MUN ETF | 464288414 | 294 | 2,604 | SH | SOLE | 0 | 0 | 0 | 2,604 | |
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 17,815 | 107,935 | SH | SOLE | 0 | 0 | 0 | 107,935 | |
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 3,028 | 23,829 | SH | SOLE | 0 | 0 | 0 | 23,829 | |
ISHARES TR | CORE MSCI EAFE | 46432F842 | 509 | 10,203 | SH | SOLE | 0 | 0 | 0 | 10,203 | |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 4,249 | 29,534 | SH | SOLE | 0 | 0 | 0 | 29,534 |