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 |
ALPHABET INC | CAP STK CL C | 02079K107 | 212 | 150 | SH | SOLE | NONE | 0 | 0 | 150 | |
ALPHABET INC | CAP STK CL A | 02079K305 | 211 | 149 | SH | SOLE | NONE | 0 | 0 | 149 | |
AMAZON COM INC | COM | 023135106 | 1,591 | 577 | SH | SOLE | NONE | 0 | 0 | 577 | |
APPLE INC | COM | 037833100 | 3,841 | 10,530 | SH | SOLE | NONE | 0 | 0 | 10,530 | |
AUTODESK INC | COM | 052769106 | 252 | 1,055 | SH | SOLE | NONE | 0 | 0 | 1,055 | |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 225 | 1,266 | SH | SOLE | NONE | 0 | 0 | 1,266 | |
BROADCOM INC | COM | 11135F101 | 273 | 868 | SH | SOLE | NONE | 0 | 0 | 868 | |
CISCO SYS INC | COM | 17275R102 | 269 | 5,779 | SH | SOLE | NONE | 0 | 0 | 5,779 | |
COCA COLA CO | COM | 191216100 | 1,396 | 31,264 | SH | SOLE | NONE | 0 | 0 | 31,264 | |
COMCAST CORP NEW | CL A | 20030N101 | 250 | 6,421 | SH | SOLE | NONE | 0 | 0 | 6,421 | |
FACEBOOK INC | CL A | 30303M102 | 715 | 3,149 | SH | SOLE | NONE | 0 | 0 | 3,149 | |
GLOBAL PMTS INC | COM | 37940X102 | 757 | 4,464 | SH | SOLE | NONE | 0 | 0 | 4,464 | |
HOME DEPOT INC | COM | 437076102 | 2,235 | 8,923 | SH | SOLE | NONE | 0 | 0 | 8,923 | |
HUBBELL INC | COM | 443510607 | 339 | 2,706 | SH | SOLE | NONE | 0 | 0 | 2,706 | |
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 657 | 2,655 | SH | SOLE | NONE | 0 | 0 | 2,655 | |
INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | 46137V738 | 1,237 | 36,902 | SH | SOLE | NONE | 0 | 0 | 36,902 | |
INVESCO EXCHANGE-TRADED FD T | S&P SMALLCAP 600 | 46138G664 | 1,336 | 24,397 | SH | SOLE | NONE | 0 | 0 | 24,397 | |
ISHARES TR | CORE S&P TTL STK | 464287150 | 2,605 | 37,516 | SH | SOLE | NONE | 0 | 0 | 37,516 | |
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 3,568 | 18,590 | SH | SOLE | NONE | 0 | 0 | 18,590 | |
ISHARES TR | CORE S&P SCP ETF | 464287804 | 3,339 | 48,901 | SH | SOLE | NONE | 0 | 0 | 48,901 | |
ISHARES TR | MSCI USA ESG SLC | 464288802 | 1,921 | 14,361 | SH | SOLE | NONE | 0 | 0 | 14,361 | |
ISHARES TR | USA MOMENTUM FCT | 46432F396 | 3,830 | 29,238 | SH | SOLE | NONE | 0 | 0 | 29,238 | |
JPMORGAN CHASE & CO | COM | 46625H100 | 264 | 2,811 | SH | SOLE | NONE | 0 | 0 | 2,811 | |
JOHNSON & JOHNSON | COM | 478160104 | 549 | 3,906 | SH | SOLE | NONE | 0 | 0 | 3,906 | |
LOCKHEED MARTIN CORP | COM | 539830109 | 214 | 589 | SH | SOLE | NONE | 0 | 0 | 589 | |
MCDONALDS CORP | COM | 580135101 | 283 | 1,538 | SH | SOLE | NONE | 0 | 0 | 1,538 | |
MERCK & CO. INC | COM | 58933Y105 | 225 | 2,910 | SH | SOLE | NONE | 0 | 0 | 2,910 | |
MICROSOFT CORP | COM | 594918104 | 885 | 4,349 | SH | SOLE | NONE | 0 | 0 | 4,349 | |
NETFLIX INC | COM | 64110L106 | 510 | 1,121 | SH | SOLE | NONE | 0 | 0 | 1,121 | |
PAYPAL HLDGS INC | COM | 70450Y103 | 256 | 1,470 | SH | SOLE | NONE | 0 | 0 | 1,470 | |
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,248 | 4,050 | SH | SOLE | NONE | 0 | 0 | 4,050 | |
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 5,933 | 161,051 | SH | SOLE | NONE | 0 | 0 | 161,051 | |
SOUTHERN CO | COM | 842587107 | 1,319 | 25,454 | SH | SOLE | NONE | 0 | 0 | 25,454 | |
TESLA INC | COM | 88160R101 | 215 | 200 | SH | SOLE | NONE | 0 | 0 | 200 | |
UNITEDHEALTH GROUP INC | COM | 91324P102 | 421 | 1,428 | SH | SOLE | NONE | 0 | 0 | 1,428 | |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 773 | 6,600 | SH | SOLE | NONE | 0 | 0 | 6,600 | |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 262 | 926 | SH | SOLE | NONE | 0 | 0 | 926 | |
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 52,144 | 333,129 | SH | SOLE | NONE | 0 | 0 | 333,129 | |
WALMART INC | COM | 931142103 | 501 | 4,186 | SH | SOLE | NONE | 0 | 0 | 4,186 | |
WELLTOWER INC | COM | 95040Q104 | 2,072 | 40,040 | SH | SOLE | NONE | 0 | 0 | 40,040 | |
WISDOMTREE TR | US MIDCAP FUND | 97717W570 | 2,855 | 87,640 | SH | SOLE | NONE | 0 | 0 | 87,640 |