0001805250-23-000003.txt : 20230814
0001805250-23-000003.hdr.sgml : 20230814
20230814162036
ACCESSION NUMBER: 0001805250-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230814
DATE AS OF CHANGE: 20230814
EFFECTIVENESS DATE: 20230814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Consolidated Planning Corp
CENTRAL INDEX KEY: 0001805250
IRS NUMBER: 581233970
STATE OF INCORPORATION: GA
FISCAL YEAR END: 0131
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20227
FILM NUMBER: 231170607
BUSINESS ADDRESS:
STREET 1: 1475 PEACHTREE ST. NE
STREET 2: SUITE 750
CITY: ATLANTA
STATE: GA
ZIP: 30309
BUSINESS PHONE: (404) 879-3000
MAIL ADDRESS:
STREET 1: 1475 PEACHTREE ST. NE
STREET 2: SUITE 750
CITY: ATLANTA
STATE: GA
ZIP: 30309
FORMER COMPANY:
FORMER CONFORMED NAME: CONSOLIDATED PLANNING CORP
DATE OF NAME CHANGE: 20200302
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001805250
XXXXXXXX
06-30-2023
06-30-2023
Consolidated Planning Corp
1475 PEACHTREE ST. NE
SUITE 750
ATLANTA
GA
30309
13F HOLDINGS REPORT
028-20227
000111025
801-11913
N
Michael Hines
President and Founder
4048793000
Michael Hines
Atlanta
GA
08-14-2023
0
160
475002004
false
INFORMATION TABLE
2
cpcq223_13f.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
307963
998
SH
SOLE
0
0
998
EATON CORP PLC
SHS
G29183103
4821099
23973
SH
SOLE
0
0
23973
JOHNSON CTLS INTL PLC
SHS
G51502105
3893520
57136
SH
SOLE
0
0
57136
MEDTRONIC PLC
SHS
G5960L103
3952550
44861
SH
SOLE
0
0
44861
STERIS PLC
SHS USD
G8473T100
1839720
8178
SH
SOLE
0
0
8178
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1716140
8975
SH
SOLE
0
0
8975
CHUBB LIMITED
COM
H1467J104
3236086
16805
SH
SOLE
0
0
16805
NXP SEMICONDUCTORS N V
COM
N6596X109
1796427
8779
SH
SOLE
0
0
8779
AFLAC INC
COM
001055102
202490
2901
SH
SOLE
0
0
2901
AT&T INC
COM
00206R102
172417
10810
SH
SOLE
0
0
10810
ABBOTT LABS
COM
002824100
679413
8180
SH
SOLE
0
0
8180
ABBVIE INC
COM
00287Y109
849991
6309
SH
SOLE
0
0
6309
ALLIANCEBERNSTEIN HLDG L P
UNIT LTD PARTN
01881G106
226760
7051
SH
SOLE
0
0
7051
ALPHABET INC
CAP STK CL C
02079K107
406459
3360
SH
SOLE
0
0
3360
ALPHABET INC
CAP STK CL A
02079K305
2854606
23854
SH
SOLE
0
0
23854
ALTRIA GROUP INC
COM
02209S103
692160
15279
SH
SOLE
0
0
15279
AMAZON COM INC
COM
023135106
4730373
36293
SH
SOLE
0
0
36293
AMERICAN EXPRESS CO
COM
025816109
246145
1413
SH
SOLE
0
0
1413
AMERICAN TOWER CORP NEW
COM
03027X100
239402
1234
SH
SOLE
0
0
1234
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
37921519
1053160
SH
SOLE
0
0
1053160
ANALOG DEVICES INC
COM
032654105
676114
3471
SH
SOLE
0
0
3471
APARTMENT INCOME REIT CORP
COM
03750L109
218741
6061
SH
SOLE
0
0
6061
APPLE INC
COM
037833100
13587146
70047
SH
SOLE
0
0
70047
AUTODESK INC
COM
052769106
319601
1562
SH
SOLE
0
0
1562
BANK AMERICA CORP
COM
060505104
222434
7753
SH
SOLE
0
0
7753
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
889328
2608
SH
SOLE
0
0
2608
BOEING CO
COM
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5578425
26418
SH
SOLE
0
0
26418
BROADCOM INC
COM
11135F101
6424902
7406
SH
SOLE
0
0
7406
CSX CORP
COM
126408103
292339
8573
SH
SOLE
0
0
8573
CALAMOS STRATEGIC TOTAL RETU
COM SH BEN INT
128125101
1133469
76845
SH
SOLE
0
0
76845
CAPITAL GROUP INTL FOCUS EQT
SHS CREATION UNI
14019W109
23743785
1009404
SH
SOLE
0
0
1009404
CATERPILLAR INC
COM
149123101
6528445
26533
SH
SOLE
0
0
26533
CHEVRON CORP NEW
COM
166764100
4270939
27141
SH
SOLE
0
0
27141
CISCO SYS INC
COM
17275R102
5953836
115066
SH
SOLE
0
0
115066
COCA COLA CO
COM
191216100
8286438
137603
SH
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0
0
137603
COMCAST CORP NEW
CL A
20030N101
262014
6306
SH
SOLE
0
0
6306
COSTCO WHSL CORP NEW
COM
22160K105
1783143
3310
SH
SOLE
0
0
3310
DEERE & CO
COM
244199105
290926
718
SH
SOLE
0
0
718
DIGITAL RLTY TR INC
COM
253868103
363801
3195
SH
SOLE
0
0
3195
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
7673434
159332
SH
SOLE
0
0
159332
DUKE ENERGY CORP NEW
COM NEW
26441C204
820251
9140
SH
SOLE
0
0
9140
EXXON MOBIL CORP
COM
30231G102
3318219
30966
SH
SOLE
0
0
30966
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
50094
10546
SH
SOLE
0
0
10546
META PLATFORMS INC
CL A
30303M102
984915
3432
SH
SOLE
0
0
3432
FEDEX CORP
COM
31428X106
3728664
15041
SH
SOLE
0
0
15041
FIDELITY COVINGTON TRUST
HIGH DIVID ETF
316092840
1743947
43884
SH
SOLE
0
0
43884
FIDELITY MERRIMACK STR TR
TOTAL BD ETF
316188309
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10339
SH
SOLE
0
0
10339
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
33738R506
6521507
138452
SH
SOLE
0
0
138452
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
33738R605
2869672
61166
SH
SOLE
0
0
61166
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
2210869
138439
SH
SOLE
0
0
138439
FORD MTR CO DEL
COM
345370860
4271611
282310
SH
SOLE
0
0
282310
GENUINE PARTS CO
COM
372460105
1250105
7387
SH
SOLE
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GSK PLC
SPONSORED ADR
37733W204
622678
17471
SH
SOLE
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GLOBAL X FDS
S&P 500 COVERED
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SH
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GLOBAL X FDS
US INFR DEV ETF
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57908
SH
SOLE
0
0
57908
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG
381430503
5336125
61119
SH
SOLE
0
0
61119
GOLDMAN SACHS ETF TR
INNOVAT EQ ETF
38149W820
1311521
26693
SH
SOLE
0
0
26693
HALLIBURTON CO
COM
406216101
1607270
48700
SH
SOLE
0
0
48700
HOME DEPOT INC
COM
437076102
8668504
27904
SH
SOLE
0
0
27904
HUBBELL INC
COM
443510607
778171
2347
SH
SOLE
0
0
2347
ILLINOIS TOOL WKS INC
COM
452308109
273675
1094
SH
SOLE
0
0
1094
INDEPENDENCE RLTY TR INC
COM
45378A106
250252
13735
SH
SOLE
0
0
13735
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1643791
14535
SH
SOLE
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0
14535
INTERNATIONAL BUSINESS MACHS
COM
459200101
251584
1880
SH
SOLE
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0
1880
INVESCO QQQ TR
UNIT SER 1
46090E103
11742482
31785
SH
SOLE
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31785
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 VL
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SH
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31545
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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INVESCO EXCHANGE TRADED FD T
DYNMC LRG VALU
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SH
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INVESCO EXCHANGE TRADED FD T
DWA MOMENTUM
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SH
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INVESCO EXCH TRADED FD TR II
S&P SMALLCAP 600
46138G664
11417288
100538
SH
SOLE
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0
100538
IQVIA HLDGS INC
COM
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1553610
6911
SH
SOLE
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0
6911
ISHARES TR
CORE S&P TTL STK
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30037
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ISHARES TR
CORE S&P500 ETF
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20 YR TR BD ETF
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ISHARES TR
1 3 YR TREAS BD
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23412
ISHARES TR
MSCI EAFE ETF
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ISHARES TR
CORE S&P MCP ETF
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SH
SOLE
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0
2011
ISHARES TR
RUS 1000 GRW ETF
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13129
SH
SOLE
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13129
ISHARES TR
S&P MC 400VL ETF
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SH
SOLE
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0
2090
ISHARES TR
CORE S&P SCP ETF
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SH
SOLE
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83638
ISHARES TR
MSCI ACWI ETF
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4058
SH
SOLE
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4058
ISHARES TR
MSCI USA ESG SLC
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SH
SOLE
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ISHARES TR
MSCI USA MIN VOL
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ISHARES TR
MSCI USA QLT FCT
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ISHARES TR
MSCI USA VALUE
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ISHARES TR
MSCI USA MMENTM
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ISHARES TR
CORE MSCI EAFE
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SH
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ISHARES TR
EXPONENTIAL TECH
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SH
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23034
ISHARES TR
US TECH BRKTHR
46436E502
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40315
SH
SOLE
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0
40315
JPMORGAN CHASE & CO
COM
46625H100
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39168
SH
SOLE
0
0
39168
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
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SH
SOLE
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JANUS DETROIT STR TR
HENDRSON AAA CL
47103U845
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SH
SOLE
0
0
82175
JOHNSON & JOHNSON
COM
478160104
5018675
30339
SH
SOLE
0
0
30339
KLA CORP
COM NEW
482480100
270365
557
SH
SOLE
0
0
557
KEYSIGHT TECHNOLOGIES INC
COM
49338L103
1446098
8634
SH
SOLE
0
0
8634
L3HARRIS TECHNOLOGIES INC
COM
502431109
3884860
19876
SH
SOLE
0
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19876
LILLY ELI & CO
COM
532457108
473669
1010
SH
SOLE
0
0
1010
LOCKHEED MARTIN CORP
COM
539830109
479551
1042
SH
SOLE
0
0
1042
LOWES COS INC
COM
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375565
1664
SH
SOLE
0
0
1664
MARATHON PETE CORP
COM
56585A102
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37461
SH
SOLE
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37461
MCDONALDS CORP
COM
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SH
SOLE
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3576
MCKESSON CORP
COM
58155Q103
226527
530
SH
SOLE
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0
530
MERCK & CO INC
COM
58933Y105
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39472
SH
SOLE
0
0
39472
MICROSOFT CORP
COM
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55577
SH
SOLE
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MONDELEZ INTL INC
CL A
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203211
2786
SH
SOLE
0
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2786
MOTOROLA SOLUTIONS INC
COM NEW
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5101237
17394
SH
SOLE
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0
17394
NETFLIX INC
COM
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1566
SH
SOLE
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NEXTERA ENERGY INC
COM
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SH
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NOVO-NORDISK A S
ADR
670100205
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SH
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NVIDIA CORPORATION
COM
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SH
SOLE
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ORACLE CORP
COM
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SH
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0
4717
PACER FDS TR
GLOBL CASH ETF
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SH
SOLE
0
0
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PAYCHEX INC
COM
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325206
2907
SH
SOLE
0
0
2907
PEPSICO INC
COM
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689895
3725
SH
SOLE
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0
3725
PFIZER INC
COM
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667122
18188
SH
SOLE
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PIONEER NAT RES CO
COM
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423890
2026
SH
SOLE
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0
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PROCTER AND GAMBLE CO
COM
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SH
SOLE
0
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26912
PROSHARES TR
S&P 500 DV ARIST
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3672
SH
SOLE
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3672
PRUDENTIAL FINL INC
COM
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347655
3941
SH
SOLE
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0
3941
RAYMOND JAMES FINL INC
COM
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896158
8636
SH
SOLE
0
0
8636
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
281733
2876
SH
SOLE
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2876
REALTY INCOME CORP
COM
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6429
SH
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S&P GLOBAL INC
COM
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SPDR S&P 500 ETF TR
TR UNIT
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S&P DIVID ETF
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UT SER 1
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SCHWAB STRATEGIC TR
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SCHWAB STRATEGIC TR
SCHWB FDT INT LG
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SCHWAB FDT US LG
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SH
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119899
SELECT SECTOR SPDR TR
SBI HEALTHCARE
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11874
SH
SOLE
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11874
SELECT SECTOR SPDR TR
ENERGY
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687565
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SH
SOLE
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SOUTHERN CO
COM
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21067
SH
SOLE
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0
21067
TJX COS INC NEW
COM
872540109
1656164
19523
SH
SOLE
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0
19523
TESLA INC
COM
88160R101
2898579
11070
SH
SOLE
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0
11070
TEXAS INSTRS INC
COM
882508104
645220
3584
SH
SOLE
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0
3584
THERMO FISHER SCIENTIFIC INC
COM
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2804
SH
SOLE
0
0
2804
TORO CO
COM
891092108
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32571
SH
SOLE
0
0
32571
ULTA BEAUTY INC
COM
90384S303
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3012
SH
SOLE
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3012
UNION PAC CORP
COM
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18571
SH
SOLE
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UNITED PARCEL SERVICE INC
CL B
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SH
SOLE
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UNITEDHEALTH GROUP INC
COM
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SH
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DIV APP ETF
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S&P 500 ETF SHS
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MID CAP ETF
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SMALL CP ETF
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VANGUARD INDEX FDS
TOTAL STK MKT
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SOLE
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VERIZON COMMUNICATIONS INC
COM
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VISA INC
COM CL A
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SOLE
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WALMART INC
COM
931142103
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SH
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WELLS FARGO CO NEW
COM
949746101
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4765
SH
SOLE
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4765
WEYERHAEUSER CO MTN BE
COM NEW
962166104
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SH
SOLE
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WISDOMTREE TR
US MIDCAP DIVID
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WISDOMTREE TR
US MIDCAP FUND
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SOLE
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YUM BRANDS INC
COM
988498101
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SH
SOLE
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