0001398344-21-002996.txt : 20210211 0001398344-21-002996.hdr.sgml : 20210211 20210211113134 ACCESSION NUMBER: 0001398344-21-002996 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210211 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HawsGoodwin Investment Management LLC CENTRAL INDEX KEY: 0001799500 IRS NUMBER: 253114771 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19964 FILM NUMBER: 21617696 BUSINESS ADDRESS: STREET 1: 5000 MERIDIAN BOULEVARD STREET 2: SUITE 530 CITY: FRANKLIN STATE: TN ZIP: 37067 BUSINESS PHONE: 615-771-1012 MAIL ADDRESS: STREET 1: 5000 MERIDIAN BOULEVARD STREET 2: SUITE 530 CITY: FRANKLIN STATE: TN ZIP: 37067 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001799500 XXXXXXXX 12-31-2020 12-31-2020 false HawsGoodwin Investment Management LLC
5000 MERIDIAN BOULEVARD SUITE 530 FRANKLIN TN 37067
13F HOLDINGS REPORT 028-19964 N
C. Arthur Haws CEO/Chief Compliance Officer 615-771-1012 /s/ C. Arthur Haws Franklin TN 02-11-2021 0 109 318685
INFORMATION TABLE 2 fp0061168_13fhr-table.xml 13F INFORMATION TABLE ABBOTT LABS COM 002824100 1973 18018 SH SOLE 18018 0 0 ABBVIE INC COM 00287Y109 343 3200 SH SOLE 3200 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 3283 6564 SH SOLE 6564 0 0 ALLIANT ENERGY CORP COM 018802108 1223 23736 SH SOLE 23736 0 0 ALLSTATE CORP COM 020002101 2622 23849 SH SOLE 23849 0 0 ALTRIA GROUP INC COM 02209S103 1884 45961 SH SOLE 45961 0 0 AMAZON COM INC COM 023135106 264 81 SH SOLE 81 0 0 APPLE INC COM 037833100 5269 39706 SH SOLE 39706 0 0 AT&T INC COM 00206R102 1203 41822 SH SOLE 41822 0 0 AUTONATION INC COM 05329W102 3962 56764 SH SOLE 56764 0 0 BANK NEW YORK MELLON CORP COM 064058100 1634 38490 SH SOLE 38490 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 725 11188 SH SOLE 11188 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1200 32012 SH SOLE 32012 0 0 CATERPILLAR INC COM 149123101 1461 8028 SH SOLE 8028 0 0 COCA COLA CO COM 191216100 1294 23588 SH SOLE 23588 0 0 CONSOLIDATED EDISON INC COM 209115104 1025 14177 SH SOLE 14177 0 0 COSTAR GROUP INC COM 22160N109 2854 3088 SH SOLE 3088 0 0 DEERE & CO COM 244199105 431 1602 SH SOLE 1602 0 0 DISNEY WALT CO COM 254687106 2769 15284 SH SOLE 15284 0 0 DOLLAR GEN CORP NEW COM 256677105 232 1102 SH SOLE 1102 0 0 DOMINION ENERGY INC COM 25746U109 764 10160 SH SOLE 10160 0 0 EATON CORP PLC SHS G29183103 1633 13589 SH SOLE 13589 0 0 ELECTRONIC ARTS INC COM 285512109 2682 18678 SH SOLE 18678 0 0 FACEBOOK INC CL A 30303M102 2820 10322 SH SOLE 10322 0 0 FEDEX CORP COM 31428X106 3574 13766 SH SOLE 13766 0 0 HORMEL FOODS CORP COM 440452100 2314 49654 SH SOLE 49654 0 0 INTEL CORP COM 458140100 1131 22696 SH SOLE 22696 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 851 6764 SH SOLE 6764 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 1886 2305 SH SOLE 2305 0 0 INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 46137V241 162 3840 SH SOLE 3840 0 0 INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 46137V266 22 135 SH SOLE 135 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 19 151 SH SOLE 151 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 954 3042 SH SOLE 3042 0 0 ISHARES GOLD TRUST ISHARES 464285105 290 15974 SH SOLE 15974 0 0 ISHARES INC CORE MSCI EMKT 46434G103 25 398 SH SOLE 398 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 17724 422208 SH SOLE 422208 0 0 ISHARES TR CORE S&P TTL STK 464287150 53 614 SH SOLE 614 0 0 ISHARES TR CORE S&P500 ETF 464287200 44 118 SH SOLE 118 0 0 ISHARES TR CORE US AGGBD ET 464287226 1890 15989 SH SOLE 15989 0 0 ISHARES TR IBOXX INV CP ETF 464287242 22470 162674 SH SOLE 162674 0 0 ISHARES TR GLOBAL TECH ETF 464287291 8822 29402 SH SOLE 29402 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 0 3 SH SOLE 3 0 0 ISHARES TR 20 YR TR BD ETF 464287432 2760 17498 SH SOLE 17498 0 0 ISHARES TR BARCLAYS 7 10 YR 464287440 1410 11752 SH SOLE 11752 0 0 ISHARES TR MSCI EAFE ETF 464287465 3346 45867 SH SOLE 45867 0 0 ISHARES TR CORE S&P MCP ETF 464287507 77 335 SH SOLE 335 0 0 ISHARES TR COHEN STEER REIT 464287564 37 682 SH SOLE 682 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 20 145 SH SOLE 145 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 18 74 SH SOLE 74 0 0 ISHARES TR RUS 1000 ETF 464287622 212 1000 SH SOLE 1000 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 17 61 SH SOLE 61 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 29 149 SH SOLE 149 0 0 ISHARES TR CORE S&P SCP ETF 464287804 0 1 SH SOLE 1 0 0 ISHARES TR JPMORGAN USD EMG 464288281 326 2813 SH SOLE 2813 0 0 ISHARES TR NATIONAL MUN ETF 464288414 0 1 SH SOLE 1 0 0 ISHARES TR IBOXX HI YD ETF 464288513 15 177 SH SOLE 177 0 0 ISHARES TR MBS ETF 464288588 8424 76495 SH SOLE 76495 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 948 15335 SH SOLE 15335 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 8638 156564 SH SOLE 156564 0 0 ISHARES TR U.S. MED DVC ETF 464288810 7884 24087 SH SOLE 24087 0 0 ISHARES TR EAFE GRWTH ETF 464288885 19964 197837 SH SOLE 197837 0 0 ISHARES TR US TREAS BD ETF 46429B267 25867 949602 SH SOLE 949602 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 5730 84421 SH SOLE 84421 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 4291 36927 SH SOLE 36927 0 0 ISHARES TR MSCI USA SZE FT 46432F370 788 7090 SH SOLE 7090 0 0 ISHARES TR MSCI USA VALUE 46432F388 9550 109886 SH SOLE 109886 0 0 ISHARES TR CORE MSCI EAFE 46432F842 6554 94867 SH SOLE 94867 0 0 ISHARES TR 0-5YR HI YL CP 46434V407 8448 185905 SH SOLE 185905 0 0 ISHARES TR CORE DIV GRWTH 46434V621 211 4710 SH SOLE 4710 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 30679 356609 SH SOLE 356609 0 0 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 4621 90986 SH SOLE 90986 0 0 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 1137 21906 SH SOLE 21906 0 0 KIMBERLY-CLARK CORP COM 494368103 1387 10290 SH SOLE 10290 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1370 14948 SH SOLE 14948 0 0 MCDONALDS CORP COM 580135101 1443 6723 SH SOLE 6723 0 0 MERCK & CO. INC COM 58933Y105 1200 14675 SH SOLE 14675 0 0 PAYCHEX INC COM 704326107 1860 19956 SH SOLE 19956 0 0 PFIZER INC COM 717081103 1212 32930 SH SOLE 32930 0 0 PRUDENTIAL FINL INC COM 744320102 1258 16113 SH SOLE 16113 0 0 REGIONS FINANCIAL CORP NEW COM 7591EP100 171 10580 SH SOLE 10580 0 0 REPUBLIC SVCS INC COM 760759100 2089 21695 SH SOLE 21695 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 0 1 SH SOLE 1 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 0 1 SH SOLE 1 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 482 7521 SH SOLE 7521 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 0 0 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 2 66 SH SOLE 66 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 214 7250 SH SOLE 7250 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 41 1126 SH SOLE 1126 0 0 SOUTHERN CO COM 842587107 1414 23020 SH SOLE 23020 0 0 SOUTHWEST AIRLS CO COM 844741108 1612 34592 SH SOLE 34592 0 0 SPDR GOLD TR GOLD SHS 78463V107 5055 28340 SH SOLE 28340 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5704 15257 SH SOLE 15257 0 0 STARBUCKS CORP COM 855244109 2769 25887 SH SOLE 25887 0 0 TITAN MED INC COM NEW 88830X819 22 12700 SH SOLE 12700 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1656 9835 SH SOLE 9835 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2336 6660 SH SOLE 6660 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 11984 34868 SH SOLE 34868 0 0 VANGUARD INDEX FDS SM CP VAL ETF 922908611 7 52 SH SOLE 52 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 11 55 SH SOLE 55 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 4939 25372 SH SOLE 25372 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2 11 SH SOLE 11 0 0 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 23 147 SH SOLE 147 0 0 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 1639 30314 SH SOLE 30314 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1574 26799 SH SOLE 26799 0 0 VISA INC COM CL A 92826C839 2561 11710 SH SOLE 11710 0 0 VMWARE INC CL A COM 928563402 1157 8251 SH SOLE 8251 0 0 WALMART INC COM 931142103 2162 14998 SH SOLE 14998 0 0 WASTE MGMT INC DEL COM 94106L109 1331 11286 SH SOLE 11286 0 0 WELLS FARGO CO NEW COM 949746101 216 7170 SH SOLE 7170 0 0