0001606587-20-000923.txt : 20200810 0001606587-20-000923.hdr.sgml : 20200810 20200810172027 ACCESSION NUMBER: 0001606587-20-000923 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200810 DATE AS OF CHANGE: 20200810 EFFECTIVENESS DATE: 20200810 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: 201090376 BUSINESS ADDRESS: STREET 1: 1201 PEACHTREE ST. NE STREET 2: SUITE 525 CITY: ATLANTA STATE: GA ZIP: 30361 BUSINESS PHONE: 404-892-1995 MAIL ADDRESS: STREET 1: 1201 PEACHTREE ST. NE STREET 2: SUITE 525 CITY: ATLANTA STATE: GA ZIP: 30361 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001805250 XXXXXXXX 06-30-2020 06-30-2020 false Consolidated Planning Corp

1201 Peachtree St. NE Suite 525 Atlanta GA 30361

13F HOLDINGS REPORT 028-20227 N Robert Bordett 404-892-1995 Robert Bordett Atlanta GA 08-10-2020 0 41 101988 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 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 1591 577 SH SOLE NONE 0 0 577 APPLE INC COM 037833100 3841 10530 SH SOLE NONE 0 0 10530 AUTODESK INC COM 052769106 252 1055 SH SOLE NONE 0 0 1055 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 225 1266 SH SOLE NONE 0 0 1266 BROADCOM INC COM 11135F101 273 868 SH SOLE NONE 0 0 868 CISCO SYS INC COM 17275R102 269 5779 SH SOLE NONE 0 0 5779 COCA COLA CO COM 191216100 1396 31264 SH SOLE NONE 0 0 31264 COMCAST CORP NEW CL A 20030N101 250 6421 SH SOLE NONE 0 0 6421 FACEBOOK INC CL A 30303M102 715 3149 SH SOLE NONE 0 0 3149 GLOBAL PMTS INC COM 37940X102 757 4464 SH SOLE NONE 0 0 4464 HOME DEPOT INC COM 437076102 2235 8923 SH SOLE NONE 0 0 8923 HUBBELL INC COM 443510607 339 2706 SH SOLE NONE 0 0 2706 INVESCO QQQ TR UNIT SER 1 46090E103 657 2655 SH SOLE NONE 0 0 2655 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1237 36902 SH SOLE NONE 0 0 36902 INVESCO EXCHANGE-TRADED FD T S&P SMALLCAP 600 46138G664 1336 24397 SH SOLE NONE 0 0 24397 ISHARES TR CORE S&P TTL STK 464287150 2605 37516 SH SOLE NONE 0 0 37516 ISHARES TR RUS 1000 GRW ETF 464287614 3568 18590 SH SOLE NONE 0 0 18590 ISHARES TR CORE S&P SCP ETF 464287804 3339 48901 SH SOLE NONE 0 0 48901 ISHARES TR MSCI USA ESG SLC 464288802 1921 14361 SH SOLE NONE 0 0 14361 ISHARES TR USA MOMENTUM FCT 46432F396 3830 29238 SH SOLE NONE 0 0 29238 JPMORGAN CHASE & CO COM 46625H100 264 2811 SH SOLE NONE 0 0 2811 JOHNSON & JOHNSON COM 478160104 549 3906 SH SOLE NONE 0 0 3906 LOCKHEED MARTIN CORP COM 539830109 214 589 SH SOLE NONE 0 0 589 MCDONALDS CORP COM 580135101 283 1538 SH SOLE NONE 0 0 1538 MERCK & CO. INC COM 58933Y105 225 2910 SH SOLE NONE 0 0 2910 MICROSOFT CORP COM 594918104 885 4349 SH SOLE NONE 0 0 4349 NETFLIX INC COM 64110L106 510 1121 SH SOLE NONE 0 0 1121 PAYPAL HLDGS INC COM 70450Y103 256 1470 SH SOLE NONE 0 0 1470 SPDR S&P 500 ETF TR TR UNIT 78462F103 1248 4050 SH SOLE NONE 0 0 4050 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 5933 161051 SH SOLE NONE 0 0 161051 SOUTHERN CO COM 842587107 1319 25454 SH SOLE NONE 0 0 25454 TESLA INC COM 88160R101 215 200 SH SOLE NONE 0 0 200 UNITEDHEALTH GROUP INC COM 91324P102 421 1428 SH SOLE NONE 0 0 1428 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 773 6600 SH SOLE NONE 0 0 6600 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 262 926 SH SOLE NONE 0 0 926 VANGUARD INDEX FDS TOTAL STK MKT 922908769 52144 333129 SH SOLE NONE 0 0 333129 WALMART INC COM 931142103 501 4186 SH SOLE NONE 0 0 4186 WELLTOWER INC COM 95040Q104 2072 40040 SH SOLE NONE 0 0 40040 WISDOMTREE TR US MIDCAP FUND 97717W570 2855 87640 SH SOLE NONE 0 0 87640