0001606587-20-001242.txt : 20201110 0001606587-20-001242.hdr.sgml : 20201110 20201110170853 ACCESSION NUMBER: 0001606587-20-001242 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201110 DATE AS OF CHANGE: 20201110 EFFECTIVENESS DATE: 20201110 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: 201302075 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 09-30-2020 09-30-2020 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 11-10-2020 0 46 134269 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 220 150 SH SOLE NONE 0 0 150 ALPHABET INC CAP STK CL A 02079K305 230 157 SH SOLE NONE 0 0 157 AMAZON COM INC COM 023135106 1829 581 SH SOLE NONE 0 0 581 APPLE INC COM 037833100 3751 32396 SH SOLE NONE 0 0 32396 ARK ETF TR INNOVATION ETF 00214Q104 432 4703 SH SOLE NONE 0 0 4703 AUTODESK INC COM 052769106 243 1055 SH SOLE NONE 0 0 1055 AUTOZONE INC COM 053332102 200 170 SH SOLE NONE 0 0 170 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 269 1266 SH SOLE NONE 0 0 1266 BROADCOM INC COM 11135F101 319 878 SH SOLE NONE 0 0 878 CISCO SYS INC COM 17275R102 229 5820 SH SOLE NONE 0 0 5820 COCA COLA CO COM 191216100 1682 34078 SH SOLE NONE 0 0 34078 COMCAST CORP NEW CL A 20030N101 299 6479 SH SOLE NONE 0 0 6479 FACEBOOK INC CL A 30303M102 843 3222 SH SOLE NONE 0 0 3222 GLOBAL PMTS INC COM 37940X102 668 3764 SH SOLE NONE 0 0 3764 HOME DEPOT INC COM 437076102 2484 8944 SH SOLE NONE 0 0 8944 HUBBELL INC COM 443510607 359 2629 SH SOLE NONE 0 0 2629 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 1496 25118 SH SOLE NONE 0 0 25118 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1084 31885 SH SOLE NONE 0 0 31885 INVESCO QQQ TR UNIT SER 1 46090E103 476 1715 SH SOLE NONE 0 0 1715 ISHARES TR CORE S&P TTL STK 464287150 2832 37516 SH SOLE NONE 0 0 37516 ISHARES TR CORE S&P500 ETF 464287200 200 597 SH SOLE NONE 0 0 597 ISHARES TR 20 YR TR BD ETF 464287432 23741 145418 SH SOLE NONE 0 0 145418 ISHARES TR RUS 1000 GRW ETF 464287614 4000 18445 SH SOLE NONE 0 0 18445 ISHARES TR CORE S&P SCP ETF 464287804 3435 48915 SH SOLE NONE 0 0 48915 ISHARES TR MSCI USA ESG SLC 464288802 2259 15361 SH SOLE NONE 0 0 15361 ISHARES TR MSCI USA MMENTM 46432F396 4231 28709 SH SOLE NONE 0 0 28709 JOHNSON & JOHNSON COM 478160104 573 3852 SH SOLE NONE 0 0 3852 JPMORGAN CHASE & CO COM 46625H100 297 3089 SH SOLE NONE 0 0 3089 LOCKHEED MARTIN CORP COM 539830109 225 589 SH SOLE NONE 0 0 589 MCDONALDS CORP COM 580135101 337 1538 SH SOLE NONE 0 0 1538 MERCK & CO. INC COM 58933Y105 241 2910 SH SOLE NONE 0 0 2910 MICROSOFT CORP COM 594918104 915 4353 SH SOLE NONE 0 0 4353 NETFLIX INC COM 64110L106 560 1121 SH SOLE NONE 0 0 1121 PAYPAL HLDGS INC COM 70450Y103 289 1470 SH SOLE NONE 0 0 1470 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 6199 160058 SH SOLE NONE 0 0 160058 SOUTHERN CO COM 842587107 1395 25745 SH SOLE NONE 0 0 25745 SPDR S&P 500 ETF TR TR UNIT 78462F103 1356 4050 SH SOLE NONE 0 0 4050 TESLA INC COM 88160R101 556 1296 SH SOLE NONE 0 0 1296 UNITEDHEALTH GROUP INC COM 91324P102 452 1451 SH SOLE NONE 0 0 1451 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 278 906 SH SOLE NONE 0 0 906 VANGUARD INDEX FDS TOTAL STK MKT 922908769 56010 328874 SH SOLE NONE 0 0 328874 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 849 6603 SH SOLE NONE 0 0 6603 VERIZON COMMUNICATIONS INC COM 92343V104 205 3462 SH SOLE NONE 0 0 3462 WALMART INC COM 931142103 567 4056 SH SOLE NONE 0 0 4056 WELLTOWER INC COM 95040Q104 2151 39062 SH SOLE NONE 0 0 39062 WISDOMTREE TR US MIDCAP FUND 97717W570 3003 87861 SH SOLE NONE 0 0 87861