0001606587-21-000213.txt : 20210205 0001606587-21-000213.hdr.sgml : 20210205 20210205170314 ACCESSION NUMBER: 0001606587-21-000213 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210205 DATE AS OF CHANGE: 20210205 EFFECTIVENESS DATE: 20210205 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: 21596989 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 12-31-2020 12-31-2020 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 02-05-2021 0 53 153482 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ARK ETF TR INNOVATION ETF 00214Q104 774 6219 SH SOLE NONE 0 0 6219 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 238 7051 SH SOLE NONE 0 0 7051 ALPHABET INC CAP STK CL C 02079K107 262 150 SH SOLE NONE 0 0 150 ALPHABET INC CAP STK CL A 02079K305 333 190 SH SOLE NONE 0 0 190 AMAZON COM INC COM 023135106 1931 593 SH SOLE NONE 0 0 593 APPLE INC COM 037833100 4393 33107 SH SOLE NONE 0 0 33107 AUTODESK INC COM 052769106 322 1055 SH SOLE NONE 0 0 1055 AUTOZONE INC COM 053332102 201 170 SH SOLE NONE 0 0 170 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 309 1335 SH SOLE NONE 0 0 1335 BROADCOM INC COM 11135F101 389 889 SH SOLE NONE 0 0 889 CISCO SYS INC COM 17275R102 258 5779 SH SOLE NONE 0 0 5779 COCA COLA CO COM 191216100 1973 35991 SH SOLE NONE 0 0 35991 COMCAST CORP NEW CL A 20030N101 368 7030 SH SOLE NONE 0 0 7030 FACEBOOK INC CL A 30303M102 899 3293 SH SOLE NONE 0 0 3293 GLOBAL PMTS INC COM 37940X102 810 3764 SH SOLE NONE 0 0 3764 HOME DEPOT INC COM 437076102 2247 8459 SH SOLE NONE 0 0 8459 HONEYWELL INTL INC COM 438516106 202 951 SH SOLE NONE 0 0 951 HUBBELL INC COM 443510607 412 2629 SH SOLE NONE 0 0 2629 INVESCO QQQ TR UNIT SER 1 46090E103 538 1715 SH SOLE NONE 0 0 1715 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1195 31005 SH SOLE NONE 0 0 31005 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 2147 26478 SH SOLE NONE 0 0 26478 ISHARES TR CORE S&P TTL STK 464287150 3234 37516 SH SOLE NONE 0 0 37516 ISHARES TR CORE S&P500 ETF 464287200 224 597 SH SOLE NONE 0 0 597 ISHARES TR 20 YR TR BD ETF 464287432 13602 86238 SH SOLE NONE 0 0 86238 ISHARES TR MSCI EAFE ETF 464287465 224 3073 SH SOLE NONE 0 0 3073 ISHARES TR RUS 1000 GRW ETF 464287614 4408 18280 SH SOLE NONE 0 0 18280 ISHARES TR CORE S&P SCP ETF 464287804 4472 48671 SH SOLE NONE 0 0 48671 ISHARES TR MSCI USA ESG SLC 464288802 2491 30259 SH SOLE NONE 0 0 30259 ISHARES TR MSCI USA MMENTM 46432F396 4740 29388 SH SOLE NONE 0 0 29388 JPMORGAN CHASE CO COM 46625H100 549 4327 SH SOLE NONE 0 0 4327 JOHNSON JOHNSON COM 478160104 631 4010 SH SOLE NONE 0 0 4010 LOCKHEED MARTIN CORP COM 539830109 215 606 SH SOLE NONE 0 0 606 MCDONALDS CORP COM 580135101 323 1507 SH SOLE NONE 0 0 1507 MERCK CO. INC COM 58933Y105 238 2910 SH SOLE NONE 0 0 2910 MICROSOFT CORP COM 594918104 976 4392 SH SOLE NONE 0 0 4392 NETFLIX INC COM 64110L106 606 1121 SH SOLE NONE 0 0 1121 PAYPAL HLDGS INC COM 70450Y103 344 1470 SH SOLE NONE 0 0 1470 SPDR SP 500 ETF TR TR UNIT 78462F103 1431 3828 SH SOLE NONE 0 0 3828 SPDR SER TR PORTFOLIO LN TSR 78464A664 9907 219524 SH SOLE NONE 0 0 219524 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 7200 158989 SH SOLE NONE 0 0 158989 SOUTHERN CO COM 842587107 1596 25992 SH SOLE NONE 0 0 25992 TESLA INC COM 88160R101 925 1311 SH SOLE NONE 0 0 1311 UNITEDHEALTH GROUP INC COM 91324P102 542 1547 SH SOLE NONE 0 0 1547 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 932 6603 SH SOLE NONE 0 0 6603 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 311 906 SH SOLE NONE 0 0 906 VANGUARD INDEX FDS TOTAL STK MKT 922908769 65581 336939 SH SOLE NONE 0 0 336939 VERIZON COMMUNICATIONS INC COM 92343V104 238 4058 SH SOLE NONE 0 0 4058 VISA INC COM CL A 92826C839 244 1116 SH SOLE NONE 0 0 1116 WALMART INC COM 931142103 584 4056 SH SOLE NONE 0 0 4056 WELLTOWER INC COM 95040Q104 2140 33131 SH SOLE NONE 0 0 33131 WEYERHAEUSER CO MTN BE COM NEW 962166104 203 6080 SH SOLE NONE 0 0 6080 WISDOMTREE TR US MIDCAP FUND 97717W570 3954 90984 SH SOLE NONE 0 0 90984 YUM BRANDS INC COM 988498101 216 1991 SH SOLE NONE 0 0 1991