The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AT&T INC | COM | 00206R102 | 260 | 8,924 | SH | SOLE | 0 | 0 | 8,924 | ||
APPLE INC | COM | 037833100 | 727 | 2,859 | SH | SOLE | 0 | 0 | 2,859 | ||
BK OF AMERICA CORP | COM | 060505104 | 230 | 10,824 | SH | SOLE | 0 | 0 | 10,824 | ||
COCA COLA CO | COM | 191216100 | 2,033 | 45,946 | SH | SOLE | 0 | 0 | 45,946 | ||
FACEBOOK INC | CL A | 30303M102 | 233 | 1,399 | SH | SOLE | 0 | 0 | 1,399 | ||
HOME DEPOT INC | COM | 437076102 | 547 | 2,930 | SH | SOLE | 0 | 0 | 2,930 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | 1,758 | 19,660 | SH | SOLE | 0 | 0 | 19,660 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,125 | 12,417 | SH | SOLE | 0 | 0 | 12,417 | ||
INVESCO EXCHANGE-TRADED FD T | FTSE RAFI EMNG | 46138E727 | 161 | 10,432 | SH | SOLE | 0 | 0 | 10,432 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 1,972 | 16,720 | SH | SOLE | 0 | 0 | 16,720 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 25,263 | 219,482 | SH | SOLE | 0 | 0 | 219,482 | ||
ISHARES TR | RUS 1000 ETF | 464287622 | 728 | 7,072 | SH | SOLE | 0 | 0 | 7,072 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 514 | 5,709 | SH | SOLE | 0 | 0 | 5,709 | ||
LATTICE STRATEGIES TR | HARTFORD MLT ETF | 518416102 | 1,026 | 46,548 | SH | SOLE | 0 | 0 | 46,548 | ||
LATTICE STRATEGIES TR | HARTFRD EMRG ETF | 518416201 | 254 | 15,338 | SH | SOLE | 0 | 0 | 15,338 | ||
LATTICE STRATEGIES TR | HARTFORD US EQTY | 518416409 | 1,198 | 45,899 | SH | SOLE | 0 | 0 | 45,899 | ||
MCDONALDS CORP | COM | 580135101 | 295 | 1,786 | SH | SOLE | 0 | 0 | 1,786 | ||
MICROSOFT CORP | COM | 594918104 | 558 | 3,541 | SH | SOLE | 0 | 0 | 3,541 | ||
PEPSICO INC | COM | 713448108 | 486 | 4,047 | SH | SOLE | 0 | 0 | 4,047 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 473 | 1,835 | SH | SOLE | 0 | 0 | 1,835 | ||
SPDR GOLD TRUST | GOLD SHS | 78463V107 | 250 | 1,690 | SH | SOLE | 0 | 0 | 1,690 | ||
SPDR INDEX SHS FDS | S&P INTL SMLCP | 78463X871 | 1,216 | 53,478 | SH | SOLE | 0 | 0 | 53,478 | ||
SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | 218 | 6,091 | SH | SOLE | 0 | 0 | 6,091 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 202 | 3,306 | SH | SOLE | 0 | 0 | 3,306 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 689 | 33,320 | SH | SOLE | 0 | 0 | 33,320 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 4,948 | 210,713 | SH | SOLE | 0 | 0 | 210,713 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 428 | 16,578 | SH | SOLE | 0 | 0 | 16,578 | ||
SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | 969 | 17,863 | SH | SOLE | 0 | 0 | 17,863 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 8,078 | 140,470 | SH | SOLE | 0 | 0 | 140,470 | ||
SONOCO PRODS CO | COM | 835495102 | 336 | 7,245 | SH | SOLE | 0 | 0 | 7,245 | ||
SOUTHERN CO | COM | 842587107 | 423 | 7,806 | SH | SOLE | 0 | 0 | 7,806 | ||
TRUIST FINL CORP | COM | 89832Q109 | 225 | 7,295 | SH | SOLE | 0 | 0 | 7,295 | ||
VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | 449 | 4,212 | SH | SOLE | 0 | 0 | 4,212 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 518 | 5,796 | SH | SOLE | 0 | 0 | 5,796 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 846 | 10,289 | SH | SOLE | 0 | 0 | 10,289 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 4,296 | 50,330 | SH | SOLE | 0 | 0 | 50,330 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 2,430 | 82,081 | SH | SOLE | 0 | 0 | 82,081 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 15,644 | 278,064 | SH | SOLE | 0 | 0 | 278,064 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 5,885 | 175,413 | SH | SOLE | 0 | 0 | 175,413 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 469 | 7,530 | SH | SOLE | 0 | 0 | 7,530 | ||
VANGUARD SCOTTSDALE FDS | MORTG-BACK SEC | 92206C771 | 461 | 8,459 | SH | SOLE | 0 | 0 | 8,459 | ||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 14,455 | 165,975 | SH | SOLE | 0 | 0 | 165,975 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 1,392 | 26,321 | SH | SOLE | 0 | 0 | 26,321 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 5,339 | 45,083 | SH | SOLE | 0 | 0 | 45,083 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 918 | 5,861 | SH | SOLE | 0 | 0 | 5,861 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 769 | 8,638 | SH | SOLE | 0 | 0 | 8,638 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,870 | 25,212 | SH | SOLE | 0 | 0 | 25,212 | ||
WALMART INC | COM | 931142103 | 371 | 3,269 | SH | SOLE | 0 | 0 | 3,269 |