The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ABBOTT LABS COM 002824100 336 3,085 SH   SOLE   0 0 3,085
ADVANCED MICRO DEVICES INC COM 007903107 767 9,359 SH   SOLE   0 0 9,359
ALIGN TECHNOLOGY INC COM 016255101 1,289 3,938 SH   SOLE   0 0 3,938
ALLIANT ENERGY CORP COM 018802108 925 17,905 SH   SOLE   0 0 17,905
AMAZON COM INC COM 023135106 4,330 1,375 SH   SOLE   0 0 1,375
AMETEK INC COM 031100100 1,313 13,214 SH   SOLE   0 0 13,214
AMGEN INC COM 031162100 529 2,082 SH   SOLE   0 0 2,082
APPLE INC COM 037833100 17,382 150,094 SH   SOLE   0 0 150,094
ATMOS ENERGY CORP COM 049560105 882 9,225 SH   SOLE   0 0 9,225
BANK NEW YORK MELLON CORP COM 064058100 284 8,284 SH   SOLE   0 0 8,284
BANK SOUTH CAROLINA CORP COM 065066102 173 10,800 SH   SOLE   0 0 10,800
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 870 4,085 SH   SOLE   0 0 4,085
BOEING CO COM 097023105 207 1,250 SH   SOLE   0 0 1,250
BRISTOL-MYERS SQUIBB CO COM 110122108 259 4,303 SH   SOLE   0 0 4,303
CIGNA CORP NEW COM 125523100 382 2,254 SH   SOLE   0 0 2,254
CADENCE DESIGN SYSTEM INC COM 127387108 1,143 10,716 SH   SOLE   0 0 10,716
CHEVRON CORP NEW COM 166764100 399 5,541 SH   SOLE   0 0 5,541
CLOROX CO DEL COM 189054109 915 4,354 SH   SOLE   0 0 4,354
COCA COLA CO COM 191216100 306 6,207 SH   SOLE   0 0 6,207
DANAHER CORPORATION COM 235851102 260 1,206 SH   SOLE   0 0 1,206
DISNEY WALT CO COM DISNEY 254687106 1,312 10,575 SH   SOLE   0 0 10,575
DOLLAR GEN CORP NEW COM 256677105 1,248 5,955 SH   SOLE   0 0 5,955
ECOLAB INC COM 278865100 325 1,627 SH   SOLE   0 0 1,627
FASTENAL CO COM 311900104 1,026 22,746 SH   SOLE   0 0 22,746
FEDERAL RLTY INVT TR SH BEN INT NEW 313747206 1,068 14,541 SH   SOLE   0 0 14,541
FIFTH THIRD BANCORP COM 316773100 405 18,977 SH   SOLE   0 0 18,977
GAP INC COM 364760108 176 10,359 SH   SOLE   0 0 10,359
HOME DEPOT INC COM 437076102 1,034 3,725 SH   SOLE   0 0 3,725
HONEYWELL INTL INC COM 438516106 388 2,358 SH   SOLE   0 0 2,358
ILLINOIS TOOL WKS INC COM 452308109 479 2,478 SH   SOLE   0 0 2,478
INTEL CORP COM 458140100 1,620 31,288 SH   SOLE   0 0 31,288
INTERNATIONAL BUSINESS MACHS COM 459200101 274 2,255 SH   SOLE   0 0 2,255
INTERPUBLIC GROUP COS INC COM 460690100 1,043 62,555 SH   SOLE   0 0 62,555
INTUIT COM 461202103 373 1,143 SH   SOLE   0 0 1,143
ISHARES TR TIPS BD ETF 464287176 408 3,226 SH   SOLE   0 0 3,226
ISHARES TR CORE S&P500 ETF 464287200 940 2,796 SH   SOLE   0 0 2,796
ISHARES TR CORE US AGGBD ET 464287226 1,917 16,237 SH   SOLE   0 0 16,237
ISHARES TR IBOXX INV CP ETF 464287242 229 1,703 SH   SOLE   0 0 1,703
ISHARES TR 20 YR TR BD ETF 464287432 309 1,891 SH   SOLE   0 0 1,891
ISHARES TR MSCI EAFE ETF 464287465 1,591 24,994 SH   SOLE   0 0 24,994
ISHARES TR GLOBAL 100 ETF 464287572 292 5,180 SH   SOLE   0 0 5,180
ISHARES TR RUSSELL 2000 ETF 464287655 235 1,567 SH   SOLE   0 0 1,567
ISHARES TR CORE S&P SCP ETF 464287804 12,224 174,054 SH   SOLE   0 0 174,054
ISHARES TR JPMORGAN USD EMG 464288281 872 7,866 SH   SOLE   0 0 7,866
ISHARES TR NATIONAL MUN ETF 464288414 3,746 32,309 SH   SOLE   0 0 32,309
ISHARES TR CRE U S REIT ETF 464288521 1,330 30,403 SH   SOLE   0 0 30,403
JOHNSON & JOHNSON COM 478160104 799 5,365 SH   SOLE   0 0 5,365
KINROSS GOLD CORP COM 496902404 293 33,209 SH   SOLE   0 0 33,209
LENNAR CORP CL A 526057104 222 2,717 SH   SOLE   0 0 2,717
LIVONGO HEALTH INC COM 539183103 204 1,457 SH   SOLE   0 0 1,457
LOWES COS INC COM 548661107 440 2,654 SH   SOLE   0 0 2,654
LULULEMON ATHLETICA INC COM 550021109 280 851 SH   SOLE   0 0 851
MCDONALDS CORP COM 580135101 742 3,380 SH   SOLE   0 0 3,380
MICROSOFT CORP COM 594918104 4,574 21,745 SH   SOLE   0 0 21,745
NIKE INC CL B 654106103 377 3,003 SH   SOLE   0 0 3,003
NIKOLA CORP COM 654110105 499 24,349 SH   SOLE   0 0 24,349
NORDSON CORP COM 655663102 412 2,149 SH   SOLE   0 0 2,149
PEPSICO INC COM 713448108 1,133 8,174 SH   SOLE   0 0 8,174
PFIZER INC COM 717081103 720 19,630 SH   SOLE   0 0 19,630
PINNACLE WEST CAP CORP COM 723484101 1,030 13,821 SH   SOLE   0 0 13,821
PROCTER AND GAMBLE CO COM 742718109 615 4,427 SH   SOLE   0 0 4,427
PROGRESSIVE CORP COM 743315103 233 2,460 SH   SOLE   0 0 2,460
PUTNAM PREMIER INCOME TR SH BEN INT 746853100 1,066 239,569 SH   SOLE   0 0 239,569
SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 315 3,911 SH   SOLE   0 0 3,911
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 2,258 84,371 SH   SOLE   0 0 84,371
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 696 12,410 SH   SOLE   0 0 12,410
SCHWAB STRATEGIC TR US REIT ETF 808524847 2,071 58,564 SH   SOLE   0 0 58,564
SCHWAB STRATEGIC TR US TIPS ETF 808524870 389 6,312 SH   SOLE   0 0 6,312
STRYKER CORPORATION COM 863667101 243 1,165 SH   SOLE   0 0 1,165
TJX COS INC NEW COM 872540109 543 9,763 SH   SOLE   0 0 9,763
TEXAS INSTRS INC COM 882508104 212 1,484 SH   SOLE   0 0 1,484
THERMO FISHER SCIENTIFIC INC COM 883556102 914 2,071 SH   SOLE   0 0 2,071
ASML HOLDING N V N Y REGISTRY SHS N07059210 231 625 SH   SOLE   0 0 625
RAYTHEON TECHNOLOGIES CORP COM 75513E901 360 6,264 SH   SOLE   0 0 6,264
UNION PAC CORP COM 907818108 808 4,105 SH   SOLE   0 0 4,105
UNITEDHEALTH GROUP INC COM 91324P102 1,220 3,914 SH   SOLE   0 0 3,914
UNIVERSAL HLTH SVCS INC CL B 913903100 230 2,146 SH   SOLE   0 0 2,146
VANGUARD BD INDEX FDS INTERMED TERM 921937819 454 4,852 SH   SOLE   0 0 4,852
VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 17,426 197,530 SH   SOLE   0 0 197,530
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 219 713 SH   SOLE   0 0 713
VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 219 1,216 SH   SOLE   0 0 1,216
VANGUARD INDEX FDS SML CP GRW ETF 922908595 231 1,075 SH   SOLE   0 0 1,075
VANGUARD INDEX FDS VALUE ETF 922908744 7,840 75,013 SH   SOLE   0 0 75,013
VANGUARD INDEX FDS SMALL CP ETF 922908751 1,537 9,995 SH   SOLE   0 0 9,995
VANGUARD INDEX FDS TOTAL STK MKT 922908769 636 3,733 SH   SOLE   0 0 3,733
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 735 14,559 SH   SOLE   0 0 14,559
VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1,487 27,308 SH   SOLE   0 0 27,308
VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 4,086 31,757 SH   SOLE   0 0 31,757
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3,251 79,496 SH   SOLE   0 0 79,496
WELLS FARGO CO NEW COM 949746101 221 9,392 SH   SOLE   0 0 9,392
VANGUARD WORLD FD EXTENDED DUR 921910709 242 1,460 SH   SOLE   0 0 1,460
VERISIGN INC COM 92343E102 1,096 5,352 SH   SOLE   0 0 5,352
INVESCO QQQ TR UNIT SER 1 46090E103 26,097 93,928 SH   SOLE   0 0 93,928
ALPS ETF TR ALERIAN MLP 00162Q452 1,314 65,747 SH   SOLE   0 0 65,747
AT&T INC COM 00206R102 563 19,743 SH   SOLE   0 0 19,743
ABBVIE INC COM 00287Y109 368 4,201 SH   SOLE   0 0 4,201
ADOBE SYSTEMS INCORPORATED COM 00724F101 222 452 SH   SOLE   0 0 452
AKERNA CORP COM 00973W102 36 10,000 SH   SOLE   0 0 10,000
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 235 801 SH   SOLE   0 0 801
ALPHABET INC CAP STK CL C 02079K107 891 606 SH   SOLE   0 0 606
ALPHABET INC CAP STK CL A 02079K305 384 262 SH   SOLE   0 0 262
AMERICAN TOWER CORP NEW COM 03027X100 221 915 SH   SOLE   0 0 915
AMERIPRISE FINL INC COM 03076C106 1,037 6,726 SH   SOLE   0 0 6,726
BLACKSTONE GSO FLTING RTE FU COM 09256U105 1,574 114,385 SH   SOLE   0 0 114,385
BLACKSTONE GROUP INC COM CL A 09260D107 1,480 28,344 SH   SOLE   0 0 28,344
BOOKING HOLDINGS INC COM 09857L108 217 127 SH   SOLE   0 0 127
BROADCOM INC COM 11135F101 1,491 4,092 SH   SOLE   0 0 4,092
COMCAST CORP NEW CL A 20030N101 523 11,306 SH   SOLE   0 0 11,306
COSTCO WHSL CORP NEW COM 22160K105 1,250 3,520 SH   SOLE   0 0 3,520
D R HORTON INC COM 23331A109 1,372 18,137 SH   SOLE   0 0 18,137
DOMINOS PIZZA INC COM 25754A201 1,052 2,473 SH   SOLE   0 0 2,473
DUKE ENERGY CORP NEW COM NEW 26441C204 621 7,011 SH   SOLE   0 0 7,011
ETSY INC COM 29786A106 209 1,717 SH   SOLE   0 0 1,717
EXXON MOBIL CORP COM 30231G102 567 16,504 SH   SOLE   0 0 16,504
FACEBOOK INC CL A 30303M102 915 3,494 SH   SOLE   0 0 3,494
FORTUNE BRANDS HOME & SEC IN COM 34964C106 1,121 12,953 SH   SOLE   0 0 12,953
GLOBAL X FDS GLBL X MLP ETF 37954Y343 1,294 58,932 SH   SOLE   0 0 58,932
GRANITE PT MTG TR INC COM STK 38741L107 612 86,326 SH   SOLE   0 0 86,326
HANCOCK JOHN PREM DIVID FD COM SH BEN INT 41013T105 175 14,050 SH   SOLE   0 0 14,050
INTERCONTINENTAL EXCHANGE IN COM 45866F104 219 2,193 SH   SOLE   0 0 2,193
INTUITIVE SURGICAL INC COM NEW 46120E602 202 285 SH   SOLE   0 0 285
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 246 9,220 SH   SOLE   0 0 9,220
ISHARES TR CORE MSCI EAFE 46432F842 2,151 35,682 SH   SOLE   0 0 35,682
ISHARES INC CORE MSCI EMKT 46434G103 2,544 48,177 SH   SOLE   0 0 48,177
ISHARES TR CORE INTL AGGR 46435G672 2,667 47,912 SH   SOLE   0 0 47,912
JPMORGAN CHASE & CO COM 46625H100 550 5,713 SH   SOLE   0 0 5,713
JANUS DETROIT STR TR HENDERSON MTG 47103U852 271 5,048 SH   SOLE   0 0 5,048
JD.COM INC SPON ADR CL A 47215P106 2,795 36,013 SH   SOLE   0 0 36,013
MARKETAXESS HLDGS INC COM 57060D108 935 1,942 SH   SOLE   0 0 1,942
MASTERCARD INCORPORATED CL A 57636Q104 460 1,359 SH   SOLE   0 0 1,359
MERCK & CO. INC COM 58933Y105 838 10,108 SH   SOLE   0 0 10,108
NETFLIX INC COM 64110L106 2,132 4,264 SH   SOLE   0 0 4,264
NEXTERA ENERGY INC COM 65339F101 770 2,775 SH   SOLE   0 0 2,775
NVIDIA CORPORATION COM 67066G104 5,797 10,711 SH   SOLE   0 0 10,711
NUVEEN FLTNG RTE INCM OPP FD COM SHS 6706EN100 95 11,611 SH   SOLE   0 0 11,611
PAYPAL HLDGS INC COM 70450Y103 373 1,891 SH   SOLE   0 0 1,891
PENNYMAC MTG INVT TR COM 70931T103 171 10,668 SH   SOLE   0 0 10,668
PIMCO CORPORATE & INCOME STR COM 72200U100 916 58,668 SH   SOLE   0 0 58,668
SPDR S&P 500 ETF TR TR UNIT 78462F103 2,752 8,218 SH   SOLE   0 0 8,218
SPDR SER TR NUVEEN BBG BRCLY 78464A284 344 6,048 SH   SOLE   0 0 6,048
SPDR SER TR S&P SEMICNDCTR 78464A862 211 1,680 SH   SOLE   0 0 1,680
SPDR SER TR BLOOMBERG BRCLYS 78468R622 1,492 14,308 SH   SOLE   0 0 14,308
SPDR SER TR NUVEEN BRC MUNIC 78468R721 1,149 22,133 SH   SOLE   0 0 22,133
SALESFORCE COM INC COM 79466L302 309 1,229 SH   SOLE   0 0 1,229
SEA LTD SPONSORD ADS 81141R100 1,794 11,649 SH   SOLE   0 0 11,649
SHOPIFY INC CL A 82509L107 8,427 8,238 SH   SOLE   0 0 8,238
SOLAREDGE TECHNOLOGIES INC COM 83417M104 275 1,154 SH   SOLE   0 0 1,154
TESLA INC COM 88160R101 1,073 2,501 SH   SOLE   0 0 2,501
THE TRADE DESK INC COM CL A 88339J105 344 663 SH   SOLE   0 0 663
VEEVA SYS INC CL A COM 922475108 213 756 SH   SOLE   0 0 756
VERIZON COMMUNICATIONS INC COM 92343V104 300 5,039 SH   SOLE   0 0 5,039
VISA INC COM CL A 92826C839 305 1,523 SH   SOLE   0 0 1,523
WALMART INC COM 931142103 348 2,484 SH   SOLE   0 0 2,484
WASTE MGMT INC DEL COM 94106L109 316 2,796 SH   SOLE   0 0 2,796
WAYFAIR INC CL A 94419L101 221 760 SH   SOLE   0 0 760
ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 228 486 SH   SOLE   0 0 486
ACCENTURE PLC IRELAND SHS CLASS A G1151C101 272 1,205 SH   SOLE   0 0 1,205
BROOKFIELD INFRAST PARTNERS LP INT UNIT G16252101 358 7,517 SH   SOLE   0 0 7,517
WEC ENERGY GROUP INC COM 92939U106 446 4,606 SH   SOLE   0 0 4,606