0001606587-21-000879.txt : 20210726 0001606587-21-000879.hdr.sgml : 20210726 20210726103149 ACCESSION NUMBER: 0001606587-21-000879 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210726 DATE AS OF CHANGE: 20210726 EFFECTIVENESS DATE: 20210726 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: 211112848 BUSINESS ADDRESS: STREET 1: 1475 PEACHTREE ST. NE STREET 2: SUITE 750 CITY: ATLANTA STATE: GA ZIP: 30309 BUSINESS PHONE: 404-879-3000 MAIL ADDRESS: STREET 1: 1475 PEACHTREE ST. NE STREET 2: SUITE 750 CITY: ATLANTA STATE: GA ZIP: 30309 FORMER COMPANY: FORMER CONFORMED NAME: CONSOLIDATED PLANNING CORP DATE OF NAME CHANGE: 20200302 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001805250 XXXXXXXX 06-30-2021 06-30-2021 false Consolidated Planning Corp

1475 Peachtree St. NE Suite 750 Atlanta GA 30309

13F HOLDINGS REPORT 028-20227 N Robert Bordett 404-879-3000 Robert Bordett Atlanta GA 07-26-2021 0 59 135059 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ACCENTURE PLC IRELAND SHS CLASS A G1151C101 208 708 SH SOLE NONE 0 0 708 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 01881G106 328 7051 SH SOLE NONE 0 0 7051 ALPHABET INC CAP STK CL C 02079K107 375 150 SH SOLE NONE 0 0 150 ALPHABET INC CAP STK CL A 02079K305 481 197 SH SOLE NONE 0 0 197 AMAZON COM INC COM 023135106 2036 592 SH SOLE NONE 0 0 592 APARTMENT INCOME REIT CORP COM 03750L109 343 7239 SH SOLE NONE 0 0 7239 APPLE INC COM 037833100 4456 32542 SH SOLE NONE 0 0 32542 ARK ETF TR INNOVATION ETF 00214Q104 778 5954 SH SOLE NONE 0 0 5954 AUTODESK INC COM 052769106 307 1055 SH SOLE NONE 0 0 1055 AUTOZONE INC COM 053332102 253 170 SH SOLE NONE 0 0 170 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 351 1266 SH SOLE NONE 0 0 1266 BK OF AMERICA CORP COM 060505104 212 5165 SH SOLE NONE 0 0 5165 BROADCOM INC COM 11135F101 419 880 SH SOLE NONE 0 0 880 CISCO SYS INC COM 17275R102 308 5830 SH SOLE NONE 0 0 5830 COCA COLA CO COM 191216100 1799 33262 SH SOLE NONE 0 0 33262 COMCAST CORP NEW CL A 20030N101 355 6238 SH SOLE NONE 0 0 6238 FACEBOOK INC CL A 30303M102 1161 3341 SH SOLE NONE 0 0 3341 GLOBAL PMTS INC COM 37940X102 697 3719 SH SOLE NONE 0 0 3719 HOME DEPOT INC COM 437076102 2663 8351 SH SOLE NONE 0 0 8351 HONEYWELL INTL INC COM 438516106 201 917 SH SOLE NONE 0 0 917 HUBBELL INC COM 443510607 491 2629 SH SOLE NONE 0 0 2629 INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 46138G664 3088 25636 SH SOLE NONE 0 0 25636 INVESCO EXCHANGE TRADED FD T DYNMC LRG VALU 46137V738 1350 30446 SH SOLE NONE 0 0 30446 INVESCO QQQ TR UNIT SER 1 46090E103 306 865 SH SOLE NONE 0 0 865 ISHARES TR CORE S&P TTL STK 464287150 3705 37516 SH SOLE NONE 0 0 37516 ISHARES TR CORE US AGGBD ET 464287226 240 2083 SH SOLE NONE 0 0 2083 ISHARES TR MSCI EAFE ETF 464287465 260 3305 SH SOLE NONE 0 0 3305 ISHARES TR RUS 1000 GRW ETF 464287614 4710 17352 SH SOLE NONE 0 0 17352 ISHARES TR S&P MC 400VL ETF 464287705 220 2090 SH SOLE NONE 0 0 2090 ISHARES TR CORE S&P SCP ETF 464287804 5389 47701 SH SOLE NONE 0 0 47701 ISHARES TR S&P SML 600 GWT 464287887 218 1648 SH SOLE NONE 0 0 1648 ISHARES TR MSCI USA ESG SLC 464288802 3255 34070 SH SOLE NONE 0 0 34070 ISHARES TR MSCI USA MMENTM 46432F396 5388 31069 SH SOLE NONE 0 0 31069 ISHARES TR CORE MSCI EAFE 46432F842 207 2778 SH SOLE NONE 0 0 2778 JOHNSON JOHNSON COM 478160104 684 4153 SH SOLE NONE 0 0 4153 JPMORGAN CHASE CO COM 46625H100 645 4151 SH SOLE NONE 0 0 4151 LOCKHEED MARTIN CORP COM 539830109 222 589 SH SOLE NONE 0 0 589 MCDONALDS CORP COM 580135101 394 1710 SH SOLE NONE 0 0 1710 MERCK CO INC COM 58933Y105 213 2745 SH SOLE NONE 0 0 2745 MICROSOFT CORP COM 594918104 1208 4462 SH SOLE NONE 0 0 4462 NETFLIX INC COM 64110L106 629 1191 SH SOLE NONE 0 0 1191 PAYPAL HLDGS INC COM 70450Y103 428 1470 SH SOLE NONE 0 0 1470 PINTEREST INC CL A 72352L106 492 6238 SH SOLE NONE 0 0 6238 RAYMOND JAMES FINL INC COM 754730109 448 3453 SH SOLE NONE 0 0 3453 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 8945 163483 SH SOLE NONE 0 0 163483 SOUTHERN CO COM 842587107 1406 23247 SH SOLE NONE 0 0 23247 SPDR SP 500 ETF TR TR UNIT 78462F103 1511 3530 SH SOLE NONE 0 0 3530 TESLA INC COM 88160R101 605 891 SH SOLE NONE 0 0 891 TEXAS INSTRS INC COM 882508104 219 1142 SH SOLE NONE 0 0 1142 TWITTER INC COM 90184L102 230 3355 SH SOLE NONE 0 0 3355 UNITEDHEALTH GROUP INC COM 91324P102 614 1534 SH SOLE NONE 0 0 1534 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 354 901 SH SOLE NONE 0 0 901 VANGUARD INDEX FDS TOTAL STK MKT 922908769 62075 278588 SH SOLE NONE 0 0 278588 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1022 6603 SH SOLE NONE 0 0 6603 VISA INC COM CL A 92826C839 258 1106 SH SOLE NONE 0 0 1106 WALMART INC COM 931142103 574 4071 SH SOLE NONE 0 0 4071 WEYERHAEUSER CO MTN BE COM NEW 962166104 209 6080 SH SOLE NONE 0 0 6080 WISDOMTREE TR US MIDCAP FUND 97717W570 4887 93288 SH SOLE NONE 0 0 93288 YUM BRANDS INC COM 988498101 229 1991 SH SOLE NONE 0 0 1991