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 | 1,558 | 65,929 | SH | SOLE | 65,929 | 0 | 0 | ||
ABBOTT LABS | COM | 002824100 | 457 | 3,862 | SH | SOLE | 3,862 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 444 | 2,739 | SH | SOLE | 2,739 | 0 | 0 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 254 | 91 | SH | SOLE | 91 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,254 | 451 | SH | SOLE | 451 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 694 | 213 | SH | SOLE | 213 | 0 | 0 | ||
AMERICAN ELEC PWR CO INC | COM | 025537101 | 216 | 2,165 | SH | SOLE | 2,165 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 3,008 | 16,084 | SH | SOLE | 16,084 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 11,625 | 66,578 | SH | SOLE | 66,578 | 0 | 0 | ||
BK OF AMERICA CORP | COM | 060505104 | 1,420 | 34,460 | SH | SOLE | 34,460 | 0 | 0 | ||
BECTON DICKINSON & CO | COM | 075887109 | 837 | 3,148 | SH | SOLE | 3,148 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 20,257 | 57,399 | SH | SOLE | 57,399 | 0 | 0 | ||
BHP GROUP LTD | SPONSORED ADS | 088606108 | 814 | 10,538 | SH | SOLE | 10,538 | 0 | 0 | ||
BOEING CO | COM | 097023105 | 481 | 2,511 | SH | SOLE | 2,511 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 673 | 9,217 | SH | SOLE | 9,217 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 1,395 | 13,787 | SH | SOLE | 13,787 | 0 | 0 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 857 | 18,687 | SH | SOLE | 18,687 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 3,937 | 24,176 | SH | SOLE | 24,176 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 1,762 | 31,607 | SH | SOLE | 31,607 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 3,767 | 60,754 | SH | SOLE | 60,754 | 0 | 0 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 274 | 3,617 | SH | SOLE | 3,617 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 276 | 2,755 | SH | SOLE | 2,755 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 231 | 401 | SH | SOLE | 401 | 0 | 0 | ||
DEERE & CO | COM | 244199105 | 916 | 2,206 | SH | SOLE | 2,206 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 2,725 | 19,864 | SH | SOLE | 19,864 | 0 | 0 | ||
DOMINION ENERGY INC | COM | 25746U109 | 2,058 | 24,224 | SH | SOLE | 24,224 | 0 | 0 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 3,589 | 32,147 | SH | SOLE | 32,147 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 949 | 12,899 | SH | SOLE | 12,899 | 0 | 0 | ||
EMERSON ELEC CO | COM | 291011104 | 220 | 2,246 | SH | SOLE | 2,246 | 0 | 0 | ||
ENBRIDGE INC | COM | 29250N105 | 261 | 5,671 | SH | SOLE | 5,671 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 3,128 | 37,869 | SH | SOLE | 37,869 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 976 | 4,219 | SH | SOLE | 4,219 | 0 | 0 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 600 | 3,438 | SH | SOLE | 3,438 | 0 | 0 | ||
GENERAL MLS INC | COM | 370334104 | 220 | 3,255 | SH | SOLE | 3,255 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 3,126 | 10,444 | SH | SOLE | 10,444 | 0 | 0 | ||
HONDA MOTOR LTD | AMERN SHS | 438128308 | 683 | 24,159 | SH | SOLE | 24,159 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 1,711 | 8,795 | SH | SOLE | 8,795 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 1,184 | 23,882 | SH | SOLE | 23,882 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 617 | 4,749 | SH | SOLE | 4,749 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 6,885 | 43,653 | SH | SOLE | 43,653 | 0 | 0 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 7,491 | 60,132 | SH | SOLE | 60,132 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 30,028 | 66,186 | SH | SOLE | 66,186 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 4,933 | 67,020 | SH | SOLE | 67,020 | 0 | 0 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 285 | 3,653 | SH | SOLE | 3,653 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 18,766 | 69,935 | SH | SOLE | 69,935 | 0 | 0 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 4,784 | 23,306 | SH | SOLE | 23,306 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 9,143 | 84,747 | SH | SOLE | 84,747 | 0 | 0 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 201 | 5,528 | SH | SOLE | 5,528 | 0 | 0 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 4,032 | 72,592 | SH | SOLE | 72,592 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 3,583 | 26,283 | SH | SOLE | 26,283 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 5,731 | 32,337 | SH | SOLE | 32,337 | 0 | 0 | ||
KELLOGG CO | COM | 487836108 | 850 | 13,184 | SH | SOLE | 13,184 | 0 | 0 | ||
KIMBERLY-CLARK CORP | COM | 494368103 | 297 | 2,413 | SH | SOLE | 2,413 | 0 | 0 | ||
KRAFT HEINZ CO | COM | 500754106 | 447 | 11,351 | SH | SOLE | 11,351 | 0 | 0 | ||
KROGER CO | COM | 501044101 | 2,662 | 46,405 | SH | SOLE | 46,405 | 0 | 0 | ||
LINCOLN NATL CORP IND | COM | 534187109 | 748 | 11,449 | SH | SOLE | 11,449 | 0 | 0 | ||
LOEWS CORP | COM | 540424108 | 1,183 | 18,252 | SH | SOLE | 18,252 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 2,141 | 10,589 | SH | SOLE | 10,589 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 1,890 | 7,645 | SH | SOLE | 7,645 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 381 | 4,647 | SH | SOLE | 4,647 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 5,335 | 17,304 | SH | SOLE | 17,304 | 0 | 0 | ||
MONDELEZ INTL INC | CL A | 609207105 | 815 | 12,983 | SH | SOLE | 12,983 | 0 | 0 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 272 | 3,214 | SH | SOLE | 3,214 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 339 | 4,095 | SH | SOLE | 4,095 | 0 | 0 | ||
OTIS WORLDWIDE CORP | COM | 68902V107 | 657 | 8,534 | SH | SOLE | 8,534 | 0 | 0 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 201 | 1,088 | SH | SOLE | 1,088 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 3,487 | 20,834 | SH | SOLE | 20,834 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 2,144 | 41,421 | SH | SOLE | 41,421 | 0 | 0 | ||
PRICE T ROWE GROUP INC | COM | 74144T108 | 765 | 5,061 | SH | SOLE | 5,061 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,294 | 21,558 | SH | SOLE | 21,558 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 1,810 | 18,274 | SH | SOLE | 18,274 | 0 | 0 | ||
ROYAL BK CDA | COM | 780087102 | 596 | 5,403 | SH | SOLE | 5,403 | 0 | 0 | ||
SHELL PLC | SPON ADS | 780259305 | 487 | 8,871 | SH | SOLE | 8,871 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 4,238 | 9,383 | SH | SOLE | 9,383 | 0 | 0 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 245 | 1,357 | SH | SOLE | 1,357 | 0 | 0 | ||
SMUCKER J M CO | COM NEW | 832696405 | 1,182 | 8,731 | SH | SOLE | 8,731 | 0 | 0 | ||
SONOCO PRODS CO | COM | 835495102 | 615 | 9,826 | SH | SOLE | 9,826 | 0 | 0 | ||
SOUTHERN CO | COM | 842587107 | 3,064 | 42,255 | SH | SOLE | 42,255 | 0 | 0 | ||
SOUTHERN FIRST BANCSHARES | COM | 842873101 | 616 | 12,107 | SH | SOLE | 12,107 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 849 | 9,328 | SH | SOLE | 9,328 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 557 | 2,085 | SH | SOLE | 2,085 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 2,665 | 12,556 | SH | SOLE | 12,556 | 0 | 0 | ||
TESLA INC | COM | 88160R101 | 330 | 306 | SH | SOLE | 306 | 0 | 0 | ||
3M CO | COM | 88579Y101 | 1,094 | 7,348 | SH | SOLE | 7,348 | 0 | 0 | ||
TRUIST FINL CORP | COM | 89832Q109 | 2,358 | 41,594 | SH | SOLE | 41,594 | 0 | 0 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 292 | 573 | SH | SOLE | 573 | 0 | 0 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 3,848 | 46,988 | SH | SOLE | 46,988 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 31,230 | 400,897 | SH | SOLE | 400,897 | 0 | 0 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 25,098 | 315,538 | SH | SOLE | 315,538 | 0 | 0 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 1,676 | 34,898 | SH | SOLE | 34,898 | 0 | 0 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 13,988 | 124,611 | SH | SOLE | 124,611 | 0 | 0 | ||
VANGUARD WORLD FDS | ENERGY ETF | 92204A306 | 4,979 | 46,517 | SH | SOLE | 46,517 | 0 | 0 | ||
VANGUARD WORLD FDS | FINANCIALS ETF | 92204A405 | 751 | 8,045 | SH | SOLE | 8,045 | 0 | 0 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 2,709 | 10,649 | SH | SOLE | 10,649 | 0 | 0 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 397 | 5,079 | SH | SOLE | 5,079 | 0 | 0 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 4,913 | 95,314 | SH | SOLE | 95,314 | 0 | 0 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 208 | 1,393 | SH | SOLE | 1,393 | 0 | 0 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 3,146 | 17,878 | SH | SOLE | 17,878 | 0 | 0 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 1,224 | 5,147 | SH | SOLE | 5,147 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 7,394 | 25,710 | SH | SOLE | 25,710 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 5,810 | 27,338 | SH | SOLE | 27,338 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 252 | 1,108 | SH | SOLE | 1,108 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 2,306 | 45,278 | SH | SOLE | 45,278 | 0 | 0 | ||
PARAMOUNT GLOBAL | CLASS B COM | 92556H206 | 217 | 5,749 | SH | SOLE | 5,749 | 0 | 0 | ||
VISA INC | COM CL A | 92826C839 | 264 | 1,192 | SH | SOLE | 1,192 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 2,344 | 15,739 | SH | SOLE | 15,739 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 432 | 9,656 | SH | SOLE | 9,656 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 1,540 | 31,786 | SH | SOLE | 31,786 | 0 | 0 |