0001172661-23-001519.txt : 20230224 0001172661-23-001519.hdr.sgml : 20230224 20230224162134 ACCESSION NUMBER: 0001172661-23-001519 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230224 DATE AS OF CHANGE: 20230224 EFFECTIVENESS DATE: 20230224 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BUILDER INVESTMENT GROUP INC /ADV CENTRAL INDEX KEY: 0000727117 IRS NUMBER: 581526065 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23146 FILM NUMBER: 23667660 BUSINESS ADDRESS: STREET 1: 4401 NORTHSIDE PKWY NW STREET 2: SUITE 520 CITY: ATLANTA STATE: GA ZIP: 30327 BUSINESS PHONE: 4042339341 MAIL ADDRESS: STREET 1: 4401 NORTHSIDE PKWY NW STREET 2: SUITE 520 CITY: ATLANTA STATE: GA ZIP: 30327 FORMER COMPANY: FORMER CONFORMED NAME: REISER BUILDER & DOUGLAS INC /ADV DATE OF NAME CHANGE: 19970619 FORMER COMPANY: FORMER CONFORMED NAME: REISER CO ADV DATE OF NAME CHANGE: 19840515 FORMER COMPANY: FORMER CONFORMED NAME: BUILDER INVESTMENT GROUP INC /ADV DATE OF NAME CHANGE: 19830908 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0000727117 XXXXXXXX 12-31-2022 12-31-2022 false BUILDER INVESTMENT GROUP INC /ADV

4401 NORTHSIDE PKWY NW SUITE 520 ATLANTA GA 30327

13F HOLDINGS REPORT 028-23146 000107671 801-19907 N DALE R HAJOST 404-233-9341 /s/ DALE R HAJOST Atlanta GA 02-23-2023 0 90 210552689 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 223203 2033 SH SOLE 2033 0 0 ABBVIE INC COM 00287Y109 360875 2233 SH SOLE 2233 0 0 AFLAC INC COM 001055102 1546710 21500 SH SOLE 21500 0 0 ALPHABET INC CAP STK CL A 02079K305 308805 3500 SH SOLE 3500 0 0 AMERICAN TOWER CORP NEW COM 03027X100 224783 1061 SH SOLE 1061 0 0 AMGEN INC COM 031162100 378202 1440 SH SOLE 1440 0 0 APPLE INC COM 037833100 1421068 10937 SH SOLE 10937 0 0 APPLIED MATLS INC COM 038222105 416786 4280 SH SOLE 4280 0 0 AT&T INC COM 00206R102 821484 44622 SH SOLE 44622 0 0 BALL CORP COM 058498106 1990215 38917 SH SOLE 38917 0 0 BANK NEW YORK MELLON CORP COM 064058100 360564 7921 SH SOLE 7921 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 285733 925 SH SOLE 925 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 468711 1 SH SOLE 1 0 0 BOEING CO COM 097023105 233350 1225 SH SOLE 1225 0 0 CHEVRON CORP NEW COM 166764100 4441480 24745 SH SOLE 24745 0 0 CIGNA CORP NEW COM 125523100 3150381 9508 SH SOLE 9508 0 0 CISCO SYS INC COM 17275R102 3874492 81329 SH SOLE 81329 0 0 CLARUS CORP NEW COM 18270P109 1008550 128642 SH SOLE 128642 0 0 COCA COLA CO COM 191216100 5417791 85172 SH SOLE 85172 0 0 COMCAST CORP NEW CL A 20030N101 246259 7042 SH SOLE 7042 0 0 COPART INC COM 217204106 487120 8000 SH SOLE 8000 0 0 COSTCO WHSL CORP NEW COM 22160K105 511280 1120 SH SOLE 1120 0 0 CROWN CASTLE INC COM 22822V101 4464674 32916 SH SOLE 32916 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 9096030 363260 SH SOLE 363260 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 4182054 124912 SH SOLE 124912 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 516821 24436 SH SOLE 24436 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1412483 46463 SH SOLE 46463 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 13311117 260237 SH SOLE 260237 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1586392 72273 SH SOLE 72273 0 0 EATON VANCE ENHANCED EQUITY COM 278277108 50000 50000 SH SOLE 50000 0 0 EQUIFAX INC COM 294429105 1294049 6658 SH SOLE 6658 0 0 EQUINOX GOLD CORP COM 29446Y502 1725496 526066 SH SOLE 526066 0 0 EXXON MOBIL CORP COM 30231G102 7541321 68371 SH SOLE 68371 0 0 FARMER BROS CO COM 307675108 500000 500000 SH SOLE 500000 0 0 FISERV INC COM 337738108 5595235 55360 SH SOLE 55360 0 0 FLORA GROWTH CORP COM 339764102 4552 19999 SH SOLE 19999 0 0 GALLAGHER ARTHUR J & CO COM 363576109 1142871 6062 SH SOLE 6062 0 0 GENUINE PARTS CO COM 372460105 238576 1375 SH SOLE 1375 0 0 HALLIBURTON CO COM 406216101 6790866 172576 SH SOLE 172576 0 0 HOME DEPOT INC COM 437076102 5535199 17524 SH SOLE 17524 0 0 HONEYWELL INTL INC COM 438516106 952992 4447 SH SOLE 4447 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 348703 2475 SH SOLE 2475 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 298744 2836 SH SOLE 2836 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 266940 1925 SH SOLE 1925 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 338499 1580 SH SOLE 1580 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1599347 9173 SH SOLE 9173 0 0 ISHARES TR RUS MD CP GR ETF 464287481 711436 8510 SH SOLE 8510 0 0 ISHARES TR RUS MID CAP ETF 464287499 2242150 33242 SH SOLE 33242 0 0 ISHARES TR CORE S&P500 ETF 464287200 1655945 4310 SH SOLE 4310 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 304195 2006 SH SOLE 2006 0 0 ISHARES TR CORE US AGGBD ET 464287226 211366 2179 SH SOLE 2179 0 0 ISHARES TR MSCI EAFE ETF 464287465 1243764 18948 SH SOLE 18948 0 0 JOHNSON & JOHNSON COM 478160104 5102005 28882 SH SOLE 28882 0 0 JPMORGAN CHASE & CO COM 46625H100 324522 2420 SH SOLE 2420 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 403927 1940 SH SOLE 1940 0 0 LAM RESEARCH CORP COM 512807108 252180 600 SH SOLE 600 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 1199307 61725 SH SOLE 61725 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 1582993 83624 SH SOLE 83624 0 0 LILLY ELI & CO COM 532457108 11428842 31240 SH SOLE 31240 0 0 LOCKHEED MARTIN CORP COM 539830109 5724041 11766 SH SOLE 11766 0 0 LOWES COS INC COM 548661107 750936 3769 SH SOLE 3769 0 0 MARSH & MCLENNAN COS INC COM 571748102 6691349 40436 SH SOLE 40436 0 0 MERCK & CO INC COM 58933Y105 859113 7743 SH SOLE 7743 0 0 MICROSOFT CORP COM 594918104 8162514 34036 SH SOLE 34036 0 0 NEW PAC METALS CORP COM 64782A107 22500 10000 SH SOLE 10000 0 0 NIKE INC CL B 654106103 357232 3053 SH SOLE 3053 0 0 NOKIA CORP SPONSORED ADR 654902204 69600 15000 SH SOLE 15000 0 0 NVIDIA CORPORATION COM 67066G104 19195343 131349 SH SOLE 131349 0 0 PAN AMERN SILVER CORP COM 697900108 3652987 223561 SH SOLE 223561 0 0 PEPSICO INC COM 713448108 4077135 22568 SH SOLE 22568 0 0 PFIZER INC COM 717081103 715105 13956 SH SOLE 13956 0 0 PROCTER AND GAMBLE CO COM 742718109 706876 4664 SH SOLE 4664 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 4004982 39685 SH SOLE 39685 0 0 SCHLUMBERGER LTD COM STK 806857108 6732111 125928 SH SOLE 125928 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 256141 7952 SH SOLE 7952 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 339257 7571 SH SOLE 7571 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 219415 5416 SH SOLE 5416 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 250653 5365 SH SOLE 5365 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 602686 7978 SH SOLE 7978 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 396151 7413 SH SOLE 7413 0 0 SOUTHERN CO COM 842587107 527863 7392 SH SOLE 7392 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3390954 8867 SH SOLE 8867 0 0 TEXAS INSTRS INC COM 882508104 3997498 24195 SH SOLE 24195 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 220276 400 SH SOLE 400 0 0 TRAVELERS COMPANIES INC COM 89417E109 224988 1200 SH SOLE 1200 0 0 UNION PAC CORP COM 907818108 928916 4486 SH SOLE 4486 0 0 UNITED PARCEL SERVICE INC CL B 911312106 6567501 37779 SH SOLE 37779 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 836703 4916 SH SOLE 4916 0 0 VISA INC COM CL A 92826C839 6013821 28946 SH SOLE 28946 0 0 WALMART INC COM 931142103 424607 2995 SH SOLE 2995 0 0