0001172661-23-001946.txt : 20230510 0001172661-23-001946.hdr.sgml : 20230510 20230510100118 ACCESSION NUMBER: 0001172661-23-001946 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 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: 23904754 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 03-31-2023 03-31-2023 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 05-10-2023 0 92 229256843 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 205862 2033 SH SOLE 2033 0 0 ABBVIE INC COM 00287Y109 355873 2233 SH SOLE 2233 0 0 AFLAC INC COM 001055102 1387180 21500 SH SOLE 21500 0 0 ALPHABET INC CAP STK CL A 02079K305 363055 3500 SH SOLE 3500 0 0 ALPHABET INC CAP STK CL C 02079K107 210080 2020 SH SOLE 2020 0 0 AMERICAN TOWER CORP NEW COM 03027X100 216805 1061 SH SOLE 1061 0 0 AMGEN INC COM 031162100 348120 1440 SH SOLE 1440 0 0 APPLE INC COM 037833100 1799428 10912 SH SOLE 10912 0 0 APPLIED MATLS INC COM 038222105 525712 4280 SH SOLE 4280 0 0 AT&T INC COM 00206R102 857041 44522 SH SOLE 44521 0 0 BALL CORP COM 058498106 2144716 38917 SH SOLE 38917 0 0 BANK NEW YORK MELLON CORP COM 064058100 359930 7921 SH SOLE 7921 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 285612 925 SH SOLE 925 0 0 BOEING CO COM 097023105 260227 1225 SH SOLE 1225 0 0 CHEVRON CORP NEW COM 166764100 3850576 23600 SH SOLE 23600 0 0 CISCO SYS INC COM 17275R102 4251449 81329 SH SOLE 81328 0 0 CLARUS CORP NEW COM 18270P109 1215745 128650 SH SOLE 128650 0 0 COCA COLA CO COM 191216100 5283219 85172 SH SOLE 85172 0 0 COMCAST CORP NEW CL A 20030N101 494422 13042 SH SOLE 13042 0 0 COPART INC COM 217204106 601680 8000 SH SOLE 8000 0 0 COSTCO WHSL CORP NEW COM 22160K105 556494 1120 SH SOLE 1120 0 0 CROWN CASTLE INC COM 22822V101 4405474 32916 SH SOLE 32915 0 0 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1501187 46577 SH SOLE 46577 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 4182054 124912 SH SOLE 124912 0 0 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 10390418 385544 SH SOLE 385544 0 0 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 13993528 265532 SH SOLE 265531 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 448308 10548 SH SOLE 10548 0 0 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1778545 77261 SH SOLE 77260 0 0 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 788167 36676 SH SOLE 36676 0 0 EATON VANCE ENHANCED EQUITY COM 278277108 50000 50000 SH SOLE 50000 0 0 EQUIFAX INC COM 294429105 1350509 6658 SH SOLE 6658 0 0 EQUINOX GOLD CORP COM 29446Y502 2931205 569166 SH SOLE 569166 0 0 EXXON MOBIL CORP COM 30231G102 7497564 68371 SH SOLE 68371 0 0 FARMER BROS CO COM 307675108 500000 500000 SH SOLE 500000 0 0 FISERV INC COM 337738108 6257341 55360 SH SOLE 55360 0 0 FLORA GROWTH CORP COM 339764102 5876 19999 SH SOLE 19999 0 0 GALLAGHER ARTHUR J & CO COM 363576109 1150132 6012 SH SOLE 6011 0 0 GENUINE PARTS CO COM 372460105 230051 1375 SH SOLE 1375 0 0 HALLIBURTON CO COM 406216101 5460305 172576 SH SOLE 172576 0 0 HOME DEPOT INC COM 437076102 5162708 17494 SH SOLE 17493 0 0 HONEYWELL INTL INC COM 438516106 849911 4447 SH SOLE 4447 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 324448 2475 SH SOLE 2475 0 0 ISHARES TR RUS MD CP GR ETF 464287481 774836 8510 SH SOLE 8510 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 386041 1580 SH SOLE 1580 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 1509086 8459 SH SOLE 8459 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 301183 2836 SH SOLE 2836 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 263764 1925 SH SOLE 1925 0 0 ISHARES TR MSCI EAFE ETF 464287465 1255605 17556 SH SOLE 17556 0 0 ISHARES TR RUS MID CAP ETF 464287499 2226395 31842 SH SOLE 31842 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 260974 1714 SH SOLE 1714 0 0 ISHARES TR CORE S&P500 ETF 464287200 1525107 3710 SH SOLE 3710 0 0 JOHNSON & JOHNSON COM 478160104 4476710 28882 SH SOLE 28882 0 0 JPMORGAN CHASE & CO COM 46625H100 315350 2420 SH SOLE 2420 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 380706 1940 SH SOLE 1940 0 0 LAM RESEARCH CORP COM 512807108 318072 600 SH SOLE 600 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 1644386 84328 SH SOLE 84327 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 1300988 63837 SH SOLE 63836 0 0 LILLY ELI & CO COM 532457108 10762783 31340 SH SOLE 31340 0 0 LOCKHEED MARTIN CORP COM 539830109 5562141 11766 SH SOLE 11766 0 0 LOWES COS INC COM 548661107 653702 3269 SH SOLE 3269 0 0 MARSH & MCLENNAN COS INC COM 571748102 6701306 40236 SH SOLE 40236 0 0 MERCK & CO INC COM 58933Y105 824270 7748 SH SOLE 7747 0 0 MICROSOFT CORP COM 594918104 9773658 33901 SH SOLE 33901 0 0 NEW PAC METALS CORP COM 64782A107 26900 10000 SH SOLE 10000 0 0 NIKE INC CL B 654106103 374420 3053 SH SOLE 3053 0 0 NOKIA CORP SPONSORED ADR 654902204 73650 15000 SH SOLE 15000 0 0 NVIDIA CORPORATION COM 67066G104 33032686 118921 SH SOLE 118921 0 0 PAN AMERN SILVER CORP COM 697900108 4323610 237561 SH SOLE 237561 0 0 PEPSICO INC COM 713448108 4114146 22568 SH SOLE 22568 0 0 PFIZER INC COM 717081103 569425 13956 SH SOLE 13956 0 0 PROCTER AND GAMBLE CO COM 742718109 693490 4664 SH SOLE 4664 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 3886486 39686 SH SOLE 39686 0 0 SCHLUMBERGER LTD COM STK 806857108 6183065 125928 SH SOLE 125928 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 583779 7979 SH SOLE 7979 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 370072 7734 SH SOLE 7734 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 276807 7954 SH SOLE 7954 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 235079 5606 SH SOLE 5606 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 265933 5464 SH SOLE 5464 0 0 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 407122 7413 SH SOLE 7413 0 0 SOUTHERN CO COM 842587107 475162 6829 SH SOLE 6829 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1893429 4625 SH SOLE 4625 0 0 TESLA INC COM 88160R101 337330 1626 SH SOLE 1626 0 0 TEXAS INSTRS INC COM 882508104 4500512 24195 SH SOLE 24195 0 0 THE CIGNA GROUP COM 125523100 2429579 9508 SH SOLE 9508 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 230548 400 SH SOLE 400 0 0 TRAVELERS COMPANIES INC COM 89417E109 205692 1200 SH SOLE 1200 0 0 UNION PAC CORP COM 907818108 902852 4486 SH SOLE 4486 0 0 UNITED PARCEL SERVICE INC CL B 911312106 8509565 43866 SH SOLE 43866 0 0 VANGUARD WORLD FDS MATERIALS ETF 92204A801 874163 4916 SH SOLE 4916 0 0 VISA INC COM CL A 92826C839 6526165 28946 SH SOLE 28946 0 0 WALMART INC COM 931142103 441556 2995 SH SOLE 2994 0 0