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 | 332 | 10,981 | SH | SOLE | 0 | 0 | 10,981 | ||
APPLE INC | COM | 037833100 | 636 | 1,744 | SH | SOLE | 0 | 0 | 1,744 | ||
GLOBAL PMTS INC | COM | 37940X102 | 350 | 2,065 | SH | SOLE | 0 | 0 | 2,065 | ||
HOME DEPOT INC | COM | 437076102 | 390 | 1,556 | SH | SOLE | 0 | 0 | 1,556 | ||
INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 46137V134 | 265 | 6,517 | SH | SOLE | 0 | 0 | 6,517 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 563 | 1,818 | SH | SOLE | 0 | 0 | 1,818 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 21,574 | 182,509 | SH | SOLE | 0 | 0 | 182,509 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 454 | 2,554 | SH | SOLE | 0 | 0 | 2,554 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 424 | 3,192 | SH | SOLE | 0 | 0 | 3,192 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 14,094 | 206,383 | SH | SOLE | 0 | 0 | 206,383 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 774 | 9,479 | SH | SOLE | 0 | 0 | 9,479 | ||
ISHARES INC | MSCI GBL ETF NEW | 46434G848 | 316 | 12,893 | SH | SOLE | 0 | 0 | 12,893 | ||
ISHARES TR | ESG AWR US AGRGT | 46435U549 | 286 | 5,064 | SH | SOLE | 0 | 0 | 5,064 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 16,613 | 148,877 | SH | SOLE | 0 | 0 | 148,877 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 400 | 1,296 | SH | SOLE | 0 | 0 | 1,296 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 561 | 7,642 | SH | SOLE | 0 | 0 | 7,642 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 10,376 | 197,193 | SH | SOLE | 0 | 0 | 197,193 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 472 | 7,217 | SH | SOLE | 0 | 0 | 7,217 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 591 | 24,282 | SH | SOLE | 0 | 0 | 24,282 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,145 | 38,504 | SH | SOLE | 0 | 0 | 38,504 | ||
3M CO | COM | 88579Y101 | 266 | 1,708 | SH | SOLE | 0 | 0 | 1,708 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 20,210 | 411,033 | SH | SOLE | 0 | 0 | 411,033 | ||
VANGUARD TAX-MANAGED FDS | FTSE DEV MKT ETF | 921943858 | 5,815 | 149,916 | SH | SOLE | 0 | 0 | 149,916 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 20,377 | 406,165 | SH | SOLE | 0 | 0 | 406,165 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 273 | 5,737 | SH | SOLE | 0 | 0 | 5,737 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 18,675 | 67,005 | SH | SOLE | 0 | 0 | 67,005 | ||
VANGUARD WORLD FDS | UTILITIES ETF | 92204A876 | 210 | 1,699 | SH | SOLE | 0 | 0 | 1,699 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,099 | 52,195 | SH | SOLE | 0 | 0 | 52,195 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,078 | 12,677 | SH | SOLE | 0 | 0 | 12,677 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 419 | 2,074 | SH | SOLE | 0 | 0 | 2,074 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,667 | 11,438 | SH | SOLE | 0 | 0 | 11,438 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 13,041 | 83,316 | SH | SOLE | 0 | 0 | 83,316 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 235 | 4,265 | SH | SOLE | 0 | 0 | 4,265 | ||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 3,263 | 90,303 | SH | SOLE | 0 | 0 | 90,303 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 2,610 | 46,922 | SH | SOLE | 0 | 0 | 46,922 |