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 | 334 | 11,025 | SH | SOLE | 0 | 0 | 11,025 | ||
ABBOTT LABS | COM | 002824100 | 244 | 2,033 | SH | SOLE | 0 | 0 | 2,033 | ||
APPLE INC | COM | 037833100 | 1,013 | 8,294 | SH | SOLE | 0 | 0 | 8,294 | ||
COCA COLA CO | COM | 191216100 | 215 | 4,085 | SH | SOLE | 0 | 0 | 4,085 | ||
GLOBAL PMTS INC | COM | 37940X102 | 346 | 1,718 | SH | SOLE | 0 | 0 | 1,718 | ||
HOME DEPOT INC | COM | 437076102 | 509 | 1,669 | SH | SOLE | 0 | 0 | 1,669 | ||
INVESCO EXCHANGE TRADED FD T | WILDERHIL CLAN | 46137V134 | 338 | 3,439 | SH | SOLE | 0 | 0 | 3,439 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 829 | 2,084 | SH | SOLE | 0 | 0 | 2,084 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 34,286 | 301,203 | SH | SOLE | 0 | 0 | 301,203 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 803 | 3,085 | SH | SOLE | 0 | 0 | 3,085 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 651 | 6,384 | SH | SOLE | 0 | 0 | 6,384 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 20,898 | 192,554 | SH | SOLE | 0 | 0 | 192,554 | ||
ISHARES TR | IBOXX HI YD ETF | 464288513 | 1,391 | 15,960 | SH | SOLE | 0 | 0 | 15,960 | ||
ISHARES INC | MSCI GBL ETF NEW | 46434G848 | 421 | 9,986 | SH | SOLE | 0 | 0 | 9,986 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 687 | 9,048 | SH | SOLE | 0 | 0 | 9,048 | ||
ISHARES TR | ESG AWR US AGRGT | 46435U549 | 1,588 | 29,012 | SH | SOLE | 0 | 0 | 29,012 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 220 | 617 | SH | SOLE | 0 | 0 | 617 | ||
MICROSOFT CORP | COM | 594918104 | 592 | 2,509 | SH | SOLE | 0 | 0 | 2,509 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 342 | 4,520 | SH | SOLE | 0 | 0 | 4,520 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 20,938 | 191,281 | SH | SOLE | 0 | 0 | 191,281 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 497 | 1,253 | SH | SOLE | 0 | 0 | 1,253 | ||
SPDR SER TR | PRTFLO S&P500 HI | 78468R788 | 446 | 11,573 | SH | SOLE | 0 | 0 | 11,573 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 657 | 6,796 | SH | SOLE | 0 | 0 | 6,796 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 16,804 | 225,775 | SH | SOLE | 0 | 0 | 225,775 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 666 | 6,684 | SH | SOLE | 0 | 0 | 6,684 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 620 | 19,499 | SH | SOLE | 0 | 0 | 19,499 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,392 | 36,991 | SH | SOLE | 0 | 0 | 36,991 | ||
SOUTHERN CO | COM | 842587107 | 212 | 3,408 | SH | SOLE | 0 | 0 | 3,408 | ||
TESLA INC | COM | 88160R101 | 346 | 518 | SH | SOLE | 0 | 0 | 518 | ||
3M CO | COM | 88579Y101 | 329 | 1,708 | SH | SOLE | 0 | 0 | 1,708 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 7,442 | 118,689 | SH | SOLE | 0 | 0 | 118,689 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 30,375 | 618,511 | SH | SOLE | 0 | 0 | 618,511 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 25,453 | 493,859 | SH | SOLE | 0 | 0 | 493,859 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 297 | 4,896 | SH | SOLE | 0 | 0 | 4,896 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 26,030 | 72,610 | SH | SOLE | 0 | 0 | 72,610 | ||
VANGUARD WORLD FDS | UTILITIES ETF | 92204A876 | 243 | 1,728 | SH | SOLE | 0 | 0 | 1,728 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 3,646 | 10,009 | SH | SOLE | 0 | 0 | 10,009 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 6,669 | 72,600 | SH | SOLE | 0 | 0 | 72,600 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 2,697 | 12,184 | SH | SOLE | 0 | 0 | 12,184 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 517 | 2,013 | SH | SOLE | 0 | 0 | 2,013 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 2,463 | 11,504 | SH | SOLE | 0 | 0 | 11,504 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 13,675 | 66,162 | SH | SOLE | 0 | 0 | 66,162 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 248 | 4,265 | SH | SOLE | 0 | 0 | 4,265 | ||
WISDOMTREE TR | EMER MKT HIGH FD | 97717W315 | 592 | 13,353 | SH | SOLE | 0 | 0 | 13,353 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 3,621 | 50,126 | SH | SOLE | 0 | 0 | 50,126 | ||
WISDOMTREE TR | EM EX ST-OWNED | 97717X578 | 8,467 | 208,075 | SH | SOLE | 0 | 0 | 208,075 |