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 |
ABBOTT LABS | COM | 002824100 | 4,352 | 36,838 | SH | SOLE | 36,838 | 0 | 0 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 3,125 | 9,768 | SH | SOLE | 9,768 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 2,278 | 10,711 | SH | SOLE | 10,711 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 3,250 | 19,407 | SH | SOLE | 19,407 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 205 | 1,449 | SH | SOLE | 1,449 | 0 | 0 | ||
BK OF AMERICA CORP | COM | 060505104 | 3,448 | 81,232 | SH | SOLE | 81,232 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 2,781 | 27,417 | SH | SOLE | 27,417 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 3,755 | 67,140 | SH | SOLE | 67,140 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 2,538 | 37,451 | SH | SOLE | 37,451 | 0 | 0 | ||
CROWN CASTLE INTL CORP NEW | COM | 22822V101 | 2,413 | 13,922 | SH | SOLE | 13,922 | 0 | 0 | ||
DIAGEO PLC | SPON ADR NEW | 25243Q205 | 2,558 | 13,255 | SH | SOLE | 13,255 | 0 | 0 | ||
DISNEY WALT CO | COM | 254687106 | 553 | 3,271 | SH | SOLE | 3,271 | 0 | 0 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 3,291 | 48,402 | SH | SOLE | 48,402 | 0 | 0 | ||
EASTMAN CHEM CO | COM | 277432100 | 2,421 | 24,030 | SH | SOLE | 24,030 | 0 | 0 | ||
EVERGY INC | COM | 30034W106 | 1,210 | 19,450 | SH | SOLE | 19,450 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 273 | 4,637 | SH | SOLE | 4,637 | 0 | 0 | ||
FIRST FNDTN INC | COM | 32026V104 | 206 | 7,835 | SH | SOLE | 7,835 | 0 | 0 | ||
GALLAGHER ARTHUR J & CO | COM | 363576109 | 3,767 | 25,340 | SH | SOLE | 25,340 | 0 | 0 | ||
GILEAD SCIENCES INC | COM | 375558103 | 1,898 | 27,178 | SH | SOLE | 27,178 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 54,044 | 164,637 | SH | SOLE | 164,637 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 3,987 | 18,783 | SH | SOLE | 18,783 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 976 | 3,709 | SH | SOLE | 3,709 | 0 | 0 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 936 | 8,573 | SH | SOLE | 8,573 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,401 | 3,252 | SH | SOLE | 3,252 | 0 | 0 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 574 | 4,997 | SH | SOLE | 4,997 | 0 | 0 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 877 | 11,243 | SH | SOLE | 11,243 | 0 | 0 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 1,092 | 3,984 | SH | SOLE | 3,984 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 2,476 | 15,331 | SH | SOLE | 15,331 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 4,891 | 29,877 | SH | SOLE | 29,877 | 0 | 0 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 4,000 | 18,164 | SH | SOLE | 18,164 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 4,276 | 17,734 | SH | SOLE | 17,734 | 0 | 0 | ||
MICROCHIP TECHNOLOGY INC. | COM | 595017104 | 3,508 | 22,858 | SH | SOLE | 22,858 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 4,895 | 17,363 | SH | SOLE | 17,363 | 0 | 0 | ||
NOVO-NORDISK A S | ADR | 670100205 | 4,067 | 42,355 | SH | SOLE | 42,355 | 0 | 0 | ||
NVIDIA CORPORATION | COM | 67066G104 | 255 | 1,233 | SH | SOLE | 1,233 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 2,656 | 17,655 | SH | SOLE | 17,655 | 0 | 0 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 2,904 | 14,846 | SH | SOLE | 14,846 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,120 | 22,320 | SH | SOLE | 22,320 | 0 | 0 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 1,473 | 17,135 | SH | SOLE | 17,135 | 0 | 0 | ||
ROYAL DUTCH SHELL PLC | SPON ADR B | 780259107 | 2,819 | 63,683 | SH | SOLE | 63,683 | 0 | 0 | ||
SONOCO PRODS CO | COM | 835495102 | 1,177 | 19,756 | SH | SOLE | 19,756 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 247 | 575 | SH | SOLE | 575 | 0 | 0 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 202 | 420 | SH | SOLE | 420 | 0 | 0 | ||
STARBUCKS CORP | COM | 855244109 | 286 | 2,596 | SH | SOLE | 2,596 | 0 | 0 | ||
STRYKER CORPORATION | COM | 863667101 | 344 | 1,304 | SH | SOLE | 1,304 | 0 | 0 | ||
TYSON FOODS INC | CL A | 902494103 | 1,171 | 14,828 | SH | SOLE | 14,828 | 0 | 0 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 4,114 | 22,593 | SH | SOLE | 22,593 | 0 | 0 | ||
US BANCORP DEL | COM NEW | 902973304 | 3,110 | 52,322 | SH | SOLE | 52,322 | 0 | 0 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 204 | 2,279 | SH | SOLE | 2,279 | 0 | 0 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 213 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 305 | 2,997 | SH | SOLE | 2,997 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 617 | 2,780 | SH | SOLE | 2,780 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 210 | 4,207 | SH | SOLE | 4,207 | 0 | 0 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 740 | 4,820 | SH | SOLE | 4,820 | 0 | 0 | ||
VIACOMCBS INC | CL B | 92556H206 | 2,530 | 64,023 | SH | SOLE | 64,023 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 4,555 | 98,153 | SH | SOLE | 98,153 | 0 | 0 |