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 |
| 3M Company | COM | 88579Y101 | 1,168 | 6,685 | SH | SOLE | 0 | 0 | 6,685 | ||
| Accenture plc | CLASS A | G1151C101 | 206 | 789 | SH | SOLE | 0 | 0 | 789 | ||
| Allstate Corporation | COM | 020002101 | 593 | 5,398 | SH | SOLE | 0 | 0 | 5,398 | ||
| Alphabet Inc. Cl A | CLASS A | 02079K305 | 550 | 314 | SH | SOLE | 0 | 0 | 314 | ||
| Alphabet Inc. Cl C | CLASS C | 02079K107 | 662 | 378 | SH | SOLE | 0 | 0 | 378 | ||
| Apple Inc. | COM | 037833100 | 7,605 | 57,310 | SH | SOLE | 0 | 0 | 57,310 | ||
| AT&T Inc. | COM | 00206R102 | 236 | 8,203 | SH | SOLE | 0 | 0 | 8,203 | ||
| BancorpSouth, Inc. | COM | 05971J102 | 1,553 | 56,597 | SH | SOLE | 0 | 0 | 56,597 | ||
| Bank of America Corp. | COM | 060505104 | 576 | 18,989 | SH | SOLE | 0 | 0 | 18,989 | ||
| Berkshire Hathaway Inc. | COM | 084670702 | 1,334 | 5,755 | SH | SOLE | 0 | 0 | 5,755 | ||
| Invesco DB US Dollar Index Bullish Fund | COM | 46141D203 | 2 | 10,000 | SH | Call | SOLE | 0 | 0 | 0 | |
| Cisco Systems Inc. | COM | 17275R102 | 439 | 9,813 | SH | SOLE | 0 | 0 | 9,813 | ||
| Coca-Cola Co. | COM | 191216100 | 725 | 13,213 | SH | SOLE | 0 | 0 | 13,213 | ||
| Costco Wholesale Corp. | COM | 22160K105 | 221 | 587 | SH | SOLE | 0 | 0 | 587 | ||
| Discover Financial Services | COM | 254709108 | 281 | 3,104 | SH | SOLE | 0 | 0 | 3,104 | ||
| Duke Energy Corp. | COM | 26441C204 | 969 | 10,584 | SH | SOLE | 0 | 0 | 10,584 | ||
| Enbridge Inc. | COM | 29250N105 | 246 | 7,676 | SH | SOLE | 0 | 0 | 7,676 | ||
| Exxon Mobil Corp. | COM | 30231G102 | 406 | 9,839 | SH | SOLE | 0 | 0 | 9,839 | ||
| Facebook Inc. | COM | 30303M102 | 1,100 | 4,028 | SH | SOLE | 0 | 0 | 4,028 | ||
| First Trust NASDAQ Clean Edge Green Energy Id | COM | 33733E500 | 348 | 4,961 | SH | SOLE | 0 | 0 | 4,961 | ||
| Global Payments Inc. | COM | 37940X102 | 505 | 2,345 | SH | SOLE | 0 | 0 | 2,345 | ||
| Halozyme Therapeutics, Inc. | COM | 40637H109 | 767 | 17,950 | SH | SOLE | 0 | 0 | 17,950 | ||
| Home Depot Inc. | COM | 437076102 | 564 | 2,122 | SH | SOLE | 0 | 0 | 2,122 | ||
| IBM Corp. | COM | 459200101 | 417 | 3,309 | SH | SOLE | 0 | 0 | 3,309 | ||
| Intel Corp. | COM | 458140100 | 613 | 12,311 | SH | SOLE | 0 | 0 | 12,311 | ||
| Invesco FTSE RAFI US 1000 ETF | COM | 46137V613 | 53,017 | 398,025 | SH | SOLE | 0 | 0 | 398,025 | ||
| Invesco FTSE RAFI US 1500 Small-Mid ETF | COM | 46137V597 | 19,577 | 129,701 | SH | SOLE | 0 | 0 | 129,701 | ||
| Invesco S&P 500 Equal Weight Technology ETF | COM | 46137V282 | 221 | 871 | SH | SOLE | 0 | 0 | 871 | ||
| iShares 0-5 Year TIPS Bond ETF | COM | 46429B747 | 23,359 | 223,678 | SH | SOLE | 0 | 0 | 223,678 | ||
| iShares Cohen & Steers REIT ETF | COM | 464287564 | 306 | 5,678 | SH | SOLE | 0 | 0 | 5,678 | ||
| iShares Core Growth Allocation ETF | COM | 464289867 | 457 | 8,752 | SH | SOLE | 0 | 0 | 8,752 | ||
| iShares Core MSCI EAFE ETF | COM | 46432F842 | 2,512 | 36,363 | SH | SOLE | 0 | 0 | 36,363 | ||
| iShares Core S&P 500 ETF | COM | 464287200 | 1,110 | 2,956 | SH | SOLE | 0 | 0 | 2,956 | ||
| iShares Core U.S. Aggregate Bond ETF | COM | 464287226 | 1,303 | 11,025 | SH | SOLE | 0 | 0 | 11,025 | ||
| iShares ESG MSCI EAFE ETF | COM | 46435G516 | 229 | 3,129 | SH | SOLE | 0 | 0 | 3,129 | ||
| iShares ESG MSCI EM ETF | COM | 46434G863 | 250 | 5,956 | SH | SOLE | 0 | 0 | 5,956 | ||
| iShares Gold Trust ETF | COM | 464285105 | 255 | 14,054 | SH | SOLE | 0 | 0 | 14,054 | ||
| iShares MSCI EAFE ETF | COM | 464287465 | 37,844 | 518,701 | SH | SOLE | 0 | 0 | 518,701 | ||
| iShares MSCI Emerging Markets ETF | COM | 464287234 | 13,445 | 260,203 | SH | SOLE | 0 | 0 | 260,203 | ||
| iShares MSCI KLD 400 Social ETF | COM | 464288570 | 1,426 | 19,932 | SH | SOLE | 0 | 0 | 19,932 | ||
| iShares MSCI World ETF | COM | 464286392 | 215 | 1,910 | SH | SOLE | 0 | 0 | 1,910 | ||
| iShares National Muni Bond ETF | COM | 464288414 | 270 | 2,307 | SH | SOLE | 0 | 0 | 2,307 | ||
| iShares Russell 1000 ETF | COM | 464287622 | 76,101 | 359,236 | SH | SOLE | 0 | 0 | 359,236 | ||
| iShares Russell 1000 Growth ETF | COM | 464287614 | 7,252 | 30,076 | SH | SOLE | 0 | 0 | 30,076 | ||
| iShares Russell 1000 Value ETF | COM | 464287598 | 4,905 | 35,875 | SH | SOLE | 0 | 0 | 35,875 | ||
| iShares Russell 2000 ETF | COM | 464287655 | 10,153 | 51,785 | SH | SOLE | 0 | 0 | 51,785 | ||
| iShares Russell 2000 Growth ETF | COM | 464287648 | 364 | 1,268 | SH | SOLE | 0 | 0 | 1,268 | ||
| iShares Russell Mid-Cap ETF | COM | 464287499 | 294 | 4,282 | SH | SOLE | 0 | 0 | 4,282 | ||
| iShares Russell Mid-Cap Value ETF | COM | 464287473 | 263 | 2,716 | SH | SOLE | 0 | 0 | 2,716 | ||
| iShares S&P 500 Growth ETF | COM | 464287309 | 690 | 10,812 | SH | SOLE | 0 | 0 | 10,812 | ||
| iShares Select Dividend ETF | COM | 464287168 | 320 | 3,322 | SH | SOLE | 0 | 0 | 3,322 | ||
| iShares Treasury Floating Rate Bond ETF | COM | 46434V860 | 19,747 | 392,777 | SH | SOLE | 0 | 0 | 392,777 | ||
| iShares U.S. Financial Services ETF | COM | 464287770 | 255 | 1,700 | SH | SOLE | 0 | 0 | 1,700 | ||
| iShares U.S. Healthcare ETF | COM | 464287762 | 213 | 867 | SH | SOLE | 0 | 0 | 867 | ||
| Johnson & Johnson Inc. | COM | 478160104 | 846 | 5,374 | SH | SOLE | 0 | 0 | 5,374 | ||
| JPMorgan Chase & Co. | COM | 46625H100 | 596 | 4,692 | SH | SOLE | 0 | 0 | 4,692 | ||
| JPMorgan Ultra-Short Income ETF | COM | 46641Q837 | 5,360 | 105,539 | SH | SOLE | 0 | 0 | 105,539 | ||
| Lockheed Martin Corp. | COM | 539830109 | 991 | 2,792 | SH | SOLE | 0 | 0 | 2,792 | ||
| Lowes Companies, Inc. | COM | 548661107 | 3,925 | 24,455 | SH | SOLE | 0 | 0 | 24,455 | ||
| McDonalds Corporation | COM | 580135101 | 1,050 | 4,894 | SH | SOLE | 0 | 0 | 4,894 | ||
| Merck & Co. Inc. | COM | 58933Y105 | 237 | 2,894 | SH | SOLE | 0 | 0 | 2,894 | ||
| Microsoft Corp. | COM | 594918104 | 2,432 | 10,934 | SH | SOLE | 0 | 0 | 10,934 | ||
| Morgan Stanley | COM | 617446448 | 349 | 5,087 | SH | SOLE | 0 | 0 | 5,087 | ||
| Norfolk Southern Corp. | COM | 655844108 | 211 | 887 | SH | SOLE | 0 | 0 | 887 | ||
| ONEOK Inc. | COM | 682680103 | 384 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| Park National Corp. | COM | 700658107 | 430 | 4,092 | SH | SOLE | 0 | 0 | 4,092 | ||
| PepsiCo Inc. | COM | 713448108 | 274 | 1,845 | SH | SOLE | 0 | 0 | 1,845 | ||
| PIMCO 1-5 Year U.S. TIPS Index ETF | COM | 72201R205 | 529 | 9,772 | SH | SOLE | 0 | 0 | 9,772 | ||
| PIMCO Enhanced Short Maturity Active ETF | COM | 72201R833 | 12,499 | 122,494 | SH | SOLE | 0 | 0 | 122,494 | ||
| Procter & Gamble Co. | COM | 742718109 | 819 | 5,889 | SH | SOLE | 0 | 0 | 5,889 | ||
| Public Service Enterprise Group Inc. | COM | 744573106 | 350 | 6,000 | SH | SOLE | 0 | 0 | 6,000 | ||
| Salesforce.com, Inc. | COM | 79466L302 | 223 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
| Sonoco Products Co. | COM | 835495102 | 421 | 7,102 | SH | SOLE | 0 | 0 | 7,102 | ||
| South State Corporation | COM | 840441109 | 407 | 5,630 | SH | SOLE | 0 | 0 | 5,630 | ||
| SPDR S&P 500 ETF | COM | 78462F103 | 257 | 687 | SH | SOLE | 0 | 0 | 687 | ||
| SPDR S&P Homebuilders ETF | COM | 78464A888 | 206 | 3,569 | SH | SOLE | 0 | 0 | 3,569 | ||
| Target Corp. | COM | 87612E106 | 381 | 2,156 | SH | SOLE | 0 | 0 | 2,156 | ||
| TowneBank | COM | 89214P109 | 416 | 17,733 | SH | SOLE | 0 | 0 | 17,733 | ||
| Truist Financial Corp. | COM | 89832Q109 | 3,648 | 76,115 | SH | SOLE | 0 | 0 | 76,115 | ||
| Vanguard FTSE Developed Markets ETF | COM | 921943858 | 49,684 | 1,052,399 | SH | SOLE | 0 | 0 | 1,052,399 | ||
| Vanguard FTSE Emerging Markets ETF | COM | 922042858 | 23,236 | 463,698 | SH | SOLE | 0 | 0 | 463,698 | ||
| Vanguard Russell 1000 ETF | COM | 92206C730 | 2,925 | 16,694 | SH | SOLE | 0 | 0 | 16,694 | ||
| Vanguard Russell 2000 ETF | COM | 92206C664 | 529 | 3,340 | SH | SOLE | 0 | 0 | 3,340 | ||
| Vanguard Russell 3000 ETF | COM | 92206C599 | 527 | 3,028 | SH | SOLE | 0 | 0 | 3,028 | ||
| Vanguard Short-Term Bond ETF | COM | 921937827 | 9,573 | 115,481 | SH | SOLE | 0 | 0 | 115,481 | ||
| Vanguard Short-Term Inflation-Protected Sec E | COM | 922020805 | 545 | 10,667 | SH | SOLE | 0 | 0 | 10,667 | ||
| Vanguard Small-Cap Growth ETF | COM | 922908595 | 215 | 802 | SH | SOLE | 0 | 0 | 802 | ||
| Vanguard Total Bond Market ETF | COM | 921937835 | 1,616 | 18,326 | SH | SOLE | 0 | 0 | 18,326 | ||
| Vanguard Total Stock Market ETF | COM | 922908769 | 2,733 | 14,042 | SH | SOLE | 0 | 0 | 14,042 | ||
| Vanguard Total World Stock Index ETF | COM | 922042742 | 5,704 | 61,609 | SH | SOLE | 0 | 0 | 61,609 | ||
| Wal-Mart Stores, Inc. | COM | 931142103 | 569 | 3,950 | SH | SOLE | 0 | 0 | 3,950 | ||
| Wells Fargo & Co. | COM | 949746101 | 356 | 11,794 | SH | SOLE | 0 | 0 | 11,794 | ||
| Williams Companies, Inc. | COM | 969457100 | 201 | 10,001 | SH | SOLE | 0 | 0 | 10,001 | ||
| Worthington Industries | COM | 981811102 | 1,953 | 38,042 | SH | SOLE | 0 | 0 | 38,042 | ||
| YUM! Brands Inc. | COM | 988498101 | 287 | 2,642 | SH | SOLE | 0 | 0 | 2,642 | ||