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 |
ADOBE INC | COM | 00724F101 | 433 | 1,912 | SH | SOLE | 0 | 0 | 1,912 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 333 | 2,117 | SH | SOLE | 0 | 0 | 2,117 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 260 | 6,162 | SH | SOLE | 0 | 0 | 6,162 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 527 | 504 | SH | SOLE | 0 | 0 | 504 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 620 | 599 | SH | SOLE | 0 | 0 | 599 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 37 | 100 | SH | Call | SOLE | 0 | 0 | 100 | |
ALTABA INC | COM | 021346101 | 447 | 7,708 | SH | SOLE | 0 | 0 | 7,708 | ||
ALTRIA GROUP INC | COM | 02209S103 | 372 | 7,529 | SH | SOLE | 0 | 0 | 7,529 | ||
AMAZON COM INC | COM | 023135106 | 1,036 | 690 | SH | SOLE | 0 | 0 | 690 | ||
AMERICAN ELEC PWR INC | COM | 025537101 | 660 | 8,832 | SH | SOLE | 0 | 0 | 8,832 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 516 | 3,265 | SH | SOLE | 0 | 0 | 3,265 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 26 | 400 | SH | Call | SOLE | 0 | 0 | 400 | |
AMERISOURCEBERGEN CORP | COM | 03073E105 | 614 | 8,249 | SH | SOLE | 0 | 0 | 8,249 | ||
AMGEN INC | COM | 031162100 | 754 | 3,872 | SH | SOLE | 0 | 0 | 3,872 | ||
APPLE INC | COM | 037833100 | 377 | 2,392 | SH | SOLE | 0 | 0 | 2,392 | ||
APPLE INC | COM | 037833100 | 24 | 300 | SH | Call | SOLE | 0 | 0 | 300 | |
BB&T CORP | COM | 054937107 | 591 | 13,644 | SH | SOLE | 0 | 0 | 13,644 | ||
BLACKROCK INC | COM | 09247X101 | 701 | 1,784 | SH | SOLE | 0 | 0 | 1,784 | ||
BOOKING HLDGS INC | COM | 09857L108 | 534 | 310 | SH | SOLE | 0 | 0 | 310 | ||
BROADCOM INC | COM | 11135F101 | 213 | 836 | SH | SOLE | 0 | 0 | 836 | ||
CERNER CORP | COM | 156782104 | 262 | 4,994 | SH | SOLE | 0 | 0 | 4,994 | ||
CIGNA CORP NEW | COM | 125523100 | 308 | 1,624 | SH | SOLE | 0 | 0 | 1,624 | ||
COCA COLA CO | COM | 191216100 | 208 | 4,387 | SH | SOLE | 0 | 0 | 4,387 | ||
DOMINION ENERGY INC | COM | 25746U109 | 829 | 11,605 | SH | SOLE | 0 | 0 | 11,605 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 916 | 10,617 | SH | SOLE | 0 | 0 | 10,617 | ||
EMERSON ELEC CO | COM | 291011104 | 470 | 7,870 | SH | SOLE | 0 | 0 | 7,870 | ||
ENBRIDGE INC | COM | 29250N105 | 875 | 28,162 | SH | SOLE | 0 | 0 | 28,162 | ||
FACEBOOK INC | CL A | 30303M102 | 946 | 7,213 | SH | SOLE | 0 | 0 | 7,213 | ||
FIDELITY | MSCI CONSM DIS | 316092204 | 390 | 10,165 | SH | SOLE | 0 | 0 | 10,165 | ||
GENERAL MLS INC | COM | 370334104 | 421 | 10,810 | SH | SOLE | 0 | 0 | 10,810 | ||
GENUINE PARTS CO | COM | 372460105 | 404 | 4,209 | SH | SOLE | 0 | 0 | 4,209 | ||
HANESBRANDS INC | COM | 410345102 | 364 | 29,049 | SH | SOLE | 0 | 0 | 29,049 | ||
HUBBELL INC | COM | 443510607 | 296 | 2,984 | SH | SOLE | 0 | 0 | 2,984 | ||
ISHARES SILVER TRUST | ISHARES | 46428Q109 | 146 | 10,076 | SH | SOLE | 0 | 0 | 10,076 | ||
ISHARES SILVER TRUST | ISHARES | 46428Q109 | 31 | 38,800 | SH | Call | SOLE | 0 | 0 | 38,800 | |
ISHARES TR | CORE S&P500 ETF | 464287200 | 331 | 1,316 | SH | SOLE | 0 | 0 | 1,316 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 203 | 1,909 | SH | SOLE | 0 | 0 | 1,909 | ||
ISHARES TR | MIN VOL EAFE ETF | 46429B689 | 3,705 | 55,577 | SH | SOLE | 0 | 0 | 55,577 | ||
ISHARES TR | MIN VOL USA ETF | 46429B697 | 223 | 4,262 | SH | SOLE | 0 | 0 | 4,262 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 383 | 6,514 | SH | SOLE | 0 | 0 | 6,514 | ||
JOHNSON & JOHNSON | COM | 478160104 | 880 | 6,821 | SH | SOLE | 0 | 0 | 6,821 | ||
JP MORGAN EXCHANGE TRADED FD | DIVERSFD EQT ETF | 46641Q845 | 12,401 | 462,128 | SH | SOLE | 0 | 0 | 462,128 | ||
JP MORGAN EXCHANGE TRADED FD | DIVERSFED RTRN | 46641Q886 | 16,869 | 295,362 | SH | SOLE | 0 | 0 | 295,362 | ||
JP MORGAN EXCHANGE TRADED FD | JPMORGAN DIVER | 46641Q407 | 16,897 | 260,482 | SH | SOLE | 0 | 0 | 260,482 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 379 | 3,887 | SH | SOLE | 0 | 0 | 3,887 | ||
LAM RESEARCH CORP | COM | 512807108 | 439 | 3,221 | SH | SOLE | 0 | 0 | 3,221 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 443 | 6,404 | SH | SOLE | 0 | 0 | 6,404 | ||
LOWES COS INC | COM | 548661107 | 508 | 5,500 | SH | SOLE | 0 | 0 | 5,500 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 391 | 2,071 | SH | SOLE | 0 | 0 | 2,071 | ||
MICROSOFT CORP | COM | 594918104 | 240 | 2,359 | SH | SOLE | 0 | 0 | 2,359 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 696 | 2,022 | SH | SOLE | 0 | 0 | 2,022 | ||
PEPSICO INC | COM | 713448108 | 598 | 5,410 | SH | SOLE | 0 | 0 | 5,410 | ||
PFIZER INC | COM | 717081103 | 870 | 19,942 | SH | SOLE | 0 | 0 | 19,942 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 624 | 9,343 | SH | SOLE | 0 | 0 | 9,343 | ||
PPL CORP | COM | 69351T106 | 281 | 9,918 | SH | SOLE | 0 | 0 | 9,918 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 961 | 10,454 | SH | SOLE | 0 | 0 | 10,454 | ||
REALTY INCOME CORP | COM | 756109104 | 1,000 | 15,858 | SH | SOLE | 0 | 0 | 15,858 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 561 | 16,515 | SH | SOLE | 0 | 0 | 16,515 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 389 | 11,842 | SH | SOLE | 0 | 0 | 11,842 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 339 | 13,423 | SH | SOLE | 0 | 0 | 13,423 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 2,503 | 36,305 | SH | SOLE | 0 | 0 | 36,305 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 17,733 | 359,778 | SH | SOLE | 0 | 0 | 359,778 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 561 | 9,398 | SH | SOLE | 0 | 0 | 9,398 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 278 | 7,220 | SH | SOLE | 0 | 0 | 7,220 | ||
SOUTHERN CO | COM | 842587107 | 600 | 13,668 | SH | SOLE | 0 | 0 | 13,668 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 554 | 12,083 | SH | SOLE | 0 | 0 | 12,083 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 307 | 6,930 | SH | SOLE | 0 | 0 | 6,930 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 243 | 4,513 | SH | SOLE | 0 | 0 | 4,513 | ||
SQUARE INC | CL A | 852234103 | 169 | 3,019 | SH | SOLE | 0 | 0 | 3,019 | ||
SQUARE INC | CL A | 852234103 | 71 | 2,000 | SH | Call | SOLE | 0 | 0 | 2,000 | |
TRIPADVISOR INC | COM | 896945201 | 243 | 4,502 | SH | SOLE | 0 | 0 | 4,502 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 611 | 6,269 | SH | SOLE | 0 | 0 | 6,269 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 247 | 991 | SH | SOLE | 0 | 0 | 991 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 571 | 4,249 | SH | SOLE | 0 | 0 | 4,249 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 682 | 7,157 | SH | SOLE | 0 | 0 | 7,157 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 217 | 4,256 | SH | SOLE | 0 | 0 | 4,256 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 352 | 9,476 | SH | SOLE | 0 | 0 | 9,476 | ||
VANGUARD WHITEHALL FDS INC | EMERG MKT BD ETF | 921946885 | 252 | 3,377 | SH | SOLE | 0 | 0 | 3,377 | ||
VENTAS INC | COM | 92276F100 | 632 | 10,792 | SH | SOLE | 0 | 0 | 10,792 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 633 | 11,259 | SH | SOLE | 0 | 0 | 11,259 | ||
VISA INC | COM CL A | 92826C839 | 184 | 1,396 | SH | SOLE | 0 | 0 | 1,396 | ||
VISA INC | COM CL A | 92826C839 | 18 | 200 | SH | Call | SOLE | 0 | 0 | 200 | |
VULCAN MATLS CO | COM | 929160109 | 473 | 4,787 | SH | SOLE | 0 | 0 | 4,787 | ||
WELLS FARGO CO NEW | COM | 949746101 | 615 | 13,343 | SH | SOLE | 0 | 0 | 13,343 | ||
WELLTOWER INC | COM | 95040Q104 | 822 | 11,849 | SH | SOLE | 0 | 0 | 11,849 |