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 | 775 | 2,910 | SH | SOLE | 0 | 0 | 2,910 | ||
ADVANCE AUTO PARTS INC | COM | 00751Y106 | 320 | 1,877 | SH | SOLE | 0 | 0 | 1,877 | ||
ALLIANT ENERGY CORP | COM | 018802108 | 240 | 5,093 | SH | SOLE | 0 | 0 | 5,093 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 862 | 735 | SH | SOLE | 0 | 0 | 735 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 977 | 830 | SH | SOLE | 0 | 0 | 830 | ||
ALTABA INC | COM | 021346101 | 828 | 11,166 | SH | SOLE | 0 | 0 | 11,166 | ||
ALTRIA GROUP INC | COM | 02209S103 | 590 | 10,278 | SH | SOLE | 0 | 0 | 10,278 | ||
AMAZON COM INC | COM | 023135106 | 2,142 | 1,203 | SH | SOLE | 0 | 0 | 1,203 | ||
AMERICAN ELEC PWR CO INC | COM | 025537101 | 778 | 9,295 | SH | SOLE | 0 | 0 | 9,295 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 920 | 4,667 | SH | SOLE | 0 | 0 | 4,667 | ||
AMERISOURCEBERGEN CORP | COM | 03073E105 | 1,019 | 12,817 | SH | SOLE | 0 | 0 | 12,817 | ||
AMGEN INC | COM | 031162100 | 785 | 4,130 | SH | SOLE | 0 | 0 | 4,130 | ||
APPLE INC | COM | 037833100 | 476 | 2,506 | SH | SOLE | 0 | 0 | 2,506 | ||
ARISTA NETWORKS INC | COM | 040413106 | 283 | 900 | SH | SOLE | 0 | 0 | 900 | ||
BB&T CORP | COM | 054937107 | 739 | 15,882 | SH | SOLE | 0 | 0 | 15,882 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 331 | 1,646 | SH | SOLE | 0 | 0 | 1,646 | ||
BLACKROCK INC | COM | 09247X101 | 1,122 | 2,625 | SH | SOLE | 0 | 0 | 2,625 | ||
BOOKING HLDGS INC | COM | 09857L108 | 674 | 386 | SH | SOLE | 0 | 0 | 386 | ||
BROADCOM INC | COM | 11135F101 | 362 | 1,205 | SH | SOLE | 0 | 0 | 1,205 | ||
CERNER CORP | COM | 156782104 | 437 | 7,636 | SH | SOLE | 0 | 0 | 7,636 | ||
CIGNA CORP NEW | COM | 125523100 | 207 | 1,286 | SH | SOLE | 0 | 0 | 1,286 | ||
COCA COLA CO | COM | 191216100 | 203 | 4,330 | SH | SOLE | 0 | 0 | 4,330 | ||
DOMINION ENERGY INC | COM | 25746U109 | 1,002 | 13,069 | SH | SOLE | 0 | 0 | 13,069 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 832 | 9,239 | SH | SOLE | 0 | 0 | 9,239 | ||
EMERSON ELEC CO | COM | 291011104 | 629 | 9,181 | SH | SOLE | 0 | 0 | 9,181 | ||
ENBRIDGE INC | COM | 29250N105 | 1,061 | 29,265 | SH | SOLE | 0 | 0 | 29,265 | ||
FACEBOOK INC | CL A | 30303M102 | 1,551 | 9,302 | SH | SOLE | 0 | 0 | 9,302 | ||
FIDELITY | MSCI CONSM DIS | 316092204 | 446 | 10,167 | SH | SOLE | 0 | 0 | 10,167 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 142 | 14,167 | SH | SOLE | 0 | 0 | 14,167 | ||
GENERAL MLS INC | COM | 370334104 | 615 | 11,890 | SH | SOLE | 0 | 0 | 11,890 | ||
GENUINE PARTS CO | COM | 372460105 | 594 | 5,302 | SH | SOLE | 0 | 0 | 5,302 | ||
HANESBRANDS INC | COM | 410345102 | 402 | 22,499 | SH | SOLE | 0 | 0 | 22,499 | ||
HUBBELL INC | COM | 443510607 | 442 | 3,746 | SH | SOLE | 0 | 0 | 3,746 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 205 | 359 | SH | SOLE | 0 | 0 | 359 | ||
ISHARES SILVER TRUST | ISHARES | 46428Q109 | 4 | 20,000 | SH | Call | SOLE | 0 | 0 | 20,000 | |
ISHARES SILVER TRUST | ISHARES | 46428Q109 | 143 | 10,076 | SH | SOLE | 0 | 0 | 10,076 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 249 | 876 | SH | SOLE | 0 | 0 | 876 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 221 | 1,282 | SH | SOLE | 0 | 0 | 1,282 | ||
ISHARES TR | MIN VOL EAFE ETF | 46429B689 | 4,150 | 57,639 | SH | SOLE | 0 | 0 | 57,639 | ||
ISHARES TR | MIN VOL USA ETF | 46429B697 | 251 | 4,262 | SH | SOLE | 0 | 0 | 4,262 | ||
JOHNSON & JOHNSON | COM | 478160104 | 939 | 6,718 | SH | SOLE | 0 | 0 | 6,718 | ||
JP MORGAN EXCHANGE TRADED FD | JPMORGAN DIVER | 46641Q407 | 17,936 | 245,198 | SH | SOLE | 0 | 0 | 245,198 | ||
JP MORGAN EXCHANGE TRADED FD | DIVERSFD EQT ETF | 46641Q845 | 13,162 | 434,249 | SH | SOLE | 0 | 0 | 434,249 | ||
JP MORGAN EXCHANGE TRADED FD | DIVERSFED RTRN | 46641Q886 | 17,801 | 273,541 | SH | SOLE | 0 | 0 | 273,541 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 394 | 3,894 | SH | SOLE | 0 | 0 | 3,894 | ||
KEURIG DR PEPPER INC | COM | 49271V100 | 304 | 10,868 | SH | SOLE | 0 | 0 | 10,868 | ||
LAM RESEARCH CORP | COM | 512807108 | 836 | 4,668 | SH | SOLE | 0 | 0 | 4,668 | ||
LAMAR ADVERTISING CO NEW | CL A | 512816109 | 396 | 4,993 | SH | SOLE | 0 | 0 | 4,993 | ||
LOWES COS INC | COM | 548661107 | 856 | 7,819 | SH | SOLE | 0 | 0 | 7,819 | ||
MASTERCARD INC | CL A | 57636Q104 | 635 | 2,696 | SH | SOLE | 0 | 0 | 2,696 | ||
METLIFE INC | COM | 59156R108 | 289 | 6,789 | SH | SOLE | 0 | 0 | 6,789 | ||
MICROSOFT CORP | COM | 594918104 | 280 | 2,374 | SH | SOLE | 0 | 0 | 2,374 | ||
NVIDIA CORP | COM | 67066G104 | 274 | 1,527 | SH | SOLE | 0 | 0 | 1,527 | ||
O REILLY AUTOMOTIVE INC NEW | COM | 67103H107 | 1,088 | 2,803 | SH | SOLE | 0 | 0 | 2,803 | ||
PEPSICO INC | COM | 713448108 | 697 | 5,690 | SH | SOLE | 0 | 0 | 5,690 | ||
PFIZER INC | COM | 717081103 | 890 | 20,957 | SH | SOLE | 0 | 0 | 20,957 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 937 | 10,599 | SH | SOLE | 0 | 0 | 10,599 | ||
PPL CORP | COM | 69351T106 | 372 | 11,709 | SH | SOLE | 0 | 0 | 11,709 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 1,090 | 10,474 | SH | SOLE | 0 | 0 | 10,474 | ||
REALTY INCOME CORP | COM | 756109104 | 1,210 | 16,452 | SH | SOLE | 0 | 0 | 16,452 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 635 | 9,398 | SH | SOLE | 0 | 0 | 9,398 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 1,999 | 25,168 | SH | SOLE | 0 | 0 | 25,168 | ||
SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | 18,512 | 338,185 | SH | SOLE | 0 | 0 | 338,185 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 3,273 | 59,094 | SH | SOLE | 0 | 0 | 59,094 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 1,377 | 19,686 | SH | SOLE | 0 | 0 | 19,686 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 202 | 7,783 | SH | SOLE | 0 | 0 | 7,783 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | 390 | 14,157 | SH | SOLE | 0 | 0 | 14,157 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 808524763 | 464 | 12,462 | SH | SOLE | 0 | 0 | 12,462 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 660 | 17,394 | SH | SOLE | 0 | 0 | 17,394 | ||
SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 338 | 7,601 | SH | SOLE | 0 | 0 | 7,601 | ||
SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | 2,021 | 40,262 | SH | SOLE | 0 | 0 | 40,262 | ||
SOUTHERN CO | COM | 842587107 | 752 | 14,557 | SH | SOLE | 0 | 0 | 14,557 | ||
SPDR SERIES TRUST | S&P 600 SMCP GRW | 78464A201 | 220 | 3,693 | SH | SOLE | 0 | 0 | 3,693 | ||
SPDR SERIES TRUST | S&P 400 MDCP GRW | 78464A821 | 540 | 10,270 | SH | SOLE | 0 | 0 | 10,270 | ||
SPDR SERIES TRUST | S&P 400 MDCP VAL | 78464A839 | 285 | 5,654 | SH | SOLE | 0 | 0 | 5,654 | ||
SQUARE INC | CL A | 852234103 | 339 | 4,519 | SH | SOLE | 0 | 0 | 4,519 | ||
THE TRADE DESK INC | COM CL A | 88339J105 | 317 | 1,600 | SH | SOLE | 0 | 0 | 1,600 | ||
TRIPADVISOR INC | COM | 896945201 | 229 | 4,452 | SH | SOLE | 0 | 0 | 4,452 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 764 | 6,833 | SH | SOLE | 0 | 0 | 6,833 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 812 | 7,527 | SH | SOLE | 0 | 0 | 7,527 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 690 | 4,413 | SH | SOLE | 0 | 0 | 4,413 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 248 | 2,304 | SH | SOLE | 0 | 0 | 2,304 | ||
VANGUARD MUN BD FD INC | TAX EXEMPT BD | 922907746 | 232 | 4,446 | SH | SOLE | 0 | 0 | 4,446 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 439 | 10,753 | SH | SOLE | 0 | 0 | 10,753 | ||
VANGUARD WHITEHALL FDS INC | EMERG MKT BD ETF | 921946885 | 279 | 3,561 | SH | SOLE | 0 | 0 | 3,561 | ||
VENTAS INC | COM | 92276F100 | 555 | 8,695 | SH | SOLE | 0 | 0 | 8,695 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 698 | 11,808 | SH | SOLE | 0 | 0 | 11,808 | ||
VISA INC | COM CL A | 92826C839 | 249 | 1,597 | SH | SOLE | 0 | 0 | 1,597 | ||
VULCAN MATLS CO | COM | 929160109 | 830 | 7,012 | SH | SOLE | 0 | 0 | 7,012 | ||
WELLS FARGO CO NEW | COM | 949746101 | 713 | 14,762 | SH | SOLE | 0 | 0 | 14,762 | ||
WELLTOWER INC | COM | 95040Q104 | 950 | 12,246 | SH | SOLE | 0 | 0 | 12,246 |