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 |
JOHNSON & JOHNSON | COM | 478160104 | 338,791 | 2,161 | SH | SOLE | 0 | 0 | 2,161 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 344,688 | 7,196 | SH | SOLE | 0 | 0 | 7,196 | ||
HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 | 362,351 | 10,648 | SH | SOLE | 0 | 0 | 10,648 | ||
HOME DEPOT INC | COM | 437076102 | 618,440 | 1,785 | SH | SOLE | 0 | 0 | 1,785 | ||
METROCITY BANKSHARES INC | COM | 59165J105 | 712,145 | 29,648 | SH | SOLE | 0 | 0 | 29,648 | ||
TESLA INC | COM | 88160R101 | 749,167 | 3,015 | SH | SOLE | 0 | 0 | 3,015 | ||
SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 | 865,928 | 18,800 | SH | SOLE | 0 | 0 | 18,800 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 28,170,002 | 313,697 | SH | SOLE | 0 | 0 | 313,697 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | 33,505,819 | 727,755 | SH | SOLE | 0 | 0 | 727,755 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 92206C730 | 40,737,974 | 187,785 | SH | SOLE | 0 | 0 | 187,785 |