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 |
ABBVIE INC | COM | 00287Y109 | 548 | 7,540 | SH | SOLE | 7,540 | 0 | 0 | ||
ABBOTT LABS | COM | 002824100 | 634 | 7,540 | SH | SOLE | 7,540 | 0 | 0 | ||
SPDR SERIES TRUST | SPDR BLOOMBERG | 78468R663 | 493 | 5,380 | SH | SOLE | 5,380 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 360 | 1,230 | SH | SOLE | 1,230 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 214 | 730 | SH | SOLE | 730 | 0 | 0 | ||
AVERY DENNISON CORP | COM | 053611109 | 412 | 3,559 | SH | SOLE | 3,559 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 341 | 4,450 | SH | SOLE | 4,450 | 0 | 0 | ||
ROYAL BK CDA MONTREAL QUE | COM | 780087102 | 388 | 4,891 | SH | SOLE | 4,891 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 265 | 7,968 | SH | SOLE | 7,968 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 204 | 695 | SH | SOLE | 695 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 250 | 1,175 | SH | SOLE | 1,175 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 224 | 1,123 | SH | SOLE | 1,123 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 582 | 1,988 | SH | SOLE | 1,988 | 0 | 0 | ||
ORACLE CORP | COM | 68389X105 | 285 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 550 | 7,180 | SH | SOLE | 7,180 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 249 | 850 | SH | SOLE | 850 | 0 | 0 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 246 | 1,930 | SH | SOLE | 1,930 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 244 | 1,814 | SH | SOLE | 1,814 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 258 | 880 | SH | SOLE | 880 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 234 | 800 | SH | SOLE | 800 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 264 | 900 | SH | SOLE | 900 | 0 | 0 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 222 | 1,930 | SH | SOLE | 1,930 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 267 | 910 | SH | SOLE | 910 | 0 | 0 | ||
ISHARES TR | RUS TOP 200 ETF | 464289446 | 231 | 3,400 | SH | SOLE | 3,400 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 240 | 1,600 | SH | SOLE | 1,600 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 472 | 1,610 | SH | SOLE | 1,610 | 0 | 0 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 229 | 2,600 | SH | SOLE | 2,600 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 318 | 1 | SH | SOLE | 1 | 0 | 0 | ||
AON PLC | SHS CL A | G0408V102 | 419 | 2,170 | SH | SOLE | 2,170 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 346 | 1,750 | SH | SOLE | 1,750 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 414 | 5,277 | SH | SOLE | 5,277 | 0 | 0 | ||
BB&T CORP | COM | 054937107 | 291 | 5,930 | SH | SOLE | 5,930 | 0 | 0 | ||
ALTRIA GROUP INC | COM | 02209S103 | 281 | 5,939 | SH | SOLE | 5,939 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 314 | 1,070 | SH | SOLE | 1,070 | 0 | 0 | ||
CBIZ INC | COM | 124805102 | 0 | 60,070 | SH | SOLE | 60,070 | 0 | 0 | ||
BRITISH AMERN TOB PLC | SPONSORED ADR | 110448107 | 337 | 9,662 | SH | SOLE | 9,662 | 0 | 0 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2022 CB | 46138J882 | 214 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 215 | 2,434 | SH | SOLE | 2,434 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 213 | 728 | SH | SOLE | 728 | 0 | 0 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2020 CB | 46138J502 | 211 | 9,919 | SH | SOLE | 9,919 | 0 | 0 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2021 CB | 46138J700 | 211 | 9,961 | SH | SOLE | 9,961 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 259 | 885 | SH | SOLE | 885 | 0 | 0 |