Q4 2021 Holdings
Filed 2022-01-12 | 71 holdings | $390.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Qualcomm Inc(QCOM) | COM | 747525103 | $200 | 1,094 | 0.1% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $202 | 818 | 0.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $203 | 1,133 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $205 | 470 | 0.1% |
| Ishares TR(IAGG) | CORE INTL AGGR | 46435G672 | $206 | 3,773 | 0.1% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $208 | 971 | 0.1% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $209 | 3,435 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $225 | 3,671 | 0.1% |
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $233 | 7,656 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $238 | 842 | 0.1% |
| Mid-Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $244 | 1,064 | 0.1% |
| Ishares TR(IBB) | ISHARES BIOTECH | 464287556 | $246 | 1,610 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $273 | 1,669 | 0.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $292 | 2,562 | 0.1% |
| Southern Co(SO) | COM | 842587107 | $297 | 4,337 | 0.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $304 | 5,151 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $313 | 94 | 0.1% |
| Vanguard MUN BD FDS(VTEB) | TAX EXEMPT BD | 922907746 | $320 | 5,830 | 0.1% |
| Nucor Corp(NUE) | COM | 670346105 | $336 | 2,940 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $338 | 1,130 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $353 | 2,030 | 0.1% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $387 | 10,602 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $389 | 8,741 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $402 | 2,347 | 0.1% |
| Sonoco Prods Co(SON) | COM | 835495102 | $419 | 7,245 | 0.1% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $427 | 7,295 | 0.1% |
| Walmart Inc(WMT) | COM | 931142103 | $511 | 3,531 | 0.1% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $515 | 1,922 | 0.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $515 | 3,255 | 0.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $615 | 11,404 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $624 | 1,309 | 0.2% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $638 | 5,411 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $674 | 2,003 | 0.2% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $692 | 1,738 | 0.2% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $853 | 5,152 | 0.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $862 | 22,186 | 0.2% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $889 | 10,150 | 0.2% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $912 | 17,933 | 0.2% |
| Vanguard BD Index FDS(BLV) | LONG TERM BOND | 921937793 | $923 | 8,965 | 0.2% |
| Unified SER TR(MGMT) | BALLAST SMLMD CP | 90470L550 | $938 | 25,011 | 0.2% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $940 | 9,183 | 0.2% |
| Ameris Bancorp(ABCB) | COM | 03076K108 | $1.1K | 23,043 | 0.3% |
| Home Depot Inc(HD) | COM | 437076102 | $1.1K | 2,764 | 0.3% |
| Vanguard Scottsdale FDS(VMBS) | MTG-BKD SECS ETF | 92206C771 | $1.2K | 21,968 | 0.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $1.3K | 2,641 | 0.3% |
| Spdr Index SHS FDS(GWX) | S&P INTL SMLCP | 78463X871 | $1.3K | 33,998 | 0.3% |
| Lattice Strategies TR(ROAM) | HARTFRD EMRG ETF | 518416201 | $1.3K | 54,818 | 0.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $1.4K | 16,721 | 0.3% |
| Spdr SER TR(QUS) | MSCI USA STRTGIC | 78468R812 | $1.4K | 10,467 | 0.3% |
| Lattice Strategies TR(ROUS) | HARTFORD US EQTY | 518416409 | $1.4K | 31,697 | 0.4% |