Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	Apple Inc.	499,374	$46.41M	4.3%	$17.78	+4.9%	COM	037833100
—	SanDisk Corp.	290,988	$30.39M	2.8%	$83.31	—	COM	80004C101
—	General Elec Co.	1,046,520	$27.5M	2.5%	$23.29	—	COM	369604103
HAL	Halliburton Co.	382,900	$27.19M	2.5%	$34.80	+47.9%	COM	406216101
—	PTC Inc.	693,722	$26.92M	2.5%	$28.75	—	COM	69370c100
DIS	Walt Disney Co.	310,672	$26.64M	2.4%	$56.91	+29.0%	COM	254687106
QCOM	Qualcomm Inc.	328,941	$26.05M	2.4%	$45.58	+25.7%	COM	747525103
—	United Technologies	210,104	$24.26M	2.2%	$93.53	—	COM	913017109
WFC	Wells Fargo & Co.	461,346	$24.25M	2.2%	$27.56	+31.8%	COM	949746101
BWA	BorgWarner Inc.	359,587	$23.44M	2.1%	$35.63	+30.5%	COM	099724106
—	Baker Hughes Inc.	312,909	$23.3M	2.1%	$64.02	—	COM	057224107
DAL	Delta Air Lines	598,385	$23.17M	2.1%	$29.81	+10.3%	COM	247361702
ALL	Allstate	387,465	$22.75M	2.1%	$37.21	+20.6%	COM	020002101
—	Celgene	264,582	$22.72M	2.1%	$103.59	—	COM	151020104
WMT	Wal Mart Stores	299,766	$22.5M	2.1%	$20.02	+2.5%	COM	931142103
GS	Goldman Sachs Group	132,904	$22.25M	2.0%	$121.33	+6.1%	COM	38141G104
USB	U.S. Bancorp	513,650	$22.25M	2.0%	$22.58	+23.6%	COM	902973304
CVX	Chevron Corp	170,178	$22.22M	2.0%	$71.79	+5.7%	COM	166764100
CSCO	Cisco Systems	874,457	$21.73M	2.0%	$15.78	+5.5%	COM	17275R102
CVS	CVS Corp	286,926	$21.63M	2.0%	$41.46	+32.4%	COM	126650100
HD	Home Depot Inc.	263,921	$21.37M	2.0%	$57.31	+4.9%	COM	437076102
—	Visa Inc.	101,003	$21.28M	1.9%	$185.08	—	COM	92826c839
—	Merck & Co.	360,854	$20.88M	1.9%	$46.58	—	COM	58933y105
TSN	Tyson Foods, Inc.	552,494	$20.74M	1.9%	$20.49	+51.1%	COM	902494103
—	BB&T Corporation	521,547	$20.56M	1.9%	$34.08	—	COM	054937107
—	Ingram Micro Inc.	695,061	$20.3M	1.9%	$27.02	—	COM	457153104
AMGN	Amgen	169,113	$20.02M	1.8%	$74.02	+12.6%	COM	031162100
—	Valero Energy Corp.	394,658	$19.77M	1.8%	$40.37	—	COM	91913y100
—	AbbVie Inc.	348,561	$19.67M	1.8%	$42.51	—	COM	00287y109
—	Medtronic Inc.	297,973	$19M	1.7%	$52.15	—	COM	585055106
ORCL	Oracle Systems Corp	459,458	$18.62M	1.7%	$31.39	+10.4%	COM	68389X105
CAT	Caterpillar Inc Del	168,405	$18.3M	1.7%	$66.50	+17.3%	COM	149123101
—	Cardinal Health Inc.	252,176	$17.29M	1.6%	$48.24	—	COM	14149y108
PSX	Phillips 66	210,680	$16.95M	1.6%	$54.20	0.0%	COM	718546104
GD	General Dynamics	145,313	$16.94M	1.6%	$77.42	+14.3%	COM	369550108
—	Conversant, Inc.	654,491	$16.62M	1.5%	$27.41	—	COM	21249J105
—	Mylan Labs	308,581	$15.91M	1.5%	$49.71	—	COM	628530107
GILD	Gilead Sciences Inc.	191,608	$15.89M	1.5%	$53.58	+0.9%	COM	375558103
C	Citigroup Inc.	336,407	$15.84M	1.5%	$36.52	-3.0%	COM	172967424
—	Verizon Communications	313,215	$15.32M	1.4%	$49.87	—	COM	92343v104
—	Anheuser-Busch InBev	130,295	$14.98M	1.4%	$93.90	—	COM	03524a108
LYB	Lyondell Basell Ind.	152,603	$14.9M	1.4%	$49.10	+5.7%	COM	N53745100
UNP	Union Pacific Corp.	145,842	$14.55M	1.3%	$74.77	0.0%	COM	907818108
—	Kinder Morgan Energy Partners	155,905	$12.82M	1.2%	$81.65	—	COM	494550106
—	Rock-Tenn Company	120,161	$12.69M	1.2%	$105.58	—	COM	772739207
—	Foot Locker, Inc.	249,143	$12.64M	1.2%	$50.72	—	COM	344849104
GT	Goodyear Tire & Rubber	432,479	$12.01M	1.1%	$26.11	0.0%	COM	382550101
—	SunTrust Banks Inc.	288,421	$11.55M	1.1%	$40.06	—	COM	867914103
LNC	Lincoln National Corporation	191,261	$9.838M	0.9%	$33.25	-0.7%	COM	534187109
CSX	CSX Corp.	305,437	$9.41M	0.9%	$7.54	+7.4%	COM	126408103
MSFT	Microsoft Corp.	217,770	$9.081M	0.8%	$33.45	+1.5%	COM	594918104
PNW	Pinnacle West Capital	138,804	$8.028M	0.7%	$34.96	+0.4%	COM	723484101
NVR	NVR Inc.	5,516	$6.346M	0.6%	$981.59	+13.7%	COM	62944T105
—	Marathon Oil Group	152,605	$6.091M	0.6%	$34.61	—	COM	565849106
EFA	MSCI EAFE ETF	55,212	$3.774M	0.3%	$58.64	—	COM	464287465
WDC	Western Digital Corp.	40,263	$3.716M	0.3%	$35.86	+54.6%	COM	958102105
IBM	Int'l. Business Machines	18,216	$3.302M	0.3%	$116.12	-3.3%	COM	459200101
IWM	R2000 ETF	26,589	$3.159M	0.3%	$98.35	—	COM	464287655
IWR	IShares Russell Mid-Cap Index	17,891	$2.908M	0.3%	$131.15	—	COM	464287499
JPM	J. P. Morgan	50,181	$2.891M	0.3%	$36.52	+12.8%	COM	46625H100
—	Google Cl A	4,134	$2.417M	0.2%	$880.30	—	COM	38259p508
KO	Coca-Cola Co.	51,772	$2.193M	0.2%	$27.85	+0.9%	COM	191216100
—	Google Cl C	3,640	$2.094M	0.2%	$575.27	—	COM	38259p706
FCX	Freeport McMoran Copper & Gold	53,755	$1.962M	0.2%	$25.52	+15.8%	COM	35671D857
IJH	S&P 400 ETF	10,985	$1.571M	0.1%	$116.50	—	COM	464287507
—	Manitowoc Inc Com	46,500	$1.527M	0.1%	$17.91	—	COM	563571108
—	Rowe T Price Fds	115,872	$1.435M	0.1%	$12.28	—	MMF	77957t20p
DFIEX	DFA Inv. Dimension Grp	105,354	$1.405M	0.1%	$12.81	—	MMF	233203371
VWO	Vanguard Emerging	29,235	$1.26M	0.1%	$38.99	—	COM	922042858
—	Du Pont	16,857	$1.103M	0.1%	$54.60	—	COM	263534109
—	DFA Core Equity 2	59,822	$1.036M	0.1%	$14.05	—	MMF	23320339p
—	DFA Inv. Dimension Grp	32,082	$1.022M	0.1%	$30.98	—	MMF	23320384p
—	Exxon Mobil Corp.	9,539	$960K	0.1%	$90.35	—	COM	30231g102
TJX	TJX Cos. Inc.	17,110	$909K	0.1%	$25.55	-4.8%	COM	872540109
SBUX	Starbucks Corp.	11,270	$872K	0.1%	$24.54	+17.7%	COM	855244109
—	3M Company	5,430	$777K	0.1%	$109.35	—	COM	88579y101
DFCEX	DFA Inv. Dimension Grp	36,880	$767K	0.1%	$19.44	—	MMF	233203421
—	Lord Abbet Inv Tr	168,233	$765K	0.1%	$4.56	—	MMF	54391668p
IP	International Paper	14,295	$721K	0.1%	$25.91	+4.4%	COM	460146103
SPG	Simon PPTY Group	4,000	$665K	0.1%	$88.80	+5.0%	COM	828806109
COP	ConocoPhillips	7,023	$602K	0.1%	$41.67	+28.0%	COM	20825C104
—	National-Oilwell Varco Inc.	7,080	$583K	0.1%	$69.24	—	COM	637071101
BMY	Bristol Myers Squibb	10,850	$526K	0.0%	$28.67	+16.9%	COM	110122108
DE	Deere & Co.	5,375	$486K	0.0%	$68.04	+8.9%	COM	244199105
LOW	Lowe's Companies Inc.	10,060	$482K	0.0%	$32.16	+17.7%	COM	548661107
—	DFA Inv. US Small Cap.	12,998	$480K	0.0%	$35.37	—	MMF	23320381p
PFE	Pfizer Inc.	16,030	$475K	0.0%	$16.47	+6.5%	COM	717081103
FBNC	First Bancorp NC	25,886	$475K	0.0%	$11.26	+27.7%	COM	318910106
—	DFA Inv. Dim. Micro	22,980	$467K	0.0%	$20.10	—	MMF	23320350r
—	DFA Intl. Value Port.	21,410	$432K	0.0%	$19.81	—	MMF	25434d203
—	Ace Limited	3,850	$399K	0.0%	$90.64	—	COM	H0023R105
DFREX	DFA Real Estate Sec.	12,937	$391K	0.0%	$25.90	—	MMF	233203835
DFQTX	DFA Invt. Grp	22,547	$390K	0.0%	$14.05	—	MMF	233203397
HUM	Humana Inc.	2,931	$374K	0.0%	$71.14	+51.7%	COM	444859102
—	General Motors	9,350	$339K	0.0%	$34.42	—	COM	37045v100
KLAC	KLA-Tencor Corp.	4,030	$292K	0.0%	$33.95	+25.1%	COM	482480100
—	Stanley Black & Decker 5.75%	12,000	$292K	0.0%	$24.42	—	PFD	854502705
—	Duke Energy Corp.	3,655	$271K	0.0%	$67.50	—	COM	26441c204
—	BB&T Pfd 5.2%	12,000	$266K	0.0%	$23.08	—	PFD	054937602
XEL	Xcel Energy Inc.	8,100	$261K	0.0%	$19.31	+10.5%	COM	98389B100
ROST	Ross Stores Inc.	3,885	$256K	0.0%	$28.52	+7.3%	COM	778296103
—	Express Scripts, Inc.	3,661	$253K	0.0%	$61.71	—	COM	30219g108
FISV	Fiserv Inc.	4,210	$253K	0.0%	$21.93	+35.2%	COM	337738108
—	Chubb Corp	2,733	$251K	0.0%	$84.36	—	COM	171232101
—	DFA Invt. Dim. Small Cap Value	11,192	$245K	0.0%	$16.59	—	MMF	23320373r
FDX	FedEx Corp	1,575	$238K	0.0%	$81.95	+44.6%	COM	31428X106
CL	Colgate Palmolive	3,500	$238K	0.0%	$47.90	+6.9%	COM	194162103
—	HollyFrontier Corp.	5,310	$231K	0.0%	$42.78	—	COM	436106108
IWC	Ishares Micro-Cap	3,022	$230K	0.0%	$77.10	—	COM	464288869
—	Japan (iShares MSCI Index)	18,950	$228K	0.0%	$11.35	—	COM	464286848
DFISX	DFA Dim. Grp. Intl. Small Cap.	11,130	$227K	0.0%	$19.16	—	MMF	233203629
—	Lord Abbett Aff Cl A	13,854	$227K	0.0%	$14.22	—	MMF	54400110p
BFH	Alliance Data Systems	785	$220K	0.0%	$164.88	+6.6%	COM	018581108
—	Carolina Financial Group	11,000	$217K	0.0%	$29.54	—	COM	143873107
—	Walgreen Co.	2,891	$214K	0.0%	$74.02	—	COM	931422109
—	Vanguard MidCap Fd	4,578	$212K	0.0%	$42.88	—	MMF	92290844p
—	Principal MidCap Blend	9,685	$210K	0.0%	$18.02	—	MMF	74253q74p
—	JP Morgan PFD C 6.7%	8,100	$210K	0.0%	$25.31	—	PFD	48125e207
PG	Procter & Gamble	2,617	$205K	0.0%	$55.00	+6.0%	COM	742718109
—	Energy Finders Inc.	10,000	$0	0.0%	—	—	COM	29268c109