Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IWB	iShares Russell 1000 ETF	354,655	$85.86M	18.1%	$108.34	—	COM	464287622
PRF	Invesco FTSE RAFI US 1000 ETF	402,683	$64.56M	13.6%	$114.28	—	COM	46137V613
VEA	Vanguard FTSE Developed Markets ETF	1,162,806	$59.91M	12.6%	$40.23	—	COM	921943858
EFA	iShares MSCI EAFE ETF	457,812	$36.11M	7.6%	$56.78	—	COM	464287465
VWO	Vanguard FTSE Emerging Markets ETF	519,272	$28.2M	6.0%	$41.25	—	COM	922042858
STIP	iShares 0-5 Year TIPS Bond ETF	243,248	$25.86M	5.5%	$101.85	—	COM	46429B747
PRFZ	Invesco FTSE RAFI US 1500 Small-Mid ETF	128,161	$23.95M	5.1%	$112.86	—	COM	46137V597
MINT	PIMCO Enhanced Short Maturity Active ETF	157,352	$16.05M	3.4%	$101.38	—	COM	72201R833
EEM	iShares MSCI Emerging Markets ETF	225,663	$12.45M	2.6%	$42.38	—	COM	464287234
IWM	iShares Russell 2000 ETF	46,634	$10.7M	2.3%	$97.19	—	COM	464287655
AAPL	Apple Inc.	57,178	$7.831M	1.7%	$91.83	+37.7%	COM	037833100
JPST	JPMorgan Ultra-Short Income ETF	146,038	$7.41M	1.6%	$50.51	—	COM	46641Q837
IWF	iShares Russell 1000 Growth ETF	27,100	$7.357M	1.6%	$72.90	—	COM	464287614
VT	Vanguard Total World Stock Index ETF	56,754	$5.88M	1.2%	$62.10	—	COM	922042742
BSV	Vanguard Short-Term Bond ETF	69,659	$5.723M	1.2%	$78.80	—	COM	921937827
IWD	iShares Russell 1000 Value ETF	31,767	$5.039M	1.1%	$74.56	—	COM	464287598
LOW	Lowes Companies, Inc.	24,275	$4.709M	1.0%	$79.08	+127.0%	COM	548661107
VONE	Vanguard Russell 1000 ETF	21,427	$4.291M	0.9%	$143.37	—	COM	92206C730
TFC	Truist Financial Corp.	74,983	$4.162M	0.9%	$40.89	+15.1%	COM	89832Q109
IEFA	iShares Core MSCI EAFE ETF	53,547	$4.009M	0.8%	$62.50	—	COM	46432F842
MSFT	Microsoft Corp.	10,980	$2.974M	0.6%	$87.68	+179.1%	COM	594918104
VTI	Vanguard Total Stock Market ETF	9,803	$2.184M	0.5%	$172.28	—	COM	922908769
AGG	iShares Core U.S. Aggregate Bond ETF	18,223	$2.102M	0.4%	$114.84	—	COM	464287226
—	BancorpSouth, Inc.	60,117	$1.703M	0.4%	$32.69	—	COM	05971J102
BRK/B	Berkshire Hathaway Inc.	5,755	$1.599M	0.3%	$208.68	+33.9%	COM	084670702
BND	Vanguard Total Bond Market ETF	18,281	$1.57M	0.3%	$81.82	—	COM	921937835
DSI	iShares MSCI KLD 400 Social ETF	18,823	$1.559M	0.3%	$88.58	—	COM	464288570
VTV	Vanguard Value ETF	10,212	$1.404M	0.3%	$131.49	—	COM	922908744
META	Facebook Inc.	4,028	$1.401M	0.3%	$170.95	+86.4%	COM	30303M102
MMM	3M Company	6,685	$1.328M	0.3%	$120.41	+16.6%	COM	88579Y101
IVV	iShares Core S&P 500 ETF	2,974	$1.278M	0.3%	$278.48	—	COM	464287200
MCD	McDonalds Corporation	4,913	$1.135M	0.2%	$184.76	+13.3%	COM	580135101
LMT	Lockheed Martin Corp.	2,804	$1.061M	0.2%	$316.45	+7.0%	COM	539830109
DUK	Duke Energy Corp.	10,598	$1.046M	0.2%	$60.99	+37.5%	COM	26441C204
GOOG	Alphabet Inc. Cl C	378	$948K	0.2%	$56.86	+108.0%	COM	02079K107
JNJ	Johnson & Johnson Inc.	5,411	$891K	0.2%	$107.45	+34.9%	COM	478160104
TFLO	iShares Treasury Floating Rate Bond ETF	17,693	$889K	0.2%	$50.28	—	COM	46434V860
HALO	Halozyme Therapeutics, Inc.	17,950	$815K	0.2%	$16.14	+174.3%	COM	40637H109
BAC	Bank of America Corp.	19,305	$796K	0.2%	$19.09	+91.5%	COM	060505104
PG	Procter & Gamble Co.	5,849	$789K	0.2%	$101.00	+19.5%	COM	742718109
IVW	iShares S&P 500 Growth ETF	10,812	$786K	0.2%	$88.93	—	COM	464287309
GOOGL	Alphabet Inc. Cl A	314	$767K	0.2%	$56.33	+105.8%	COM	02079K305
JPM	JPMorgan Chase & Co.	4,717	$734K	0.2%	$85.85	+62.8%	COM	46625H100
IEMG	iShares Core MSCI Emerging Markets ETF	10,653	$714K	0.2%	$66.15	—	COM	46434G103
VTIP	Vanguard Short-Term Inflation-Protected Sec E	13,496	$707K	0.1%	$51.23	—	COM	922020805
INTC	Intel Corp.	12,557	$705K	0.1%	$41.42	+29.4%	COM	458140100
HD	Home Depot Inc.	2,144	$684K	0.1%	$85.37	+232.5%	COM	437076102
ALL	Allstate Corporation	5,200	$678K	0.1%	$71.48	+61.3%	COM	020002101
KO	Coca-Cola Co.	12,350	$668K	0.1%	$42.63	+10.9%	COM	191216100
XOM	Exxon Mobil Corp.	10,144	$640K	0.1%	$55.10	-9.2%	COM	30231G102
MS	Morgan Stanley	6,605	$606K	0.1%	$47.82	+54.1%	COM	617446448
VTHR	Vanguard Russell 3000 ETF	2,795	$557K	0.1%	$119.27	—	COM	92206C599
WMT	Wal-Mart Stores, Inc.	3,950	$557K	0.1%	$29.24	+49.8%	COM	931142103
OKE	ONEOK Inc.	10,000	$556K	0.1%	$43.86	-5.8%	COM	682680103
TGT	Target Corp.	2,245	$543K	0.1%	$101.76	+88.2%	COM	87612E106
TOWN	TowneBank	17,733	$539K	0.1%	$30.05	+4.4%	COM	89214P109
VTWO	Vanguard Russell 2000 ETF	5,785	$536K	0.1%	$104.49	—	COM	92206C664
STPZ	PIMCO 1-5 Year U.S. TIPS Index ETF	9,692	$534K	0.1%	$50.12	—	COM	72201R205
CSCO	Cisco Systems Inc.	9,887	$524K	0.1%	$39.22	+16.9%	COM	17275R102
—	South State Corporation	6,400	$523K	0.1%	$83.12	—	COM	840441109
AOR	iShares Core Growth Allocation ETF	8,809	$493K	0.1%	$45.34	—	COM	464289867
IBM	IBM Corp.	3,309	$485K	0.1%	$142.34	-20.3%	COM	459200101
PRK	Park National Corp.	4,092	$480K	0.1%	$109.88	+14.5%	COM	700658107
SON	Sonoco Products Co.	7,102	$475K	0.1%	$45.19	+23.9%	COM	835495102
GPN	Global Payments Inc.	2,345	$440K	0.1%	$155.39	+24.1%	COM	37940X102
WFC	Wells Fargo & Co.	8,706	$394K	0.1%	$32.86	+21.7%	COM	949746101
DVY	iShares Select Dividend ETF	3,259	$380K	0.1%	$52.69	—	COM	464287168
IWO	iShares Russell 2000 Growth ETF	1,205	$376K	0.1%	$206.95	—	COM	464287648
DFAC	Dimensional U.S. Core Equity 2 ETF	13,630	$368K	0.1%	$27.00	—	COM	25434V708
ICF	iShares Cohen & Steers REIT ETF	5,606	$366K	0.1%	$63.45	—	COM	464287564
—	Discover Financial Services	3,064	$362K	0.1%	$90.53	—	COM	254709108
TIP	iShares TIPS Bond ETF	2,812	$360K	0.1%	$128.02	—	COM	464287176
PEG	Public Service Enterprise Group Inc.	6,000	$358K	0.1%	$22.69	+133.0%	COM	744573106
D	Dominion Energy, Inc.	4,803	$353K	0.1%	$58.48	+7.2%	COM	25746U109
VBR	Vanguard Small-Cap Value ETF	1,979	$344K	0.1%	$165.66	—	COM	922908611
IWR	iShares Russell Mid-Cap ETF	4,091	$324K	0.1%	$54.31	—	COM	464287499
ESGE	iShares ESG MSCI EM ETF	6,994	$316K	0.1%	$38.36	—	COM	46434G863
IYG	iShares U.S. Financial Services ETF	1,700	$315K	0.1%	$119.41	—	COM	464287770
ESGD	iShares ESG MSCI EAFE ETF	3,975	$314K	0.1%	$73.92	—	COM	46435G516
ENB	Enbridge Inc.	7,720	$309K	0.1%	$24.36	+17.5%	COM	29250N105
YUM	YUM! Brands Inc.	2,644	$304K	0.1%	$76.84	+40.7%	COM	988498101
QCLN	First Trust NASDAQ Clean Edge Green Energy Id	4,335	$300K	0.1%	$45.17	—	COM	33733E500
SPY	SPDR S&P 500 ETF	675	$289K	0.1%	$308.65	—	COM	78462F103
IWS	iShares Russell Mid-Cap Value ETF	2,487	$286K	0.1%	$76.55	—	COM	464287473
PEP	PepsiCo Inc.	1,856	$275K	0.1%	$68.81	+83.4%	COM	713448108
XHB	SPDR S&P Homebuilders ETF	3,727	$273K	0.1%	$58.25	—	COM	78464A888
NKE	Nike Inc.	1,751	$271K	0.1%	$129.56	-3.0%	COM	654106103
WMB	Williams Companies, Inc.	10,001	$266K	0.1%	$19.18	+6.5%	COM	969457100
RSPT	Invesco S&P 500 Equal Weight Technology ETF	871	$253K	0.1%	$253.73	—	COM	46137V282
—	iShares Gold Trust ETF	7,476	$252K	0.1%	$13.63	—	COM	464285105
URTH	iShares MSCI World ETF	1,965	$249K	0.1%	$112.68	—	COM	464286392
CRM	Salesforce.com, Inc.	1,000	$244K	0.1%	$216.28	+5.3%	COM	79466L302
TSLA	Tesla Inc.	350	$238K	0.1%	$217.09	0.0%	COM	88160R101
IYH	iShares U.S. Healthcare ETF	867	$237K	0.1%	$245.67	—	COM	464287762
NSC	Norfolk Southern Corp.	888	$236K	0.0%	$204.73	+22.3%	COM	655844108
T	AT&T Inc.	8,203	$236K	0.0%	$27.15	-37.4%	COM	00206R102
COST	Costco Wholesale Corp.	588	$233K	0.0%	$309.58	+16.0%	COM	22160K105
ACN	Accenture plc	789	$233K	0.0%	$223.05	+20.2%	COM	G1151C101
MRK	Merck & Co. Inc.	2,944	$229K	0.0%	$60.72	+5.6%	COM	58933Y105
VOT	Vanguard Mid-Cap Growth ETF	919	$217K	0.0%	$236.13	—	COM	922908538
GLD	SPDR Gold Shares ETF	1,285	$213K	0.0%	$165.76	—	COM	78463V107
LOB	Live Oak Bancshares, Inc.	3,588	$212K	0.0%	$52.47	+19.6%	COM	53803X105
DHR	Danaher Corp.	789	$212K	0.0%	$217.14	0.0%	COM	235851102
IWV	iShares Russell 3000 ETF	811	$208K	0.0%	$256.47	—	COM	464287689
VBK	Vanguard Small-Cap Growth ETF	711	$206K	0.0%	$289.73	—	COM	922908595