Consolidated Planning Corp

Q4 2020 13F Holdings Report, Stock Holdings

Signature - Title
Robert Bordett - Secretary
Location
Atlanta, GA
Holdings as of
31 Dec 2020
Value $
$153M
Num holdings
53
Filing time
05 Feb 2021, 17:03:14
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, TLT, SPTL, FNDX, and MTUM.
Previous filing
Q3 2020 - 10 Nov 2020
Next filing
Q1 2021 - 05 May 2021
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q4 compared to 2020 Q3 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Robert Bordett Secretary Atlanta, Georgia 05 Feb 2021