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CIK 0001767040 • 6 13F filings • May 14, 2025 – Aug 17, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $314K | 0.2%Prev: 0.2% | 1,964 SH | Increased |
| ABBOTT LABS | COM | $4.9M | 2.4%Prev: 2.6% | 39,312 SH | Decreased+585 SH |
| ABBVIE INC | COM | $6.5M | 3.2%Prev: 3.3% | 28,467 SH | Decreased+175 SH |
| AIR PRODS & CHEMS INC | COM | $284K | 0.1%Prev: 0.2% | 1,150 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $7.7M | 3.8%Prev: 3.2% | 24,488 SH | Increased-1,402 SH |
| ALPHABET INC | CAP STK CL C | $322K | 0.2%Prev: 0.1% | 1,025 SH | Increased-75 SH |
| ALTRIA GROUP INC | COM | $799K | 0.4%Prev: 0.5% | 13,855 SH | Decreased |
| AMAZON COM INC | COM | $1.0M | 0.5%Prev: 0.3% | 4,490 SH | Increased+1,650 SH |
| AMERICAN EXPRESS CO | COM | $1.5M | 0.7%Prev: 0.7% | 4,123 SH | Increased |
| AMERIPRISE FINL INC | COM | $245K | 0.1%Prev: 0.1% | 500 SH | Decreased |
| APPLE INC | COM | $5.4M | 2.7%Prev: 2.6% | 19,957 SH | Increased-345 SH |
| AUTOZONE INC | COM | $339K | 0.2%Prev: 0.2% | 100 SH | Decreased |
| BANK AMER CORP | COM | $2.2M | 1.1%Prev: 1.0% | 39,747 SH | Increased+600 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $1.5M | 0.7%Prev: 0.8% | 2 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B | $746K | 0.4%Prev: 0.4% | 1,485 SH | Decreased |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $2.7M | 1.3%Prev: 1.1% | 51,925 SH | Increased+9,880 SH |
| BRISTOL MYERS SQUIBB CO | COM | $395K | 0.2%Prev: 0.2% | 7,329 SH | Increased+185 SH |
| BROADCOM INC | COM | $1.1M | 0.6%Prev: 0.5% | 3,260 SH | Increased |
| CAPITAL ONE FINL CORP | COM | $2.3M | 1.2%Prev: 0.8% | 9,690 SH | Increased+2,123 SH |
| CHEVRON CORP NEW | COM | $4.9M | 2.4%Prev: 2.5% | 32,069 SH | Decreased-88 SH |
| CHUBB LIMITED | COM | $2.5M | 1.2%Prev: 1.2% | 8,058 SH | Increased |
| CISCO SYS INC | COM | $4.6M | 2.3%Prev: 1.9% | 59,902 SH | Increased+4,742 SH |
| COCA COLA CO | COM | $6.6M | 3.3%Prev: 3.2% | 94,817 SH | Increased+157 SH |
| CSX CORP | COM | $860K | 0.4%Prev: 0.4% | 23,737 SH | Increased |
| DOLLAR GEN CORP NEW | COM | $1.2M | 0.6%Prev: 0.4% | 9,125 SH | Increased+1,535 SH |
| DUKE ENERGY CORP NEW | COM NEW | $1.5M | 0.7%Prev: 0.8% | 12,582 SH | Decreased+150 SH |
| DUPONT DE NEMOURS INC | COM | $428K | 0.2%Prev: 0.4% | 10,658 SH | Decreased+250 SH |
| EMERSON ELEC CO | COM | $785K | 0.4%Prev: 0.4% | 5,917 SH | Increased |
| ENBRIDGE INC | COM | $347K | 0.2%Prev: 0.2% | 7,254 SH | Decreased |
| ENCOMPASS HEALTH CORP | COM | $451K | 0.2%Prev: 0.2% | 4,245 SH | Increased+700 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $214K | 0.1%Prev: 0.1% | 6,665 SH | Increased |
| EXXON MOBIL CORP | COM | $5.4M | 2.7%Prev: 2.5% | 44,916 SH | Increased+350 SH |
| GE AEROSPACE | COM NEW | $1.4M | 0.7%Prev: 0.7% | 4,390 SH | Increased |
| GE VERNOVA INC | COM | $622K | 0.3%Prev: 0.3% | 951 SH | Increased |
| GENERAL DYNAMICS CORP | COM | $374K | 0.2%Prev: 0.2% | 1,111 SH | Decreased |
| GENERAL MLS INC | COM | $608K | 0.3%Prev: 0.3% | 13,086 SH | Decreased+610 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $2.5M | 1.2%Prev: 1.2% | 24,840 SH | Increased+1,850 SH |
| HOME DEPOT INC | COM | $3.7M | 1.8%Prev: 2.2% | 10,676 SH | Decreased+32 SH |
| HONEYWELL INTL INC | COM | $3.9M | 1.9%Prev: 2.1% | 19,872 SH | Decreased+312 SH |
| INTERDIGITAL INC | COM | $215K | 0.1%Prev: 0.1% | 675 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $3.3M | 1.6%Prev: 1.6% | 11,202 SH | Increased-50 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 EQL UTL | $339K | 0.2%Prev: 0.2% | 4,535 SH | Decreased-500 SH |
| INVESCO QQQ TR | UNIT SER 1 | $310K | 0.2%Prev: 0.2% | 505 SH | Increased |
| ISHARES GOLD TRUST | ISHARES | $493K | 0.2%Prev: 0.2% | 6,076 SH | Increased+125 SH |
| ISHARES TR | CORE DIVID ETF | $232K | 0.1% | 4,360 SH | New |
| ISHARES TR | CORE HIGH DV ETF | $510K | 0.3%Prev: 0.3% | 4,194 SH | Decreased |
| ISHARES TR | CORE S&P500 ETF | $952K | 0.5%Prev: 0.5% | 1,390 SH | Decreased-135 SH |
| ISHARES TR | CORE US AGGBD ET | $1.3M | 0.6%Prev: 0.6% | 12,800 SH | Increased+200 SH |
| ISHARES TR | GLOBAL TECH ETF | $735K | 0.4%Prev: 0.5% | 7,000 SH | Decreased-2,000 SH |
| ISHARES TR | PFD AND INCM SEC | $901K | 0.4% | 29,100 SH | New |
| ISHARES U S ETF TR | SHORT DURATION B | $2.2M | 1.1%Prev: 0.4% | 43,903 SH | Increased+27,978 SH |
| JOHNSON & JOHNSON | COM | $7.3M | 3.6%Prev: 3.3% | 35,067 SH | Increased-171 SH |
| JP MORGAN EXCHANGE-TRADED F | ULTRA SHRT INC | $4.0M | 2.0%Prev: 1.9% | 78,652 SH | Increased+3,570 SH |
| JPMORGAN CHASE & CO | COM | $9.1M | 4.5%Prev: 4.5% | 28,228 SH | Increased+10 SH |
| KLA CORP | COM NEW | $638K | 0.3%Prev: 0.3% | 525 SH | Increased |
| LILLY ELI & CO | COM | $3.0M | 1.5%Prev: 1.2% | 2,824 SH | Increased-354 SH |
| LOCKHEED MARTIN CORP | COM | $2.2M | 1.1%Prev: 1.2% | 4,598 SH | Decreased-49 SH |
| LOWES COS INC | COM | $2.6M | 1.3%Prev: 1.3% | 10,949 SH | Decreased+385 SH |
| MCDONALDS CORP | COM | $325K | 0.2%Prev: 0.2% | 1,062 SH | Increased |
| MERCK & CO INC | COM | $3.4M | 1.7%Prev: 1.4% | 32,184 SH | Increased-15 SH |
| META PLATFORMS INC | CL A | $281K | 0.1% | 426 SH | New |
| MICROSOFT CORP | COM | $9.3M | 4.6%Prev: 5.0% | 19,303 SH | Decreased+200 SH |
| MONDELEZ INTL INC | COM | $1.3M | 0.6%Prev: 0.7% | 23,505 SH | Decreased+500 SH |
| NEXTERA ENERGY INC | COM | $1.4M | 0.7%Prev: 0.7% | 17,745 SH | Increased-150 SH |
| NORFOLK SOUTHERN CORP | COM | $1.8M | 0.9%Prev: 1.0% | 6,381 SH | Decreased+67 SH |
| NVIDIA CORPORATION | COM | $493K | 0.2%Prev: 0.2% | 2,643 SH | Increased+725 SH |
| ORACLE CORP | COM | $2.5M | 1.2%Prev: 2.1% | 12,882 SH | Decreased-1,590 SH |
| PAYPAL HLDGS INC | COM | $743K | 0.4%Prev: 0.9% | 12,735 SH | Decreased-14,005 SH |
| PEPSICO INC | COM | $3.9M | 1.9%Prev: 1.8% | 27,273 SH | Increased+2,016 SH |
| PHILIP MORRIS INTL INC | COM | $954K | 0.5%Prev: 0.5% | 5,950 SH | Decreased |
| PHILLIPS 66 | COM | $269K | 0.1%Prev: 0.1% | 2,085 SH | Decreased+100 SH |
| PINNACLE FINL PARTNERS INC | COM | $2.7M | 1.3%Prev: 1.2% | 28,124 SH | Increased+3,913 SH |
| PROCTER AND GAMBLE CO | COM | $2.2M | 1.1%Prev: 1.2% | 15,128 SH | Decreased+297 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $435K | 0.2% | 5,325 SH | New |
| QUALCOMM INC | COM | $3.1M | 1.5%Prev: 1.5% | 17,908 SH | Increased+200 SH |
| REGIONS FINL CORP NEW | COM | $409K | 0.2%Prev: 0.2% | 15,084 SH | Increased |
| RTX CORPORATION | COM | $2.1M | 1.0%Prev: 1.0% | 11,427 SH | Increased-175 SH |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $2.0M | 1.0%Prev: 0.7% | 43,661 SH | Increased+12,411 SH |
| SHELL PLC | SPON ADS | $1.7M | 0.8%Prev: 0.8% | 22,870 SH | Increased-273 SH |
| SLB LIMITED | COM STK | $494K | 0.2%Prev: 0.2% | 12,884 SH | Increased-28 SH |
| SMARTFINANCIAL INC | COM NEW | $420K | 0.2%Prev: 0.2% | 11,351 SH | Increased |
| SOUTHERN CO | COM | $2.1M | 1.1%Prev: 0.9% | 24,623 SH | Increased+5,292 SH |
| SPDR GOLD TR | GOLD SHS | $220K | 0.1% | 554 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.3M | 0.7%Prev: 0.1% | 1,955 SH | Increased-141 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $249K | 0.1%Prev: 0.1% | 430 SH | Increased-15 SH |
| TJX COS INC NEW | COM | $1.5M | 0.7%Prev: 0.7% | 9,870 SH | Increased |
| TRUIST FINL CORP | COM | $1.4M | 0.7%Prev: 0.7% | 29,426 SH | Increased |
| UNION PAC CORP | COM | $676K | 0.3%Prev: 0.4% | 2,924 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $243K | 0.1%Prev: 0.1% | 737 SH | Increased+100 SH |
| UNUM GROUP | COM | $395K | 0.2%Prev: 0.2% | 5,098 SH | Decreased |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $205K | 0.1% | 2,595 SH | New |
| VANGUARD INDEX FDS | S & P 500 ETF SHS | $8.0M | 4.0%Prev: 0.9% | 12,830 SH | Increased-9,230 SH |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | $839K | 0.4% | 10,740 SH | New |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $3.5M | 1.7%Prev: 0.4% | 41,965 SH | Increased+33,415 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.8M | 0.9%Prev: 0.4% | 22,460 SH | Increased+11,654 SH |
| VANGUARD STAR FD | VG TL INTL STK F | $862K | 0.4%Prev: 1.8% | 11,421 SH | Decreased-27,438 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $301K | 0.1%Prev: 1.7% | 2,096 SH | Decreased-36,994 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $756K | 0.4%Prev: 3.8% | 8,400 SH | Decreased-3,747 SH |
| VERIZON COMMUNICATIONS INC | COM | $1.7M | 0.8%Prev: 0.9% | 40,882 SH | Decreased+120 SH |
| VISA INC | COM CL A | $359K | 0.2%Prev: 0.2% | 1,023 SH | Increased |
| VULCAN MATLS CO | COM | $332K | 0.2%Prev: 0.2% | 1,165 SH | Decreased-35 SH |
| WALMART INC | COM | $5.6M | 2.8%Prev: 2.6% | 50,707 SH | Increased+675 SH |
| WASTE MGMT INC DEL | COM | $261K | 0.1%Prev: 0.1% | 1,188 SH | Decreased |
| WELLS FARGO CO NEW | COM | $1.3M | 0.6%Prev: 0.6% | 13,485 SH | Increased |
| WISDOMTREE TR | US QTLY DIV GRT | $3.6M | 1.8%Prev: 1.7% | 39,845 SH | Increased+1,414 SH |
| 13F-HR |
| 0001767040-26-000003 |
| $222.9M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001767040-25-000003 | $185.3M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001767040-26-000002 | $199.4M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001767040-25-000002 | $177.3M | View |