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CIK 0001966640 • 5 13F filings • Apr 29, 2025 – Aug 3, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $910K | 0.5%Prev: 0.5% | 8,250 SH | Decreased+43 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $1.5M | 0.8%Prev: 0.5% | 19,555 SH | Increased+9,288 SH |
| APPLE INC | COM | $1.6M | 0.9%Prev: 0.9% | 5,846 SH | Increased |
| BANK AMERICA CORP | COM | $319K | 0.2%Prev: 0.2% | 5,792 SH | Increased |
| BLACKROCK ETF TRUST | ISHARES A I INNO | $8.1M | 4.5%Prev: 4.8% | 243,329 SH | Increased+8,423 SH |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | $4.3M | 2.4%Prev: 2.5% | 71,279 SH | Increased+909 SH |
| BLACKROCK ETF TRUST | ISHARES US THEMA | $1.8M | 1.0%Prev: 1.1% | 47,496 SH | Increased+510 SH |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $806K | 0.5%Prev: 0.5% | 15,277 SH | Increased+266 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | $2.0M | 1.1%Prev: 1.2% | 42,996 SH | Decreased-248 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.4M | 3.6% | 92,130 SH | New |
| GLOBAL PMTS INC | COM | $325K | 0.2%Prev: 0.2% | 4,194 SH | Decreased |
| GLOBAL X FDS | DEFENSE TECH ETF | $3.2M | 1.8%Prev: 2.0% | 49,620 SH | Decreased+1,910 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.8M | 1.0%Prev: 0.7% | 15,279 SH | Increased+4,952 SH |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | $3.8M | 2.1%Prev: 2.2% | 64,332 SH | Increased+1,123 SH |
| ISHARES INC | CORE MSCI EMKT | $2.6M | 1.4%Prev: 1.5% | 38,188 SH | Increased-317 SH |
| ISHARES TR | CORE INTL AGGR | $915K | 0.5%Prev: 0.5% | 18,297 SH | Increased+502 SH |
| ISHARES TR | CORE S&P500 ETF | $365K | 0.2% | 533 SH | New |
| ISHARES TR | CORE UNIVRSL USD | $2.0M | 1.1% | 44,040 SH | New |
| ISHARES TR | EAFE VALUE ETF | $3.2M | 1.8%Prev: 2.0% | 44,422 SH | Decreased-4,850 SH |
| ISHARES TR | JPMORGAN USD EMG | $325K | 0.2%Prev: 0.2% | 3,374 SH | Increased+78 SH |
| ISHARES TR | MBS ETF | $1.3M | 0.7%Prev: 0.7% | 13,431 SH | Increased+135 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.1M | 1.2%Prev: 2.4% | 10,395 SH | Decreased-10,387 SH |
| ISHARES TR | RUS TP200 GR ETF | $20.5M | 11.5%Prev: 12.0% | 74,112 SH | Increased+50 SH |
| ISHARES TR | S&P 500 GRWT ETF | $4.0M | 2.2%Prev: 2.4% | 32,534 SH | Increased-537 SH |
| ISHARES TR | S&P 500 VAL ETF | $4.4M | 2.5%Prev: 1.8% | 20,919 SH | Increased+6,450 SH |
| LOWES COS INC | COM | $753K | 0.4%Prev: 0.5% | 3,122 SH | Decreased-179 SH |
| NVIDIA CORPORATION | COM | $501K | 0.3%Prev: 0.3% | 2,687 SH | Increased+138 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $24.9M | 13.9%Prev: 14.0% | 1,035,545 SH | Increased+17,189 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $2.0M | 1.1%Prev: 1.2% | 86,809 SH | Decreased-1,116 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $11.4M | 6.4%Prev: 6.6% | 379,292 SH | Increased+2,271 SH |
| SOUTHERN CO | COM | $1.4M | 0.8%Prev: 0.9% | 15,661 SH | Decreased+40 SH |
| SPDR GOLD TR | GOLD SHS | $207K | 0.1% | 522 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $14.5M | 8.1% | 397,395 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $4.3M | 2.4%Prev: 2.6% | 88,179 SH | Decreased+1,018 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $34.0M | 19.0%Prev: 19.9% | 101,350 SH | Increased-1,062 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $6.2M | 3.4%Prev: 3.3% | 72,210 SH | Increased-972 SH |
| 13F-HR |
| 0001966640-25-000005 |
| $148.9M |
| View |
| Aug 3, 2026 | Q1 2026 | 13F-HR | 0001966640-26-000003 | $183.0M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001966640-25-000003 | $132.7M | View |