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CIK 0001587867 • 7 13F filings • Apr 22, 2025 – Oct 16, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $959K | 0.2% | 8,624 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.3M | 0.4% | 26,090 SH | |
| APPLE INC | COM | $315K | 0.1% | 1,420 SH | |
| BANK AMERICA CORP | COM | $430K | 0.1% | 10,300 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL A | $8.8M | 1.6% | 11 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.6M | 1.6% | 16,188 SH | |
| COCA COLA CO | COM | $895K | 0.2% | 12,491 SH | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $5.0M | 0.9% | 105,507 SH | |
| ELEVATION SERIES TRUST | SOVEREIGNS CAPIT | $15.1M | 2.8% | 509,746 SH | |
| ELI LILLY & CO | COM | $287K | 0.1% | 348 SH | |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $429K | 0.1% | 6,168 SH | |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | $1.5M | 0.3% | 14,484 SH | |
| GLOBAL PMTS INC | COM | $1.0M | 0.2% | 10,279 SH | |
| GLOBAL X FDS | GLOBX SUPDV US | $220K | 0.0% | 11,663 SH | |
| GLOBAL X FDS | S&P 500 CATHOLIC | $511K | 0.1% | 7,561 SH | |
| GLOBE LIFE INC | COM | $3.1M | 0.6% | 23,689 SH | |
| ISHARES INC | CORE MSCI EMKT | $4.2M | 0.8% | 77,678 SH | |
| ISHARES SILVER TR | ISHARES | $294K | 0.1% | 9,476 SH | |
| ISHARES TR | BROAD USD HIGH | $5.5M | 1.0% | 148,942 SH | |
| ISHARES TR | CORE US AGGBD ET | $36.5M | 6.8% | 368,715 SH | |
| ISHARES TR | CRE U S REIT ETF | $7.1M | 1.3% | 123,754 SH | |
| ISHARES TR | EAFE SML CP ETF | $4.2M | 0.8% | 66,282 SH | |
| ISHARES TR | IBOXX INV CP ETF | $4.2M | 0.8% | 38,820 SH | |
| ISHARES TR | MBS ETF | $10.6M | 2.0% | 113,452 SH | |
| ISHARES TR | MSCI EAFE ETF | $18.8M | 3.5% | 229,575 SH | |
| ISHARES TR | RESIDENTIAL MULT | $1.7M | 0.3% | 19,821 SH | |
| ISHARES TR | RUS 1000 GRW ETF | $252K | 0.0% | 698 SH | |
| ISHARES TR | RUS 1000 VAL ETF | $256K | 0.0% | 1,358 SH | |
| ISHARES TR | SELECT DIVID ETF | $4.7M | 0.9% | 35,046 SH | |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $83.6M | 15.7% | 1,651,264 SH | |
| MICROSOFT CORP | COM | $224K | 0.0% | 597 SH | |
| NVIDIA CORPORATION | COM | $311K | 0.1% | 2,871 SH | |
| PACER FDS TR | DATA AND INFRAST | $1.9M | 0.4% | 64,673 SH | |
| PACER FDS TR | INDUSTRIAL RELET | $836K | 0.2% | 22,605 SH | |
| PNC FINL SVCS GROUP INC | COM | $237K | 0.0% | 1,350 SH | |
| SOUTHERN CO | COM | $349K | 0.1% | 3,796 SH | |
| SOUTHSTATE CORPORATION | COM | $447K | 0.1% | 4,818 SH | |
| SPDR GOLD TR | GOLD SHS | $433K | 0.1% | 1,503 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $336K | 0.1% | 601 SH | |
| SPDR SER TR | BLOOMBERG INVT | $23.8M | 4.5% | 771,307 SH | |
| SPDR SER TR | PORTFOLIO INTRMD | $1.0M | 0.2% | 30,890 SH | |
| SPDR SER TR | PORTFOLIO SHORT | $12.3M | 2.3% | 408,229 SH | |
| TRUIST FINL CORP | COM | $275K | 0.1% | 6,678 SH | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $303K | 0.1% | 4,128 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $133.0M | 24.9% | 358,738 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $318K | 0.1% | 1,239 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $273K | 0.1% | 1,698 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $4.2M | 0.8% | 16,268 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $5.9M | 1.1% | 31,504 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $6.6M | 1.2% | 26,382 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $14.3M | 2.7% | 52,102 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $93.3M | 17.5% | 540,042 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.8M | 0.3% | 9,053 SH | |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $216K | 0.0% | 1,677 SH |
| 13F-HR |
| 0002085853-25-000066 |
| $604.7M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000754 | $695.1M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004337 | $575.3M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000394 | $627.6M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002220 | $534.1M | View |