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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 | $963K | 0.2%Prev: 0.1% | 8,624 SH | Decreased |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.3M | 0.4%Prev: 0.4% | 22,736 SH | Decreased+2,853 SH |
| APPLE INC | COM | $282K | 0.0%Prev: 0.0% | 1,107 SH | Decreased+117 SH |
| BANK AMERICA CORP | COM | $526K | 0.1% | 10,200 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $8.3M | 1.4%Prev: 1.2% | 11 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $8.1M | 1.3%Prev: 1.1% | 16,114 SH | Increased+297 SH |
| COCA COLA CO | COM | $829K | 0.1%Prev: 0.1% | 12,493 SH | Decreased+408 SH |
| CSX CORP | COM | $258K | 0.0%Prev: 0.0% | 7,262 SH | Decreased |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | $10.1M | 1.7% | 210,472 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $290K | 0.0%Prev: 0.0% | 2,340 SH | Increased+144 SH |
| ELEVATION SERIES TRUST | SOVEREIGNS CAPIT | $16.5M | 2.7% | 544,711 SH | New |
| ELI LILLY & CO | COM | $381K | 0.1%Prev: 0.1% | 499 SH | Decreased+38 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $543K | 0.1%Prev: 0.1% | 7,110 SH | Decreased-1,731 SH |
| FIRST TR EXCHANGE-TRADED FD | WTR ETF | $1.6M | 0.3%Prev: 0.2% | 14,458 SH | Decreased-765 SH |
| GLOBAL PMTS INC | COM | $854K | 0.1%Prev: 0.1% | 10,279 SH | Increased |
| GLOBAL X FDS | GLOBX SUPDV US | $207K | 0.0%Prev: 0.0% | 11,728 SH | Decreased+18 SH |
| GLOBAL X FDS | S&P 500 CATHOLIC | $703K | 0.1%Prev: 0.1% | 8,676 SH | Decreased+424 SH |
| GLOBE LIFE INC | COM | $1.2M | 0.2%Prev: 0.1% | 8,736 SH | Increased+3,516 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $1.6M | 0.3%Prev: 0.2% | 12,094 SH | Decreased+1,922 SH |
| ISHARES INC | CORE MSCI EMKT | $5.4M | 0.9%Prev: 1.0% | 82,178 SH | Decreased-3,035 SH |
| ISHARES SILVER TR | ISHARES | $338K | 0.1%Prev: 0.0% | 7,968 SH | Increased+3,681 SH |
| ISHARES TR | BROAD USD HIGH | $6.0M | 1.0%Prev: 0.9% | 158,263 SH | Decreased-7,213 SH |
| ISHARES TR | CORE US AGGBD ET | $41.1M | 6.8%Prev: 6.6% | 409,503 SH | Decreased-55,426 SH |
| ISHARES TR | CRE U S REIT ETF | $8.6M | 1.4%Prev: 1.5% | 147,076 SH | Decreased-9,479 SH |
| ISHARES TR | EAFE SML CP ETF | $5.2M | 0.9%Prev: 0.9% | 68,429 SH | Decreased-5,091 SH |
| ISHARES TR | IBOXX INV CP ETF | $4.8M | 0.8%Prev: 0.7% | 42,772 SH | Decreased-1,599 SH |
| ISHARES TR | MBS ETF | $12.0M | 2.0%Prev: 1.8% | 126,141 SH | Decreased-3,704 SH |
| ISHARES TR | MSCI EAFE ETF | $22.7M | 3.8%Prev: 3.8% | 243,629 SH | Decreased-13,036 SH |
| ISHARES TR | RESIDENTIAL MULT | $1.7M | 0.3%Prev: 0.2% | 19,838 SH | Increased+6,152 SH |
| ISHARES TR | RUS 1000 GRW ETF | $327K | 0.1%Prev: 0.0% | 698 SH | Decreased-2,079 SH |
| ISHARES TR | RUS 1000 VAL ETF | $276K | 0.0%Prev: 0.0% | 1,358 SH | Decreased+10 SH |
| ISHARES TR | SELECT DIVID ETF | $4.5M | 0.8%Prev: 0.7% | 32,017 SH | Decreased-899 SH |
| ISHARES TR | U.S. UTILITS ETF | $284K | 0.0%Prev: 0.0% | 2,559 SH | Decreased |
| ISHARES TR | US AER DEF ETF | $589K | 0.1%Prev: 0.1% | 2,817 SH | Decreased |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $95.1M | 15.7%Prev: 16.4% | 1,874,619 SH | Decreased-373,525 SH |
| MICROSOFT CORP | COM | $376K | 0.1%Prev: 0.0% | 725 SH | Increased+26 SH |
| NVIDIA CORPORATION | COM | $877K | 0.1%Prev: 0.1% | 4,700 SH | Increased+1,222 SH |
| PACER FDS TR | DATA AND INFRAST | $1.9M | 0.3%Prev: 0.2% | 61,353 SH | Increased+19,271 SH |
| PACER FDS TR | INDUSTRIAL RELET | $841K | 0.1%Prev: 0.2% | 22,605 SH | Decreased-5,100 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $348K | 0.1% | 1,910 SH | New |
| PNC FINL SVCS GROUP INC | COM | $271K | 0.0%Prev: 0.0% | 1,350 SH | Decreased |
| SOUTHERN CO | COM | $360K | 0.1%Prev: 0.1% | 3,799 SH | Decreased-4 SH |
| SOUTHSTATE BK CORP | COM | $465K | 0.1%Prev: 0.1% | 4,704 SH | Increased+116 SH |
| SPDR GOLD TR | GOLD SHS | $442K | 0.1%Prev: 0.0% | 1,244 SH | Increased+318 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $304K | 0.1% | 456 SH | New |
| SPDR SERIES TRUST | BLOOMBERG INVT | $21.1M | 3.5% | 684,300 SH | New |
| SPDR SERIES TRUST | PORTFOLIO INTRMD | $1.0M | 0.2% | 30,861 SH | New |
| SPDR SERIES TRUST | PORTFOLIO SHORT | $13.8M | 2.3% | 454,284 SH | New |
| TESLA INC | COM | $335K | 0.1%Prev: 0.0% | 754 SH | Increased+1 SH |
| TRUIST FINL CORP | COM | $305K | 0.1%Prev: 0.0% | 6,678 SH | Increased+1,928 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $314K | 0.1%Prev: 0.0% | 4,222 SH | Decreased-196 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $158.6M | 26.2%Prev: 24.7% | 330,607 SH | Decreased-1,663,643 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $377K | 0.1%Prev: 0.1% | 1,223 SH | Decreased+39 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $5.7M | 0.9%Prev: 1.2% | 19,358 SH | Decreased-81,394 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $6.2M | 1.0%Prev: 1.1% | 29,912 SH | Decreased-133 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.1M | 1.5%Prev: 3.0% | 30,415 SH | Decreased-26,765 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $16.5M | 2.7%Prev: 2.3% | 50,402 SH | Increased+7,813 SH |
| VANGUARD INDEX FDS | VALUE ETF | $96.4M | 15.9%Prev: 15.5% | 517,071 SH | Decreased+22,045 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | $264K | 0.0%Prev: 0.0% | 1,130 SH | Decreased |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.7M | 0.4%Prev: 0.4% | 12,502 SH | Decreased-142 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $231K | 0.0%Prev: 0.0% | 1,677 SH | Decreased+251 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $214K | 0.0% | 533 SH | New |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | $658K | 0.1%Prev: 0.1% | 16,735 SH | Decreased |
| 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 |