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CIK 0001966116 • 7 13F filings • May 14, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $1.2M | 0.8% | 9,140 SH | New |
| ADVISORSHARES TR | PURE US CANNABIS | $81K | 0.1% | 16,968 SH | New |
| AFFIRM HLDGS INC | COM CL A | $632K | 0.4%Prev: 0.4% | 8,653 SH | Increased+1,902 SH |
| ALPHABET INC | CAP STK CL C | $1.6M | 1.1%Prev: 1.4% | 6,508 SH | Decreased+761 SH |
| AMAZON COM INC | COM | $1.6M | 1.1%Prev: 0.9% | 7,084 SH | Increased+1,192 SH |
| APPLE INC | COM | $677K | 0.5%Prev: 0.7% | 2,659 SH | Decreased-731 SH |
| BANK AMERICA CORP | COM | $346K | 0.2% | 6,700 SH | New |
| BLACKSTONE INC | COM | $1.7M | 1.1%Prev: 0.6% | 9,669 SH | Increased+1,459 SH |
| BOEING CO | COM | $1.9M | 1.3%Prev: 0.6% | 9,021 SH | Increased+4,996 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $249K | 0.2% | 5,514 SH | New |
| BROADCOM INC | COM | $2.7M | 1.8%Prev: 1.8% | 8,125 SH | Increased+1,135 SH |
| CANADIAN NAT RES LTD | COM | $297K | 0.2% | 9,290 SH | New |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $484K | 0.3% | 12,240 SH | New |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $214K | 0.1% | 6,260 SH | New |
| CHEVRON CORP NEW | COM | $1.4M | 0.9% | 8,928 SH | New |
| CLOUDFLARE INC | CL A COM | $811K | 0.6%Prev: 0.4% | 3,777 SH | Increased+1,351 SH |
| CROWN CASTLE INC | COM | $215K | 0.1% | 2,230 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $12.0M | 8.2%Prev: 8.6% | 373,723 SH | Decreased+56,780 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $10.3M | 7.1%Prev: 6.5% | 315,428 SH | Increased+53,792 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $15.6M | 10.6% | 403,234 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.3M | 2.9% | 135,467 SH | New |
| DOLLAR GEN CORP NEW | COM | $1.4M | 1.0% | 13,834 SH | New |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $10.2M | 7.0% | 220,034 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $329K | 0.2%Prev: 0.2% | 2,662 SH | Decreased-21 SH |
| ELI LILLY & CO | COM | $1.2M | 0.8%Prev: 1.0% | 1,519 SH | Decreased+283 SH |
| EOG RES INC | COM | $930K | 0.6% | 8,294 SH | New |
| GE AEROSPACE | COM NEW | $1.1M | 0.7%Prev: 0.8% | 3,625 SH | Decreased+504 SH |
| GSK PLC | SPONSORED ADR | $335K | 0.2%Prev: 0.3% | 7,756 SH | Decreased+356 SH |
| ILLUMINA INC | COM | $593K | 0.4%Prev: 0.5% | 6,239 SH | Decreased+1,701 SH |
| INSMED INC | COM PAR $.01 | $291K | 0.2% | 2,020 SH | New |
| INTERNATIONAL PAPER CO | COM | $290K | 0.2%Prev: 0.1% | 6,243 SH | Increased+538 SH |
| ISHARES TR | CORE S&P500 ETF | $602K | 0.4%Prev: 0.5% | 900 SH | Decreased |
| ISHARES TR | TRS FLT RT BD | $3.4M | 2.3%Prev: 1.0% | 67,910 SH | Increased+39,509 SH |
| JPMORGAN CHASE & CO. | COM | $1.7M | 1.2% | 5,414 SH | New |
| LOWES COS INC | COM | $1.1M | 0.7%Prev: 0.5% | 4,265 SH | Increased+837 SH |
| META PLATFORMS INC | CL A | $2.7M | 1.8%Prev: 1.6% | 3,671 SH | Increased-625 SH |
| MICROSOFT CORP | COM | $2.3M | 1.6%Prev: 1.5% | 4,393 SH | Increased-1,472 SH |
| NETFLIX INC | COM | $1.2M | 0.8% | 1,014 SH | New |
| NOVO-NORDISK A S | ADR | $913K | 0.6%Prev: 0.8% | 16,453 SH | Decreased-7,228 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $7.5M | 5.1%Prev: 1.8% | 150,697 SH | Increased+96,101 SH |
| PHILIP MORRIS INTL INC | COM | $1.6M | 1.1%Prev: 1.0% | 9,883 SH | Increased+1,829 SH |
| PROSPECT CAP CORP | COM | $55K | 0.0%Prev: 0.0% | 20,000 SH | Increased |
| RTX CORPORATION | COM | $1.5M | 1.1%Prev: 0.5% | 9,217 SH | Increased+5,351 SH |
| SEA LTD | SPONSORD ADS | $722K | 0.5%Prev: 0.2% | 4,038 SH | Increased+806 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $1.1M | 0.8%Prev: 0.3% | 7,690 SH | Increased+4,253 SH |
| SMARTFINANCIAL INC | COM NEW | $7.9M | 5.4%Prev: 6.9% | 220,430 SH | Decreased+30 SH |
| STARBUCKS CORP | COM | $1.8M | 1.2%Prev: 0.6% | 20,848 SH | Increased+12,076 SH |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $1.4M | 1.0% | 5,143 SH | New |
| TC ENERGY CORP | COM | $351K | 0.2%Prev: 0.3% | 6,458 SH | Decreased+133 SH |
| TOAST INC | CL A | $621K | 0.4%Prev: 0.2% | 17,018 SH | Increased+4,159 SH |
| UNITEDHEALTH GROUP INC | COM | $969K | 0.7%Prev: 0.7% | 2,807 SH | Decreased+461 SH |
| US BANCORP DEL | COM NEW | $1.2M | 0.8% | 25,212 SH | New |
| VALE S A | SPONSORED ADS | $220K | 0.2%Prev: 0.2% | 20,291 SH | Decreased+968 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $272K | 0.2%Prev: 0.2% | 1,560 SH | Decreased |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.7M | 6.6%Prev: 5.7% | 162,119 SH | Increased+17,224 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $10.1M | 6.9%Prev: 5.9% | 215,486 SH | Increased+29,198 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $9.2M | 6.3%Prev: 5.5% | 156,387 SH | Increased+14,598 SH |
| VERTEX PHARMACEUTICALS INC | COM | $1.3M | 0.9%Prev: 0.9% | 3,277 SH | Decreased+637 SH |
| 13F-HR |
| 0001966116-25-000006 |
| $146.5M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001966116-26-000003 | $149.0M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001966116-25-000004 | $134.0M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001966116-26-000002 | $153.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001966116-25-000003 | $128.7M | View |