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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 LABORATORIES | COM | $936K | 0.6% | 9,117 SH | New |
| ACCENTURE PLC IRELAND | SHS CLASS A | $201K | 0.1% | 1,016 SH | New |
| ADVISORSHARES TR | PURE US CANNABIS | $63K | 0.0%Prev: 0.0% | 17,818 SH | Increased+2,630 SH |
| AFFIRM HLDGS INC | COM CL A | $425K | 0.3%Prev: 0.4% | 9,270 SH | Decreased-2,326 SH |
| ALPHABET INC | CAP STK CL C | $1.8M | 1.2%Prev: 1.0% | 6,437 SH | Increased-1,713 SH |
| AMAZON COM INC | COM | $1.4M | 0.9%Prev: 0.9% | 6,928 SH | Increased+691 SH |
| APPLE INC | COM | $874K | 0.6%Prev: 0.5% | 3,444 SH | Increased+790 SH |
| BLACKSTONE INC | COM | $1.2M | 0.8%Prev: 1.1% | 10,110 SH | Decreased+420 SH |
| BOEING CO | COM | $971K | 0.6%Prev: 1.2% | 4,878 SH | Decreased-4,074 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $340K | 0.2%Prev: 0.3% | 5,611 SH | Increased+307 SH |
| BROADCOM INC | COM | $2.5M | 1.7%Prev: 1.1% | 8,234 SH | Increased-21 SH |
| CANADIAN NAT RES LTD MED TER | COM | $463K | 0.3% | 9,495 SH | New |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | $493K | 0.3%Prev: 0.4% | 12,820 SH | Increased-1,412 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $211K | 0.1%Prev: 0.2% | 6,323 SH | Increased-754 SH |
| CHEVRON CORPORATION | COM | $1.8M | 1.2% | 8,860 SH | New |
| CLOUDFLARE INC | CL A COM | $684K | 0.4%Prev: 0.4% | 3,316 SH | Increased-1,180 SH |
| COMCAST CORP NEW | CL A | $1.0M | 0.7% | 36,406 SH | New |
| COMMERCIAL BANCGROUP INC | COM | $3.2M | 2.1% | 124,542 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $13.4M | 8.7%Prev: 7.7% | 387,691 SH | Increased+15,469 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | $11.7M | 7.6%Prev: 6.7% | 329,479 SH | Increased+18,327 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $16.2M | 10.5%Prev: 10.1% | 417,849 SH | Increased+25,384 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $4.8M | 3.1%Prev: 2.6% | 136,186 SH | Increased+19,400 SH |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | $9.9M | 6.5% | 216,828 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $367K | 0.2%Prev: 0.2% | 2,803 SH | Increased+176 SH |
| ELI LILLY & CO | COM | $1.4M | 0.9% | 1,507 SH | New |
| EOG RES INC | COM | $1.1M | 0.7%Prev: 0.8% | 7,879 SH | Increased-327 SH |
| GE AEROSPACE | COM NEW | $1.0M | 0.7%Prev: 0.8% | 3,669 SH | Increased-1,218 SH |
| GSK PLC | SPONSORED ADR | $428K | 0.3%Prev: 0.2% | 7,751 SH | Increased+162 SH |
| ILLUMINA INC | COM | $785K | 0.5% | 6,372 SH | New |
| INSMED INC | COM PAR $.01 | $330K | 0.2% | 2,020 SH | New |
| INTERNATIONAL PAPER CO | COM | $223K | 0.1% | 6,257 SH | New |
| ISHARES TR | CORE S&P500 ETF | $588K | 0.4%Prev: 0.4% | 900 SH | Increased |
| ISHARES TR | TRS FLT RT BD | $1.9M | 1.2%Prev: 3.1% | 37,197 SH | Decreased-41,751 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $5.2M | 3.4% | 103,605 SH | New |
| JPMORGAN CHASE & CO | COM | $1.6M | 1.1% | 5,536 SH | New |
| LOWES COS INC | COM | $1.0M | 0.7%Prev: 0.8% | 4,282 SH | Increased+118 SH |
| META PLATFORMS INC | CL A | $2.2M | 1.4%Prev: 1.9% | 3,777 SH | Decreased-522 SH |
| MICROSOFT CORP | COM | $1.8M | 1.2%Prev: 1.3% | 4,947 SH | Increased+518 SH |
| NETFLIX INC. | COM | $941K | 0.6% | 9,786 SH | New |
| NOVO-NORDISK A S | ADR | $1.1M | 0.7%Prev: 0.5% | 28,674 SH | Increased+19,641 SH |
| PGIM ETF TR | PGIM ULTRA SH BD | $3.4M | 2.2% | 69,233 SH | New |
| PHILIP MORRIS INTL INC | COM | $1.6M | 1.1%Prev: 1.2% | 9,933 SH | Increased+156 SH |
| PROSPECT CAP CORP | COM | $52K | 0.0%Prev: 0.1% | 20,000 SH | Decreased |
| RTX CORPORATION | COM | $1.7M | 1.1%Prev: 0.9% | 8,593 SH | Increased-620 SH |
| SALESFORCE INC | COM | $231K | 0.1% | 1,235 SH | New |
| SEA LTD | SPONSORD ADS | $358K | 0.2%Prev: 0.7% | 4,319 SH | Decreased-2,626 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $576K | 0.4% | 4,855 SH | New |
| SMARTFINANCIAL INC | COM NEW | $8.6M | 5.6%Prev: 10.6% | 220,430 SH | Decreased-219,259 SH |
| STARBUCKS CORP | COM | $1.8M | 1.2%Prev: 0.9% | 20,473 SH | Increased+8,519 SH |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | $1.7M | 1.1% | 5,049 SH | New |
| TC ENERGY CORP | COM | $413K | 0.3%Prev: 0.2% | 6,600 SH | Increased+260 SH |
| TOAST INC | CL A | $478K | 0.3%Prev: 0.4% | 18,041 SH | Decreased+1,986 SH |
| UNION PAC CORP | COM | $274K | 0.2% | 1,129 SH | New |
| UNITEDHEALTH GROUP INC | COM | $775K | 0.5% | 2,864 SH | New |
| US BANCORP | COM NEW | $1.3M | 0.9% | 25,212 SH | New |
| VALE S A | SPONSORED ADS | $322K | 0.2%Prev: 0.2% | 20,215 SH | Increased+61 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $287K | 0.2%Prev: 0.2% | 1,560 SH | Increased-212 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $514K | 0.3% | 1,601 SH | New |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $9.9M | 6.5%Prev: 7.2% | 166,884 SH | Increased+10,233 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $10.1M | 6.5%Prev: 7.6% | 214,501 SH | Increased+4,482 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $9.6M | 6.2%Prev: 6.9% | 163,315 SH | Increased+11,407 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $399K | 0.3% | 5,170 SH | New |
| VERTEX PHARMACEUTICALS INC | COM | $1.4M | 0.9%Prev: 0.8% | 3,204 SH | Increased+1,026 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.2M | 0.8% | 23,417 SH | New |
| 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 |