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CIK 0001762294 • 5 13F filings • May 7, 2025 – Aug 4, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $245K | 0.1%Prev: 0.1% | 783 SH | Decreased-245 SH |
| APPLE INC | COM | $1.2M | 0.3%Prev: 0.3% | 4,271 SH | Decreased+30 SH |
| BROADCOM INC | COM | $609K | 0.1%Prev: 0.2% | 1,759 SH | Decreased-250 SH |
| ISHARES TR | CORE S&P SCP ETF | $21.3M | 5.2%Prev: 5.9% | 177,537 SH | Decreased-8,293 SH |
| ISHARES TR | CORE US AGGBD ET | $809K | 0.2%Prev: 0.2% | 8,101 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $868K | 0.2%Prev: 0.2% | 4,128 SH | Decreased |
| ISHARES TR | U.S. TECH ETF | $207K | 0.1%Prev: 0.1% | 1,038 SH | Decreased |
| LOWES COS INC | COM | $236K | 0.1%Prev: 0.1% | 977 SH | Decreased-433 SH |
| MICROSOFT CORP | COM | $252K | 0.1%Prev: 0.0% | 522 SH | Increased-49 SH |
| NVIDIA CORPORATION | COM | $303K | 0.1%Prev: 0.1% | 1,622 SH | Decreased-1,747 SH |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $634K | 0.2% | 24,010 SH | New |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $58.9M | 14.4%Prev: 14.7% | 2,450,245 SH | Decreased-28,123 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $161.8M | 39.5%Prev: 38.9% | 6,167,435 SH | Decreased-133,095 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $41.6M | 10.2%Prev: 10.6% | 1,517,678 SH | Decreased-50,459 SH |
| SMARTFINANCIAL INC | COM NEW | $437K | 0.1%Prev: 0.1% | 11,812 SH | Decreased-50 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $3.5M | 0.9% | 5,120 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $243K | 0.1%Prev: 0.1% | 499 SH | Decreased-2,511 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $231K | 0.1%Prev: 0.1% | 895 SH | Decreased-6 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $905K | 0.2%Prev: 0.2% | 2,699 SH | Decreased+29 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $722K | 0.2%Prev: 0.2% | 9,816 SH | Decreased-61 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $48.9M | 11.9%Prev: 11.2% | 583,718 SH | Decreased-54,038 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $33.5M | 8.2%Prev: 7.6% | 559,518 SH | Decreased-41,790 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $31.3M | 7.6%Prev: 7.1% | 665,812 SH | Decreased-48,634 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.3M | 0.3%Prev: 0.3% | 5,804 SH | Decreased-1,079 SH |
| 13F-HR |
| 0001762294-25-000005 |
| $377.5M |
| View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001762294-26-000003 | $425.8M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001483467-25-000005 | $360.2M | View |