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CIK 0001954044 • 6 13F filings • May 2, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $492K | 0.3%Prev: 0.3% | 1,405 SH | Decreased |
| ALTRIA GROUP INC | COM | $608K | 0.4%Prev: 0.4% | 10,553 SH | Decreased |
| AMERICAN ELEC PWR CO INC | COM | $550K | 0.3%Prev: 0.3% | 4,769 SH | Increased |
| APPLE INC | COM | $702K | 0.4%Prev: 0.4% | 2,582 SH | Increased |
| AT&T INC | COM | $630K | 0.4%Prev: 0.4% | 25,377 SH | Decreased |
| AUTOZONE INC | COM | $353K | 0.2%Prev: 0.3% | 104 SH | Decreased |
| BANK AMERICA CORP | COM | $1.9M | 1.1%Prev: 1.0% | 34,317 SH | Increased |
| COMCAST CORP NEW | CL A | $238K | 0.1%Prev: 0.1% | 7,969 SH | Decreased |
| DOMINION ENERGY INC | COM | $238K | 0.1%Prev: 0.1% | 4,060 SH | Decreased |
| EXXON MOBIL CORP | COM | $694K | 0.4%Prev: 0.4% | 5,763 SH | Increased-118 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $293K | 0.2%Prev: 0.2% | 11,815 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $287K | 0.2%Prev: 0.2% | 4,135 SH | Increased |
| FUBOTV INC | CLASS A COM SHS | $33K | 0.0% | 13,140 SH | New |
| GE AEROSPACE | COM NEW | $512K | 0.3%Prev: 0.3% | 1,662 SH | Decreased-167 SH |
| GE VERNOVA INC | COM | $297K | 0.2%Prev: 0.2% | 454 SH | Increased |
| ISHARES TR | EAFE SML CP ETF | $260K | 0.2%Prev: 0.1% | 3,350 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $248K | 0.1%Prev: 0.1% | 2,560 SH | Increased |
| JOHNSON & JOHNSON | COM | $217K | 0.1% | 1,050 SH | New |
| MICROSOFT CORP | COM | $561K | 0.3%Prev: 0.4% | 1,159 SH | Decreased-67 SH |
| MONDELEZ INTL INC | CL A | $320K | 0.2%Prev: 0.2% | 5,941 SH | Decreased-272 SH |
| PHILIP MORRIS INTL INC | COM | $1.2M | 0.7%Prev: 0.7% | 7,726 SH | Decreased |
| SOUTHERN CO | COM | $493K | 0.3%Prev: 0.3% | 5,650 SH | Decreased |
| TRUIST FINL CORP | COM | $665K | 0.4%Prev: 0.4% | 13,506 SH | Increased |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.3M | 1.4%Prev: 1.4% | 11,194 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $52.2M | 30.4%Prev: 30.6% | 107,003 SH | Decreased-2,199 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $921K | 0.5%Prev: 0.5% | 2,925 SH | Increased |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.0M | 1.1%Prev: 1.2% | 7,063 SH | Decreased-15 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.0M | 2.3%Prev: 2.3% | 22,518 SH | Increased-100 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $14.7M | 8.6%Prev: 8.8% | 50,663 SH | Decreased-678 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $317K | 0.2%Prev: 0.2% | 3,586 SH | Decreased |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.8M | 2.8%Prev: 2.8% | 7,733 SH | Increased-80 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $11.2M | 6.5%Prev: 6.4% | 52,710 SH | Increased-174 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.2M | 6.6%Prev: 6.5% | 43,560 SH | Increased-247 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.1M | 5.3%Prev: 5.3% | 30,017 SH | Increased-230 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.1M | 1.8%Prev: 1.7% | 9,151 SH | Increased+35 SH |
| VANGUARD INDEX FDS | VALUE ETF | $31.8M | 18.6%Prev: 18.4% | 166,630 SH | Increased-2,785 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $7.4M | 4.3%Prev: 4.2% | 100,413 SH | Increased-542 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $411K | 0.2%Prev: 0.2% | 7,640 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.7%Prev: 0.7% | 20,194 SH | Increased |
| VANGUARD WORLD FD | ENERGY ETF | $982K | 0.6%Prev: 0.6% | 7,800 SH | Increased |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.7M | 1.0%Prev: 1.0% | 4,200 SH | Increased |
| WARNER BROS DISCOVERY INC | COM SER A | $287K | 0.2% | 9,945 SH | New |
| 13F-HR |
| 0001954044-26-000003 |
| $186.6M |
| View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001954044-25-000004 | $161.5M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001954044-26-000002 | $165.7M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001954044-25-000003 | $146.5M | View |