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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 | $539K | 0.4% | 1,405 SH | |
| ALTRIA GROUP INC | COM | $633K | 0.4% | 10,553 SH | |
| AMERICAN ELEC PWR CO INC | COM | $521K | 0.4% | 4,769 SH | |
| APPLE INC | COM | $258K | 0.2% | 1,161 SH | |
| AT&T INC | COM | $720K | 0.5% | 25,477 SH | |
| AUTOZONE INC | COM | $408K | 0.3% | 107 SH | |
| BANK AMERICA CORP | COM | $1.4M | 1.0% | 34,617 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $266K | 0.2% | 500 SH | |
| COMCAST CORP NEW | CL A | $294K | 0.2% | 7,969 SH | |
| CONSOLIDATED EDISON INC | COM | $204K | 0.1% | 1,847 SH | |
| DOMINION ENERGY INC | COM | $228K | 0.2% | 4,060 SH | |
| EXXON MOBIL CORP | COM | $739K | 0.5% | 6,217 SH | |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $302K | 0.2% | 11,815 SH | |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $248K | 0.2% | 4,235 SH | |
| GE AEROSPACE | COM NEW | $366K | 0.2% | 1,829 SH | |
| ICF INTL INC | COM | $252K | 0.2% | 2,968 SH | |
| ISHARES TR | EAFE SML CP ETF | $213K | 0.1% | 3,350 SH | |
| ISHARES TR | S&P MC 400GR ETF | $213K | 0.1% | 2,560 SH | |
| MICROSOFT CORP | COM | $460K | 0.3% | 1,226 SH | |
| MONDELEZ INTL INC | CL A | $422K | 0.3% | 6,213 SH | |
| PHILIP MORRIS INTL INC | COM | $1.3M | 0.9% | 7,876 SH | |
| SOUTHERN CO | COM | $520K | 0.4% | 5,650 SH | |
| TRUIST FINL CORP | COM | $619K | 0.4% | 15,041 SH | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $1.9M | 1.3% | 11,194 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $40.9M | 27.9% | 110,352 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $752K | 0.5% | 2,927 SH | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.8M | 1.2% | 7,155 SH | |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.6M | 2.5% | 22,635 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $13.3M | 9.1% | 51,601 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $325K | 0.2% | 3,586 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $3.8M | 2.6% | 7,463 SH | |
| VANGUARD INDEX FDS | SM CP VAL ETF | $10.0M | 6.8% | 53,656 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $9.6M | 6.6% | 43,429 SH | |
| VANGUARD INDEX FDS | SML CP GRW ETF | $7.6M | 5.2% | 30,160 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.5M | 1.7% | 9,120 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $29.4M | 20.0% | 169,985 SH | |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.1M | 4.2% | 100,841 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $355K | 0.2% | 7,840 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.0M | 0.7% | 19,819 SH | |
| VANGUARD WORLD FD | ENERGY ETF | $1.0M | 0.7% | 7,800 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.3M | 0.9% | 4,200 SH |
| 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 |