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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 | $544K | 0.3%Prev: 0.2% | 1,405 SH | Increased |
| ALTRIA GROUP INC | COM | $619K | 0.4%Prev: 0.4% | 10,553 SH | Decreased+250 SH |
| AMERICAN ELEC PWR CO INC | COM | $495K | 0.3%Prev: 0.4% | 4,769 SH | Decreased |
| APPLE INC | COM | $530K | 0.3%Prev: 0.4% | 2,582 SH | Decreased-325 SH |
| AT&T INC | COM | $737K | 0.5%Prev: 0.4% | 25,477 SH | Increased+100 SH |
| AUTOZONE INC | COM | $397K | 0.2%Prev: 0.2% | 107 SH | Increased+7 SH |
| BANK AMERICA CORP | COM | $1.6M | 1.0%Prev: 1.0% | 34,617 SH | Decreased+300 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $243K | 0.2% | 500 SH | New |
| COMCAST CORP NEW | CL A | $284K | 0.2%Prev: 0.1% | 7,969 SH | Increased |
| DOMINION ENERGY INC | COM | $229K | 0.1%Prev: 0.2% | 4,060 SH | Decreased-325 SH |
| EXXON MOBIL CORP | COM | $649K | 0.4%Prev: 0.5% | 6,017 SH | Decreased+754 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $277K | 0.2%Prev: 0.2% | 11,815 SH | Decreased+2,525 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $266K | 0.2%Prev: 0.2% | 4,235 SH | Decreased+100 SH |
| FUBOTV INC | COM | $51K | 0.0% | 13,140 SH | New |
| GE AEROSPACE | COM NEW | $471K | 0.3%Prev: 0.3% | 1,829 SH | Increased+267 SH |
| GE VERNOVA INC | COM | $240K | 0.1%Prev: 0.2% | 454 SH | Decreased+20 SH |
| ISHARES TR | EAFE SML CP ETF | $243K | 0.2%Prev: 0.2% | 3,350 SH | Decreased |
| ISHARES TR | S&P MC 400GR ETF | $233K | 0.1%Prev: 0.2% | 2,560 SH | Decreased |
| MICROSOFT CORP | COM | $610K | 0.4%Prev: 0.3% | 1,226 SH | Increased+48 SH |
| MONDELEZ INTL INC | CL A | $419K | 0.3%Prev: 0.2% | 6,213 SH | Increased+272 SH |
| PHILIP MORRIS INTL INC | COM | $1.4M | 0.9%Prev: 0.8% | 7,876 SH | Increased+210 SH |
| SOUTHERN CO | COM | $519K | 0.3%Prev: 0.3% | 5,650 SH | Decreased-218 SH |
| TRUIST FINL CORP | COM | $661K | 0.4%Prev: 0.4% | 15,371 SH | Increased+1,865 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.2M | 1.3%Prev: 1.3% | 11,194 SH | Decreased+674 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $48.6M | 30.1%Prev: 28.0% | 110,916 SH | Increased+4,848 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $835K | 0.5%Prev: 0.5% | 2,927 SH | Decreased+2 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.0M | 1.3%Prev: 1.1% | 7,150 SH | Increased+87 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.7M | 2.3%Prev: 2.5% | 22,771 SH | Decreased+244 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $14.5M | 9.0%Prev: 8.7% | 51,815 SH | Increased+1,364 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $319K | 0.2%Prev: 0.2% | 3,586 SH | Increased+200 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.4M | 2.7%Prev: 2.5% | 7,813 SH | Increased+905 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $10.5M | 6.5%Prev: 6.9% | 53,675 SH | Decreased+1,138 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $10.4M | 6.4%Prev: 6.8% | 43,819 SH | Decreased+830 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $8.4M | 5.2%Prev: 5.4% | 30,239 SH | Decreased+401 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.8M | 1.7%Prev: 1.7% | 9,264 SH | Decreased+336 SH |
| VANGUARD INDEX FDS | VALUE ETF | $30.2M | 18.7%Prev: 19.5% | 170,888 SH | Decreased+6,497 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $6.8M | 4.2%Prev: 4.5% | 101,844 SH | Decreased+1,663 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $388K | 0.2%Prev: 0.2% | 7,840 SH | Decreased+200 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.7%Prev: 0.8% | 20,194 SH | Decreased |
| VANGUARD WORLD FD | ENERGY ETF | $929K | 0.6%Prev: 0.7% | 7,800 SH | Decreased+800 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.5M | 1.0%Prev: 0.9% | 4,200 SH | Increased+100 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 |