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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 | $496K | 0.3%Prev: 0.2% | 1,405 SH | Increased |
| ALTRIA GROUP INC | COM | $697K | 0.4%Prev: 0.4% | 10,553 SH | Decreased+250 SH |
| AMERICAN ELEC PWR CO INC | COM | $537K | 0.3%Prev: 0.3% | 4,769 SH | Decreased+100 SH |
| APPLE INC | COM | $657K | 0.4%Prev: 0.4% | 2,582 SH | Decreased-195 SH |
| AT&T INC | COM | $717K | 0.4%Prev: 0.3% | 25,377 SH | Increased |
| AUTOZONE INC | COM | $446K | 0.3%Prev: 0.2% | 104 SH | Increased+4 SH |
| BANK AMERICA CORP | COM | $1.8M | 1.0% | 34,317 SH | New |
| COMCAST CORP NEW | CL A | $250K | 0.1% | 7,969 SH | New |
| DOMINION ENERGY INC | COM | $248K | 0.1%Prev: 0.2% | 4,060 SH | Decreased-225 SH |
| EXXON MOBIL CORP | COM | $663K | 0.4%Prev: 0.4% | 5,881 SH | Decreased+709 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $292K | 0.2%Prev: 0.1% | 11,815 SH | Increased+2,875 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $278K | 0.2%Prev: 0.2% | 4,135 SH | Decreased |
| FUBOTV INC | COM | $55K | 0.0% | 13,140 SH | New |
| GE AEROSPACE | COM NEW | $550K | 0.3%Prev: 0.3% | 1,829 SH | Decreased+317 SH |
| GE VERNOVA INC | COM | $279K | 0.2%Prev: 0.3% | 454 SH | Decreased+40 SH |
| ISHARES TR | EAFE SML CP ETF | $257K | 0.1%Prev: 0.1% | 3,350 SH | Decreased |
| ISHARES TR | S&P MC 400GR ETF | $245K | 0.1%Prev: 0.2% | 2,560 SH | Decreased+100 SH |
| MICROSOFT CORP | COM | $635K | 0.4%Prev: 0.2% | 1,226 SH | Increased+48 SH |
| MONDELEZ INTL INC | CL A | $388K | 0.2%Prev: 0.2% | 6,213 SH | Increased+272 SH |
| NORFOLK SOUTHN CORP | COM | $209K | 0.1%Prev: 0.1% | 695 SH | Increased+50 SH |
| ORACLE CORP | COM | $225K | 0.1% | 800 SH | New |
| PHILIP MORRIS INTL INC | COM | $1.3M | 0.7%Prev: 0.7% | 7,726 SH | Decreased+60 SH |
| SOUTHERN CO | COM | $535K | 0.3%Prev: 0.3% | 5,650 SH | Increased+132 SH |
| TRUIST FINL CORP | COM | $617K | 0.4%Prev: 0.4% | 13,506 SH | Decreased-762 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.3M | 1.4%Prev: 1.4% | 11,194 SH | Decreased+674 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $52.4M | 30.6%Prev: 29.1% | 109,202 SH | Decreased-520,297 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $900K | 0.5%Prev: 0.5% | 2,925 SH | Decreased+75 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $2.1M | 1.2%Prev: 1.2% | 7,078 SH | Decreased-15 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $3.9M | 2.3%Prev: 2.4% | 22,618 SH | Decreased+76 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $15.1M | 8.8%Prev: 8.6% | 51,341 SH | Decreased-148,851 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $328K | 0.2% | 3,586 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.8M | 2.8%Prev: 2.5% | 7,813 SH | Increased+905 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $11.0M | 6.4%Prev: 6.8% | 52,884 SH | Decreased+1,026 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.1M | 6.5%Prev: 6.9% | 43,807 SH | Decreased+1,074 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.0M | 5.3%Prev: 5.8% | 30,247 SH | Decreased+724 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $3.0M | 1.7%Prev: 1.8% | 9,116 SH | Decreased+196 SH |
| VANGUARD INDEX FDS | VALUE ETF | $31.6M | 18.4%Prev: 18.8% | 169,415 SH | Decreased+8,706 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $7.2M | 4.2%Prev: 4.5% | 100,955 SH | Decreased+1,736 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $414K | 0.2%Prev: 0.2% | 7,640 SH | Decreased |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.2M | 0.7%Prev: 0.7% | 20,194 SH | Decreased+1,300 SH |
| VANGUARD WORLD FD | ENERGY ETF | $982K | 0.6%Prev: 0.5% | 7,800 SH | Increased+1,400 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.7M | 1.0%Prev: 1.0% | 4,200 SH | Decreased-16,300 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 |