Loading…
CIK 0001954044 • 6 13F filings • May 2, 2025 – Jul 29, 2026
Import this data to Google Sheets with:
=jivedata("fee-only-financial-planning-l-c","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $342K | 0.2%Prev: 0.4% | 1,405 SH | Decreased |
| ALTRIA GROUP INC | COM | $680K | 0.4%Prev: 0.4% | 10,303 SH | Increased-250 SH |
| AMERICAN ELEC PWR CO INC | COM | $625K | 0.4%Prev: 0.4% | 4,769 SH | Increased |
| APPLE INC | COM | $738K | 0.4%Prev: 0.2% | 2,907 SH | Increased+1,746 SH |
| AT&T INC | COM | $736K | 0.4%Prev: 0.5% | 25,377 SH | Increased-100 SH |
| AUTOZONE INC | COM | $338K | 0.2%Prev: 0.3% | 100 SH | Decreased-7 SH |
| BANK AMERICA CORP | COM | $1.7M | 1.0%Prev: 1.0% | 34,317 SH | Increased-300 SH |
| COMCAST CORP NEW | CL A | $229K | 0.1%Prev: 0.2% | 7,969 SH | Decreased |
| CONSOLIDATED EDISON INC | COM | $209K | 0.1%Prev: 0.1% | 1,847 SH | Increased |
| DOMINION ENERGY INC | COM | $271K | 0.2%Prev: 0.2% | 4,385 SH | Increased+325 SH |
| EXXON MOBIL CORP | COM | $893K | 0.5%Prev: 0.5% | 5,263 SH | Increased-954 SH |
| FIDELITY COVINGTON TRUST | MSCI ENERGY IDX | $316K | 0.2%Prev: 0.2% | 9,290 SH | Increased-2,525 SH |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $282K | 0.2%Prev: 0.2% | 4,135 SH | Increased-100 SH |
| GE AEROSPACE | COM NEW | $443K | 0.3%Prev: 0.2% | 1,562 SH | Increased-267 SH |
| GE VERNOVA INC | COM | $379K | 0.2% | 434 SH | New |
| ISHARES TR | EAFE SML CP ETF | $263K | 0.2%Prev: 0.1% | 3,350 SH | Increased |
| ISHARES TR | S&P MC 400GR ETF | $258K | 0.2%Prev: 0.1% | 2,560 SH | Increased |
| JOHNSON & JOHNSON | COM | $257K | 0.2% | 1,050 SH | New |
| MICROSOFT CORP | COM | $436K | 0.3%Prev: 0.3% | 1,178 SH | Decreased-48 SH |
| MONDELEZ INTL INC | CL A | $342K | 0.2%Prev: 0.3% | 5,941 SH | Decreased-272 SH |
| PHILIP MORRIS INTL INC | COM | $1.3M | 0.8%Prev: 0.9% | 7,666 SH | Increased-210 SH |
| SOUTHERN CO | COM | $566K | 0.3%Prev: 0.4% | 5,868 SH | Increased+218 SH |
| TRUIST FINL CORP | COM | $621K | 0.4%Prev: 0.4% | 13,506 SH | Increased-1,535 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $2.2M | 1.3%Prev: 1.3% | 10,520 SH | Increased-674 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $46.3M | 28.0%Prev: 27.9% | 106,068 SH | Increased-4,284 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $874K | 0.5%Prev: 0.5% | 2,925 SH | Increased-2 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $1.8M | 1.1%Prev: 1.2% | 7,063 SH | Increased-92 SH |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $4.2M | 2.5%Prev: 2.5% | 22,527 SH | Increased-108 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $14.5M | 8.7%Prev: 9.1% | 50,451 SH | Increased-1,150 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $300K | 0.2%Prev: 0.2% | 3,386 SH | Decreased-200 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.1M | 2.5%Prev: 2.6% | 6,908 SH | Increased-555 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $11.4M | 6.9%Prev: 6.8% | 52,537 SH | Increased-1,119 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $11.3M | 6.8%Prev: 6.6% | 42,989 SH | Increased-440 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $9.0M | 5.4%Prev: 5.2% | 29,838 SH | Increased-322 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.9M | 1.7%Prev: 1.7% | 8,928 SH | Increased-192 SH |
| VANGUARD INDEX FDS | VALUE ETF | $32.3M | 19.5%Prev: 20.0% | 164,391 SH | Increased-5,594 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $7.5M | 4.5%Prev: 4.2% | 100,181 SH | Increased-660 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $413K | 0.2%Prev: 0.2% | 7,640 SH | Increased-200 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $203K | 0.1% | 2,631 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.8%Prev: 0.7% | 20,194 SH | Increased+375 SH |
| VANGUARD WORLD FD | ENERGY ETF | $1.2M | 0.7%Prev: 0.7% | 7,000 SH | Increased-800 SH |
| VANGUARD WORLD FD | MEGA GRWTH IND | $1.5M | 0.9%Prev: 0.9% | 4,100 SH | Increased-100 SH |
| WARNER BROS DISCOVERY INC | COM SER A | $273K | 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 |