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CIK 0001964829 • 5 13F filings • Apr 16, 2025 – Apr 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $357K | 0.2%Prev: 0.2% | 3,239 SH | Decreased+17 SH |
| ALPHABET INC | CAP STK CL C | $243K | 0.1% | 775 SH | New |
| AMAZON COM INC | COM | $268K | 0.1% | 1,159 SH | New |
| APPLE INC | COM | $539K | 0.3%Prev: 0.2% | 1,982 SH | Increased |
| ELI LILLY & CO | COM | $207K | 0.1% | 193 SH | New |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $6.2M | 2.9%Prev: 3.0% | 109,552 SH | Decreased-2,774 SH |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | $217K | 0.1%Prev: 0.1% | 967 SH | Increased+1 SH |
| FIRST CTZNS BANCSHARES INC D | CL A | $662K | 0.3%Prev: 0.3% | 308 SH | Increased+1 SH |
| GENERAL DYNAMICS CORP | COM | $309K | 0.1% | 919 SH | New |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | $19.4M | 9.2%Prev: 9.4% | 76,818 SH | Increased-1,380 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | $214K | 0.1%Prev: 0.1% | 1,868 SH | Increased+1 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $4.0M | 1.9%Prev: 2.1% | 55,597 SH | Decreased-3,396 SH |
| INVESCO QQQ TR | UNIT SER 1 | $3.6M | 1.7%Prev: 1.7% | 5,785 SH | Decreased-156 SH |
| ISHARES GOLD TR | ISHARES NEW | $1.2M | 0.6%Prev: 0.5% | 14,344 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $286K | 0.1%Prev: 0.1% | 417 SH | Increased+2 SH |
| ISHARES TR | ISHS 1-5YR INVS | $7.5M | 3.6%Prev: 3.6% | 142,550 SH | Increased+1,425 SH |
| ISHARES TR | MRGSTR MD CP GRW | $3.2M | 1.5%Prev: 1.7% | 39,533 SH | Decreased-1,906 SH |
| ISHARES TR | RUS 1000 GRW ETF | $2.8M | 1.3%Prev: 1.3% | 5,903 SH | Increased+5 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $4.7M | 2.2%Prev: 2.2% | 101,639 SH | Increased+1,601 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $5.4M | 2.6%Prev: 2.6% | 111,271 SH | Increased+941 SH |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | $2.9M | 1.4%Prev: 1.4% | 56,896 SH | Decreased-1,539 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $617K | 0.3% | 10,608 SH | New |
| LOWES COS INC | COM | $200K | 0.1%Prev: 0.1% | 830 SH | Decreased+4 SH |
| MICROSOFT CORP | COM | $553K | 0.3%Prev: 0.3% | 1,143 SH | Decreased-5 SH |
| NEOS ETF TRUST | NEOS S&P 500 HI | $260K | 0.1% | 4,946 SH | New |
| NVIDIA CORPORATION | COM | $711K | 0.3%Prev: 0.2% | 3,814 SH | Increased+1,994 SH |
| SPDR GOLD TR | GOLD SHS | $300K | 0.1%Prev: 0.1% | 757 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $34.5M | 16.3%Prev: 16.6% | 50,600 SH | Increased-851 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $11.8M | 5.6% | 415,621 SH | New |
| UBS AG | ETRACS SILVER SH | $670K | 0.3% | 6,711 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $4.2M | 2.0%Prev: 2.0% | 54,342 SH | Increased+1,735 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $32.2M | 15.2%Prev: 15.4% | 65,993 SH | Increased-347 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $18.0M | 8.5%Prev: 8.5% | 85,159 SH | Increased+886 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $8.1M | 3.8%Prev: 3.9% | 106,169 SH | Decreased+1,932 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $13.7M | 6.5%Prev: 6.5% | 102,796 SH | Increased+230 SH |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | $21.3M | 10.1%Prev: 10.0% | 150,749 SH | Increased+646 SH |
| 13F-HR |
| 0001172661-25-002629 |
| $200.8M |
| View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001528 | $201.9M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001500 | $182.8M | View |