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CIK 0002108842 • 3 13F filings • Feb 9, 2026 – Jul 10, 2026
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $528K | 0.3% | 4,214 SH | |
| ABBVIE INC | COM | $958K | 0.6% | 4,192 SH | |
| ADVANCED MICRO DEVICES INC | COM | $441K | 0.3% | 2,061 SH | |
| AECOM | COM | $241K | 0.2% | 2,528 SH | |
| AFLAC INC | COM | $231K | 0.1% | 2,094 SH | |
| ALPHABET INC | CAP STK CL A | $3.2M | 2.0% | 10,146 SH | |
| ALPHABET INC | CAP STK CL C | $924K | 0.6% | 2,946 SH | |
| ALTRIA GROUP INC | COM | $287K | 0.2% | 4,977 SH | |
| AMAZON COM INC | COM | $4.2M | 2.7% | 18,218 SH | |
| AMERICAN EXPRESS CO | COM | $315K | 0.2% | 852 SH | |
| AMGEN INC | COM | $419K | 0.3% | 1,280 SH | |
| APOLLO GLOBAL MGMT INC | COM | $263K | 0.2% | 1,820 SH | |
| APPLE INC | COM | $6.3M | 4.0% | 23,105 SH | |
| APPLIED MATLS INC | COM | $1.1M | 0.7% | 4,194 SH | |
| ASML HOLDING N V | N Y REGISTRY SHS | $438K | 0.3% | 409 SH | |
| AT&T INC | COM | $214K | 0.1% | 8,626 SH | |
| BANK AMERICA CORP | COM | $457K | 0.3% | 8,307 SH | |
| BECTON DICKINSON & CO | COM | $215K | 0.1% | 1,108 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $913K | 0.6% | 1,817 SH | |
| BLACKROCK INC | COM | $369K | 0.2% | 345 SH | |
| BLACKSTONE INC | COM | $249K | 0.2% | 1,614 SH | |
| BOEING CO | COM | $300K | 0.2% | 1,382 SH | |
| BOOKING HOLDINGS INC | COM | $793K | 0.5% | 148 SH | |
| BROADCOM INC | COM | $501K | 0.3% | 1,449 SH | |
| CAPITAL ONE FINL CORP | COM | $244K | 0.2% | 1,007 SH | |
| CATERPILLAR INC | COM | $692K | 0.4% | 1,208 SH | |
| CHEVRON CORP NEW | COM | $386K | 0.2% | 2,533 SH | |
| CISCO SYS INC | COM | $488K | 0.3% | 6,335 SH | |
| COCA COLA CO | COM | $441K | 0.3% | 6,314 SH | |
| COMCAST CORP NEW | CL A | $257K | 0.2% | 8,591 SH | |
| CORNING INC | COM | $532K | 0.3% | 6,076 SH | |
| COSTCO WHSL CORP NEW | COM | $503K | 0.3% | 583 SH | |
| CROWDSTRIKE HLDGS INC | CL A | $335K | 0.2% | 715 SH | |
| DANAHER CORPORATION | COM | $280K | 0.2% | 1,221 SH | |
| DEERE & CO | COM | $228K | 0.1% | 490 SH | |
| DELL TECHNOLOGIES INC | CL C | $379K | 0.2% | 3,014 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $1.5M | 0.9% | 37,608 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $637K | 0.4% | 13,663 SH | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $257K | 0.2% | 7,862 SH | |
| DISNEY WALT CO | COM | $510K | 0.3% | 4,480 SH | |
| DOMINION ENERGY INC | COM | $585K | 0.4% | 9,978 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $955K | 0.6% | 8,149 SH | |
| EATON CORP PLC | SHS | $588K | 0.4% | 1,846 SH | |
| EATON VANCE MUN BD FD | COM | $157K | 0.1% | 16,174 SH | |
| ECOLAB INC | COM | $226K | 0.1% | 862 SH | |
| ELI LILLY & CO | COM | $2.9M | 1.8% | 2,705 SH | |
| ENBRIDGE INC | COM | $541K | 0.3% | 11,311 SH | |
| EXXON MOBIL CORP | COM | $1.3M | 0.8% | 10,758 SH | |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $315K | 0.2% | 3,445 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED INTL | $794K | 0.5% | 21,700 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | $8.1M | 5.1% | 211,775 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED MID | $1.5M | 1.0% | 42,540 SH | |
| FIDELITY COVINGTON TRUST | ENHANCED SMALL | $1.5M | 0.9% | 38,921 SH | |
| FIDELITY COVINGTON TRUST | HIGH DIVID ETF | $1.1M | 0.7% | 19,749 SH | |
| FIDELITY COVINGTON TRUST | INT HG DIV ETF | $254K | 0.2% | 9,785 SH | |
| GE AEROSPACE | COM NEW | $314K | 0.2% | 1,020 SH | |
| GENUINE PARTS CO | COM | $236K | 0.1% | 1,921 SH | |
| GILEAD SCIENCES INC | COM | $290K | 0.2% | 2,360 SH | |
| GSK PLC | SPONSORED ADR | $231K | 0.1% | 4,712 SH | |
| HEWLETT PACKARD ENTERPRISE C | COM | $215K | 0.1% | 8,941 SH | |
| HOME DEPOT INC | COM | $854K | 0.5% | 2,481 SH | |
| HONEYWELL INTL INC | COM | $253K | 0.2% | 1,297 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $2.8M | 1.8% | 9,612 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $284K | 0.2% | 463 SH | |
| INVESCO QUALITY MUN INCOME T | COM | $200K | 0.1% | 20,080 SH | |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.7% | 16,908 SH | |
| ISHARES INC | MSCI GBL GOLD MN | $984K | 0.6% | 13,360 SH | |
| ISHARES SILVER TR | ISHARES | $948K | 0.6% | 14,715 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $454K | 0.3% | 5,483 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $243K | 0.2% | 2,034 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $242K | 0.2% | 2,521 SH | |
| ISHARES TR | CORE DIV GRWTH | $228K | 0.1% | 3,281 SH | |
| ISHARES TR | CORE HIGH DV ETF | $2.0M | 1.3% | 16,388 SH | |
| ISHARES TR | CORE MSCI EAFE | $2.9M | 1.8% | 32,503 SH | |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 0.8% | 19,678 SH | |
| ISHARES TR | CORE S&P SCP ETF | $413K | 0.3% | 3,440 SH | |
| ISHARES TR | CORE S&P US GWT | $2.9M | 1.8% | 17,006 SH | |
| ISHARES TR | CORE S&P US VLU | $3.4M | 2.1% | 33,029 SH | |
| ISHARES TR | CORE S&P500 ETF | $3.6M | 2.2% | 5,184 SH | |
| ISHARES TR | ESG AW MSCI EAFE | $489K | 0.3% | 5,143 SH | |
| ISHARES TR | ESG AWARE MSCI | $309K | 0.2% | 6,721 SH | |
| ISHARES TR | ESG MSCI EM LDRS | $276K | 0.2% | 4,748 SH | |
| ISHARES TR | ESG MSCI LEADR | $569K | 0.4% | 4,695 SH | |
| ISHARES TR | ESG SELECT SCRE | $246K | 0.2% | 5,504 SH | |
| ISHARES TR | INTL SEL DIV ETF | $2.2M | 1.4% | 56,370 SH | |
| ISHARES TR | MSCI USA MIN VOL | $494K | 0.3% | 5,246 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $242K | 0.2% | 1,966 SH | |
| ISHARES TR | US AER DEF ETF | $345K | 0.2% | 1,608 SH | |
| JOHNSON & JOHNSON | COM | $1.1M | 0.7% | 5,088 SH | |
| JPMORGAN CHASE & CO. | COM | $1.5M | 0.9% | 4,597 SH | |
| KLA CORP | COM NEW | $281K | 0.2% | 231 SH | |
| LAMAR ADVERTISING CO NEW | CL A | $214K | 0.1% | 1,693 SH | |
| LINDE PLC | SHS | $237K | 0.1% | 555 SH | |
| LIVE OAK BANCSHARES INC | COM | $2.9M | 1.8% | 83,327 SH | |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | $197K | 0.1% | 37,096 SH | |
| LOCKHEED MARTIN CORP | COM | $236K | 0.1% | 489 SH | |
| LOWES COS INC | COM | $813K | 0.5% | 3,372 SH | |
| MARATHON PETE CORP | COM | $239K | 0.2% | 1,469 SH | |
| MASTERCARD INCORPORATED | CL A | $424K | 0.3% | 742 SH | |
| MCDONALDS CORP | COM | $325K | 0.2% | 1,062 SH | |
| MEDTRONIC PLC | SHS | $331K | 0.2% | 3,444 SH | |
| META PLATFORMS INC | CL A | $1.4M | 0.9% | 2,087 SH | |
| MICRON TECHNOLOGY INC | COM | $592K | 0.4% | 2,074 SH | |
| MICROSOFT CORP | COM | $6.2M | 3.9% | 12,783 SH | |
| MOODYS CORP | COM | $313K | 0.2% | 613 SH | |
| NETFLIX INC | COM | $650K | 0.4% | 6,930 SH | |
| NEXTERA ENERGY INC | COM | $351K | 0.2% | 4,370 SH | |
| NU HLDGS LTD | ORD SHS CL A | $693K | 0.4% | 41,400 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $443K | 0.3% | 4,531 SH | |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | $731K | 0.5% | 16,237 SH | |
| NVIDIA CORPORATION | COM | $2.9M | 1.9% | 15,756 SH | |
| OMNICOM GROUP INC | COM | $253K | 0.2% | 3,135 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $399K | 0.3% | 2,245 SH | |
| PALO ALTO NETWORKS INC | COM | $492K | 0.3% | 2,670 SH | |
| PARKER-HANNIFIN CORP | COM | $475K | 0.3% | 540 SH | |
| PEPSICO INC | COM | $203K | 0.1% | 1,413 SH | |
| PFIZER INC | COM | $452K | 0.3% | 18,145 SH | |
| PHILIP MORRIS INTL INC | COM | $552K | 0.3% | 3,440 SH | |
| PROCTER AND GAMBLE CO | COM | $626K | 0.4% | 4,368 SH | |
| PRUDENTIAL FINL INC | COM | $252K | 0.2% | 2,234 SH | |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $232K | 0.1% | 2,885 SH | |
| QUALCOMM INC | COM | $623K | 0.4% | 3,640 SH | |
| REDDIT INC | CL A | $202K | 0.1% | 880 SH | |
| ROBINHOOD MKTS INC | COM CL A | $554K | 0.3% | 4,900 SH | |
| RTX CORPORATION | COM | $356K | 0.2% | 1,942 SH | |
| SALESFORCE INC | COM | $414K | 0.3% | 1,565 SH | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $285K | 0.2% | 8,735 SH | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $266K | 0.2% | 8,999 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $257K | 0.2% | 9,559 SH | |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | $335K | 0.2% | 1,217 SH | |
| SERVICENOW INC | COM | $492K | 0.3% | 3,210 SH | |
| SHERWIN WILLIAMS CO | COM | $434K | 0.3% | 1,338 SH | |
| SPDR GOLD TR | GOLD SHS | $2.8M | 1.8% | 7,189 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.5M | 1.0% | 2,216 SH | |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $304K | 0.2% | 504 SH | |
| SPDR SERIES TRUST | STATE STREET SPD | $2.0M | 1.3% | 16,437 SH | |
| STARBUCKS CORP | COM | $262K | 0.2% | 3,106 SH | |
| STRYKER CORPORATION | COM | $248K | 0.2% | 705 SH | |
| SYSCO CORP | COM | $206K | 0.1% | 2,794 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $232K | 0.1% | 762 SH | |
| TESLA INC | COM | $1.6M | 1.0% | 3,582 SH | |
| THERMO FISHER SCIENTIFIC INC | COM | $223K | 0.1% | 384 SH | |
| TRACTOR SUPPLY CO | COM | $259K | 0.2% | 5,172 SH | |
| TRUIST FINL CORP | COM | $337K | 0.2% | 6,851 SH | |
| UNITEDHEALTH GROUP INC | COM | $241K | 0.2% | 729 SH | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $279K | 0.2% | 2,695 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $9.8M | 6.2% | 20,169 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $2.4M | 1.5% | 8,387 SH | |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $229K | 0.1% | 2,589 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.5M | 0.9% | 5,665 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $608K | 0.4% | 1,813 SH | |
| VANGUARD INDEX FDS | VALUE ETF | $8.5M | 5.4% | 44,664 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $258K | 0.2% | 4,794 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $352K | 0.2% | 2,496 SH | |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $3.8M | 2.4% | 60,358 SH | |
| VANGUARD WORLD FD | ESG US STK ETF | $557K | 0.4% | 4,606 SH | |
| VANGUARD WORLD FD | MEGA GRWTH IND | $294K | 0.2% | 712 SH | |
| VERIZON COMMUNICATIONS INC | COM | $221K | 0.1% | 5,428 SH | |
| VISA INC | COM CL A | $682K | 0.4% | 1,944 SH | |
| VULCAN MATLS CO | COM | $492K | 0.3% | 1,724 SH | |
| WALMART INC | COM | $1.3M | 0.8% | 11,480 SH | |
| WELLS FARGO CO NEW | COM | $943K | 0.6% | 10,116 SH | |
| WISDOMTREE TR | EMER MKT HIGH FD | $689K | 0.4% | 14,758 SH | |
| WP CAREY INC | COM | $278K | 0.2% | 4,313 SH |
| 13F-HR |
| 0002108842-26-000002 |
| $154.3M |
| View |