PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

CIK 0001773830 • 7 13F filings • Apr 16, 2025 – Oct 15, 2026

Import this data to Google Sheets with:

=jivedata("patriot-investment-management-group-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.44B244 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$467K	0.0%	3,433 SH	New
ABBVIE INC	COM	$981K	0.1%Prev: 0.1%	5,285 SH	Decreased+603 SH
ALPHABET INC	CAP STK CL A	$492K	0.0%Prev: 0.1%	2,793 SH	Decreased-615 SH
ALTRIA GROUP INC	COM	$350K	0.0%Prev: 0.0%	5,971 SH	Increased+1,715 SH
AMAZON COM INC	COM	$2.4M	0.2%Prev: 0.1%	11,022 SH	Increased+1,000 SH
AMGEN INC	COM	$1.4M	0.1%Prev: 0.1%	5,069 SH	Decreased+304 SH
ANALOG DEVICES INC	COM	$660K	0.0%Prev: 0.1%	2,774 SH	Decreased+165 SH
APPLE INC	COM	$7.6M	0.5%Prev: 0.6%	37,246 SH	Decreased+1,484 SH
ARCHER DANIELS MIDLAND CO	COM	$311K	0.0%Prev: 0.0%	5,892 SH	Decreased+1,094 SH
ASTRAZENECA PLC	SPONSORED ADR	$314K	0.0%	4,494 SH	New
AT&T INC	COM	$406K	0.0%Prev: 0.0%	14,018 SH	Increased+1,089 SH
BANK AMERICA CORP	COM	$234K	0.0%Prev: 0.0%	4,939 SH	Increased+603 SH
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$597K	0.0%Prev: 0.1%	17,570 SH	Decreased
BARINGS CORPORATE INVS	COM	$1.5M	0.1%Prev: 0.1%	68,100 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$4.4M	0.3%Prev: 0.3%	6 SH	Increased
BNY MELLON ETF TRUST	US MDCP CORE EQT	$205K	0.0%Prev: 0.0%	2,000 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$280K	0.0%Prev: 0.0%	6,054 SH	Decreased+899 SH
BROADCOM INC	COM	$332K	0.0%Prev: 0.0%	1,206 SH	Decreased-588 SH
CARPENTER TECHNOLOGY CORP	COM	$276K	0.0%Prev: 0.0%	1,000 SH	Decreased
CATERPILLAR INC	COM	$1.1M	0.1%Prev: 0.1%	2,745 SH	Decreased-17 SH
CHEVRON CORP NEW	COM	$297K	0.0%	2,073 SH	New
CISCO SYS INC	COM	$381K	0.0%Prev: 0.0%	5,498 SH	Decreased+275 SH
COCA COLA CO	COM	$797K	0.1%Prev: 0.1%	11,265 SH	Decreased+738 SH
COMCAST CORP NEW	CL A	$203K	0.0%	5,696 SH	New
CONSOLIDATED EDISON INC	COM	$224K	0.0%	2,228 SH	New
COSTCO WHSL CORP NEW	COM	$829K	0.1%	838 SH	New
CSX CORP	COM	$635K	0.0%Prev: 0.1%	19,475 SH	Decreased
DEERE & CO	COM	$1.4M	0.1%Prev: 0.1%	2,786 SH	Increased+272 SH
DIREXION SHS ETF TR	DLY S&P500 BR 3X	$94K	0.0%	20,000 SH	New
DISNEY WALT CO	COM	$232K	0.0%	1,874 SH	New
DUKE ENERGY CORP NEW	COM NEW	$425K	0.0%Prev: 0.0%	3,600 SH	Increased+574 SH
ELI LILLY & CO	COM	$1.1M	0.1%Prev: 0.1%	1,365 SH	Increased+276 SH
ENTERPRISE PRODS PARTNERS L	COM	$648K	0.0%Prev: 0.1%	20,882 SH	Decreased-744 SH
EQT CORP	COM	$501K	0.0%Prev: 0.0%	8,599 SH	Decreased
ETF SER SOLUTIONS	US GLB JETS	$414K	0.0%Prev: 0.0%	18,045 SH	Decreased-29 SH
EXXON MOBIL CORP	COM	$1.7M	0.1%Prev: 0.2%	15,996 SH	Decreased+808 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$295K	0.0%Prev: 0.0%	1,094 SH	Decreased-253 SH
GENERAL DYNAMICS CORP	COM	$208K	0.0%Prev: 0.0%	714 SH	Decreased+44 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.0M	0.2%Prev: 0.2%	47,290 SH	Decreased+2,553 SH
HERSHEY CO	COM	$219K	0.0%Prev: 0.0%	1,317 SH	Decreased+24 SH
HOME DEPOT INC	COM	$2.4M	0.2%Prev: 0.1%	6,574 SH	Increased+11 SH
INTERNATIONAL BUSINESS MACHS	COM	$324K	0.0%Prev: 0.0%	1,099 SH	Increased-6 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$344K	0.0%Prev: 0.0%	30,951 SH	Increased+14,913 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$618K	0.0%Prev: 0.1%	13,368 SH	Decreased
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$930K	0.1%Prev: 0.1%	12,766 SH	Decreased
INVESCO EXCH TRADED FD TR II	SOLAR ETF	$1.3M	0.1%Prev: 0.1%	36,654 SH	Decreased
INVESCO EXCHANGE TRADED FD T	AEROSPACE DEFN	$246K	0.0%	1,735 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	0.1%Prev: 0.1%	11,125 SH	Decreased+38 SH
INVESCO QQQ TR	UNIT SER 1	$5.0M	0.3%Prev: 0.4%	9,097 SH	Decreased-610 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$684K	0.0%Prev: 0.0%	11,175 SH	Increased-282 SH
ISHARES GOLD TR	ISHARES NEW	$3.8M	0.3%Prev: 0.3%	61,197 SH	Decreased+14,428 SH
ISHARES INC	CORE MSCI EMKT	$9.8M	0.7%Prev: 0.7%	163,466 SH	Decreased-36 SH
ISHARES INC	MSCI EMERG MRKT	$511K	0.0%Prev: 0.0%	8,136 SH	Decreased-103 SH
ISHARES INC	MSCI GBL MIN VOL	$304K	0.0%Prev: 0.0%	2,568 SH	Decreased-1 SH
ISHARES TR	0-5 YR TIPS ETF	$808K	0.1%Prev: 0.1%	7,847 SH	Decreased-1,569 SH
ISHARES TR	0-5YR HI YL CP	$482K	0.0%Prev: 0.0%	11,167 SH	Decreased-1,740 SH
ISHARES TR	1 3 YR TREAS BD	$7.2M	0.5%Prev: 0.5%	87,275 SH	Increased+1,473 SH
ISHARES TR	10-20 YR TRS ETF	$632K	0.0%	6,221 SH	New
ISHARES TR	3 7 YR TREAS BD	$272K	0.0%Prev: 0.0%	2,285 SH	Decreased-115 SH
ISHARES TR	BROAD USD HIGH	$1.8M	0.1%Prev: 0.1%	47,504 SH	Decreased-4,501 SH
ISHARES TR	CORE 1 5 YR USD	$218K	0.0%Prev: 0.0%	4,488 SH	Decreased-379 SH
ISHARES TR	CORE DIV GRWTH	$1.5M	0.1%Prev: 0.1%	23,478 SH	Decreased-575 SH
ISHARES TR	CORE HIGH DV ETF	$1.6M	0.1%Prev: 0.1%	13,259 SH	Decreased
ISHARES TR	CORE INTL AGGR	$2.2M	0.2%Prev: 0.1%	42,725 SH	Increased+1,042 SH
ISHARES TR	CORE MSCI EAFE	$9.4M	0.6%Prev: 0.6%	112,384 SH	Increased+10,696 SH
ISHARES TR	CORE MSCI EURO	$820K	0.1%Prev: 0.1%	12,391 SH	Decreased-12 SH
ISHARES TR	CORE MSCI INTL	$6.9M	0.5%Prev: 0.5%	90,122 SH	Decreased+1,807 SH
ISHARES TR	CORE MSCI TOTAL	$268K	0.0%Prev: 0.0%	3,465 SH	Increased+537 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.1%Prev: 0.1%	17,880 SH	Decreased+215 SH
ISHARES TR	CORE S&P SCP ETF	$1.8M	0.1%Prev: 0.1%	16,824 SH	Decreased+306 SH
ISHARES TR	CORE S&P TTL STK	$8.2M	0.6%Prev: 0.5%	60,801 SH	Decreased+1,813 SH
ISHARES TR	CORE S&P500 ETF	$12.1M	0.8%Prev: 1.1%	19,471 SH	Decreased-5,755 SH
ISHARES TR	CORE TOTAL USD	$2.0M	0.1%	43,951 SH	New
ISHARES TR	CORE US AGGBD ET	$19.1M	1.3%Prev: 1.3%	192,482 SH	Decreased-7,249 SH
ISHARES TR	ESG AWR MSCI USA	$222K	0.0%Prev: 0.0%	1,639 SH	Decreased-703 SH
ISHARES TR	EXPANDED TECH	$265K	0.0%	2,420 SH	New
ISHARES TR	EXPND TEC SC ETF	$225K	0.0%	1,999 SH	New
ISHARES TR	EXPONENTIAL TECH	$502K	0.0%	7,692 SH	New
ISHARES TR	FLTG RATE NT ETF	$282K	0.0%	5,528 SH	New
ISHARES TR	GLB CNS DISC ETF	$245K	0.0%Prev: 0.0%	1,303 SH	Increased-1 SH
ISHARES TR	GLB CNSM STP ETF	$965K	0.1%Prev: 0.1%	14,759 SH	Decreased-612 SH
ISHARES TR	GLB INFRASTR ETF	$568K	0.0%Prev: 0.0%	9,600 SH	Decreased-420 SH
ISHARES TR	GLOB HLTHCRE ETF	$440K	0.0%Prev: 0.0%	5,108 SH	Increased+748 SH
ISHARES TR	GLOB INDSTRL ETF	$934K	0.1%Prev: 0.1%	5,648 SH	Decreased-2 SH
ISHARES TR	GLOBAL TECH ETF	$1.4M	0.1%Prev: 0.1%	15,157 SH	Decreased+1,045 SH
ISHARES TR	IBDS DEC28 ETF	$268K	0.0%Prev: 0.0%	10,528 SH	Decreased-3,555 SH
ISHARES TR	IBONDS 27 ETF	$548K	0.0%Prev: 0.1%	22,577 SH	Decreased-13,979 SH
ISHARES TR	IBONDS DEC2026	$577K	0.0%Prev: 0.0%	23,789 SH	Decreased-5,780 SH
ISHARES TR	IBONDS DEC25 ETF	$741K	0.1%	29,438 SH	New
ISHARES TR	IBOXX HI YD ETF	$526K	0.0%Prev: 0.0%	6,523 SH	Increased+1,194 SH
ISHARES TR	IBOXX INV CP ETF	$683K	0.0%Prev: 0.0%	6,231 SH	Increased+30 SH
ISHARES TR	ISHARES BIOTECH	$1.1M	0.1%Prev: 0.1%	9,076 SH	Decreased+329 SH
ISHARES TR	ISHARES SEMICDTR	$668K	0.0%Prev: 0.1%	2,800 SH	Decreased+215 SH
ISHARES TR	ISHS 1-5YR INVS	$10.1M	0.7%Prev: 0.6%	190,537 SH	Increased+3,931 SH
ISHARES TR	ISHS 5-10YR INVT	$5.8M	0.4%Prev: 0.4%	109,290 SH	Decreased-5,250 SH
ISHARES TR	JPMORGAN USD EMG	$1.3M	0.1%Prev: 0.1%	13,787 SH	Decreased-1,220 SH
ISHARES TR	MSCI EAFE ETF	$928K	0.1%Prev: 0.1%	10,382 SH	Decreased-6,062 SH
ISHARES TR	MSCI EAFE MIN VL	$747K	0.1%Prev: 0.1%	8,890 SH	Decreased-160 SH
ISHARES TR	MSCI EMG MKT ETF	$755K	0.1%Prev: 0.1%	15,660 SH	Decreased-14 SH
ISHARES TR	MSCI USA MIN VOL	$2.8M	0.2%Prev: 0.2%	29,461 SH	Increased+966 SH
ISHARES TR	MSCI USA SMCP MN	$941K	0.1%Prev: 0.1%	22,399 SH	Decreased
ISHARES TR	MSCI USA VALUE	$247K	0.0%	2,184 SH	New
ISHARES TR	NATIONAL MUN ETF	$6.9M	0.5%Prev: 0.6%	65,723 SH	Decreased-21,615 SH
ISHARES TR	PFD AND INCM SEC	$919K	0.1%Prev: 0.1%	29,952 SH	Increased+807 SH
ISHARES TR	RUS 1000 GRW ETF	$403K	0.0%Prev: 0.0%	949 SH	Increased+13 SH
ISHARES TR	RUS 1000 VAL ETF	$228K	0.0%Prev: 0.0%	1,173 SH	Decreased+27 SH
ISHARES TR	RUS 2000 GRW ETF	$322K	0.0%Prev: 0.0%	1,125 SH	Decreased
ISHARES TR	RUS 2000 VAL ETF	$486K	0.0%Prev: 0.0%	3,082 SH	Decreased
ISHARES TR	RUS MDCP VAL ETF	$305K	0.0%Prev: 0.0%	2,311 SH	Decreased-105 SH
ISHARES TR	RUS MID CAP ETF	$1.2M	0.1%Prev: 0.1%	13,484 SH	Decreased+240 SH
ISHARES TR	RUSSELL 2000 ETF	$1.5M	0.1%Prev: 0.1%	6,993 SH	Decreased+41 SH
ISHARES TR	S&P 500 GRWT ETF	$6.5M	0.5%Prev: 0.4%	59,307 SH	Increased+9,323 SH
ISHARES TR	S&P 500 VAL ETF	$1.8M	0.1%Prev: 0.1%	9,237 SH	Decreased
ISHARES TR	S&P MC 400GR ETF	$216K	0.0%Prev: 0.0%	2,376 SH	Decreased
ISHARES TR	S&P MC 400VL ETF	$277K	0.0%Prev: 0.0%	2,245 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$882K	0.1%Prev: 0.1%	6,630 SH	Decreased-691 SH
ISHARES TR	SELECT DIVID ETF	$1.6M	0.1%Prev: 0.1%	12,072 SH	Decreased+550 SH
ISHARES TR	SHORT TREAS BD	$357K	0.0%	3,229 SH	New
ISHARES TR	SHRT NAT MUN ETF	$572K	0.0%Prev: 0.1%	5,383 SH	Decreased-2,250 SH
ISHARES TR	SP SMCP600VL ETF	$818K	0.1%Prev: 0.1%	8,221 SH	Decreased+104 SH
ISHARES TR	TIPS BD ETF	$1.1M	0.1%Prev: 0.1%	10,376 SH	Increased+799 SH
ISHARES TR	U.S. BAS MTL ETF	$334K	0.0%Prev: 0.0%	2,383 SH	Decreased
ISHARES TR	U.S. TECH ETF	$1.7M	0.1%Prev: 0.1%	9,576 SH	Increased+3,787 SH
ISHARES TR	US AER DEF ETF	$837K	0.1%Prev: 0.1%	4,439 SH	Decreased+68 SH
ISHARES TR	US CONSM STAPLES	$487K	0.0%Prev: 0.0%	6,913 SH	Increased-19 SH
ISHARES TR	US CONSUM DISCRE	$484K	0.0%Prev: 0.0%	4,853 SH	Increased-1 SH
ISHARES TR	US HLTHCARE ETF	$546K	0.0%Prev: 0.0%	9,661 SH	Decreased+257 SH
ISHARES TR	US INDUSTRIALS	$357K	0.0%Prev: 0.0%	2,510 SH	Increased+140 SH
ISHARES TR	US INFRASTRUC	$226K	0.0%Prev: 0.0%	4,593 SH	Decreased-3 SH
ISHARES TR	USD INV GRDE ETF	$1.3M	0.1%Prev: 0.1%	24,642 SH	Decreased-256 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.0M	0.1%Prev: 0.1%	11,009 SH	Decreased-707 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$378K	0.0%Prev: 0.0%	7,454 SH	Increased+247 SH
JABIL INC	COM	$915K	0.1%Prev: 0.1%	4,195 SH	Decreased+318 SH
JOHNSON & JOHNSON	COM	$1.7M	0.1%Prev: 0.2%	11,006 SH	Decreased+194 SH
JPMORGAN CHASE & CO.	COM	$1.8M	0.1%	6,197 SH	New
LIVE OAK BANCSHARES INC	COM	$268K	0.0%Prev: 0.0%	8,978 SH	Increased+2,289 SH
LOWES COS INC	COM	$307K	0.0%Prev: 0.0%	1,382 SH	Decreased+73 SH
MARATHON PETE CORP	COM	$207K	0.0%Prev: 0.0%	1,247 SH	Decreased
MARKEL GROUP INC	COM	$204K	0.0%	102 SH	New
MARVELL TECHNOLOGY INC	COM	$201K	0.0%	2,597 SH	New
MCDONALDS CORP	COM	$210K	0.0%	720 SH	New
MERCK & CO INC	COM	$798K	0.1%Prev: 0.1%	10,082 SH	Decreased+988 SH
META PLATFORMS INC	CL A	$358K	0.0%Prev: 0.0%	485 SH	Increased+13 SH
MICROSOFT CORP	COM	$4.7M	0.3%Prev: 0.2%	9,511 SH	Increased+317 SH
MICROSTRATEGY INC	CL A NEW	$4.9M	0.3%	12,109 SH	New
MOLSON COORS BEVERAGE CO	CL B	$216K	0.0%	4,486 SH	New
MOODYS CORP	COM	$847K	0.1%Prev: 0.0%	1,689 SH	Increased
NETFLIX INC	COM	$521K	0.0%	389 SH	New
NVIDIA CORPORATION	COM	$5.3M	0.4%Prev: 0.4%	33,759 SH	Decreased+1,493 SH
NXP SEMICONDUCTORS N V	COM	$290K	0.0%Prev: 0.0%	1,326 SH	Increased+186 SH
PALANTIR TECHNOLOGIES INC	CL A	$234K	0.0%	1,720 SH	New
PEPSICO INC	COM	$742K	0.1%Prev: 0.1%	5,617 SH	Decreased+456 SH
PFIZER INC	COM	$369K	0.0%	15,234 SH	New
PHILIP MORRIS INTL INC	COM	$773K	0.1%Prev: 0.0%	4,242 SH	Increased+713 SH
PINNACLE FINL PARTNERS INC	COM	$2.8M	0.2%Prev: 0.2%	25,748 SH	Increased-1,708 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.1%	7,607 SH	New
PROSHARES TR	PSHS ULT S&P 500	$421K	0.0%	4,304 SH	New
ROYAL BK CDA	COM	$331K	0.0%Prev: 0.0%	2,519 SH	Decreased
RTX CORPORATION	COM	$599K	0.0%Prev: 0.0%	4,104 SH	Decreased+493 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.0M	0.3%Prev: 0.3%	165,182 SH	Decreased+6,445 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$279K	0.0%Prev: 0.0%	9,751 SH	Increased+1,185 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.6M	0.8%Prev: 0.8%	523,538 SH	Decreased+32,731 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.8M	0.3%Prev: 0.2%	89,810 SH	Increased+9,474 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.5M	0.2%Prev: 0.2%	148,688 SH	Increased+7,685 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$25.4M	1.8%Prev: 1.6%	1,064,255 SH	Decreased+42,154 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.9M	0.5%Prev: 0.5%	260,128 SH	Decreased+17,718 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$663K	0.0%Prev: 0.0%	22,714 SH	Increased+1,269 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$372K	0.0%Prev: 0.0%	13,438 SH	Decreased+180 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$9.0M	0.6%Prev: 0.5%	366,285 SH	Increased+61,101 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$8.7M	0.6%Prev: 0.6%	311,541 SH	Increased+30,817 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.9M	0.1%Prev: 0.1%	90,368 SH	Increased+3,037 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$8.0M	0.6%Prev: 0.6%	317,695 SH	Decreased+18,725 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$702K	0.0%Prev: 0.0%	26,306 SH	Increased+7,635 SH
SELECT SECTOR SPDR TR	ENERGY	$607K	0.0%	7,158 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$397K	0.0%	7,586 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.3M	0.1%	32,109 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$305K	0.0%	2,261 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.3M	0.1%	15,519 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$315K	0.0%	1,242 SH	New
SMARTFINANCIAL INC	COM NEW	$1.2M	0.1%Prev: 0.1%	34,938 SH	Decreased
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$257K	0.0%Prev: 0.0%	7,275 SH	Decreased
SOUTHERN CO	COM	$313K	0.0%Prev: 0.0%	3,409 SH	Decreased-853 SH
SPDR GOLD TR	GOLD SHS	$351K	0.0%Prev: 0.1%	1,152 SH	Decreased-841 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$242K	0.0%	4,470 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.4M	0.2%	84,206 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$534K	0.0%	12,485 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	0.2%	4,658 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$31.4M	2.2%	736,144 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$1.6M	0.1%	54,534 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$540K	0.0%	6,512 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.2M	0.1%	9,060 SH	New
TESLA INC	COM	$1.4M	0.1%Prev: 0.1%	4,517 SH	Decreased+438 SH
TRUIST FINL CORP	COM	$433K	0.0%Prev: 0.0%	10,077 SH	Increased+1,025 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$532K	0.0%Prev: 0.0%	17,858 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$387K	0.0%	3,835 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.2M	0.1%Prev: 0.1%	23,345 SH	Decreased-68 SH
VANECK ETF TRUST	PREFERRED SECURT	$305K	0.0%	17,800 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$5.3M	0.4%Prev: 0.4%	52,302 SH	Decreased+1,453 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.2M	0.4%Prev: 0.5%	78,320 SH	Decreased-12,797 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$120.9M	8.4%Prev: 8.9%	1,641,785 SH	Decreased-247,770 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$629K	0.0%Prev: 0.1%	12,608 SH	Decreased-7,806 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$12.0M	0.8%Prev: 0.9%	241,640 SH	Decreased-48,420 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.6M	0.1%Prev: 0.1%	8,084 SH	Decreased+377 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.1%Prev: 0.1%	3,086 SH	Increased+132 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$10.7M	0.7%Prev: 0.7%	37,421 SH	Decreased+616 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.1M	0.2%Prev: 0.2%	10,972 SH	Increased+7 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.4M	0.1%Prev: 0.1%	8,412 SH	Decreased-344 SH
VANGUARD INDEX FDS	MID CAP ETF	$16.2M	1.1%Prev: 1.0%	58,058 SH	Increased+5,145 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$20.2M	1.4%Prev: 1.4%	226,989 SH	Decreased-21,743 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.0M	0.3%Prev: 0.3%	7,108 SH	Decreased-63 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.4M	0.2%Prev: 0.2%	12,162 SH	Decreased+36 SH
VANGUARD INDEX FDS	SMALL CP ETF	$23.5M	1.6%Prev: 1.7%	99,349 SH	Decreased-26 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$258K	0.0%Prev: 0.0%	933 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$443.8M	30.7%Prev: 30.1%	1,460,097 SH	Decreased-6,428 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.1%Prev: 0.1%	9,356 SH	Decreased-972 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$58.3M	4.0%Prev: 3.8%	867,006 SH	Decreased+75,204 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$44.3M	3.1%Prev: 3.2%	894,697 SH	Decreased-29,958 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$291K	0.0%Prev: 0.0%	3,536 SH	Decreased-4,116 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.6M	0.2%Prev: 0.2%	19,277 SH	Decreased+644 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.4M	0.1%Prev: 0.1%	10,564 SH	Decreased+53 SH
VANGUARD MALVERN FDS	CORE BD ETF	$2.1M	0.1%Prev: 0.1%	27,393 SH	Increased+1,110 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$855K	0.1%Prev: 0.1%	17,008 SH	Decreased-3,924 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.3M	0.4%Prev: 0.4%	107,213 SH	Decreased-5,401 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$62.3M	4.3%Prev: 4.4%	751,904 SH	Decreased-85,763 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$14.0M	1.0%Prev: 1.1%	237,605 SH	Decreased-45,102 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$36.4M	2.5%Prev: 2.6%	457,889 SH	Decreased-49,673 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.3M	0.9%Prev: 0.8%	65,215 SH	Increased+7,294 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.8M	0.2%Prev: 0.2%	40,309 SH	Decreased-467 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$75.6M	5.2%Prev: 5.6%	1,325,529 SH	Decreased-54,592 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.2M	0.1%Prev: 0.1%	33,004 SH	Increased+479 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$16.3M	1.1%Prev: 1.0%	122,366 SH	Increased+18,724 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$494K	0.0%Prev: 0.0%	6,162 SH	Decreased-428 SH
VANGUARD WORLD FD	CONSUM STP ETF	$17.2M	1.2%Prev: 1.0%	78,643 SH	Increased+9,628 SH
VANGUARD WORLD FD	ENERGY ETF	$1.4M	0.1%Prev: 0.1%	11,543 SH	Decreased+411 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$454K	0.0%Prev: 0.0%	6,936 SH	Increased+3,844 SH
VANGUARD WORLD FD	ESG US STK ETF	$5.5M	0.4%Prev: 0.2%	50,298 SH	Increased+23,255 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$418K	0.0%Prev: 0.0%	1,685 SH	Decreased+76 SH
VANGUARD WORLD FD	INF TECH ETF	$4.1M	0.3%Prev: 0.3%	6,124 SH	Decreased+246 SH
VANGUARD WORLD FD	UTILITIES ETF	$16.6M	1.1%Prev: 1.2%	93,795 SH	Decreased+2,737 SH
VERIZON COMMUNICATIONS INC	COM	$520K	0.0%Prev: 0.0%	12,014 SH	Increased+2,136 SH
VISA INC	COM CL A	$512K	0.0%Prev: 0.0%	1,442 SH	Increased+239 SH
WALMART INC	COM	$1.4M	0.1%Prev: 0.1%	14,350 SH	Increased+3,139 SH
WESTROCK COFFEE CO	COM	$69K	0.0%Prev: 0.0%	12,061 SH	Increased
XCEL ENERGY INC	COM	$222K	0.0%Prev: 0.0%	3,267 SH	Decreased+325 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $323K
ALPHABET INC — $217K
ASTRAZENECA PLC — $422K
CHEVRON CORPORATION — $355K
COSTCO WHOLESALE CORPORATION — $888K
ISHARES INC — $273K
ISHARES TR — $225K
ISHARES TR — $2.6M
ISHARES TR — $259K
ISHARES TR — $449K
ISHARES TR — $244K
ISHARES TR — $317K
ISHARES TR — $291K
JPMORGAN CHASE & CO — $1.9M
LOCKHEED MARTIN CORP — $203K
MASTERCARD INCORPORATED — $218K
NETFLIX INC. — $241K
PROCTER & GAMBLE CO — $961K
SELECT SECTOR SPDR TR — $833K
SELECT SECTOR SPDR TR — $399K
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001773830-26-000005	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001773830-26-000001	$1.58B	View
Oct 15, 2025	Q3 2025