PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

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

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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: $1.53B242 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$460K	0.0%	3,435 SH	New
ABBVIE INC	COM	$1.2M	0.1%Prev: 0.1%	5,279 SH	Increased+1,373 SH
ALPHABET INC	CAP STK CL A	$749K	0.0%Prev: 0.1%	3,082 SH	Decreased-60 SH
ALTRIA GROUP INC	COM	$393K	0.0%Prev: 0.0%	5,956 SH	Increased+2,700 SH
AMAZON COM INC	COM	$2.4M	0.2%Prev: 0.1%	10,839 SH	Increased+1,207 SH
AMGEN INC	COM	$1.4M	0.1%Prev: 0.1%	4,945 SH	Decreased+221 SH
ANALOG DEVICES INC	COM	$677K	0.0%Prev: 0.1%	2,755 SH	Decreased+197 SH
APPLE INC	COM	$9.6M	0.6%Prev: 0.7%	37,734 SH	Decreased-4,504 SH
ARCHER DANIELS MIDLAND CO	COM	$352K	0.0%Prev: 0.0%	5,892 SH	Decreased+1,094 SH
ASTRAZENECA PLC	SPONSORED ADR	$328K	0.0%	4,279 SH	New
AT&T INC	COM	$395K	0.0%Prev: 0.0%	13,980 SH	Increased+1,047 SH
BANK AMERICA CORP	COM	$223K	0.0%	4,332 SH	New
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$623K	0.0%Prev: 0.0%	17,570 SH	Decreased+205 SH
BARINGS CORPORATE INVS	COM	$1.4M	0.1%Prev: 0.1%	68,100 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$4.5M	0.3%Prev: 0.3%	6 SH	Increased
BNY MELLON ETF TRUST	US MDCP CORE EQT	$217K	0.0%Prev: 0.0%	2,000 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$253K	0.0%Prev: 0.0%	5,619 SH	Increased+1,383 SH
BROADCOM INC	COM	$392K	0.0%Prev: 0.0%	1,189 SH	Decreased-605 SH
CARPENTER TECHNOLOGY CORP	COM	$246K	0.0%Prev: 0.0%	1,000 SH	Decreased
CATERPILLAR INC	COM	$1.3M	0.1%Prev: 0.2%	2,750 SH	Decreased-216 SH
CHEVRON CORP NEW	COM	$322K	0.0%	2,073 SH	New
CISCO SYS INC	COM	$374K	0.0%Prev: 0.0%	5,470 SH	Increased+2,971 SH
COCA COLA CO	COM	$746K	0.0%Prev: 0.0%	11,244 SH	Decreased+678 SH
CONSOLIDATED EDISON INC	COM	$224K	0.0%	2,228 SH	New
COSTCO WHSL CORP NEW	COM	$767K	0.1%	829 SH	New
CSX CORP	COM	$692K	0.0%Prev: 0.1%	19,475 SH	Decreased+177 SH
DEERE & CO	COM	$1.2M	0.1%Prev: 0.1%	2,719 SH	Decreased+262 SH
DISNEY WALT CO	COM	$215K	0.0%	1,874 SH	New
DUKE ENERGY CORP NEW	COM NEW	$441K	0.0%Prev: 0.0%	3,567 SH	Increased+541 SH
ELI LILLY & CO	COM	$1.0M	0.1%Prev: 0.1%	1,327 SH	Decreased+277 SH
ENTERPRISE PRODS PARTNERS L	COM	$664K	0.0%Prev: 0.0%	21,242 SH	Increased+5,116 SH
EQT CORP	COM	$468K	0.0%Prev: 0.0%	8,599 SH	Increased
ETF SER SOLUTIONS	US GLB JETS	$445K	0.0%Prev: 0.0%	18,045 SH	Decreased+1,096 SH
EXXON MOBIL CORP	COM	$1.8M	0.1%	15,756 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$306K	0.0%Prev: 0.0%	1,094 SH	Decreased-253 SH
GE AEROSPACE	COM NEW	$211K	0.0%Prev: 0.0%	702 SH	Decreased
GENERAL DYNAMICS CORP	COM	$240K	0.0%Prev: 0.0%	703 SH	Increased+57 SH
GLOBAL X FDS	GLB X MLP ENRG I	$3.0M	0.2%Prev: 0.2%	47,699 SH	Decreased+3,516 SH
HERSHEY CO	COM	$242K	0.0%Prev: 0.0%	1,293 SH	Increased
HOME DEPOT INC	COM	$2.7M	0.2%Prev: 0.1%	6,557 SH	Increased+782 SH
INTERNATIONAL BUSINESS MACHS	COM	$309K	0.0%Prev: 0.0%	1,095 SH	Increased+190 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$315K	0.0%Prev: 0.0%	27,198 SH	Increased+8,858 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$710K	0.0%Prev: 0.1%	13,368 SH	Decreased
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$938K	0.1%Prev: 0.1%	12,766 SH	Decreased
INVESCO EXCH TRADED FD TR II	SOLAR ETF	$1.6M	0.1%Prev: 0.1%	36,654 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.1M	0.1%Prev: 0.1%	11,151 SH	Decreased+71 SH
INVESCO QQQ TR	UNIT SER 1	$5.5M	0.4%Prev: 0.4%	9,192 SH	Decreased-5 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$827K	0.1%Prev: 0.0%	12,727 SH	Increased+1,470 SH
ISHARES GOLD TR	ISHARES NEW	$3.8M	0.2%Prev: 0.2%	51,839 SH	Increased+12,651 SH
ISHARES INC	CORE MSCI EMKT	$10.7M	0.7%Prev: 0.8%	161,980 SH	Decreased+1,896 SH
ISHARES INC	MSCI EMERG MRKT	$527K	0.0%Prev: 0.0%	8,255 SH	Decreased+91 SH
ISHARES INC	MSCI GBL MIN VOL	$308K	0.0%Prev: 0.0%	2,569 SH	Decreased
ISHARES TR	0-5 YR TIPS ETF	$811K	0.1%Prev: 0.1%	7,847 SH	Decreased-1,374 SH
ISHARES TR	0-5YR HI YL CP	$559K	0.0%Prev: 0.0%	12,907 SH	Decreased-470 SH
ISHARES TR	1 3 YR TREAS BD	$7.3M	0.5%Prev: 0.4%	88,097 SH	Increased+3,659 SH
ISHARES TR	10-20 YR TRS ETF	$648K	0.0%	6,290 SH	New
ISHARES TR	3 7 YR TREAS BD	$283K	0.0%Prev: 0.0%	2,365 SH	Decreased-95 SH
ISHARES TR	ASIA 50 ETF	$219K	0.0%Prev: 0.0%	2,315 SH	Decreased+200 SH
ISHARES TR	BROAD USD HIGH	$2.0M	0.1%Prev: 0.1%	52,915 SH	Increased+6,314 SH
ISHARES TR	CORE 1 5 YR USD	$221K	0.0%Prev: 0.0%	4,515 SH	Decreased-352 SH
ISHARES TR	CORE DIV GRWTH	$1.6M	0.1%Prev: 0.1%	23,478 SH	Decreased+584 SH
ISHARES TR	CORE HIGH DV ETF	$1.6M	0.1%Prev: 0.1%	13,259 SH	Decreased-50,666 SH
ISHARES TR	CORE INTL AGGR	$2.2M	0.1%Prev: 0.1%	43,211 SH	Decreased-6,595 SH
ISHARES TR	CORE MSCI EAFE	$9.6M	0.6%Prev: 0.6%	110,123 SH	Decreased+8,401 SH
ISHARES TR	CORE MSCI EURO	$844K	0.1%Prev: 0.1%	12,391 SH	Decreased-33 SH
ISHARES TR	CORE MSCI INTL	$7.2M	0.5%Prev: 0.4%	90,044 SH	Decreased+4,806 SH
ISHARES TR	CORE MSCI TOTAL	$242K	0.0%Prev: 0.0%	2,928 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.1%Prev: 0.1%	17,880 SH	Decreased+371 SH
ISHARES TR	CORE S&P SCP ETF	$2.0M	0.1%Prev: 0.1%	16,558 SH	Decreased+102 SH
ISHARES TR	CORE S&P TTL STK	$8.8M	0.6%Prev: 0.5%	60,220 SH	Decreased+6,084 SH
ISHARES TR	CORE S&P500 ETF	$12.6M	0.8%Prev: 1.1%	18,866 SH	Decreased-6,340 SH
ISHARES TR	CORE TOTAL USD	$2.1M	0.1%	43,967 SH	New
ISHARES TR	CORE US AGGBD ET	$19.8M	1.3%Prev: 1.2%	197,903 SH	Decreased-2,795 SH
ISHARES TR	ESG AWR MSCI USA	$240K	0.0%Prev: 0.0%	1,651 SH	Decreased-740 SH
ISHARES TR	EXPANDED TECH	$278K	0.0%	2,420 SH	New
ISHARES TR	FLTG RATE NT ETF	$282K	0.0%	5,528 SH	New
ISHARES TR	FUTURE EXPONENTI	$493K	0.0%	6,853 SH	New
ISHARES TR	GLB CNS DISC ETF	$270K	0.0%Prev: 0.0%	1,303 SH	Increased-2 SH
ISHARES TR	GLB CNSM STP ETF	$989K	0.1%Prev: 0.1%	15,364 SH	Decreased-1,734 SH
ISHARES TR	GLB INFRASTR ETF	$587K	0.0%Prev: 0.0%	9,600 SH	Decreased-20 SH
ISHARES TR	GLOB HLTHCRE ETF	$432K	0.0%Prev: 0.0%	4,878 SH	Increased+526 SH
ISHARES TR	GLOB INDSTRL ETF	$976K	0.1%Prev: 0.1%	5,648 SH	Decreased-4 SH
ISHARES TR	GLOBAL MATER ETF	$213K	0.0%Prev: 0.0%	2,300 SH	Decreased
ISHARES TR	GLOBAL TECH ETF	$1.5M	0.1%Prev: 0.1%	14,957 SH	Decreased+1,285 SH
ISHARES TR	IBDS DEC28 ETF	$349K	0.0%Prev: 0.0%	13,688 SH	Increased-5 SH
ISHARES TR	IBONDS 27 ETF	$690K	0.0%Prev: 0.0%	28,357 SH	Decreased-6,959 SH
ISHARES TR	IBONDS DEC2026	$719K	0.0%Prev: 0.0%	29,569 SH	Increased+620 SH
ISHARES TR	IBONDS DEC25 ETF	$742K	0.0%	29,438 SH	New
ISHARES TR	IBOXX HI YD ETF	$485K	0.0%Prev: 0.0%	5,972 SH	Increased+643 SH
ISHARES TR	IBOXX INV CP ETF	$694K	0.0%Prev: 0.0%	6,229 SH	Increased+28 SH
ISHARES TR	ISHARES BIOTECH	$1.3M	0.1%Prev: 0.1%	9,076 SH	Decreased+1,139 SH
ISHARES TR	ISHARES SEMICDTR	$704K	0.0%Prev: 0.1%	2,595 SH	Decreased+10 SH
ISHARES TR	ISHS 1-5YR INVS	$9.9M	0.6%Prev: 0.6%	187,107 SH	Increased-83 SH
ISHARES TR	ISHS 5-10YR INVT	$5.8M	0.4%Prev: 0.4%	106,624 SH	Decreased-10,122 SH
ISHARES TR	JPMORGAN USD EMG	$1.3M	0.1%Prev: 0.1%	13,610 SH	Decreased-1,433 SH
ISHARES TR	MSCI EAFE ETF	$970K	0.1%Prev: 0.1%	10,392 SH	Decreased-6,950 SH
ISHARES TR	MSCI EAFE MIN VL	$767K	0.1%Prev: 0.0%	9,046 SH	Decreased+283 SH
ISHARES TR	MSCI EMG MKT ETF	$836K	0.1%Prev: 0.1%	15,660 SH	Decreased+1,013 SH
ISHARES TR	MSCI USA MIN VOL	$2.8M	0.2%	29,572 SH	New
ISHARES TR	MSCI USA SMCP MN	$964K	0.1%Prev: 0.1%	22,399 SH	Decreased
ISHARES TR	MSCI USA VALUE	$249K	0.0%	1,995 SH	New
ISHARES TR	NATIONAL MUN ETF	$8.4M	0.5%Prev: 0.5%	79,119 SH	Decreased-7,776 SH
ISHARES TR	PFD AND INCM SEC	$923K	0.1%Prev: 0.1%	29,187 SH	Increased-168 SH
ISHARES TR	RUS 1000 GRW ETF	$438K	0.0%Prev: 0.0%	936 SH	Decreased-2,808 SH
ISHARES TR	RUS 1000 VAL ETF	$233K	0.0%Prev: 0.0%	1,146 SH	Decreased
ISHARES TR	RUS 2000 GRW ETF	$360K	0.0%Prev: 0.0%	1,125 SH	Decreased
ISHARES TR	RUS 2000 VAL ETF	$545K	0.0%Prev: 0.0%	3,082 SH	Decreased
ISHARES TR	RUS MDCP VAL ETF	$323K	0.0%Prev: 0.0%	2,311 SH	Decreased-105 SH
ISHARES TR	RUS MID CAP ETF	$1.3M	0.1%Prev: 0.1%	13,484 SH	Decreased+240 SH
ISHARES TR	RUSSELL 2000 ETF	$1.7M	0.1%Prev: 0.1%	6,952 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$6.4M	0.4%Prev: 0.4%	53,147 SH	Decreased+3,421 SH
ISHARES TR	S&P 500 VAL ETF	$1.9M	0.1%Prev: 0.1%	9,237 SH	Decreased
ISHARES TR	S&P MC 400GR ETF	$228K	0.0%Prev: 0.0%	2,376 SH	Decreased
ISHARES TR	S&P MC 400VL ETF	$291K	0.0%Prev: 0.0%	2,245 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$928K	0.1%Prev: 0.1%	6,558 SH	Decreased-698 SH
ISHARES TR	SELECT DIVID ETF	$1.7M	0.1%Prev: 0.1%	11,947 SH	Decreased+457 SH
ISHARES TR	SHORT TREAS BD	$341K	0.0%	3,086 SH	New
ISHARES TR	SHRT NAT MUN ETF	$575K	0.0%Prev: 0.0%	5,383 SH	Decreased-2,297 SH
ISHARES TR	SP SMCP600VL ETF	$909K	0.1%Prev: 0.1%	8,221 SH	Decreased+104 SH
ISHARES TR	TIPS BD ETF	$1.2M	0.1%Prev: 0.1%	10,365 SH	Increased+788 SH
ISHARES TR	U.S. BAS MTL ETF	$353K	0.0%Prev: 0.0%	2,383 SH	Decreased
ISHARES TR	U.S. TECH ETF	$1.3M	0.1%Prev: 0.1%	6,557 SH	Decreased+768 SH
ISHARES TR	US AER DEF ETF	$929K	0.1%Prev: 0.1%	4,439 SH	Decreased+468 SH
ISHARES TR	US CONSM STAPLES	$473K	0.0%Prev: 0.0%	6,919 SH	Decreased-1,040 SH
ISHARES TR	US CONSUM DISCRE	$509K	0.0%Prev: 0.0%	4,854 SH	Increased-1 SH
ISHARES TR	US HLTHCARE ETF	$552K	0.0%Prev: 0.0%	9,402 SH	Decreased+86 SH
ISHARES TR	US INDUSTRIALS	$366K	0.0%Prev: 0.0%	2,510 SH	Decreased+140 SH
ISHARES TR	US INFRASTRUC	$243K	0.0%Prev: 0.0%	4,594 SH	Decreased-1 SH
ISHARES TR	USD INV GRDE ETF	$1.3M	0.1%Prev: 0.1%	24,358 SH	Increased-360 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.2M	0.1%Prev: 0.1%	11,809 SH	Increased+839 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$380K	0.0%Prev: 0.0%	7,484 SH	Decreased-337 SH
JABIL INC	COM	$911K	0.1%Prev: 0.1%	4,195 SH	Decreased+468 SH
JOHNSON & JOHNSON	COM	$2.0M	0.1%Prev: 0.2%	10,982 SH	Decreased+222 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.1%	6,183 SH	New
LIVE OAK BANCSHARES INC	COM	$316K	0.0%	8,978 SH	New
LOWES COS INC	COM	$348K	0.0%Prev: 0.0%	1,383 SH	Increased+124 SH
MARATHON PETE CORP	COM	$240K	0.0%Prev: 0.0%	1,247 SH	Decreased
MARVELL TECHNOLOGY INC	COM	$218K	0.0%	2,597 SH	New
MASTERCARD INCORPORATED	CL A	$249K	0.0%Prev: 0.0%	437 SH	Increased
MCDONALDS CORP	COM	$218K	0.0%	717 SH	New
MERCK & CO INC	COM	$835K	0.1%Prev: 0.1%	9,945 SH	Decreased+1,480 SH
META PLATFORMS INC	CL A	$353K	0.0%Prev: 0.0%	480 SH	Increased+17 SH
MICROSOFT CORP	COM	$4.7M	0.3%Prev: 0.2%	9,094 SH	Increased+91 SH
MOODYS CORP	COM	$805K	0.1%Prev: 0.0%	1,689 SH	Increased
NETFLIX INC	COM	$411K	0.0%	343 SH	New
NVIDIA CORPORATION	COM	$6.2M	0.4%Prev: 0.3%	33,301 SH	Increased+5,885 SH
NXP SEMICONDUCTORS N V	COM	$279K	0.0%Prev: 0.0%	1,226 SH	Decreased+103 SH
PALANTIR TECHNOLOGIES INC	CL A	$219K	0.0%	1,198 SH	New
PEPSICO INC	COM	$772K	0.1%Prev: 0.0%	5,498 SH	Increased+337 SH
PFIZER INC	COM	$362K	0.0%	14,199 SH	New
PHILIP MORRIS INTL INC	COM	$686K	0.0%Prev: 0.0%	4,229 SH	Increased+700 SH
PINNACLE FINL PARTNERS INC	COM	$2.4M	0.2%Prev: 0.2%	25,794 SH	Decreased-1,758 SH
PROCTER AND GAMBLE CO	COM	$1.2M	0.1%	7,594 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$244K	0.0%	1,781 SH	New
ROYAL BK CDA	COM	$371K	0.0%Prev: 0.0%	2,519 SH	Decreased+18 SH
RTX CORPORATION	COM	$656K	0.0%Prev: 0.0%	3,922 SH	Increased+544 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.5M	0.4%Prev: 0.3%	164,692 SH	Decreased+5,622 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$304K	0.0%Prev: 0.0%	9,751 SH	Decreased+1,185 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.9M	0.8%Prev: 0.8%	512,308 SH	Decreased+23,734 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$4.0M	0.3%Prev: 0.2%	87,823 SH	Increased+9,138 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.4M	0.2%Prev: 0.2%	143,729 SH	Increased+2,165 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$27.2M	1.8%Prev: 1.7%	1,057,006 SH	Decreased+52,773 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.9M	0.4%Prev: 0.4%	251,574 SH	Decreased+17,560 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$698K	0.0%Prev: 0.0%	21,870 SH	Decreased+417 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$386K	0.0%Prev: 0.0%	13,258 SH	Decreased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$9.5M	0.6%Prev: 0.5%	361,003 SH	Increased+60,067 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$9.0M	0.6%Prev: 0.6%	303,670 SH	Decreased+23,132 SH
SCHWAB STRATEGIC TR	US REIT ETF	$2.0M	0.1%Prev: 0.1%	90,958 SH	Decreased+3,821 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$8.8M	0.6%Prev: 0.6%	316,540 SH	Decreased+30,164 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$574K	0.0%Prev: 0.0%	21,282 SH	Increased+2,559 SH
SELECT SECTOR SPDR TR	ENERGY	$639K	0.0%	7,158 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$409K	0.0%	7,586 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$1.4M	0.1%	32,854 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$315K	0.0%	2,262 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.4M	0.1%	15,519 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$350K	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	$313K	0.0%Prev: 0.0%	7,275 SH	Decreased
SOUTHERN CO	COM	$317K	0.0%Prev: 0.0%	3,350 SH	Decreased-912 SH
SPDR GOLD TR	GOLD SHS	$507K	0.0%Prev: 0.0%	1,427 SH	Decreased-323 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$265K	0.0%	4,470 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.6M	0.2%	84,206 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$584K	0.0%	12,485 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.0M	0.2%	4,488 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$35.6M	2.3%	769,539 SH	New
SPDR SERIES TRUST	PORTFOLIO SHORT	$1.6M	0.1%	54,257 SH	New
SPDR SERIES TRUST	S&P BIOTECH	$653K	0.0%	6,512 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$1.3M	0.1%	9,062 SH	New
STRATEGY INC	CL A NEW	$4.7M	0.3%Prev: 0.0%	14,465 SH	Increased+7,201 SH
TESLA INC	COM	$2.0M	0.1%Prev: 0.1%	4,428 SH	Increased+314 SH
TJX COS INC NEW	COM	$233K	0.0%Prev: 0.0%	1,611 SH	Decreased-570 SH
TRUIST FINL CORP	COM	$461K	0.0%Prev: 0.0%	10,077 SH	Increased+1,025 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$560K	0.0%Prev: 0.0%	17,858 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$266K	0.0%	3,188 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$1.8M	0.1%Prev: 0.1%	23,345 SH	Increased-68 SH
VANECK ETF TRUST	PREFERRED SECURT	$322K	0.0%	18,104 SH	New
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$5.8M	0.4%Prev: 0.4%	52,273 SH	Decreased+1,331 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.2M	0.4%Prev: 0.4%	78,374 SH	Increased+724 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$126.8M	8.3%Prev: 8.3%	1,705,220 SH	Decreased-240,349 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$591K	0.0%Prev: 0.1%	11,824 SH	Decreased-13,216 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$12.7M	0.8%Prev: 0.8%	256,138 SH	Decreased-41,118 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.7M	0.1%Prev: 0.1%	7,940 SH	Decreased+228 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.4M	0.1%Prev: 0.1%	2,973 SH	Decreased-14,749 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$11.4M	0.7%Prev: 0.7%	37,163 SH	Decreased+1,840 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.2M	0.2%Prev: 0.2%	10,965 SH	Decreased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.5M	0.1%Prev: 0.1%	8,400 SH	Decreased-341 SH
VANGUARD INDEX FDS	MID CAP ETF	$16.6M	1.1%Prev: 1.0%	56,644 SH	Decreased-150,670 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$21.4M	1.4%Prev: 1.4%	233,650 SH	Decreased-23,166 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	0.3%Prev: 0.3%	7,008 SH	Decreased-68 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.5M	0.2%Prev: 0.2%	12,123 SH	Decreased-3 SH
VANGUARD INDEX FDS	SMALL CP ETF	$25.0M	1.6%Prev: 1.7%	98,300 SH	Decreased-362 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$278K	0.0%Prev: 0.0%	933 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$480.0M	31.3%Prev: 31.5%	1,462,759 SH	Decreased-4,945 SH
VANGUARD INDEX FDS	VALUE ETF	$1.7M	0.1%Prev: 0.1%	9,362 SH	Decreased-911 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$60.4M	3.9%Prev: 3.8%	846,486 SH	Decreased+57,328 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$49.5M	3.2%Prev: 3.2%	912,904 SH	Decreased-22,195 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$311K	0.0%Prev: 0.1%	3,538 SH	Decreased-4,114 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.8M	0.2%Prev: 0.2%	19,306 SH	Decreased+808 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.5M	0.1%Prev: 0.1%	10,565 SH	Decreased+53 SH
VANGUARD MALVERN FDS	CORE BD ETF	$2.2M	0.1%Prev: 0.1%	27,648 SH	Increased+2,065 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$917K	0.1%Prev: 0.1%	18,111 SH	Decreased-11,166 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.0M	0.3%Prev: 0.3%	99,736 SH	Decreased-18,224 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$65.2M	4.3%Prev: 4.1%	775,555 SH	Decreased-77,180 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$14.7M	1.0%Prev: 1.1%	249,724 SH	Decreased-63,894 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$38.2M	2.5%Prev: 2.4%	477,368 SH	Decreased-44,144 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.8M	0.9%Prev: 0.8%	63,946 SH	Increased+6,774 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.0M	0.2%Prev: 0.2%	40,277 SH	Decreased-1,145 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$81.0M	5.3%Prev: 5.8%	1,351,580 SH	Decreased-42,847 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.2M	0.1%Prev: 0.1%	32,980 SH	Increased+374 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$17.1M	1.1%Prev: 0.9%	121,638 SH	Increased+19,870 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$549K	0.0%Prev: 0.0%	6,485 SH	Decreased-180 SH
VANGUARD WORLD FD	CONSUM STP ETF	$16.6M	1.1%Prev: 0.9%	77,516 SH	Increased+9,865 SH
VANGUARD WORLD FD	ENERGY ETF	$1.4M	0.1%Prev: 0.1%	11,462 SH	Decreased+525 SH
VANGUARD WORLD FD	ESG US STK ETF	$3.3M	0.2%Prev: 0.2%	28,083 SH	Decreased+959 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$416K	0.0%Prev: 0.0%	1,603 SH	Increased+280 SH
VANGUARD WORLD FD	INF TECH ETF	$4.4M	0.3%Prev: 0.3%	5,950 SH	Decreased-41,077 SH
VANGUARD WORLD FD	UTILITIES ETF	$17.5M	1.1%Prev: 1.0%	92,401 SH	Decreased+1,934 SH
VERIZON COMMUNICATIONS INC	COM	$457K	0.0%Prev: 0.0%	10,397 SH	Increased+544 SH
VISA INC	COM CL A	$411K	0.0%Prev: 0.0%	1,203 SH	Increased+16 SH
WALMART INC	COM	$1.5M	0.1%Prev: 0.1%	14,331 SH	Increased+3,420 SH
WESTROCK COFFEE CO	COM	$59K	0.0%Prev: 0.0%	12,061 SH	Decreased
XCEL ENERGY INC	COM	$263K	0.0%Prev: 0.0%	3,267 SH	Increased+325 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $277K
ALPHABET INC — $267K
ASTRAZENECA PLC — $405K
BANK OF AMER CORP — $247K
CHEVRON CORPORATION — $268K
COSTCO WHOLESALE CORPORATION — $544K
DONALDSON INC — $204K
GE VERNOVA INC — $204K
INTEL CORP — $541K
ISHARES INC — $236K
ISHARES TR — $2.6M
ISHARES TR — $222K
ISHARES TR — $219K
ISHARES TR — $543K
ISHARES TR — $326K
ISHARES TR — $2.8M
ISHARES U S ETF TR — $210K
JPMORGAN CHASE & CO — $2.1M
MICRON TECHNOLOGY INC — $358K
PROCTER & GAMBLE CO — $880K
… and 20 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