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: $1.58B240 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$408K	0.0%Prev: 0.0%	3,260 SH	Decreased-175 SH
ABBVIE INC	COM	$1.1M	0.1%Prev: 0.1%	4,677 SH	Decreased-602 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.1%Prev: 0.0%	3,242 SH	Increased+160 SH
ALPHABET INC	CAP STK CL C	$251K	0.0%	800 SH	New
ALTRIA GROUP INC	COM	$245K	0.0%Prev: 0.0%	4,256 SH	Decreased-1,700 SH
AMAZON COM INC	COM	$2.5M	0.2%Prev: 0.2%	10,861 SH	Increased+22 SH
AMGEN INC	COM	$1.6M	0.1%Prev: 0.1%	4,893 SH	Increased-52 SH
ANALOG DEVICES INC	COM	$730K	0.0%Prev: 0.0%	2,691 SH	Increased-64 SH
APPLE INC	COM	$10.1M	0.6%Prev: 0.6%	37,241 SH	Increased-493 SH
ARCHER DANIELS MIDLAND CO	COM	$339K	0.0%Prev: 0.0%	5,892 SH	Decreased
ASTRAZENECA PLC	SPONSORED ADR	$393K	0.0%Prev: 0.0%	4,279 SH	Increased
AT&T INC	COM	$348K	0.0%Prev: 0.0%	13,991 SH	Decreased+11 SH
BANK AMERICA CORP	COM	$238K	0.0%Prev: 0.0%	4,334 SH	Increased+2 SH
BARCLAYS BANK PLC	DJUBS CMDT ETN36	$661K	0.0%Prev: 0.0%	17,570 SH	Increased
BARINGS CORPORATE INVS	COM	$1.2M	0.1%Prev: 0.1%	68,100 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL A	$4.5M	0.3%Prev: 0.3%	6 SH	Increased
BNY MELLON ETF TRUST	US MDCP CORE EQT	$218K	0.0%Prev: 0.0%	2,000 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$302K	0.0%Prev: 0.0%	5,604 SH	Increased-15 SH
BROADCOM INC	COM	$536K	0.0%Prev: 0.0%	1,550 SH	Increased+361 SH
CARPENTER TECHNOLOGY CORP	COM	$315K	0.0%Prev: 0.0%	1,000 SH	Increased
CATERPILLAR INC	COM	$1.6M	0.1%Prev: 0.1%	2,757 SH	Increased+7 SH
CHEVRON CORP NEW	COM	$290K	0.0%Prev: 0.0%	1,900 SH	Decreased-173 SH
CISCO SYS INC	COM	$402K	0.0%Prev: 0.0%	5,222 SH	Increased-248 SH
COCA COLA CO	COM	$725K	0.0%Prev: 0.0%	10,373 SH	Decreased-871 SH
COSTCO WHSL CORP NEW	COM	$730K	0.0%Prev: 0.1%	846 SH	Decreased+17 SH
CSX CORP	COM	$706K	0.0%Prev: 0.0%	19,475 SH	Increased
DEERE & CO	COM	$1.3M	0.1%Prev: 0.1%	2,713 SH	Increased-6 SH
DISNEY WALT CO	COM	$213K	0.0%Prev: 0.0%	1,874 SH	Decreased
DONALDSON INC	COM	$201K	0.0%	2,267 SH	New
DUKE ENERGY CORP NEW	COM NEW	$357K	0.0%Prev: 0.0%	3,050 SH	Decreased-517 SH
ELI LILLY & CO	COM	$1.3M	0.1%Prev: 0.1%	1,166 SH	Increased-161 SH
ENTERPRISE PRODS PARTNERS L	COM	$687K	0.0%Prev: 0.0%	21,443 SH	Increased+201 SH
EQT CORP	COM	$461K	0.0%Prev: 0.0%	8,599 SH	Decreased
ETF SER SOLUTIONS	US GLB JETS	$507K	0.0%Prev: 0.0%	18,074 SH	Increased+29 SH
EXXON MOBIL CORP	COM	$1.9M	0.1%Prev: 0.1%	15,446 SH	Increased-310 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$299K	0.0%Prev: 0.0%	1,109 SH	Decreased+15 SH
GE AEROSPACE	COM NEW	$216K	0.0%Prev: 0.0%	702 SH	Increased
GENERAL DYNAMICS CORP	COM	$237K	0.0%Prev: 0.0%	703 SH	Decreased
GLOBAL X FDS	GLB X MLP ENRG I	$2.8M	0.2%Prev: 0.2%	45,454 SH	Decreased-2,245 SH
HERSHEY CO	COM	$235K	0.0%Prev: 0.0%	1,293 SH	Decreased
HOME DEPOT INC	COM	$2.3M	0.1%Prev: 0.2%	6,701 SH	Decreased+144 SH
INTERNATIONAL BUSINESS MACHS	COM	$324K	0.0%Prev: 0.0%	1,095 SH	Increased
INVESCO EXCH TRADED FD TR II	PFD ETF	$180K	0.0%Prev: 0.0%	16,038 SH	Decreased-11,160 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$757K	0.0%Prev: 0.0%	13,368 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$912K	0.1%Prev: 0.1%	12,766 SH	Decreased
INVESCO EXCH TRADED FD TR II	SOLAR ETF	$1.8M	0.1%Prev: 0.1%	36,654 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.1M	0.1%Prev: 0.1%	11,171 SH	Increased+20 SH
INVESCO QQQ TR	UNIT SER 1	$5.8M	0.4%Prev: 0.4%	9,441 SH	Increased+249 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$575K	0.0%Prev: 0.1%	11,574 SH	Decreased-1,153 SH
ISHARES GOLD TR	ISHARES NEW	$3.8M	0.2%Prev: 0.2%	46,769 SH	Increased-5,070 SH
ISHARES INC	CORE MSCI EMKT	$11.2M	0.7%Prev: 0.7%	167,286 SH	Increased+5,306 SH
ISHARES INC	JP MRGN EM HI BD	$279K	0.0%	6,922 SH	New
ISHARES INC	MSCI EMERG MRKT	$529K	0.0%Prev: 0.0%	8,264 SH	Increased+9 SH
ISHARES INC	MSCI GBL MIN VOL	$305K	0.0%Prev: 0.0%	2,569 SH	Decreased
ISHARES TR	0-5 YR TIPS ETF	$964K	0.1%Prev: 0.1%	9,416 SH	Increased+1,569 SH
ISHARES TR	0-5YR HI YL CP	$553K	0.0%Prev: 0.0%	12,907 SH	Decreased
ISHARES TR	1 3 YR TREAS BD	$7.0M	0.4%Prev: 0.5%	85,027 SH	Decreased-3,070 SH
ISHARES TR	10-20 YR TRS ETF	$649K	0.0%Prev: 0.0%	6,380 SH	Increased+90 SH
ISHARES TR	3 7 YR TREAS BD	$282K	0.0%Prev: 0.0%	2,365 SH	Decreased
ISHARES TR	ASIA 50 ETF	$226K	0.0%Prev: 0.0%	2,315 SH	Increased
ISHARES TR	BROAD USD HIGH	$2.0M	0.1%Prev: 0.1%	53,048 SH	Decreased+133 SH
ISHARES TR	CORE 1 5 YR USD	$225K	0.0%Prev: 0.0%	4,617 SH	Increased+102 SH
ISHARES TR	CORE DIV GRWTH	$1.7M	0.1%Prev: 0.1%	24,050 SH	Increased+572 SH
ISHARES TR	CORE HIGH DV ETF	$1.6M	0.1%Prev: 0.1%	13,259 SH	Decreased
ISHARES TR	CORE INTL AGGR	$2.1M	0.1%Prev: 0.1%	42,150 SH	Decreased-1,061 SH
ISHARES TR	CORE MSCI EAFE	$9.7M	0.6%Prev: 0.6%	108,778 SH	Increased-1,345 SH
ISHARES TR	CORE MSCI EURO	$880K	0.1%Prev: 0.1%	12,403 SH	Increased+12 SH
ISHARES TR	CORE MSCI INTL	$7.5M	0.5%Prev: 0.5%	91,244 SH	Increased+1,200 SH
ISHARES TR	CORE MSCI TOTAL	$248K	0.0%Prev: 0.0%	2,928 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.1%Prev: 0.1%	17,880 SH	Increased
ISHARES TR	CORE S&P SCP ETF	$2.0M	0.1%Prev: 0.1%	16,518 SH	Increased-40 SH
ISHARES TR	CORE S&P TTL STK	$9.0M	0.6%Prev: 0.6%	60,239 SH	Increased+19 SH
ISHARES TR	CORE S&P500 ETF	$17.3M	1.1%Prev: 0.8%	25,196 SH	Increased+6,330 SH
ISHARES TR	CORE UNIVRSL USD	$2.6M	0.2%	55,387 SH	New
ISHARES TR	CORE US AGGBD ET	$19.8M	1.3%Prev: 1.3%	198,307 SH	Decreased+404 SH
ISHARES TR	ESG AWR MSCI USA	$235K	0.0%Prev: 0.0%	1,575 SH	Decreased-76 SH
ISHARES TR	EXPANDED TECH	$209K	0.0%Prev: 0.0%	1,980 SH	Decreased-440 SH
ISHARES TR	FALN ANGLS USD	$264K	0.0%	9,685 SH	New
ISHARES TR	FUTURE EXPONENTI	$478K	0.0%Prev: 0.0%	6,854 SH	Decreased+1 SH
ISHARES TR	GLB CNS DISC ETF	$268K	0.0%Prev: 0.0%	1,304 SH	Decreased+1 SH
ISHARES TR	GLB CNSM STP ETF	$994K	0.1%Prev: 0.1%	15,371 SH	Increased+7 SH
ISHARES TR	GLB INFRASTR ETF	$615K	0.0%Prev: 0.0%	10,020 SH	Increased+420 SH
ISHARES TR	GLOB HLTHCRE ETF	$475K	0.0%Prev: 0.0%	4,880 SH	Increased+2 SH
ISHARES TR	GLOB INDSTRL ETF	$991K	0.1%Prev: 0.1%	5,650 SH	Increased+2 SH
ISHARES TR	GLOBAL MATER ETF	$222K	0.0%Prev: 0.0%	2,300 SH	Increased
ISHARES TR	GLOBAL TECH ETF	$1.5M	0.1%Prev: 0.1%	14,372 SH	Decreased-585 SH
ISHARES TR	IBDS DEC28 ETF	$358K	0.0%Prev: 0.0%	14,083 SH	Increased+395 SH
ISHARES TR	IBONDS 27 ETF	$888K	0.1%Prev: 0.0%	36,556 SH	Increased+8,199 SH
ISHARES TR	IBONDS DEC2026	$716K	0.0%Prev: 0.0%	29,569 SH	Decreased
ISHARES TR	IBOXX HI YD ETF	$482K	0.0%Prev: 0.0%	5,972 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$683K	0.0%Prev: 0.0%	6,201 SH	Decreased-28 SH
ISHARES TR	INDIA 50 ETF	$369K	0.0%	7,494 SH	New
ISHARES TR	ISHARES BIOTECH	$1.5M	0.1%Prev: 0.1%	9,076 SH	Increased
ISHARES TR	ISHARES SEMICDTR	$781K	0.0%Prev: 0.0%	2,595 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$9.9M	0.6%Prev: 0.6%	186,418 SH	Decreased-689 SH
ISHARES TR	ISHS 5-10YR INVT	$6.3M	0.4%Prev: 0.4%	116,367 SH	Increased+9,743 SH
ISHARES TR	JPMORGAN USD EMG	$1.7M	0.1%Prev: 0.1%	17,778 SH	Increased+4,168 SH
ISHARES TR	MSCI EAFE ETF	$1.4M	0.1%Prev: 0.1%	14,247 SH	Increased+3,855 SH
ISHARES TR	MSCI EAFE MIN VL	$781K	0.0%Prev: 0.1%	9,050 SH	Increased+4 SH
ISHARES TR	MSCI EMG MKT ETF	$858K	0.1%Prev: 0.1%	15,674 SH	Increased+14 SH
ISHARES TR	MSCI USA MIN VOL	$2.7M	0.2%Prev: 0.2%	28,669 SH	Decreased-903 SH
ISHARES TR	MSCI USA SMCP MN	$971K	0.1%Prev: 0.1%	22,399 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$9.3M	0.6%Prev: 0.5%	86,825 SH	Increased+7,706 SH
ISHARES TR	PFD AND INCM SEC	$902K	0.1%Prev: 0.1%	29,137 SH	Decreased-50 SH
ISHARES TR	RUS 1000 GRW ETF	$443K	0.0%Prev: 0.0%	936 SH	Increased
ISHARES TR	RUS 1000 VAL ETF	$241K	0.0%Prev: 0.0%	1,146 SH	Increased
ISHARES TR	RUS 2000 GRW ETF	$363K	0.0%Prev: 0.0%	1,125 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$558K	0.0%Prev: 0.0%	3,082 SH	Increased
ISHARES TR	RUS MDCP VAL ETF	$341K	0.0%Prev: 0.0%	2,416 SH	Increased+105 SH
ISHARES TR	RUS MID CAP ETF	$1.3M	0.1%Prev: 0.1%	13,484 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$1.7M	0.1%Prev: 0.1%	6,952 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$6.2M	0.4%Prev: 0.4%	50,112 SH	Decreased-3,035 SH
ISHARES TR	S&P 500 VAL ETF	$2.0M	0.1%Prev: 0.1%	9,237 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$230K	0.0%Prev: 0.0%	2,376 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$295K	0.0%Prev: 0.0%	2,245 SH	Increased
ISHARES TR	S&P SML 600 GWT	$926K	0.1%Prev: 0.1%	6,558 SH	Decreased
ISHARES TR	SELECT DIVID ETF	$1.7M	0.1%Prev: 0.1%	11,947 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$588K	0.0%Prev: 0.0%	5,508 SH	Increased+125 SH
ISHARES TR	SP SMCP600VL ETF	$933K	0.1%Prev: 0.1%	8,201 SH	Increased-20 SH
ISHARES TR	TIPS BD ETF	$1.1M	0.1%Prev: 0.1%	9,796 SH	Decreased-569 SH
ISHARES TR	TRUST ISHARE 0-1	$323K	0.0%	2,935 SH	New
ISHARES TR	U.S. BAS MTL ETF	$367K	0.0%Prev: 0.0%	2,383 SH	Increased
ISHARES TR	U.S. TECH ETF	$1.2M	0.1%Prev: 0.1%	5,789 SH	Decreased-768 SH
ISHARES TR	US AER DEF ETF	$950K	0.1%Prev: 0.1%	4,426 SH	Increased-13 SH
ISHARES TR	US CONSM STAPLES	$464K	0.0%Prev: 0.0%	6,928 SH	Decreased+9 SH
ISHARES TR	US CONSUM DISCRE	$501K	0.0%Prev: 0.0%	4,854 SH	Decreased
ISHARES TR	US HLTHCARE ETF	$612K	0.0%Prev: 0.0%	9,403 SH	Increased+1 SH
ISHARES TR	US INDUSTRIALS	$351K	0.0%Prev: 0.0%	2,370 SH	Decreased-140 SH
ISHARES TR	US INFRASTRUC	$242K	0.0%Prev: 0.0%	4,596 SH	Decreased+2 SH
ISHARES TR	USD INV GRDE ETF	$1.3M	0.1%Prev: 0.1%	24,528 SH	Decreased+170 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.2M	0.1%Prev: 0.1%	11,716 SH	Decreased-93 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$381K	0.0%Prev: 0.0%	7,523 SH	Increased+39 SH
JABIL INC	COM	$947K	0.1%Prev: 0.1%	4,154 SH	Increased-41 SH
JOHNSON & JOHNSON	COM	$2.2M	0.1%Prev: 0.1%	10,838 SH	Increased-144 SH
JPMORGAN CHASE & CO.	COM	$2.1M	0.1%Prev: 0.1%	6,400 SH	Increased+217 SH
LIVE OAK BANCSHARES INC	COM	$308K	0.0%Prev: 0.0%	8,978 SH	Decreased
LOWES COS INC	COM	$327K	0.0%Prev: 0.0%	1,357 SH	Decreased-26 SH
MARATHON PETE CORP	COM	$203K	0.0%Prev: 0.0%	1,247 SH	Decreased
MARKEL GROUP INC	COM	$219K	0.0%	102 SH	New
MASTERCARD INCORPORATED	CL A	$249K	0.0%Prev: 0.0%	437 SH	Increased
MERCK & CO INC	COM	$971K	0.1%Prev: 0.1%	9,227 SH	Increased-718 SH
META PLATFORMS INC	CL A	$317K	0.0%Prev: 0.0%	480 SH	Decreased
MICROSOFT CORP	COM	$4.5M	0.3%Prev: 0.3%	9,368 SH	Decreased+274 SH
MOODYS CORP	COM	$863K	0.1%Prev: 0.1%	1,689 SH	Increased
NETFLIX INC	COM	$322K	0.0%Prev: 0.0%	3,430 SH	Decreased+3,087 SH
NVIDIA CORPORATION	COM	$6.8M	0.4%Prev: 0.4%	36,303 SH	Increased+3,002 SH
NXP SEMICONDUCTORS N V	COM	$265K	0.0%Prev: 0.0%	1,222 SH	Decreased-4 SH
PALANTIR TECHNOLOGIES INC	CL A	$214K	0.0%Prev: 0.0%	1,204 SH	Decreased+6 SH
PEPSICO INC	COM	$741K	0.0%Prev: 0.1%	5,161 SH	Decreased-337 SH
PFIZER INC	COM	$213K	0.0%Prev: 0.0%	8,546 SH	Decreased-5,653 SH
PHILIP MORRIS INTL INC	COM	$587K	0.0%Prev: 0.0%	3,662 SH	Decreased-567 SH
PROCTER AND GAMBLE CO	COM	$953K	0.1%Prev: 0.1%	6,651 SH	Decreased-943 SH
ROYAL BK CDA	COM	$429K	0.0%Prev: 0.0%	2,519 SH	Increased
RTX CORPORATION	COM	$719K	0.0%Prev: 0.0%	3,922 SH	Increased
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.4M	0.3%Prev: 0.4%	163,469 SH	Decreased-1,223 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$270K	0.0%Prev: 0.0%	8,566 SH	Decreased-1,185 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.2M	0.8%Prev: 0.8%	507,808 SH	Increased-4,500 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.8M	0.2%Prev: 0.3%	83,368 SH	Decreased-4,455 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$3.3M	0.2%Prev: 0.2%	142,331 SH	Decreased-1,398 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$27.7M	1.8%Prev: 1.8%	1,056,993 SH	Increased-13 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.7M	0.4%Prev: 0.4%	242,594 SH	Decreased-8,980 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$698K	0.0%Prev: 0.0%	21,396 SH	Increased-474 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$393K	0.0%Prev: 0.0%	13,258 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$8.2M	0.5%Prev: 0.6%	304,560 SH	Decreased-56,443 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$8.7M	0.6%Prev: 0.6%	290,220 SH	Decreased-13,450 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.9M	0.1%Prev: 0.1%	91,591 SH	Decreased+633 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$8.9M	0.6%Prev: 0.6%	311,162 SH	Increased-5,378 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$553K	0.0%Prev: 0.0%	20,871 SH	Decreased-411 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$608K	0.0%	13,604 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$443K	0.0%	8,086 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$352K	0.0%	2,274 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$1.3M	0.1%	31,547 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$358K	0.0%	2,484 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$1.3M	0.1%	31,038 SH	New
SMARTFINANCIAL INC	COM NEW	$1.3M	0.1%Prev: 0.1%	34,938 SH	Increased
SOCIEDAD QUIMICA Y MINERA DE	SPON ADR SER B	$501K	0.0%Prev: 0.0%	7,275 SH	Increased
SOUTHERN CO	COM	$372K	0.0%Prev: 0.0%	4,262 SH	Increased+912 SH
SPDR GOLD TR	GOLD SHS	$790K	0.1%Prev: 0.0%	1,993 SH	Increased+566 SH
SPDR INDEX SHS FDS	GLB NAT RESRCE	$225K	0.0%Prev: 0.0%	3,625 SH	Decreased-845 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.7M	0.2%Prev: 0.2%	84,361 SH	Increased+155 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$584K	0.0%Prev: 0.0%	12,485 SH
SPDR S&P 500 ETF TR	TR UNIT	$14.5M	0.9%Prev: 0.2%	21,250 SH	Increased+16,762 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.6M	0.1%	2,606 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$40.5M	2.6%	857,846 SH	New
STRATEGY INC	CL A NEW	$2.2M	0.1%Prev: 0.3%	14,538 SH	Decreased+73 SH
TESLA INC	COM	$2.0M	0.1%Prev: 0.1%	4,392 SH	Increased-36 SH
TJX COS INC NEW	COM	$335K	0.0%Prev: 0.0%	2,181 SH	Increased+570 SH
TRUIST FINL CORP	COM	$487K	0.0%Prev: 0.0%	9,888 SH	Increased-189 SH
UNITED CMNTY BKS BLAIRSVLE G	COM	$558K	0.0%Prev: 0.0%	17,858 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$285K	0.0%Prev: 0.0%	2,872 SH	Increased-316 SH
VANECK ETF TRUST	GOLD MINERS ETF	$2.0M	0.1%Prev: 0.1%	23,371 SH	Increased+26 SH
VANECK ETF TRUST	PREFERRED SECURT	$328K	0.0%Prev: 0.0%	18,580 SH	Increased+476 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$5.8M	0.4%Prev: 0.4%	52,103 SH	Increased-170 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$6.2M	0.4%Prev: 0.4%	78,645 SH	Increased+271 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$131.9M	8.4%Prev: 8.3%	1,781,109 SH	Increased+75,889 SH
VANGUARD BD INDEX FDS	VANGUARD ULTRA	$654K	0.0%Prev: 0.0%	13,119 SH	Increased+1,295 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.3M	0.8%Prev: 0.8%	275,998 SH	Increased+19,860 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.7M	0.1%Prev: 0.1%	7,955 SH	Increased+15 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.5M	0.1%Prev: 0.1%	2,974 SH	Increased+1 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$11.7M	0.7%Prev: 0.7%	37,058 SH	Increased-105 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.1M	0.2%Prev: 0.2%	10,965 SH	Decreased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.6M	0.1%Prev: 0.1%	9,145 SH	Increased+745 SH
VANGUARD INDEX FDS	MID CAP ETF	$15.4M	1.0%Prev: 1.1%	53,028 SH	Decreased-3,616 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$21.6M	1.4%Prev: 1.4%	243,968 SH	Increased+10,318 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.5M	0.3%Prev: 0.3%	7,141 SH	Increased+133 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.6M	0.2%Prev: 0.2%	12,125 SH	Increased+2 SH
VANGUARD INDEX FDS	SMALL CP ETF	$26.1M	1.7%Prev: 1.6%	101,104 SH	Increased+2,804 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$282K	0.0%Prev: 0.0%	933 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$492.5M	31.2%Prev: 31.3%	1,469,102 SH	Increased+6,343 SH
VANGUARD INDEX FDS	VALUE ETF	$2.0M	0.1%Prev: 0.1%	10,297 SH	Increased+935 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$61.5M	3.9%Prev: 3.9%	836,435 SH	Increased-10,051 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$49.4M	3.1%Prev: 3.2%	918,759 SH	Decreased+5,855 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$692K	0.0%Prev: 0.0%	7,652 SH	Increased+4,114 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.7M	0.2%Prev: 0.2%	18,678 SH	Decreased-628 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.5M	0.1%Prev: 0.1%	10,511 SH	Increased-54 SH
VANGUARD MALVERN FDS	CORE BD ETF	$2.1M	0.1%Prev: 0.1%	27,078 SH	Decreased-570 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$948K	0.1%Prev: 0.1%	19,160 SH	Increased+1,049 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.1M	0.3%Prev: 0.3%	101,087 SH	Increased+1,351 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$67.5M	4.3%Prev: 4.3%	805,609 SH	Increased+30,054 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$825K	0.1%	13,767 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$15.5M	1.0%Prev: 1.0%	263,556 SH	Increased+13,832 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$39.3M	2.5%Prev: 2.5%	492,687 SH	Increased+15,319 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.8M	0.8%Prev: 0.9%	58,334 SH	Decreased-5,612 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.0M	0.2%Prev: 0.2%	40,389 SH	Increased+112 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$86.3M	5.5%Prev: 5.3%	1,382,059 SH	Increased+30,479 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$2.2M	0.1%Prev: 0.1%	32,575 SH	Decreased-405 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$15.1M	1.0%Prev: 1.1%	105,497 SH	Decreased-16,141 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$589K	0.0%Prev: 0.0%	6,545 SH	Increased+60 SH
VANGUARD WORLD FD	CONSUM STP ETF	$14.7M	0.9%Prev: 1.1%	69,449 SH	Decreased-8,067 SH
VANGUARD WORLD FD	ENERGY ETF	$1.4M	0.1%Prev: 0.1%	11,420 SH	Decreased-42 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$219K	0.0%	3,054 SH	New
VANGUARD WORLD FD	ESG US STK ETF	$3.4M	0.2%Prev: 0.2%	27,959 SH	Increased-124 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$463K	0.0%Prev: 0.0%	1,607 SH	Increased+4 SH
VANGUARD WORLD FD	INF TECH ETF	$4.5M	0.3%Prev: 0.3%	5,950 SH	Increased
VANGUARD WORLD FD	UTILITIES ETF	$17.2M	1.1%Prev: 1.1%	93,167 SH	Decreased+766 SH
VERIZON COMMUNICATIONS INC	COM	$417K	0.0%Prev: 0.0%	10,244 SH	Decreased-153 SH
VISA INC	COM CL A	$422K	0.0%Prev: 0.0%	1,203 SH	Increased
WALMART INC	COM	$1.2M	0.1%Prev: 0.1%	11,211 SH	Decreased-3,120 SH
WESTROCK COFFEE CO	COM	$49K	0.0%Prev: 0.0%	12,061 SH	Decreased
XCEL ENERGY INC	COM	$217K	0.0%Prev: 0.0%	2,942 SH	Decreased-325 SH

Sold (vs prior filing)

CONSOLIDATED EDISON INC — $224K
ISHARES TR — $2.1M
ISHARES TR — $282K
ISHARES TR — $742K
ISHARES TR — $249K
ISHARES TR — $341K
MARVELL TECHNOLOGY INC — $218K
MCDONALDS CORP — $218K
PINNACLE FINL PARTNERS INC — $2.4M
PROSHARES TR — $244K
SELECT SECTOR SPDR TR — $639K
SELECT SECTOR SPDR TR — $409K
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $315K
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $350K
SPDR SERIES TRUST — $35.6M
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $653K
SPDR SERIES TRUST — $1.3M

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