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CIK 0002107563 • 3 13F filings • Feb 5, 2026 – Jul 27, 2026
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $352K | 0.3%Prev: 0.3% | 1,125 SH | Decreased |
| AMAZON COM INC | COM | $773K | 0.6%Prev: 0.6% | 3,347 SH | Decreased-311 SH |
| APPLE INC | COM | $2.0M | 1.6%Prev: 1.5% | 7,504 SH | Decreased-237 SH |
| AT&T INC | COM | $363K | 0.3%Prev: 0.2% | 14,627 SH | Increased+371 SH |
| CARTER BANKSHARES INC | COM NEW | $525K | 0.4%Prev: 0.6% | 26,681 SH | Decreased+2,210 SH |
| COCA COLA CO | COM | $1.1M | 0.8%Prev: 0.8% | 15,255 SH | Decreased+690 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $7.4M | 5.8%Prev: 5.2% | 147,600 SH | Decreased+3,034 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $9.1M | 7.1% | 122,433 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $340K | 0.3% | 8,938 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $32.8M | 25.6%Prev: 25.9% | 704,459 SH | Decreased-3,970 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $31.8M | 24.8%Prev: 25.4% | 455,789 SH | Decreased-8,049 SH |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $33.0M | 25.7%Prev: 26.0% | 553,710 SH | Decreased-4,919 SH |
| EXPEDIA GROUP INC | COM NEW | $227K | 0.2% | 800 SH | New |
| EXXON MOBIL CORP | COM | $289K | 0.2%Prev: 0.2% | 2,404 SH | Decreased-21 SH |
| GENELUX CORPORATION | COM | $179K | 0.1%Prev: 0.1% | 40,959 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $206K | 0.2% | 2,538 SH | New |
| META PLATFORMS INC | CL A | $551K | 0.4%Prev: 0.3% | 834 SH | Increased-50 SH |
| MICROSOFT CORP | COM | $604K | 0.5%Prev: 0.4% | 1,250 SH | Decreased-525 SH |
| NVIDIA CORPORATION | COM | $3.7M | 2.9%Prev: 2.3% | 19,805 SH | Increased+2,413 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $280K | 0.2%Prev: 0.2% | 10,660 SH | Increased+1,890 SH |
| SHOPIFY INC | CL A SUB VTG SHS | $258K | 0.2% | 1,600 SH | New |
| SOUTHERN CO | COM | $287K | 0.2%Prev: 0.2% | 3,292 SH | Decreased-19 SH |
| SOUTHSTATE BK CORP | COM | $433K | 0.3%Prev: 0.3% | 4,604 SH | Increased+300 SH |
| TESLA INC | COM | $1.3M | 1.1%Prev: 0.8% | 2,993 SH | Increased+18 SH |
| WALMART INC | COM | $249K | 0.2%Prev: 0.2% | 2,236 SH | Decreased-60 SH |
| 13F-HR |
| 0002107563-26-000002 |
| $131.7M |
| View |