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CIK 0002005607 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AFLAC INC | COM | $240K | 0.1%Prev: 0.2% | 2,051 SH | Increased-107 SH |
| ALPHABET INC | CAP STK CL A | $700K | 0.3% | 1,960 SH | New |
| AMERICAN CENTY ETF TR | US QUALITY GROW | $36.1M | 17.2% | 305,614 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $36.0M | 17.2%Prev: 22.4% | 288,668 SH | Increased-27,266 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $19.3M | 9.2% | 550,660 SH | New |
| ELI LILLY & CO | COM | $258K | 0.1% | 215 SH | New |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $42.9M | 20.5%Prev: 30.7% | 943,913 SH | Increased+81,218 SH |
| FIRST TR EXCHNG TRADED FD VI | SMITH OPPORT FXD | $324K | 0.2% | 7,438 SH | New |
| FRANKLIN TEMPLETON ETF TR | US MID CP MLTFCT | $14.3M | 6.8%Prev: 7.3% | 246,185 SH | Increased+72,121 SH |
| HOME DEPOT INC | COM | $1.2M | 0.6%Prev: 0.5% | 3,271 SH | Increased+1,538 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $668K | 0.3%Prev: 0.4% | 3,141 SH | Increased+75 SH |
| ISHARES TR | CORE S&P MCP ETF | $234K | 0.1% | 3,030 SH | New |
| ISHARES U S ETF TR | SHOR DURA BD ETF | $212K | 0.1% | 4,192 SH | New |
| METROCITY BANKSHARES INC | COM | $467K | 0.2%Prev: 0.6% | 13,024 SH | Decreased-13,024 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $525K | 0.3% | 5,695 SH | New |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | $1.7M | 0.8%Prev: 0.9% | 46,325 SH | Increased+9,641 SH |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $461K | 0.2% | 617 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $709K | 0.3%Prev: 0.5% | 1,032 SH | Increased-1 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $220K | 0.1% | 1,404 SH | New |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | $52.8M | 25.2%Prev: 36.0% | 155,798 SH | Increased-9,106 SH |
| 13F-HR |
| 0001085146-25-005832 |
| $138.0M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002005607-26-000004 | $209.2M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003736 | $128.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002005607-26-000002 | $169.3M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002024 | $117.3M | View |