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CIK 0001736666 • 5 13F filings • Apr 17, 2025 – Apr 1, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $5.5M | 2.2%Prev: 2.3% | 24,034 SH | Decreased-1,210 SH |
| ALPHABET INC | CAP STK CL A | $259K | 0.1% | 827 SH | New |
| ALPHABET INC | CAP STK CL C | $3.5M | 1.4%Prev: 1.1% | 11,253 SH | Increased-60 SH |
| AMAZON COM INC | COM | $4.0M | 1.6%Prev: 0.5% | 17,364 SH | Increased+10,924 SH |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | $259K | 0.1%Prev: 0.1% | 3,419 SH | Increased-70 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $274K | 0.1% | 2,448 SH | New |
| AMERICAN EXPRESS CO | COM | $2.9M | 1.2%Prev: 1.1% | 7,855 SH | Increased-861 SH |
| AMGEN INC | COM | $478K | 0.2%Prev: 0.2% | 1,461 SH | Increased |
| AMPLIFY ETF TR | CWP ENHANCED DIV | $4.7M | 1.9%Prev: 1.8% | 106,133 SH | Increased+400 SH |
| APPLE INC | COM | $3.0M | 1.2%Prev: 1.1% | 11,015 SH | Increased+352 SH |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $310K | 0.1% | 10,673 SH | New |
| AUTOMATIC DATA PROCESSING IN | COM | $260K | 0.1%Prev: 0.2% | 1,010 SH | Decreased-396 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $1.7M | 0.7%Prev: 0.8% | 35,403 SH | Decreased+2,476 SH |
| BLACKROCK INC | COM | $2.5M | 1.0%Prev: 1.1% | 2,304 SH | Decreased-25 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $4.5M | 1.8%Prev: 1.4% | 83,525 SH | Increased+1,832 SH |
| BROADCOM INC | COM | $208K | 0.1% | 601 SH | New |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | $644K | 0.3%Prev: 0.2% | 18,080 SH | Increased |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | $566K | 0.2%Prev: 0.2% | 12,974 SH | Increased-46 SH |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | $684K | 0.3%Prev: 0.3% | 19,735 SH | Increased+392 SH |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | $727K | 0.3%Prev: 0.3% | 16,349 SH | Increased |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | $1.4M | 0.6%Prev: 0.5% | 46,058 SH | Decreased-339 SH |
| CHENIERE ENERGY INC | COM NEW | $978K | 0.4%Prev: 0.5% | 5,032 SH | Decreased-53 SH |
| CHEVRON CORP NEW | COM | $4.3M | 1.7%Prev: 1.7% | 28,162 SH | Decreased+262 SH |
| CISCO SYS INC | COM | $5.4M | 2.2%Prev: 2.0% | 69,909 SH | Increased-4,581 SH |
| COCA COLA CO | COM | $1.1M | 0.4%Prev: 0.4% | 15,560 SH | Decreased-950 SH |
| CROWDSTRIKE HLDGS INC | CL A | $2.3M | 1.0%Prev: 1.0% | 4,998 SH | Decreased-11 SH |
| DEERE & CO | COM | $2.0M | 0.8%Prev: 0.8% | 4,306 SH | Increased-34 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $541K | 0.2%Prev: 0.2% | 7,294 SH | Increased+633 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $338K | 0.1%Prev: 0.1% | 4,853 SH | Decreased-114 SH |
| EA SERIES TRUST | SPARKLINE INTANG | $387K | 0.2%Prev: 0.1% | 10,460 SH | Increased-29 SH |
| ELI LILLY & CO | COM | $768K | 0.3%Prev: 0.2% | 715 SH | Increased |
| ENTERGY CORP NEW | COM | $510K | 0.2%Prev: 0.2% | 5,519 SH | Decreased-37 SH |
| EXXON MOBIL CORP | COM | $342K | 0.1%Prev: 0.1% | 2,843 SH | Increased |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | $625K | 0.3%Prev: 0.2% | 12,225 SH | Decreased-350 SH |
| GAMING & LEISURE PPTYS INC | COM | $3.9M | 1.6%Prev: 1.6% | 87,697 SH | Decreased+1,616 SH |
| GENERAL MLS INC | COM | $2.9M | 1.2%Prev: 1.2% | 61,356 SH | Decreased+2,240 SH |
| HERSHEY CO | COM | $4.5M | 1.8%Prev: 1.8% | 24,873 SH | Decreased+149 SH |
| HOME DEPOT INC | COM | $4.8M | 2.0%Prev: 2.2% | 13,958 SH | Decreased-38 SH |
| I-80 GOLD CORP | COM | $44K | 0.0%Prev: 0.0% | 30,300 SH | Increased |
| INSULET CORP | COM | $493K | 0.2% | 1,735 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $2.5M | 1.0%Prev: 0.9% | 8,440 SH | Increased-31 SH |
| INTUIT | COM | $2.2M | 0.9%Prev: 0.8% | 3,264 SH | Decreased+97 SH |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | $2.2M | 0.9%Prev: 0.9% | 80,748 SH | Decreased-632 SH |
| INVESCO QQQ TR | UNIT SER 1 | $230K | 0.1%Prev: 0.1% | 375 SH | Increased |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $263K | 0.1%Prev: 0.1% | 5,307 SH | Increased+1,836 SH |
| ISHARES GOLD TR | ISHARES NEW | $547K | 0.2%Prev: 0.2% | 6,743 SH | Increased |
| ISHARES TR | 20 YR TR BD ETF | $2.5M | 1.0%Prev: 1.0% | 29,243 SH | Decreased+288 SH |
| ISHARES TR | IBDS DEC28 ETF | $5.6M | 2.3%Prev: 2.2% | 220,059 SH | Decreased-235 SH |
| ISHARES TR | IBONDS 26 TRM TS | $480K | 0.2%Prev: 0.2% | 21,001 SH | Decreased |
| ISHARES TR | IBONDS 27 ETF | $6.3M | 2.6%Prev: 2.5% | 260,324 SH | Decreased-748 SH |
| ISHARES TR | IBONDS 27 TRM TS | $393K | 0.2%Prev: 0.2% | 17,511 SH | Decreased |
| ISHARES TR | IBONDS 28 TRM TS | $378K | 0.2%Prev: 0.1% | 16,915 SH | Decreased |
| ISHARES TR | IBONDS 29 TRM TS | $365K | 0.1%Prev: 0.1% | 16,651 SH | Decreased |
| ISHARES TR | IBONDS DEC 2029 | $808K | 0.3%Prev: 0.3% | 31,758 SH | Increased+233 SH |
| ISHARES TR | IBONDS DEC 2030 | $5.8M | 2.4%Prev: 2.3% | 262,075 SH | Decreased-895 SH |
| ISHARES TR | IBONDS DEC 2031 | $4.5M | 1.8%Prev: 1.7% | 211,111 SH | Decreased-1,130 SH |
| ISHARES TR | IBONDS DEC 2032 | $4.2M | 1.7%Prev: 1.7% | 165,719 SH | Decreased-489 SH |
| ISHARES TR | IBONDS DEC 2033 | $2.7M | 1.1%Prev: 1.1% | 104,858 SH | Decreased+43 SH |
| ISHARES TR | IBONDS DEC 26 | $1.5M | 0.6%Prev: 0.6% | 57,597 SH | Decreased-1,765 SH |
| ISHARES TR | IBONDS DEC 27 | $1.3M | 0.5%Prev: 0.5% | 51,062 SH | Decreased-1,283 SH |
| ISHARES TR | IBONDS DEC 28 | $1.2M | 0.5%Prev: 0.5% | 46,090 SH | Decreased-895 SH |
| ISHARES TR | IBONDS DEC 29 | $5.8M | 2.3%Prev: 2.2% | 246,077 SH | Decreased-845 SH |
| ISHARES TR | IBONDS DEC2026 | $5.7M | 2.3%Prev: 2.2% | 234,755 SH | Decreased-536 SH |
| J P MORGAN EXCHANGE TRADED F | INTRNL RES EQT | $394K | 0.2%Prev: 0.1% | 5,260 SH | Increased+118 SH |
| JOHNSON & JOHNSON | COM | $5.8M | 2.4%Prev: 2.1% | 28,017 SH | Increased-1,246 SH |
| JPMORGAN CHASE & CO. | COM | $665K | 0.3%Prev: 0.3% | 2,063 SH | Increased |
| KB HOME | COM | $1.8M | 0.7%Prev: 0.8% | 32,573 SH | Decreased-50 SH |
| KIMBERLY-CLARK CORP | COM | $3.4M | 1.4%Prev: 1.6% | 33,677 SH | Decreased+816 SH |
| LAM RESEARCH CORP | COM NEW | $324K | 0.1%Prev: 0.1% | 1,890 SH | Increased |
| LAMAR ADVERTISING CO NEW | CL A | $4.3M | 1.8%Prev: 1.6% | 34,151 SH | Increased+837 SH |
| MCDONALDS CORP | COM | $226K | 0.1%Prev: 0.1% | 740 SH | Decreased-61 SH |
| MICROSOFT CORP | COM | $5.7M | 2.3%Prev: 2.3% | 11,826 SH | Decreased+246 SH |
| NVIDIA CORPORATION | COM | $3.4M | 1.4%Prev: 1.2% | 18,210 SH | Increased+990 SH |
| PAYCHEX INC | COM | $3.7M | 1.5%Prev: 1.6% | 33,005 SH | Decreased+1,079 SH |
| PEPSICO INC | COM | $4.0M | 1.6%Prev: 1.5% | 28,009 SH | Increased+184 SH |
| PFIZER INC | COM | $4.0M | 1.6%Prev: 1.6% | 159,640 SH | Decreased+151 SH |
| PROCTER AND GAMBLE CO | COM | $4.3M | 1.7%Prev: 0.1% | 29,833 SH | Increased+27,876 SH |
| RAYMOND JAMES FINL INC | COM | $870K | 0.4%Prev: 0.4% | 5,415 SH | Decreased+50 SH |
| REALTY INCOME CORP | COM | $4.5M | 1.8%Prev: 1.9% | 79,917 SH | Decreased+1,185 SH |
| SALESFORCE INC | COM | $1.9M | 0.8%Prev: 0.6% | 7,122 SH | Increased+67 SH |
| SCHWAB CHARLES CORP | COM | $295K | 0.1%Prev: 0.1% | 2,951 SH | Increased-99 SH |
| SERVICENOW INC | COM | $1.6M | 0.6%Prev: 0.7% | 10,326 SH | Decreased+8,334 SH |
| SNAP ON INC | COM | $1.5M | 0.6%Prev: 0.6% | 4,468 SH | Decreased-20 SH |
| SOUTHERN CO | COM | $10.6M | 4.3%Prev: 4.4% | 121,142 SH | Decreased+1,120 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $249K | 0.1%Prev: 0.1% | 365 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $627K | 0.3% | 10,763 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $825K | 0.3%Prev: 0.4% | 1,420 SH | Decreased+54 SH |
| TARGET CORP | COM | $3.2M | 1.3%Prev: 1.1% | 32,702 SH | Increased+2,236 SH |
| TESLA INC | COM | $2.6M | 1.1%Prev: 1.0% | 5,870 SH | Increased-61 SH |
| TEXAS INSTRS INC | COM | $3.3M | 1.4%Prev: 1.4% | 19,191 SH | Decreased+48 SH |
| TJX COS INC NEW | COM | $1.9M | 0.8%Prev: 0.7% | 12,313 SH | Increased-206 SH |
| TRACTOR SUPPLY CO | COM | $1.9M | 0.8%Prev: 0.8% | 38,126 SH | Decreased-56 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.8M | 0.7%Prev: 0.7% | 4,524 SH | Decreased+80 SH |
| TRUIST FINL CORP | COM | $4.5M | 1.8%Prev: 1.6% | 90,600 SH | Increased-679 SH |
| UNITED PARCEL SERVICE INC | CL B | $3.2M | 1.3%Prev: 0.9% | 32,030 SH | Increased+3,011 SH |
| VALERO ENERGY CORP | COM | $4.8M | 1.9%Prev: 2.0% | 29,189 SH | Decreased-1,018 SH |
| VANECK ETF TRUST | PREFERRED SECURT | $1.4M | 0.6%Prev: 0.5% | 79,053 SH | Decreased-298 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $7.2M | 2.9%Prev: 2.9% | 143,856 SH | Decreased-5,284 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $863K | 0.4%Prev: 0.3% | 1,376 SH | Increased+2 SH |
| VERTEX PHARMACEUTICALS INC | COM | $2.0M | 0.8%Prev: 0.6% | 4,324 SH | Increased+213 SH |
| WALMART INC | COM | $833K | 0.3%Prev: 0.3% | 7,480 SH | Increased-512 SH |
| WILLIAMS COS INC | COM | $5.1M | 2.1%Prev: 2.1% | 84,498 SH | Decreased+506 SH |
| WILLIAMS SONOMA INC | COM | $2.7M | 1.1%Prev: 1.2% | 14,998 SH | Decreased-184 SH |
| ZOETIS INC | CL A | $1.1M | 0.5%Prev: 0.6% | 9,041 SH | Decreased-1,092 SH |
| 13F-HR |
| 0001736666-25-000005 |
| $253.4M |
| View |
| Apr 1, 2026 | Q1 2026 | 13F-HR | 0001736666-26-000002 | $263.4M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001736666-25-000003 | $256.6M | View |