Seven Springs Wealth Group, LLC Diversified Active

Location: BRENTWOOD, TN

CIK: 0001803898 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $432,486 (100.0% shares, 0.0% debt)

Holdings (81)

New Positions (5)

ISTB ISHARES TR 15.2%

Value ($000) $65,729 Shares 1,356,366 Est. Cost $48.46 Unrealized —

VCLT VANGUARD SCOTTSDALE FDS 2.7%

Value ($000) $11,744 Shares 157,178 Est. Cost $74.72 Unrealized —

— FS SPECIALTY LENDING FD 0.1%

Value ($000) $410 Shares 32,794 Est. Cost $12.51 Unrealized —

HDV ISHARES TR 0.0%

Value ($000) $204 Shares 1,500 Est. Cost $135.72 Unrealized —

WELL WELLTOWER INC 0.0%

Value ($000) $202 Shares 1,024 Est. Cost $186.94 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ISTB	ISHARES TR	1,356,366	$65,729	15.2%	$48.46	—	CORE 1 5 YR USD	46432F859
VCLT	VANGUARD SCOTTSDALE FDS	157,178	$11,744	2.7%	$74.72	—	LG-TERM COR BD	92206C813
—	FS SPECIALTY LENDING FD	32,794	$410	0.1%	$12.51	—	COM SH BEN INT	644323107
HDV	ISHARES TR	1,500	$204	0.0%	$135.72	—	CORE HIGH DV ETF	46429B663
WELL	WELLTOWER INC	1,024	$202	0.0%	$186.94	0.0%	COM	95040Q104

Increased Positions (12)

FNDE SCHWAB STRATEGIC TR 5.0%

Value ($000) $21,561 (+31.8%) Shares 563,534 (+24.2%) Est. Cost $32.37 Unrealized —

FNDF SCHWAB STRATEGIC TR 5.7%

Value ($000) $24,752 (+20.0%) Shares 505,861 (+10.9%) Est. Cost $34.34 Unrealized —

FNDA SCHWAB STRATEGIC TR 4.3%

Value ($000) $18,540 (+25.2%) Shares 571,702 (+21.6%) Est. Cost $35.83 Unrealized —

VZ VERIZON COMMUNICATIONS INC 1.2%

Value ($000) $5,201 (+29.3%) Shares 103,614 (+4.9%) Est. Cost $33.47 Unrealized +30.9%

AVDV AMERICAN CENTY ETF TR 2.8%

Value ($000) $11,904 (+10.8%) Shares 119,206 (+4.2%) Est. Cost $62.37 Unrealized —

DUK DUKE ENERGY CORP NEW 1.2%

Value ($000) $5,133 (+17.5%) Shares 39,200 (+5.2%) Est. Cost $89.83 Unrealized +34.6%

IUSG ISHARES TR 2.4%

Value ($000) $10,256 (+6.9%) Shares 66,118 (+15.8%) Est. Cost $130.50 Unrealized —

MLPX GLOBAL X FDS 0.3%

Value ($000) $1,303 (+97.4%) Shares 17,623 (+61.6%) Est. Cost $62.64 Unrealized —

IBDX ISHARES TR 6.2%

Value ($000) $26,825 (+2.0%) Shares 1,061,550 (+3.1%) Est. Cost $25.60 Unrealized —

IBDU ISHARES TR 6.3%

Value ($000) $27,089 (+0.7%) Shares 1,164,618 (+1.3%) Est. Cost $23.03 Unrealized —

— WELLS FARGO & CO 0.9%

Value ($000) $3,868 (+1.1%) Shares 3,349 (+6.1%) Est. Cost $1203.73 Unrealized —

— BANK AMERICA CORP 0.9%

Value ($000) $4,025 (+1.0%) Shares 3,378 (+6.1%) Est. Cost $1248.65 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
FNDE	SCHWAB STRATEGIC TR	563,534 (+24.2%)	$21,561 (+31.8%)	5.0%	$32.37	—	FUNDAMENTAL EMER	808524730
FNDF	SCHWAB STRATEGIC TR	505,861 (+10.9%)	$24,752 (+20.0%)	5.7%	$34.34	—	FUNDAMENTAL INTL	808524755
FNDA	SCHWAB STRATEGIC TR	571,702 (+21.6%)	$18,540 (+25.2%)	4.3%	$35.83	—	FUNDAMENTAL US S	808524763
VZ	VERIZON COMMUNICATIONS INC	103,614 (+4.9%)	$5,201 (+29.3%)	1.2%	$33.47	+30.9%	COM	92343V104
AVDV	AMERICAN CENTY ETF TR	119,206 (+4.2%)	$11,904 (+10.8%)	2.8%	$62.37	—	INTL SMCP VLU	025072802
DUK	DUKE ENERGY CORP NEW	39,200 (+5.2%)	$5,133 (+17.5%)	1.2%	$89.83	+34.6%	COM NEW	26441C204
IUSG	ISHARES TR	66,118 (+15.8%)	$10,256 (+6.9%)	2.4%	$130.50	—	CORE S&P US GWT	464287671
MLPX	GLOBAL X FDS	17,623 (+61.6%)	$1,303 (+97.4%)	0.3%	$62.64	—	GLB X MLP ENRG I	37954Y293
IBDX	ISHARES TR	1,061,550 (+3.1%)	$26,825 (+2.0%)	6.2%	$25.60	—	IBONDS DEC 2032	46436E312
IBDU	ISHARES TR	1,164,618 (+1.3%)	$27,089 (+0.7%)	6.3%	$23.03	—	IBONDS DEC 29	46436E205
—	WELLS FARGO & CO	3,349 (+6.1%)	$3,868 (+1.1%)	0.9%	$1203.73	—	PERP PFD CNV A	949746804
—	BANK AMERICA CORP	3,378 (+6.1%)	$4,025 (+1.0%)	0.9%	$1248.65	—	7.25%CNV PFD L	060505682

Exited Positions (7)

IGV ISHARES TR 2.3%

Value ($000) $9,837 Shares 93,075 Est. Cost $94.99 Unrealized —

FNDX SCHWAB STRATEGIC TR 0.1%

Value ($000) $375 Shares 13,790 Est. Cost $23.61 Unrealized —

SCHX SCHWAB STRATEGIC TR 0.1%

Value ($000) $284 Shares 10,542 Est. Cost $24.44 Unrealized —

CRM SALESFORCE INC 0.1%

Value ($000) $238 Shares 899 Est. Cost $178.97 Unrealized +20.6%

CRWD CROWDSTRIKE HLDGS INC 0.1%

Value ($000) $232 Shares 495 Est. Cost $433.57 Unrealized -0.6%

VOO VANGUARD INDEX FDS 0.1%

Value ($000) $222 Shares 354 Est. Cost $627.71 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 0.0%

Value ($000) $205 Shares 1,151 Est. Cost $162.07 Unrealized -4.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IGV	ISHARES TR	93,075	$9,837	2.3%	$94.99	—	—	464287515
FNDX	SCHWAB STRATEGIC TR	13,790	$375	0.1%	$23.61	—	—	808524771
SCHX	SCHWAB STRATEGIC TR	10,542	$284	0.1%	$24.44	—	—	808524201
CRM	SALESFORCE INC	899	$238	0.1%	$178.97	+20.6%	—	79466L302
CRWD	CROWDSTRIKE HLDGS INC	495	$232	0.1%	$433.57	-0.6%	—	22788C105
VOO	VANGUARD INDEX FDS	354	$222	0.1%	$627.71	—	—	922908363
PLTR	PALANTIR TECHNOLOGIES INC	1,151	$205	0.0%	$162.07	-4.9%	—	69608A108

Decreased Positions (14)

GOOGL ALPHABET INC 1.4%

Value ($000) $6,174 (-10.7%) Shares 21,470 (-2.8%) Est. Cost $114.10 Unrealized +183.3%

AMZN AMAZON COM INC 1.0%

Value ($000) $4,322 (-12.1%) Shares 20,754 (-2.5%) Est. Cost $135.10 Unrealized +67.9%

MSFT MICROSOFT CORP 0.3%

Value ($000) $1,175 (-24.8%) Shares 3,174 (-1.8%) Est. Cost $321.07 Unrealized +35.4%

ACN ACCENTURE PLC IRELAND 0.1%

Value ($000) $249 (-59.6%) Shares 1,254 (-45.3%) Est. Cost $243.40 Unrealized +4.0%

SCHC SCHWAB STRATEGIC TR 0.9%

Value ($000) $3,754 (-8.3%) Shares 80,306 (-10.7%) Est. Cost $24.40 Unrealized —

XLV SELECT SECTOR SPDR TR 0.1%

Value ($000) $273 (-44.4%) Shares 1,865 (-41.3%) Est. Cost $93.95 Unrealized —

GOOG ALPHABET INC 0.3%

Value ($000) $1,147 (-11.7%) Shares 3,999 (-3.4%) Est. Cost $125.79 Unrealized +157.3%

VGSH VANGUARD SCOTTSDALE FDS 0.1%

Value ($000) $274 (-26.2%) Shares 4,689 (-26.0%) Est. Cost $58.18 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value ($000) $400 (-16.6%) Shares 835 (-12.6%) Est. Cost $472.91 Unrealized +4.3%

GE GE AEROSPACE 0.1%

Value ($000) $549 (-10.3%) Shares 1,936 (-2.6%) Est. Cost $101.78 Unrealized +212.6%

VB VANGUARD INDEX FDS 0.4%

Value ($000) $1,616 (-1.1%) Shares 6,171 (-2.6%) Est. Cost $121.49 Unrealized —

KO COCA COLA CO 0.1%

Value ($000) $447 (+3.0%) Shares 5,884 (-5.3%) Est. Cost $47.31 Unrealized +58.0%

HCA HCA HEALTHCARE INC 0.2%

Value ($000) $868 (-1.3%) Shares 1,834 (-2.7%) Est. Cost $273.21 Unrealized +82.3%

IEFA ISHARES TR 0.2%

Value ($000) $708 (+0.0%) Shares 7,821 (-1.2%) Est. Cost $66.91 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	21,470 (-2.8%)	$6,174 (-10.7%)	1.4%	$114.10	+183.3%	CAP STK CL A	02079K305
AMZN	AMAZON COM INC	20,754 (-2.5%)	$4,322 (-12.1%)	1.0%	$135.10	+67.9%	COM	023135106
MSFT	MICROSOFT CORP	3,174 (-1.8%)	$1,175 (-24.8%)	0.3%	$321.07	+35.4%	COM	594918104
ACN	ACCENTURE PLC IRELAND	1,254 (-45.3%)	$249 (-59.6%)	0.1%	$243.40	+4.0%	SHS CLASS A	G1151C101
SCHC	SCHWAB STRATEGIC TR	80,306 (-10.7%)	$3,754 (-8.3%)	0.9%	$24.40	—	INTL SCEQT ETF	808524888
XLV	SELECT SECTOR SPDR TR	1,865 (-41.3%)	$273 (-44.4%)	0.1%	$93.95	—	STATE STREET HEA	81369Y209
GOOG	ALPHABET INC	3,999 (-3.4%)	$1,147 (-11.7%)	0.3%	$125.79	+157.3%	CAP STK CL C	02079K107
VGSH	VANGUARD SCOTTSDALE FDS	4,689 (-26.0%)	$274 (-26.2%)	0.1%	$58.18	—	SHORT TERM TREAS	92206C102
BRK/B	BERKSHIRE HATHAWAY INC DEL	835 (-12.6%)	$400 (-16.6%)	0.1%	$472.91	+4.3%	CL B NEW	084670702
GE	GE AEROSPACE	1,936 (-2.6%)	$549 (-10.3%)	0.1%	$101.78	+212.6%	COM NEW	369604301
VB	VANGUARD INDEX FDS	6,171 (-2.6%)	$1,616 (-1.1%)	0.4%	$121.49	—	SMALL CP ETF	922908751
KO	COCA COLA CO	5,884 (-5.3%)	$447 (+3.0%)	0.1%	$47.31	+58.0%	COM	191216100
HCA	HCA HEALTHCARE INC	1,834 (-2.7%)	$868 (-1.3%)	0.2%	$273.21	+82.3%	COM	40412C101
IEFA	ISHARES TR	7,821 (-1.2%)	$708 (+0.0%)	0.2%	$66.91	—	CORE MSCI EAFE	46432F842

Unchanged Positions (50)

DGRO ISHARES TR 18.6%

Value ($000) $80,262 Shares 1,143,665 Est. Cost $49.59 Unrealized —

CI THE CIGNA GROUP 7.7%

Value ($000) $33,143 Shares 124,246 Est. Cost $168.98 Unrealized +66.1%

IVV ISHARES TR 1.2%

Value ($000) $5,308 Shares 8,125 Est. Cost $288.62 Unrealized —

AAPL APPLE INC 0.8%

Value ($000) $3,549 Shares 13,986 Est. Cost $111.23 Unrealized +136.3%

XOM EXXON MOBIL CORP 0.2%

Value ($000) $731 Shares 4,310 Est. Cost $77.70 Unrealized +78.6%

XLK SELECT SECTOR SPDR TR 0.6%

Value ($000) $2,528 Shares 19,024 Est. Cost $117.09 Unrealized —

SPDW SPDR INDEX SHS FDS 1.9%

Value ($000) $8,031 Shares 175,926 Est. Cost $23.94 Unrealized —

JNJ JOHNSON & JOHNSON 0.2%

Value ($000) $1,019 Shares 4,168 Est. Cost $123.22 Unrealized +84.9%

VIG VANGUARD SPECIALIZED FUNDS 1.4%

Value ($000) $5,930 Shares 27,575 Est. Cost $109.55 Unrealized —

DELL DELL TECHNOLOGIES INC 0.1%

Value ($000) $471 Shares 2,868 Est. Cost $68.27 Unrealized +74.3%

DFIV DIMENSIONAL ETF TRUST 0.5%

Value ($000) $1,984 Shares 37,585 Est. Cost $27.02 Unrealized —

ORCL ORACLE CORP 0.1%

Value ($000) $297 Shares 2,019 Est. Cost $109.06 Unrealized +55.5%

TSLA TESLA INC 0.1%

Value ($000) $448 Shares 1,205 Est. Cost $335.02 Unrealized +27.2%

NVDA NVIDIA CORPORATION 0.3%

Value ($000) $1,138 Shares 6,525 Est. Cost $95.02 Unrealized +96.4%

ET ENERGY TRANSFER L P 0.1%

Value ($000) $532 Shares 27,563 Est. Cost $18.59 Unrealized —

FAST FASTENAL CO 0.1%

Value ($000) $557 Shares 12,000 Est. Cost $27.78 Unrealized +59.4%

BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $1,436 Shares 2 Est. Cost $325723.70 Unrealized +127.3%

QCOM QUALCOMM INC 0.1%

Value ($000) $219 Shares 1,700 Est. Cost $118.34 Unrealized +30.1%

GEV GE VERNOVA INC 0.1%

Value ($000) $285 Shares 327 Est. Cost $415.97 Unrealized +77.2%

LRCX LAM RESEARCH CORP 0.1%

Value ($000) $299 Shares 1,400 Est. Cost $155.36 Unrealized +45.4%

DFAE DIMENSIONAL ETF TRUST 0.4%

Value ($000) $1,616 Shares 47,721 Est. Cost $20.18 Unrealized —

PEP PEPSICO INC 0.2%

Value ($000) $764 Shares 4,921 Est. Cost $116.74 Unrealized +32.6%

HD HOME DEPOT INC 0.3%

Value ($000) $1,247 Shares 3,791 Est. Cost $225.59 Unrealized +67.1%

BPRE BLUEROCK PVT REAL ESTATE FD 0.1%

Value ($000) $619 Shares 37,238 Est. Cost $15.00 Unrealized —

SDY SPDR SERIES TRUST 0.3%

Value ($000) $1,196 Shares 8,192 Est. Cost $107.54 Unrealized —

XLF SELECT SECTOR SPDR TR 0.1%

Value ($000) $504 Shares 10,206 Est. Cost $21.16 Unrealized —

VTI VANGUARD INDEX FDS 0.3%

Value ($000) $1,206 Shares 3,758 Est. Cost $174.80 Unrealized —

FTAI FTAI AVIATION LTD 0.1%

Value ($000) $257 Shares 1,051 Est. Cost $170.24 Unrealized +59.1%

LIN LINDE PLC 0.1%

Value ($000) $351 Shares 707 Est. Cost $331.78 Unrealized +38.6%

GILD GILEAD SCIENCES INC 0.1%

Value ($000) $394 Shares 2,827 Est. Cost $78.16 Unrealized +77.0%

MMM 3M CO 0.1%

Value ($000) $382 Shares 2,633 Est. Cost $111.51 Unrealized +47.0%

XLY SELECT SECTOR SPDR TR 0.1%

Value ($000) $390 Shares 3,581 Est. Cost $112.84 Unrealized —

CMI CUMMINS INC 0.2%

Value ($000) $727 Shares 1,351 Est. Cost $155.23 Unrealized +270.7%

WMT WALMART INC 0.1%

Value ($000) $307 Shares 2,474 Est. Cost $86.29 Unrealized +41.4%

MGK VANGUARD WORLD FD 0.1%

Value ($000) $241 Shares 657 Est. Cost $314.21 Unrealized —

VWO VANGUARD INTL EQUITY INDEX F 1.8%

Value ($000) $7,704 Shares 142,539 Est. Cost $33.59 Unrealized —

XLC SELECT SECTOR SPDR TR 0.1%

Value ($000) $446 Shares 4,027 Est. Cost $51.70 Unrealized —

UNP UNION PAC CORP 0.1%

Value ($000) $582 Shares 2,397 Est. Cost $163.02 Unrealized +49.3%

SCHM SCHWAB STRATEGIC TR 0.2%

Value ($000) $904 Shares 29,211 Est. Cost $32.52 Unrealized —

VV VANGUARD INDEX FDS 0.1%

Value ($000) $418 Shares 1,400 Est. Cost $147.86 Unrealized —

XLI SELECT SECTOR SPDR TR 0.1%

Value ($000) $467 Shares 2,884 Est. Cost $62.88 Unrealized —

SPTM SPDR SERIES TRUST 0.1%

Value ($000) $402 Shares 5,091 Est. Cost $80.65 Unrealized —

NET CLOUDFLARE INC 0.1%

Value ($000) $386 Shares 1,869 Est. Cost $145.18 Unrealized +25.6%

VEU VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $602 Shares 8,013 Est. Cost $54.12 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.1%

Value ($000) $228 Shares 350 Est. Cost $681.92 Unrealized —

ITOT ISHARES TR 0.1%

Value ($000) $239 Shares 1,675 Est. Cost $125.60 Unrealized —

VT VANGUARD INTL EQUITY INDEX F 0.1%

Value ($000) $277 Shares 2,000 Est. Cost $102.88 Unrealized —

DLN WISDOMTREE TR 0.1%

Value ($000) $322 Shares 3,600 Est. Cost $61.95 Unrealized —

MCD MCDONALDS CORP 0.1%

Value ($000) $228 Shares 735 Est. Cost $266.70 Unrealized +19.0%

CFA VICTORY PORTFOLIOS II 0.0%

Value ($000) $208 Shares 2,277 Est. Cost $87.96 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
DGRO	ISHARES TR	1,143,665	$80,262	18.6%	$49.59	—	CORE DIV GRWTH	46434V621
CI	THE CIGNA GROUP	124,246	$33,143	7.7%	$168.98	+66.1%	COM	125523100
IVV	ISHARES TR	8,125	$5,308	1.2%	$288.62	—	CORE S&P500 ETF	464287200
AAPL	APPLE INC	13,986	$3,549	0.8%	$111.23	+136.3%	COM	037833100
XOM	EXXON MOBIL CORP	4,310	$731	0.2%	$77.70	+78.6%	COM	30231G102
XLK	SELECT SECTOR SPDR TR	19,024	$2,528	0.6%	$117.09	—	STATE STREET TEC	81369Y803
SPDW	SPDR INDEX SHS FDS	175,926	$8,031	1.9%	$23.94	—	STATE STREET SPD	78463X889
JNJ	JOHNSON & JOHNSON	4,168	$1,019	0.2%	$123.22	+84.9%	COM	478160104
VIG	VANGUARD SPECIALIZED FUNDS	27,575	$5,930	1.4%	$109.55	—	DIV APP ETF	921908844
DELL	DELL TECHNOLOGIES INC	2,868	$471	0.1%	$68.27	+74.3%	CL C	24703L202
DFIV	DIMENSIONAL ETF TRUST	37,585	$1,984	0.5%	$27.02	—	INTERNATNAL VAL	25434V807
ORCL	ORACLE CORP	2,019	$297	0.1%	$109.06	+55.5%	COM	68389X105
TSLA	TESLA INC	1,205	$448	0.1%	$335.02	+27.2%	COM	88160R101
NVDA	NVIDIA CORPORATION	6,525	$1,138	0.3%	$95.02	+96.4%	COM	67066G104
ET	ENERGY TRANSFER L P	27,563	$532	0.1%	$18.59	—	COM UT LTD PTN	29273V100
FAST	FASTENAL CO	12,000	$557	0.1%	$27.78	+59.4%	COM	311900104
BRK/A	BERKSHIRE HATHAWAY INC DEL	2	$1,436	0.3%	$325723.70	+127.3%	CL A	084670108
QCOM	QUALCOMM INC	1,700	$219	0.1%	$118.34	+30.1%	COM	747525103
GEV	GE VERNOVA INC	327	$285	0.1%	$415.97	+77.2%	COM	36828A101
LRCX	LAM RESEARCH CORP	1,400	$299	0.1%	$155.36	+45.4%	COM NEW	512807306
DFAE	DIMENSIONAL ETF TRUST	47,721	$1,616	0.4%	$20.18	—	EMGR CRE EQT MNG	25434V302
PEP	PEPSICO INC	4,921	$764	0.2%	$116.74	+32.6%	COM	713448108
HD	HOME DEPOT INC	3,791	$1,247	0.3%	$225.59	+67.1%	COM	437076102
BPRE	BLUEROCK PVT REAL ESTATE FD	37,238	$619	0.1%	$15.00	—	COM	09631P102
SDY	SPDR SERIES TRUST	8,192	$1,196	0.3%	$107.54	—	STATE STREET SPD	78464A763
XLF	SELECT SECTOR SPDR TR	10,206	$504	0.1%	$21.16	—	STATE STREET FIN	81369Y605
VTI	VANGUARD INDEX FDS	3,758	$1,206	0.3%	$174.80	—	TOTAL STK MKT	922908769
FTAI	FTAI AVIATION LTD	1,051	$257	0.1%	$170.24	+59.1%	SHS	G3730V105
LIN	LINDE PLC	707	$351	0.1%	$331.78	+38.6%	SHS	G54950103
GILD	GILEAD SCIENCES INC	2,827	$394	0.1%	$78.16	+77.0%	COM	375558103
MMM	3M CO	2,633	$382	0.1%	$111.51	+47.0%	COM	88579Y101
XLY	SELECT SECTOR SPDR TR	3,581	$390	0.1%	$112.84	—	STATE STREET CON	81369Y407
CMI	CUMMINS INC	1,351	$727	0.2%	$155.23	+270.7%	COM	231021106
WMT	WALMART INC	2,474	$307	0.1%	$86.29	+41.4%	COM	931142103
MGK	VANGUARD WORLD FD	657	$241	0.1%	$314.21	—	MEGA GRWTH IND	921910816
VWO	VANGUARD INTL EQUITY INDEX F	142,539	$7,704	1.8%	$33.59	—	FTSE EMR MKT ETF	922042858
XLC	SELECT SECTOR SPDR TR	4,027	$446	0.1%	$51.70	—	STATE STREET COM	81369Y852
UNP	UNION PAC CORP	2,397	$582	0.1%	$163.02	+49.3%	COM	907818108
SCHM	SCHWAB STRATEGIC TR	29,211	$904	0.2%	$32.52	—	US MID-CAP ETF	808524508
VV	VANGUARD INDEX FDS	1,400	$418	0.1%	$147.86	—	LARGE CAP ETF	922908637
XLI	SELECT SECTOR SPDR TR	2,884	$467	0.1%	$62.88	—	STATE STREET IND	81369Y704
SPTM	SPDR SERIES TRUST	5,091	$402	0.1%	$80.65	—	STATE STREET SPD	78464A805
NET	CLOUDFLARE INC	1,869	$386	0.1%	$145.18	+25.6%	CL A COM	18915M107
VEU	VANGUARD INTL EQUITY INDEX F	8,013	$602	0.1%	$54.12	—	ALLWRLD EX US	922042775
SPY	STATE STR SPDR S&P 500 ETF T	350	$228	0.1%	$681.92	—	TR UNIT	78462F103
ITOT	ISHARES TR	1,675	$239	0.1%	$125.60	—	CORE S&P TTL STK	464287150
VT	VANGUARD INTL EQUITY INDEX F	2,000	$277	0.1%	$102.88	—	TT WRLD ST ETF	922042742
DLN	WISDOMTREE TR	3,600	$322	0.1%	$61.95	—	US LARGECAP DIVD	97717W307
MCD	MCDONALDS CORP	735	$228	0.1%	$266.70	+19.0%	COM	580135101
CFA	VICTORY PORTFOLIOS II	2,277	$208	0.0%	$87.96	—	VCSHS US 500 VOL	92647N766