0001843867-24-000002.txt : 20240502
0001843867-24-000002.hdr.sgml : 20240502
20240502114135
ACCESSION NUMBER: 0001843867-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240502
DATE AS OF CHANGE: 20240502
EFFECTIVENESS DATE: 20240502
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Curran Financial Partners, LLC
CENTRAL INDEX KEY: 0001843867
ORGANIZATION NAME:
IRS NUMBER: 474861638
STATE OF INCORPORATION: SC
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21080
FILM NUMBER: 24906425
BUSINESS ADDRESS:
STREET 1: 672 MARINA DR., SUITE 207
CITY: CHARLESTON
STATE: SC
ZIP: 29492
BUSINESS PHONE: 843-300-1180
MAIL ADDRESS:
STREET 1: 672 MARINA DR., SUITE 207
CITY: CHARLESTON
STATE: SC
ZIP: 29492
13F-HR
1
primary_doc.xml
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13F-HR
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true
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0001843867
XXXXXXXX
03-31-2024
03-31-2024
Curran Financial Partners, LLC
672 MARINA DR., SUITE 207
CHARLESTON
SC
29492
13F HOLDINGS REPORT
028-21080
000281524
N
Ryan Westerbeck
Consultant
513-562-1671
Ryan Westerbeck
Covington
KY
03-31-2024
0
82
287536399
false
INFORMATION TABLE
2
13FQ124.xml
ISHARES TR
TIPS BD ETF
464287176
1959707
18245
SH
SOLE
0
0
18245
SPDR SER TR
BLOOMBERG SHT TE
78468R408
9258419
367106
SH
SOLE
0
0
367106
ISHARES TR
RUS 1000 GRW ETF
464287614
654251
1941
SH
SOLE
0
0
1941
VANGUARD STAR FDS
VG TL INTL STK F
921909768
7626551
126477
SH
SOLE
0
0
126477
EXXON MOBIL CORP
COM
30231G102
665658
5727
SH
SOLE
0
0
5727
MICROSOFT CORP
COM
594918104
1415437
3364
SH
SOLE
0
0
3364
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
20597656
255459
SH
SOLE
0
0
255459
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
4093522
33834
SH
SOLE
0
0
33834
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
4458290
92476
SH
SOLE
0
0
92476
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
1294480
22292
SH
SOLE
0
0
22292
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1151688
4431
SH
SOLE
0
0
4431
UNITED BANKSHARES INC WEST V
COM
909907107
385852
10781
SH
SOLE
0
0
10781
GLOBAL X FDS
GLB X MLP ENRG I
37954Y293
10420976
212716
SH
SOLE
0
0
212716
HOME DEPOT INC
COM
437076102
226932
592
SH
SOLE
0
0
592
GENERAL ELECTRIC CO
COM NEW
369604301
354375
2019
SH
SOLE
0
0
2019
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
265043
6345
SH
SOLE
0
0
6345
CROWDSTRIKE HLDGS INC
CL A
22788C105
263846
823
SH
SOLE
0
0
823
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
777962
1850
SH
SOLE
0
0
1850
VANGUARD WORLD FD
UTILITIES ETF
92204A876
1271022
8914
SH
SOLE
0
0
8914
ISHARES TR
IBOXX HI YD ETF
464288513
2594306
33376
SH
SOLE
0
0
33376
ISHARES TR
CONSER ALLOC ETF
464289883
6026002
163639
SH
SOLE
0
0
163639
PROSHARES TR
SP 500 DV ARIST
74348A467
5206812
51344
SH
SOLE
0
0
51344
FIRST INTST BANCSYSTEM INC
COM
32055Y201
272100
10000
SH
SOLE
0
0
10000
VANGUARD WORLD FD
FINANCIALS ETF
92204A405
5765635
56311
SH
SOLE
0
0
56311
VANGUARD WORLD FD
MATERIALS ETF
92204A801
1035870
5067
SH
SOLE
0
0
5067
FERGUSON PLC NEW
SHS
G3421J106
295590
1353
SH
SOLE
0
0
1353
WALMART INC
COM
931142103
201979
3357
SH
SOLE
0
0
3357
ISHARES TR
IBOXX INV CP ETF
464287242
6161245
56567
SH
SOLE
0
0
56567
CSX CORP
COM
126408103
364769
9840
SH
SOLE
0
0
9840
SPDR SER TR
PRTFLO SP500 GW
78464A409
1480947
20245
SH
SOLE
0
0
20245
VANGUARD INDEX FDS
SMALL CP ETF
922908751
7943230
34749
SH
SOLE
0
0
34749
MICROSTRATEGY INC
CL A NEW
594972408
219888
129
SH
SOLE
0
0
129
MERCK CO INC
COM
58933Y105
251410
1905
SH
SOLE
0
0
1905
CHEVRON CORP NEW
COM
166764100
1022146
6480
SH
SOLE
0
0
6480
VANGUARD WORLD FD
CONSUM DIS ETF
92204A108
4499741
14162
SH
SOLE
0
0
14162
SHERWIN WILLIAMS CO
COM
824348106
3163482
9108
SH
SOLE
0
0
9108
DBX ETF TR
XTRACK USD HIGH
233051432
1997020
55923
SH
SOLE
0
0
55923
VANGUARD WORLD FD
ENERGY ETF
92204A306
1810621
13748
SH
SOLE
0
0
13748
WESBANCO INC
COM
950810101
230491
7732
SH
SOLE
0
0
7732
VANGUARD WORLD FD
COMM SRVC ETF
92204A884
3778400
28794
SH
SOLE
0
0
28794
AMAZON COM INC
COM
023135106
1145954
6353
SH
SOLE
0
0
6353
INVESCO EXCH TRADED FD TR II
SP500 HDL VOL
46138E362
685064
15429
SH
SOLE
0
0
15429
GRAYSCALE BITCOIN TR BTC
SHS REP COM UT
389637109
1082039
17129
SH
SOLE
0
0
17129
ISHARES TR
INTL SEL DIV ETF
464288448
4783529
170597
SH
SOLE
0
0
170597
WISDOMTREE TR
FLOATNG RAT TREA
97717Y527
10848012
215709
SH
SOLE
0
0
215709
COSTCO WHSL CORP NEW
COM
22160K105
2302665
3143
SH
SOLE
0
0
3143
UNITEDHEALTH GROUP INC
COM
91324P102
282039
570
SH
SOLE
0
0
570
NVIDIA CORPORATION
COM
67066G104
624778
691
SH
SOLE
0
0
691
INVESCO QQQ TR
UNIT SER 1
46090E107
496098
1117
SH
SOLE
0
0
1117
COCA COLA CO
COM
191216100
227128
3712
SH
SOLE
0
0
3712
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
12000306
207402
SH
SOLE
0
0
207402
VANGUARD INDEX FDS
GROWTH ETF
922908736
5108078
14840
SH
SOLE
0
0
14840
VANGUARD WORLD FD
INDUSTRIAL ETF
92204A603
3764134
15417
SH
SOLE
0
0
15417
SPDR SER TR
PRTFLO SP500 HI
78468R788
15114885
371282
SH
SOLE
0
0
371282
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
5696028
31192
SH
SOLE
0
0
31192
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1015723
11745
SH
SOLE
0
0
11745
VANGUARD INDEX FDS
VALUE ETF
922908744
1236462
7592
SH
SOLE
0
0
7592
ISHARES SILVER TR
ISHARES
46428Q109
220891
9710
SH
SOLE
0
0
9710
ISHARES TR
PFD AND INCM SEC
464288687
4736955
146973
SH
SOLE
0
0
146973
ABBVIE INC
COM
00287Y109
334516
1837
SH
SOLE
0
0
1837
VANGUARD WORLD FD
INF TECH ETF
92204A702
11795684
22496
SH
SOLE
0
0
22496
PROCTER AND GAMBLE CO
COM
742718109
831095
5122
SH
SOLE
0
0
5122
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
5585809
76908
SH
SOLE
0
0
76908
ISHARES TR
RUS 1000 VAL ETF
464287598
407640
2276
SH
SOLE
0
0
2276
SPDR GOLD TR
GOLD SHS
78463V107
1641131
7978
SH
SOLE
0
0
7978
META PLATFORMS INC
CL A
30303M102
405000
834
SH
SOLE
0
0
834
SELECT SECTOR SPDR TR
ENERGY
81369Y506
202125
2141
SH
SOLE
0
0
2141
ALPHABET INC
CAP STK CL A
02079K305
710880
4710
SH
SOLE
0
0
4710
TIDAL ETF TR
GOD BLESS AMER
886364462
47256480
1403786
SH
SOLE
0
0
1403786
SPDR SP 500 ETF TR
TR UNIT
78462F103
2202547
4211
SH
SOLE
0
0
4211
APPLE INC
COM
037833100
4261248
24850
SH
SOLE
0
0
24850
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
1643591
34320
SH
SOLE
0
0
34320
VANGUARD WORLD FD
CONSUM STP ETF
92204A207
2728231
13365
SH
SOLE
0
0
13365
FIDELITY COVINGTON TRUST
CONSMR STAPLES
316092303
713496
14996
SH
SOLE
0
0
14996
FS CREDIT OPPORTUNITIES CORP
COMMON STOCK
30290Y101
83079
14010
SH
SOLE
0
0
14010
SPDR SER TR
DJ REIT ETF
78464A607
238047
2526
SH
SOLE
0
0
2526
VANGUARD INDEX FDS
SP 500 ETF SHS
922908363
1458659
3034
SH
SOLE
0
0
3034
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
5706353
21094
SH
SOLE
0
0
21094
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46090F100
290001
20909
SH
SOLE
0
0
20909
LOWES COS INC
COM
548661107
1271094
4990
SH
SOLE
0
0
4990
GLOBAL X FDS
GLOBX SUPDV US
37950E291
4569239
262751
SH
SOLE
0
0
262751
ARK ETF TR
INNOVATION ETF
00214Q104
366335
7315
SH
SOLE
0
0
7315