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 X0202 13F-HR LIVE false true false 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