📁 CharlyWhite DriveClaw

Your personal document vault — organized, versioned, always accessible

Last updated: May 11, 2026 · Auto-refreshes weekly · ✦ This week: 100+ new files — May weekly/daily reports, IBKR P&L May 7, Friday close May 8, portfolio snapshots, Ocala May report, Monday open plan May 12, health protocol progress

832

PDFs

Excel

353

Summaries

953

Images

591

Clinical Records

529

Workout Routes

ECGs

6,595

Total Files

16 GB

Total Size

💰 Financial & Estate Planning 15 files

📊

Personal Financial Statement (PFS) XLSX LATEST

data/pfs-carlos-blanco.xlsx · Bank format, $148.4M assets

📊

Investment Dashboard Mar 2026 XLSX

data/Carlos_Blanco_Dashboard_Mar2026.xlsx

📊

Portfolio Holdings Feb 2026 XLSX

data/blanco-portfolio-feb-2026.xlsx · 7 portfolios, 350+ positions

📄

Investment Financial Statement V5 PDF LATEST

data/financial/...V5-March-2026.pdf · 20+ pages

📄

Strategic Wealth Model FINAL PDF

data/Strategic-Wealth-Model-FINAL-March-2026.pdf

📄

HSBC Cash Flow 2026 PDF

data/hsbc-cashflow-2026.pdf · Cash flow projections

📄

Investment Analysis Feb 2026 PDF

data/investment-analysis-feb-2026.pdf · Schwab + HSBC + JPM

📄

Last Wishes & Trust Architecture PDF

data/financial/...Last-Wishes...March-2026.pdf · 20 pages

📄

Blanco Family Protocol PDF

data/financial/...Family-Protocol-March-2026.pdf · 13 pages

📄

ESP Revolution Balance Sheet 2024 PDF

data/esp-revolution-balance-sheet-2024.pdf

📄

Org Chart — Blanco Entities PDF

data/org-chart-blanco.pdf · Full corporate structure

📝

PFS Summary MD

data/pfs-summary.md · Parsed balance sheet + entity structure

📝

Financial Investments Overview MD NEW

data/financial-investments-charlywhite.md · Full investment summary

📝

Life Insurance Liquidity Analysis MD NEW

data/life-insurance-liquidity-analysis.md · Cash value + access analysis

📝

Schwab Margin Negotiation Briefing MD NEW

data/schwab-margin-negotiation-briefing.md · Rate negotiation strategy

⚖️ Trusts & Legal Documents 47 files

📜

01–12 — CBS Trust & LLC Documents PDF

data/trusts/ · Certificate, Restatement, OAs, Articles, Member Agreements

📜

Family Documents (Mirror Copy) PDF NEW

data/family/documents/ · 14 trust docs + protocols (organized copy)

📄

CBS 2021 Security Trust PDF

data/trust-cbs-2021-security.pdf · Life insurance trust

📄

CBS Legacy Trust PDF

data/trust-cbs-legacy.pdf · Irrevocable legacy

📄

Trust Proposed Flowchart PDF

data/trust-proposed-flowchart.pdf · Visual trust structure

📄

Affidavit — Carlos Blanco (Mar 31, 2026) PDF NEW

data/legal/affidavit-carlos-blanco-2026-03-31.pdf · Legal affidavit + styled HTML

📁

ESP Operating Agreements (29 PDFs) PDF NEW

data/trusts/esp-operating-agreements/pdfs/ · ESP I/II/III, Orlando, Dallas, SF, Tech, Energy + 21 more

📝

ESP Operating Agreements — Ownership Summary MD NEW

data/trusts/esp-operating-agreements/ownership-summary.md · Full entity analysis

📁

Life Insurance Full Archive (65 docs) ZIP NEW

data/trusts/life-insurance/ · JH, MassMutual, Prudential, Protective — all policies + statements

📝

Life Insurance Summary MD NEW

data/trusts/life-insurance/life-insurance-summary.md · All policies consolidated

🏘️ Real Estate — Ocala & Dallas 24 files

📄

Ocala Portfolio Feb 2026 PDF

data/ocala-portfolio-feb-2026.pdf · 72 homes, rent roll

📄

Ocala Leases & NOI March 2026 PDF NEW

data/ocala-leases-noi-march-2026.pdf · Updated NOI analysis

📄

Ocala Report — Apr 3, 2026 PDF NEW

data/reports/2026-04/ocala-report-2026-04-03.pdf · Weekly property report

📊

Ocala Lots v2 XLSX

data/ocala-lots-v2.xlsx · 52 lots, $1.84M invested

📊

Ocala Lots (original) XLSX

data/ocala-lots.xlsx

📝

Ocala Portfolio Summary MD

data/ocala-summary.md · 72 homes, 57 rented, 15 vacant

📝

Ocala Lots Summary MD

data/ocala-lots-summary.md · 52 lots, BTR pipeline

📝

Ocala Vacancy Report Mar 2026 MD NEW

data/ocala-vacancy-report-march-2026.md · Current vacancies + action plan

📝

Ocala Vacancies Mar 27 MD NEW

data/ocala-vacancies-march27.md · Snapshot vacancy list

📝

Ocala Rental Listings MD NEW

data/ocala-rental-listings.md · Active listing details

📝

Ocala Listings Ready to Post MD NEW

data/ocala-listings-ready-to-post.md · Marketing-ready copy

📝

Ocala BTR Builder Analysis MD NEW

data/ocala-btr-builder-analysis.md · Build-to-rent feasibility

📁

5 New Ocala Homes (Listings) PDF NEW

data/real-estate/ocala-new-5-homes/ · 4183/4232/4298 SW 82 Ln, 8304/8313 SW 42 Cir

📄

Dallas Copernico — Strategic Options Memo Apr 2026 PDF NEW

data/financial/dallas-copernico-strategic-memo-apr2026.pdf · 4 exit scenarios, $34.2M analysis, 9 action items

📝

Dallas Sovereign Hometown MD

data/dallas-sovereign-hometown.md · 308 units, 93% leased

📝

Treasuries Portfolio Summary MD

data/treasuries-summary.md · $68.4M, maturity ladder

📝

2M Cashflow Model MD

data/cashflow-2m-model.md + cashflow-2m-hybrid.md · Path-to-$2M analysis

📊

Dallas Sovereign — Retail 12mo XLSX NEW

data/dallas/sovereign-retail-12mo-2026-03.xlsx · 12-month retail performance

📝

Dallas Sovereign — MOR Digest MD NEW

data/dallas/sovereign-hometown-mor-2026-03-digest.md · Monthly operating report summary

📊

Dallas Sovereign — NOI Tracker JSON NEW

data/dallas/sovereign-noi-combined.json · Automated NOI tracking

🩺 Health & Medical 1,200+ files

📄

Complete Health Report V5 PDF LATEST NEW

data/health/Carlos-Blanco-Complete-Health-Report-V5.pdf · Full analysis + sleep section

📄

Jinfiniti NAD Test — March 2026 PDF NEW

data/health/jinfiniti-nad-march-2026.pdf · NAD+ levels + longevity markers

📄

Rythm Health Report — March 2026 PDF NEW

data/health/rythm-health-march-2026.pdf · Sleep analysis

📄

PerformMD Report — Feb 2025 PDF NEW

data/health/perform-md-feb-2025.pdf · Hormone + metabolic panel

📄

PNOĒ VO₂max — May 2025 PDF NEW

data/health/pnoe-may-2025.pdf · Metabolic + aerobic capacity

📄

DEXA Scans (4) PDF NEW

data/health/dexa-1 thru dexa-4.pdf · Body composition over time

📄

Fountain Life Full Report — Dec 2021 PDF NEW

data/health/fountain-life-dec-2021.pdf · Comprehensive longevity baseline

📄

Daily Supplement Routine PDF NEW

data/health/daily-supplement-routine.pdf · Full stack with dosing

📄

Sleep Analytics Section PDF NEW

data/health/sleep-analytics-section.pdf · Extracted from Health Report V5

📄

23andMe Reports Summary PDF

data/health/23andme-reports-summary.pdf · Genetics + ancestry

📄

Prenuvo WB-MRI — April 2024 PDF LATEST

data/health/prenuvo-scan-2024-04-01.pdf · All clear, ONCO-RADS 2

📄

Prenuvo WB-MRI — April 2023 PDF

data/health/prenuvo-scan-2023-04-21.pdf · Baseline scan

📝

90-Day Health Protocol MD NEW

data/health/90-day-health-protocol.md · Sleep, NAD+, cholesterol action plan

📝

Cholesterol Protocol MD NEW

data/health/cholesterol-protocol.md · LDL/HDL/Apo-B strategy

📝

Eight Sleep Report MD NEW

data/health/eight-sleep-report.md · Pod data + HRV trends

📝

DNA Profile & Raw Genes MD NEW

data/health/dna-profile.md + dna-raw-genes.md · 23andMe parsed variants

📝

Carlos Natal Chart & Transits PDF NEW

data/health/carlos-carta-astral-natal.pdf + transitos-2026.md + transitos-2020-2021.pdf

📝

Apple Health Full Report MD

data/health/apple-health-report.md · 4.5M records analyzed

📝

DEXA Jan 2025 Report MD NEW

data/health/dexa-jan-2025-report.md · Body comp summary

📅

Daily Health Logs (18 files) JSON NEW

data/health/daily/ · Sleep + activity logs Mar 27 – Apr 6, 2026

📦

Apple Health Raw Export ZIP

data/health/apple-health-export.zip · Full XML + clinical records

📦

23andMe Ancestry Composition ZIP

data/health/23andme-ancestry-composition.zip

📊

23andMe Ancestry by Chromosome CSV

data/health/23andme-ancestry-by-chromosome.csv

🫀

621 Clinical Records FHIR

data/health/apple-health-raw/.../clinical-records/ · Lab results + records

💓

12 ECG Recordings CSV

data/health/.../electrocardiograms/ · 2021-2026

🏃

529 Workout Routes GPX

data/health/.../workout-routes/ · 2019-2026

🖼️

21 Prenuvo Scan Images JPG

data/health/prenuvo-images/ · MRI snapshots

🖼️

90 DNA Screenshots JPG

data/health/dna-screenshots/ · 23andMe full report captures

📈 Investment & Portfolio Data 22 files

📝

Treasuries Detailed Holdings MD

data/treasuries-detailed.md · Bond-by-bond breakdown

📝

Strategic Model (Final) MD

data/strategic-model-final.md · Wealth projection model

📝

HSBC Cash Flow Analysis MD

data/hsbc-cashflow-2026.md · Cash flow projections

📝

Rational Optimist Watchlist MD

data/rational-optimist-watchlist.md · Newsletter-sourced tickers

📝

Bahnsen Trades — April 2026 MD NEW LATEST

data/bahnsen-trades-2026-04.md · Current month trades + thesis

📝

Bahnsen Trades — March 2026 MD NEW

data/bahnsen-trades-march-2026.md · March trade log

📝

Options Trades Log MD NEW

data/options-trades.md · Active positions + P&L

📝

Portfolio Income & Risk Playbook MD NEW

data/portfolio-income-risk-playbook.md · Income strategy framework

📝

Recommendation Tracker MD NEW

data/recommendation-tracker.md · Newsletter recs vs. action taken

📝

Barron's Archive MD NEW

data/barrons-archive.md · Saved Barron's article extracts

📝

Tariff Impact Analysis MD NEW

data/tariff-impact.md · 2026 tariff effects on portfolio

📄

Treasury Report — Apr 3, 2026 PDF NEW

data/reports/2026-04/treasury-report-2026-04-03.pdf · Weekly treasury update

📊

Portfolio Performance Apr 1 JSON NEW

data/portfolio-perf-2026-04-01.json · YTD perf snapshot

📊

Portfolio Prices (Latest) JSON NEW

data/portfolio-prices-latest.json · Current price data

📊

Market Snapshot — Apr 4, 2026 JSON NEW

data/market-snapshots/2026-04-04.json · Market data snapshot

📰

Newsletters — March 2026 (3) PDF

data/newsletters/2026-03/ · GoBundance Alpha, Katusa Silver + stock mentions summary

📝

Top CBS Weekly Additions MD NEW

data/reports/top-cbs-weekly-additions.md · Weekly portfolio changes

📝

Content Batch — May 4 MD NEW

data/content-batch-may-04.md · Social content batch

👦 Junior Accounts (Kids) 4 files

📄

Carlos Jr — UTMA Feb 2026 PDF NEW

data/juniors/carlos-jr-utma-feb-2026.pdf · Account statement

📄

Sebastian — UTMA Feb 2026 PDF NEW

data/juniors/sebastian-utma-feb-2026.pdf · Account statement

📊

Carlos Jr — Holdings JSON NEW

data/juniors/carlos-jr-holdings.json · Portfolio positions

📊

Sebastian — Holdings JSON NEW

data/juniors/sebastian-holdings.json · Portfolio positions

💎 Alternative Assets & Collectibles 4 files

⌚

Watch Collection MD

data/watches-collection.md · 19 watches, $577K value

🎨

Art Collection MD NEW

data/art-collection.md · Art inventory + valuations

🍷

Wine Collection CSV

data/wine-collection.csv · 51 bottles, 23 unique wines

🍷

Wine Collection Summary MD

data/wine-collection.md · Tasting notes + drink windows

📋 Weekly Reports & Market Notes 65+ files

📊

Monday Open Plan — May 4, 2026 PDF NEW LATEST

data/reports/2026-05/monday-open-plan-2026-05-04.pdf · Weekly market open plan

📊

Friday Week Close — May 1, 2026 PDF NEW

data/reports/2026-05/friday-week-close-2026-05-01.pdf · Week-ending recap

📊

AI Investing System — CLAW PDF NEW

data/reports/2026-05/ai-investing-system-claw.pdf · Full system architecture doc

📊

Saturday Brief — May 2, 2026 MD NEW

data/reports/2026-05/saturday-2026-05-02.md · Weekend review

📊

April 2026 Reports (45+ files) PDF

data/reports/2026-04/ · Daily briefs, treasury, Barron's, bank reports, model A, health dashboard

📊

Personal Financial Statement — Apr 28 PDF NEW

data/reports/pfs/personal-financial-statement-2026-04-28.pdf · Updated PFS

📊

Quant Trades Report — Apr 28 PDF NEW

data/reports/quant-trades/2026-04-28.pdf · Trade analysis + positions

📊

Alpaca Track Record MD NEW

data/reports/alpaca/track-record-latest.md · Full trade history since inception

📄

CharlyWhite Automation Summary PDF

data/charlywhite-automation-summary-2026-03-29.pdf · Social/content engine overview

📁

Reports Index MD

data/reports/INDEX.md · Master index of all weekly reports

🤖 Trading Reports (IBKR & Alpaca) 28 files

📊

IBKR Daily P&L — May 1, 2026 (Intraday) PDF NEW LATEST

data/reports/ibkr/daily-pnl-2026-05-01-intraday.pdf

📊

IBKR Daily P&L — Apr 30, 2026 PDF NEW

data/reports/ibkr/daily-pnl-2026-04-30.pdf + intraday

📊

IBKR Daily P&L — Apr 29, 2026 PDF NEW

data/reports/ibkr/daily-pnl-2026-04-29.pdf + intraday

📊

IBKR Monte Carlo Projection PDF NEW

data/reports/ibkr/monte-carlo-final-2026-04-25.pdf · Statistical equity projections

📊

Alpaca Daily P&L — Apr 30, 2026 PDF NEW

data/reports/alpaca/daily-pnl-2026-04-30.pdf

📊

Alpaca Daily P&L Archive (5 reports) PDF

data/reports/alpaca/ · Apr 21-24, Apr 30

📝

Quant Model Audit — Apr 27 PDF

quant-models/audit-2026-04-27.pdf · Model performance review

📝

Quant Trade PDFs (8 reports) PDF

quant-models/reports/pdf/ · Daily trade signals Mar 27 – Apr 8

👨‍👩‍👦 Family Archive 900+ files

📁

Remento Family Book (264 stories) PDF

data/family/remento-1/ · PDF + JPG versions — family memory book

🏎️

F1 Miami 2026 — Dad & Boys (39 photos) JPG NEW

data/family-photos/remento-white/f1miami-2026-*.jpg · Ferrari, Tesla, podium, Verstappen, sand sculptures

🖼️

Family Photos (80+ images) JPG/PNG

data/family/photos/ + data/family-photos/remento-white/ · Personal + trip photos

🎬

Family Videos (3 clips) MP4

apps/family/videos/ · IMG_1890-1892

🖼️

Trust Structure Flowcharts (9) PNG

data/family/trusts-visual/ · Org chart + trust flowcharts (organized copy)

📜

Family Legal Documents (14 PDFs) PDF

data/family/documents/ · Trust docs, family protocol, last wishes

📊 Visuals & Charts 70+ images

🖼️

Financial Visuals V3 (4 charts) PNG LATEST

data/financial/visuals-v3/ · Asset pie, liability pie, NW, revenue

🖼️

Trust Structure Flowcharts (6) PNG

data/financial/trust-proposed-flowchart-*.png

🖼️

Org Chart PNG

data/financial/org-chart.png · Corporate entity structure

🖼️

Health Visuals (6 charts) PNG

data/health/visuals/ · Overview, bloodwork, fitness, genetics, imaging, action plan

🖼️

Napkin Strategy Visuals (8) PNG

data/napkin-visuals/ · Wealth model scenarios, timelines, trajectories

🖼️

Portfolio Charts — April 2026 (5) PNG NEW

memory/portfolios/2026-04/ · YTD comparison, top 10 stocks, sector ETFs, asset class, global ETFs

🗂️ Generated Reports (Archived Versions) Prior versions

📄

Investment Financial Statement V1-V4 PDF

data/financial/ · Superseded by V5

📄

Health Report V1-V4 PDF

data/health/ · Superseded by V5

🖼️

Financial Visuals V1-V2 PNG

data/financial/visuals/ + visuals-v2/ · Superseded by V3

📁 Total Vault

549 PDFs · 7 Spreadsheets · 163 Summaries · 946 Images · 621 Clinical Records · 529 Workout Routes · 12 ECGs · 5,621 files · 11 GB

✦ 160+ new files this week: F1 Miami photos (39), May reports, IBKR/Alpaca P&L, PFS Apr 28, quant trades, Dallas NOI tracker, Monte Carlo projection

CharlyWhite DriveClaw · Powered by OpenClaw · Updated May 4, 2026