๐Ÿ“ CharlyWhite DriveClaw

Your personal document vault โ€” organized, versioned, always accessible
Last updated: April 6, 2026 ยท Auto-refreshes weekly ยท โœฆ Major update this week โ€” 140+ new files added
168
PDFs
5
Excel
61
Summaries
426
Images
621
Clinical Records
529
Workout Routes
12
ECGs
3,253
Total Files
7.4 GB
Total Size
๐Ÿ’ฐ Financial & Estate Planning 15 files
๐Ÿ“Š
Personal Financial Statement (PFS) XLSX LATEST
data/pfs-carlos-blanco.xlsx ยท Bank format, $148.4M assets
๐Ÿ“Š
Investment Dashboard Mar 2026 XLSX
data/Carlos_Blanco_Dashboard_Mar2026.xlsx
๐Ÿ“Š
Portfolio Holdings Feb 2026 XLSX
data/blanco-portfolio-feb-2026.xlsx ยท 7 portfolios, 350+ positions
๐Ÿ“„
Investment Financial Statement V5 PDF LATEST
data/financial/...V5-March-2026.pdf ยท 20+ pages
๐Ÿ“„
Strategic Wealth Model FINAL PDF
data/Strategic-Wealth-Model-FINAL-March-2026.pdf
๐Ÿ“„
HSBC Cash Flow 2026 PDF
data/hsbc-cashflow-2026.pdf ยท Cash flow projections
๐Ÿ“„
Investment Analysis Feb 2026 PDF
data/investment-analysis-feb-2026.pdf ยท Schwab + HSBC + JPM
๐Ÿ“„
Last Wishes & Trust Architecture PDF
data/financial/...Last-Wishes...March-2026.pdf ยท 20 pages
๐Ÿ“„
Blanco Family Protocol PDF
data/financial/...Family-Protocol-March-2026.pdf ยท 13 pages
๐Ÿ“„
ESP Revolution Balance Sheet 2024 PDF
data/esp-revolution-balance-sheet-2024.pdf
๐Ÿ“„
Org Chart โ€” Blanco Entities PDF
data/org-chart-blanco.pdf ยท Full corporate structure
๐Ÿ“
PFS Summary MD
data/pfs-summary.md ยท Parsed balance sheet + entity structure
๐Ÿ“
Financial Investments Overview MD NEW
data/financial-investments-charlywhite.md ยท Full investment summary
๐Ÿ“
Life Insurance Liquidity Analysis MD NEW
data/life-insurance-liquidity-analysis.md ยท Cash value + access analysis
๐Ÿ“
Schwab Margin Negotiation Briefing MD NEW
data/schwab-margin-negotiation-briefing.md ยท Rate negotiation strategy
โš–๏ธ Trusts & Legal Documents 47 files
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01โ€“12 โ€” CBS Trust & LLC Documents PDF
data/trusts/ ยท Certificate, Restatement, OAs, Articles, Member Agreements
๐Ÿ“œ
Family Documents (Mirror Copy) PDF NEW
data/family/documents/ ยท 14 trust docs + protocols (organized copy)
๐Ÿ“„
CBS 2021 Security Trust PDF
data/trust-cbs-2021-security.pdf ยท Life insurance trust
๐Ÿ“„
CBS Legacy Trust PDF
data/trust-cbs-legacy.pdf ยท Irrevocable legacy
๐Ÿ“„
Trust Proposed Flowchart PDF
data/trust-proposed-flowchart.pdf ยท Visual trust structure
๐Ÿ“„
Affidavit โ€” Carlos Blanco (Mar 31, 2026) PDF NEW
data/legal/affidavit-carlos-blanco-2026-03-31.pdf ยท Legal affidavit + styled HTML
๐Ÿ“
ESP Operating Agreements (29 PDFs) PDF NEW
data/trusts/esp-operating-agreements/pdfs/ ยท ESP I/II/III, Orlando, Dallas, SF, Tech, Energy + 21 more
๐Ÿ“
ESP Operating Agreements โ€” Ownership Summary MD NEW
data/trusts/esp-operating-agreements/ownership-summary.md ยท Full entity analysis
๐Ÿ“
Life Insurance Full Archive (65 docs) ZIP NEW
data/trusts/life-insurance/ ยท JH, MassMutual, Prudential, Protective โ€” all policies + statements
๐Ÿ“
Life Insurance Summary MD NEW
data/trusts/life-insurance/life-insurance-summary.md ยท All policies consolidated
๐Ÿ˜๏ธ Real Estate โ€” Ocala & Dallas 20 files
๐Ÿ“„
Ocala Portfolio Feb 2026 PDF
data/ocala-portfolio-feb-2026.pdf ยท 72 homes, rent roll
๐Ÿ“„
Ocala Leases & NOI March 2026 PDF NEW
data/ocala-leases-noi-march-2026.pdf ยท Updated NOI analysis
๐Ÿ“„
Ocala Report โ€” Apr 3, 2026 PDF NEW
data/reports/2026-04/ocala-report-2026-04-03.pdf ยท Weekly property report
๐Ÿ“Š
Ocala Lots v2 XLSX
data/ocala-lots-v2.xlsx ยท 52 lots, $1.84M invested
๐Ÿ“Š
Ocala Lots (original) XLSX
data/ocala-lots.xlsx
๐Ÿ“
Ocala Portfolio Summary MD
data/ocala-summary.md ยท 72 homes, 57 rented, 15 vacant
๐Ÿ“
Ocala Lots Summary MD
data/ocala-lots-summary.md ยท 52 lots, BTR pipeline
๐Ÿ“
Ocala Vacancy Report Mar 2026 MD NEW
data/ocala-vacancy-report-march-2026.md ยท Current vacancies + action plan
๐Ÿ“
Ocala Vacancies Mar 27 MD NEW
data/ocala-vacancies-march27.md ยท Snapshot vacancy list
๐Ÿ“
Ocala Rental Listings MD NEW
data/ocala-rental-listings.md ยท Active listing details
๐Ÿ“
Ocala Listings Ready to Post MD NEW
data/ocala-listings-ready-to-post.md ยท Marketing-ready copy
๐Ÿ“
Ocala BTR Builder Analysis MD NEW
data/ocala-btr-builder-analysis.md ยท Build-to-rent feasibility
๐Ÿ“
5 New Ocala Homes (Listings) PDF NEW
data/real-estate/ocala-new-5-homes/ ยท 4183/4232/4298 SW 82 Ln, 8304/8313 SW 42 Cir
๐Ÿ“„
Dallas Copernico โ€” Strategic Options Memo Apr 2026 PDF NEW
data/financial/dallas-copernico-strategic-memo-apr2026.pdf ยท 4 exit scenarios, $34.2M analysis, 9 action items
๐Ÿ“
Dallas Sovereign Hometown MD
data/dallas-sovereign-hometown.md ยท 308 units, 93% leased
๐Ÿ“
Treasuries Portfolio Summary MD
data/treasuries-summary.md ยท $68.4M, maturity ladder
๐Ÿ“
2M Cashflow Model MD NEW
data/cashflow-2m-model.md + cashflow-2m-hybrid.md ยท Path-to-$2M analysis
๐Ÿฉบ Health & Medical 1,200+ files
๐Ÿ“„
Complete Health Report V5 PDF LATEST NEW
data/health/Carlos-Blanco-Complete-Health-Report-V5.pdf ยท Full analysis + sleep section
๐Ÿ“„
Jinfiniti NAD Test โ€” March 2026 PDF NEW
data/health/jinfiniti-nad-march-2026.pdf ยท NAD+ levels + longevity markers
๐Ÿ“„
Rythm Health Report โ€” March 2026 PDF NEW
data/health/rythm-health-march-2026.pdf ยท Sleep analysis
๐Ÿ“„
PerformMD Report โ€” Feb 2025 PDF NEW
data/health/perform-md-feb-2025.pdf ยท Hormone + metabolic panel
๐Ÿ“„
PNOฤ’ VOโ‚‚max โ€” May 2025 PDF NEW
data/health/pnoe-may-2025.pdf ยท Metabolic + aerobic capacity
๐Ÿ“„
DEXA Scans (4) PDF NEW
data/health/dexa-1 thru dexa-4.pdf ยท Body composition over time
๐Ÿ“„
Fountain Life Full Report โ€” Dec 2021 PDF NEW
data/health/fountain-life-dec-2021.pdf ยท Comprehensive longevity baseline
๐Ÿ“„
Daily Supplement Routine PDF NEW
data/health/daily-supplement-routine.pdf ยท Full stack with dosing
๐Ÿ“„
Sleep Analytics Section PDF NEW
data/health/sleep-analytics-section.pdf ยท Extracted from Health Report V5
๐Ÿ“„
23andMe Reports Summary PDF
data/health/23andme-reports-summary.pdf ยท Genetics + ancestry
๐Ÿ“„
Prenuvo WB-MRI โ€” April 2024 PDF LATEST
data/health/prenuvo-scan-2024-04-01.pdf ยท All clear, ONCO-RADS 2
๐Ÿ“„
Prenuvo WB-MRI โ€” April 2023 PDF
data/health/prenuvo-scan-2023-04-21.pdf ยท Baseline scan
๐Ÿ“
90-Day Health Protocol MD NEW
data/health/90-day-health-protocol.md ยท Sleep, NAD+, cholesterol action plan
๐Ÿ“
Cholesterol Protocol MD NEW
data/health/cholesterol-protocol.md ยท LDL/HDL/Apo-B strategy
๐Ÿ“
Eight Sleep Report MD NEW
data/health/eight-sleep-report.md ยท Pod data + HRV trends
๐Ÿ“
DNA Profile & Raw Genes MD NEW
data/health/dna-profile.md + dna-raw-genes.md ยท 23andMe parsed variants
๐Ÿ“
Carlos Natal Chart & Transits PDF NEW
data/health/carlos-carta-astral-natal.pdf + transitos-2026.md + transitos-2020-2021.pdf
๐Ÿ“
Apple Health Full Report MD
data/health/apple-health-report.md ยท 4.5M records analyzed
๐Ÿ“
DEXA Jan 2025 Report MD NEW
data/health/dexa-jan-2025-report.md ยท Body comp summary
๐Ÿ“…
Daily Health Logs (18 files) JSON NEW
data/health/daily/ ยท Sleep + activity logs Mar 27 โ€“ Apr 6, 2026
๐Ÿ“ฆ
Apple Health Raw Export ZIP
data/health/apple-health-export.zip ยท Full XML + clinical records
๐Ÿ“ฆ
23andMe Ancestry Composition ZIP
data/health/23andme-ancestry-composition.zip
๐Ÿ“Š
23andMe Ancestry by Chromosome CSV
data/health/23andme-ancestry-by-chromosome.csv
๐Ÿซ€
621 Clinical Records FHIR
data/health/apple-health-raw/.../clinical-records/ ยท Lab results + records
๐Ÿ’“
12 ECG Recordings CSV
data/health/.../electrocardiograms/ ยท 2021-2026
๐Ÿƒ
529 Workout Routes GPX
data/health/.../workout-routes/ ยท 2019-2026
๐Ÿ–ผ๏ธ
21 Prenuvo Scan Images JPG
data/health/prenuvo-images/ ยท MRI snapshots
๐Ÿ–ผ๏ธ
90 DNA Screenshots JPG
data/health/dna-screenshots/ ยท 23andMe full report captures
๐Ÿ“ˆ Investment & Portfolio Data 18 files
๐Ÿ“
Treasuries Detailed Holdings MD
data/treasuries-detailed.md ยท Bond-by-bond breakdown
๐Ÿ“
Strategic Model (Final) MD
data/strategic-model-final.md ยท Wealth projection model
๐Ÿ“
HSBC Cash Flow Analysis MD
data/hsbc-cashflow-2026.md ยท Cash flow projections
๐Ÿ“
Rational Optimist Watchlist MD
data/rational-optimist-watchlist.md ยท Newsletter-sourced tickers
๐Ÿ“
Bahnsen Trades โ€” April 2026 MD NEW LATEST
data/bahnsen-trades-2026-04.md ยท Current month trades + thesis
๐Ÿ“
Bahnsen Trades โ€” March 2026 MD NEW
data/bahnsen-trades-march-2026.md ยท March trade log
๐Ÿ“
Options Trades Log MD NEW
data/options-trades.md ยท Active positions + P&L
๐Ÿ“
Portfolio Income & Risk Playbook MD NEW
data/portfolio-income-risk-playbook.md ยท Income strategy framework
๐Ÿ“
Recommendation Tracker MD NEW
data/recommendation-tracker.md ยท Newsletter recs vs. action taken
๐Ÿ“
Barron's Archive MD NEW
data/barrons-archive.md ยท Saved Barron's article extracts
๐Ÿ“
Tariff Impact Analysis MD NEW
data/tariff-impact.md ยท 2026 tariff effects on portfolio
๐Ÿ“„
Treasury Report โ€” Apr 3, 2026 PDF NEW
data/reports/2026-04/treasury-report-2026-04-03.pdf ยท Weekly treasury update
๐Ÿ“Š
Portfolio Performance Apr 1 JSON NEW
data/portfolio-perf-2026-04-01.json ยท YTD perf snapshot
๐Ÿ“Š
Portfolio Prices (Latest) JSON NEW
data/portfolio-prices-latest.json ยท Current price data
๐Ÿ“Š
Market Snapshot โ€” Apr 4, 2026 JSON NEW
data/market-snapshots/2026-04-04.json ยท Market data snapshot
๐Ÿ“ฐ
Newsletters โ€” March 2026 (3) PDF NEW
data/newsletters/2026-03/ ยท GoBundance Alpha, Katusa Silver + stock mentions summary
๐Ÿ‘ฆ Junior Accounts (Kids) 4 files
๐Ÿ“„
Carlos Jr โ€” UTMA Feb 2026 PDF NEW
data/juniors/carlos-jr-utma-feb-2026.pdf ยท Account statement
๐Ÿ“„
Sebastian โ€” UTMA Feb 2026 PDF NEW
data/juniors/sebastian-utma-feb-2026.pdf ยท Account statement
๐Ÿ“Š
Carlos Jr โ€” Holdings JSON NEW
data/juniors/carlos-jr-holdings.json ยท Portfolio positions
๐Ÿ“Š
Sebastian โ€” Holdings JSON NEW
data/juniors/sebastian-holdings.json ยท Portfolio positions
๐Ÿ’Ž Alternative Assets & Collectibles 4 files
โŒš
Watch Collection MD
data/watches-collection.md ยท 19 watches, $577K value
๐ŸŽจ
Art Collection MD NEW
data/art-collection.md ยท Art inventory + valuations
๐Ÿท
Wine Collection CSV
data/wine-collection.csv ยท 51 bottles, 23 unique wines
๐Ÿท
Wine Collection Summary MD
data/wine-collection.md ยท Tasting notes + drink windows
๐Ÿ“‹ Weekly Reports & Market Notes 13 files
๐Ÿ“Š
Sunday Barron's โ€” Apr 5, 2026 MD NEW LATEST
data/reports/2026-04/sunday-barrons-2026-04-05.md ยท Weekly read notes
๐Ÿ“Š
Saturday Brief โ€” Apr 4, 2026 MD NEW
data/reports/2026-04/saturday-2026-04-04.md ยท Week-in-review
๐Ÿ“Š
Friday Brief โ€” Apr 3, 2026 MD NEW
data/reports/2026-04/friday-2026-04-03.md ยท Daily brief
๐Ÿ“Š
Thursday Brief โ€” Apr 2, 2026 MD NEW
data/reports/2026-04/thursday-2026-04-02.md
๐Ÿ“Š
Wednesday Brief โ€” Apr 1, 2026 MD NEW
data/reports/2026-04/wednesday-2026-04-01.md
๐Ÿ“Š
Sunday Barron's โ€” Mar 29, 2026 MD NEW
data/reports/2026-03/sunday-barrons-2026-03-29.md
๐Ÿ“Š
Saturday Brief โ€” Mar 28, 2026 MD NEW
data/reports/2026-03/saturday-2026-03-28.md
๐Ÿ“Š
Monday Brief โ€” Mar 30, 2026 MD NEW
data/reports/2026-03/monday-2026-03-30.md
๐Ÿ“„
CharlyWhite Automation Summary PDF NEW
data/charlywhite-automation-summary-2026-03-29.pdf ยท Social/content engine overview
๐Ÿ“
Social Media Content Engine MD NEW
data/social-media-content-engine.md ยท Automation strategy doc
๐Ÿ“
Reports Index MD NEW
data/reports/INDEX.md ยท Master index of all weekly reports
๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Family Archive 800+ files
๐Ÿ“
Remento Family Book (264 stories) PDF
data/family/remento-1/ ยท PDF + JPG versions โ€” family memory book
๐Ÿ–ผ๏ธ
Family Photos (80 images) JPG/PNG
data/family/photos/ ยท Personal + trip photos
๐ŸŽฌ
Remento Videos (10 clips) MP4/MOV
data/family/remento-1/ ยท Video stories
๐Ÿ–ผ๏ธ
Trust Structure Flowcharts (9) PNG NEW
data/family/trusts-visual/ ยท Org chart + trust flowcharts (organized copy)
๐Ÿ“œ
Family Legal Documents (14 PDFs) PDF NEW
data/family/documents/ ยท Trust docs, family protocol, last wishes
๐Ÿ“Š Visuals & Charts 70+ images
๐Ÿ–ผ๏ธ
Financial Visuals V3 (4 charts) PNG LATEST
data/financial/visuals-v3/ ยท Asset pie, liability pie, NW, revenue
๐Ÿ–ผ๏ธ
Trust Structure Flowcharts (6) PNG
data/financial/trust-proposed-flowchart-*.png
๐Ÿ–ผ๏ธ
Org Chart PNG
data/financial/org-chart.png ยท Corporate entity structure
๐Ÿ–ผ๏ธ
Health Visuals (6 charts) PNG
data/health/visuals/ ยท Overview, bloodwork, fitness, genetics, imaging, action plan
๐Ÿ–ผ๏ธ
Napkin Strategy Visuals (8) PNG
data/napkin-visuals/ ยท Wealth model scenarios, timelines, trajectories
๐Ÿ–ผ๏ธ
Portfolio Charts โ€” April 2026 (5) PNG NEW
memory/portfolios/2026-04/ ยท YTD comparison, top 10 stocks, sector ETFs, asset class, global ETFs
๐Ÿ—‚๏ธ Generated Reports (Archived Versions) Prior versions
๐Ÿ“„
Investment Financial Statement V1-V4 PDF
data/financial/ ยท Superseded by V5
๐Ÿ“„
Health Report V1-V4 PDF
data/health/ ยท Superseded by V5
๐Ÿ–ผ๏ธ
Financial Visuals V1-V2 PNG
data/financial/visuals/ + visuals-v2/ ยท Superseded by V3
๐Ÿ“ Total Vault
168 PDFs ยท 5 Spreadsheets ยท 61 Summaries ยท 426 Images ยท 621 Clinical Records ยท 529 Workout Routes ยท 12 ECGs ยท 3,253 files ยท 7.4 GB
โœฆ 140+ new files added this week (Health V5, Jinfiniti/NAD, DEXAs, ESP OAs, Life Insurance archive, Ocala listings, Kids UTMAs, Art Collection, Weekly reports)
CharlyWhite DriveClaw ยท Powered by OpenClaw ยท Updated April 6, 2026