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CIK 0001738720 • 7 13F filings • Apr 8, 2025 – Oct 15, 2026
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Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $1.7M | 0.9%Prev: 1.6% | 10,650 SH | Decreased+3,775 SH |
| ALPHABET INC | CAP STK CL C | $515K | 0.3%Prev: 0.3% | 2,116 SH | Decreased+19 SH |
| AMAZON COM INC | COM | $2.2M | 1.2%Prev: 1.0% | 9,921 SH | Decreased-377 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $14.6M | 7.8%Prev: 8.3% | 146,239 SH | Decreased-17,408 SH |
| APPLE INC | COM | $3.5M | 1.9%Prev: 1.8% | 13,845 SH | Decreased-1,040 SH |
| ARCHER AVIATION INC | COM CL A | $821K | 0.4%Prev: 0.1% | 85,750 SH | Increased+20,300 SH |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $347K | 0.2% | 9,119 SH | New |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | $216K | 0.1% | 19,000 SH | New |
| AUTOZONE INC | COM | $365K | 0.2%Prev: 0.3% | 85 SH | Decreased-129 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.8M | 2.0%Prev: 1.2% | 5 SH | Increased+1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $422K | 0.2%Prev: 0.3% | 840 SH | Decreased-686 SH |
| BLACKSTONE INC | COM | $401K | 0.2%Prev: 0.5% | 2,350 SH | Decreased-7,950 SH |
| COMMERCE.COM INC | COM SER 1 | $50K | 0.0%Prev: 0.0% | 10,000 SH | Increased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $11.9M | 6.3%Prev: 7.3% | 376,215 SH | Decreased-67,175 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $643K | 0.3% | 8,870 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $375K | 0.2% | 9,920 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $647K | 0.3% | 20,327 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $7.0M | 3.7%Prev: 4.2% | 119,780 SH | Decreased-26,566 SH |
| DRAFTKINGS INC NEW | COM CL A | $2.1M | 1.1%Prev: 0.4% | 54,850 SH | Increased+20,750 SH |
| DUTCH BROS INC | CL A | $222K | 0.1%Prev: 0.1% | 4,250 SH | Decreased+750 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $8.8M | 4.7%Prev: 9.3% | 77,055 SH | Decreased-117,982 SH |
| EXXON MOBIL CORP | COM | $580K | 0.3% | 5,147 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $1.1M | 0.6%Prev: 0.5% | 12,440 SH | Decreased+449 SH |
| GE AEROSPACE | COM NEW | $301K | 0.2%Prev: 0.2% | 1,000 SH | Decreased |
| GE VERNOVA INC | COM | $231K | 0.1%Prev: 0.2% | 375 SH | Decreased-135 SH |
| GLOBAL X FDS | US INFR DEV ETF | $300K | 0.2%Prev: 0.2% | 6,308 SH | Decreased-780 SH |
| HOME DEPOT INC | COM | $506K | 0.3%Prev: 0.1% | 1,250 SH | Increased+275 SH |
| INVESCO QQQ TR | UNIT SER 1 | $20.0M | 10.7%Prev: 10.4% | 33,323 SH | Decreased-1,280 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $819K | 0.4%Prev: 0.1% | 12,600 SH | Increased+1,600 SH |
| ISHARES TR | CORE MSCI EAFE | $284K | 0.2% | 3,250 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $18.0M | 9.6%Prev: 9.8% | 275,729 SH | Decreased-37,450 SH |
| ISHARES TR | CORE S&P SCP ETF | $592K | 0.3%Prev: 0.2% | 4,980 SH | Increased+1,150 SH |
| ISHARES TR | CORE S&P500 ETF | $39.0M | 20.8%Prev: 18.6% | 58,290 SH | Decreased-2,688 SH |
| ISHARES TR | CORE US AGGBD ET | $1.2M | 0.6%Prev: 0.5% | 11,556 SH | Increased-18 SH |
| ISHARES TR | ISHARES SEMICDTR | $11.7M | 6.2% | 43,261 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $254K | 0.1%Prev: 0.1% | 542 SH | Increased-1,458 SH |
| ISHARES TR | US AER DEF ETF | $1.2M | 0.7%Prev: 0.5% | 5,900 SH | Increased+850 SH |
| ISHARES TR | US TREAS BD ETF | $1.6M | 0.9%Prev: 1.0% | 70,989 SH | Decreased-32,484 SH |
| JPMORGAN CHASE & CO. | COM | $434K | 0.2% | 1,375 SH | New |
| NVIDIA CORPORATION | COM | $4.2M | 2.2%Prev: 1.5% | 22,515 SH | Increased+4,311 SH |
| ORACLE CORP | COM | $236K | 0.1% | 840 SH | New |
| PACER FDS TR | US SMALL CAP CAS | $389K | 0.2% | 8,877 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $1.7M | 0.9%Prev: 0.4% | 9,300 SH | Increased+387 SH |
| PERMIAN BASIN RTY TR | UNIT BEN INT | $265K | 0.1%Prev: 0.5% | 14,500 SH | Decreased-31,830 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $663K | 0.4%Prev: 1.4% | 7,100 SH | Decreased-31,167 SH |
| PIMCO ETF TR | MULTISECTOR BD | $6.9M | 3.7%Prev: 5.4% | 256,943 SH | Decreased-239,958 SH |
| PROCTER AND GAMBLE CO | COM | $300K | 0.2% | 1,950 SH | New |
| SCHWAB CHARLES CORP | COM | $821K | 0.4%Prev: 0.3% | 8,600 SH | Decreased-300 SH |
| SELECT SECTOR SPDR TR | ENERGY | $2.4M | 1.3% | 26,420 SH | New |
| SPDR GOLD TR | GOLD SHS | $583K | 0.3%Prev: 0.2% | 1,641 SH | Increased+225 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $494K | 0.3% | 742 SH | New |
| SPDR SERIES TRUST | S&P REGL BKG | $605K | 0.3% | 9,550 SH | New |
| TESLA INC | COM | $2.4M | 1.3%Prev: 1.0% | 5,428 SH | Increased-299 SH |
| UNITED AIRLS HLDGS INC | COM | $1.0M | 0.5%Prev: 0.4% | 10,450 SH | Increased+3,550 SH |
| UNITED STS BRENT OIL FD LP | UNIT | $410K | 0.2%Prev: 0.2% | 13,632 SH | Decreased-1,408 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.3M | 2.3%Prev: 2.1% | 6,965 SH | Decreased-539 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $338K | 0.2%Prev: 0.1% | 1,580 SH | Increased+300 SH |
| WALMART INC | COM | $1.1M | 0.6%Prev: 0.4% | 11,150 SH | Increased+1,600 SH |
| 13F-HR |
| 0001214659-25-016789 |
| $187.7M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008458 | $245.3M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001738720-25-000003 | $179.0M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004671 | $203.5M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001738720-25-000002 | $158.9M | View |