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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 | $2.3M | 1.2%Prev: 0.9% | 10,650 SH | Increased |
| ALIGN TECHNOLOGY INC | COM | $312K | 0.2% | 2,000 SH | New |
| ALPHABET INC | CAP STK CL C | $659K | 0.3%Prev: 0.3% | 2,100 SH | Increased-16 SH |
| AMAZON COM INC | COM | $2.3M | 1.2%Prev: 1.2% | 10,075 SH | Increased+154 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $15.8M | 8.1%Prev: 7.8% | 155,241 SH | Increased+9,002 SH |
| APPLE INC | COM | $3.7M | 1.9%Prev: 1.9% | 13,611 SH | Increased-234 SH |
| ARCHER AVIATION INC | COM CL A | $1.0M | 0.5%Prev: 0.4% | 138,200 SH | Increased+52,450 SH |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $265K | 0.1%Prev: 0.2% | 9,119 SH | Decreased |
| AUTOZONE INC | COM | $499K | 0.3%Prev: 0.2% | 147 SH | Increased+62 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.8M | 1.9%Prev: 2.0% | 5 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $430K | 0.2%Prev: 0.2% | 855 SH | Increased+15 SH |
| BLACKSTONE INC | COM | $362K | 0.2%Prev: 0.2% | 2,350 SH | Decreased |
| COMMERCE.COM INC | COM SER 1 | $41K | 0.0%Prev: 0.0% | 10,000 SH | Decreased |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $12.6M | 6.5%Prev: 6.3% | 385,468 SH | Increased+9,253 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $727K | 0.4%Prev: 0.3% | 9,801 SH | Increased+931 SH |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $377K | 0.2%Prev: 0.2% | 9,919 SH | Increased-1 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $669K | 0.3%Prev: 0.3% | 20,327 SH | Increased |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $7.6M | 3.9%Prev: 3.7% | 128,165 SH | Increased+8,385 SH |
| DRAFTKINGS INC NEW | COM CL A | $2.7M | 1.4%Prev: 1.1% | 76,950 SH | Increased+22,100 SH |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $8.0M | 4.1%Prev: 4.7% | 69,649 SH | Decreased-7,406 SH |
| EXXON MOBIL CORP | COM | $613K | 0.3%Prev: 0.3% | 5,097 SH | Increased-50 SH |
| FEDEX CORP | COM | $231K | 0.1% | 800 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $1.1M | 0.6%Prev: 0.6% | 12,356 SH | Increased-84 SH |
| GE AEROSPACE | COM NEW | $308K | 0.2%Prev: 0.2% | 1,000 SH | Increased |
| GE VERNOVA INC | COM | $245K | 0.1%Prev: 0.1% | 375 SH | Increased |
| GLOBAL X FDS | US INFR DEV ETF | $314K | 0.2%Prev: 0.2% | 6,568 SH | Increased+260 SH |
| HOME DEPOT INC | COM | $611K | 0.3%Prev: 0.3% | 1,775 SH | Increased+525 SH |
| INVESCO QQQ TR | UNIT SER 1 | $19.1M | 9.8%Prev: 10.7% | 31,022 SH | Decreased-2,301 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $665K | 0.3%Prev: 0.4% | 13,400 SH | Decreased+800 SH |
| ISHARES TR | CORE MSCI EAFE | $403K | 0.2%Prev: 0.2% | 4,500 SH | Increased+1,250 SH |
| ISHARES TR | CORE S&P MCP ETF | $18.7M | 9.6%Prev: 9.6% | 283,468 SH | Increased+7,739 SH |
| ISHARES TR | CORE S&P SCP ETF | $526K | 0.3%Prev: 0.3% | 4,380 SH | Decreased-600 SH |
| ISHARES TR | CORE S&P500 ETF | $39.2M | 20.2%Prev: 20.8% | 57,259 SH | Increased-1,031 SH |
| ISHARES TR | CORE US AGGBD ET | $1.2M | 0.6%Prev: 0.6% | 11,564 SH | Decreased+8 SH |
| ISHARES TR | ISHARES SEMICDTR | $10.8M | 5.6%Prev: 6.2% | 35,923 SH | Decreased-7,338 SH |
| ISHARES TR | RUS 1000 GRW ETF | $253K | 0.1%Prev: 0.1% | 535 SH | Decreased-7 SH |
| ISHARES TR | US AER DEF ETF | $1.3M | 0.7%Prev: 0.7% | 5,900 SH | Increased |
| ISHARES TR | US TREAS BD ETF | $1.8M | 0.9%Prev: 0.9% | 76,187 SH | Increased+5,198 SH |
| JPMORGAN CHASE & CO. | COM | $443K | 0.2%Prev: 0.2% | 1,375 SH | Increased |
| NVIDIA CORPORATION | COM | $4.0M | 2.1%Prev: 2.2% | 21,615 SH | Decreased-900 SH |
| PACER FDS TR | US SMALL CAP CAS | $301K | 0.2%Prev: 0.2% | 6,779 SH | Decreased-2,098 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.5M | 0.8%Prev: 0.9% | 8,300 SH | Decreased-1,000 SH |
| PERMIAN BASIN RTY TR | UNIT BEN INT | $777K | 0.4%Prev: 0.1% | 45,750 SH | Increased+31,250 SH |
| PIMCO ETF TR | ACTIVE BD ETF | $661K | 0.3%Prev: 0.4% | 7,100 SH | Decreased |
| PIMCO ETF TR | MULTISECTOR BD | $10.4M | 5.3%Prev: 3.7% | 388,951 SH | Increased+132,008 SH |
| PROCTER AND GAMBLE CO | COM | $216K | 0.1%Prev: 0.2% | 1,510 SH | Decreased-440 SH |
| SCHWAB CHARLES CORP | COM | $889K | 0.5%Prev: 0.4% | 8,900 SH | Increased+300 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $1.8M | 0.9% | 39,936 SH | New |
| SPDR GOLD TR | GOLD SHS | $633K | 0.3%Prev: 0.3% | 1,596 SH | Increased-45 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $431K | 0.2%Prev: 0.3% | 632 SH | Decreased-110 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $554K | 0.3% | 8,550 SH | New |
| TARGET CORP | COM | $660K | 0.3% | 6,755 SH | New |
| TESLA INC | COM | $2.3M | 1.2%Prev: 1.3% | 5,198 SH | Decreased-230 SH |
| UNITED AIRLS HLDGS INC | COM | $1.1M | 0.5%Prev: 0.5% | 9,450 SH | Increased-1,000 SH |
| UNITED STS BRENT OIL FD LP | UNIT | $346K | 0.2%Prev: 0.2% | 12,202 SH | Decreased-1,430 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.3M | 2.2%Prev: 2.3% | 6,920 SH | Increased-45 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $470K | 0.2%Prev: 0.2% | 2,225 SH | Increased+645 SH |
| WALMART INC | COM | $1.2M | 0.6%Prev: 0.6% | 11,150 SH | Increased |
| 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 |