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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 | $2.1M | 1.0% | 10,150 SH | New |
| ALIGN TECHNOLOGY INC | COM | $257K | 0.1% | 1,500 SH | New |
| ALPHABET INC | CAP STK CL C | $604K | 0.3% | 2,105 SH | New |
| AMAZON COM INC | COM | $2.2M | 1.1% | 10,597 SH | New |
| AMERICAN AIRLINES GROUP INC | COM | $419K | 0.2% | 39,000 SH | New |
| AMERICAN CENTY ETF TR | AVANTIS US MID C | $271K | 0.1% | 3,754 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $17.4M | 8.5% | 157,244 SH | New |
| APPLE INC | COM | $4.1M | 2.0% | 16,000 SH | New |
| APPLIED MATLS INC | COM | $202K | 0.1% | 592 SH | New |
| ARCHER AVIATION INC | COM CL A | $800K | 0.4% | 154,700 SH | New |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $204K | 0.1% | 9,074 SH | New |
| AUTOZONE INC | COM | $1.1M | 0.6% | 340 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.6M | 1.8% | 5 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $616K | 0.3% | 1,285 SH | New |
| BLACKSTONE INC | COM | $1.0M | 0.5% | 8,900 SH | New |
| CHEVRON CORPORATION | COM | $786K | 0.4% | 3,797 SH | New |
| COMMERCE.COM INC | COM SER 1 | $27K | 0.0% | 10,000 SH | New |
| DELL TECHNOLOGIES INC | CL C | $222K | 0.1% | 1,354 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $14.1M | 7.0% | 417,883 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $705K | 0.3% | 9,936 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $497K | 0.2% | 13,512 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $714K | 0.4% | 20,363 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $8.3M | 4.1% | 133,485 SH | New |
| DRAFTKINGS INC NEW | COM CL A | $791K | 0.4% | 36,600 SH | New |
| DUTCH BROS INC | CL A | $215K | 0.1% | 4,250 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $7.4M | 3.6% | 63,431 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $200K | 0.1% | 5,290 SH | New |
| EXXON MOBIL CORP | COM | $2.2M | 1.1% | 13,097 SH | New |
| FEDEX CORP | COM | $285K | 0.1% | 800 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $1.0M | 0.5% | 11,853 SH | New |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $246K | 0.1% | 4,166 SH | New |
| GE AEROSPACE | COM NEW | $284K | 0.1% | 1,000 SH | New |
| GE VERNOVA INC | COM | $371K | 0.2% | 425 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $347K | 0.2% | 6,828 SH | New |
| HOME DEPOT INC | COM | $263K | 0.1% | 800 SH | New |
| INVESCO DB COMMDY INDX TRCK | UNIT | $256K | 0.1% | 8,830 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $19.1M | 9.4% | 33,031 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $538K | 0.3% | 14,000 SH | New |
| ISHARES TR | CORE MSCI EAFE | $407K | 0.2% | 4,500 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $20.1M | 9.9% | 296,991 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $569K | 0.3% | 4,580 SH | New |
| ISHARES TR | CORE S&P500 ETF | $37.2M | 18.3% | 56,968 SH | New |
| ISHARES TR | CORE US AGGBD ET | $1.1M | 0.6% | 11,568 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $6.2M | 3.0% | 18,723 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $228K | 0.1% | 535 SH | New |
| ISHARES TR | US AER DEF ETF | $1.2M | 0.6% | 5,550 SH | New |
| ISHARES TR | US TREAS BD ETF | $2.2M | 1.1% | 96,782 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $4.9M | 2.4% | 91,522 SH | New |
| JPMORGAN CHASE & CO | COM | $404K | 0.2% | 1,375 SH | New |
| NVIDIA CORPORATION | COM | $3.6M | 1.8% | 20,859 SH | New |
| PACER FDS TR | US SMALL CAP CAS | $304K | 0.1% | 6,779 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $1.2M | 0.6% | 8,300 SH | New |
| PERMIAN BASIN RTY TR | UNIT BEN INT | $1.1M | 0.5% | 49,250 SH | New |
| PIMCO ETF TR | ACTIVE BD ETF | $655K | 0.3% | 7,100 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $10.9M | 5.4% | 417,858 SH | New |
| PROCTER & GAMBLE CO | COM | $261K | 0.1% | 1,810 SH | New |
| ROPER TECHNOLOGIES INC | COM | $242K | 0.1% | 685 SH | New |
| SCHWAB CHARLES CORP | COM | $836K | 0.4% | 8,900 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $2.6M | 1.3% | 42,196 SH | New |
| SPDR GOLD TR | GOLD SHS | $655K | 0.3% | 1,522 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $557K | 0.3% | 8,550 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.0M | 0.5% | 1,551 SH | New |
| TARGET CORP | COM | $746K | 0.4% | 6,155 SH | New |
| TESLA INC | COM | $2.1M | 1.0% | 5,648 SH | New |
| TOAST INC | CL A | $401K | 0.2% | 15,124 SH | New |
| UNITED AIRLS HLDGS INC | COM | $981K | 0.5% | 10,650 SH | New |
| UNITED STS BRENT OIL FD LP | UNIT | $806K | 0.4% | 15,502 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $4.3M | 2.1% | 7,169 SH | New |
| VANGUARD WORLD FD | CONSUM STP ETF | $310K | 0.2% | 1,380 SH | New |
| WALMART INC | COM | $1.3M | 0.6% | 10,400 SH | New |
| ZOOM COMMUNICATIONS INC | CL A | $305K | 0.2% | 3,800 SH | New |
| 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 |