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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 | $4.0M | 1.6% | 6,875 SH | New |
| ALIGN TECHNOLOGY INC | COM | $253K | 0.1% | 1,500 SH | New |
| ALPHABET INC | CAP STK CL C | $741K | 0.3% | 2,097 SH | New |
| AMAZON COM INC | COM | $2.5M | 1.0% | 10,298 SH | New |
| AMERICAN CENTY ETF TR | AVA MID EQU ETF | $301K | 0.1% | 3,754 SH | New |
| AMERICAN CENTY ETF TR | US SML CP VALU | $20.4M | 8.3% | 163,647 SH | New |
| AMERICAN EAGLE OUTFITTERS IN | COM | $318K | 0.1% | 18,500 SH | New |
| APPLE INC | COM | $4.3M | 1.8% | 14,885 SH | New |
| APPLIED MATLS INC | COM | $428K | 0.2% | 592 SH | New |
| ARCHER AVIATION INC | COM CL A | $310K | 0.1% | 65,450 SH | New |
| AUTOZONE INC | COM | $684K | 0.3% | 214 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.0M | 1.2% | 4 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $764K | 0.3% | 1,526 SH | New |
| BLACKSTONE INC | COM | $1.2M | 0.5% | 10,300 SH | New |
| CHEVRON CORPORATION | COM | $629K | 0.3% | 3,797 SH | New |
| COMMERCE.COM INC | COM SER 1 | $30K | 0.0% | 10,000 SH | New |
| DELL TECHNOLOGIES INC | CL C | $584K | 0.2% | 1,354 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $17.8M | 7.3% | 443,390 SH | New |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | $656K | 0.3% | 8,001 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROF ETF | $303K | 0.1% | 7,263 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $790K | 0.3% | 20,363 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $10.2M | 4.2% | 146,346 SH | New |
| DRAFTKINGS INC NEW | COM CL A | $861K | 0.4% | 34,100 SH | New |
| DUTCH BROS INC | CL A | $251K | 0.1% | 3,500 SH | New |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $22.8M | 9.3% | 195,037 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $219K | 0.1% | 5,969 SH | New |
| FEDEX CORP | COM | $251K | 0.1% | 800 SH | New |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $1.2M | 0.5% | 11,991 SH | New |
| GE AEROSPACE | COM NEW | $374K | 0.2% | 1,000 SH | New |
| GE VERNOVA INC | COM | $599K | 0.2% | 510 SH | New |
| GLOBAL X FDS | US INFR DEV ETF | $418K | 0.2% | 7,088 SH | New |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $249K | 0.1% | 9,584 SH | New |
| HOME DEPOT INC | COM | $344K | 0.1% | 975 SH | New |
| INVESCO DB COMMDY INDX TRCK | UNIT | $276K | 0.1% | 10,349 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $25.5M | 10.4% | 34,603 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $366K | 0.1% | 11,000 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $24.1M | 9.8% | 313,179 SH | New |
| ISHARES TR | CORE S&P SCP ETF | $568K | 0.2% | 3,830 SH | New |
| ISHARES TR | CORE S&P500 ETF | $45.7M | 18.6% | 60,978 SH | New |
| ISHARES TR | CORE US AGGBD ET | $1.1M | 0.5% | 11,574 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $248K | 0.1% | 2,000 SH | New |
| ISHARES TR | US AER DEF ETF | $1.2M | 0.5% | 5,050 SH | New |
| ISHARES TR | US TREAS BD ETF | $2.4M | 1.0% | 103,473 SH | New |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $4.8M | 2.0% | 89,414 SH | New |
| JPMORGAN CHASE & CO | COM | $548K | 0.2% | 1,675 SH | New |
| NVIDIA CORPORATION | COM | $3.6M | 1.5% | 18,204 SH | New |
| PACER FDS TR | US SM CAP CA ETF | $343K | 0.1% | 6,779 SH | New |
| PALANTIR TECHNOLOGIES INC | CL A | $1.0M | 0.4% | 8,913 SH | New |
| PERMIAN BASIN RTY TR | UNIT BEN INT | $1.2M | 0.5% | 46,330 SH | New |
| PIMCO ETF TR | ACTIVE BD ETF | $3.5M | 1.4% | 38,267 SH | New |
| PIMCO ETF TR | MULTISECTOR BD | $13.2M | 5.4% | 496,901 SH | New |
| SCHWAB CHARLES CORP | COM | $821K | 0.3% | 8,900 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $2.3M | 0.9% | 42,426 SH | New |
| SPDR GOLD TR | GOLD SHS | $522K | 0.2% | 1,416 SH | New |
| SPDR SERIES TRUST | SP O&G EXPL PRO | $380K | 0.2% | 2,463 SH | New |
| SPDR SERIES TRUST | ST STR SP REGBNK | $468K | 0.2% | 6,250 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.2M | 0.5% | 1,551 SH | New |
| TARGET CORP | COM | $804K | 0.3% | 6,155 SH | New |
| TESLA INC | COM | $2.4M | 1.0% | 5,727 SH | New |
| TOAST INC | CL A | $421K | 0.2% | 15,124 SH | New |
| UNITED AIRLS HLDGS INC | COM | $938K | 0.4% | 6,900 SH | New |
| UNITED STS BRENT OIL FD LP | UNIT | $612K | 0.2% | 15,040 SH | New |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.2M | 2.1% | 7,504 SH | New |
| VANGUARD WORLD FD | CONSUM STP ETF | $289K | 0.1% | 1,280 SH | New |
| WALMART INC | COM | $1.1M | 0.4% | 9,550 SH | New |
| ZOOM COMMUNICATIONS INC | CL A | $384K | 0.2% | 4,450 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 |