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CIK 0001762539 • 6 13F filings • Apr 22, 2025 – Aug 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | $259K | 0.2% | 903 SH | New |
| AMAZON COM INC | COM | $426K | 0.3% | 2,046 SH | New |
| APPLE INC | COM | $2.2M | 1.7%Prev: 1.9% | 8,844 SH | Increased-432 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $7.2M | 5.4%Prev: 6.1% | 15,030 SH | Increased+2,577 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $1.0M | 0.8%Prev: 0.7% | 28,030 SH | Increased+10,625 SH |
| BROADCOM INC | COM | $253K | 0.2% | 816 SH | New |
| CENTENE CORP DEL | COM | $265K | 0.2%Prev: 0.5% | 8,086 SH | Decreased |
| EXXON MOBIL CORP | COM | $334K | 0.3%Prev: 0.3% | 1,971 SH | Increased-340 SH |
| ISHARES TR | CORE DIV GRWTH | $2.8M | 2.1%Prev: 2.2% | 39,663 SH | Increased+1,218 SH |
| ISHARES TR | CORE MSCI INTL | $662K | 0.5%Prev: 0.7% | 7,920 SH | Decreased-2,389 SH |
| ISHARES TR | CORE S&P SCP ETF | $584K | 0.4%Prev: 0.4% | 4,697 SH | Increased+183 SH |
| ISHARES TR | CORE S&P500 ETF | $782K | 0.6%Prev: 0.5% | 1,197 SH | Increased+202 SH |
| ISHARES TR | EAFE GRWTH ETF | $275K | 0.2%Prev: 0.2% | 2,468 SH | Increased+374 SH |
| ISHARES TR | FLTG RATE NT ETF | $1.7M | 1.3%Prev: 2.1% | 34,334 SH | Decreased-9,847 SH |
| ISHARES TR | MRGSTR MD CP GRW | $1.5M | 1.2%Prev: 1.4% | 19,639 SH | Decreased-2,182 SH |
| ISHARES TR | MSCI EAFE ETF | $1.9M | 1.4%Prev: 0.4% | 19,258 SH | Increased+13,612 SH |
| ISHARES TR | MSCI EMG MKT ETF | $673K | 0.5%Prev: 0.5% | 11,857 SH | Increased-1,602 SH |
| ISHARES TR | NATIONAL MUN ETF | $882K | 0.7% | 8,313 SH | New |
| ISHARES TR | RUS 1000 GRW ETF | $336K | 0.3%Prev: 0.3% | 789 SH | Increased |
| ISHARES TR | RUS 1000 VAL ETF | $1.1M | 0.8%Prev: 0.9% | 5,156 SH | Increased+90 SH |
| ISHARES TR | S&P MC 400GR ETF | $666K | 0.5%Prev: 0.5% | 6,619 SH | Increased+4 SH |
| ISHARES TR | S&P MC 400VL ETF | $333K | 0.3%Prev: 0.3% | 2,515 SH | Increased |
| ISHARES TR | SHRT NAT MUN ETF | $2.5M | 1.9%Prev: 1.5% | 23,728 SH | Increased+8,744 SH |
| ISHARES TR | U.S. TECH ETF | $274K | 0.2% | 1,511 SH | New |
| JOHNSON & JOHNSON | COM | $252K | 0.2% | 1,032 SH | New |
| JPMORGAN CHASE & CO | COM | $264K | 0.2% | 897 SH | New |
| KROGER CO | COM | $1.5M | 1.1%Prev: 1.3% | 21,040 SH | Increased |
| MICROSOFT CORP | COM | $1.2M | 0.9%Prev: 0.5% | 3,282 SH | Increased+1,936 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $223K | 0.2% | 1,521 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $780K | 0.6%Prev: 0.7% | 25,412 SH | Decreased-2,506 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $5.7M | 4.3% | 51,369 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $7.0M | 5.3% | 141,526 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $5.6M | 4.2% | 38,492 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $459K | 0.3% | 11,252 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $18.5M | 13.9% | 138,956 SH | New |
| SPDR GOLD TR | GOLD SHS | $232K | 0.2% | 539 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $3.3M | 2.5% | 82,795 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.9M | 1.4% | 2,949 SH | New |
| STRATEGY INC | CL A NEW | $525K | 0.4% | 4,205 SH | New |
| TESLA INC | COM | $351K | 0.3% | 945 SH | New |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | $244K | 0.2%Prev: 0.2% | 1,959 SH | Decreased-452 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.9M | 1.4% | 25,307 SH | New |
| VANGUARD INDEX FDS | GROWTH ETF | $7.6M | 5.7%Prev: 7.2% | 17,295 SH | Decreased-3,731 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 1.3%Prev: 1.3% | 2,948 SH | Increased+223 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $320K | 0.2%Prev: 0.3% | 1,471 SH | Increased-130 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.2M | 3.2%Prev: 4.6% | 21,661 SH | Decreased-7,254 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EUROPE ETF | $2.8M | 2.1% | 34,418 SH | New |
| VANGUARD WORLD FD | CONSUM DIS ETF | $5.8M | 4.3%Prev: 4.6% | 16,055 SH | Increased+577 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $2.9M | 2.2%Prev: 2.5% | 12,813 SH | Increased+270 SH |
| VANGUARD WORLD FD | ENERGY ETF | $2.0M | 1.5%Prev: 1.9% | 11,674 SH | Decreased-4,628 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $4.2M | 3.2%Prev: 3.3% | 13,484 SH | Increased-1,100 SH |
| VANGUARD WORLD FD | INF TECH ETF | $849K | 0.6%Prev: 0.5% | 1,217 SH | Increased+207 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $945K | 0.7%Prev: 0.9% | 4,194 SH | Increased-790 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $1.1M | 0.9%Prev: 1.0% | 5,751 SH | Increased-798 SH |
| WALMART INC | COM | $411K | 0.3%Prev: 0.3% | 3,303 SH | Increased+118 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $18.9M | 14.2%Prev: 12.2% | 375,546 SH | Increased+113,589 SH |
| 13F-HR |
| 0001762539-26-000004 |
| $155.6M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001762539-25-000002 | $121.9M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001762539-26-000003 | $132.9M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001762539-25-000001 | $108.5M | View |