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CIK 0001972835 • 6 13F filings • Apr 23, 2025 – Jul 23, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $13.4M | 1.2%Prev: 0.6% | 42,780 SH | Increased+24,167 SH |
| ALPHABET INC | CAP STK CL C | $15.1M | 1.3%Prev: 0.5% | 48,000 SH | Increased+31,709 SH |
| AMAZON COM INC | COM | $7.3M | 0.6%Prev: 1.0% | 31,780 SH | Decreased-5,546 SH |
| APPLE INC | COM | $7.4M | 0.6%Prev: 6.6% | 27,305 SH | Decreased-177,542 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $3.2M | 0.3%Prev: 0.1% | 3,025 SH | Increased+1,975 SH |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | $5.9M | 0.5% | 627,945 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.8M | 0.3% | 5 SH | New |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $16.0M | 1.4%Prev: 0.1% | 336,325 SH | Increased+322,613 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $63.6M | 5.5%Prev: 1.9% | 834,367 SH | Increased+680,313 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $14.5M | 1.2%Prev: 0.3% | 75,471 SH | Increased+63,202 SH |
| INVESCO QQQ TR | UNIT SER 1 | $79.3M | 6.8%Prev: 0.8% | 129,059 SH | Increased+118,996 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $106.4M | 9.2%Prev: 0.1% | 2,142,185 SH | Increased+2,134,334 SH |
| ISHARES TR | CORE MSCI EAFE | $17.8M | 1.5%Prev: 0.2% | 199,247 SH | Increased+180,737 SH |
| ISHARES TR | CORE S&P MCP ETF | $59.3M | 5.1%Prev: 0.3% | 899,150 SH | Increased+860,200 SH |
| ISHARES TR | CORE S&P SCP ETF | $25.4M | 2.2%Prev: 0.6% | 211,747 SH | Increased+173,129 SH |
| ISHARES TR | CORE S&P500 ETF | $92.4M | 8.0%Prev: 0.8% | 134,952 SH | Increased+124,886 SH |
| ISHARES TR | CORE US AGGBD ET | $354K | 0.0%Prev: 0.2% | 3,543 SH | Decreased-15,521 SH |
| ISHARES TR | RUSSELL 2000 ETF | $4.7M | 0.4%Prev: 0.2% | 19,162 SH | Increased+13,167 SH |
| ISHARES TR | RUSSELL 3000 ETF | $419K | 0.0% | 1,083 SH | New |
| JPMORGAN CHASE & CO. | COM | $6.9M | 0.6%Prev: 0.4% | 21,500 SH | Increased+10,768 SH |
| META PLATFORMS INC | CL A | $6.8M | 0.6%Prev: 0.3% | 10,235 SH | Increased+6,912 SH |
| MICROSOFT CORP | COM | $4.6M | 0.4%Prev: 2.8% | 9,510 SH | Decreased-33,261 SH |
| ROIVANT SCIENCES LTD | SHS | $6.0M | 0.5% | 276,530 SH | New |
| SPDR GOLD TR | GOLD SHS | $28.2M | 2.4%Prev: 0.7% | 71,225 SH | Increased+56,127 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $456.0M | 39.4%Prev: 0.6% | 668,759 SH | Increased+661,648 SH |
| TESLA INC | COM | $2.4M | 0.2%Prev: 0.4% | 5,355 SH | Decreased-2,132 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $8.7M | 0.8% | 24,195 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $32.6M | 2.8%Prev: 0.2% | 112,404 SH | Increased+107,890 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $4.6M | 0.4%Prev: 0.2% | 51,629 SH | Increased+30,479 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $5.3M | 0.5%Prev: 0.6% | 15,872 SH | Increased+2,518 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $3.1M | 0.3% | 41,848 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.8M | 0.2%Prev: 0.9% | 52,010 SH | Decreased-82,718 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $549K | 0.0% | 7,271 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $52.4M | 4.5%Prev: 1.4% | 839,410 SH | Increased+652,460 SH |
| 13F-HR |
| 0001754960-26-000622 |
| $1.20B |
| View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000433 | $722.7M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000333 | $1.10B | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000239 | $624.0M | View |