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CIK 0001697857 • 7 13F filings • Apr 10, 2025 – Oct 9, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | $468K | 0.3% | 4,554 SH | |
| APPLE INC | COM | $1.8M | 1.2% | 8,262 SH | |
| ARK ETF TR | INNOVATION ETF | $747K | 0.5% | 170,700 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $728K | 0.5% | 1,367 SH | |
| ETF OPPORTUNITIES TRUST | T REX 2X LONG MS | $137K | 0.1% | 25,000 SH | |
| EXCHANGE TRADED CONCEPTS TRU | BITWISE CRYPTO | $1.0M | 0.7% | 85,073 SH | |
| GRAYSCALE BITCOIN MINI TR ET | SHS NEW | $1.3M | 0.8% | 34,684 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $4.8M | 3.1% | 102,936 SH | |
| ISHARES INC | MSCI GBL GOLD MN | $2.2M | 1.4% | 57,508 SH | |
| ISHARES SILVER TR | ISHARES | $211K | 0.1% | 6,817 SH | |
| ISHARES TR | CORE MSCI INTL | $1.8M | 1.2% | 26,277 SH | |
| ISHARES TR | CORE S&P MCP ETF | $2.5M | 1.6% | 42,115 SH | |
| ISHARES TR | SELECT DIVID ETF | $358K | 0.2% | 2,667 SH | |
| KRANESHARES TRUST | CSI CHI INTERNET | $4.9M | 3.2% | 139,864 SH | |
| MICROSOFT CORP | COM | $217K | 0.1% | 579 SH | |
| NEOS ETF TRUST | NASDAQ 100 HIGH | $420K | 0.3% | 8,851 SH | |
| NEOS ETF TRUST | NEOS ENH INC 1-3 | $8.2M | 5.3% | 164,632 SH | |
| NEOS ETF TRUST | NEOS S&P 500 HI | $1.7M | 1.1% | 36,011 SH | |
| NVIDIA CORPORATION | COM | $739K | 0.5% | 6,820 SH | |
| OCUGEN INC | COM | $8K | 0.0% | 11,089 SH | |
| PACER FDS TR | US CASH COWS 100 | $316K | 0.2% | 5,768 SH | |
| PROSHARES TR | S&P 500 HIGH INC | $221K | 0.1% | 5,241 SH | |
| PROSHARES TR | ULTRAPRO SHORT S | $1.9M | 1.2% | 75,000 SH | |
| QXO INC | COM NEW | $5.2M | 3.4% | 386,241 SH | |
| S&P GLOBAL INC | COM | $379K | 0.2% | 746 SH | |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $508K | 0.3% | 23,592 SH | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $810K | 0.5% | 36,679 SH | |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $309K | 0.2% | 11,777 SH | |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $204K | 0.1% | 8,701 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $231K | 0.1% | 2,468 SH | |
| SNOWFLAKE INC | CL A | $375K | 0.2% | 2,564 SH | |
| SOFI TECHNOLOGIES INC | COM | $305K | 0.2% | 26,193 SH | |
| SPDR GOLD TR | GOLD SHS | $302K | 0.2% | 1,049 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $3.0M | 1.9% | 82,132 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.3M | 2.1% | 83,519 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $66.3M | 43.0% | 118,535 SH | |
| SPDR SER TR | S&P OILGAS EXP | $1.4M | 0.9% | 10,690 SH | |
| STANDARD LITHIUM LTD | COM | $22K | 0.0% | 17,019 SH | |
| TESLA INC | COM | $1.6M | 1.1% | 6,270 SH | |
| VANECK ETF TRUST | DIGI TRANSFRM | $831K | 0.5% | 92,077 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.0M | 1.3% | 42,983 SH | |
| VANGUARD INDEX FDS | LARGE CAP ETF | $7.3M | 4.7% | 28,218 SH | |
| VANGUARD INDEX FDS | MID CAP ETF | $4.1M | 2.6% | 15,731 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $12.3M | 8.0% | 24,015 SH | |
| VANGUARD INDEX FDS | SMALL CP ETF | $2.5M | 1.6% | 11,164 SH | |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.6M | 1.7% | 58,253 SH | |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | $1.7M | 1.1% | 21,316 SH |
| 13F-HR |
| 0001085146-25-005866 |
| $236.0M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001697857-26-000004 | $253.8M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004097 | $220.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001697857-26-000003 | $133.4M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002023 | $154.3M | View |