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CIK 0001860063 • 6 13F filings • May 2, 2025 – Jul 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 | $629K | 0.5% | 129,520 SH | |
| ALPHABET INC | CAP STK CL C | $433K | 0.3% | 2,674 SH | |
| AMAZON COM INC | COM | $858K | 0.7% | 15,470 SH | |
| APPLE INC | COM | $511K | 0.4% | 2,421 SH | |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $243K | 0.2% | 2,550 SH | |
| ARK ETF TR | GENOMIC REV ETF | $606K | 0.5% | 27,218 SH | |
| ARK ETF TR | INNOVATION ETF | $38K | 0.0% | 15,000 SH | |
| CANOPY GROWTH CORP | COM NEW | $24K | 0.0% | 45,500 SH | |
| CLEANSPARK INC | *W EXP 12/29/202 | $29K | 0.0% | 15,000 SH | |
| CVS HEALTH CORP | COM | $296K | 0.2% | 4,548 SH | |
| D-WAVE QUANTUM INC | COM | $147K | 0.1% | 21,000 SH | |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $1.8M | 1.4% | 69,456 SH | |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $9.0M | 6.9% | 235,906 SH | |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $7.5M | 5.8% | 258,150 SH | |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $242K | 0.2% | 6,150 SH | |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.3M | 1.7% | 38,982 SH | |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $1.5M | 1.1% | 29,555 SH | |
| EOS ENERGY ENTERPRISES INC | COM CL A | $352K | 0.3% | 112,800 SH | |
| ETF OPPORTUNITIES TRUST | T REX 2X LONG MS | $83K | 0.1% | 10,000 SH | |
| GRANITESHARES ETF TR | GRANITE 2X LONG | $168K | 0.1% | 40,995 SH | |
| HORIZON BANCORP INC | COM | $227K | 0.2% | 15,275 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $20.7M | 15.9% | 43,563 SH | |
| INVESCO VALUE MUN INCOME TR | COM | $197K | 0.2% | 16,800 SH | |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $721K | 0.6% | 13,300 SH | |
| ISHARES TR | 20 YR TR BD ETF | $216K | 0.2% | 2,398 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $4.1M | 3.1% | 34,140 SH | |
| ISHARES TR | CORE S&P SCP ETF | $783K | 0.6% | 7,768 SH | |
| ISHARES TR | MORNINGSTAR VALU | $11.3M | 8.7% | 143,723 SH | |
| MICROSOFT CORP | COM | $915K | 0.7% | 2,322 SH | |
| MICROSTRATEGY INC | CL A NEW | $536K | 0.4% | 1,405 SH | |
| NUSCALE PWR CORP | CL A COM | $179K | 0.1% | 10,625 SH | |
| NVIDIA CORPORATION | COM | $667K | 0.5% | 6,120 SH | |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 0.8% | 9,207 SH | |
| PROSHARES TR | ULTRAPRO QQQ | $596K | 0.5% | 10,865 SH | |
| SOFI TECHNOLOGIES INC | COM | $333K | 0.3% | 25,057 SH | |
| SOFI TECHNOLOGIES INC | NOTE 10/1 | $73K | 0.1% | 10,500 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $588K | 0.5% | 1,060 SH | |
| SPDR SER TR | S&P HOMEBUILD | $1.1M | 0.9% | 11,830 SH | |
| SUPER MICRO COMPUTER INC | COM NEW | $333K | 0.3% | 9,250 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $81K | 0.1% | 12,000 SH | |
| TESLA INC | COM | $8.1M | 6.3% | 27,870 SH | |
| UGI CORP NEW | COM | $230K | 0.2% | 7,036 SH | |
| UIPATH INC | CL A | $206K | 0.2% | 64,050 SH | |
| VANGUARD INDEX FDS | GROWTH ETF | $727K | 0.6% | 1,920 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $681K | 0.5% | 2,496 SH | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $495K | 0.4% | 6,051 SH | |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $6.1M | 4.7% | 101,778 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.4M | 4.9% | 108,427 SH | |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.1M | 0.9% | 14,105 SH | |
| VOLATILITY SHS TR | 2X BITCOIN STRAT | $204K | 0.2% | 4,509 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $16.4M | 12.6% | 326,384 SH | |
| WISDOMTREE TR | US MIDCAP FUND | $4.5M | 3.5% | 78,026 SH | |
| WISDOMTREE TR | US QTLY DIV GRT | $13.4M | 10.3% | 172,612 SH |
| 13F-HR |
| 0001754960-25-000682 |
| $139.9M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000542 | $166.6M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000580 | $121.1M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000227 | $125.5M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000266 | $129.9M | View |