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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 | $1.8M | 1.5%Prev: 0.9% | 13,774 SH | Increased+8,700 SH |
| ALPHABET INC | CAP STK CL C | $242K | 0.2% | 1,201 SH | New |
| AMAZON COM INC | COM | $1.3M | 1.1%Prev: 0.6% | 10,712 SH | Increased+7,130 SH |
| APPLE INC | COM | $466K | 0.4%Prev: 0.5% | 2,053 SH | Decreased-145 SH |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $380K | 0.3%Prev: 0.2% | 9,600 SH | Increased-1,050 SH |
| ARK ETF TR | GENOMIC REV ETF | $694K | 0.6%Prev: 0.5% | 48,218 SH | Increased+25,575 SH |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $631K | 0.5%Prev: 1.0% | 10,695 SH | Decreased-166,875 SH |
| CANOPY GROWTH CORP | COM NEW | $162K | 0.1% | 177,000 SH | New |
| CLEANSPARK INC | COM NEW | $409K | 0.3%Prev: 0.2% | 145,500 SH | Increased+119,500 SH |
| D-WAVE QUANTUM INC | COM | $185K | 0.2%Prev: 0.1% | 10,650 SH | Increased+150 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.0M | 1.7%Prev: 1.8% | 68,794 SH | Decreased+5,683 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $10.5M | 8.7%Prev: 8.9% | 241,912 SH | Decreased+3,064 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $261K | 0.2%Prev: 0.2% | 6,150 SH | Increased+1,650 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $2.5M | 2.1%Prev: 2.5% | 39,160 SH | Decreased-2,572 SH |
| EOS ENERGY ENTERPRISES INC | COM CL A | $3.0M | 2.5%Prev: 0.8% | 610,882 SH | Increased+349,462 SH |
| FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | $463K | 0.4% | 32,200 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $622K | 0.5%Prev: 1.1% | 10,164 SH | Decreased-8,947 SH |
| GRANITESHARES ETF TR | 2X LONG NVDA DAI | $257K | 0.2% | 2,805 SH | New |
| GRANITESHARES ETF TR | GRANITE 2X LONG | $373K | 0.3% | 30,770 SH | New |
| HORIZON BANCORP INC | COM | $234K | 0.2% | 15,265 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $16.9M | 13.9%Prev: 13.5% | 29,445 SH | Decreased+1,557 SH |
| INVESCO VALUE MUN INCOME TR | COM | $194K | 0.2%Prev: 0.2% | 16,800 SH | Decreased+300 SH |
| IONQ INC | COM | $207K | 0.2% | 4,597 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $1.2M | 1.0%Prev: 2.4% | 18,480 SH | Decreased-413,944 SH |
| ISHARES TR | 20 YR TR BD ETF | $2.3M | 1.9%Prev: 1.7% | 25,988 SH | Increased+2,076 SH |
| ISHARES TR | MORNINGSTAR VALU | $11.7M | 9.6%Prev: 11.0% | 137,844 SH | Decreased-6,062 SH |
| LAUDER ESTEE COS INC | CL A | $275K | 0.2% | 3,086 SH | New |
| MICROSOFT CORP | COM | $785K | 0.6%Prev: 0.3% | 1,505 SH | Increased+503 SH |
| MICROSTRATEGY INC | CL A NEW | $684K | 0.6% | 1,710 SH | New |
| NETFLIX INC | COM | $207K | 0.2% | 170 SH | New |
| NUSCALE PWR CORP | CL A COM | $310K | 0.3%Prev: 0.1% | 8,107 SH | Increased-3,313 SH |
| NUTANIX INC | CL A | $96K | 0.1% | 10,000 SH | New |
| NVIDIA CORPORATION | COM | $649K | 0.5%Prev: 1.4% | 3,565 SH | Decreased-6,080 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $1.1M | 0.9%Prev: 0.8% | 6,140 SH | Increased-585 SH |
| PROSHARES TR | ULTRAPRO QQQ | $702K | 0.6%Prev: 0.3% | 7,689 SH | Increased-880 SH |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $326K | 0.3% | 1,235 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $656K | 0.5% | 1,031 SH | New |
| TEMPUS AI INC | CL A | $886K | 0.7%Prev: 0.4% | 24,600 SH | Increased+14,400 SH |
| TESLA INC | COM | $8.3M | 6.9%Prev: 5.4% | 24,602 SH | Increased+4,740 SH |
| TIDAL TR II | YIELDMAX MSTR OP | $579K | 0.5% | 29,845 SH | New |
| UGI CORP NEW | COM | $223K | 0.2% | 6,333 SH | New |
| UIPATH INC | CL A | $223K | 0.2%Prev: 0.2% | 91,850 SH | Decreased+68,200 SH |
| UNITED PARCEL SERVICE INC | CL B | $276K | 0.2% | 3,194 SH | New |
| UNITEDHEALTH GROUP INC | COM | $303K | 0.3%Prev: 0.5% | 1,202 SH | Decreased-793 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $780K | 0.6%Prev: 0.6% | 2,496 SH | Decreased+83 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $6.1M | 5.0%Prev: 5.0% | 102,638 SH | Decreased-3,367 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.5M | 5.4%Prev: 5.2% | 110,810 SH | Decreased-1,725 SH |
| VANGUARD WORLD FD | INF TECH ETF | $311K | 0.3%Prev: 0.8% | 447 SH | Decreased-873 SH |
| VOLATILITY SHS TR | 2X BITCOIN STRAT | $293K | 0.2% | 4,612 SH | New |
| WISDOMTREE TR | FLOATNG RAT TREA | $15.6M | 12.9%Prev: 9.8% | 309,244 SH | Increased+64,365 SH |
| WISDOMTREE TR | US MIDCAP FUND | $2.2M | 1.8%Prev: 2.0% | 35,492 SH | Decreased-1,386 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $13.7M | 11.3%Prev: 11.3% | 159,485 SH | Decreased+2,504 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 |