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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 | $1.2M | 0.9%Prev: 0.5% | 5,074 SH | Increased-124,446 SH |
| ALBEMARLE CORP | COM | $285K | 0.2% | 1,605 SH | New |
| AMAZON COM INC | COM | $793K | 0.6%Prev: 0.7% | 3,582 SH | Decreased-11,888 SH |
| APPLE INC | COM | $569K | 0.5%Prev: 0.4% | 2,198 SH | Increased-223 SH |
| ARK 21SHARES BITCOIN ETF | SHS BEN INT | $252K | 0.2%Prev: 0.2% | 10,650 SH | Increased+8,100 SH |
| ARK ETF TR | AUTNMUS TECHNLGY | $242K | 0.2% | 2,022 SH | New |
| ARK ETF TR | GENOMIC REV ETF | $630K | 0.5%Prev: 0.5% | 22,643 SH | Increased-4,575 SH |
| ARK ETF TR | INNOVATION ETF | $215K | 0.2%Prev: 0.0% | 3,057 SH | Increased-11,943 SH |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $1.2M | 1.0% | 177,570 SH | New |
| CANOPY GROWTH CORPORATION | COM NEW | $19K | 0.0% | 132,500 SH | New |
| CIPHER DIGITAL INC | COM | $513K | 0.4% | 33,250 SH | New |
| CLEANSPARK INC | COM NEW | $257K | 0.2% | 26,000 SH | New |
| CLEANSPARK INC | NOTE 6/1 | $22K | 0.0% | 15,000 SH | New |
| D-WAVE QUANTUM INC | COM | $153K | 0.1%Prev: 0.1% | 10,500 SH | Increased-10,500 SH |
| DEFI DEVELOPMENT CORP | COM | $282K | 0.2% | 79,100 SH | New |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.3M | 1.8%Prev: 1.4% | 63,111 SH | Increased-6,345 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $11.2M | 8.9%Prev: 6.9% | 238,848 SH | Increased+2,942 SH |
| DIMENSIONAL ETF TRUST | US LARGE CAP VAL | $212K | 0.2%Prev: 5.8% | 5,750 SH | Decreased-252,400 SH |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $225K | 0.2%Prev: 0.2% | 4,500 SH | Decreased-1,650 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $3.1M | 2.5%Prev: 1.7% | 41,732 SH | Increased+2,750 SH |
| ENERGY FUELS INC | COM NEW | $194K | 0.2% | 10,550 SH | New |
| EOS ENERGY ENTERPRISES INC | COM CL A | $1.0M | 0.8%Prev: 0.3% | 261,420 SH | Increased+148,620 SH |
| FIRST TR EXCHANGE-TRADED FD | INDXX NAT RE ETF | $978K | 0.8% | 53,580 SH | New |
| GLOBAL X FDS | DEFENSE TECH ETF | $1.4M | 1.1% | 19,111 SH | New |
| GLOBAL X FDS | GLOBAL X URANIUM | $324K | 0.3% | 6,302 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $16.9M | 13.5%Prev: 15.9% | 27,888 SH | Decreased-15,675 SH |
| INVESCO VALUE MUN INCOME TR | COM | $203K | 0.2%Prev: 0.2% | 16,500 SH | Increased-300 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $3.0M | 2.4%Prev: 0.6% | 432,424 SH | Increased+419,124 SH |
| ISHARES ETHEREUM TR | SHS | $942K | 0.8% | 88,040 SH | New |
| ISHARES SILVER TR | ISHARES | $243K | 0.2% | 3,600 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $2.1M | 1.7%Prev: 0.2% | 23,912 SH | Increased+21,514 SH |
| ISHARES TR | CORE US AGGBD ET | $288K | 0.2% | 2,895 SH | New |
| ISHARES TR | MORNINGSTAR VALU | $13.8M | 11.0%Prev: 8.7% | 143,906 SH | Increased+183 SH |
| MICRON TECHNOLOGY INC | COM | $281K | 0.2% | 690 SH | New |
| MICROSOFT CORP | COM | $375K | 0.3%Prev: 0.7% | 1,002 SH | Decreased-1,320 SH |
| NETFLIX INC. | COM | $235K | 0.2% | 2,360 SH | New |
| NUSCALE PWR CORP | CL A COM | $113K | 0.1%Prev: 0.1% | 11,420 SH | Decreased+795 SH |
| NVIDIA CORPORATION | COM | $1.8M | 1.4%Prev: 0.5% | 9,645 SH | Increased+3,525 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $947K | 0.8%Prev: 0.8% | 6,725 SH | Decreased-2,482 SH |
| PROSHARES TR | ULTRAPRO QQQ | $411K | 0.3%Prev: 0.5% | 8,569 SH | Decreased-2,296 SH |
| REDWIRE CORPORATION | COM | $271K | 0.2% | 28,200 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $379K | 0.3% | 2,677 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $594K | 0.5% | 878 SH | New |
| STRATEGY INC | CL A NEW | $519K | 0.4% | 4,046 SH | New |
| STRATEGY INC | NOTE 0.625% 3/1 | $101K | 0.1% | 16,100 SH | New |
| TEMPUS AI INC | CL A | $485K | 0.4% | 10,200 SH | New |
| TESLA INC | COM | $6.8M | 5.4%Prev: 6.3% | 19,862 SH | Decreased-8,008 SH |
| UIPATH INC | CL A | $246K | 0.2%Prev: 0.2% | 23,650 SH | Increased-40,400 SH |
| UNITED PARCEL SVCS INC | CL B | $203K | 0.2% | 2,016 SH | New |
| UNITEDHEALTH GROUP INC | COM | $610K | 0.5% | 1,995 SH | New |
| VANGUARD INDEX FDS | TOTAL STK MKT | $805K | 0.6%Prev: 0.5% | 2,413 SH | Increased-83 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $1.5M | 1.2%Prev: 0.4% | 17,986 SH | Increased+11,935 SH |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | $6.3M | 5.0%Prev: 4.7% | 106,005 SH | Increased+4,227 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $6.6M | 5.2%Prev: 4.9% | 112,535 SH | Increased+4,108 SH |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $697K | 0.6%Prev: 0.9% | 8,793 SH | Decreased-5,312 SH |
| VANGUARD WORLD FD | INF TECH ETF | $976K | 0.8% | 1,320 SH | New |
| VERIZON COMMUNICATIONS INC | COM | $257K | 0.2% | 5,354 SH | New |
| VOLATILITY SHS TR | PREMIUM PLUS ETF | $26K | 0.0% | 105,200 SH | New |
| WISDOMTREE TR | FLOATNG RAT TREA | $12.3M | 9.8%Prev: 12.6% | 244,879 SH | Decreased-81,505 SH |
| WISDOMTREE TR | US MIDCAP FUND | $2.6M | 2.0%Prev: 3.5% | 36,878 SH | Decreased-41,148 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $14.2M | 11.3%Prev: 10.3% | 156,981 SH | Increased-15,631 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 |