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CIK 0001792510 • 6 13F filings • Apr 14, 2025 – Jul 7, 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 | |||||
|---|---|---|---|---|---|
| CHEVRON CORP NEW | COM | $811K | 0.6% | 4,848 SH | |
| COSTCO WHSL CORP NEW | COM | $404K | 0.3% | 427 SH | |
| DIREXION SHS ETF TR | DLY S&P500 BR 1X | $5.3M | 4.0% | 455,097 SH | |
| EXXON MOBIL CORP | COM | $1.6M | 1.2% | 13,072 SH | |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $7.1M | 5.4% | 229,423 SH | |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $618K | 0.5% | 3,567 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $711K | 0.5% | 1,517 SH | |
| ISHARES GOLD TR | ISHARES NEW | $4.7M | 3.6% | 80,224 SH | |
| ISHARES TR | CHINA LG-CAP ETF | $905K | 0.7% | 25,245 SH | |
| ISHARES TR | FLTG RATE NT ETF | $10.9M | 8.3% | 213,726 SH | |
| ISHARES TR | MSCI EAFE MIN VL | $4.0M | 3.1% | 51,837 SH | |
| ISHARES TR | RUS 1000 ETF | $561K | 0.4% | 1,830 SH | |
| ISHARES TR | S&P 500 GRWT ETF | $638K | 0.5% | 6,875 SH | |
| ISHARES TR | TRS FLT RT BD | $16.9M | 12.9% | 334,125 SH | |
| MERITAGE HOMES CORP | COM | $219K | 0.2% | 3,089 SH | |
| PROSHARES TR | S&P 500 DV ARIST | $2.3M | 1.7% | 22,102 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $2.1M | 1.6% | 21,857 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $2.6M | 2.0% | 52,913 SH | |
| SELECT SECTOR SPDR TR | INDL | $2.0M | 1.6% | 15,589 SH | |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $1.7M | 1.3% | 20,482 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $3.2M | 2.4% | 21,830 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $1.7M | 1.3% | 21,645 SH | |
| SPDR GOLD TR | GOLD SHS | $1.6M | 1.2% | 5,568 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $261K | 0.2% | 467 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $8.1M | 6.2% | 88,642 SH | |
| SPDR SER TR | BLOOMBERG SHT TE | $3.1M | 2.4% | 124,082 SH | |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $3.0M | 2.3% | 73,859 SH | |
| VANECK ETF TRUST | GOLD MINERS ETF | $2.8M | 2.1% | 60,087 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $18.3M | 13.9% | 35,515 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $2.7M | 2.1% | 9,951 SH | |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $563K | 0.4% | 2,900 SH | |
| WISDOMTREE TR | BLMBG US BULL | $1.4M | 1.1% | 50,720 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $17.4M | 13.2% | 345,079 SH | |
| WISDOMTREE TR | JAPN HEDGE EQT | $937K | 0.7% | 8,508 SH |
| 13F-HR |
| 0001754960-25-000644 |
| $137.5M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000394 | $152.1M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000323 | $132.3M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000211 | $146.9M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000178 | $131.2M | View |