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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 | $720K | 0.5% | 4,850 SH | New |
| COSTCO WHSL CORP NEW | COM | $422K | 0.3% | 428 SH | New |
| DIREXION SHS ETF TR | DLY S&P500 BR 1X | $396K | 0.3% | 38,895 SH | New |
| EXXON MOBIL CORP | COM | $1.5M | 1.1%Prev: 1.5% | 13,193 SH | Decreased-324 SH |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | $6.0M | 4.5%Prev: 2.4% | 181,939 SH | Increased+106,845 SH |
| INVESCO QQQ TR | UNIT SER 1 | $930K | 0.7% | 1,672 SH | New |
| ISHARES GOLD TR | ISHARES NEW | $1.3M | 1.0%Prev: 0.4% | 20,052 SH | Increased+14,046 SH |
| ISHARES TR | CHINA LG-CAP ETF | $2.1M | 1.6% | 58,461 SH | New |
| ISHARES TR | FLTG RATE NT ETF | $9.8M | 7.4%Prev: 6.8% | 192,592 SH | Decreased-3,885 SH |
| ISHARES TR | MSCI EAFE MIN VL | $4.6M | 3.5% | 55,125 SH | New |
| ISHARES TR | MSCI USA MMENTM | $1.7M | 1.3% | 7,306 SH | New |
| ISHARES TR | MSCI USA QLT FCT | $1.7M | 1.3% | 9,126 SH | New |
| ISHARES TR | RUS MID CAP ETF | $1.3M | 1.0% | 13,617 SH | New |
| ISHARES TR | TRS FLT RT BD | $11.1M | 8.4%Prev: 15.9% | 220,510 SH | Decreased-240,892 SH |
| ISHARES TR | US AER DEF ETF | $3.6M | 2.7%Prev: 0.8% | 19,047 SH | Increased+13,917 SH |
| MERITAGE HOMES CORP | COM | $220K | 0.2% | 3,109 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $1.7M | 1.3%Prev: 0.4% | 16,919 SH | Increased+10,915 SH |
| SELECT SECTOR SPDR TR | COMMUNICATION | $792K | 0.6% | 7,332 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $686K | 0.5% | 7,882 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.2M | 0.9% | 22,513 SH | New |
| SELECT SECTOR SPDR TR | INDL | $1.9M | 1.4% | 12,414 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | $883K | 0.7% | 3,990 SH | New |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | $1.7M | 1.3% | 20,650 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.5M | 1.2% | 11,437 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $1.5M | 1.2% | 18,629 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $2.5M | 1.9% | 9,738 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.7M | 1.3%Prev: 1.6% | 5,478 SH | Decreased+100 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $286K | 0.2% | 457 SH | New |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | $3.9M | 2.9% | 42,362 SH | New |
| SPDR SERIES TRUST | BLOOMBERG SHT TE | $11.2M | 8.5% | 440,775 SH | New |
| SPDR SERIES TRUST | PORTFOLIO S&P500 | $13.7M | 10.3% | 186,043 SH | New |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $9.1M | 6.9% | 219,012 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $3.4M | 2.6%Prev: 2.1% | 64,964 SH | Increased+32,398 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $11.2M | 8.5%Prev: 3.3% | 36,415 SH | Increased+21,287 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.7M | 2.0%Prev: 1.2% | 39,783 SH | Increased+16,164 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $11.2M | 8.4%Prev: 15.6% | 221,655 SH | Decreased-233,498 SH |
| WISDOMTREE TR | JAPN HEDGE EQT | $2.1M | 1.6%Prev: 1.3% | 18,614 SH | Increased+6,888 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 |