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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 | $769K | 0.7%Prev: 0.5% | 4,930 SH | Increased+77 SH |
| COSTCO WHSL CORP NEW | COM | $367K | 0.3%Prev: 0.3% | 429 SH | Decreased+1 SH |
| EXXON MOBIL CORP | COM | $1.6M | 1.6%Prev: 1.1% | 13,424 SH | Increased+115 SH |
| GLOBAL X FDS | GLOBAL X COPPER | $1.7M | 1.6%Prev: 0.8% | 22,977 SH | Increased+3,485 SH |
| GLOBAL X FDS | RBTCS ARTFL INTE | $2.1M | 2.0% | 25,544 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $1.1M | 1.1%Prev: 0.9% | 1,866 SH | Decreased-123 SH |
| ISHARES TR | CHINA LG-CAP ETF | $1.6M | 1.5%Prev: 1.7% | 39,788 SH | Decreased-16,032 SH |
| ISHARES TR | CORE UNIVRSL USD | $9.3M | 8.8% | 184,615 SH | New |
| ISHARES TR | EXPANDED TECH | $2.5M | 2.3% | 12,397 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $2.5M | 2.4% | 19,171 SH | New |
| ISHARES TR | MSCI USA MMENTM | $1.9M | 1.8%Prev: 1.5% | 7,636 SH | Decreased-204 SH |
| ISHARES TR | MSCI USA QLT FCT | $1.9M | 1.8%Prev: 1.4% | 9,361 SH | Decreased-382 SH |
| ISHARES TR | RUS MID CAP ETF | $1.5M | 1.5%Prev: 1.1% | 15,871 SH | Increased-109 SH |
| ISHARES TR | RUSSELL 2000 ETF | $329K | 0.3% | 1,323 SH | New |
| ISHARES TR | US AER DEF ETF | $2.1M | 2.0%Prev: 1.6% | 9,577 SH | Decreased-632 SH |
| MERITAGE HOMES CORP | COM | $209K | 0.2%Prev: 0.2% | 3,148 SH | Decreased+20 SH |
| PROSHARES TR | S&P 500 DV ARIST | $1.8M | 1.7%Prev: 1.3% | 17,188 SH | Increased+318 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $880K | 0.8% | 7,532 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $2.5M | 2.3% | 27,369 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $839K | 0.8% | 18,370 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.2M | 1.2% | 22,754 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $2.5M | 2.4% | 16,208 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $2.0M | 1.9% | 12,392 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $3.3M | 3.1% | 22,966 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $770K | 0.7% | 17,835 SH | New |
| SPDR GOLD TR | GOLD SHS | $2.1M | 2.0%Prev: 1.4% | 5,383 SH | Increased-18 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $314K | 0.3%Prev: 0.2% | 460 SH | Increased+2 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $34.4M | 32.6% | 788,927 SH | New |
| VANECK ETF TRUST | GOLD MINERS ETF | $5.5M | 5.2%Prev: 3.5% | 64,492 SH | Increased+2,034 SH |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $2.8M | 2.6%Prev: 2.1% | 7,448 SH | Decreased-1,484 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $973K | 0.9%Prev: 0.7% | 2,002 SH | Increased+23 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $9.1M | 8.6%Prev: 6.8% | 26,996 SH | Decreased-1,442 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.0M | 1.0% | 11,428 SH | New |
| WISDOMTREE TR | HEDGED HI YLD BD | $1.8M | 1.7% | 12,702 SH | New |
| 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 |