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CIK 0001724729 • 6 13F filings • Apr 22, 2025 – Jul 21, 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 | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $940K | 0.6%Prev: 0.4% | 4,283 SH | Increased+1,355 SH |
| APPLE INC | COM | $564K | 0.4%Prev: 0.5% | 2,750 SH | Decreased-258 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $339K | 0.2%Prev: 0.3% | 698 SH | Decreased-162 SH |
| BEYOND INC | COM | $2.9M | 2.0% | 419,149 SH | New |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $10.5M | 7.2%Prev: 5.7% | 179,375 SH | Increased-66,318 SH |
| COINBASE GLOBAL INC | COM CL A | $20.6M | 14.2%Prev: 6.5% | 58,748 SH | Increased-403 SH |
| DENISON MINES CORP | COM | $20K | 0.0%Prev: 0.0% | 10,850 SH | Decreased |
| EATON CORP PLC | SHS | $208K | 0.1%Prev: 0.1% | 582 SH | Decreased-8 SH |
| ENOVIX CORPORATION | COM | $7.1M | 4.9%Prev: 2.8% | 691,161 SH | Increased-163,310 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $887K | 0.6%Prev: 0.5% | 14,811 SH | Increased+602 SH |
| INVESCO QQQ TR | UNIT SER 1 | $13.8M | 9.5%Prev: 8.5% | 24,987 SH | Increased+1,784 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $213K | 0.1% | 3,485 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $5.0M | 3.5%Prev: 0.2% | 57,026 SH | Increased+53,314 SH |
| ISHARES TR | ESG OPTIMIZED | $232K | 0.2%Prev: 0.1% | 1,833 SH | Decreased+46 SH |
| META PLATFORMS INC | CL A | $272K | 0.2%Prev: 0.2% | 368 SH | Decreased-206 SH |
| NEXGEN ENERGY LTD | COM | $76K | 0.1%Prev: 0.1% | 11,000 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.2M | 0.8%Prev: 0.4% | 12,853 SH | Increased+5,116 SH |
| NVIDIA CORPORATION | COM | $769K | 0.5%Prev: 0.5% | 4,870 SH | Decreased+22 SH |
| SPDR GOLD TR | GOLD SHS | $5.1M | 3.5%Prev: 4.6% | 16,789 SH | Decreased-285 SH |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $8.8M | 6.0% | 210,651 SH | New |
| TESLA INC | COM | $212K | 0.1%Prev: 0.1% | 668 SH | Decreased+62 SH |
| UNION PAC CORP | COM | $555K | 0.4%Prev: 0.4% | 2,412 SH | Decreased-60 SH |
| UR-ENERGY INC | COM | $11K | 0.0%Prev: 0.0% | 10,800 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $7.5M | 5.2% | 97,222 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $16.6M | 11.4%Prev: 0.3% | 335,394 SH | Increased+324,918 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.7M | 2.6%Prev: 0.2% | 13,285 SH | Increased+12,232 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.1M | 0.8%Prev: 0.6% | 1,959 SH | Increased+429 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.3M | 2.3%Prev: 0.1% | 14,081 SH | Increased+13,184 SH |
| VANGUARD INDEX FDS | VALUE ETF | $11.5M | 7.9%Prev: 4.5% | 65,211 SH | Increased+28,694 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $5.0M | 3.4%Prev: 0.2% | 65,669 SH | Increased+62,246 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $15.9M | 11.0%Prev: 0.4% | 243,425 SH | Increased+235,003 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $208K | 0.1% | 6,031 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $201K | 0.1%Prev: 0.2% | 3,072 SH | Decreased |
| 13F-HR |
| 0001724729-25-000008 |
| $155.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001724729-26-000005 | $165.7M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001724729-25-000005 | $145.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001724729-26-000003 | $158.4M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001724729-25-000003 | $122.2M | View |