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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 | $943K | 0.6%Prev: 0.4% | 4,293 SH | Increased+1,375 SH |
| APPLE INC | COM | $726K | 0.5%Prev: 0.5% | 2,850 SH | Decreased-58 SH |
| BED BATH & BEYOND INC | COM | $4.1M | 2.6%Prev: 1.5% | 416,058 SH | Increased-5,044 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $432K | 0.3%Prev: 0.2% | 860 SH | Increased+162 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $11.7M | 7.5%Prev: 4.8% | 187,728 SH | Increased-63,616 SH |
| COINBASE GLOBAL INC | COM CL A | $19.6M | 12.6%Prev: 5.2% | 58,056 SH | Increased-838 SH |
| DENISON MINES CORP | COM | $30K | 0.0%Prev: 0.0% | 10,850 SH | Decreased |
| EATON CORP PLC | SHS | $240K | 0.2%Prev: 0.1% | 641 SH | Decreased+67 SH |
| ENOVIX CORPORATION | COM | $8.0M | 5.1%Prev: 3.1% | 799,290 SH | Increased-45,560 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 | $14.7M | 9.4%Prev: 10.2% | 24,473 SH | Decreased+1,455 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $228K | 0.1% | 3,510 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $5.3M | 3.4%Prev: 0.2% | 58,962 SH | Increased+55,986 SH |
| ISHARES TR | ESG OPTIMIZED | $249K | 0.2% | 1,833 SH | New |
| META PLATFORMS INC | CL A | $270K | 0.2%Prev: 0.2% | 368 SH | Decreased-206 SH |
| NEXGEN ENERGY LTD | COM | $98K | 0.1%Prev: 0.1% | 11,000 SH | Decreased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.2M | 0.8%Prev: 0.5% | 12,505 SH | Increased+5,182 SH |
| NVIDIA CORPORATION | COM | $911K | 0.6%Prev: 0.6% | 4,885 SH | Decreased+57 SH |
| SPDR GOLD TR | GOLD SHS | $5.8M | 3.7%Prev: 3.8% | 16,309 SH | Decreased-869 SH |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | $9.1M | 5.9% | 219,125 SH | New |
| TESLA INC | COM | $297K | 0.2%Prev: 0.2% | 668 SH | Increased+62 SH |
| TIDAL TRUST II | DEFIANCE LARGE | $340K | 0.2%Prev: 0.2% | 15,350 SH | Decreased+917 SH |
| UNION PAC CORP | COM | $577K | 0.4%Prev: 0.4% | 2,440 SH | Decreased-44 SH |
| UR-ENERGY INC | COM | $19K | 0.0%Prev: 0.0% | 10,800 SH | Increased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $7.9M | 5.1% | 101,797 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.5M | 10.0%Prev: 0.3% | 313,503 SH | Increased+303,115 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.9M | 2.5%Prev: 0.2% | 13,232 SH | Increased+9,017 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.8%Prev: 0.6% | 1,963 SH | Increased+449 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.6M | 2.3%Prev: 0.2% | 14,092 SH | Increased+13,194 SH |
| VANGUARD INDEX FDS | VALUE ETF | $12.1M | 7.8%Prev: 4.8% | 65,001 SH | Increased+28,446 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $5.3M | 3.4%Prev: 0.2% | 67,699 SH | Increased+64,325 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $492K | 0.3%Prev: 12.1% | 8,204 SH | Decreased-272,044 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $16.7M | 10.7%Prev: 0.4% | 240,811 SH | Increased+232,389 SH |
| VOLATILITY SHS TR | XRP ETF | $2.8M | 1.8%Prev: 0.0% | 160,851 SH | Increased+148,358 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $229K | 0.1%Prev: 0.1% | 6,039 SH | Increased+1,469 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $235K | 0.2%Prev: 0.1% | 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 |