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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 | $1.2M | 0.8%Prev: 0.6% | 5,132 SH | Increased+839 SH |
| APPLE INC | COM | $873K | 0.6%Prev: 0.5% | 3,211 SH | Increased+361 SH |
| BED BATH & BEYOND INC | *W EXP 10/07/202 | $27K | 0.0% | 41,161 SH | New |
| BED BATH & BEYOND INC | COM | $2.3M | 1.5%Prev: 2.6% | 417,346 SH | Decreased+1,288 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $432K | 0.3%Prev: 0.3% | 860 SH | Decreased |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $9.5M | 6.4%Prev: 7.5% | 199,766 SH | Decreased+12,038 SH |
| BROADCOM INC | COM | $201K | 0.1% | 581 SH | New |
| COINBASE GLOBAL INC | COM CL A | $13.2M | 8.9%Prev: 12.6% | 58,518 SH | Decreased+462 SH |
| DENISON MINES CORP | COM | $29K | 0.0%Prev: 0.0% | 10,850 SH | Decreased |
| EATON CORP PLC | SHS | $204K | 0.1%Prev: 0.2% | 641 SH | Decreased |
| ENOVIX CORPORATION | COM | $5.9M | 4.0%Prev: 5.1% | 807,937 SH | Decreased+8,647 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $852K | 0.6%Prev: 0.6% | 14,209 SH | Decreased-602 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $606K | 0.4% | 3,162 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $15.7M | 10.6%Prev: 9.4% | 25,626 SH | Increased+1,153 SH |
| ISHARES TR | 20 YR TR BD ETF | $5.1M | 3.4%Prev: 3.4% | 58,006 SH | Decreased-956 SH |
| ISHARES TR | ESG OPTIMIZED | $252K | 0.2%Prev: 0.2% | 1,812 SH | Increased-21 SH |
| META PLATFORMS INC | CL A | $485K | 0.3%Prev: 0.2% | 735 SH | Increased+367 SH |
| MICROSOFT CORP | COM | $423K | 0.3% | 875 SH | New |
| NEXGEN ENERGY LTD | COM | $101K | 0.1%Prev: 0.1% | 11,000 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $1.2M | 0.8%Prev: 0.8% | 12,510 SH | Decreased+5 SH |
| NVIDIA CORPORATION | COM | $1.3M | 0.9%Prev: 0.6% | 6,810 SH | Increased+1,925 SH |
| SPDR GOLD TR | GOLD SHS | $6.6M | 4.4%Prev: 3.7% | 16,547 SH | Increased+238 SH |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $9.1M | 6.1% | 219,927 SH | New |
| TESLA INC | COM | $333K | 0.2%Prev: 0.2% | 741 SH | Increased+73 SH |
| TIDAL TRUST II | DEFIANCE LARGE | $780K | 0.5%Prev: 0.2% | 34,566 SH | Increased+19,216 SH |
| UNION PAC CORP | COM | $569K | 0.4%Prev: 0.4% | 2,459 SH | Decreased+19 SH |
| UR-ENERGY INC | COM | $15K | 0.0%Prev: 0.0% | 10,800 SH | Decreased |
| VANGUARD BD INDEX FDS | INTERMED TERM | $7.6M | 5.1%Prev: 5.1% | 98,070 SH | Decreased-3,727 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $261K | 0.2% | 3,517 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $15.1M | 10.2%Prev: 10.0% | 313,035 SH | Decreased-468 SH |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | $319K | 0.2% | 1,143 SH | New |
| VANGUARD INDEX FDS | MID CAP ETF | $3.9M | 2.6%Prev: 2.5% | 13,363 SH | Decreased+131 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.2M | 0.8%Prev: 0.8% | 1,966 SH | Increased+3 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $3.7M | 2.5%Prev: 2.3% | 14,167 SH | Increased+75 SH |
| VANGUARD INDEX FDS | SML CP GRW ETF | $285K | 0.2% | 942 SH | New |
| VANGUARD INDEX FDS | VALUE ETF | $12.4M | 8.3%Prev: 7.8% | 64,777 SH | Increased-224 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $520K | 0.4% | 9,677 SH | New |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $5.1M | 3.4%Prev: 3.4% | 66,754 SH | Decreased-945 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.6M | 1.1%Prev: 0.3% | 25,152 SH | Increased+16,948 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $17.1M | 11.5%Prev: 10.7% | 238,673 SH | Increased-2,138 SH |
| VOLATILITY SHS TR | XRP ETF | $1.8M | 1.2%Prev: 1.8% | 174,132 SH | Decreased+13,281 SH |
| WISDOMTREE TR | EM EX ST-OWNED | $236K | 0.2%Prev: 0.1% | 6,048 SH | Increased+9 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $262K | 0.2%Prev: 0.2% | 3,072 SH | Increased |
| 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 |