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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 | $610K | 0.4%Prev: 0.7% | 2,928 SH | Decreased-1,608 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.4M | 1.5% | 21,774 SH | New |
| APPLE INC | COM | $764K | 0.5%Prev: 0.5% | 3,008 SH | Increased+39 SH |
| BED BATH & BEYOND INC | *W EXP 10/07/202 | $23K | 0.0% | 41,621 SH | New |
| BED BATH & BEYOND INC | COM | $2.0M | 1.2% | 422,565 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $412K | 0.3%Prev: 0.3% | 860 SH | Increased+162 SH |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $9.0M | 5.7%Prev: 6.5% | 245,693 SH | Increased+67,377 SH |
| BITWISE XRP ETF | BENEFICIAL INT | $2.2M | 1.4% | 148,603 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $7.7M | 4.9% | 148,168 SH | New |
| CAMECO CORP | COM | $212K | 0.1% | 1,950 SH | New |
| CHEVRON CORPORATION | COM | $9.2M | 5.8% | 44,436 SH | New |
| COINBASE GLOBAL INC | COM CL A | $10.3M | 6.5%Prev: 8.1% | 59,151 SH | Increased+1,343 SH |
| DENISON MINES CORP | COM | $38K | 0.0%Prev: 0.0% | 10,850 SH | Increased |
| EATON CORP PLC | SHS | $211K | 0.1% | 590 SH | New |
| ENOVIX CORPORATION | COM | $4.4M | 2.8%Prev: 4.1% | 854,471 SH | Decreased+179,022 SH |
| EXXON MOBIL CORP | COM | $208K | 0.1% | 1,225 SH | New |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $849K | 0.5%Prev: 0.7% | 14,209 SH | Decreased-602 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $2.4M | 1.5% | 16,354 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $12.6M | 7.9% | 65,550 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $13.4M | 8.5%Prev: 9.4% | 23,203 SH | Increased-1,379 SH |
| ISHARES INC | MSCI EMRG CHN | $6.1M | 3.8% | 77,434 SH | New |
| ISHARES INC | MSCI GBL ETF NEW | $4.4M | 2.8% | 77,682 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $322K | 0.2%Prev: 4.2% | 3,712 SH | Decreased-53,218 SH |
| ISHARES TR | ESG OPTIMIZED | $236K | 0.1% | 1,787 SH | New |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $5.6M | 3.5% | 116,594 SH | New |
| MARATHON PETE CORP | COM | $6.1M | 3.9% | 24,991 SH | New |
| META PLATFORMS INC | CL A | $328K | 0.2% | 574 SH | New |
| MICROSOFT CORP | COM | $324K | 0.2% | 875 SH | New |
| NEXGEN ENERGY LTD | COM | $128K | 0.1%Prev: 0.0% | 11,000 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $704K | 0.4%Prev: 0.9% | 7,737 SH | Decreased-5,684 SH |
| NVIDIA CORPORATION | COM | $845K | 0.5%Prev: 0.4% | 4,848 SH | Increased-87 SH |
| PIMCO ETF TR | MULTISECTOR BD | $8.1M | 5.1% | 310,486 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.7M | 3.6% | 228,477 SH | New |
| SPDR GOLD TR | GOLD SHS | $7.3M | 4.6%Prev: 4.0% | 17,074 SH | Increased+287 SH |
| SSGA ACTIVE ETF TR | STATE STREET BLA | $456K | 0.3% | 11,371 SH | New |
| TESLA INC | COM | $225K | 0.1% | 606 SH | New |
| TIDAL TRUST II | DEFIANCE LARGE | $321K | 0.2% | 14,433 SH | New |
| UNION PAC CORP | COM | $600K | 0.4%Prev: 0.5% | 2,472 SH | Increased+83 SH |
| UR-ENERGY INC | COM | $16K | 0.0%Prev: 0.0% | 10,800 SH | Increased |
| VANECK ETF TRUST | RARE EARTH AND S | $3.3M | 2.1% | 37,982 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $503K | 0.3%Prev: 13.3% | 10,476 SH | Decreased-323,757 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $302K | 0.2%Prev: 2.8% | 1,053 SH | Decreased-11,947 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $914K | 0.6%Prev: 0.8% | 1,530 SH | Decreased-427 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $235K | 0.1%Prev: 2.5% | 897 SH | Decreased-12,821 SH |
| VANGUARD INDEX FDS | VALUE ETF | $7.2M | 4.5%Prev: 9.1% | 36,517 SH | Decreased-27,831 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $256K | 0.2%Prev: 4.1% | 3,423 SH | Decreased-62,221 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $17.9M | 11.3% | 279,667 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $604K | 0.4%Prev: 11.7% | 8,422 SH | Decreased-233,231 SH |
| VOLATILITY SHS TR | XRP ETF | $97K | 0.1% | 12,860 SH | New |
| WORLD GOLD TR | SPDR GLD MINIS | $285K | 0.2% | 3,072 SH | New |
| 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 |