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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 | $695K | 0.4%Prev: 0.6% | 2,918 SH | Decreased-1,365 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $2.7M | 1.7% | 21,939 SH | New |
| APPLE INC | COM | $841K | 0.5%Prev: 0.4% | 2,908 SH | Increased+158 SH |
| BED BATH & BEYOND INC | *W EXP 10/07/202 | $17K | 0.0% | 41,526 SH | New |
| BED BATH & BEYOND INC | COM | $2.4M | 1.5% | 421,102 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $349K | 0.2%Prev: 0.2% | 698 SH | Increased |
| BITWISE BITCOIN ETF TR | SHS BEN INT | $8.0M | 4.8%Prev: 7.2% | 251,344 SH | Decreased+71,969 SH |
| BITWISE XRP ETF | BENEFICIAL INT | $1.8M | 1.1% | 153,726 SH | New |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $7.9M | 4.8% | 151,094 SH | New |
| BROADCOM INC | COM | $219K | 0.1% | 581 SH | New |
| CHEVRON CORPORATION | COM | $7.5M | 4.5% | 44,951 SH | New |
| COINBASE GLOBAL INC | COM CL A | $8.6M | 5.2%Prev: 14.2% | 58,894 SH | Decreased+146 SH |
| DENISON MINES CORP | COM | $33K | 0.0%Prev: 0.0% | 10,850 SH | Increased |
| EATON CORP PLC | SHS | $245K | 0.1%Prev: 0.1% | 574 SH | Increased-8 SH |
| ENOVIX CORPORATION | COM | $5.1M | 3.1%Prev: 4.9% | 844,850 SH | Decreased+153,689 SH |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | $849K | 0.5%Prev: 0.6% | 14,209 SH | Decreased-602 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $2.8M | 1.7% | 16,381 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $14.0M | 8.5% | 65,994 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $17.0M | 10.2%Prev: 9.5% | 23,018 SH | Increased-1,969 SH |
| ISHARES INC | MSCI EMRG CHN | $7.9M | 4.8% | 77,483 SH | New |
| ISHARES INC | MSCI GBL ETF NEW | $4.6M | 2.8% | 79,141 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $257K | 0.2%Prev: 3.5% | 2,976 SH | Decreased-54,050 SH |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | $5.8M | 3.5% | 119,352 SH | New |
| MARATHON PETE CORP | COM | $6.2M | 3.7% | 24,224 SH | New |
| META PLATFORMS INC | CL A | $323K | 0.2%Prev: 0.2% | 574 SH | Increased+206 SH |
| MICROSOFT CORP | COM | $326K | 0.2% | 875 SH | New |
| NEXGEN ENERGY LTD | COM | $103K | 0.1%Prev: 0.1% | 11,000 SH | Increased |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | $857K | 0.5%Prev: 0.8% | 7,323 SH | Decreased-5,530 SH |
| NVIDIA CORPORATION | COM | $966K | 0.6%Prev: 0.5% | 4,828 SH | Increased-42 SH |
| PIMCO ETF TR | MULTISECTOR BD | $8.4M | 5.1% | 317,941 SH | New |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | $5.8M | 3.5% | 233,476 SH | New |
| SPDR GOLD TR | GOLD SHS | $6.3M | 3.8%Prev: 3.5% | 17,178 SH | Increased+389 SH |
| SSGA ACTIVE ETF TR | ST STR BL LN ETF | $460K | 0.3% | 11,411 SH | New |
| TESLA INC | COM | $255K | 0.2%Prev: 0.1% | 606 SH | Increased-62 SH |
| TIDAL TRUST II | DEFIANCE LARGE | $376K | 0.2% | 14,433 SH | New |
| UNION PAC CORP | COM | $676K | 0.4%Prev: 0.4% | 2,484 SH | Increased+72 SH |
| UR-ENERGY INC | COM | $15K | 0.0%Prev: 0.0% | 10,800 SH | Increased |
| VANECK ETF TRUST | RARE EAR STR ETF | $3.4M | 2.1% | 38,389 SH | New |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $503K | 0.3%Prev: 11.4% | 10,388 SH | Decreased-325,006 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $340K | 0.2%Prev: 2.6% | 4,215 SH | Decreased-9,070 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.0M | 0.6%Prev: 0.8% | 1,514 SH | Decreased-445 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $272K | 0.2%Prev: 2.3% | 898 SH | Decreased-13,183 SH |
| VANGUARD INDEX FDS | VALUE ETF | $8.0M | 4.8%Prev: 7.9% | 36,555 SH | Decreased-28,656 SH |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | $254K | 0.2%Prev: 3.4% | 3,374 SH | Decreased-62,295 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $20.0M | 12.1% | 280,248 SH | New |
| VANGUARD WORLD FD | ESG INTL STK ETF | $693K | 0.4%Prev: 11.0% | 8,422 SH | Decreased-235,003 SH |
| VOLATILITY SHS TR | XRP ETF | $72K | 0.0% | 12,493 SH | New |
| WISDOMTREE TR | EM EX ST-OWNED | $225K | 0.1%Prev: 0.1% | 4,570 SH | Increased-1,461 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $244K | 0.1%Prev: 0.1% | 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 |