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CIK 0001790723 • 6 13F filings • Apr 22, 2025 – Jul 22, 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 | |||||
|---|---|---|---|---|---|
| EVERSOURCE ENERGY | COM | $444K | 1.3%Prev: 2.1% | 6,150 SH | Increased |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | $1.5M | 4.4% | 11,493 SH | New |
| GLOBAL X FDS | GLOBAL X URANIUM | $1.3M | 3.8%Prev: 5.1% | 30,260 SH | Increased+5,870 SH |
| HUT 8 CORP | COM | $759K | 2.2% | 6,573 SH | New |
| INVESCO DB MULTI-SECTOR COMM | AGRICULTURE FD | $2.1M | 6.0%Prev: 9.2% | 78,924 SH | Increased+14,079 SH |
| ISHARES TR | 7-10 YR TRSY BD | $2.1M | 6.1%Prev: 7.1% | 22,642 SH | Increased+9,001 SH |
| ISHARES TR | CHINA LG-CAP ETF | $716K | 2.1%Prev: 4.7% | 22,664 SH | Decreased-975 SH |
| ISHARES TR | MSCI EAFE ETF | $1.8M | 5.1%Prev: 6.4% | 17,080 SH | Increased+3,765 SH |
| ISHARES TR | MSCI EMG MKT ETF | $1.0M | 3.0% | 15,332 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $1.6M | 4.7%Prev: 4.8% | 5,409 SH | Increased+1,281 SH |
| PROCTER & GAMBLE CO | COM | $690K | 2.0% | 4,707 SH | New |
| PROSHARES TR | SHORT FINAN NEW | $1.2M | 3.3% | 37,039 SH | New |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $1.8M | 5.1% | 48,439 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $939K | 2.7% | 17,688 SH | New |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | $974K | 2.8% | 11,726 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $2.2M | 6.2% | 47,711 SH | New |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $13.4M | 38.6% | 146,709 SH | New |
| TESLA INC | COM | $236K | 0.7% | 560 SH | New |
| 13F-HR |
| 0001790723-25-000007 |
| $22.5M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001790723-26-000003 | $34.9M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001790723-25-000004 | $18.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001790723-26-000002 | $28.0M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001790723-25-000003 | $16.6M | View |