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CIK 0001728866 • 7 13F filings • Apr 28, 2025 – Jul 29, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $1.1M | 0.3%Prev: 0.3% | 4,932 SH | Increased+110 SH |
| ALPHABET INC | CAP STK CL A | $2.2M | 0.6%Prev: 0.5% | 6,904 SH | Increased-44 SH |
| ALPHABET INC | CAP STK CL C | $856K | 0.2%Prev: 0.2% | 2,727 SH | Increased+72 SH |
| AMAZON COM INC | COM | $2.1M | 0.6%Prev: 0.6% | 9,006 SH | Increased+250 SH |
| AMERICAN ELEC PWR CO INC | COM | $683K | 0.2%Prev: 0.2% | 5,924 SH | Increased+48 SH |
| APPLE INC | COM | $2.8M | 0.8%Prev: 0.8% | 10,363 SH | Increased+50 SH |
| ARISTA NETWORKS INC | COM SHS | $228K | 0.1%Prev: 0.1% | 1,739 SH | Decreased+42 SH |
| ASML HOLDING N V | N Y REGISTRY SHS | $1.2M | 0.4%Prev: 0.3% | 1,154 SH | Increased-15 SH |
| AUTOZONE INC | COM | $1.1M | 0.3%Prev: 0.4% | 312 SH | Decreased+1 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $2.0M | 0.6%Prev: 0.6% | 3,943 SH | Increased+13 SH |
| BLACKSTONE INC | COM | $536K | 0.2%Prev: 0.2% | 3,480 SH | Decreased+10 SH |
| BROADCOM INC | COM | $1.5M | 0.4%Prev: 0.5% | 4,424 SH | Decreased-302 SH |
| CELESTICA INC | COM | $448K | 0.1%Prev: 0.1% | 1,515 SH | Increased-56 SH |
| CHEVRON CORP NEW | COM | $485K | 0.1%Prev: 0.1% | 3,180 SH | Decreased+24 SH |
| COCA COLA CO | COM | $1.1M | 0.3%Prev: 0.3% | 15,678 SH | Increased+115 SH |
| CONSTELLATION ENERGY CORP | COM | $213K | 0.1% | 604 SH | New |
| COPART INC | COM | $833K | 0.2%Prev: 0.3% | 21,271 SH | Decreased+809 SH |
| COSTCO WHSL CORP NEW | COM | $445K | 0.1%Prev: 0.1% | 516 SH | Decreased+12 SH |
| DILLARDS INC | CL A | $208K | 0.1%Prev: 0.1% | 343 SH | Decreased |
| EA SERIES TRUST | ALPHA ARCH 1-3 | $1.3M | 0.4%Prev: 0.4% | 11,196 SH | Increased-33 SH |
| EA SERIES TRUST | YOKE CORE ETF | $201.5M | 58.8%Prev: 60.6% | 7,414,194 SH | Decreased-30,041 SH |
| ELI LILLY & CO | COM | $231K | 0.1% | 215 SH | New |
| EMCOR GROUP INC | COM | $217K | 0.1% | 354 SH | New |
| ENTERPRISE PRODS PARTNERS L | COM | $922K | 0.3%Prev: 0.3% | 28,752 SH | Decreased-1,112 SH |
| EOG RES INC | COM | $880K | 0.3%Prev: 0.3% | 8,377 SH | Decreased+268 SH |
| EXXON MOBIL CORP | COM | $1.2M | 0.3%Prev: 0.3% | 9,868 SH | Increased+54 SH |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | $1.0M | 0.3%Prev: 0.3% | 15,713 SH | Increased+175 SH |
| FIDELITY WISE ORIGIN BITCOIN | SHS | $4.5M | 1.3%Prev: 1.7% | 58,738 SH | Decreased+1,714 SH |
| FIRST FINL BANKSHARES INC | COM | $2.4M | 0.7%Prev: 0.8% | 79,891 SH | Decreased+124 SH |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $602K | 0.2%Prev: 0.2% | 12,645 SH | Decreased-1,241 SH |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | $715K | 0.2%Prev: 0.2% | 28,763 SH | Increased+3,993 SH |
| HOME DEPOT INC | COM | $1.1M | 0.3%Prev: 0.4% | 3,266 SH | Decreased+18 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $1.3M | 0.4%Prev: 0.3% | 11,152 SH | Increased+1,844 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.4M | 0.4%Prev: 0.3% | 2,249 SH | Increased+365 SH |
| ISHARES SILVER TR | ISHARES | $367K | 0.1% | 5,701 SH | New |
| ISHARES TR | 20 YR TR BD ETF | $1.2M | 0.3%Prev: 0.4% | 13,412 SH | Decreased-1,416 SH |
| ISHARES TR | CORE S&P500 ETF | $1.3M | 0.4%Prev: 0.4% | 1,835 SH | Increased-29 SH |
| ISHARES TR | MSCI USA MIN VOL | $1.7M | 0.5%Prev: 0.5% | 18,430 SH | Decreased+4 SH |
| ISHARES TR | MSCI USA MMENTM | $986K | 0.3%Prev: 0.3% | 3,938 SH | Decreased+49 SH |
| ISHARES TR | MSCI USA QLT FCT | $2.0M | 0.6%Prev: 0.6% | 9,997 SH | Decreased-291 SH |
| ISHARES TR | NATIONAL MUN ETF | $3.3M | 1.0%Prev: 0.8% | 30,855 SH | Increased+3,965 SH |
| ISHARES TR | TRS FLT RT BD | $2.9M | 0.8% | 56,975 SH | New |
| ISHARES U S ETF TR | SHORT MATURITY M | $6.9M | 2.0%Prev: 2.0% | 136,262 SH | Increased+3,236 SH |
| JOHNSON & JOHNSON | COM | $1.5M | 0.5%Prev: 0.4% | 7,478 SH | Increased-178 SH |
| KINDER MORGAN INC DEL | COM | $248K | 0.1%Prev: 0.1% | 9,026 SH | Decreased |
| LAM RESEARCH CORP | COM NEW | $485K | 0.1%Prev: 0.1% | 2,834 SH | Increased-56 SH |
| LOCKHEED MARTIN CORP | COM | $1.1M | 0.3%Prev: 0.4% | 2,367 SH | Decreased-13 SH |
| LOWES COS INC | COM | $1.1M | 0.3%Prev: 0.3% | 4,652 SH | Decreased+113 SH |
| MASTERCARD INCORPORATED | CL A | $1.1M | 0.3%Prev: 0.3% | 1,946 SH | Increased+71 SH |
| META PLATFORMS INC | CL A | $1.6M | 0.5%Prev: 0.5% | 2,481 SH | Decreased+24 SH |
| MICROSOFT CORP | COM | $2.9M | 0.8%Prev: 0.9% | 5,943 SH | Decreased+7 SH |
| MOODYS CORP | COM | $1.2M | 0.3%Prev: 0.3% | 2,336 SH | Increased+10 SH |
| NOBLE CORP PLC | ORD SHS A | $2.4M | 0.7%Prev: 0.7% | 83,308 SH | Decreased |
| NOVARTIS AG | SPONSORED ADR | $1.4M | 0.4%Prev: 0.4% | 9,811 SH | Increased-152 SH |
| NOVO-NORDISK A S | ADR | $1000K | 0.3%Prev: 0.3% | 19,646 SH | Decreased+1,288 SH |
| NVIDIA CORPORATION | COM | $3.3M | 1.0%Prev: 1.0% | 17,794 SH | Increased+63 SH |
| OLD DOMINION FREIGHT LINE IN | COM | $1.0M | 0.3%Prev: 0.3% | 6,640 SH | Increased+277 SH |
| PACCAR INC | COM | $1.1M | 0.3%Prev: 0.3% | 10,199 SH | Increased-159 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $372K | 0.1%Prev: 0.1% | 2,091 SH | Decreased-102 SH |
| PIMCO ETF TR | INTER MUN BD ACT | $2.3M | 0.7%Prev: 0.6% | 44,217 SH | Increased+5,174 SH |
| PROCTER AND GAMBLE CO | COM | $1.1M | 0.3%Prev: 0.3% | 7,420 SH | Decreased+107 SH |
| QUALCOMM INC | COM | $1.1M | 0.3%Prev: 0.3% | 6,399 SH | Increased-122 SH |
| ROCKWELL AUTOMATION INC | COM | $355K | 0.1%Prev: 0.1% | 913 SH | Increased+2 SH |
| S&P GLOBAL INC | COM | $1.1M | 0.3%Prev: 0.3% | 2,150 SH | Increased+14 SH |
| SCHWAB STRATEGIC TR | LONG TERM US | $755K | 0.2%Prev: 0.2% | 23,806 SH | Increased+5,457 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $3.3M | 1.0%Prev: 1.0% | 139,387 SH | Decreased-6,401 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $230K | 0.1%Prev: 0.1% | 8,372 SH | Decreased-1,208 SH |
| SPDR GOLD TR | GOLD SHS | $7.4M | 2.2%Prev: 2.0% | 18,657 SH | Increased-175 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $979K | 0.3%Prev: 0.2% | 1,435 SH | Increased+308 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $8.4M | 2.4% | 100,703 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $489K | 0.1%Prev: 0.1% | 1,610 SH | Decreased-153 SH |
| TESLA INC | COM | $402K | 0.1%Prev: 0.1% | 893 SH | Increased-2 SH |
| TIDAL TRUST I | FOLIOBEYOND ALTE | $5.3M | 1.5%Prev: 1.5% | 147,091 SH | Increased+4,181 SH |
| TJX COS INC NEW | COM | $1.3M | 0.4%Prev: 0.4% | 8,784 SH | Increased-77 SH |
| UNILEVER PLC | SPON ADR NEW | $994K | 0.3%Prev: 0.3% | 15,197 SH | Decreased-2,045 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $630K | 0.2%Prev: 0.1% | 21,446 SH | Increased+4,574 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $931K | 0.3%Prev: 0.3% | 8,991 SH | Decreased-586 SH |
| VANECK MERK GOLD ETF | GOLD SHS | $9.7M | 2.8%Prev: 2.4% | 234,462 SH | Increased+15,436 SH |
| VANGUARD BD INDEX FDS | INTERMED TERM | $7.8M | 2.3%Prev: 1.9% | 99,521 SH | Increased+17,179 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.7M | 0.5%Prev: 0.3% | 2,661 SH | Increased+826 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $432K | 0.1%Prev: 0.1% | 1,968 SH | Decreased-47 SH |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $332K | 0.1%Prev: 0.1% | 2,503 SH | Increased+11 SH |
| WALMART INC | COM | $935K | 0.3%Prev: 0.3% | 8,393 SH | Increased-352 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $3.2M | 0.9%Prev: 1.0% | 63,649 SH | Decreased-5,673 SH |
| 13F-HR |
| 0001728866-26-000005 |
| $389.5M |
| View |
| Aug 6, 2025 | Q2 2025 | 13F-HR | 0001765380-25-000302 | $318.9M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001728866-26-000004 | $343.7M | View |
| May 12, 2025 | Q1 2025 | 13F-HR/A | 0001765380-25-000217 | $294.1M | View |