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CIK 0001749283 • 6 13F filings • Apr 8, 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 | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $422K | 0.4% | 3,184 SH | |
| ABBVIE INC | COM | $631K | 0.6% | 3,014 SH | |
| ALPHABET INC | CAP STK CL A | $949K | 0.9% | 6,139 SH | |
| ALPHABET INC | CAP STK CL C | $760K | 0.7% | 4,866 SH | |
| AMAZON COM INC | COM | $1.9M | 1.9% | 10,119 SH | |
| AMGEN INC | COM | $237K | 0.2% | 760 SH | |
| APPLE INC | COM | $3.4M | 3.3% | 15,226 SH | |
| AT&T INC | COM | $306K | 0.3% | 10,808 SH | |
| BANK AMERICA CORP | COM | $315K | 0.3% | 7,547 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.5M | 1.5% | 2,864 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $232K | 0.2% | 3,810 SH | |
| BROADCOM INC | COM | $992K | 1.0% | 5,922 SH | |
| CHEVRON CORP NEW | COM | $484K | 0.5% | 2,891 SH | |
| CISCO SYS INC | COM | $439K | 0.4% | 7,106 SH | |
| COCA COLA CO | COM | $517K | 0.5% | 7,225 SH | |
| COSTCO WHSL CORP NEW | COM | $362K | 0.4% | 383 SH | |
| DEERE & CO | COM | $224K | 0.2% | 477 SH | |
| ELI LILLY & CO | COM | $1.2M | 1.1% | 1,427 SH | |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | $1.2M | 1.2% | 12,052 SH | |
| EXXON MOBIL CORP | COM | $394K | 0.4% | 3,316 SH | |
| GE AEROSPACE | COM NEW | $424K | 0.4% | 2,118 SH | |
| GILEAD SCIENCES INC | COM | $240K | 0.2% | 2,145 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $428K | 0.4% | 1,721 SH | |
| ISHARES TR | 0-5 YR TIPS ETF | $6.1M | 5.9% | 59,303 SH | |
| ISHARES TR | 1 3 YR TREAS BD | $9.0M | 8.7% | 108,957 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $3.2M | 3.1% | 27,036 SH | |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 1.0% | 1,863 SH | |
| ISHARES TR | CRE U S REIT ETF | $3.5M | 3.4% | 60,091 SH | |
| ISHARES TR | SHORT TREAS BD | $814K | 0.8% | 7,371 SH | |
| ISHARES TR | US TREAS BD ETF | $4.9M | 4.7% | 211,435 SH | |
| JOHNSON & JOHNSON | COM | $678K | 0.7% | 4,088 SH | |
| JPMORGAN CHASE & CO. | COM | $1.4M | 1.3% | 5,538 SH | |
| LEIDOS HOLDINGS INC | COM | $228K | 0.2% | 1,687 SH | |
| LINDE PLC | SHS | $366K | 0.4% | 786 SH | |
| LISTED FD TR | SWAN HEDGED EQTY | $4.8M | 4.6% | 218,258 SH | |
| MASTERCARD INCORPORATED | CL A | $837K | 0.8% | 1,527 SH | |
| MCDONALDS CORP | COM | $412K | 0.4% | 1,319 SH | |
| MEDTRONIC PLC | SHS | $235K | 0.2% | 2,617 SH | |
| META PLATFORMS INC | CL A | $1.4M | 1.4% | 2,427 SH | |
| NETFLIX INC | COM | $770K | 0.7% | 826 SH | |
| NVIDIA CORPORATION | COM | $2.9M | 2.8% | 26,619 SH | |
| ORACLE CORP | COM | $260K | 0.3% | 1,859 SH | |
| PHILIP MORRIS INTL INC | COM | $463K | 0.4% | 2,919 SH | |
| PROCTER AND GAMBLE CO | COM | $896K | 0.9% | 5,259 SH | |
| RTX CORPORATION | COM | $307K | 0.3% | 2,318 SH | |
| SALESFORCE INC | COM | $250K | 0.2% | 932 SH | |
| SCHWAB CHARLES CORP | COM | $262K | 0.3% | 3,347 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $300K | 0.3% | 3,109 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $413K | 0.4% | 8,293 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $6.0M | 5.8% | 164,048 SH | |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $3.0M | 3.0% | 77,389 SH | |
| SPDR SER TR | BLOOMBERG 1-3 MO | $5.9M | 5.7% | 64,138 SH | |
| SPDR SER TR | BLOOMBERG INTL T | $2.4M | 2.3% | 107,507 SH | |
| SPDR SER TR | PORTFOLI S&P1500 | $8.4M | 8.1% | 122,792 SH | |
| T-MOBILE US INC | COM | $236K | 0.2% | 884 SH | |
| TESLA INC | COM | $830K | 0.8% | 3,203 SH | |
| TIDAL TR II | BLUEPRINT CHESAP | $3.5M | 3.4% | 155,184 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $214K | 0.2% | 780 SH | |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $1.6M | 1.5% | 31,770 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $4.6M | 4.4% | 77,568 SH | |
| VERIZON COMMUNICATIONS INC | COM | $288K | 0.3% | 6,341 SH | |
| VISA INC | COM CL A | $1.1M | 1.1% | 3,115 SH | |
| WALMART INC | COM | $478K | 0.5% | 5,446 SH | |
| WELLS FARGO CO NEW | COM | $476K | 0.5% | 6,630 SH | |
| WISDOMTREE TR | FLOATNG RAT TREA | $1.1M | 1.1% | 22,551 SH |
| Q3 2025 |
| 13F-HR |
| 0001749283-25-000008 |
| $128.1M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001749283-26-000005 | $150.3M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001749283-25-000004 | $116.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001749283-26-000004 | $135.2M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001749283-25-000003 | $103.2M | View |