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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 | |||||
|---|---|---|---|---|---|
| 3M CO | COM | $220K | 0.2%Prev: 0.2% | 1,373 SH | Increased+13 SH |
| ABBVIE INC | COM | $832K | 0.6%Prev: 0.6% | 3,642 SH | Increased+258 SH |
| ADVANCED MICRO DEVICES INC | COM | $788K | 0.6%Prev: 0.4% | 3,678 SH | Increased+536 SH |
| ALPHABET INC | CAP STK CL A | $3.5M | 2.6%Prev: 1.9% | 11,063 SH | Increased+942 SH |
| ALPHABET INC | CAP STK CL C | $2.7M | 2.0%Prev: 1.5% | 8,727 SH | Increased+726 SH |
| AMAZON COM INC | COM | $4.6M | 3.4%Prev: 3.3% | 19,840 SH | Increased+737 SH |
| AMERICAN EXPRESS CO | COM | $358K | 0.3%Prev: 0.2% | 967 SH | Increased+33 SH |
| AMGEN INC | COM | $344K | 0.3% | 1,051 SH | New |
| APPLE INC | COM | $8.4M | 6.2%Prev: 5.7% | 30,874 SH | Increased+2,024 SH |
| BANK AMERICA CORP | COM | $788K | 0.6%Prev: 0.5% | 14,321 SH | Increased+1,938 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $1.8M | 1.4%Prev: 1.4% | 3,644 SH | Increased+92 SH |
| BOEING CO | COM | $239K | 0.2%Prev: 0.2% | 1,101 SH | Decreased-341 SH |
| BRISTOL-MYERS SQUIBB CO | COM | $217K | 0.2% | 4,032 SH | New |
| BROADCOM INC | COM | $3.3M | 2.5%Prev: 2.3% | 9,652 SH | Increased+720 SH |
| CAPITAL ONE FINL CORP | COM | $268K | 0.2%Prev: 0.2% | 1,104 SH | Increased-16 SH |
| CATERPILLAR INC | COM | $563K | 0.4%Prev: 0.3% | 983 SH | Increased+117 SH |
| CISCO SYS INC | COM | $639K | 0.5%Prev: 0.4% | 8,291 SH | Increased+863 SH |
| CITIGROUP INC | COM NEW | $450K | 0.3%Prev: 0.3% | 3,857 SH | Increased+39 SH |
| COCA COLA CO | COM | $611K | 0.5% | 8,740 SH | New |
| CORTEVA INC | COM | $273K | 0.2%Prev: 0.2% | 4,070 SH | Decreased |
| CVS HEALTH CORP | COM | $217K | 0.2%Prev: 0.2% | 2,728 SH | Increased-42 SH |
| DANAHER CORPORATION | COM | $289K | 0.2% | 1,262 SH | New |
| ELI LILLY & CO | COM | $1.7M | 1.2% | 1,556 SH | New |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | $376K | 0.3% | 3,760 SH | New |
| EXXON MOBIL CORP | COM | $1.1M | 0.8%Prev: 0.8% | 8,922 SH | Increased-343 SH |
| GE AEROSPACE | COM NEW | $682K | 0.5%Prev: 0.5% | 2,213 SH | Increased+205 SH |
| GENERAL DYNAMICS CORP | COM | $209K | 0.2% | 620 SH | New |
| GILEAD SCIENCES INC | COM | $291K | 0.2%Prev: 0.2% | 2,367 SH | Increased+189 SH |
| GOLDMAN SACHS GROUP INC | COM | $558K | 0.4%Prev: 0.4% | 635 SH | Increased-8 SH |
| HOME DEPOT INC | COM | $270K | 0.2%Prev: 0.8% | 786 SH | Decreased-1,894 SH |
| INTEL CORP | COM | $277K | 0.2% | 7,519 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $565K | 0.4%Prev: 0.4% | 1,908 SH | Increased+95 SH |
| INTUITIVE SURGICAL INC | COM NEW | $406K | 0.3% | 717 SH | New |
| ISHARES INC | CORE MSCI EMKT | $2.6M | 1.9%Prev: 1.6% | 38,189 SH | Increased+6,157 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $1.8M | 1.3%Prev: 2.0% | 17,353 SH | Decreased-7,697 SH |
| ISHARES TR | 3 7 YR TREAS BD | $16.2M | 12.0%Prev: 4.3% | 136,057 SH | Increased+89,526 SH |
| ISHARES TR | CORE S&P500 ETF | $1.5M | 1.1%Prev: 1.2% | 2,161 SH | Decreased-132 SH |
| ISHARES TR | CRE U S REIT ETF | $1.5M | 1.1%Prev: 1.1% | 26,665 SH | Increased+2,207 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $339K | 0.3% | 3,079 SH | New |
| JOHNSON & JOHNSON | COM | $999K | 0.7%Prev: 0.7% | 4,826 SH | Increased+198 SH |
| JPMORGAN CHASE & CO. | COM | $2.0M | 1.5%Prev: 1.3% | 6,259 SH | Increased+795 SH |
| LEIDOS HOLDINGS INC | COM | $292K | 0.2%Prev: 0.2% | 1,620 SH | Decreased |
| LISTED FDS TR | SWAN HEDGED EQTY | $8.9M | 6.5%Prev: 6.6% | 351,213 SH | Increased+9,880 SH |
| MASTERCARD INCORPORATED | CL A | $876K | 0.6%Prev: 0.7% | 1,535 SH | Decreased-32 SH |
| MCDONALDS CORP | COM | $438K | 0.3% | 1,432 SH | New |
| MEDTRONIC PLC | SHS | $275K | 0.2%Prev: 0.2% | 2,862 SH | Increased+159 SH |
| MERCK & CO INC | COM | $503K | 0.4% | 4,783 SH | New |
| MICROSOFT CORP | COM | $3.7M | 2.8%Prev: 6.1% | 7,723 SH | Decreased-7,333 SH |
| MORGAN STANLEY | COM NEW | $501K | 0.4%Prev: 0.3% | 2,822 SH | Increased+79 SH |
| NEXTERA ENERGY INC | COM | $341K | 0.3%Prev: 0.2% | 4,243 SH | Increased+58 SH |
| NVIDIA CORPORATION | COM | $10.0M | 7.4%Prev: 7.0% | 53,748 SH | Increased+5,733 SH |
| ORACLE CORP | COM | $340K | 0.3%Prev: 0.6% | 1,746 SH | Decreased-1,038 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $867K | 0.6%Prev: 0.6% | 4,878 SH | Increased+336 SH |
| PEPSICO INC | COM | $448K | 0.3% | 3,122 SH | New |
| PFIZER INC | COM | $287K | 0.2% | 11,512 SH | New |
| PHILIP MORRIS INTL INC | COM | $270K | 0.2%Prev: 0.2% | 1,683 SH | Decreased-280 SH |
| QUALCOMM INC | COM | $346K | 0.3%Prev: 0.3% | 2,020 SH | Decreased-185 SH |
| RTX CORPORATION | COM | $497K | 0.4%Prev: 0.3% | 2,710 SH | Increased+285 SH |
| SALESFORCE INC | COM | $213K | 0.2% | 804 SH | New |
| SCHWAB CHARLES CORP | COM | $348K | 0.3%Prev: 0.2% | 3,480 SH | Increased+393 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $318K | 0.2% | 2,706 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $340K | 0.3% | 2,844 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $366K | 0.3% | 6,690 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $283K | 0.2% | 1,828 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $230K | 0.2% | 1,480 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $1.1M | 0.8% | 7,901 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $7.9M | 5.8%Prev: 6.3% | 178,116 SH | Decreased-10,456 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $1.1M | 0.8%Prev: 0.8% | 24,561 SH | Increased+3,970 SH |
| SPDR SERIES TRUST | BLOOMBERG INTL T | $1.1M | 0.8%Prev: 3.5% | 50,293 SH | Decreased-143,716 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $17.8M | 13.2% | 215,732 SH | New |
| TESLA INC | COM | $2.4M | 1.8%Prev: 1.7% | 5,367 SH | Increased+371 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $426K | 0.3% | 736 SH | New |
| TIDAL TRUST II | BLUEPRINT CHESAP | $4.6M | 3.4%Prev: 3.4% | 179,001 SH | Increased+4,624 SH |
| UNION PAC CORP | COM | $283K | 0.2% | 1,224 SH | New |
| VISA INC | COM CL A | $919K | 0.7%Prev: 0.5% | 2,620 SH | Increased+863 SH |
| WALMART INC | COM | $1.0M | 0.8%Prev: 0.7% | 9,403 SH | Increased+380 SH |
| WELLS FARGO CO NEW | COM | $600K | 0.4%Prev: 0.4% | 6,434 SH | Increased+403 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $330K | 0.2%Prev: 0.4% | 6,561 SH | Decreased-4,260 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 |