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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 | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $522K | 0.4%Prev: 0.6% | 2,401 SH | Decreased-613 SH |
| ADVANCED MICRO DEVICES INC | COM | $382K | 0.3% | 1,876 SH | New |
| ALPHABET INC | CAP STK CL A | $2.0M | 1.5%Prev: 0.9% | 6,819 SH | Increased+680 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 1.1%Prev: 0.7% | 5,343 SH | Increased+477 SH |
| ALTRIA GROUP INC | COM | $219K | 0.2% | 3,315 SH | New |
| AMGEN INC | COM | $457K | 0.3%Prev: 0.2% | 1,299 SH | Increased+539 SH |
| APPLE INC | COM | $4.4M | 3.3%Prev: 3.3% | 17,470 SH | Increased+2,244 SH |
| AT&T INC | COM | $449K | 0.3%Prev: 0.3% | 15,496 SH | Increased+4,688 SH |
| BOEING CO | COM | $226K | 0.2% | 1,135 SH | New |
| BRISTOL-MYERS SQUIBB CO | COM | $293K | 0.2%Prev: 0.2% | 4,824 SH | Increased+1,014 SH |
| BROADCOM INC | COM | $1.6M | 1.2%Prev: 1.0% | 5,290 SH | Increased-632 SH |
| CATERPILLAR INC | COM | $845K | 0.6% | 1,192 SH | New |
| CHEVRON CORPORATION | COM | $867K | 0.6% | 4,189 SH | New |
| CISCO SYS INC | COM | $678K | 0.5%Prev: 0.4% | 8,733 SH | Increased+1,627 SH |
| CITIGROUP INC | COM NEW | $444K | 0.3% | 3,911 SH | New |
| COCA COLA CO | COM | $760K | 0.6%Prev: 0.5% | 9,991 SH | Increased+2,766 SH |
| CONOCOPHILLIPS | COM | $358K | 0.3% | 2,713 SH | New |
| CORTEVA INC | COM | $341K | 0.3% | 4,070 SH | New |
| COSTCO WHOLESALE CORPORATION | COM | $935K | 0.7% | 939 SH | New |
| DEERE & CO | COM | $293K | 0.2%Prev: 0.2% | 520 SH | Increased+43 SH |
| DUKE ENERGY CORP NEW | COM NEW | $219K | 0.2% | 1,675 SH | New |
| ELI LILLY & CO | COM | $840K | 0.6%Prev: 1.1% | 914 SH | Decreased-513 SH |
| ETF SER SOLUTIONS | CLEARSHS ULTRA | $5.7M | 4.2%Prev: 1.2% | 56,818 SH | Increased+44,766 SH |
| EXXON MOBIL CORP | COM | $1.6M | 1.2%Prev: 0.4% | 9,303 SH | Increased+5,987 SH |
| GE AEROSPACE | COM NEW | $375K | 0.3%Prev: 0.4% | 1,321 SH | Decreased-797 SH |
| GENERAL DYNAMICS CORP | COM | $208K | 0.2% | 607 SH | New |
| GILEAD SCIENCES INC | COM | $436K | 0.3%Prev: 0.2% | 3,131 SH | Increased+986 SH |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $7.4M | 5.5% | 74,051 SH | New |
| GOLDMAN SACHS GROUP INC | COM | $278K | 0.2% | 328 SH | New |
| HONEYWELL INTL INC | COM | $308K | 0.2% | 1,364 SH | New |
| INTEL CORP | COM | $466K | 0.3% | 10,550 SH | New |
| INVESCO EXCH TRADED FD TR II | SHORT TERM TREAS | $7.4M | 5.5% | 69,961 SH | New |
| ISHARES INC | CORE MSCI EMKT | $1.9M | 1.4% | 27,282 SH | New |
| ISHARES TR | 3 7 YR TREAS BD | $8.9M | 6.6%Prev: 3.1% | 74,906 SH | Increased+47,870 SH |
| ISHARES TR | CORE S&P500 ETF | $790K | 0.6%Prev: 1.0% | 1,209 SH | Decreased-654 SH |
| ISHARES TR | CRE U S REIT ETF | $1.8M | 1.3%Prev: 3.4% | 29,579 SH | Decreased-30,512 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $5.7M | 4.2% | 51,572 SH | New |
| JOHNSON & JOHNSON | COM | $1.4M | 1.0%Prev: 0.7% | 5,567 SH | Increased+1,479 SH |
| JPMORGAN CHASE & CO | COM | $886K | 0.7% | 3,012 SH | New |
| LEIDOS HOLDINGS INC | COM | $252K | 0.2%Prev: 0.2% | 1,620 SH | Increased-67 SH |
| LINDE PLC | SHS | $511K | 0.4%Prev: 0.4% | 1,030 SH | Increased+244 SH |
| LISTED FDS TR | SWAN HEDGED EQTY | $7.3M | 5.4% | 294,970 SH | New |
| LOCKHEED MARTIN CORP | COM | $327K | 0.2% | 541 SH | New |
| MCDONALDS CORP | COM | $225K | 0.2%Prev: 0.4% | 723 SH | Decreased-596 SH |
| MERCK & CO INC | COM | $666K | 0.5% | 5,533 SH | New |
| MORGAN STANLEY | COM NEW | $225K | 0.2% | 1,369 SH | New |
| NEXTERA ENERGY INC | COM | $443K | 0.3% | 4,768 SH | New |
| NVIDIA CORPORATION | COM | $5.1M | 3.7%Prev: 2.8% | 29,020 SH | Increased+2,401 SH |
| PEPSICO INC | COM | $259K | 0.2% | 1,666 SH | New |
| PFIZER INC | COM | $360K | 0.3% | 12,804 SH | New |
| PHILIP MORRIS INTL INC | COM | $340K | 0.3%Prev: 0.4% | 2,059 SH | Decreased-860 SH |
| QNITY ELECTRONICS INC | COMMON STOCK | $235K | 0.2% | 2,035 SH | New |
| RTX CORPORATION | COM | $578K | 0.4%Prev: 0.3% | 2,997 SH | Increased+679 SH |
| SELECT SECTOR SPDR TR | STATE STREET IND | $268K | 0.2% | 1,657 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $571K | 0.4% | 4,299 SH | New |
| SOUTHERN CO | COM | $221K | 0.2% | 2,285 SH | New |
| SPDR INDEX SHS FDS | STATE STREET SPD | $5.7M | 4.2% | 123,686 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $24.8M | 18.3% | 289,426 SH | New |
| STARBUCKS CORP | COM | $217K | 0.2% | 2,427 SH | New |
| TESLA INC | COM | $1.2M | 0.9%Prev: 0.8% | 3,124 SH | Increased-79 SH |
| TEXAS INSTRS INC | COM | $229K | 0.2% | 1,179 SH | New |
| TIDAL TRUST II | BLUEPRINT CHESAP | $5.2M | 3.8% | 185,637 SH | New |
| TIDAL TRUST II | CHESAPEAKE TREND | $6.4M | 4.7% | 327,583 SH | New |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $7.3M | 5.4%Prev: 1.5% | 146,754 SH | Increased+114,984 SH |
| VERIZON COMMUNICATIONS INC | COM | $447K | 0.3%Prev: 0.3% | 8,906 SH | Increased+2,565 SH |
| WALMART INC | COM | $1.3M | 1.0%Prev: 0.5% | 10,800 SH | Increased+5,354 SH |
| WISDOMTREE TR | FLOATNG RAT TREA | $550K | 0.4%Prev: 1.1% | 10,924 SH | Decreased-11,627 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 |