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CIK 0001727642 • 7 13F filings • Apr 21, 2025 – Oct 14, 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 | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $17.6M | 8.2% | 293,247 SH | |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $16.0M | 7.4% | 244,937 SH | |
| AMERICAN CENTY ETF TR | US SML CP VALU | $16.0M | 7.4% | 183,432 SH | |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $322K | 0.1% | 604 SH | |
| BROADSTONE NET LEASE INC | COM | $270K | 0.1% | 15,864 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $423K | 0.2% | 1,700 SH | |
| JPMORGAN CHASE & CO. | COM | $858K | 0.4% | 3,498 SH | |
| MICROSOFT CORP | COM | $419K | 0.2% | 1,115 SH | |
| MICROSTRATEGY INC | CL A NEW | $216K | 0.1% | 750 SH | |
| PIMCO ETF TR | ENHAN SHRT MA AC | $4.2M | 2.0% | 42,029 SH | |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $293K | 0.1% | 11,215 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | BOND BULL ETF | $4.1M | 1.9% | 76,160 SH | |
| SPDR GOLD TR | GOLD SHS | $252K | 0.1% | 875 SH | |
| STELLAR BANCORP INC | COM | $761K | 0.4% | 27,501 SH | |
| STRATEGY SHS | NEWFOUND RESLV | $13.7M | 6.4% | 450,123 SH | |
| TIDAL TR II | RET STCKD GL STK | $38.6M | 18.0% | 1,648,630 SH | |
| TIDAL TR II | RETURN STCKD US | $2.8M | 1.3% | 128,841 SH | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $41.3M | 19.2% | 355,818 SH | |
| VANGUARD WORLD FD | HEALTH CAR ETF | $447K | 0.2% | 1,690 SH | |
| WALMART INC | COM | $421K | 0.2% | 4,800 SH | |
| WISDOMTREE TR | INTERNATIONL EFI | $28.4M | 13.2% | 747,918 SH | |
| WISDOMTREE TR | US EFFICIENT COR | $27.4M | 12.7% | 603,926 SH | |
| ZIONS BANCORPORATION N A | COM | $221K | 0.1% | 4,439 SH |
| 13F-HR |
| 0001754960-25-000684 |
| $247.6M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000670 | $259.4M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000450 | $233.8M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000286 | $260.4M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000226 | $215.0M | View |