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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 | $19.3M | 8.3%Prev: 8.2% | 250,803 SH | Decreased-19,912 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $13.1M | 5.6%Prev: 5.5% | 172,379 SH | Decreased-17,125 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $20.4M | 8.8%Prev: 8.5% | 199,985 SH | Decreased-12,696 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $463K | 0.2%Prev: 0.2% | 1,562 SH | Increased |
| ISHARES TR | 20 YR TR BD ETF | $14.0M | 6.0%Prev: 5.8% | 160,471 SH | Decreased-121 SH |
| JPMORGAN CHASE & CO. | COM | $1.1M | 0.5%Prev: 0.4% | 3,498 SH | Increased |
| MICROSOFT CORP | COM | $272K | 0.1%Prev: 0.2% | 563 SH | Decreased-552 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $3.5M | 1.5%Prev: 1.4% | 35,317 SH | Increased+2,074 SH |
| SCHWAB STRATEGIC TR | HIGH YIELD BD ET | $296K | 0.1%Prev: 0.1% | 11,215 SH | Decreased |
| SPDR GOLD TR | GOLD SHS | $347K | 0.1%Prev: 0.1% | 875 SH | Increased |
| STRATEGY SHS | NEWFOUND RESLV | $13.4M | 5.8%Prev: 6.1% | 423,269 SH | Decreased-22,465 SH |
| TIDAL TRUST II | RET STCKD GL STK | $42.9M | 18.4%Prev: 18.3% | 1,524,235 SH | Decreased-83,847 SH |
| TIDAL TRUST II | RETURN STACKED U | $2.0M | 0.9%Prev: 0.8% | 104,184 SH | Decreased+427 SH |
| TIDAL TRUST II | RETURN STCKD US | $5.6M | 2.4%Prev: 2.2% | 197,248 SH | Increased-10,060 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $40.4M | 17.4%Prev: 17.8% | 286,077 SH | Decreased-33,331 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $486K | 0.2%Prev: 0.2% | 1,690 SH | Increased |
| WISDOMTREE TR | INTERNATIONL EFI | $29.2M | 12.6%Prev: 12.1% | 662,297 SH | Decreased-39,795 SH |
| WISDOMTREE TR | US EFFICIENT COR | $25.4M | 10.9%Prev: 10.8% | 463,805 SH | Decreased-33,228 SH |
| ZIONS BANCORPORATION N A | COM | $260K | 0.1%Prev: 0.1% | 4,439 SH | Increased |
| 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 |