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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 | $20.3M | 7.8%Prev: 8.6% | 210,237 SH | Increased-83,307 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $22.5M | 8.7%Prev: 7.1% | 246,306 SH | Increased+3,544 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $19.9M | 7.7%Prev: 7.3% | 159,324 SH | Increased-27,726 SH |
| DOUBLELINE ETF TRUST | SECUR CR ETF | $17.6M | 6.8% | 707,494 SH | New |
| INTERNATIONAL BUSINESS MACHS | COM | $411K | 0.2%Prev: 0.2% | 1,462 SH | Decreased-100 SH |
| ISHARES TR | 20 YR TR BD ETF | $18.0M | 7.0% | 208,859 SH | New |
| JPMORGAN CHASE & CO | COM | $1.1M | 0.4% | 3,498 SH | New |
| MICROSOFT CORP | COM | $210K | 0.1%Prev: 0.2% | 563 SH | Decreased-552 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $1.9M | 0.7%Prev: 1.3% | 18,976 SH | Decreased-11,121 SH |
| PIMCO ETF TR | US STK PLUS AC | $6.3M | 2.4% | 116,032 SH | New |
| SCHWAB STRATEGIC TR | HIGH YIEL BD ETF | $300K | 0.1% | 11,445 SH | New |
| SPDR GOLD TR | GOLD SHS | $322K | 0.1%Prev: 0.1% | 875 SH | Increased |
| STRATEGY SHS | NEWFOUND RESLV | $16.1M | 6.2%Prev: 6.0% | 475,502 SH | Increased+34,311 SH |
| TIDAL TRUST II | RET STCKD GL STK | $52.5M | 20.2% | 1,705,976 SH | New |
| TIDAL TRUST II | RETU S YIEL ETF | $2.8M | 1.1% | 109,594 SH | New |
| TIDAL TRUST II | RETURN STACKED | $11.9M | 4.6% | 578,477 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $38.0M | 14.6%Prev: 19.4% | 241,990 SH | Decreased-110,328 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $505K | 0.2%Prev: 0.2% | 1,690 SH | Increased |
| WISDOMTREE TR | EFFI U.S. PLU FD | $2.7M | 1.1% | 59,221 SH | New |
| WISDOMTREE TR | INTERNATIONL EFI | $14.3M | 5.5%Prev: 12.8% | 307,311 SH | Decreased-420,761 SH |
| WISDOMTREE TR | US EFFIC CORE FD | $11.4M | 4.4% | 192,789 SH | New |
| ZIONS BANCORPORATION NATL AS | COM | $307K | 0.1% | 4,439 SH | New |
| 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 |