13Fprocessed

Form 13F — Institutional Holdings

EDGAR Filing Documents for 0001759578-25-000015

Summary

13F filing with 193 holdings

Filing Date

January 1, 2025

Accepted

Accession No.

0001759578-25-000015

CIK

0001759578

Holdings Reported

FilerCompanySharesValueQuarterPut/Call
EDGAR Filing Documents for 0001759578-25-000015ABBVIE INC1,032$238,9212025-Q1
EDGAR Filing Documents for 0001759578-25-000015ACCENTURE PLC IRELAND1,736$428,0982025-Q1
EDGAR Filing Documents for 0001759578-25-000015ADOBE INC1,432$505,1382025-Q1
EDGAR Filing Documents for 0001759578-25-000015AIR PRODUCTS & CHEMICALS INC1,228$334,9002025-Q1
EDGAR Filing Documents for 0001759578-25-000015ALLIANCEBERNSTEIN HLDG L P5,491$209,8662025-Q1
EDGAR Filing Documents for 0001759578-25-000015ALLIANT ENERGY CORP3,163$213,2182025-Q1
EDGAR Filing Documents for 0001759578-25-000015ALPHABET INC6,685$1,625,1242025-Q1
EDGAR Filing Documents for 0001759578-25-000015ALTRIA GROUP INC3,048$201,3512025-Q1
EDGAR Filing Documents for 0001759578-25-000015AMAZON COM INC8,964$1,968,2252025-Q1
EDGAR Filing Documents for 0001759578-25-000015AMEREN CORP2,992$312,3052025-Q1
EDGAR Filing Documents for 0001759578-25-000015AMERICAN EXPRESS CO3,516$1,167,8752025-Q1
EDGAR Filing Documents for 0001759578-25-000015American Tower Corp1,625$312,5202025-Q1
EDGAR Filing Documents for 0001759578-25-000015AMGEN INC1,402$395,6442025-Q1
EDGAR Filing Documents for 0001759578-25-000015APPLE INC19,186$4,885,2852025-Q1
EDGAR Filing Documents for 0001759578-25-000015APPLIED DIGITAL CORP21,691$497,5922025-Q1
EDGAR Filing Documents for 0001759578-25-000015ASTRAZENECA PLC8,523$653,8852025-Q1
EDGAR Filing Documents for 0001759578-25-000015AT&T INC19,875$561,2702025-Q1
EDGAR Filing Documents for 0001759578-25-000015AUTONATION INC2,119$463,5742025-Q1
EDGAR Filing Documents for 0001759578-25-000015BALL CORP6,257$315,4702025-Q1
EDGAR Filing Documents for 0001759578-25-000015BANK AMERICA CORP8,673$447,4402025-Q1
EDGAR Filing Documents for 0001759578-25-000015WR Berkley Corp3,427$262,5772025-Q1
EDGAR Filing Documents for 0001759578-25-000015BERKSHIRE HATHAWAY INC DEL1,250$628,4252025-Q1
EDGAR Filing Documents for 0001759578-25-000015BITWISE BITCOIN ETF TRUST155,354$9,666,1262025-Q1
EDGAR Filing Documents for 0001759578-25-000015BlackRock Inc821$956,8072025-Q1
EDGAR Filing Documents for 0001759578-25-000015Blackstone Mortgage Trust15,291$281,5072025-Q1
EDGAR Filing Documents for 0001759578-25-000015BOSTON SCIENTIFIC CORP5,737$560,1032025-Q1
EDGAR Filing Documents for 0001759578-25-000015BROADCOM INC10,015$3,304,0122025-Q1
EDGAR Filing Documents for 0001759578-25-000015CAPITAL GRP FIXED INCM ETF T217,292$6,029,8532025-Q1
EDGAR Filing Documents for 0001759578-25-000015CHART INDS INC2,289$458,1432025-Q1
EDGAR Filing Documents for 0001759578-25-000015CHEVRON CORP NEW4,127$640,8822025-Q1
EDGAR Filing Documents for 0001759578-25-000015CISCO SYSTEMS INC4,762$325,8192025-Q1
EDGAR Filing Documents for 0001759578-25-000015CITIZENS FINANCIAL GROUP6,039$321,0332025-Q1
EDGAR Filing Documents for 0001759578-25-000015Coca Cola Company3,901$258,7142025-Q1
EDGAR Filing Documents for 0001759578-25-000015COMCAST CORP NEW17,701$556,1752025-Q1
EDGAR Filing Documents for 0001759578-25-000015CONSTELLATION ENERGY CORP3,715$1,222,4952025-Q1
EDGAR Filing Documents for 0001759578-25-000015CROWDSTRIKE HLDGS INC2,301$1,128,3642025-Q1
EDGAR Filing Documents for 0001759578-25-000015CUMMINS INC1,158$489,3072025-Q1
EDGAR Filing Documents for 0001759578-25-000015CYBERARK SOFTWARE LTD1,152$556,5892025-Q1
EDGAR Filing Documents for 0001759578-25-000015XTRACKERS RUSSELL US MULTIFACTOR ETF98,555$5,725,0502025-Q1
EDGAR Filing Documents for 0001759578-25-000015DBX ETF TR41,235$1,420,9582025-Q1
EDGAR Filing Documents for 0001759578-25-000015DBX ETF TR77,963$1,923,3472025-Q1
EDGAR Filing Documents for 0001759578-25-000015EAST WEST BANCORP INC8,317$885,3452025-Q1
EDGAR Filing Documents for 0001759578-25-000015Eaton Corp PLC1,480$553,8902025-Q1
EDGAR Filing Documents for 0001759578-25-000015EBAY INC.5,631$512,1392025-Q1
EDGAR Filing Documents for 0001759578-25-000015ELI LILLY & CO785$598,9552025-Q1
EDGAR Filing Documents for 0001759578-25-000015Emerson Electric Co3,060$401,4382025-Q1
EDGAR Filing Documents for 0001759578-25-000015ENERGY TRANSFER LP16,948$290,8282025-Q1
EDGAR Filing Documents for 0001759578-25-000015Enterprise Products Partners LP30,011$938,4442025-Q1
EDGAR Filing Documents for 0001759578-25-000015EOG RES INC5,020$562,8422025-Q1
EDGAR Filing Documents for 0001759578-25-000015ETF SER SOLUTIONS379,280$21,983,0452025-Q1
EDGAR Filing Documents for 0001759578-25-000015ETF SER SOLUTIONS6,608$292,4702025-Q1
EDGAR Filing Documents for 0001759578-25-000015ETF SER SOLUTIONS431,808$13,092,2742025-Q1
EDGAR Filing Documents for 0001759578-25-000015ETF SER SOLUTIONS33,523$1,202,7782025-Q1
EDGAR Filing Documents for 0001759578-25-000015EXPAND ENERGY CORPORATION2,604$276,6492025-Q1
EDGAR Filing Documents for 0001759578-25-000015Exxon Mobil Corporation2,534$285,7572025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIDELITY COVINGTON TRUST10,093$674,8912025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIDELITY COVINGTON TRUST125,591$8,913,2182025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIDELITY COVINGTON TRUST33,925$7,537,0952025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIDELITY COVINGTON TRUST4,216$433,6972025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIDELITY COVINGTON TRUST4,175$342,0772025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIDELITY MERRIMACK STR TR131,549$6,082,8262025-Q1
EDGAR Filing Documents for 0001759578-25-000015First Trust Municipal High Income ETF79,447$3,774,5032025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TRUST MANAGED MUNICIPAL ETF18,385$932,1492025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCH TRD ALPHDX FD184,439$10,498,3872025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE TRADED FD365,294$24,569,6592025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE TRADED FD193,220$3,149,4912025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE TRADED FD27,294$1,620,9762025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE TRADED FD34,306$2,677,9502025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE TRADED FD12,355$187,7282025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE TRADED FD126,399$12,461,6772025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE TRADED FD102,163$9,877,1192025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE-TRADED ALP2,623$421,4122025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE-TRADED FD34,310$4,841,4842025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE-TRADED FD72,836$2,788,8902025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE-TRADED FD17,560$762,2802025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE-TRADED FD160,540$7,423,3552025-Q1
EDGAR Filing Documents for 0001759578-25-000015FIRST TR EXCHANGE-TRADED FD396,210$15,063,7062025-Q1
EDGAR Filing Documents for 0001759578-25-000015FISERV INC5,441$701,5082025-Q1
EDGAR Filing Documents for 0001759578-25-000015FREEPORT-MCMORAN INC14,072$551,9042025-Q1
EDGAR Filing Documents for 0001759578-25-000015GENTEX CORP10,837$306,6872025-Q1
EDGAR Filing Documents for 0001759578-25-000015Goldman Sachs Group Inc1,512$1,204,0812025-Q1
EDGAR Filing Documents for 0001759578-25-000015Grayscale Bitcoin Trust2,331$209,2542025-Q1
EDGAR Filing Documents for 0001759578-25-000015GROUP 1 AUTOMOTIVE INC1,486$650,1502025-Q1
EDGAR Filing Documents for 0001759578-25-000015HERSHEY CO1,169$218,6612025-Q1
EDGAR Filing Documents for 0001759578-25-000015Honeywell International2,299$483,9952025-Q1
EDGAR Filing Documents for 0001759578-25-000015HSBC HLDGS PLC7,356$522,1292025-Q1
EDGAR Filing Documents for 0001759578-25-000015INVESCO EXCH TRADED FD TR II8,576$211,8272025-Q1
EDGAR Filing Documents for 0001759578-25-000015INVESCO SHORT TERM TREASURY ETF6,654$702,9652025-Q1
EDGAR Filing Documents for 0001759578-25-000015INVESCO QQQ TR2,254$1,353,4712025-Q1
EDGAR Filing Documents for 0001759578-25-000015iShares Gold Trust5,640$410,4232025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES MSCI GERMANY ETF5,891$245,1252025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES SILVER TR8,612$364,8902025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR20,364$2,168,5622025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR1,965$286,2022025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR2,525$270,8322025-Q1
EDGAR Filing Documents for 0001759578-25-000015iShares Trust ISHS 5-10 Year Investment4,625$250,1662025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR1,466$243,5032025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR41,202$11,274,8772025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR438,502$17,369,0642025-Q1
EDGAR Filing Documents for 0001759578-25-000015iShares Russell Mid-Cap ETF17,433$1,683,1562025-Q1
EDGAR Filing Documents for 0001759578-25-000015iShares Core S&P Mid-Cap ETF49,774$3,248,2212025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR1,009$208,3692025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR417$279,0982025-Q1
EDGAR Filing Documents for 0001759578-25-000015iShares Russell 1000 Value ETF1,386$282,1762025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES RUSSELL 1000 GROWTH2,786$1,304,9902025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR875$211,7152025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR2,791$269,2202025-Q1
EDGAR Filing Documents for 0001759578-25-000015iShares Select Dividend1,607$228,3552025-Q1
EDGAR Filing Documents for 0001759578-25-000015iShares MSCI Emerging Markets ETF6,072$324,2452025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR118,195$8,046,7422025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR100,926$7,238,4132025-Q1
EDGAR Filing Documents for 0001759578-25-000015ISHARES TR120,066$5,305,7262025-Q1
EDGAR Filing Documents for 0001759578-25-000015J P MORGAN EXCHANGE TRADED F165,052$8,373,0882025-Q1
EDGAR Filing Documents for 0001759578-25-000015JPMORGAN MUNICIPAL ETF45,370$2,289,8242025-Q1
EDGAR Filing Documents for 0001759578-25-000015J P MORGAN EXCHANGE TRADED F8,842$504,8782025-Q1
EDGAR Filing Documents for 0001759578-25-000015JPMorgan Active Value ETF38,000$2,620,4802025-Q1
EDGAR Filing Documents for 0001759578-25-000015J P MORGAN EXCHANGE TRADED F339,285$31,807,9692025-Q1
EDGAR Filing Documents for 0001759578-25-000015JANUS DETROIT STR TR209,064$10,927,7752025-Q1
EDGAR Filing Documents for 0001759578-25-000015JANUS DETROIT STR TR96,820$4,916,5202025-Q1
EDGAR Filing Documents for 0001759578-25-000015JPMORGAN CHASE & CO.5,970$1,883,0352025-Q1
EDGAR Filing Documents for 0001759578-25-000015KINDER MORGAN INC10,259$290,4322025-Q1
EDGAR Filing Documents for 0001759578-25-000015KKR & CO INC2,314$300,7042025-Q1
EDGAR Filing Documents for 0001759578-25-000015KLA CORP953$1,027,9062025-Q1
EDGAR Filing Documents for 0001759578-25-000015KRAFT HEINZ CO16,146$420,4422025-Q1
EDGAR Filing Documents for 0001759578-25-000015LITHIA MTRS INC842$266,0722025-Q1
EDGAR Filing Documents for 0001759578-25-000015LLOYDS BANKING GROUP PLC27,236$123,6512025-Q1
EDGAR Filing Documents for 0001759578-25-000015MARVELL TECHNOLOGY INC7,406$622,6362025-Q1
EDGAR Filing Documents for 0001759578-25-000015McDonald's Corporation1,751$532,1762025-Q1
EDGAR Filing Documents for 0001759578-25-000015MEDTRONIC PLC7,516$715,8242025-Q1
EDGAR Filing Documents for 0001759578-25-000015Merck & Co Inc9,442$792,4562025-Q1
EDGAR Filing Documents for 0001759578-25-000015META PLATFORMS INC1,205$884,9442025-Q1
EDGAR Filing Documents for 0001759578-25-000015METLIFE INC4,582$377,3822025-Q1
EDGAR Filing Documents for 0001759578-25-000015MICROSOFT CORP5,244$2,716,0622025-Q1
EDGAR Filing Documents for 0001759578-25-000015NETFLIX INC1,903$2,281,5452025-Q1
EDGAR Filing Documents for 0001759578-25-000015NEWMONT CORP10,141$854,9882025-Q1
EDGAR Filing Documents for 0001759578-25-000015NextEra Energy Inc7,779$587,2562025-Q1
EDGAR Filing Documents for 0001759578-25-000015Nisource Inc19,187$830,7972025-Q1
EDGAR Filing Documents for 0001759578-25-000015NVIDIA CORPORATION11,384$2,124,0482025-Q1
EDGAR Filing Documents for 0001759578-25-000015NXP SEMICONDUCTORS N V1,797$409,2312025-Q1
EDGAR Filing Documents for 0001759578-25-000015PALANTIR TECHNOLOGIES INC4,772$870,5082025-Q1
EDGAR Filing Documents for 0001759578-25-000015Pepsico Incorporated2,915$409,4062025-Q1
EDGAR Filing Documents for 0001759578-25-000015PIMCO ACCESS INCOME FUND39,750$646,7332025-Q1
EDGAR Filing Documents for 0001759578-25-000015PIMCO DYNAMIC INCOME OPRNTS12,500$176,5002025-Q1
EDGAR Filing Documents for 0001759578-25-000015PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF88,450$4,472,9132025-Q1
EDGAR Filing Documents for 0001759578-25-000015PITNEY BOWES INC21,137$241,1732025-Q1
EDGAR Filing Documents for 0001759578-25-000015PNC Financial Service Corp3,502$703,6572025-Q1
EDGAR Filing Documents for 0001759578-25-000015PROLOGIS INC.9,042$1,035,4772025-Q1
EDGAR Filing Documents for 0001759578-25-000015PURE STORAGE INC7,102$595,2192025-Q1
EDGAR Filing Documents for 0001759578-25-000015PURPLE INNOVATION INC254,613$237,8592025-Q1
EDGAR Filing Documents for 0001759578-25-000015QUALCOMM INC2,844$473,1282025-Q1
EDGAR Filing Documents for 0001759578-25-000015RITHM CAPITAL CORP14,221$161,9772025-Q1
EDGAR Filing Documents for 0001759578-25-000015SALESFORCE INC2,834$671,6582025-Q1
EDGAR Filing Documents for 0001759578-25-000015Schlumberger NV13,464$462,7582025-Q1
EDGAR Filing Documents for 0001759578-25-000015Charles Schwab Corp9,302$888,0452025-Q1
EDGAR Filing Documents for 0001759578-25-000015SCHWAB STRATEGIC TR16,469$1,657,1112025-Q1
EDGAR Filing Documents for 0001759578-25-000015SPDR Energy Select Sector ETF57,678$5,152,9632025-Q1
EDGAR Filing Documents for 0001759578-25-000015SELECT SECTOR SPDR TR40,272$2,169,4532025-Q1
EDGAR Filing Documents for 0001759578-25-000015SELECT SECTOR SPDR TR8,606$1,197,6842025-Q1
EDGAR Filing Documents for 0001759578-25-000015SPDR DOW JONES INDL AVERAGE ET5,844$2,710,0972025-Q1
EDGAR Filing Documents for 0001759578-25-000015SPDR GOLD TR4,356$1,548,4272025-Q1
EDGAR Filing Documents for 0001759578-25-000015SPDR S&P 500 ETF TR6,964$4,639,3642025-Q1
EDGAR Filing Documents for 0001759578-25-000015Spdr Series Trust Portfolio S&p 1500 Composite Stock Market Etf6,186$498,8852025-Q1
EDGAR Filing Documents for 0001759578-25-000015SPDR SERIES TRUST7,368$243,6602025-Q1
EDGAR Filing Documents for 0001759578-25-000015SPDR Barclays ST HY Bond8,539$218,5982025-Q1
EDGAR Filing Documents for 0001759578-25-000015SPDR SERIES TRUST13,723$1,552,8802025-Q1
EDGAR Filing Documents for 0001759578-25-000015STARWOOD PPTY TR INC10,962$212,3342025-Q1
EDGAR Filing Documents for 0001759578-25-000015Sunoco LP4,711$235,5972025-Q1
EDGAR Filing Documents for 0001759578-25-000015T-MOBILE US INC3,393$812,2162025-Q1
EDGAR Filing Documents for 0001759578-25-000015Taiwan Semiconductor Manufacturing Co Ltd ADR5,195$1,450,8142025-Q1
EDGAR Filing Documents for 0001759578-25-000015TELEDYNE TECHNOLOGIES INC862$505,1662025-Q1
EDGAR Filing Documents for 0001759578-25-000015TESLA INC4,813$2,140,4372025-Q1
EDGAR Filing Documents for 0001759578-25-000015TIDAL TRUST500,765$13,493,4132025-Q1
EDGAR Filing Documents for 0001759578-25-000015TJX Companies Inc2,184$315,6752025-Q1
EDGAR Filing Documents for 0001759578-25-000015TRACTOR SUPPLY CO3,527$200,5802025-Q1
EDGAR Filing Documents for 0001759578-25-000015VANGUARD ADMIRAL FDS INC578$251,6962025-Q1
EDGAR Filing Documents for 0001759578-25-000015VANGUARD INDEX FDS12,181$7,459,4112025-Q1
EDGAR Filing Documents for 0001759578-25-000015VANGUARD INDEX FDS988$206,2052025-Q1
EDGAR Filing Documents for 0001759578-25-000015Vanguard Small-Cap970$246,6522025-Q1
EDGAR Filing Documents for 0001759578-25-000015VANGUARD INDEX FDS419$200,9572025-Q1
EDGAR Filing Documents for 0001759578-25-000015VANGUARD INDEX FDS773$253,5832025-Q1
EDGAR Filing Documents for 0001759578-25-000015Vanguard Russell 1000 Growth53,345$6,428,0732025-Q1
EDGAR Filing Documents for 0001759578-25-000015VANGUARD INTERMEDIATE-TERM TREASURY ETF8,181$491,1052025-Q1
EDGAR Filing Documents for 0001759578-25-000015VANGUARD STAR FDS4,838$355,3992025-Q1
EDGAR Filing Documents for 0001759578-25-000015Vanguard Info Tech ETF535$399,4472025-Q1
EDGAR Filing Documents for 0001759578-25-000015Vanguard Mega Cap 300 Value Index ETF110,812$15,263,2452025-Q1
EDGAR Filing Documents for 0001759578-25-000015VERIZON COMMUNICATIONS INC12,379$544,0572025-Q1
EDGAR Filing Documents for 0001759578-25-000015VISA INC2,290$781,6112025-Q1
EDGAR Filing Documents for 0001759578-25-000015WALMART INC14,344$1,478,3332025-Q1