Disclosed positions
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $64,162,822 | 86,012 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $17,693,152 | 107,979 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $17,595,035 | 47,687 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $15,459,672 | 179,700 | SH | None |
| COINBASE GLOBAL INC | COIN | COM CL A | $7,930,232 | 50,300 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $7,409,948 | 222,000 | SH | None |
| APPLE INC | AAPL | COM | $5,915,504 | 19,221 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $3,821,552 | 29,426 | SH | None |
| TESLA INC | TSLA | COM | $3,336,490 | 8,000 | SH | None |
| PIMCO ETF TR | LTPZ | 15+ YR US TIPS | $3,330,174 | 66,474 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,210,146 | 9,700 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $3,040,505 | 105,153 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $3,016,415 | 31,690 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $2,811,603 | 27,935 | SH | None |
| ISHARES BITCOIN TRUST ETF | IBIT | SHS BEN INT | $2,636,568 | 79,200 | SH | Put |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $2,292,449 | 27,418 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $1,685,222 | 15,400 | SH | Put |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,574,851 | 3,137 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,332,262 | 1,940 | SH | None |
| DIREXION SHARES ETF TRUST | TMV | DAILY 20 YR TREA | $1,185,920 | 32,000 | SH | Put |
| ISHARES TR | TLT | 20 YR TR BD ETF | $1,166,670 | 13,500 | SH | Put |
| TESLA INC | TSLA | COM | $1,051,500 | 2,500 | SH | Put |
| ISHARES TR | IVV | CORE S&P500 ETF | $974,691 | 1,302 | SH | None |
| WELLS FARGO & CO | WFC | PERP PFD CNV A | $618,605 | 532 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $552,570 | 1,500 | SH | None |
| SCHWAB CHARLES CORP | SCHW | COM | $544,936 | 5,800 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $420,630 | 1,400 | SH | None |
| BANK OF AMER CORP | BAC | 7.25%CNV PFD L | $316,564 | 254 | SH | None |
| STATE STR SPDR DOW JONES IND | DIA | UT SER 1 | $309,765 | 590 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $309,746 | 3,200 | SH | None |
| CISCO SYS INC | CSCO | COM | $250,960 | 2,231 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $232,047 | 650 | SH | None |
| VANGUARD WORLD FD | VIS | INDUSTRIAL ETF | $228,884 | 646 | SH | None |
| NRX PHARMACEUTICALS INC | NRXP | COM NEW | $57,750 | 15,000 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 5 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.