CIK: 0001843745
Total reported value
$452.4M
Showing top 200 holdings (of 879 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LNT | Alliant Energy CORP | Stock-Utilities | 0.06% | — | +2.62% | |
| 2 | HON | Honeywell International INC | Stock-Industrials | 0.06% | — | -0.10% | |
| 3 | C | Citigroup INC | Stock-Financials | 0.06% | — | +18.61% | |
| 4 | MDT | Medtronic plc | Stock-Healthcare | 0.05% | — | -2.95% | |
| 5 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.05% | — | +15.72% | |
| 6 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.05% | — | +20.45% | |
| 7 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.05% | — | +2.91% | |
| 8 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.05% | — | -3.14% | |
| 9 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.05% | — | -33.50% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 0.05% | — | -13.74% | |
| 11 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-Other | 0.05% | — | — | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.05% | — | -17.02% | |
| 13 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.05% | — | +15.59% | |
| 14 | AFL | Aflac INC | Stock-Financials | 0.05% | — | — | |
| 15 | WEC | Wec Energy Group INC | Stock-Utilities | 0.05% | — | +2.05% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 0.05% | — | +3.08% | |
| 17 | GLW | Corning INC | Stock-Tech | 0.05% | +0.05% | +2.76% | |
| 18 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.05% | — | — | |
| 19 | FSLR | First Solar INC | Stock-Tech | 0.05% | — | +13.42% | |
| 20 | GM | General Motors Co | Stock-Consumer Disc | 0.05% | — | -7.35% | |
| 21 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.05% | — | — | |
| 22 | PICB | Invesco International Corpor | ETF-Other | 0.05% | — | — | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.05% | — | — | |
| 24 | ECL | Ecolab INC | Stock-Materials | 0.05% | — | +16.21% | |
| 25 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.05% | — | +2.86% | |
| 26 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 0.05% | — | +206.00% | |
| 27 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 0.05% | — | — | |
| 28 | ZTS | Zoetis INC | Stock-Healthcare | 0.05% | — | -0.17% | |
| 29 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.05% | — | — | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.05% | — | +23.22% | |
| 31 | NOW | Servicenow INC | Stock-Tech | 0.05% | — | -2.19% | |
| 32 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.05% | — | +6.47% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.04% | — | -6.51% | |
| 34 | AON | Aon plc | Stock-Financials | 0.04% | — | — | |
| 35 | MID | American Century Mid Cap Gro | ETF-Other | 0.04% | — | — | |
| 36 | PAYX | Paychex INC | Stock-Tech | 0.04% | — | +12.56% | |
| 37 | DUK | Duke Energy CORP | Stock-Utilities | 0.04% | — | +70.23% | |
| 38 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.04% | — | -6.62% | |
| 39 | SYY | Sysco CORP | Stock-Consumer Staples | 0.04% | — | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.04% | — | — | |
| 41 | SPGI | S&p Global INC | Stock-Financials | 0.04% | — | +38.26% | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | — | — | |
| 43 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.04% | — | -20.77% | |
| 44 | RBA | Rb Global INC | Stock-Industrials | 0.04% | — | -0.90% | |
| 45 | HPQ | Hp INC | Stock-Tech | 0.04% | — | -5.42% | |
| 46 | PSX | Phillips 66 | Stock-Energy | 0.04% | — | — | |
| 47 | ADI | Analog Devices INC | Stock-Tech | 0.04% | — | +8.77% | |
| 48 | CLX | Clorox Company | Stock-Consumer Staples | 0.04% | — | — | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.04% | — | — | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.04% | — | +7.92% |