CIK: 0001767580
Total reported value
$1.4B
Showing top 66 holdings (of 466 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.02% | — | -30.98% | |
| 2 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.02% | — | -3.58% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.02% | — | +7.28% | |
| 4 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.02% | — | — | |
| 5 | ✓ | Cyberark Software LTD | Stock-Other | 0.02% | — | -1.17% | |
| 6 | JPC | Nuveen Prefered & Income Opp | Stock-Other | 0.02% | — | +0.44% | |
| 7 | CI | THE Cigna Group | Stock-Healthcare | 0.02% | — | -1.87% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.02% | — | — | |
| 9 | ULS | Ul Solutions INC - Class A | Stock-Industrials | 0.02% | — | — | |
| 10 | LH | Labcorp Holdings INC | Stock-Healthcare | 0.02% | — | +5.39% | |
| 11 | LNG | Cheniere Energy INC | Stock-Energy | 0.02% | — | — | |
| 12 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.02% | — | -0.92% | |
| 13 | MELI | Mercadolibre INC | Stock-Consumer Disc | 0.02% | — | -7.41% | |
| 14 | FAST | Fastenal Co | Stock-Industrials | 0.02% | — | — | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.02% | — | +0.18% | |
| 16 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.02% | — | — | |
| 17 | COO | Cooper Cos Inc/the | Stock-Healthcare | 0.02% | — | -19.48% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | — | -5.75% | |
| 19 | PRMB | Primo Brands CORP | Stock-Consumer Staples | 0.02% | — | — | |
| 20 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.02% | — | +3.57% | |
| 21 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.02% | — | — | |
| 22 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.02% | — | — | |
| 23 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.02% | — | — | |
| 24 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.02% | — | — | |
| 25 | UNM | Unum Group | Stock-Financials | 0.02% | — | +1.10% | |
| 26 | PPL | Ppl CORP | Stock-Utilities | 0.02% | — | — | |
| 27 | OLLI | Ollie's Bargain Outlet Holdi | Stock-Consumer Staples | 0.02% | — | -21.73% | |
| 28 | FICO | Fair Isaac CORP | Stock-Tech | 0.02% | — | -6.33% | |
| 29 | BKDV | Bny Mellon Dynamic Value | ETF-Other | 0.02% | +0.44% | — | |
| 30 | DRI | Darden Restaurants INC | Stock-Consumer Disc | 0.02% | — | -23.49% | |
| 31 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.02% | — | -22.49% | |
| 32 | SE | Sea Ltd-adr | Stock-Comm Services | 0.02% | — | -4.14% | |
| 33 | COIN | Coinbase Global INC -class A | Stock-Financials | 0.02% | — | -1.52% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.02% | — | — | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.02% | — | -34.82% | |
| 36 | HWM | Howmet Aerospace INC | Stock-Industrials | 0.02% | — | +1.85% | |
| 37 | FITB | Fifth Third Bancorp | Stock-Financials | 0.02% | — | — | |
| 38 | MSCI | Msci INC | Stock-Financials | 0.02% | — | -3.80% | |
| 39 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 0.02% | — | -20.30% | |
| 40 | SGI | Somnigroup International INC | Stock-Consumer Disc | 0.02% | — | — | |
| 41 | BFH | Bread Financial Holdings INC | Stock-Financials | 0.02% | — | — | |
| 42 | ALNY | Alnylam Pharmaceuticals INC | Stock-Healthcare | 0.02% | — | — | |
| 43 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.02% | — | — | |
| 44 | SWK | Stanley Black & Decker INC | Stock-Industrials | 0.02% | — | — | |
| 45 | PLD | Prologis INC | Stock-Real Estate | 0.02% | — | — | |
| 46 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.02% | — | +12.88% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.02% | — | +1.30% | |
| 48 | CVS | Cvs Health CORP | Stock-Healthcare | 0.02% | — | -26.88% | |
| 49 | AMT | American Tower CORP | Stock-Real Estate | 0.02% | — | -14.51% | |
| 50 | IQV | Iqvia Holdings INC | Stock-Healthcare | 0.02% | — | — |