CIK: 0001759485
Total reported value
$851.4M
Showing top 200 holdings (of 1207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.73% | — | — | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.56% | — | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.90% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 6.53% | — | — | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.45% | — | — | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 5.78% | — | — | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 4.35% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.69% | — | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | — | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.01% | — | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.79% | — | — | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.73% | — | — | |
| 13 | ABBV | Abbvie INC | Stock-Healthcare | 1.66% | — | — | |
| 14 | AAPL | Apple INC | Stock-Tech | 1.63% | — | — | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.43% | — | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.36% | — | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.35% | — | — | |
| 18 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.34% | — | — | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 1.27% | — | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.10% | — | — | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.06% | — | — | |
| 22 | WBA | Walgreens Boots Alliance INC | Stock-Other | 0.88% | — | — | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | — | — | |
| 24 | NTRS | Northern Trust CORP | Stock-Financials | 0.83% | — | — | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.68% | — | — | |
| 26 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.67% | — | — | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.66% | — | — | |
| 28 | PPG | Ppg Industries INC | Stock-Materials | 0.61% | — | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.57% | — | — | |
| 30 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.54% | — | — | |
| 31 | CME | Cme Group INC | Stock-Financials | 0.53% | — | — | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | — | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.42% | — | — | |
| 35 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.40% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | — | — | |
| 38 | VHT | Vanguard Health Care ETF | ETF-Other | 0.36% | — | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | — | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.35% | — | — | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.34% | — | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.32% | — | — | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.31% | — | — | |
| 44 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.30% | — | — | |
| 45 | KBALUSD | Kimball International-b | Stock-Other | 0.27% | — | — | |
| 46 | PFE | Pfizer INC | Stock-Healthcare | 0.27% | — | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | — | — | |
| 48 | NEE | Nextera Energy INC | Stock-Utilities | 0.26% | — | — | |
| 49 | T | At&t INC | Stock-Comm Services | 0.26% | — | — | |
| 50 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.24% | — | — |