CIK: 0001801507
Total reported value
$7.1B
Showing top 200 holdings (of 677 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.05% | — | -2.80% | |
| 2 | NEE | Nextera Energy INC | Stock-Utilities | 0.05% | — | +286.35% | |
| 3 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.05% | — | +154.99% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.05% | — | +5.78% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.05% | — | -11.11% | |
| 6 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.05% | — | +180.89% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 0.05% | — | — | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 0.05% | — | +35.75% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 0.05% | — | +49.31% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.05% | — | +5.38% | |
| 11 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 0.05% | — | -25.60% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.05% | — | +61.03% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 0.05% | — | +54.99% | |
| 14 | ✓ | Alpha Tau Medical LTD | Stock-Other | 0.05% | — | — | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.05% | — | +2.99% | |
| 16 | CALI | Ishrs Sh-trm Ca Muni Act ETF | ETF-Other | 0.05% | -0.04% | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.05% | — | +51.14% | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 0.05% | — | +38.13% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 0.04% | — | +1.63% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.04% | — | +25.39% | |
| 21 | LDOS | Leidos Holdings INC | Stock-Tech | 0.04% | — | +39.31% | |
| 22 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.04% | — | +1092.94% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.04% | — | +47.95% | |
| 24 | VRP | Invesco Variable Rate Prefer | ETF-Other | 0.04% | — | — | |
| 25 | TXN | Texas Instruments INC | Stock-Tech | 0.04% | — | +46.90% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.04% | — | +0.66% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | +41.61% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.04% | — | +38.37% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.04% | — | +163.95% | |
| 30 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.04% | — | +156.51% | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.04% | — | -6.31% | |
| 32 | SO | Southern Co/the | Stock-Utilities | 0.04% | — | +43.19% | |
| 33 | CSCO | Cisco Systems INC | Stock-Tech | 0.04% | — | +27.06% | |
| 34 | ZM | Zoom Communications INC | Stock-Tech | 0.04% | — | +14.11% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.04% | — | +11.76% | |
| 36 | GE | General Electric | Stock-Industrials | 0.04% | — | +56.29% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.04% | — | +41.70% | |
| 38 | EMR | Emerson Electric Co | Stock-Industrials | 0.04% | — | +23.18% | |
| 39 | T | At&t INC | Stock-Comm Services | 0.04% | — | +62.11% | |
| 40 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.03% | — | +37.07% | |
| 41 | TLTW | Ishares 20+ Bond Buywrite | ETF-Other | 0.03% | — | — | |
| 42 | NFLX | Netflix INC | Stock-Comm Services | 0.03% | — | +26.04% | |
| 43 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.03% | — | — | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.03% | — | +0.96% | |
| 45 | ARKK | Ark Innovation ETF | ETF-Other | 0.03% | — | +0.65% | |
| 46 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.03% | — | +10.77% | |
| 47 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.03% | — | +38.51% | |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.03% | — | — | |
| 49 | TFC | Truist Financial CORP | Stock-Financials | 0.03% | — | +286.16% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.03% | — | +109.28% |