CIK: 0001765285
Total reported value
$2.1B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FVD | First Trust Value Line Dvd | ETF-Other | 20.31% | — | — | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 15.01% | -0.11% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.86% | -0.13% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.98% | -0.42% | — | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 7.24% | — | — | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 7.06% | — | — | |
| 7 | AAPL | Apple INC | Stock-Tech | 6.43% | -0.31% | — | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 5.78% | — | — | |
| 9 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.63% | — | — | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 4.42% | — | — | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 3.31% | — | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.00% | — | — | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.96% | — | — |