CIK: 0001651960
Total reported value
$278.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | Stock-Consumer Staples | 20.27% | +1.25% | — | |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 11.54% | — | — | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 9.62% | — | — | |
| 4 | EVER | EverQuote, Inc. | Stock-Other | 9.01% | — | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.18% | -0.37% | — | |
| 6 | DNUT | Krispy Kreme, Inc. | Stock-Other | 6.81% | — | — | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 4.85% | — | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.67% | -1.55% | — | |
| 9 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.25% | — | — | |
| 10 | ✓ | ETF Ser Solutions | Stock-Other | 1.37% | — | — | |
| 11 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-Large Cap & Growth | 1.35% | — | — | |
| 12 | BBTUSD | Bb&t CORP | Stock-Other | 0.96% | — | — | |
| 13 | ATMP | Ipath Select Mlp Etn | ETF-Other | 0.85% | — | — | |
| 14 | SFLY | Shutterfly LLC | Stock-Other | 0.84% | — | — | |
| 15 | AXP | American Express Co | Stock-Financials | 0.82% | — | — | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.79% | — | — | |
| 17 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.78% | — | — | |
| 18 | BSL | Blackstone Snr Fltng Rt | Stock-Other | 0.78% | — | — | |
| 19 | CUZ | Cousins Properties Incorporated | Stock-Real Estate | 0.71% | — | — | |
| 20 | TMLP | Tortoise MLP ETF | ETF-Other | 0.70% | — | — | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | — | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | +0.25% | — | |
| 23 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.67% | — | — | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.67% | — | — | |
| 25 | HD | Home Depot INC | Stock-Consumer Disc | 0.64% | -0.30% | — | |
| 26 | CBOE | Cboe Global Markets INC | Stock-Financials | 0.63% | — | — | |
| 27 | HDV | Ishares Core High Dividend E | ETF-Other | 0.52% | — | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.47% | — | — | |
| 29 | EQR | Equity Residential | Stock-Real Estate | 0.46% | — | — | |
| 30 | CCBG | Capital City Bank Group INC | Stock-Other | 0.44% | — | — | |
| 31 | WEP | Magellan Midstream Partners | Stock-Other | 0.43% | — | — | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | — | — | |
| 33 | ✓ | Ibio INC | Stock-Other | 0.41% | — | — | |
| 34 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 0.40% | — | — | |
| 35 | EPD | Enterprise Products Partners | Stock-Energy | 0.40% | — | — | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.40% | — | — | |
| 37 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.39% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | — | — | |
| 39 | ✓ | Stock-Other | 0.33% | — | — | ||
| 40 | ✓ | Outerwall INC | Stock-Other | 0.33% | — | — | |
| 41 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.32% | — | — | |
| 42 | AAL | American Airlines Group INC | Stock-Industrials | 0.31% | — | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.29% | -0.27% | EXIT | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.26% | — | — | |
| 45 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.26% | — | — | |
| 46 | STMP | Stamps.com INC | Stock-Other | 0.24% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | — | — | |
| 48 | WMT | Walmart INC | Stock-Consumer Staples | 0.23% | — | — | |
| 49 | GIS | General Mills INC | Stock-Consumer Staples | 0.23% | — | — | |
| 50 | WWEUSD | World Wrestling Entertain-a | Stock-Other | 0.21% | — | — |