CIK: 0001671716
Total reported value
$1.2B
Showing top 36 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DOCU | Docusign INC | Stock-Tech | 0.04% | — | +0.71% | |
| 2 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.04% | — | -1.29% | |
| 3 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.04% | — | +2.65% | |
| 4 | EDV | Vanguard Extended Dur Treas | ETF-Other | 0.04% | — | — | |
| 5 | FVRR | Fiverr International Ltd. | Stock-Other | 0.04% | — | +0.59% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 0.04% | — | -26.98% | |
| 7 | TFC | Truist Financial CORP | Stock-Financials | 0.04% | — | +4.90% | |
| 8 | KMI | Kinder Morgan INC | Stock-Energy | 0.04% | — | +0.76% | |
| 9 | WMT | Walmart INC | Stock-Consumer Staples | 0.03% | — | +13.95% | |
| 10 | WWEUSD | World Wrestling Entertain-a | Stock-Other | 0.03% | — | +0.48% | |
| 11 | BHP | Bhp Group Ltd-spon Adr | Stock-Materials | 0.03% | — | +25.93% | |
| 12 | QLYS | Qualys INC | Stock-Tech | 0.03% | — | — | |
| 13 | AVB | Avalonbay Communities INC | Stock-Real Estate | 0.03% | — | +1.22% | |
| 14 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.03% | — | +10.70% | |
| 15 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.03% | — | -2.57% | |
| 16 | P | Everpure Inc-a | Stock-Tech | 0.03% | — | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-Other | 0.03% | — | — | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.03% | — | -3.63% | |
| 19 | OKTA | Okta INC | Stock-Tech | 0.03% | — | +16.97% | |
| 20 | MO | Altria Group INC | Stock-Consumer Staples | 0.03% | — | +2.14% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.03% | — | — | |
| 22 | SWKS | Skyworks Solutions INC | Stock-Tech | 0.03% | — | -37.68% | |
| 23 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.03% | — | — | |
| 24 | TPG | Tpg INC | Stock-Financials | 0.03% | — | — | |
| 25 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.03% | — | +2.08% | |
| 26 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.03% | — | — | |
| 27 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.03% | — | -16.42% | |
| 28 | TREE | Lendingtree INC | Stock-Other | 0.03% | — | -1.19% | |
| 29 | BX | Blackstone INC | Stock-Financials | 0.03% | — | +0.87% | |
| 30 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.03% | — | — | |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.03% | — | +0.25% | |
| 32 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.03% | — | — | |
| 33 | EOG | Eog Resources INC | Stock-Energy | 0.03% | — | +2.18% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.03% | — | — | |
| 35 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.03% | — | — | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.03% | — | +10.53% |