CIK: 0001767863
Total reported value
$356.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 23.53% | — | +3.64% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.09% | — | +7.93% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 13.14% | — | +3.80% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 13.08% | — | +21.26% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 9.68% | — | +52.07% | |
| 6 | HDV | Ishares Core High Dividend E | ETF-Other | 5.50% | — | +9.60% | |
| 7 | SVAL | Ishares US Small Cap Val Fac | ETF-Small Cap | 4.03% | — | +11.55% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.96% | — | -1.49% | |
| 9 | AAPL | Apple INC | Stock-Tech | 1.20% | — | -7.50% | |
| 10 | HD | Home Depot INC | Stock-Consumer Disc | 0.90% | — | -0.48% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.88% | — | +0.60% | |
| 12 | ACN | Accenture plc | Stock-Tech | 0.78% | — | -2.00% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | — | -29.88% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.58% | — | — | |
| 15 | PGF | Invesco Financial Preferred | ETF-Other | 0.58% | — | -12.46% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | — | -0.45% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.44% | — | -1.79% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | — | +101.52% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.34% | — | — | |
| 21 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.34% | — | — | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | — | — | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.26% | — | +1.19% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.25% | — | -1.82% | |
| 25 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.25% | — | +5.02% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.25% | — | -0.46% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.24% | — | — | |
| 28 | P | Everpure Inc-a | Stock-Tech | 0.21% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | +4.48% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | — | -0.01% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.18% | — | -5.41% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.17% | — | -8.21% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | — | -2.89% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | — | — | |
| 35 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.16% | — | — | |
| 36 | TFC | Truist Financial CORP | Stock-Financials | 0.16% | — | -27.51% | |
| 37 | ABBV | Abbvie INC | Stock-Healthcare | 0.13% | — | -61.87% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.13% | — | +0.77% | |
| 39 | T | At&t INC | Stock-Comm Services | 0.13% | — | -1.18% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | -2.09% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.11% | — | -7.04% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | — | -3.13% | |
| 43 | ABCB | Ameris Bancorp | Stock-Financials | 0.11% | — | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | — | -2.39% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.10% | — | — | |
| 46 | TSLA | Tesla INC | Stock-Consumer Disc | 0.10% | — | +4.62% | |
| 47 | CSX | Csx CORP | Stock-Industrials | 0.09% | — | +0.03% | |
| 48 | C | Citigroup INC | Stock-Financials | 0.09% | — | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.08% | — | -1.65% | |
| 50 | GWW | Ww Grainger INC | Stock-Industrials | 0.08% | — | — |