CIK: 0001755785
Total reported value
$495.6M
Showing top 79 holdings (of 279 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.01% | — | — | |
| 2 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.01% | — | — | |
| 3 | BA | Boeing Co/the | Stock-Industrials | 0.01% | — | — | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.01% | — | — | |
| 5 | AXP | American Express Co | Stock-Financials | 0.01% | — | — | |
| 6 | EGP | Eastgroup Properties INC | Stock-Real Estate | 0.01% | — | — | |
| 7 | OUSM | Alps Oshares US Small-cap Qu | ETF-Other | 0.01% | — | — | |
| 8 | INTC | Intel CORP | Stock-Tech | 0.01% | — | — | |
| 9 | CFG | Citizens Financial Group | Stock-Financials | 0.01% | — | — | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.01% | — | +12.16% | |
| 11 | GWW | Ww Grainger INC | Stock-Industrials | 0.01% | — | — | |
| 12 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.01% | — | — | |
| 13 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.01% | — | — | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.01% | — | — | |
| 15 | D | Dominion Energy INC | Stock-Utilities | 0.01% | — | -85.11% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 0.01% | — | — | |
| 17 | CVS | Cvs Health CORP | Stock-Healthcare | 0.01% | — | — | |
| 18 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.01% | — | — | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 0.01% | — | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | — | |
| 21 | SMA | Smartstop Self Storage Reit | Stock-Other | 0.01% | — | — | |
| 22 | IRM | Iron Mountain INC | Stock-Real Estate | 0.01% | — | — | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 0.01% | — | — | |
| 24 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.01% | — | — | |
| 25 | ADI | Analog Devices INC | Stock-Tech | 0.01% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.01% | — | — | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.01% | — | -2.78% | |
| 28 | WASH | Washington Trust Bancorp | Stock-Other | 0.01% | — | — | |
| 29 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.01% | — | -33.11% | |
| 30 | AEP | American Electric Power | Stock-Utilities | 0.01% | — | — | |
| 31 | HUM | Humana INC | Stock-Healthcare | 0.01% | — | — | |
| 32 | COP | Conocophillips | Stock-Energy | 0.01% | — | — | |
| 33 | CBRE | Cbre Group INC - A | Stock-Real Estate | 0.01% | — | — | |
| 34 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.01% | — | — | |
| 35 | MCK | Mckesson CORP | Stock-Healthcare | 0.01% | — | — | |
| 36 | VLO | Valero Energy CORP | Stock-Energy | 0.01% | — | — | |
| 37 | ACN | Accenture plc | Stock-Tech | 0.01% | — | — | |
| 38 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.01% | — | — | |
| 39 | ECL | Ecolab INC | Stock-Materials | 0.01% | — | — | |
| 40 | INDB | Independent Bank Corp/ma | Stock-Other | 0.01% | — | — | |
| 41 | TROW | T Rowe Price Group INC | Stock-Financials | 0.01% | — | — | |
| 42 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.01% | — | — | |
| 43 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.01% | — | -0.32% | |
| 44 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.01% | — | — | |
| 45 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 0.01% | — | — | |
| 46 | BKH | Black Hills CORP | Stock-Utilities | 0.01% | — | — | |
| 47 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.01% | — | — | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.01% | — | -9.24% | |
| 49 | VLTO | Veralto CORP | Stock-Industrials | 0.01% | — | -94.17% | |
| 50 | CPT | Camden Property Trust | Stock-Real Estate | 0.01% | — | -86.21% |