CIK: 0001624758
Total reported value
$3.8B
Showing top 200 holdings (of 720 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRE | Sempra | Stock-Utilities | 0.04% | — | +17.22% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 0.04% | — | -2.32% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.03% | +1.57% | NEW | |
| 4 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.03% | — | +0.93% | |
| 5 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.03% | — | +15.24% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.03% | — | +139.11% | |
| 7 | ✓ | Wisdomtree Tr | Stock-Other | 0.03% | — | -1.96% | |
| 8 | AKX | Ansys INC | Stock-Other | 0.03% | — | +1.18% | |
| 9 | HIFS | Hingham Institution For Svgs | Stock-Other | 0.03% | — | +9.75% | |
| 10 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.03% | — | +2.55% | |
| 11 | VFH | Vanguard Financials ETF | ETF-Other | 0.03% | — | +2.11% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.03% | — | +16.08% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.03% | — | +3.15% | |
| 14 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.03% | — | +2.16% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.03% | — | +92.83% | |
| 16 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.03% | — | +1.40% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.03% | — | — | |
| 18 | SYK | Stryker CORP | Stock-Healthcare | 0.03% | — | — | |
| 19 | VZ | Verizon Communications INC | Stock-Comm Services | 0.03% | — | -1.75% | |
| 20 | BIIB | Biogen INC | Stock-Healthcare | 0.03% | — | +13.22% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.03% | +0.58% | NEW | |
| 22 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.03% | — | +165.26% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.02% | — | -5.67% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.02% | — | — | |
| 25 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.02% | — | +29.59% | |
| 26 | DGRE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.02% | — | +53.91% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.02% | — | +3.14% | |
| 28 | CI | THE Cigna Group | Stock-Healthcare | 0.02% | — | +12.61% | |
| 29 | EQAL | Invesco Russell 1000 Equal W | ETF-Other | 0.02% | — | +0.56% | |
| 30 | AXP | American Express Co | Stock-Financials | 0.02% | — | +1.12% | |
| 31 | BCPC | Balchem CORP | Stock-Materials | 0.02% | — | +6.25% | |
| 32 | ALXN | Alexion Pharmaceuticals INC | Stock-Other | 0.02% | — | — | |
| 33 | SPG | Simon Property Group INC | Stock-Real Estate | 0.02% | — | -0.78% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.02% | — | +7.83% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.02% | — | +7.45% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.02% | — | -22.74% | |
| 37 | EPI | Wisdomtree India Earnings | ETF-Other | 0.02% | — | -2.41% | |
| 38 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.02% | — | -8.48% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.02% | — | +0.10% | |
| 40 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.02% | — | +30.16% | |
| 41 | AVGO | Broadcom INC | Stock-Tech | 0.02% | +0.62% | NEW | |
| 42 | EXPO | Exponent INC | Stock-Industrials | 0.02% | — | — | |
| 43 | RPM | Rpm International INC | Stock-Materials | 0.02% | — | -2.53% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.02% | — | -3.75% | |
| 45 | CLVSEUR | Clovis Oncology INC | Stock-Other | 0.02% | — | +61.74% | |
| 46 | MMM | 3m Co | Stock-Industrials | 0.02% | — | +0.62% | |
| 47 | UNUSD | Unilever N V -ny Shares | Stock-Other | 0.02% | — | -1.31% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.02% | — | +63.39% | |
| 49 | 6D8 | Dupont De Nemours INC | Stock-Other | 0.02% | — | +40.79% | |
| 50 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.02% | — | — |