CIK: 0001846532
Total reported value
$1.0B
Showing top 200 holdings (of 1658 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RF | Regions Financial CORP | Stock-Financials | 0.02% | — | +0.75% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.02% | — | -5.13% | |
| 3 | ADSK | Autodesk INC | Stock-Tech | 0.02% | — | -3.87% | |
| 4 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-Other | 0.02% | — | +0.34% | |
| 5 | IVVB | Ishares Large Cap Deep Quart | ETF-Large Cap & Growth | 0.02% | — | — | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.02% | — | -33.35% | |
| 7 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.02% | — | — | |
| 8 | DTE | Dte Energy Company | Stock-Utilities | 0.02% | — | -7.62% | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.02% | — | — | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.02% | — | -85.89% | |
| 11 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.02% | — | — | |
| 12 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | ETF-Other | 0.02% | — | — | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 0.02% | — | — | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 0.02% | — | +16.67% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.02% | — | -3.89% | |
| 16 | MSTR | Strategy INC | Stock-Tech | 0.02% | — | — | |
| 17 | UFEB | Innovator U.s. Equity Ultra | ETF-Other | 0.02% | — | -2.12% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.02% | — | -19.11% | |
| 19 | SNA | Snap-on INC | Stock-Industrials | 0.02% | — | -0.57% | |
| 20 | BLDR | Builders Firstsource INC | Stock-Industrials | 0.02% | — | -36.10% | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.02% | — | -23.69% | |
| 22 | GS | Goldman Sachs Group INC | Stock-Financials | 0.02% | — | +6.71% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.02% | — | -19.13% | |
| 24 | GD | General Dynamics CORP | Stock-Industrials | 0.02% | — | +86.09% | |
| 25 | GVI | Ishares Intermediate Governm | ETF-Other | 0.02% | — | — | |
| 26 | ES | Eversource Energy | Stock-Utilities | 0.02% | — | -0.37% | |
| 27 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.02% | — | +16.62% | |
| 28 | PAYX | Paychex INC | Stock-Tech | 0.02% | — | +76.66% | |
| 29 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.02% | — | +6.52% | |
| 30 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.02% | — | +2.70% | |
| 31 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.02% | — | -15.47% | |
| 32 | VLO | Valero Energy CORP | Stock-Energy | 0.02% | — | +7.57% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.02% | — | +5648.15% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.02% | — | +139.57% | |
| 35 | KEYS | Keysight Technologies In | Stock-Tech | 0.02% | — | -10.69% | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.02% | — | +2.85% | |
| 37 | PFFD | Global X US Preferred ETF | ETF-Other | 0.02% | — | +75.94% | |
| 38 | IYE | Ishares U.s. Energy ETF | ETF-Other | 0.02% | — | -14.35% | |
| 39 | PFG | Principal Financial Group | Stock-Financials | 0.02% | — | -8.97% | |
| 40 | WSO | Watsco INC | Stock-Industrials | 0.02% | — | +32.89% | |
| 41 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.02% | — | — | |
| 42 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.02% | — | — | |
| 43 | VDE | Vanguard Energy ETF | ETF-Other | 0.02% | — | +5.15% | |
| 44 | IPG | Interpublic Group Of Cos INC | Stock-Other | 0.02% | — | +4.13% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.02% | +0.09% | NEW | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.02% | — | +268.35% | |
| 47 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.02% | — | -0.15% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.02% | — | +0.37% | |
| 49 | SILA | Sila Realty Trust INC | Stock-Other | 0.02% | — | +29.29% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.02% | — | -9.80% |