CIK: 0001668189
Total reported value
$1.1B
Showing top 33 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STT | State Street CORP | Stock-Financials | 0.03% | — | +3.62% | |
| 2 | BG | Bunge Global SA | Stock-Consumer Staples | 0.03% | — | — | |
| 3 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.03% | — | — | |
| 4 | AI | C3.ai Inc-a | Stock-Tech | 0.03% | — | — | |
| 5 | AXP | American Express Co | Stock-Financials | 0.03% | — | — | |
| 6 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.03% | — | +0.35% | |
| 7 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.03% | — | — | |
| 8 | AON | Aon plc | Stock-Financials | 0.03% | — | +7.21% | |
| 9 | CCI | Crown Castle INC | Stock-Real Estate | 0.03% | — | — | |
| 10 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | +3.44% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | — | — | |
| 12 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.03% | — | — | |
| 13 | MDT | Medtronic plc | Stock-Healthcare | 0.03% | — | -23.09% | |
| 14 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.03% | — | +5.49% | |
| 15 | PODD | Insulet CORP | Stock-Healthcare | 0.03% | — | — | |
| 16 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.03% | — | +0.16% | |
| 17 | INTC | Intel CORP | Stock-Tech | 0.03% | — | +4.33% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.03% | — | — | |
| 19 | AKAM | Akamai Technologies INC | Stock-Tech | 0.03% | — | -12.91% | |
| 20 | FTNT | Fortinet INC | Stock-Tech | 0.03% | — | — | |
| 21 | TMUS | T-mobile US INC | Stock-Comm Services | 0.03% | — | — | |
| 22 | NOW | Servicenow INC | Stock-Tech | 0.02% | — | — | |
| 23 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.02% | — | +4.52% | |
| 24 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.02% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.02% | — | — | |
| 27 | PYPL | Paypal Holdings INC | Stock-Financials | 0.02% | — | — | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.02% | — | — | |
| 29 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.02% | — | -19.79% | |
| 30 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.02% | — | — | |
| 31 | NPV | Nuveen Va Qlty Muni INC | Stock-Other | 0.01% | — | — | |
| 32 | GAB | Gabelli Equity Trust | Stock-Other | 0.01% | — | — | |
| 33 | PNSTQ | Pinstripes Holdings INC | Stock-Other | — | — | +28.85% |