CIK: 0001739728
Total reported value
$4.3B
Showing top 200 holdings (of 873 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.09% | — | +30.78% | |
| 2 | CTVA | Corteva INC | Stock-Materials | 0.09% | — | +13.85% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 0.09% | — | — | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.09% | — | -18.21% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.09% | — | +9.19% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.09% | — | — | |
| 7 | UDIV | Franklin U.s. Core Dividend | ETF-Other | 0.09% | — | — | |
| 8 | CDNS | Cadence Design Sys INC | Stock-Tech | 0.09% | — | +476.31% | |
| 9 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 0.09% | — | — | |
| 10 | CRM | Salesforce INC | Stock-Tech | 0.09% | — | +180.60% | |
| 11 | PFM | Invesco Dividend Achievers E | ETF-Other | 0.09% | — | +10.38% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-Other | 0.09% | — | +139.04% | |
| 13 | ZTS | Zoetis INC | Stock-Healthcare | 0.09% | — | +16.67% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.09% | — | +223.59% | |
| 15 | DRIV | Global X Autonomous&elec-etf | ETF-Other | 0.09% | — | +21.84% | |
| 16 | PFFD | Global X US Preferred ETF | ETF-Other | 0.09% | — | +6.19% | |
| 17 | PFIG | Invesco Fundamental Investme | ETF-Other | 0.09% | — | +117.59% | |
| 18 | MRK | Merck & Co. INC. | Stock-Healthcare | 0.09% | — | +88.34% | |
| 19 | MSCI | Msci INC | Stock-Financials | 0.09% | — | +17.66% | |
| 20 | ALLE | Allegion plc | Stock-Industrials | 0.09% | — | +11.12% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.08% | — | +276.56% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.08% | — | +185.01% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.08% | — | +3.16% | |
| 24 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.08% | — | +230.93% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.08% | — | +200.90% | |
| 26 | PFE | Pfizer INC | Stock-Healthcare | 0.08% | — | +162.06% | |
| 27 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.08% | — | +284.00% | |
| 28 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.08% | — | +89.32% | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.08% | — | +53.67% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.08% | +0.07% | +168.56% | |
| 31 | HON | Honeywell International INC | Stock-Industrials | 0.08% | — | +7.94% | |
| 32 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.08% | — | +108.40% | |
| 33 | CLIP1USD | Global X 1-3 Month T-bill | ETF-Other | 0.08% | — | +2.88% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.08% | — | +35.70% | |
| 35 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.08% | — | -1.02% | |
| 36 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.08% | — | +36.96% | |
| 37 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.08% | — | +66.33% | |
| 38 | TIPZ | Pimco Broad US Tips Index | ETF-Large Cap & Growth | 0.08% | — | +128.38% | |
| 39 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.08% | — | — | |
| 40 | DIVI | Franklin International Core | ETF-Other | 0.07% | — | +98.17% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.07% | +0.09% | +178.06% | |
| 42 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.07% | — | +9.89% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.07% | — | +108.19% | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.07% | — | +1.92% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.07% | — | +38.14% | |
| 46 | NEE | Nextera Energy INC | Stock-Utilities | 0.07% | — | +55.99% | |
| 47 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.07% | — | +131.95% | |
| 48 | OKE | Oneok INC | Stock-Energy | 0.07% | — | +44.80% | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.07% | — | +56.43% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.07% | — | +481.62% |