CIK: 0001715593
Total reported value
$2.2B
Showing top 172 holdings (of 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WM | Waste Management INC | Stock-Industrials | 0.07% | — | -5.45% | |
| 2 | RF | Regions Financial CORP | Stock-Financials | 0.07% | — | +32.14% | |
| 3 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.07% | — | — | |
| 4 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.07% | — | +31.13% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.07% | — | +26.16% | |
| 6 | DG | Dollar General CORP | Stock-Consumer Staples | 0.07% | — | +43.91% | |
| 7 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.07% | — | -91.44% | |
| 8 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.07% | — | — | |
| 9 | XEL | Xcel Energy INC | Stock-Utilities | 0.07% | — | +42.72% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | +55.27% | |
| 11 | PAYC | Paycom Software INC | Stock-Tech | 0.07% | — | — | |
| 12 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.07% | — | -7.83% | |
| 13 | AFL | Aflac INC | Stock-Financials | 0.07% | — | -7.48% | |
| 14 | CAT | Caterpillar INC | Stock-Industrials | 0.07% | — | +95.84% | |
| 15 | CME | Cme Group INC | Stock-Financials | 0.07% | — | +2.79% | |
| 16 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.06% | — | +22.12% | |
| 17 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.06% | — | -13.22% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.06% | — | -53.48% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 0.06% | — | -5.25% | |
| 20 | IDLV | Invesco S&p International De | ETF-Other | 0.06% | — | — | |
| 21 | FDX | Fedex CORP | Stock-Industrials | 0.06% | — | +72.39% | |
| 22 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.06% | — | +23.55% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.06% | — | — | |
| 24 | LAD | Lithia Motors INC | Stock-Consumer Disc | 0.06% | — | +3.18% | |
| 25 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.06% | — | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | — | — | |
| 27 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.06% | — | -1.42% | |
| 28 | EVRG | Evergy INC | Stock-Utilities | 0.06% | — | +0.16% | |
| 29 | ADP | Automatic Data Processing | Stock-Tech | 0.06% | — | +5.66% | |
| 30 | PGX | Invesco Preferred ETF | ETF-Other | 0.06% | — | — | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.06% | — | +72.58% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.06% | — | -25.15% | |
| 33 | MASI* | Masimo CORP | Stock-Other | 0.06% | — | -1.79% | |
| 34 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.06% | — | +43.34% | |
| 35 | OKE | Oneok INC | Stock-Energy | 0.06% | — | — | |
| 36 | PYPL | Paypal Holdings INC | Stock-Financials | 0.06% | — | — | |
| 37 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | Stock-Other | 0.06% | — | — | |
| 38 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.06% | — | +0.54% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.05% | — | -33.94% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.05% | — | -73.10% | |
| 41 | CB | Chubb Limited | Stock-Financials | 0.05% | — | -18.84% | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.05% | — | — | |
| 43 | D | Dominion Energy INC | Stock-Utilities | 0.05% | — | — | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.05% | — | — | |
| 45 | SKYY | First Trust Cloud Computing | ETF-Other | 0.05% | — | — | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.05% | — | -94.57% | |
| 47 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.05% | — | -0.57% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.05% | — | — | |
| 49 | CCI | Crown Castle INC | Stock-Real Estate | 0.05% | — | +43.53% | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.05% | — | — |