CIK: 0001715593
Total reported value
$2.2B
Showing top 200 holdings (of 707 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.08% | — | +27.69% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.08% | — | -31.45% | |
| 3 | SPGI | S&p Global INC | Stock-Financials | 0.08% | — | -3.83% | |
| 4 | PSX | Phillips 66 | Stock-Energy | 0.08% | — | -14.20% | |
| 5 | GBF | Ishares Government/credit Bo | ETF-Gov Bonds | 0.08% | — | -34.80% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.08% | — | +84.98% | |
| 7 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.08% | — | +15.37% | |
| 8 | UPWK | Upwork INC | Stock-Other | 0.08% | — | — | |
| 9 | AFL | Aflac INC | Stock-Financials | 0.07% | — | -6.72% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.07% | — | +3.54% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.07% | — | +36.48% | |
| 12 | CB | Chubb Limited | Stock-Financials | 0.07% | — | -2.69% | |
| 13 | HCA | Hca Healthcare INC | Stock-Healthcare | 0.07% | — | +6.39% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.07% | — | +8.45% | |
| 15 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.07% | — | -1.04% | |
| 16 | FJP | First Trust Japan | ETF-Other | 0.07% | — | +7.48% | |
| 17 | PFE | Pfizer INC | Stock-Healthcare | 0.07% | — | -6.88% | |
| 18 | VPU | Vanguard Utilities ETF | ETF-Other | 0.07% | — | +2.59% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.07% | — | -26.22% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.07% | -0.17% | EXIT | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.07% | — | +22.68% | |
| 22 | TMUS | T-mobile US INC | Stock-Comm Services | 0.07% | — | -3.81% | |
| 23 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.07% | — | +4.01% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 0.07% | — | -4.77% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-Other | 0.07% | — | +9.21% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.07% | — | +0.91% | |
| 27 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.07% | — | +80.23% | |
| 28 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.07% | — | +34.76% | |
| 29 | TT | Trane Technologies plc | Stock-Industrials | 0.07% | — | -0.35% | |
| 30 | SEIV | Sei Qim US Large Cap Value A | ETF-Large Cap & Growth | 0.07% | — | — | |
| 31 | SEIM | Sei Qim US Large Cap Momentu | ETF-Large Cap & Growth | 0.07% | — | — | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.06% | — | -2.77% | |
| 33 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 0.06% | — | +10.30% | |
| 34 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.06% | — | -4.10% | |
| 35 | PAVE | Global X US Infrastructure | ETF-Other | 0.06% | — | -9.29% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.06% | — | -0.36% | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.06% | — | +0.46% | |
| 38 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.06% | — | -54.04% | |
| 39 | CRM | Salesforce INC | Stock-Tech | 0.06% | — | +11.56% | |
| 40 | ADM | Archer-daniels-midland Co | Stock-Consumer Staples | 0.06% | — | +45.59% | |
| 41 | SNPS | Synopsys INC | Stock-Tech | 0.06% | — | +5.42% | |
| 42 | QCLN | First Trust Nasdaq Clean Edg | ETF-Tech | 0.06% | — | +43.85% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.06% | — | +33.53% | |
| 44 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.06% | — | -9.31% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.06% | — | +2.12% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.06% | — | +0.36% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-Other | 0.06% | — | +21.29% | |
| 48 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.06% | — | +2.92% | |
| 49 | DHR | Danaher CORP | Stock-Healthcare | 0.06% | — | -3.32% | |
| 50 | HON | Honeywell International INC | Stock-Industrials | 0.06% | — | -57.99% |