CIK: 0001737089
Total reported value
$3.5B
Showing top 200 holdings (of 855 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.08% | — | -8.93% | |
| 2 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.08% | — | — | |
| 3 | BRO | Brown & Brown INC | Stock-Financials | 0.08% | — | -0.59% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.08% | — | +37.15% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.08% | — | — | |
| 6 | IYF | Ishares US Financials ETF | ETF-Other | 0.08% | — | — | |
| 7 | CPRT | Copart INC | Stock-Industrials | 0.08% | — | +0.44% | |
| 8 | IFV | First Trust Dw Focus 5 Intl | ETF-Other | 0.08% | — | — | |
| 9 | WOOD | Ishares Global Timber & Fore | ETF-Other | 0.08% | — | +25.04% | |
| 10 | EFX | Equifax INC | Stock-Industrials | 0.08% | — | +1.02% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 0.08% | — | -68.34% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.08% | — | +402.89% | |
| 13 | CRL | Charles River Laboratories | Stock-Healthcare | 0.07% | — | — | |
| 14 | GNR | State Street Spdr S&p Global | ETF-Other | 0.07% | — | +42.93% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.07% | — | -17.82% | |
| 16 | MOO | Vaneck Agribusiness ETF | ETF-Other | 0.07% | — | +27.26% | |
| 17 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-Other | 0.07% | — | +41.93% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.07% | — | -33.28% | |
| 19 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.07% | — | +0.90% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.07% | — | — | |
| 21 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.06% | — | -0.93% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.06% | — | — | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.06% | — | -0.24% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.06% | — | +30.27% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 26 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.06% | — | -74.45% | |
| 27 | INKM | Ss Income Allocation ETF | ETF-Other | 0.06% | — | -8.91% | |
| 28 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.06% | — | -13.99% | |
| 29 | VAW | Vanguard Materials ETF | ETF-Other | 0.05% | — | -72.44% | |
| 30 | IYLD | Ishares Morningstar Multi-as | ETF-Other | 0.05% | — | -7.23% | |
| 31 | STT | State Street CORP | Stock-Financials | 0.05% | — | -3.83% | |
| 32 | DOV | Dover CORP | Stock-Industrials | 0.05% | — | +0.20% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.05% | — | +14.98% | |
| 34 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.04% | — | — | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.04% | — | -3.91% | |
| 36 | NUDM | Nuveen Esg Intl Devel Mrk Eq | ETF-Other | 0.04% | — | -10.07% | |
| 37 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.04% | — | +9.15% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.04% | — | -95.34% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.04% | — | +17.64% | |
| 40 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-Other | 0.04% | — | — | |
| 41 | CVY | Invesco Zacks Multi-asset In | ETF-Other | 0.04% | — | -7.78% | |
| 42 | IYZ | Ishares US Telecommunication | ETF-Other | 0.04% | — | — | |
| 43 | TCSUSD | Container Store Group Inc/th | Stock-Other | 0.04% | — | — | |
| 44 | DAL | Delta Air Lines INC | Stock-Industrials | 0.04% | — | -84.12% | |
| 45 | CLX | Clorox Company | Stock-Consumer Staples | 0.04% | — | -1.81% | |
| 46 | MDIV | Ft Multi-asset Divers INC | ETF-Other | 0.04% | — | -8.79% | |
| 47 | KEY | Keycorp | Stock-Financials | 0.04% | — | -84.04% | |
| 48 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.04% | — | -19.35% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.04% | — | +20.73% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.04% | — | -80.68% |