CIK: 0001767343
Total reported value
$541.1M
Showing top 153 holdings (of 353 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.01% | — | -27.90% | |
| 2 | MRVL | Marvell Technology INC | Stock-Tech | 0.01% | — | -2.45% | |
| 3 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.01% | — | -11.11% | |
| 4 | PAAS | Pan American Silver CORP | Stock-Materials | 0.01% | — | — | |
| 5 | SHOP | Shopify INC - Class A | Stock-Tech | 0.01% | — | — | |
| 6 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.01% | — | — | |
| 7 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.01% | — | — | |
| 8 | HAL | Halliburton Co | Stock-Energy | 0.01% | — | +0.44% | |
| 9 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.01% | — | +0.36% | |
| 10 | ETR | Entergy CORP | Stock-Utilities | 0.01% | — | +0.67% | |
| 11 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.01% | — | — | |
| 12 | MA | Mastercard INC - A | Stock-Financials | 0.01% | — | — | |
| 13 | FDIS | Fidelity Msci Cons Discr Ind | ETF-Other | 0.01% | — | — | |
| 14 | EVN | Eaton Vance Muni INC Tr | Stock-Other | 0.01% | — | +1.42% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.01% | — | — | |
| 16 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.01% | — | +0.69% | |
| 17 | PANW | Palo Alto Networks INC | Stock-Tech | 0.01% | — | — | |
| 18 | D | Dominion Energy INC | Stock-Utilities | 0.01% | — | -13.33% | |
| 19 | ENB | Enbridge INC | Stock-Energy | 0.01% | — | — | |
| 20 | APLD | Applied Digital CORP | Stock-Tech | 0.01% | — | -4.13% | |
| 21 | MCHP | Microchip Technology INC | Stock-Tech | 0.01% | — | — | |
| 22 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.01% | — | — | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.01% | — | — | |
| 24 | IGF | Ishares Global Infrastructur | ETF-Other | 0.01% | — | — | |
| 25 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.01% | — | — | |
| 26 | CSL | Carlisle Cos INC | Stock-Industrials | 0.01% | — | — | |
| 27 | DRIV | Global X Autonomous&elec-etf | ETF-Other | 0.01% | — | — | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 0.01% | — | -9.94% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.01% | — | — | |
| 30 | DOC | Healthpeak Properties INC | Stock-Real Estate | 0.01% | — | — | |
| 31 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.01% | — | — | |
| 32 | TGT | Target CORP | Stock-Consumer Disc | 0.01% | — | — | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.01% | — | — | |
| 34 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.01% | — | — | |
| 35 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | — | — | +0.25% | |
| 36 | NOW | Servicenow INC | Stock-Tech | — | — | — | |
| 37 | BKNG | Booking Holdings INC | Stock-Consumer Disc | — | — | — | |
| 38 | PGR | Progressive CORP | Stock-Financials | — | — | -12.40% | |
| 39 | BOTZ | Global X Robotics & Artifici | ETF-Other | — | — | — | |
| 40 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | — | — | +0.23% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-Other | — | — | — | |
| 42 | UNH | Unitedhealth Group INC | Stock-Healthcare | — | — | -87.59% | |
| 43 | T | At&t INC | Stock-Comm Services | — | — | — | |
| 44 | HL | Hecla Mining Co | Stock-Materials | — | — | — | |
| 45 | CINF | Cincinnati Financial CORP | Stock-Financials | — | — | — | |
| 46 | ECL | Ecolab INC | Stock-Materials | — | — | — | |
| 47 | PRU | Prudential Financial INC | Stock-Financials | — | — | — | |
| 48 | MFC | Manulife Financial CORP | Stock-Financials | — | — | — | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | — | — | — | |
| 50 | FTNT | Fortinet INC | Stock-Tech | — | — | — |