CIK: 0001757617
Total reported value
$1.8B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Pluralsight INC | Stock-Other | 11.18% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.11% | — | — | |
| 3 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.48% | — | — | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.48% | -0.26% | — | |
| 5 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 3.45% | +0.51% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.43% | -0.37% | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.41% | -0.12% | — | |
| 8 | FHLC | Fidelity Msci Health Care | ETF-Other | 3.40% | -0.21% | — | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.74% | +0.39% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.72% | -0.24% | — | |
| 11 | VOX | Vanguard Communication Servi | ETF-Other | 2.38% | -0.08% | — | |
| 12 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 2.35% | — | — | |
| 13 | XLI | Ss Industrial Select Sector | ETF-Other | 2.32% | +0.03% | — | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 2.31% | — | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.30% | -0.22% | — | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.02% | +0.05% | — | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.94% | +0.06% | — | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.87% | -0.11% | — | |
| 19 | PEP | Pepsico INC | Stock-Consumer Staples | 1.74% | — | — | |
| 20 | VFH | Vanguard Financials ETF | ETF-Other | 1.51% | — | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.36% | — | — | |
| 22 | AAPL | Apple INC | Stock-Tech | 1.34% | +0.02% | — | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 1.31% | -0.08% | — | |
| 24 | MUB | Ishares National Muni Bond E | ETF-Other | 1.26% | +0.02% | — | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 1.25% | — | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.19% | — | — | |
| 27 | VDE | Vanguard Energy ETF | ETF-Other | 1.00% | — | — | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.96% | — | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.03% | — | |
| 30 | YUM | Yum! Brands INC | Stock-Consumer Disc | 0.89% | — | — | |
| 31 | XLB | Ss Materials Select Sector | ETF-Other | 0.88% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | — | — | |
| 33 | BANF | Bancfirst CORP | Stock-Other | 0.69% | — | — | |
| 34 | BA | Boeing Co/the | Stock-Industrials | 0.69% | — | — | |
| 35 | C | Citigroup INC | Stock-Financials | 0.68% | — | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-Other | 0.67% | — | — | |
| 37 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.66% | — | — | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | — | — | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.63% | — | — | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | — | — | |
| 41 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.57% | — | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.53% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.16% | — | |
| 44 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.49% | — | — | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.49% | — | — | |
| 46 | OKE | Oneok INC | Stock-Energy | 0.48% | — | — | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.48% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | +0.13% | — | |
| 49 | ACN | Accenture plc | Stock-Tech | 0.41% | — | — | |
| 50 | HD | Home Depot INC | Stock-Consumer Disc | 0.40% | — | — |