CIK: 0001769897
Total reported value
$5.5B
Showing top 200 holdings (of 776 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.11% | — | -0.95% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.11% | — | +5.68% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.11% | — | +5.80% | |
| 4 | SPG | Simon Property Group INC | Stock-Real Estate | 0.11% | — | -6.90% | |
| 5 | SHEL | Shell Plc-adr | Stock-Energy | 0.11% | — | +6.86% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.11% | — | -2.76% | |
| 7 | IFF | Intl Flavors & Fragrances | Stock-Materials | 0.10% | — | +7.34% | |
| 8 | UL | Unilever PLC | Stock-Consumer Staples | 0.10% | — | +8.48% | |
| 9 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-Other | 0.10% | — | — | |
| 10 | XLF | Ss Financial Select Sector | ETF-Other | 0.10% | — | -1.36% | |
| 11 | RY | Royal Bank Of Canada | Stock-Financials | 0.10% | — | +9.86% | |
| 12 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.10% | — | +6.43% | |
| 13 | O | Realty Income CORP | Stock-Real Estate | 0.10% | — | +12.21% | |
| 14 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.10% | — | — | |
| 15 | SNY | Sanofi-adr | Stock-Healthcare | 0.10% | — | +11.43% | |
| 16 | ES | Eversource Energy | Stock-Utilities | 0.10% | — | +12.98% | |
| 17 | ROBO | Robo Global Robotics And Aut | ETF-Other | 0.10% | — | +9.20% | |
| 18 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.09% | — | +68.44% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.09% | — | +0.20% | |
| 20 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.09% | — | — | |
| 21 | HAL | Halliburton Co | Stock-Energy | 0.09% | — | +21.25% | |
| 22 | DFCF | Dimensional Core Fixed INC | ETF-Other | 0.09% | — | +270.93% | |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.09% | — | -1.61% | |
| 24 | MMM | 3m Co | Stock-Industrials | 0.09% | — | +11.31% | |
| 25 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.09% | — | — | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | — | -49.79% | |
| 27 | AGCO | Agco CORP | Stock-Industrials | 0.09% | — | +30.04% | |
| 28 | BX | Blackstone INC | Stock-Financials | 0.08% | — | -13.57% | |
| 29 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.08% | — | +9.99% | |
| 30 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.08% | — | +95.46% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.08% | — | +0.62% | |
| 32 | UBER | Uber Technologies INC | Stock-Industrials | 0.08% | — | +8.83% | |
| 33 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.08% | — | +13.93% | |
| 34 | BLKCHF | Blackrock INC | Stock-Other | 0.08% | — | -3.83% | |
| 35 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.08% | — | +659.26% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.08% | — | -1.58% | |
| 37 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.08% | — | +1.60% | |
| 38 | WSO | Watsco INC | Stock-Industrials | 0.08% | — | +23.39% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.08% | — | +2.64% | |
| 40 | EPD | Enterprise Products Partners | Stock-Energy | 0.08% | — | +13.95% | |
| 41 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.08% | — | +1117.94% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.08% | +0.08% | +6.21% | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.08% | — | +26.43% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.07% | +0.27% | +4.87% | |
| 45 | PCAR | Paccar INC | Stock-Industrials | 0.07% | — | +16.80% | |
| 46 | CI | THE Cigna Group | Stock-Healthcare | 0.07% | — | +0.84% | |
| 47 | PSLV | Sprott Physical Silver Trust | Stock-Other | 0.07% | — | -0.55% | |
| 48 | MSA | Msa Safety INC | Stock-Industrials | 0.07% | — | +25.94% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.07% | — | -25.21% | |
| 50 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.07% | — | +9.94% |