CIK: 0001790525
Total reported value
$1.1B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 7.11% | — | — | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.84% | — | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.08% | — | — | |
| 4 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 3.72% | — | — | |
| 5 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 3.67% | — | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.83% | — | — | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.76% | +0.01% | — | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.72% | — | — | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.51% | — | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.34% | — | — | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.34% | — | — | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 2.18% | — | — | |
| 13 | T | At&t INC | Stock-Comm Services | 2.14% | -0.14% | — | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.07% | — | — | |
| 15 | CVS | Cvs Health CORP | Stock-Healthcare | 2.06% | — | — | |
| 16 | NKE | Nike INC -cl B | Stock-Consumer Disc | 2.05% | — | — | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.99% | — | — | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.98% | — | — | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.97% | — | — | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.96% | — | — | |
| 21 | BND | Vanguard Total Bond Market | ETF-Other | 1.90% | — | — | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.90% | — | — | |
| 23 | COF | Capital One Financial CORP | Stock-Financials | 1.90% | — | — | |
| 24 | PEP | Pepsico INC | Stock-Consumer Staples | 1.87% | — | — | |
| 25 | XLK | Ss Technology Select Sector | ETF-Tech | 1.87% | +0.27% | — | |
| 26 | ABBV | Abbvie INC | Stock-Healthcare | 1.76% | — | — | |
| 27 | CRM | Salesforce INC | Stock-Tech | 1.76% | — | — | |
| 28 | GIS | General Mills INC | Stock-Consumer Staples | 1.71% | — | — | |
| 29 | BSJL | Invesco Bulletshares 2021 Hi | ETF-Other | 1.70% | — | — | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.65% | — | — | |
| 31 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.63% | — | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.45% | — | — | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.28% | — | — | |
| 34 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.23% | — | — | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.22% | — | — | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.21% | — | — | |
| 37 | XLV | Ss Health Care Select Sector | ETF-Other | 1.17% | — | — | |
| 38 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.16% | — | — | |
| 39 | FVD | First Trust Value Line Dvd | ETF-Other | 1.13% | — | — | |
| 40 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.12% | — | — | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.10% | — | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-Other | 1.03% | — | — | |
| 43 | HDV | Ishares Core High Dividend E | ETF-Other | 1.00% | — | — | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.98% | — | — | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.95% | — | — | |
| 46 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-Other | 0.91% | — | — | |
| 47 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.82% | — | — | |
| 48 | ✓ | Invesco Exch Trd Slf Idx Fd | Stock-Other | 0.76% | — | — | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.75% | — | — | |
| 50 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.65% | — | — |