CIK: 0001790525
Total reported value
$1.1B
Showing top 40 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 0.07% | +0.05% | -11.21% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.07% | — | — | |
| 3 | XYZ | Block INC | Stock-Financials | 0.07% | — | — | |
| 4 | IBUY | Amplify Online Retail ETF | ETF-Other | 0.07% | — | — | |
| 5 | KRMA | Global X Conscious Companies | ETF-Other | 0.07% | — | -4.76% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.07% | — | +19.92% | |
| 7 | VRSK | Verisk Analytics INC | Stock-Industrials | 0.07% | — | -0.36% | |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.07% | +0.03% | -7.84% | |
| 9 | INGR | Ingredion INC | Stock-Consumer Staples | 0.07% | — | -93.10% | |
| 10 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.07% | — | — | |
| 11 | WFC | Wells Fargo & Co | Stock-Financials | 0.07% | — | — | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.06% | — | -6.41% | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.06% | — | -40.66% | |
| 14 | NFLX | Netflix INC | Stock-Comm Services | 0.06% | — | — | |
| 15 | AMGN | Amgen INC | Stock-Healthcare | 0.06% | -0.17% | +6.28% | |
| 16 | TT | Trane Technologies plc | Stock-Industrials | 0.06% | — | — | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.06% | — | — | |
| 18 | FDX | Fedex CORP | Stock-Industrials | 0.06% | — | -1.60% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.06% | — | — | |
| 20 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.06% | — | — | |
| 21 | FCAL | First Trust California Munic | ETF-Other | 0.06% | — | — | |
| 22 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.06% | — | — | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.06% | — | -78.78% | |
| 24 | PFFD | Global X US Preferred ETF | ETF-Other | 0.06% | — | +3.57% | |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.06% | — | -38.76% | |
| 26 | CLX | Clorox Company | Stock-Consumer Staples | 0.06% | — | -0.53% | |
| 27 | KEL | Kellanova | Stock-Other | 0.06% | — | — | |
| 28 | XHE | Ss Spdr S&p Hc Equip ETF | ETF-Other | 0.06% | — | -2.71% | |
| 29 | SWKS | Skyworks Solutions INC | Stock-Tech | 0.06% | — | — | |
| 30 | MU | Micron Technology INC | Stock-Tech | 0.06% | +0.15% | — | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.06% | — | -0.69% | |
| 32 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.06% | — | — | |
| 33 | XLB | Ss Materials Select Sector | ETF-Other | 0.06% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.05% | — | — | |
| 35 | XNCMX | Nuveen Ca Amt-fr Muni INC | Stock-Other | 0.04% | — | — | |
| 36 | F | Ford Motor Co | Stock-Consumer Disc | 0.04% | — | -13.70% | |
| 37 | NMZ | Nuveen Muni Hi INC Opport | Stock-Other | 0.04% | — | -37.90% | |
| 38 | SDIVEUR | Global X Superdividend ETF | ETF-Other | 0.03% | — | — | |
| 39 | ✓ | Inovio Pharmaceuticals INC | Stock-Other | 0.03% | — | — | |
| 40 | ✓ | Azurrx Biopharma | Stock-Other | 0.01% | — | — |