CIK: 0001697490
Total reported value
$4.3B
Showing top 200 holdings (of 1167 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BX | Blackstone INC | Stock-Financials | 0.04% | — | -4.12% | |
| 2 | ETJ | Eaton Vance Rsk-mgd Divers | Stock-Other | 0.04% | — | -8.34% | |
| 3 | BFC | Bank First CORP | Stock-Other | 0.04% | — | -2.56% | |
| 4 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 0.04% | — | -0.97% | |
| 5 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.04% | — | +0.04% | |
| 6 | PH | Parker Hannifin CORP | Stock-Industrials | 0.04% | — | +3.91% | |
| 7 | SHOP | Shopify INC - Class A | Stock-Tech | 0.04% | — | +0.86% | |
| 8 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.04% | — | — | |
| 9 | CHIQ | Global X Msci China Consumer | ETF-Emerging Markets | 0.04% | — | +20.86% | |
| 10 | AEP | American Electric Power | Stock-Utilities | 0.04% | — | +0.23% | |
| 11 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.04% | — | +23.90% | |
| 12 | LRN | Stride INC | Stock-Consumer Staples | 0.04% | — | +2.56% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.04% | — | -1.63% | |
| 14 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.04% | — | +6.37% | |
| 15 | ROK | Rockwell Automation INC | Stock-Industrials | 0.04% | — | -11.14% | |
| 16 | KMI | Kinder Morgan INC | Stock-Energy | 0.04% | — | +1.95% | |
| 17 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.04% | — | -0.31% | |
| 18 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 0.04% | — | +11.81% | |
| 19 | ADBE | Adobe INC | Stock-Tech | 0.04% | — | -8.48% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.04% | — | +18.93% | |
| 21 | FDUS | Fidus Investment CORP | Stock-Other | 0.04% | — | +3.02% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.04% | — | -3.64% | |
| 23 | LSAF | Leadershares Alphafactor US | ETF-Other | 0.04% | — | -12.73% | |
| 24 | VRIG | Invesco Variable Rate Invest | ETF-Other | 0.04% | — | +14.96% | |
| 25 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.04% | — | -0.70% | |
| 26 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 0.04% | — | +88.91% | |
| 27 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.04% | — | +8.79% | |
| 28 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 0.04% | — | +4.67% | |
| 29 | RZV | Invesco S&p Smallcap 600 Pur | ETF-Other | 0.04% | — | -1.03% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.04% | — | +124.72% | |
| 31 | MP | Mp Materials CORP | Stock-Materials | 0.04% | — | -49.22% | |
| 32 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.04% | — | +18.20% | |
| 33 | O | Realty Income CORP | Stock-Real Estate | 0.04% | — | -22.21% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.04% | — | +25.29% | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.04% | — | +6.49% | |
| 36 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.04% | — | +28.70% | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.04% | — | -1.13% | |
| 38 | LULU | Lululemon Athletica INC | Stock-Consumer Disc | 0.04% | — | +81.95% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.03% | — | — | |
| 40 | ECL | Ecolab INC | Stock-Materials | 0.03% | — | +0.32% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.03% | — | +18.77% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.03% | — | +89.31% | |
| 43 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.03% | — | +1.47% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.03% | — | +11.66% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.03% | — | +10.88% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.03% | — | -2.44% | |
| 47 | XLB | Ss Materials Select Sector | ETF-Other | 0.03% | — | -58.40% | |
| 48 | ALB | Albemarle CORP | Stock-Materials | 0.03% | — | +2.12% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.03% | — | +14.23% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.03% | — | -0.19% |