CIK: 0001732399
Total reported value
$44.7M
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 14.33% | — | — | |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 13.36% | — | — | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 13.11% | — | — | |
| 4 | IYM | Ishares U.s. Basic Materials | ETF-Other | 13.05% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.97% | — | — | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.72% | — | — | |
| 7 | AAPL | Apple INC | Stock-Tech | 1.27% | — | — | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.11% | — | — | |
| 9 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.98% | — | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | — | — | |
| 11 | NEE | Nextera Energy INC | Stock-Utilities | 0.80% | — | — | |
| 12 | LNT | Alliant Energy CORP | Stock-Utilities | 0.71% | — | — | |
| 13 | WMT | Walmart INC | Stock-Consumer Staples | 0.68% | — | — | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.60% | — | — | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.57% | — | — | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | — | — | |
| 17 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.43% | — | — | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | — | — | |
| 19 | XEL | Xcel Energy INC | Stock-Utilities | 0.35% | — | — | |
| 20 | QCOM | Qualcomm INC | Stock-Tech | 0.33% | — | — | |
| 21 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.33% | — | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | — | — | |
| 23 | ES | Eversource Energy | Stock-Utilities | 0.27% | — | — | |
| 24 | SPUU | Dir Dai S&p 500 Bu 2x Etf-us | ETF-Large Cap & Growth | 0.24% | — | — | |
| 25 | ARCC | Ares Capital CORP | Stock-Financials | 0.24% | — | — | |
| 26 | CSX | Csx CORP | Stock-Industrials | 0.23% | — | — | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | — | — | |
| 28 | WEC | Wec Energy Group INC | Stock-Utilities | 0.23% | — | — | |
| 29 | PFG | Principal Financial Group | Stock-Financials | 0.23% | — | — | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | — | — | |
| 31 | EIX | Edison International | Stock-Utilities | 0.21% | — | — | |
| 32 | FCX | Freeport-mcmoran INC | Stock-Materials | 0.19% | — | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | — | — | |
| 34 | ALGN | Align Technology INC | Stock-Healthcare | 0.19% | — | — | |
| 35 | OTTR | Otter Tail CORP | Stock-Industrials | 0.18% | — | — | |
| 36 | TSLA | Tesla INC | Stock-Consumer Disc | 0.17% | — | — | |
| 37 | PWR | Quanta Services INC | Stock-Industrials | 0.17% | — | — | |
| 38 | LBEUR | L Brands INC | Stock-Other | 0.16% | — | — | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | — | — | |
| 40 | MO | Altria Group INC | Stock-Consumer Staples | 0.16% | — | — | |
| 41 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.16% | — | — | |
| 42 | FDX | Fedex CORP | Stock-Industrials | 0.16% | — | — | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.15% | — | — | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.15% | — | — | |
| 45 | VZ | Verizon Communications INC | Stock-Comm Services | 0.15% | — | — | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.15% | — | — | |
| 47 | CGC | Canopy Growth Corporation | Stock-Healthcare | 0.14% | — | — | |
| 48 | DNN | Denison Mines CORP | Stock-Other | 0.14% | — | — | |
| 49 | MPT | Medical Properties Trust INC | Stock-Real Estate | 0.13% | — | — | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.13% | — | — |