CIK: 0001695490
Total reported value
$2.2B
Showing top 130 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GE | General Electric | Stock-Industrials | 0.03% | — | +4.22% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.03% | — | -14.18% | |
| 3 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.03% | — | — | |
| 4 | BAC | Bank Of America CORP | Stock-Financials | 0.03% | — | +3.52% | |
| 5 | GLD | Spdr Gold Shares | ETF-Commodities | 0.03% | — | -2.31% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.03% | — | +11.89% | |
| 7 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.02% | — | +25.45% | |
| 8 | ACN | Accenture plc | Stock-Tech | 0.02% | — | +8.52% | |
| 9 | TRMB | Trimble INC | Stock-Tech | 0.02% | — | -3.14% | |
| 10 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.02% | — | +11.13% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.02% | — | +54.12% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.02% | — | -6.68% | |
| 13 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 14 | FSCO | Fs Credit Opportunities CORP | Stock-Other | 0.02% | — | +4.37% | |
| 15 | IAU | Ishares Gold Trust | ETF-Commodities | 0.02% | — | -8.95% | |
| 16 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.02% | — | +11.80% | |
| 17 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.02% | — | +3.63% | |
| 18 | IAPR | Innovator International Deve | ETF-Other | 0.02% | — | — | |
| 19 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.02% | — | -1.19% | |
| 20 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.02% | — | +8.24% | |
| 21 | USB | US Bancorp | Stock-Financials | 0.02% | — | +2.52% | |
| 22 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.02% | — | +1.43% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | — | -13.87% | |
| 24 | A | Agilent Technologies INC | Stock-Healthcare | 0.02% | — | +3.14% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.02% | — | -53.69% | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.02% | — | -1.88% | |
| 27 | NEE | Nextera Energy INC | Stock-Utilities | 0.02% | — | +3.72% | |
| 28 | CHE | Chemed CORP | Stock-Healthcare | 0.02% | — | +1.53% | |
| 29 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.02% | — | +1.76% | |
| 30 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.02% | — | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.02% | — | -2.52% | |
| 32 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.02% | — | +14.63% | |
| 33 | PEP | Pepsico INC | Stock-Consumer Staples | 0.02% | — | +20.95% | |
| 34 | VOX | Vanguard Communication Servi | ETF-Other | 0.02% | — | — | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.02% | — | — | |
| 36 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.02% | — | -9.79% | |
| 37 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.02% | — | +19.36% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.02% | — | +7.60% | |
| 39 | UAPR | Innovator U.s. Equity Ultra | ETF-Other | 0.02% | — | — | |
| 40 | CAT | Caterpillar INC | Stock-Industrials | 0.02% | +0.02% | +27.76% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.02% | — | +5.60% | |
| 42 | FPEI | First Trust Institutional Pr | ETF-Other | 0.02% | — | — | |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.02% | — | +23.87% | |
| 44 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.02% | — | -5.53% | |
| 45 | QCOM | Qualcomm INC | Stock-Tech | 0.02% | — | +11.50% | |
| 46 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.02% | — | +4.45% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.02% | — | +0.32% | |
| 48 | OMC | Omnicom Group | Stock-Comm Services | 0.02% | — | -0.94% | |
| 49 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.02% | — | -0.05% | |
| 50 | NTAP | Netapp INC | Stock-Tech | 0.02% | — | +2.32% |