CIK: 0001695490
Total reported value
$2.2B
Showing top 153 holdings (of 353 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.03% | — | — | |
| 2 | ACN | Accenture plc | Stock-Tech | 0.03% | — | +18.43% | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | — | +3.32% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.03% | — | +13.70% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 0.03% | — | +92.70% | |
| 6 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.03% | — | +29.12% | |
| 7 | MRNA | Moderna INC | Stock-Healthcare | 0.03% | — | +5.02% | |
| 8 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.03% | — | +3.00% | |
| 9 | AIA | Ishares Asia 50 ETF | ETF-Other | 0.03% | — | -8.97% | |
| 10 | CB | Chubb Limited | Stock-Financials | 0.03% | — | +43.65% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.03% | — | +3.87% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.03% | — | +2.27% | |
| 13 | DOW | Dow INC | Stock-Materials | 0.02% | — | -6.12% | |
| 14 | WFC | Wells Fargo & Co | Stock-Financials | 0.02% | — | +10.59% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 0.02% | — | +30.96% | |
| 16 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.02% | — | +30.81% | |
| 17 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 0.02% | — | +6.57% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.02% | — | -31.05% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.02% | — | +5.31% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.02% | — | -5.36% | |
| 21 | COP | Conocophillips | Stock-Energy | 0.02% | — | — | |
| 22 | USB | US Bancorp | Stock-Financials | 0.02% | — | +1.55% | |
| 23 | ZM | Zoom Communications INC | Stock-Tech | 0.02% | — | — | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.02% | — | +66.85% | |
| 25 | GE | General Electric | Stock-Industrials | 0.02% | — | -4.01% | |
| 26 | APP | Applovin Corp-class A | Stock-Tech | 0.02% | — | — | |
| 27 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.02% | — | -1.50% | |
| 28 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 29 | CI | THE Cigna Group | Stock-Healthcare | 0.02% | — | -2.05% | |
| 30 | NOW | Servicenow INC | Stock-Tech | 0.02% | — | — | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.02% | — | +5.02% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.02% | — | -24.28% | |
| 33 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.02% | — | -2.32% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.02% | — | -5.72% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.02% | — | -2.80% | |
| 36 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.02% | — | +5.34% | |
| 37 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.02% | — | +58.95% | |
| 38 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.02% | — | +5.28% | |
| 39 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | — | +8.94% | |
| 40 | VOX | Vanguard Communication Servi | ETF-Other | 0.02% | — | +0.25% | |
| 41 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.02% | — | -0.04% | |
| 42 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 0.02% | — | +76.98% | |
| 43 | UBER | Uber Technologies INC | Stock-Industrials | 0.02% | — | — | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.02% | — | +19.87% | |
| 45 | IAPR | Innovator International Deve | ETF-Other | 0.02% | — | — | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.02% | — | +1.61% | |
| 47 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.02% | — | — | |
| 48 | ANET | Arista Networks INC | Stock-Tech | 0.02% | — | — | |
| 49 | NEE | Nextera Energy INC | Stock-Utilities | 0.02% | — | +15.46% | |
| 50 | PEP | Pepsico INC | Stock-Consumer Staples | 0.02% | — | +12.28% |