CIK: 0001697300
Total reported value
$2.8B
Showing top 200 holdings (of 625 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications INC | Stock-Comm Services | 0.09% | — | +4.41% | |
| 2 | AXSM | Axsome Therapeutics INC | Stock-Healthcare | 0.08% | — | +0.71% | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.08% | — | -1.31% | |
| 4 | WM | Waste Management INC | Stock-Industrials | 0.08% | — | -1.25% | |
| 5 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.08% | — | +9.93% | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.08% | — | +5.28% | |
| 7 | SOUN | Soundhound Ai Inc-a | Stock-Tech | 0.08% | — | -5.06% | |
| 8 | UWM | Proshares Ultra Russell2000 | ETF-Other | 0.08% | — | — | |
| 9 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.08% | — | -0.92% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | — | +0.41% | |
| 11 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.08% | — | +13.12% | |
| 12 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.08% | — | -7.17% | |
| 13 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.08% | — | +36.41% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.08% | — | -3.66% | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 0.08% | — | -6.63% | |
| 16 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.08% | -0.17% | -7.11% | |
| 17 | USO | United States Oil Fund LP | ETF-Other | 0.07% | — | — | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.07% | — | +2.19% | |
| 19 | PH | Parker Hannifin CORP | Stock-Industrials | 0.07% | — | +1.39% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.07% | — | -0.97% | |
| 21 | CGCB | Cap Group Core Bond | ETF-Other | 0.07% | — | +3.32% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-Other | 0.07% | — | +3.10% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 0.07% | — | -0.07% | |
| 24 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.07% | — | -11.23% | |
| 25 | QLD | Proshares Ultra Qqq | ETF-Other | 0.07% | — | +8.67% | |
| 26 | PHM | Pultegroup INC | Stock-Consumer Disc | 0.07% | — | +0.72% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.07% | — | -3.23% | |
| 28 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.07% | — | +593.42% | |
| 29 | CGGO | Cap Group Global Growth | ETF-Other | 0.07% | — | +0.89% | |
| 30 | BAC | Bank Of America CORP | Stock-Financials | 0.07% | — | +8.33% | |
| 31 | ENVX | Enovix CORP | Stock-Other | 0.07% | — | +11.99% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.07% | — | -1.95% | |
| 33 | T | At&t INC | Stock-Comm Services | 0.06% | — | +1.71% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.06% | — | +1.21% | |
| 35 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.06% | — | +0.19% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.06% | — | -0.26% | |
| 37 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.06% | — | +0.89% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.06% | — | +6.55% | |
| 39 | KR | Kroger Co | Stock-Consumer Staples | 0.06% | — | -1.97% | |
| 40 | HON | Honeywell International INC | Stock-Industrials | 0.06% | — | -2.64% | |
| 41 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.06% | — | — | |
| 42 | DVA | Davita INC | Stock-Healthcare | 0.06% | — | +4.87% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-Other | 0.06% | — | +0.02% | |
| 44 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.06% | — | +55.25% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.06% | — | -4.95% | |
| 46 | FRT | Federal Realty Invs Trust | Stock-Real Estate | 0.06% | — | — | |
| 47 | AIRR | First Trust Rba American Ind | ETF-Other | 0.06% | — | — | |
| 48 | CSCO | Cisco Systems INC | Stock-Tech | 0.06% | — | +2.92% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.06% | — | +12.71% | |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.06% | — | +0.10% |