CIK: 0001697300
Total reported value
$2.8B
Showing top 200 holdings (of 752 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 0.09% | — | +2.32% | |
| 2 | PM | Philip Morris International | Stock-Consumer Staples | 0.09% | — | +0.43% | |
| 3 | APP | Applovin Corp-class A | Stock-Tech | 0.09% | — | -15.21% | |
| 4 | DRI | Darden Restaurants INC | Stock-Consumer Disc | 0.08% | — | — | |
| 5 | AXP | American Express Co | Stock-Financials | 0.08% | — | +14.34% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.08% | — | +18.61% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.08% | — | +0.84% | |
| 8 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.08% | — | +265.74% | |
| 9 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.08% | — | — | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.08% | — | +5.86% | |
| 11 | PGR | Progressive CORP | Stock-Financials | 0.08% | — | +14.74% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.08% | — | -3.12% | |
| 13 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.08% | -0.08% | EXIT | |
| 14 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 0.08% | — | +2.53% | |
| 15 | VZ | Verizon Communications INC | Stock-Comm Services | 0.08% | — | +7.59% | |
| 16 | GS | Goldman Sachs Group INC | Stock-Financials | 0.08% | — | +8.02% | |
| 17 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.08% | — | -2.10% | |
| 18 | CDNS | Cadence Design Sys INC | Stock-Tech | 0.08% | — | +5.23% | |
| 19 | INOD | Innodata INC | Stock-Other | 0.08% | — | +237.63% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 0.07% | — | +24.23% | |
| 21 | CFG | Citizens Financial Group | Stock-Financials | 0.07% | — | — | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.07% | — | -1.68% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.07% | — | +1.61% | |
| 24 | CGGO | Cap Group Global Growth | ETF-Other | 0.07% | — | +0.13% | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.07% | — | +15.78% | |
| 26 | QCOM | Qualcomm INC | Stock-Tech | 0.07% | — | +12.20% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.07% | — | +152.54% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.07% | — | +25.52% | |
| 29 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.07% | — | +5.73% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.07% | — | -82.31% | |
| 31 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.07% | — | +96.80% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.07% | — | +290.77% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.07% | — | -0.24% | |
| 34 | MU | Micron Technology INC | Stock-Tech | 0.07% | +0.50% | +63.35% | |
| 35 | CSCO | Cisco Systems INC | Stock-Tech | 0.07% | — | +11.33% | |
| 36 | IEV | Ishares Europe ETF | ETF-Other | 0.07% | — | +0.66% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.07% | — | -1.78% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.07% | — | +10.43% | |
| 39 | RIOT | Riot Platforms INC | Stock-Financials | 0.07% | — | -5.60% | |
| 40 | SOXQ | Invesco Phlx Semiconductor | ETF-Other | 0.07% | — | — | |
| 41 | QLD | Proshares Ultra Qqq | ETF-Other | 0.06% | — | +100.70% | |
| 42 | PFE | Pfizer INC | Stock-Healthcare | 0.06% | — | -2.47% | |
| 43 | T | At&t INC | Stock-Comm Services | 0.06% | — | +6.45% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.06% | — | +0.93% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.06% | — | +1.03% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.06% | — | -21.71% | |
| 47 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.06% | — | -0.04% | |
| 48 | WM | Waste Management INC | Stock-Industrials | 0.06% | — | +1.64% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.06% | — | +0.26% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.06% | — | +23.53% |