CIK: 0001773830
Total reported value
$1.7B
Showing top 11 holdings (of 211 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.03% | — | — | |
| 2 | UNM | Unum Group | Stock-Financials | 0.03% | — | — | |
| 3 | KBWY | Invesco Kbw Premium Yield Eq | ETF-Other | 0.03% | — | — | |
| 4 | BAX | Baxter International INC | Stock-Healthcare | 0.03% | — | — | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.03% | — | — | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.03% | — | — | |
| 7 | MLPXUSD | Global X Mlp & Energy Infras | ETF-Other | 0.02% | — | — | |
| 8 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.02% | — | — | |
| 9 | GGN | Gamco Glbl Gold Ntrl Res INC | Stock-Other | 0.02% | — | — | |
| 10 | PLTM | Graniteshares Platinum Trust | ETF-Other | 0.02% | — | — | |
| 11 | NUV | Nuveen Municipal Value | Stock-Other | 0.01% | — | — |