CIK: 0001773830
Total reported value
$1.7B
Showing top 34 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.03% | — | — | |
| 2 | TFC | Truist Financial CORP | Stock-Financials | 0.03% | — | — | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.03% | — | +25.23% | |
| 4 | SAM | Boston Beer Company Inc-a | Stock-Consumer Staples | 0.03% | — | — | |
| 5 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.03% | — | +1.02% | |
| 6 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.03% | — | — | |
| 7 | GD | General Dynamics CORP | Stock-Industrials | 0.03% | — | -27.98% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.03% | — | — | |
| 9 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.03% | — | +2.75% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.03% | — | — | |
| 11 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | — | — | |
| 12 | PII | Polaris INC | Stock-Consumer Disc | 0.03% | — | — | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.02% | — | — | |
| 14 | SWBI | Smith & Wesson Brands INC | Stock-Other | 0.02% | — | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | — | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 0.02% | — | — | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.02% | +0.02% | +17.76% | |
| 18 | AIA | Ishares Asia 50 ETF | ETF-Other | 0.02% | — | — | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.02% | — | +0.54% | |
| 21 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.02% | +0.02% | — | |
| 22 | INDY | Ishares India 50 ETF | ETF-Other | 0.02% | — | — | |
| 23 | OCGN | Ocugen INC | Stock-Other | 0.02% | — | — | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.02% | — | -2.07% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.02% | — | — | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 0.02% | — | — | |
| 27 | IYF | Ishares US Financials ETF | ETF-Other | 0.02% | — | — | |
| 28 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | — | — | |
| 29 | EQT | Eqt CORP | Stock-Energy | 0.02% | — | — | |
| 30 | PLTM | Graniteshares Platinum Trust | ETF-Other | 0.02% | — | — | |
| 31 | AFINUSD | Necessity Retail Reit Inc/th | Stock-Other | 0.02% | — | — | |
| 32 | NUV | Nuveen Municipal Value | Stock-Other | 0.01% | — | — | |
| 33 | GGN | Gamco Glbl Gold Ntrl Res INC | Stock-Other | 0.01% | — | +5.08% | |
| 34 | ✓ | Ashford Hospitality Tr INC | Stock-Other | — | — | — |