CIK: 0001773830
Total reported value
$1.7B
Showing top 43 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SONO | Sonos INC | Stock-Other | 0.03% | — | +0.05% | |
| 2 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | — | +0.07% | |
| 3 | TFC | Truist Financial CORP | Stock-Financials | 0.03% | — | +1.32% | |
| 4 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.03% | — | — | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.03% | — | — | |
| 6 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.03% | — | — | |
| 7 | SO | Southern Co/the | Stock-Utilities | 0.03% | — | +0.10% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.03% | — | -37.65% | |
| 9 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.03% | — | — | |
| 10 | GD | General Dynamics CORP | Stock-Industrials | 0.03% | — | +2.33% | |
| 11 | MO | Altria Group INC | Stock-Consumer Staples | 0.03% | — | +3.68% | |
| 12 | TXN | Texas Instruments INC | Stock-Tech | 0.03% | — | +32.50% | |
| 13 | DOW | Dow INC | Stock-Materials | 0.03% | — | -1.82% | |
| 14 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | — | +2.50% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.03% | — | +3.32% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.03% | — | — | |
| 17 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.02% | — | +0.27% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.02% | — | — | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 0.02% | — | — | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | +12.79% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 0.02% | — | +4.48% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 0.02% | — | +15.03% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.02% | — | — | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.02% | +0.02% | — | |
| 25 | INDY | Ishares India 50 ETF | ETF-Other | 0.02% | — | — | |
| 26 | MKL | Markel Group INC | Stock-Financials | 0.02% | — | — | |
| 27 | PII | Polaris INC | Stock-Consumer Disc | 0.02% | — | +0.46% | |
| 28 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 29 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.02% | — | +1.08% | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.02% | — | — | |
| 31 | ENB | Enbridge INC | Stock-Energy | 0.02% | — | — | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.02% | +0.02% | — | |
| 33 | EQT | Eqt CORP | Stock-Energy | 0.02% | — | — | |
| 34 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.02% | — | — | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.02% | — | -4.06% | |
| 36 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.02% | +0.02% | -4.14% | |
| 37 | QCOM | Qualcomm INC | Stock-Tech | 0.02% | — | +0.06% | |
| 38 | PLTM | Graniteshares Platinum Trust | ETF-Other | 0.01% | — | +0.22% | |
| 39 | AFINUSD | Necessity Retail Reit Inc/th | Stock-Other | 0.01% | — | -5.06% | |
| 40 | NUV | Nuveen Municipal Value | Stock-Other | 0.01% | — | — | |
| 41 | YRI | Yamana Gold INC | Stock-Other | 0.01% | — | — | |
| 42 | GGN | Gamco Glbl Gold Ntrl Res INC | Stock-Other | 0.01% | — | +10.90% | |
| 43 | UP | Wheels Up Experience Inc. | Stock-Other | 0.01% | — | — |