CIK: 0001773830
Total reported value
$1.7B
Showing top 50 holdings (of 250 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm INC | Stock-Tech | 0.03% | — | +25.51% | |
| 2 | TXN | Texas Instruments INC | Stock-Tech | 0.03% | — | +23.04% | |
| 3 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.03% | — | -0.12% | |
| 4 | INDA | Ishares Msci India ETF | ETF-Other | 0.03% | — | — | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.03% | — | — | |
| 6 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.03% | — | -1.16% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.03% | — | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.03% | — | -1.50% | |
| 9 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.03% | — | +0.03% | |
| 10 | GD | General Dynamics CORP | Stock-Industrials | 0.03% | — | +2.34% | |
| 11 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.03% | — | — | |
| 12 | TFC | Truist Financial CORP | Stock-Financials | 0.03% | — | -2.13% | |
| 13 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.03% | — | — | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.03% | — | — | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 0.03% | — | -43.50% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.03% | — | +12.37% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.03% | — | -0.68% | |
| 18 | SONO | Sonos INC | Stock-Other | 0.03% | — | — | |
| 19 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | — | — | |
| 20 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.03% | — | +22.55% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.02% | — | — | |
| 22 | DOW | Dow INC | Stock-Materials | 0.02% | — | — | |
| 23 | XLV | Ss Health Care Select Sector | ETF-Other | 0.02% | — | -0.10% | |
| 24 | ENB | Enbridge INC | Stock-Energy | 0.02% | — | +33.77% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.02% | — | +1.35% | |
| 26 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.02% | — | +0.29% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | +0.18% | |
| 28 | MKL | Markel Group INC | Stock-Financials | 0.02% | — | — | |
| 29 | UP | Wheels Up Experience Inc. | Stock-Other | 0.02% | — | +427.41% | |
| 30 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.02% | — | +1.45% | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.02% | — | -23.53% | |
| 32 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.02% | +0.02% | — | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.02% | — | -2.00% | |
| 34 | EQT | Eqt CORP | Stock-Energy | 0.02% | — | — | |
| 35 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.02% | — | — | |
| 36 | MA | Mastercard INC - A | Stock-Financials | 0.02% | — | — | |
| 37 | INDY | Ishares India 50 ETF | ETF-Other | 0.02% | — | — | |
| 38 | PII | Polaris INC | Stock-Consumer Disc | 0.02% | — | +0.46% | |
| 39 | IDU | Ishares US Utilities ETF | ETF-Other | 0.02% | — | — | |
| 40 | MXI | Ishares Global Materials ETF | ETF-Other | 0.02% | — | — | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.02% | — | — | |
| 42 | DRIV | Global X Autonomous&elec-etf | ETF-Other | 0.02% | — | — | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.02% | — | — | |
| 44 | LIT | Global X Lithium & Battery T | ETF-Other | 0.02% | — | — | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.02% | +0.02% | -0.08% | |
| 46 | PLTM | Graniteshares Platinum Trust | ETF-Other | 0.01% | — | +8.90% | |
| 47 | AFINUSD | Necessity Retail Reit Inc/th | Stock-Other | 0.01% | — | -1.05% | |
| 48 | YRI | Yamana Gold INC | Stock-Other | 0.01% | — | — | |
| 49 | NUV | Nuveen Municipal Value | Stock-Other | 0.01% | — | — | |
| 50 | GGN | Gamco Glbl Gold Ntrl Res INC | Stock-Other | 0.01% | — | -1.08% |