CIK: 0001773830
Total reported value
$1.7B
Showing top 49 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GD | General Dynamics CORP | Stock-Industrials | 0.03% | — | -3.31% | |
| 2 | EQT | Eqt CORP | Stock-Energy | 0.03% | — | — | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.03% | — | +13.08% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.03% | — | +7.77% | |
| 5 | CRUS | Cirrus Logic INC | Stock-Tech | 0.03% | — | -11.22% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.03% | — | -19.09% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 0.03% | — | — | |
| 8 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.03% | — | +0.05% | |
| 9 | INDA | Ishares Msci India ETF | ETF-Other | 0.03% | — | — | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.03% | — | +2.91% | |
| 11 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.03% | — | — | |
| 12 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.03% | — | — | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.03% | — | +49.74% | |
| 14 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | — | — | |
| 15 | NFLX | Netflix INC | Stock-Comm Services | 0.03% | — | -18.80% | |
| 16 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.03% | — | — | |
| 17 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.03% | — | +0.03% | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.03% | — | — | |
| 19 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.03% | — | -11.89% | |
| 20 | TFC | Truist Financial CORP | Stock-Financials | 0.03% | — | -2.34% | |
| 21 | QCOM | Qualcomm INC | Stock-Tech | 0.03% | — | +0.10% | |
| 22 | MKL | Markel Group INC | Stock-Financials | 0.03% | — | — | |
| 23 | SONO | Sonos INC | Stock-Other | 0.03% | — | -2.40% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.02% | — | — | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.02% | — | +1.63% | |
| 26 | ENB | Enbridge INC | Stock-Energy | 0.02% | — | -16.91% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | -11.93% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.02% | — | — | |
| 29 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.02% | — | +22.65% | |
| 30 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.02% | — | +0.57% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | +1.61% | |
| 32 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.02% | — | +0.38% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.02% | — | — | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.02% | — | +19.22% | |
| 35 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.02% | — | +0.46% | |
| 36 | D | Dominion Energy INC | Stock-Utilities | 0.02% | — | — | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.02% | — | — | |
| 38 | IDU | Ishares US Utilities ETF | ETF-Other | 0.02% | — | — | |
| 39 | MXI | Ishares Global Materials ETF | ETF-Other | 0.02% | — | — | |
| 40 | CVS | Cvs Health CORP | Stock-Healthcare | 0.02% | — | -8.02% | |
| 41 | INDY | Ishares India 50 ETF | ETF-Other | 0.02% | — | — | |
| 42 | PII | Polaris INC | Stock-Consumer Disc | 0.02% | — | +0.56% | |
| 43 | PLTM | Graniteshares Platinum Trust | ETF-Other | 0.02% | — | +1.41% | |
| 44 | UP | Wheels Up Experience Inc. | Stock-Other | 0.01% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.01% | — | — | |
| 46 | YRI | Yamana Gold INC | Stock-Other | 0.01% | — | — | |
| 47 | AFINUSD | Necessity Retail Reit Inc/th | Stock-Other | 0.01% | — | -11.49% | |
| 48 | GGN | Gamco Glbl Gold Ntrl Res INC | Stock-Other | 0.01% | — | — | |
| 49 | NUV | Nuveen Municipal Value | Stock-Other | 0.01% | — | — |