CIK: 0001773830
Total reported value
$1.7B
Showing top 42 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | Stock-Energy | 0.03% | — | -4.66% | |
| 2 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.03% | — | — | |
| 3 | CRUS | Cirrus Logic INC | Stock-Tech | 0.03% | — | -5.25% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.03% | — | +19.32% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.03% | — | -18.74% | |
| 6 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.03% | — | — | |
| 7 | EPP | Ishares Msci Pacific Ex Japa | ETF-Other | 0.03% | — | — | |
| 8 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | — | — | |
| 9 | IBM | Intl Business Machines CORP | Stock-Tech | 0.03% | — | — | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 0.03% | — | -7.53% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.03% | — | +4.31% | |
| 12 | WRKUSD | Westrock Co | Stock-Other | 0.03% | — | -22.39% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.03% | — | — | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.03% | — | -15.59% | |
| 15 | D | Dominion Energy INC | Stock-Utilities | 0.03% | — | +27.37% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-Other | 0.03% | — | -0.97% | |
| 17 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 0.03% | — | +0.03% | |
| 18 | ENB | Enbridge INC | Stock-Energy | 0.03% | — | +1.70% | |
| 19 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.03% | — | +0.29% | |
| 20 | MKL | Markel Group INC | Stock-Financials | 0.02% | — | — | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.02% | — | — | |
| 22 | TFC | Truist Financial CORP | Stock-Financials | 0.02% | — | — | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | -4.01% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.02% | — | -5.39% | |
| 25 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.02% | — | — | |
| 26 | TXN | Texas Instruments INC | Stock-Tech | 0.02% | — | -25.24% | |
| 27 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.02% | — | +0.20% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.02% | +0.02% | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.02% | — | — | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | -1.45% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | — | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.02% | — | +1.88% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.02% | — | — | |
| 34 | IDU | Ishares US Utilities ETF | ETF-Other | 0.02% | — | — | |
| 35 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.02% | — | +0.47% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.01% | — | +48.80% | |
| 37 | PLTM | Graniteshares Platinum Trust | ETF-Other | 0.01% | — | -12.78% | |
| 38 | YRI | Yamana Gold INC | Stock-Other | 0.01% | — | — | |
| 39 | AFINUSD | Necessity Retail Reit Inc/th | Stock-Other | 0.01% | — | +1.24% | |
| 40 | UP | Wheels Up Experience Inc. | Stock-Other | 0.01% | — | — | |
| 41 | NUV | Nuveen Municipal Value | Stock-Other | 0.01% | — | — | |
| 42 | GGN | Gamco Glbl Gold Ntrl Res INC | Stock-Other | 0.01% | — | -24.31% |