CIK: 0001773830
Total reported value
$1.7B
Showing top 31 holdings (of 231 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.02% | — | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.02% | — | — | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 0.02% | — | +28.32% | |
| 4 | T | At&t INC | Stock-Comm Services | 0.02% | — | -1.82% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.02% | — | — | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.02% | — | +0.15% | |
| 7 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | +0.03% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.02% | — | — | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.02% | — | -20.99% | |
| 10 | DIVS | Guinness Atkinson Dvd Bl-usd | ETF-Other | 0.02% | — | — | |
| 11 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.02% | — | +2.47% | |
| 12 | RY | Royal Bank Of Canada | Stock-Financials | 0.02% | — | -8.71% | |
| 13 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.02% | — | -53.25% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 15 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.02% | — | — | |
| 16 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.02% | — | -62.77% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 0.02% | — | -16.29% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 0.02% | — | — | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.02% | — | — | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.02% | — | -26.06% | |
| 21 | SWKS | Skyworks Solutions INC | Stock-Tech | 0.02% | — | -13.16% | |
| 22 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.02% | — | -18.37% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.02% | — | — | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.02% | — | -2.53% | |
| 25 | NFLX | Netflix INC | Stock-Comm Services | 0.02% | — | — | |
| 26 | IFRA | Ishares US Infrastructure | ETF-Other | 0.02% | — | — | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 0.02% | — | -7.44% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.02% | — | — | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.02% | — | — | |
| 30 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.02% | — | — | |
| 31 | MXI | Ishares Global Materials ETF | ETF-Other | 0.02% | — | — |