CIK: 0001773830
Total reported value
$1.7B
Showing top 37 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.02% | — | +0.05% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.02% | — | — | |
| 3 | CVX | Chevron CORP | Stock-Energy | 0.02% | — | — | |
| 4 | NFLX | Netflix INC | Stock-Comm Services | 0.02% | — | -4.61% | |
| 5 | INTC | Intel CORP | Stock-Tech | 0.02% | +0.03% | NEW | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.02% | — | +1.40% | |
| 7 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.02% | — | — | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.02% | — | +0.03% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.02% | — | — | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 0.02% | — | — | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.02% | — | +9.80% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 13 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.02% | — | -7.45% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | +0.84% | |
| 15 | ADBE | Adobe INC | Stock-Tech | 0.02% | — | -1.33% | |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.02% | — | +10.27% | |
| 17 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.02% | — | -5.13% | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | -1.57% | |
| 19 | VSEC | Vse CORP | Stock-Industrials | 0.02% | — | — | |
| 20 | IFRA | Ishares US Infrastructure | ETF-Other | 0.02% | — | +0.06% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.02% | — | — | |
| 22 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.02% | — | +0.31% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.02% | — | — | |
| 24 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.02% | — | — | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 0.02% | — | -0.42% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.02% | — | -13.15% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.02% | — | +4.76% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 29 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.02% | — | — | |
| 30 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.02% | — | -5.91% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.02% | — | — | |
| 32 | MXI | Ishares Global Materials ETF | ETF-Other | 0.02% | — | — | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.02% | — | -3.49% | |
| 34 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.02% | — | -10.32% | |
| 35 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 0.01% | — | — | |
| 36 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.01% | — | — | |
| 37 | WEST | Westrock Coffee Co | Stock-Other | 0.01% | — | — |