CIK: 0001773830
Total reported value
$1.7B
Showing top 34 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.02% | — | — | |
| 2 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.02% | — | -19.31% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | — | |
| 5 | SO | Southern Co/the | Stock-Utilities | 0.02% | — | -20.68% | |
| 6 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.02% | — | +5.68% | |
| 7 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.02% | — | +0.14% | |
| 8 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.02% | — | -14.71% | |
| 9 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.02% | — | -22.77% | |
| 10 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.02% | — | — | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.02% | — | -59.96% | |
| 12 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.02% | — | — | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 0.02% | — | -3.47% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 0.02% | — | — | |
| 15 | IFRA | Ishares US Infrastructure | ETF-Other | 0.02% | — | +0.04% | |
| 16 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.02% | — | — | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 0.02% | — | +2.64% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.02% | — | +0.02% | |
| 19 | GNR | State Street Spdr S&p Global | ETF-Other | 0.02% | — | -30.16% | |
| 20 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.02% | — | -9.45% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 22 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | -6.18% | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.02% | — | — | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.02% | — | — | |
| 25 | INTC | Intel CORP | Stock-Tech | 0.02% | +0.03% | NEW | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.02% | — | -1.74% | |
| 27 | ADBE | Adobe INC | Stock-Tech | 0.02% | — | -8.86% | |
| 28 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.02% | — | — | |
| 29 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.02% | — | — | |
| 30 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 0.02% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.02% | — | — | |
| 32 | SPXS1EUR | Direxion Dly S&p 500 Bear 3x | ETF-Large Cap & Growth | 0.01% | — | — | |
| 33 | WEST | Westrock Coffee Co | Stock-Other | 0.01% | — | — | |
| 34 | MDCX | Medicus Pharma LTD | Stock-Other | 0.01% | — | — |