CIK: 0001773830
Total reported value
$1.7B
Showing top 26 holdings (of 226 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | — | |
| 2 | IBM | Intl Business Machines CORP | Stock-Tech | 0.02% | — | — | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 4 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.02% | — | +0.59% | |
| 5 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.02% | — | +8.28% | |
| 6 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.02% | — | -0.43% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.02% | — | +17.92% | |
| 8 | XLK | Ss Technology Select Sector | ETF-Tech | 0.02% | — | — | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.02% | — | -2.02% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.02% | — | +7.78% | |
| 11 | LOB | Live Oak Bancshares INC | Stock-Other | 0.02% | — | — | |
| 12 | GNR | State Street Spdr S&p Global | ETF-Other | 0.02% | — | — | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.02% | — | +0.10% | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.02% | — | -7.61% | |
| 15 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.02% | — | — | |
| 16 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.02% | — | — | |
| 19 | IFRA | Ishares US Infrastructure | ETF-Other | 0.02% | — | -8.13% | |
| 20 | INTC | Intel CORP | Stock-Tech | 0.02% | +0.03% | NEW | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.02% | — | -1.54% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.02% | — | -33.54% | |
| 23 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.02% | — | — | |
| 24 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.02% | — | — | |
| 25 | MDCX | Medicus Pharma LTD | Stock-Other | 0.01% | — | +0.34% | |
| 26 | WEST | Westrock Coffee Co | Stock-Other | 0.01% | — | — |