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 | SQM | Quimica Y Minera Chil-sp Adr | Stock-Other | 0.02% | — | — | |
| 2 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.02% | — | +0.06% | |
| 3 | IBM | Intl Business Machines CORP | Stock-Tech | 0.02% | — | -0.36% | |
| 4 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.02% | — | +0.04% | |
| 5 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.02% | — | — | |
| 6 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.02% | — | — | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.02% | — | +3.50% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.02% | — | — | |
| 10 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 0.02% | — | -7.54% | |
| 11 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.02% | — | — | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.02% | — | — | |
| 13 | RXI | Ishares Global Consumer Disc | ETF-Other | 0.02% | — | — | |
| 14 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.02% | — | -16.87% | |
| 15 | GNR | State Street Spdr S&p Global | ETF-Other | 0.02% | — | — | |
| 16 | XEL | Xcel Energy INC | Stock-Utilities | 0.02% | — | — | |
| 17 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.02% | — | -7.19% | |
| 18 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.02% | — | -8.65% | |
| 19 | MA | Mastercard INC - A | Stock-Financials | 0.02% | — | — | |
| 20 | CRS | Carpenter Technology | Stock-Industrials | 0.02% | — | — | |
| 21 | QLD | Proshares Ultra Qqq | ETF-Other | 0.02% | — | — | |
| 22 | IFRA | Ishares US Infrastructure | ETF-Other | 0.02% | — | +0.02% | |
| 23 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.02% | — | -1.82% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.02% | — | -15.50% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.02% | — | +0.73% | |
| 26 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.02% | — | — | |
| 27 | GD | General Dynamics CORP | Stock-Industrials | 0.02% | — | -1.54% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | -2.30% | |
| 29 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.02% | — | — | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.01% | — | — | |
| 31 | ED | Consolidated Edison INC | Stock-Utilities | 0.01% | — | — | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.01% | — | -12.29% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.01% | — | +0.60% | |
| 34 | AIA | Ishares Asia 50 ETF | ETF-Other | 0.01% | — | — | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.01% | — | -30.35% | |
| 36 | MRVL | Marvell Technology INC | Stock-Tech | 0.01% | — | — | |
| 37 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.01% | — | -0.42% | |
| 38 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 0.01% | — | — | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.01% | — | — | |
| 40 | MXI | Ishares Global Materials ETF | ETF-Other | 0.01% | — | — | |
| 41 | GE | General Electric | Stock-Industrials | 0.01% | — | — | |
| 42 | WEST | Westrock Coffee Co | Stock-Other | — | — | — |