CIK: 0001238990
Total reported value
$1.7B
Showing top 21 holdings (of 221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMGN | Amgen INC | Stock-Healthcare | 0.02% | — | — | |
| 2 | MSI | Motorola Solutions INC | Stock-Tech | 0.02% | — | +0.41% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.01% | — | +200.00% | |
| 4 | EPM | Evolution Petroleum CORP | Stock-Other | 0.01% | — | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.01% | — | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.01% | — | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.01% | — | +1379.31% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 0.01% | — | -94.54% | |
| 10 | MIR | Mirion Technologies INC | Stock-Industrials | 0.01% | — | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | — | — | +9.41% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | — | — | — | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | — | — | — | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | — | — | — | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-Other | — | — | — | |
| 16 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | — | — | — | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | — | — | — | |
| 18 | VONE | Vanguard Russell 1000 | ETF-Other | — | — | — | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | — | — | — | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | — | — | — | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | — | — | — |