CIK: 0001733472
Total reported value
$343.5M
Showing top 200 holdings (of 840 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 0.01% | — | — | |
| 2 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.01% | — | — | |
| 3 | GRMN | Garmin Ltd. | Stock-Tech | 0.01% | — | — | |
| 4 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.01% | — | — | |
| 5 | NET | Cloudflare INC - Class A | Stock-Tech | 0.01% | — | -11.45% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 7 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.01% | — | — | |
| 8 | FTNT | Fortinet INC | Stock-Tech | 0.01% | — | +0.28% | |
| 9 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.01% | — | — | |
| 10 | CRM | Salesforce INC | Stock-Tech | 0.01% | — | -1.59% | |
| 11 | NEE | Nextera Energy INC | Stock-Utilities | 0.01% | — | +0.78% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.01% | — | — | |
| 13 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.01% | — | -0.96% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.01% | — | -29.57% | |
| 15 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.01% | — | +0.46% | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.01% | — | — | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.01% | — | +1.49% | |
| 18 | MET | Metlife INC | Stock-Financials | 0.01% | — | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.01% | — | — | |
| 20 | CI | THE Cigna Group | Stock-Healthcare | 0.01% | — | -13.21% | |
| 21 | WING | Wingstop INC | Stock-Consumer Disc | 0.01% | — | — | |
| 22 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.01% | — | — | |
| 23 | ZS | Zscaler INC | Stock-Tech | 0.01% | — | -11.34% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.01% | — | -59.87% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.01% | — | +4.12% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.01% | — | — | |
| 27 | GWW | Ww Grainger INC | Stock-Industrials | 0.01% | — | — | |
| 28 | CAG | Conagra Brands INC | Stock-Consumer Staples | 0.01% | — | +0.33% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | — | |
| 30 | NURE | Nuveen Shortterm Reit ETF | ETF-Other | 0.01% | — | +15.72% | |
| 31 | ED | Consolidated Edison INC | Stock-Utilities | 0.01% | — | +3.27% | |
| 32 | EXK | Exact Sciences CORP | Stock-Materials | 0.01% | — | — | |
| 33 | HCKT | Hackett Group Inc/the | Stock-Other | 0.01% | — | — | |
| 34 | QQQH | Neos Ndq-100 Hg Eq INC ETF | ETF-Other | 0.01% | — | — | |
| 35 | OLED | Universal Display CORP | Stock-Tech | 0.01% | — | — | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.01% | — | -0.42% | |
| 37 | PRGS | Progress Software CORP | Stock-Other | 0.01% | — | — | |
| 38 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | -98.08% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-Other | 0.01% | — | — | |
| 40 | VRTX | Vertex Pharmaceuticals INC | Stock-Healthcare | 0.01% | — | -2.08% | |
| 41 | URNM | Sprott Uranium Miners ETF | ETF-Other | 0.01% | — | +58.12% | |
| 42 | SOLZ | Solana ETF | ETF-Other | 0.01% | — | — | |
| 43 | SRE | Sempra | Stock-Utilities | 0.01% | — | — | |
| 44 | GRPM | Invesco S&p Midcap 400 Garp | ETF-Other | 0.01% | — | — | |
| 45 | DUOL | Duolingo | Stock-Tech | 0.01% | — | -11.86% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-Other | 0.01% | — | — | |
| 47 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.01% | — | +3.13% | |
| 48 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.01% | — | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.01% | — | — | |
| 50 | CRWD | Crowdstrike Holdings INC - A | Stock-Tech | 0.01% | — | -17.50% |