CIK: 0001759654
Total reported value
$59.9B
Showing top 200 holdings (of 2555 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.29% | -0.23% | +47.04% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | -0.96% | +38.60% | |
| 3 | AAPL | Apple INC | Stock-Tech | 3.91% | -0.26% | +30.47% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.55% | — | +32.16% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.14% | -0.25% | +33.72% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | -0.16% | +43.10% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 1.21% | -0.15% | +46.23% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | +0.04% | +32.64% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.09% | -0.09% | +42.77% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.06% | +52.17% | |
| 11 | TSLA | Tesla INC | Stock-Consumer Disc | 0.86% | — | +44.61% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.14% | +27.27% | |
| 13 | NFLX | Netflix INC | Stock-Comm Services | 0.74% | — | +24.83% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | +0.10% | +44.50% | |
| 15 | DASH | Doordash INC - A | Stock-Consumer Disc | 0.63% | -0.12% | +74.74% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | — | +32.85% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | — | +32.82% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | +0.20% | +61.14% | |
| 19 | WMT | Walmart INC | Stock-Consumer Staples | 0.53% | +0.07% | +33.22% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | — | +33.02% | |
| 21 | MA | Mastercard INC - A | Stock-Financials | 0.48% | — | +30.34% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | — | +33.06% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.44% | — | +131.27% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | +0.14% | +30.45% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | — | +41.00% | |
| 26 | SSD | Simpson Manufacturing Co INC | Stock-Materials | 0.39% | — | +0.15% | |
| 27 | HD | Home Depot INC | Stock-Consumer Disc | 0.38% | — | +37.96% | |
| 28 | ACN | Accenture plc | Stock-Tech | 0.36% | -0.15% | +34.44% | |
| 29 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | +0.02% | +29.54% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.34% | — | +43.59% | |
| 31 | INTU | Intuit INC | Stock-Tech | 0.32% | — | +140.09% | |
| 32 | CSCO | Cisco Systems INC | Stock-Tech | 0.32% | — | +28.73% | |
| 33 | ABBV | Abbvie INC | Stock-Healthcare | 0.31% | — | +28.23% | |
| 34 | GS | Goldman Sachs Group INC | Stock-Financials | 0.31% | — | +52.50% | |
| 35 | ANET | Arista Networks INC | Stock-Tech | 0.30% | — | +105.76% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.29% | -0.13% | +29.67% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.29% | — | +58.11% | |
| 38 | QCOM | Qualcomm INC | Stock-Tech | 0.28% | -0.16% | -1.20% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.28% | — | +23.23% | |
| 40 | CRM | Salesforce INC | Stock-Tech | 0.27% | -0.12% | +24.25% | |
| 41 | MSCI | Msci INC | Stock-Financials | 0.27% | — | -2.35% | |
| 42 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.27% | — | +20.57% | |
| 43 | UBER | Uber Technologies INC | Stock-Industrials | 0.26% | — | +26.82% | |
| 44 | C | Citigroup INC | Stock-Financials | 0.24% | — | +57.10% | |
| 45 | ADBE | Adobe INC | Stock-Tech | 0.24% | -0.12% | +51.70% | |
| 46 | AMGN | Amgen INC | Stock-Healthcare | 0.24% | — | +10.75% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.23% | — | +1.37% | |
| 48 | GE | General Electric | Stock-Industrials | 0.23% | — | +48.12% | |
| 49 | NOW | Servicenow INC | Stock-Tech | 0.22% | — | +42.10% | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | +0.03% | +36.67% |