CIK: 0001759654
Total reported value
$59.9B
Showing top 200 holdings (of 2918 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.71% | -0.23% | +44.67% | |
| 2 | AAPL | Apple INC | Stock-Tech | 5.06% | -0.26% | +64.79% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.96% | +41.39% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.96% | -0.25% | +44.98% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | — | +16.04% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.66% | -0.16% | +37.44% | |
| 7 | AVGO | Broadcom INC | Stock-Tech | 1.37% | -0.15% | +49.71% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.31% | -0.09% | +38.53% | |
| 9 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.26% | -0.47% | +110214.68% | |
| 10 | TSLA | Tesla INC | Stock-Consumer Disc | 1.08% | — | +41.64% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | +0.04% | +32.35% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.06% | +33.23% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | — | +101.15% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.64% | +0.14% | +26.49% | |
| 15 | NFLX | Netflix INC | Stock-Comm Services | 0.60% | — | +43.42% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | — | +121.50% | |
| 17 | WMT | Walmart INC | Stock-Consumer Staples | 0.54% | +0.07% | +53.33% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | +0.14% | +64.55% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | — | +36.63% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | +0.10% | +26.51% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | +0.20% | +33.93% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | — | +27.46% | |
| 23 | DASH | Doordash INC - A | Stock-Consumer Disc | 0.47% | -0.12% | +7.15% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | — | +47.96% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | — | +39.60% | |
| 26 | MA | Mastercard INC - A | Stock-Financials | 0.43% | — | +39.43% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.42% | — | +53.63% | |
| 28 | HD | Home Depot INC | Stock-Consumer Disc | 0.41% | — | +53.92% | |
| 29 | ABBV | Abbvie INC | Stock-Healthcare | 0.38% | — | +54.86% | |
| 30 | HOOD | Robinhood Markets INC - A | Stock-Financials | 0.38% | -0.14% | +392.17% | |
| 31 | ANET | Arista Networks INC | Stock-Tech | 0.36% | — | +31.38% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.35% | -0.13% | +81.29% | |
| 33 | GS | Goldman Sachs Group INC | Stock-Financials | 0.32% | — | +42.92% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.29% | — | +47.58% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.29% | -0.15% | +58.19% | |
| 36 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.29% | — | +110.98% | |
| 37 | CSCO | Cisco Systems INC | Stock-Tech | 0.29% | — | +45.22% | |
| 38 | LRCX | Lam Research CORP | Stock-Tech | 0.29% | +0.05% | +46.86% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | +0.02% | +28.04% | |
| 40 | GE | General Electric | Stock-Industrials | 0.28% | — | +65.60% | |
| 41 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.27% | — | +53.18% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.27% | — | +37.73% | |
| 43 | SSD | Simpson Manufacturing Co INC | Stock-Materials | 0.26% | — | +0.40% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.26% | -0.13% | +43.78% | |
| 45 | QCOM | Qualcomm INC | Stock-Tech | 0.26% | -0.16% | +39.43% | |
| 46 | PANW | Palo Alto Networks INC | Stock-Tech | 0.25% | — | +83.51% | |
| 47 | CAT | Caterpillar INC | Stock-Industrials | 0.25% | +0.06% | +45.97% | |
| 48 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.25% | — | +129.12% | |
| 49 | C | Citigroup INC | Stock-Financials | 0.24% | — | +34.96% | |
| 50 | GD | General Dynamics CORP | Stock-Industrials | 0.24% | — | +60.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2% | +44.67% | Add |
| 2 | AVGO | Broadcom INC | +0.6% | +49.71% | Add |
| 3 | MSFT | Microsoft CORP | +0.5% | +41.39% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +37.44% | Add |
| 5 | TSLA | Tesla INC | +0.4% | +41.64% | Add |
| 6 | HOOD | Robinhood Markets INC - A | +0.4% | +392.17% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +38.53% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +27.46% | Add |
| 9 | APP | Applovin Corp-class A | +0.3% | +81.29% | Add |
| 10 | RBLX | Roblox CORP -class A | +0.2% | +53.18% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +101.15% | Add |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +121.50% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | +53.63% | Add |
| 14 | ANET | Arista Networks INC | +0.2% | +31.38% | Add |
| 15 | AAPL | Apple INC | +0.2% | +64.79% | Add |
| 16 | COIN | Coinbase Global INC -class A | +0.1% | +343.69% | Add |
| 17 | LRCX | Lam Research CORP | +0.1% | +46.86% | Add |
| 18 | KRC | Kilroy Realty CORP | +0.1% | +92.95% | Add |
| 19 | GE | General Electric | +0.1% | +65.60% | Add |
| 20 | MNST | Monster Beverage CORP | +0.1% | +129.12% | Add |
| 21 | ADSK | Autodesk INC | +0.1% | +177.80% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +33.23% | Add |
| 23 | GS | Goldman Sachs Group INC | +0.1% | +42.92% | Add |
| 24 | MAS | Masco CORP | +0.1% | +77.15% | Add |
| 25 | DASH | Doordash INC - A | +0.1% | +7.15% | Add |
| 26 | INTU | Intuit INC | +0.1% | +25.42% | Add |
| 27 | C | Citigroup INC | +0.1% | +34.96% | Add |
| 28 | GD | General Dynamics CORP | 0% | +60.00% | Add |
| 29 | MS | Morgan Stanley | 0% | +43.56% | Add |
| 30 | BAC | Bank Of America CORP | 0% | +37.73% | Add |
| 31 | PANW | Palo Alto Networks INC | 0% | +83.51% | Add |
| 32 | CAT | Caterpillar INC | 0% | +45.97% | Add |
| 33 | WMT | Walmart INC | — | +53.33% | Add |
| 34 | JNJ | Johnson & Johnson | — | +64.55% | Add |
| 35 | HD | Home Depot INC | 0% | +53.92% | Add |
| 36 | NFLX | Netflix INC | 0% | +43.42% | Add |
| 37 | RTX | Rtx CORP | 0% | +47.58% | Add |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | +39.60% | Add |
| 39 | ABBV | Abbvie INC | 0% | +54.86% | Add |
| 40 | CSCO | Cisco Systems INC | 0% | +45.22% | Add |
| 41 | XOM | Exxon Mobil CORP | -0.1% | +33.93% | Add |
| 42 | MA | Mastercard INC - A | -0.1% | +39.43% | Add |
| 43 | AMZN | Amazon.com INC | -0.1% | +44.98% | Add |
| 44 | LLY | Eli Lilly & Co | -0.2% | +47.96% | Add |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +26.49% | Add |
| 46 | COST | Costco Wholesale CORP | -0.2% | +26.51% | Add |
| 47 | V | Visa Inc-class A Shares | -0.2% | +36.63% | Add |
| 48 | META | Meta Platforms Inc-class A | -0.4% | +16.04% | Add |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +32.35% | Add |
| 50 | RDDT | Reddit Inc-cl A | — | NEW | New buy |