CIK: 0001632549
Total reported value
$1.9M
Showing top 131 holdings (of 331 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 0.01% | — | — | |
| 2 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 0.01% | — | — | |
| 3 | NVEEUSD | Nv5 Global INC | Stock-Other | 0.01% | — | — | |
| 4 | FDS | Factset Research Systems INC | Stock-Financials | 0.01% | — | — | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.01% | — | — | |
| 6 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.01% | — | — | |
| 7 | CBAN | Colony Bankcorp, Inc. | Stock-Other | 0.01% | — | — | |
| 8 | CXPUSD | Columbia Property Trust INC | Stock-Other | 0.01% | — | — | |
| 9 | EVEUR | Eaton Vance CORP | Stock-Other | 0.01% | — | — | |
| 10 | ES | Eversource Energy | Stock-Utilities | 0.01% | — | — | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 0.01% | — | — | |
| 12 | BAX | Baxter International INC | Stock-Healthcare | 0.01% | — | -66.75% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.01% | +3.41% | +1.31% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.01% | — | — | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.01% | — | — | |
| 16 | DE | Deere & Co | Stock-Industrials | 0.01% | — | — | |
| 17 | AFL | Aflac INC | Stock-Financials | 0.01% | — | — | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 0.01% | — | — | |
| 19 | GIS | General Mills INC | Stock-Consumer Staples | 0.01% | — | — | |
| 20 | VFC | Vf CORP | Stock-Consumer Disc | 0.01% | — | — | |
| 21 | ✓ | Invesco Financial Preferred ETF | ETF-Other | 0.01% | — | — | |
| 22 | CAH | Cardinal Health INC | Stock-Healthcare | 0.01% | — | — | |
| 23 | WGO | Winnebago Industries | Stock-Other | 0.01% | — | — | |
| 24 | PXGBX | Praxair INC | Stock-Other | 0.01% | — | — | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.01% | — | — | |
| 26 | UCOUSD | Proshares Ultra Bloomberg Cr | ETF-Other | 0.01% | — | -32.18% | |
| 27 | UTXZ | United Tech CORP | Stock-Other | 0.01% | — | — | |
| 28 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.01% | — | — | |
| 29 | CB | Chubb Limited | Stock-Financials | 0.01% | — | — | |
| 30 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-Tech | 0.01% | — | -8.85% | |
| 31 | GLW | Corning INC | Stock-Tech | 0.01% | — | — | |
| 32 | CSX | Csx CORP | Stock-Industrials | 0.01% | — | — | |
| 33 | DRI | Darden Restaurants INC | Stock-Consumer Disc | 0.01% | — | — | |
| 34 | ✓ | Shire PLC | Stock-Other | 0.01% | — | — | |
| 35 | MDT | Medtronic plc | Stock-Healthcare | 0.01% | — | — | |
| 36 | GSVCUSD | Gsv Capital CORP | Stock-Other | 0.01% | — | — | |
| 37 | RMR | Rmr Group Inc/the - A | Stock-Other | 0.01% | — | — | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.01% | — | — | |
| 39 | COF | Capital One Financial CORP | Stock-Financials | 0.01% | — | — | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | — | — | — | |
| 41 | ✓ | Scana CORP New | Stock-Other | — | — | — | |
| 42 | LUV | Southwest Airlines Co | Stock-Industrials | — | — | — | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | — | — | — | |
| 44 | GLD | Spdr Gold Shares | ETF-Commodities | — | — | — | |
| 45 | JBHT | Hunt (jb) Transprt Svcs INC | Stock-Industrials | — | — | — | |
| 46 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | — | — | — | |
| 47 | COP | Conocophillips | Stock-Energy | — | — | — | |
| 48 | AMGN | Amgen INC | Stock-Healthcare | — | — | — | |
| 49 | XHR | Xenia Hotels & Resorts INC | Stock-Other | — | — | -88.17% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | — | — | — |