CIK: 0001632549
Total reported value
$1.9M
Showing top 200 holdings (of 343 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 8.19% | — | -5.26% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.81% | — | -4.26% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.01% | — | -4.99% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.01% | +3.41% | +2.11% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.48% | — | -6.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.13% | — | -99.99% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 3.99% | — | -16.86% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 3.07% | — | -6.63% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.98% | — | -4.06% | |
| 10 | PKW | Invesco Buyback Achievers Et | ETF-Other | 2.92% | — | — | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.56% | — | — | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.17% | +0.83% | NEW | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.16% | — | -4.69% | |
| 14 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.12% | — | +9.41% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.08% | — | +1.19% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.88% | — | — | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.85% | — | +6.53% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.82% | — | -3.33% | |
| 19 | XLF | Ss Financial Select Sector | ETF-Other | 1.46% | — | -1.43% | |
| 20 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 1.23% | — | +9.12% | |
| 21 | IPKW | Invesco International Buybac | ETF-Other | 1.10% | — | — | |
| 22 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 1.06% | — | +21.19% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.05% | — | +7.33% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.97% | — | +14.40% | |
| 25 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.88% | — | +1.52% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.86% | — | -2.79% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.85% | — | -0.77% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.78% | — | -3.79% | |
| 29 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-Other | 0.77% | — | +4.54% | |
| 30 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.75% | — | — | |
| 31 | FBT | First Trust Nyse Arca Biotec | ETF-Other | 0.64% | — | +32.61% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.61% | — | +19.65% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | — | +3.41% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.58% | — | +57.40% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.56% | — | -6.86% | |
| 36 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.56% | — | +61.80% | |
| 37 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.54% | — | +22.02% | |
| 38 | AAPL | Apple INC | Stock-Tech | 0.54% | +2.12% | NEW | |
| 39 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.53% | — | -0.82% | |
| 40 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 0.51% | — | — | |
| 41 | ✓ | Corporate Capital Trust | Stock-Other | 0.50% | — | -90.29% | |
| 42 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.45% | — | +873.80% | |
| 43 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.44% | — | — | |
| 44 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.43% | +4.55% | NEW | |
| 45 | EMLP | First Trust North American E | ETF-Other | 0.42% | — | +26.88% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.41% | — | — | |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.41% | — | — | |
| 48 | BLOK | Amplify Blockchain Tech ETF | ETF-Tech | 0.40% | — | — | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.39% | — | -30.85% | |
| 50 | PDP | Invesco Dorsey Wright Moment | ETF-Other | 0.38% | — | — |