CIK: 0001698478
Total reported value
$7.0B
Showing top 200 holdings (of 2189 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.09% | -1.52% | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.76% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.28% | +0.08% | — | |
| 4 | AAPL | Apple INC | Stock-Tech | 2.47% | -0.15% | — | |
| 5 | SSTK | Shutterstock INC | Stock-Other | 2.39% | — | — | |
| 6 | AVGO | Broadcom Inc. | Stock-Tech | 2.31% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.07% | +0.03% | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | +0.20% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +0.55% | — | |
| 10 | EPD | Enterprise Products Partners | Stock-Energy | 1.55% | — | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.35% | — | — | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.27% | — | — | |
| 13 | ATMP | Ipath Select Mlp Etn | ETF-Other | 1.10% | — | — | |
| 14 | ET | Energy Transfer LP | Stock-Energy | 1.06% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | — | — | |
| 16 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.97% | — | — | |
| 17 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.93% | -0.02% | — | |
| 18 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.89% | — | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.52% | — | |
| 20 | OPLN | Openlane INC | Stock-Other | 0.84% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.81% | — | — | |
| 22 | ANETEUR | Arista Networks INC | Stock-Other | 0.75% | — | — | |
| 23 | ET | Energy Transfer LP | Stock-Energy | 0.72% | — | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.02% | — | |
| 25 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 0.70% | — | — | |
| 26 | MPLX | Mplx LP | Stock-Energy | 0.69% | — | — | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.69% | — | — | |
| 28 | HON | Honeywell International INC | Stock-Industrials | 0.60% | — | — | |
| 29 | ✓ | Williams Partners LP | Stock-Other | 0.59% | — | — | |
| 30 | OKE | Oneok INC | Stock-Energy | 0.59% | — | — | |
| 31 | WEP | Magellan Midstream Partners | Stock-Other | 0.57% | — | — | |
| 32 | INSTEUR | Instructure INC | Stock-Other | 0.56% | — | — | |
| 33 | SNAP | Snap INC - A | Stock-Comm Services | 0.56% | — | — | |
| 34 | TEL | TE Connectivity plc | Stock-Tech | 0.54% | — | — | |
| 35 | CSCO | Cisco Systems INC | Stock-Tech | 0.54% | — | — | |
| 36 | SLB | Slb LTD | Stock-Energy | 0.48% | — | — | |
| 37 | DG | Dollar General CORP | Stock-Consumer Staples | 0.47% | — | — | |
| 38 | BA | Boeing Co/the | Stock-Industrials | 0.46% | — | — | |
| 39 | TRGP | Targa Resources CORP | Stock-Energy | 0.46% | — | — | |
| 40 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.45% | — | — | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.45% | — | — | |
| 42 | ✓ | Mb Financial INC | Stock-Other | 0.44% | — | — | |
| 43 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.44% | — | — | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.43% | — | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.42% | — | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | — | — | |
| 47 | EBAY | Ebay INC | Stock-Consumer Disc | 0.37% | — | — | |
| 48 | AM | Antero Midstream Corporation | Stock-Energy | 0.36% | — | — | |
| 49 | WES | Western Midstream Partners, LP | Stock-Energy | 0.36% | — | — | |
| 50 | SWK | Stanley Black & Decker INC | Stock-Industrials | 0.35% | — | — |