CIK: 0001697729
Total reported value
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Showing top 63 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PSA | Public Storage | Stock-Real Estate | 0.08% | — | -5.72% | |
| 2 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.08% | — | +0.73% | |
| 3 | PAYX | Paychex INC | Stock-Tech | 0.08% | — | -4.12% | |
| 4 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.08% | — | -9.92% | |
| 5 | IPG | Interpublic Group Of Cos INC | Stock-Other | 0.08% | — | -8.94% | |
| 6 | SRE | Sempra | Stock-Utilities | 0.08% | — | +12.02% | |
| 7 | ACH | Accendra Health INC | Stock-Other | 0.08% | — | +0.13% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.08% | — | -1.90% | |
| 9 | FE | Firstenergy CORP | Stock-Utilities | 0.08% | — | — | |
| 10 | FMAG | Fidelity Magellan ETF | ETF-Other | 0.08% | — | -6.94% | |
| 11 | AGREUR | Avangrid INC | Stock-Other | 0.08% | — | +1.22% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 0.08% | — | — | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.08% | — | — | |
| 14 | KEY | Keycorp | Stock-Financials | 0.08% | — | -0.50% | |
| 15 | ADI | Analog Devices INC | Stock-Tech | 0.07% | — | — | |
| 16 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.07% | — | +7.84% | |
| 17 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.07% | — | +3.63% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 0.07% | — | +8.91% | |
| 19 | IP | International Paper Co | Stock-Consumer Disc | 0.07% | — | +10.18% | |
| 20 | GM | General Motors Co | Stock-Consumer Disc | 0.07% | — | — | |
| 21 | SHEL | Shell Plc-adr | Stock-Energy | 0.07% | — | — | |
| 22 | COP | Conocophillips | Stock-Energy | 0.07% | — | — | |
| 23 | GLW | Corning INC | Stock-Tech | 0.07% | — | -59.24% | |
| 24 | QCRH | Qcr Holdings INC | Stock-Other | 0.07% | — | — | |
| 25 | CAH | Cardinal Health INC | Stock-Healthcare | 0.07% | — | — | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.07% | — | -0.83% | |
| 27 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.07% | — | -54.49% | |
| 28 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.07% | — | -74.64% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.06% | — | — | |
| 30 | MMD | Nyli Mackay Dt Muni Oppo Fnd | Stock-Other | 0.06% | — | — | |
| 31 | LHX | L3harris Technologies INC | Stock-Industrials | 0.06% | — | +46.90% | |
| 32 | OMC | Omnicom Group | Stock-Comm Services | 0.06% | — | — | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.06% | — | — | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.06% | — | — | |
| 35 | CCI | Crown Castle INC | Stock-Real Estate | 0.06% | — | -29.23% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.06% | — | — | |
| 37 | FISV | Fiserv INC | Stock-Other | 0.06% | — | — | |
| 38 | ECL | Ecolab INC | Stock-Materials | 0.06% | — | — | |
| 39 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.06% | — | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.06% | — | — | |
| 41 | SLV | Ishares Silver Trust | ETF-Commodities | 0.06% | — | -2.46% | |
| 42 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.05% | — | -5.72% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | — | — | |
| 44 | CRM | Salesforce INC | Stock-Tech | 0.05% | — | — | |
| 45 | CSX | Csx CORP | Stock-Industrials | 0.05% | — | -1.92% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | -32.12% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.05% | — | — | |
| 48 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.05% | — | — | |
| 49 | CNC | Centene CORP | Stock-Healthcare | 0.05% | — | -10.20% | |
| 50 | CASY | Casey's General Stores INC | Stock-Consumer Disc | 0.05% | — | — |