CIK: 0001827844
Total reported value
$902.3M
Showing top 200 holdings (of 1004 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.01% | — | +278.22% | |
| 2 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.01% | — | — | |
| 3 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.01% | — | — | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.01% | — | — | |
| 5 | LNT | Alliant Energy CORP | Stock-Utilities | 0.01% | — | — | |
| 6 | PUBM | Pubmatic Inc-class A | Stock-Other | 0.01% | — | — | |
| 7 | AMD | Advanced Micro Devices | Stock-Tech | 0.01% | — | -1.75% | |
| 8 | RY | Royal Bank Of Canada | Stock-Financials | 0.01% | — | — | |
| 9 | RBA | Rb Global INC | Stock-Industrials | 0.01% | — | — | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.01% | — | +0.31% | |
| 11 | CVS | Cvs Health CORP | Stock-Healthcare | 0.01% | — | -4.42% | |
| 12 | COUR | Coursera INC | Stock-Other | 0.01% | — | — | |
| 13 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.01% | — | +100.00% | |
| 14 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.01% | — | — | |
| 15 | SOFI | Sofi Technologies INC | Stock-Financials | 0.01% | — | +3.29% | |
| 16 | ZBH | Zimmer Biomet Holdings INC | Stock-Healthcare | 0.01% | — | — | |
| 17 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.01% | — | +8433.33% | |
| 18 | PWR | Quanta Services INC | Stock-Industrials | 0.01% | — | +25.62% | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 0.01% | — | -13.40% | |
| 20 | ROKU | Roku INC | Stock-Comm Services | 0.01% | — | — | |
| 21 | SMR | Nuscale Power CORP | Stock-Industrials | 0.01% | — | — | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.01% | — | -6.70% | |
| 23 | T | At&t INC | Stock-Comm Services | 0.01% | — | -26.22% | |
| 24 | WAT | Waters CORP | Stock-Healthcare | 0.01% | — | +2.00% | |
| 25 | ECL | Ecolab INC | Stock-Materials | 0.01% | — | +531.11% | |
| 26 | PFG | Principal Financial Group | Stock-Financials | 0.01% | — | -1.18% | |
| 27 | TXN | Texas Instruments INC | Stock-Tech | 0.01% | — | — | |
| 28 | COP | Conocophillips | Stock-Energy | 0.01% | — | -13.57% | |
| 29 | OGN | Organon & Co | Stock-Healthcare | 0.01% | — | — | |
| 30 | HEI | Heico CORP | Stock-Industrials | 0.01% | — | — | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.01% | — | +17.65% | |
| 32 | G | Genpact Limited | Stock-Tech | 0.01% | — | — | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.01% | — | — | |
| 34 | PRGO | Perrigo Company plc | Stock-Healthcare | 0.01% | — | +5.47% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.01% | — | +5.73% | |
| 36 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.01% | — | — | |
| 37 | TD | Toronto-dominion Bank | Stock-Financials | 0.01% | — | — | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.01% | — | +0.08% | |
| 39 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.01% | — | +0.40% | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.01% | — | — | |
| 41 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.01% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.01% | +0.04% | — | |
| 43 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.01% | — | +29.87% | |
| 44 | KVUE | Kenvue INC | Stock-Consumer Staples | 0.01% | — | — | |
| 45 | MSI | Motorola Solutions INC | Stock-Tech | 0.01% | — | +28.57% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.01% | — | +0.49% | |
| 47 | AMAT | Applied Materials INC | Stock-Tech | 0.01% | +0.07% | — | |
| 48 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.01% | — | -15.79% | |
| 49 | AMGN | Amgen INC | Stock-Healthcare | 0.01% | — | — | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.01% | — | — |