CIK: 0001711615
Total reported value
$27.6B
Showing top 66 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ED | Consolidated Edison INC | Stock-Utilities | 0.01% | — | +13.86% | |
| 2 | CDNA | Caredx INC | Stock-Other | 0.01% | — | — | |
| 3 | PSX | Phillips 66 | Stock-Energy | 0.01% | — | +16.78% | |
| 4 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.01% | — | +5.77% | |
| 5 | MDCOUSD | Medicines Company | Stock-Other | 0.01% | — | — | |
| 6 | ALL | Allstate CORP | Stock-Financials | 0.01% | — | -10.53% | |
| 7 | WBA | Walgreens Boots Alliance INC | Stock-Other | 0.01% | — | -5.03% | |
| 8 | CELG | Celgene CORP | Stock-Other | 0.01% | — | +2.98% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.01% | — | +9.02% | |
| 10 | DOW | Dow INC | Stock-Materials | 0.01% | — | — | |
| 11 | EPD | Enterprise Products Partners | Stock-Energy | 0.01% | — | +19.09% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.01% | — | — | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 0.01% | — | +10.81% | |
| 14 | EXC | Exelon CORP | Stock-Utilities | 0.01% | — | +8.37% | |
| 15 | WEC | Wec Energy Group INC | Stock-Utilities | 0.01% | — | -5.20% | |
| 16 | BP | Bp Plc-spons Adr | Stock-Energy | 0.01% | — | -7.25% | |
| 17 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.01% | — | -9.82% | |
| 18 | CTVA | Corteva INC | Stock-Materials | 0.01% | — | — | |
| 19 | OMC | Omnicom Group | Stock-Comm Services | 0.01% | — | +30.71% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.01% | — | +3.19% | |
| 21 | DAL | Delta Air Lines INC | Stock-Industrials | 0.01% | — | -6.70% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.01% | — | +31.00% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.01% | — | +0.30% | |
| 24 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.01% | — | +4.41% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.01% | — | +160.59% | |
| 26 | AMAT | Applied Materials INC | Stock-Tech | 0.01% | — | -2.20% | |
| 27 | ✓ | Freedom Bank Of Virginia | Stock-Other | 0.01% | — | — | |
| 28 | XEL | Xcel Energy INC | Stock-Utilities | 0.01% | — | -1.26% | |
| 29 | XLE | Ss Energy Select Sector | ETF-Other | 0.01% | — | -11.77% | |
| 30 | GLW | Corning INC | Stock-Tech | 0.01% | — | -3.54% | |
| 31 | GM | General Motors Co | Stock-Consumer Disc | 0.01% | — | +34.71% | |
| 32 | ✓ | Wisdomtree | Stock-Other | 0.01% | — | -34.08% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.01% | — | +68.15% | |
| 34 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.01% | — | -1.33% | |
| 35 | GSK | GSK plc ADRhedged | Stock-Healthcare | 0.01% | — | +7.49% | |
| 36 | ENB | Enbridge INC | Stock-Energy | 0.01% | — | -8.69% | |
| 37 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.01% | — | -26.41% | |
| 38 | SLB | Slb LTD | Stock-Energy | 0.01% | — | -29.47% | |
| 39 | HPQ | Hp INC | Stock-Tech | 0.01% | — | -5.50% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.01% | — | +17.11% | |
| 41 | EVEUR | Eaton Vance CORP | Stock-Other | — | — | -3.59% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | — | — | -5.37% | |
| 43 | HALO | Halozyme Therapeutics INC | Stock-Healthcare | — | — | -7.17% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-Other | — | — | +91.69% | |
| 45 | BEN | Franklin Resources INC | Stock-Financials | — | — | -1.08% | |
| 46 | PHYS | Sprott Physical Gold Trust | Stock-Other | — | — | -4.03% | |
| 47 | SYBT | Stock Yards Bancorp INC | Stock-Other | — | — | -3.74% | |
| 48 | ✓ | Fortescue Metals Groups LTD | Stock-Other | — | — | — | |
| 49 | MDU | Mdu Resources Group INC | Stock-Utilities | — | — | -0.83% | |
| 50 | ✓ | Inovio Pharmaceuticals INC | Stock-Other | — | — | — |