CIK: 0001711615
Total reported value
$27.6B
Showing top 185 holdings (of 385 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.02% | — | +37.16% | |
| 2 | EBAY | Ebay INC | Stock-Consumer Disc | 0.01% | — | +1.27% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.01% | — | -32.79% | |
| 4 | USB | US Bancorp | Stock-Financials | 0.01% | — | -6.34% | |
| 5 | EFT | Techtarget | Stock-Other | 0.01% | — | — | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.01% | — | +0.70% | |
| 7 | D | Dominion Energy INC | Stock-Utilities | 0.01% | — | -1.26% | |
| 8 | EMR | Emerson Electric Co | Stock-Industrials | 0.01% | — | +0.95% | |
| 9 | XLF | Ss Financial Select Sector | ETF-Other | 0.01% | — | -0.91% | |
| 10 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.01% | — | -2.66% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.01% | — | -5.64% | |
| 12 | MCO | Moody's CORP | Stock-Financials | 0.01% | — | — | |
| 13 | VOX | Vanguard Communication Servi | ETF-Other | 0.01% | — | -36.93% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.01% | — | -2.52% | |
| 15 | CI | THE Cigna Group | Stock-Healthcare | 0.01% | — | -0.85% | |
| 16 | C | Citigroup INC | Stock-Financials | 0.01% | — | -9.48% | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.01% | — | -10.22% | |
| 18 | ✓ | BIOQ Pharma Inc | Stock-Other | 0.01% | — | — | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.01% | — | -0.40% | |
| 20 | FIS | Fidelity National Info Serv | Stock-Tech | 0.01% | — | -5.70% | |
| 21 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.01% | — | -81.66% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.01% | — | +0.57% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | -2.78% | |
| 24 | NVCR | NovoCure Limited | Stock-Healthcare | 0.01% | — | — | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 0.01% | — | — | |
| 26 | PNC | Pnc Financial Services Group | Stock-Financials | 0.01% | — | +8.62% | |
| 27 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.01% | — | -2.35% | |
| 28 | ROK | Rockwell Automation INC | Stock-Industrials | 0.01% | — | -2.67% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.01% | — | +6.00% | |
| 30 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.01% | — | -71.28% | |
| 31 | CPRT | Copart INC | Stock-Industrials | 0.01% | — | +31.47% | |
| 32 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.01% | — | +2.08% | |
| 33 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.01% | — | +10.98% | |
| 34 | PLD | Prologis INC | Stock-Real Estate | 0.01% | — | -4.20% | |
| 35 | WM | Waste Management INC | Stock-Industrials | 0.01% | — | -0.76% | |
| 36 | ALL | Allstate CORP | Stock-Financials | 0.01% | — | -0.93% | |
| 37 | AEP | American Electric Power | Stock-Utilities | 0.01% | — | -0.67% | |
| 38 | BAX | Baxter International INC | Stock-Healthcare | 0.01% | — | +28.59% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | — | — | |
| 40 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 0.01% | — | -2.85% | |
| 41 | AFL | Aflac INC | Stock-Financials | 0.01% | — | -0.49% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.01% | — | -1.78% | |
| 43 | ✓ | Renalytix AI PLC | Stock-Other | 0.01% | — | — | |
| 44 | 6D8 | Dupont De Nemours INC | Stock-Other | 0.01% | — | +2.18% | |
| 45 | XPO | Xpo INC | Stock-Industrials | 0.01% | — | -8.62% | |
| 46 | ITIEUR | Iteris INC | Stock-Other | 0.01% | — | -10.15% | |
| 47 | CARR | Carrier Global CORP | Stock-Industrials | 0.01% | — | -11.47% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.01% | — | -0.27% | |
| 49 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.01% | — | — | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.01% | — | -2.20% |