CIK: 0001711615
Total reported value
$27.6B
Showing top 200 holdings (of 592 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | Stock-Tech | 0.02% | — | +7.51% | |
| 2 | WFC | Wells Fargo & Co | Stock-Financials | 0.02% | — | -16.13% | |
| 3 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.02% | — | -12.12% | |
| 4 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.02% | — | -7.20% | |
| 5 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.01% | — | -0.90% | |
| 6 | CI | THE Cigna Group | Stock-Healthcare | 0.01% | — | -2.11% | |
| 7 | D | Dominion Energy INC | Stock-Utilities | 0.01% | — | -6.52% | |
| 8 | ADI | Analog Devices INC | Stock-Tech | 0.01% | — | -17.38% | |
| 9 | USB | US Bancorp | Stock-Financials | 0.01% | — | -4.53% | |
| 10 | ASML | ASML Holding N.V. | Stock-Tech | 0.01% | — | -45.33% | |
| 11 | EMR | Emerson Electric Co | Stock-Industrials | 0.01% | — | -6.11% | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 0.01% | — | -67.17% | |
| 13 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | -3.09% | |
| 14 | WM | Waste Management INC | Stock-Industrials | 0.01% | — | +2.76% | |
| 15 | PPG | Ppg Industries INC | Stock-Materials | 0.01% | — | -4.44% | |
| 16 | GE | General Electric | Stock-Industrials | 0.01% | — | -7.40% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.01% | — | -13.31% | |
| 18 | COF | Capital One Financial CORP | Stock-Financials | 0.01% | — | -22.02% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.01% | — | +1.33% | |
| 20 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.01% | — | -25.50% | |
| 21 | INTU | Intuit INC | Stock-Tech | 0.01% | — | -84.46% | |
| 22 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.01% | — | -19.32% | |
| 23 | MO | Altria Group INC | Stock-Consumer Staples | 0.01% | — | -4.35% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.01% | — | -7.61% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 0.01% | — | -76.22% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.01% | — | -0.01% | |
| 27 | EQIX | Equinix INC | Stock-Real Estate | 0.01% | — | — | |
| 28 | PNC | Pnc Financial Services Group | Stock-Financials | 0.01% | — | -9.09% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.01% | — | -81.25% | |
| 30 | MCK | Mckesson CORP | Stock-Healthcare | 0.01% | — | — | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.01% | — | -11.78% | |
| 32 | AEP | American Electric Power | Stock-Utilities | 0.01% | — | -5.69% | |
| 33 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | — | -3.04% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.01% | — | -1.00% | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.01% | — | — | |
| 36 | ULTA | Ulta Beauty INC | Stock-Consumer Disc | 0.01% | — | -81.01% | |
| 37 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.01% | — | +3.13% | |
| 38 | MCO | Moody's CORP | Stock-Financials | 0.01% | — | — | |
| 39 | DOW | Dow INC | Stock-Materials | 0.01% | — | +12.60% | |
| 40 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 0.01% | — | — | |
| 41 | GD | General Dynamics CORP | Stock-Industrials | 0.01% | — | — | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.01% | — | -0.44% | |
| 43 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.01% | — | — | |
| 44 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.01% | — | — | |
| 45 | GS | Goldman Sachs Group INC | Stock-Financials | 0.01% | — | — | |
| 46 | EBAY | Ebay INC | Stock-Consumer Disc | 0.01% | — | -11.52% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.01% | — | -0.94% | |
| 48 | ED | Consolidated Edison INC | Stock-Utilities | 0.01% | — | -3.16% | |
| 49 | AFL | Aflac INC | Stock-Financials | 0.01% | — | -13.29% | |
| 50 | ROK | Rockwell Automation INC | Stock-Industrials | 0.01% | — | — |