CIK: 0001711615
Total reported value
$27.6B
Showing top 200 holdings (of 567 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | ETF-Other | 0.02% | — | -7.18% | |
| 2 | CSX | Csx CORP | Stock-Industrials | 0.02% | — | -0.78% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.02% | — | -5.76% | |
| 4 | WFC | Wells Fargo & Co | Stock-Financials | 0.02% | — | -4.00% | |
| 5 | CI | THE Cigna Group | Stock-Healthcare | 0.02% | — | -2.38% | |
| 6 | CAT | Caterpillar INC | Stock-Industrials | 0.02% | — | -69.66% | |
| 7 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.02% | — | +3.06% | |
| 8 | SYY | Sysco CORP | Stock-Consumer Staples | 0.01% | — | -1.34% | |
| 9 | WM | Waste Management INC | Stock-Industrials | 0.01% | — | -3.55% | |
| 10 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.01% | — | -0.38% | |
| 11 | ADI | Analog Devices INC | Stock-Tech | 0.01% | — | -3.31% | |
| 12 | GE | General Electric | Stock-Industrials | 0.01% | — | -0.12% | |
| 13 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.01% | — | -4.17% | |
| 14 | PPG | Ppg Industries INC | Stock-Materials | 0.01% | — | -2.19% | |
| 15 | PYPL | Paypal Holdings INC | Stock-Financials | 0.01% | — | +45.88% | |
| 16 | SO | Southern Co/the | Stock-Utilities | 0.01% | — | -4.85% | |
| 17 | D | Dominion Energy INC | Stock-Utilities | 0.01% | — | -1.63% | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.01% | — | -13.80% | |
| 19 | USB | US Bancorp | Stock-Financials | 0.01% | — | -2.49% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.01% | — | -7.55% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.01% | — | +11.13% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.01% | — | — | |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 0.01% | — | -14.99% | |
| 24 | MCK | Mckesson CORP | Stock-Healthcare | 0.01% | — | +0.09% | |
| 25 | MO | Altria Group INC | Stock-Consumer Staples | 0.01% | — | -8.26% | |
| 26 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.01% | — | -0.66% | |
| 27 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.01% | — | -38.78% | |
| 28 | PNC | Pnc Financial Services Group | Stock-Financials | 0.01% | — | -3.25% | |
| 29 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.01% | — | -21.43% | |
| 30 | AEP | American Electric Power | Stock-Utilities | 0.01% | — | +2.55% | |
| 31 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | — | -2.68% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.01% | — | -0.17% | |
| 33 | COF | Capital One Financial CORP | Stock-Financials | 0.01% | — | -23.00% | |
| 34 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.01% | — | -1.41% | |
| 35 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.01% | — | -3.77% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.01% | — | +6.61% | |
| 37 | EQIX | Equinix INC | Stock-Real Estate | 0.01% | — | -14.86% | |
| 38 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.01% | — | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.01% | — | +10.10% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.01% | — | -9.42% | |
| 41 | GS | Goldman Sachs Group INC | Stock-Financials | 0.01% | — | -4.07% | |
| 42 | MCO | Moody's CORP | Stock-Financials | 0.01% | — | -8.73% | |
| 43 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.01% | — | -10.98% | |
| 44 | ROK | Rockwell Automation INC | Stock-Industrials | 0.01% | — | -8.79% | |
| 45 | CCK | Crown Holdings INC | Stock-Consumer Disc | 0.01% | — | -75.00% | |
| 46 | AFL | Aflac INC | Stock-Financials | 0.01% | — | -6.47% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.01% | — | +5.59% | |
| 48 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.01% | — | -1.54% | |
| 49 | GD | General Dynamics CORP | Stock-Industrials | 0.01% | — | -17.25% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.01% | — | +5.31% |