CIK: 0001783773
Total reported value
$265.1M
Showing top 9 holdings (of 209 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACN | Accenture plc | Stock-Tech | 0.09% | — | +0.43% | |
| 2 | HESM | Hess Midstream LP - Class A | Stock-Other | 0.09% | — | — | |
| 3 | CFR | Cullen/frost Bankers INC | Stock-Financials | 0.09% | — | — | |
| 4 | NOW | Servicenow INC | Stock-Tech | 0.09% | — | — | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.09% | — | +3.05% | |
| 6 | DIVB | Ishares Core Dividend ETF | ETF-Other | 0.09% | — | — | |
| 7 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.07% | — | — | |
| 8 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.06% | — | +2.48% | |
| 9 | ✓ | Stock-Other | — | — | — |