CIK: 0001783773
Total reported value
$265.1M
Showing top 8 holdings (of 208 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.09% | — | — | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.09% | — | -0.43% | |
| 3 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.09% | — | — | |
| 4 | AMD | Advanced Micro Devices | Stock-Tech | 0.09% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 0.09% | — | -2.16% | |
| 6 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 0.09% | — | — | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.08% | — | — | |
| 8 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.06% | — | +1.55% |