CIK: 0001730466
Total reported value
$3.7M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 11.47% | — | — | |
| 2 | AMD | Advanced Micro Devices | Stock-Tech | 6.22% | — | — | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.75% | — | — | |
| 4 | INTC | Intel CORP | Stock-Tech | 5.08% | — | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.29% | — | — | |
| 6 | AAPL | Apple INC | Stock-Tech | 4.29% | — | — | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-Other | 3.97% | — | — | |
| 8 | IBM | Intl Business Machines CORP | Stock-Tech | 3.82% | — | +20.83% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.77% | — | — | |
| 10 | MRVL | Marvell Technology INC | Stock-Tech | 3.68% | — | — | |
| 11 | NKE | Nike INC -cl B | Stock-Consumer Disc | 3.58% | — | — | |
| 12 | IBB | Ishares Biotechnology ETF | ETF-Tech | 2.64% | — | — | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.64% | — | — | |
| 14 | BA | Boeing Co/the | Stock-Industrials | 2.00% | — | — | |
| 15 | T | At&t INC | Stock-Comm Services | 1.97% | — | -23.53% | |
| 16 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.92% | — | — | |
| 17 | CRM | Salesforce INC | Stock-Tech | 1.83% | — | — | |
| 18 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 1.58% | — | — | |
| 19 | QCOM | Qualcomm INC | Stock-Tech | 1.58% | — | — | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 1.51% | — | — | |
| 21 | GMF | State Street Spdr S&p Emergi | ETF-Other | 1.51% | — | — | |
| 22 | PANW | Palo Alto Networks INC | Stock-Tech | 1.38% | — | — | |
| 23 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 1.36% | — | — | |
| 24 | EPI | Wisdomtree India Earnings | ETF-Other | 1.36% | — | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.21% | — | — | |
| 27 | VFC | Vf CORP | Stock-Consumer Disc | 0.99% | — | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.99% | — | — | |
| 29 | CSCO | Cisco Systems INC | Stock-Tech | 0.99% | — | — | |
| 30 | TGT | Target CORP | Stock-Consumer Disc | 0.91% | — | — | |
| 31 | MU | Micron Technology INC | Stock-Tech | 0.91% | — | — | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.76% | — | — | |
| 33 | IHF | Ishares U.s. Healthcare Prov | ETF-Other | 0.72% | — | — | |
| 34 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.67% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | — | |
| 36 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.62% | — | — | |
| 37 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.62% | — | — | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | — | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.54% | — | — | |
| 40 | F | Ford Motor Co | Stock-Consumer Disc | 0.52% | — | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | — | — | |
| 42 | ZTS | Zoetis INC | Stock-Healthcare | 0.49% | — | — | |
| 43 | EXPE | Expedia Group INC | Stock-Consumer Disc | 0.44% | — | — | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.44% | — | — | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.44% | — | — | |
| 46 | CI | THE Cigna Group | Stock-Healthcare | 0.39% | — | — | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.37% | — | — | |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.35% | — | — | |
| 49 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.35% | — | — | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.35% | — | — |