CIK: 0001776290
Total reported value
$2.9B
Showing top 18 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ALL | Allstate CORP | Stock-Financials | 0.04% | — | — | |
| 2 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.04% | — | — | |
| 3 | WFC | Wells Fargo & Co | Stock-Financials | 0.04% | — | +7.57% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.04% | — | — | |
| 5 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.04% | — | +0.03% | |
| 6 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.04% | — | — | |
| 7 | GILD | Gilead Sciences INC | Stock-Healthcare | 0.04% | — | — | |
| 8 | RPG | Invesco S&p 500 Pure Growth | ETF-Large Cap & Growth | 0.04% | — | -20.25% | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | — | +4.42% | |
| 10 | LIT | Global X Lithium & Battery T | ETF-Other | 0.03% | — | +10.88% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.03% | — | +2.44% | |
| 12 | VTRS | Viatris INC | Stock-Healthcare | 0.03% | — | +8.16% | |
| 13 | NLYEUR | Annaly Capital Management In | Stock-Other | 0.02% | — | +2.28% | |
| 14 | DCH | Dauch Corporation | Stock-Other | 0.02% | — | — | |
| 15 | SDCCQ | Smiledirectclub INC | Stock-Other | 0.01% | — | — | |
| 16 | GOTU | Gaotu Techedu INC | Stock-Other | 0.01% | — | +63.10% | |
| 17 | BIOLEUR | Biolase INC | Stock-Other | — | — | +18.26% | |
| 18 | EDU | New Oriental Education & Technology Group Inc. | Stock-Consumer Staples | — | — | -50.00% |