CIK: 0001776290
Total reported value
$2.9B
Showing top 27 holdings (of 227 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.03% | — | — | |
| 2 | BA | Boeing Co/the | Stock-Industrials | 0.03% | — | — | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.03% | — | — | |
| 4 | STT | State Street CORP | Stock-Financials | 0.03% | — | — | |
| 5 | INTC | Intel CORP | Stock-Tech | 0.03% | — | -32.15% | |
| 6 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.03% | — | — | |
| 7 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | — | — | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.03% | — | +0.75% | |
| 9 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.03% | — | +11.81% | |
| 10 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.03% | — | — | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.03% | — | — | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.03% | — | +1.55% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 0.03% | — | — | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.03% | — | +1.40% | |
| 15 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | -0.50% | |
| 16 | CMI | Cummins INC | Stock-Industrials | 0.03% | — | — | |
| 17 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.03% | — | — | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.03% | — | -4.31% | |
| 19 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.03% | +0.06% | — | |
| 20 | PII | Polaris INC | Stock-Consumer Disc | 0.03% | — | -10.75% | |
| 21 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 0.03% | — | — | |
| 22 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.02% | — | -4.56% | |
| 23 | VTRS | Viatris INC | Stock-Healthcare | 0.02% | — | +2.86% | |
| 24 | GJB | Steelcase Inc-cl A | Stock-Other | 0.02% | — | — | |
| 25 | GOTU | Gaotu Techedu INC | Stock-Other | — | — | -7.08% | |
| 26 | ✓ | Tiziana Life Sciences LTD | Stock-Other | — | — | — | |
| 27 | SDCCQ | Smiledirectclub INC | Stock-Other | — | — | -18.90% |