CIK: 0001776290
Total reported value
$2.9B
Showing top 32 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-Other | 0.03% | — | — | |
| 2 | ✓ | Kellanova | Stock-Other | 0.03% | — | — | |
| 3 | PAYX | Paychex INC | Stock-Tech | 0.03% | — | +0.71% | |
| 4 | FRME | First Merchants CORP | Stock-Other | 0.03% | — | — | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.03% | — | — | |
| 6 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.03% | — | +2.30% | |
| 7 | SNY | Sanofi-adr | Stock-Healthcare | 0.03% | — | — | |
| 8 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.03% | — | +13.79% | |
| 9 | BA | Boeing Co/the | Stock-Industrials | 0.03% | — | -2.16% | |
| 10 | NEE | Nextera Energy INC | Stock-Utilities | 0.03% | — | +0.39% | |
| 11 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.03% | — | — | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.03% | — | — | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.02% | — | +0.08% | |
| 14 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.02% | — | -28.72% | |
| 15 | BIIB | Biogen INC | Stock-Healthcare | 0.02% | — | -7.73% | |
| 16 | INTC | Intel CORP | Stock-Tech | 0.02% | — | -17.27% | |
| 17 | GJB | Steelcase Inc-cl A | Stock-Other | 0.02% | — | -12.23% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | -3.60% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.02% | — | -51.48% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.02% | — | -8.39% | |
| 22 | STT | State Street CORP | Stock-Financials | 0.02% | — | — | |
| 23 | DGX | Quest Diagnostics INC | Stock-Healthcare | 0.02% | — | — | |
| 24 | PII | Polaris INC | Stock-Consumer Disc | 0.02% | — | — | |
| 25 | CMI | Cummins INC | Stock-Industrials | 0.02% | — | — | |
| 26 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.02% | — | -7.49% | |
| 27 | MTRN | Materion CORP | Stock-Other | 0.02% | — | — | |
| 28 | T | At&t INC | Stock-Comm Services | 0.02% | — | +3.43% | |
| 29 | 0E41 | Enlink Midstream LLC | Stock-Other | 0.02% | — | — | |
| 30 | VTRS | Viatris INC | Stock-Healthcare | 0.02% | — | -8.69% | |
| 31 | ✓ | Tiziana Life Sciences LTD | Stock-Other | — | — | +12.21% | |
| 32 | BIOLQ | Biolase INC | Stock-Other | — | — | — |