CIK: 0001776290
Total reported value
$2.9B
Showing top 54 holdings (of 254 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | Stock-Tech | 0.03% | — | — | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.03% | — | -0.66% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.03% | — | — | |
| 4 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.03% | — | -2.61% | |
| 5 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.03% | — | +0.02% | |
| 6 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.03% | — | -1.51% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.03% | — | +0.14% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.03% | — | — | |
| 9 | SO | Southern Co/the | Stock-Utilities | 0.03% | — | -7.58% | |
| 10 | MET | Metlife INC | Stock-Financials | 0.03% | — | +0.64% | |
| 11 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 12 | PAYX | Paychex INC | Stock-Tech | 0.03% | — | +4.78% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.03% | — | -57.77% | |
| 14 | FRME | First Merchants CORP | Stock-Other | 0.03% | — | -19.50% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.03% | — | — | |
| 16 | GJB | Steelcase Inc-cl A | Stock-Other | 0.03% | — | — | |
| 17 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.02% | — | — | |
| 18 | WOR | Worthington Enterprises INC | Stock-Other | 0.02% | — | — | |
| 19 | BAC | Bank Of America CORP | Stock-Financials | 0.02% | — | — | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.02% | — | — | |
| 21 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.02% | — | — | |
| 22 | MS | Morgan Stanley | Stock-Financials | 0.02% | — | — | |
| 23 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.02% | — | — | |
| 24 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.02% | — | — | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.02% | — | — | |
| 26 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.02% | — | — | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.02% | — | — | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.02% | — | — | |
| 29 | NEE | Nextera Energy INC | Stock-Utilities | 0.02% | — | -0.92% | |
| 30 | SPARUSD | Shyft Group Inc/the | Stock-Other | 0.02% | — | — | |
| 31 | MTRN | Materion CORP | Stock-Other | 0.02% | — | — | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | — | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.02% | — | -25.07% | |
| 34 | STT | State Street CORP | Stock-Financials | 0.02% | — | +2.33% | |
| 35 | SNY | Sanofi-adr | Stock-Healthcare | 0.02% | — | -1.77% | |
| 36 | BKEM | Bny Mellon Emrg Mrkts Eqty | ETF-Other | 0.02% | — | -43.09% | |
| 37 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.02% | — | — | |
| 38 | DGX | Quest Diagnostics INC | Stock-Healthcare | 0.02% | — | — | |
| 39 | HOMZ | Hoya Capital Housing ETF | ETF-Other | 0.02% | — | — | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.02% | — | -55.92% | |
| 41 | CMI | Cummins INC | Stock-Industrials | 0.02% | — | -1.43% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.02% | — | — | |
| 43 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.02% | — | -5.96% | |
| 44 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.02% | — | -4.90% | |
| 45 | RSPH | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 46 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.02% | — | — | |
| 47 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.02% | — | — | |
| 48 | T | At&t INC | Stock-Comm Services | 0.02% | — | -10.78% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.02% | — | — | |
| 50 | 0E41 | Enlink Midstream LLC | Stock-Other | 0.02% | — | +1.01% |