CIK: 0001776290
Total reported value
$2.9B
Showing top 76 holdings (of 276 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.03% | — | +3.17% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.03% | — | -15.60% | |
| 3 | MET | Metlife INC | Stock-Financials | 0.03% | — | +1.17% | |
| 4 | ALL | Allstate CORP | Stock-Financials | 0.03% | — | — | |
| 5 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.03% | — | -7.33% | |
| 6 | GIS | General Mills INC | Stock-Consumer Staples | 0.03% | — | -12.18% | |
| 7 | DG | Dollar General CORP | Stock-Consumer Staples | 0.03% | — | -1.11% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.03% | — | — | |
| 9 | ABT | Abbott Laboratories | Stock-Healthcare | 0.03% | — | +2.76% | |
| 10 | QRVO | Qorvo INC | Stock-Tech | 0.03% | — | — | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.02% | — | +9.08% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | +0.34% | |
| 13 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.02% | — | +18.05% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 15 | NEE | Nextera Energy INC | Stock-Utilities | 0.02% | — | +3.05% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.02% | — | +0.24% | |
| 17 | DFSEUR | Discover Financial Services | Stock-Other | 0.02% | — | — | |
| 18 | SO | Southern Co/the | Stock-Utilities | 0.02% | — | -17.64% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.02% | — | +15.88% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 0.02% | — | +1.87% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.02% | — | +0.05% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.02% | — | +0.11% | |
| 23 | CHCO | City Holding Co | Stock-Other | 0.02% | — | -26.08% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.02% | — | -2.52% | |
| 25 | CMI | Cummins INC | Stock-Industrials | 0.02% | — | — | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.02% | — | +2.60% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | -31.78% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.02% | — | — | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.02% | — | -5.48% | |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 0.02% | — | -15.26% | |
| 31 | SNY | Sanofi-adr | Stock-Healthcare | 0.02% | — | — | |
| 32 | STT | State Street CORP | Stock-Financials | 0.02% | — | — | |
| 33 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.02% | — | +1.90% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.02% | — | +3.14% | |
| 35 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.02% | — | -4.63% | |
| 36 | HOMZ | Hoya Capital Housing ETF | ETF-Other | 0.02% | — | — | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.02% | — | -18.96% | |
| 38 | FRME | First Merchants CORP | Stock-Other | 0.02% | — | -12.11% | |
| 39 | DGX | Quest Diagnostics INC | Stock-Healthcare | 0.02% | — | — | |
| 40 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.02% | — | — | |
| 41 | COKE | Coca-cola Consolidated INC | Stock-Consumer Staples | 0.02% | — | — | |
| 42 | MUSA | Murphy USA INC | Stock-Consumer Disc | 0.02% | — | — | |
| 43 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.02% | — | — | |
| 44 | NFLX | Netflix INC | Stock-Comm Services | 0.02% | — | -5.08% | |
| 45 | VTRS | Viatris INC | Stock-Healthcare | 0.02% | — | +3.46% | |
| 46 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.02% | — | -6.72% | |
| 47 | DOV | Dover CORP | Stock-Industrials | 0.02% | — | — | |
| 48 | VLO | Valero Energy CORP | Stock-Energy | 0.02% | — | +10.47% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.02% | — | -25.01% | |
| 50 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.02% | — | +3.96% |