CIK: 0001776290
Total reported value
$2.9B
Showing top 116 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITW | Illinois Tool Works | Stock-Industrials | 0.02% | — | — | |
| 2 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.02% | — | +0.24% | |
| 3 | PRU | Prudential Financial INC | Stock-Financials | 0.02% | — | +6.66% | |
| 4 | FSLR | First Solar INC | Stock-Tech | 0.02% | — | — | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.02% | — | +0.08% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.02% | — | +0.05% | |
| 7 | GE | General Electric | Stock-Industrials | 0.02% | — | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.02% | — | +0.41% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.02% | — | -10.22% | |
| 10 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.02% | — | -0.32% | |
| 11 | ALL | Allstate CORP | Stock-Financials | 0.02% | — | -0.30% | |
| 12 | LRCX | Lam Research CORP | Stock-Tech | 0.02% | — | -16.12% | |
| 13 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.02% | — | +0.03% | |
| 14 | TXN | Texas Instruments INC | Stock-Tech | 0.02% | — | -1.90% | |
| 15 | T | At&t INC | Stock-Comm Services | 0.02% | — | -1.73% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 17 | ARES | Ares Management CORP - A | Stock-Financials | 0.02% | — | -14.08% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-Other | 0.02% | — | +0.27% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.02% | — | +35.39% | |
| 20 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.02% | — | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.02% | — | +78.30% | |
| 23 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.02% | — | +9.62% | |
| 24 | WEC | Wec Energy Group INC | Stock-Utilities | 0.02% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.02% | — | — | |
| 26 | MET | Metlife INC | Stock-Financials | 0.02% | — | — | |
| 27 | PFE | Pfizer INC | Stock-Healthcare | 0.02% | — | -21.84% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 0.02% | — | — | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.02% | — | +0.04% | |
| 30 | CVCO | Cavco Industries INC | Stock-Consumer Disc | 0.02% | — | — | |
| 31 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.02% | — | — | |
| 32 | CMI | Cummins INC | Stock-Industrials | 0.02% | — | — | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.02% | — | — | |
| 34 | 6D8 | Dupont De Nemours INC | Stock-Other | 0.02% | — | -18.89% | |
| 35 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.02% | — | — | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.02% | — | -5.49% | |
| 37 | STT | State Street CORP | Stock-Financials | 0.02% | — | — | |
| 38 | NEM | Newmont CORP | Stock-Materials | 0.02% | — | — | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.02% | — | — | |
| 40 | APOG | Apogee Enterprises INC | Stock-Other | 0.01% | — | -8.17% | |
| 41 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.01% | — | -0.44% | |
| 42 | CHCO | City Holding Co | Stock-Other | 0.01% | — | +0.63% | |
| 43 | KEL | Kellanova | Stock-Other | 0.01% | — | -74.07% | |
| 44 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 0.01% | — | -8.87% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.01% | — | +0.07% | |
| 46 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.01% | — | +0.04% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.01% | — | — | |
| 48 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 0.01% | — | — | |
| 49 | QRVO | Qorvo INC | Stock-Tech | 0.01% | — | — | |
| 50 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.01% | — | +0.12% |