Fund Universe

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☆MML INVESTORS SERVICES, LLC

CIK 0000701059 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.831
AUM ($M)
49,006
Positions
3254
Turnover
0.09
Top-10 wt
17%
Herfindahl
0.006
History (qtrs)
6
Excess Return
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Holdings · 500 of 3375 positions (showing top 500 by weight) · portfolio value $49,006M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 4.3% +1.0% 2,120.1 2,831,023 +1,008,602 0 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.8% -0.0% 906.0 4,528,103 +646,454 0 —
☆AAPL funds › APPLE INC ADD — 1.8% +0.0% 890.6 3,077,675 +506,980 0 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.4% +0.2% 667.6 906,548 +149,622 0 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.3% -0.0% 652.0 9,151,096 +1,550,879 0 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 1.3% +0.1% 621.0 9,131,187 +1,894,081 0 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.1% 610.0 1,635,283 +288,166 0 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.2% +0.1% 586.0 853,265 +173,884 0 —
☆AMZN funds › AMAZON COM INC ADD — 1.2% -0.1% 577.0 2,420,738 +295,492 0 —
☆IVW funds › ISHARES TR ADD — 1.1% +0.1% 547.8 3,983,147 +647,171 0 —
☆GOOGL funds › ALPHABET INC ADD — 1.1% +0.1% 542.2 1,517,107 +237,902 0 —
☆IUSB funds › ISHARES TR ADD — 1.1% +0.1% 526.4 11,405,773 +4,140,545 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 1.1% -0.1% 515.2 689,893 +76,665 0 —
☆IEMG funds › ISHARES INC TRIM — 1.0% -0.2% 495.9 5,986,527 -236,339 0 —
☆IEFA funds › ISHARES TR ADD — 0.9% -0.1% 447.7 4,635,301 +614,927 0 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.8% +0.0% 399.9 4,642,430 +3,979,415 0 —
☆IVE funds › ISHARES TR TRIM — 0.8% -0.2% 384.9 1,695,146 -25,933 0 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.7% +0.0% 366.9 10,841,383 +1,772,244 0 —
☆BDYN funds › BLACKROCK ETF TRUST ADD — 0.7% +0.0% 345.7 12,462,810 +2,084,108 0 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 0.7% +0.2% 324.8 6,160,767 +928,195 0 —
☆FELG funds › FIDELITY COVINGTON TRUST ADD — 0.6% +0.0% 314.8 7,195,146 +1,076,447 0 —
☆META funds › META PLATFORMS INC ADD — 0.6% -0.1% 312.8 555,371 +102,864 0 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.6% -0.0% 311.2 950,862 +155,601 0 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.6% -0.0% 309.7 1,420,885 +247,624 0 —
☆AVGO funds › BROADCOM INC ADD — 0.6% +0.1% 308.5 816,618 +156,683 0 —
☆MTUM funds › ISHARES TR ADD — 0.6% +0.2% 284.6 830,205 +204,198 0 —
☆GOOG funds › ALPHABET INC ADD — 0.6% +0.0% 270.6 765,884 +126,866 0 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.6% +0.1% 269.7 3,068,715 +1,040,623 0 —
☆IJH funds › ISHARES TR ADD — 0.5% -0.0% 265.6 3,444,235 +547,762 0 —
☆MUB funds › ISHARES TR ADD — 0.5% -0.0% 257.4 2,391,883 +444,190 0 —
☆DGRO funds › ISHARES TR ADD — 0.5% -0.1% 254.9 3,363,810 +241,564 0 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.5% +0.0% 250.3 5,078,583 +806,792 0 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.5% -0.0% 247.9 3,376,508 +731,922 0 —
☆EFG funds › ISHARES TR ADD — 0.5% +0.0% 241.5 1,941,127 +399,813 0 —
☆IWF funds › ISHARES TR ADD — 0.5% -0.1% 240.2 1,934,415 +1,474,849 0 —
☆QUAL funds › ISHARES TR TRIM — 0.4% -0.3% 219.2 998,944 -418,720 0 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 214.0 6,750,017 +1,381,434 0 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.4% +0.1% 213.6 447,169 +70,948 0 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.0% 211.7 176,497 +25,251 0 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.0% 210.6 2,182,737 +349,243 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% -0.0% 206.3 3,455,905 +542,419 0 —
☆IJR funds › ISHARES TR ADD — 0.4% -0.0% 202.6 1,366,095 +158,628 0 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.4% -0.0% 201.4 1,056,875 -86,139 0 —
☆EFV funds › ISHARES TR TRIM — 0.4% -0.4% 200.2 2,615,105 -1,322,045 0 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% +0.1% 199.5 658,384 +267,547 0 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.4% +0.0% 197.3 4,179,335 +966,763 0 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.4% -0.0% 195.8 529,078 +73,205 0 —
☆BDVL funds › BLACKROCK ETF TRUST ADD — 0.4% -0.0% 192.3 7,403,309 +1,501,886 0 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.4% -0.0% 187.5 3,320,265 +578,613 0 —
☆SMH funds › VANECK ETF TRUST ADD — 0.4% +0.1% 185.4 282,670 +23,941 0 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.4% -0.1% 185.1 3,453,181 +180,896 0 —
☆GOVT funds › ISHARES TR ADD — 0.4% -0.0% 182.2 7,996,194 +1,777,465 0 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.4% +0.2% 177.4 1,968,809 +1,145,753 0 —
☆TSLA funds › TESLA INC ADD — 0.4% -0.0% 175.4 417,053 +63,168 0 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.4% +0.1% 173.8 3,450,085 +824,784 0 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.4% -0.1% 172.2 344,101 +29,416 0 —
☆MBB funds › ISHARES TR ADD — 0.3% -0.0% 167.3 1,769,513 +357,090 0 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.3% +0.1% 166.7 3,308,992 +1,154,605 0 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% -0.0% 165.0 2,000,314 +271,535 0 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD — 0.3% +0.0% 162.8 3,659,190 +698,981 0 —
☆V funds › VISA INC ADD — 0.3% -0.0% 162.8 474,388 +54,898 0 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.3% +0.2% 159.9 138,520 +22,066 0 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.3% -0.1% 159.7 3,705,278 -752,525 0 —
☆ABBV funds › ABBVIE INC ADD — 0.3% -0.0% 159.1 632,277 +80,710 0 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 158.8 1,334,292 +213,785 0 —
☆AGG funds › ISHARES TR ADD — 0.3% -0.1% 154.8 1,563,598 +204,557 0 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 0.3% +0.0% 148.6 3,510,585 +693,751 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.3% +0.2% 143.2 246,426 +13,526 0 —
☆CAT funds › CATERPILLAR INC ADD — 0.3% +0.0% 142.8 134,132 +10,607 0 —
☆WMT funds › WALMART INC ADD — 0.3% -0.1% 141.7 1,251,283 +241,998 0 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.3% +0.3% 141.2 3,856,635 +3,796,934 0 —
☆IDEF funds › BLACKROCK ETF TRUST ADD — 0.3% +0.0% 141.0 4,437,994 +1,481,993 0 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.3% +0.1% 140.7 194,573 +6,271 0 —
☆GLD funds › SPDR GOLD TR ADD — 0.3% -0.1% 139.1 377,545 +32,775 0 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 137.8 454,602 +79,265 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.3% -0.0% 137.6 581,667 +88,417 0 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.3% -0.0% 137.6 3,766,840 +764,607 0 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 136.4 373,109 +45,392 0 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.0% 136.0 1,678,164 +320,413 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.3% -0.1% 131.5 140,552 +23,578 0 —
☆LQD funds › ISHARES TR ADD — 0.3% -0.0% 130.8 1,199,410 +203,646 0 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% -0.1% 130.6 613,962 -107,927 0 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.3% -0.0% 127.8 689,782 +47,888 0 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.1% 126.7 1,078,724 +122,414 0 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 126.6 1,570,945 +1,235,443 0 —
☆ASML funds › ASML HLDG NV ADD — 0.3% +0.1% 125.1 62,901 +20,119 0 —
☆SOXX funds › ISHARES TR ADD — 0.3% +0.1% 122.5 191,249 +23,029 0 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.2% -0.1% 122.3 2,336,978 -333,580 0 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.2% -0.0% 120.0 663,183 +128,494 0 —
☆TLH funds › ISHARES TR TRIM — 0.2% -0.1% 119.7 1,192,620 -171,707 0 —
☆IWY funds › ISHARES TR ADD — 0.2% -0.0% 119.2 410,157 +15,878 0 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.1% 114.4 957,077 +876,677 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% -0.1% 113.8 832,671 +137,007 0 —
☆HD funds › HOME DEPOT INC ADD — 0.2% -0.0% 112.8 319,726 +49,646 0 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.2% -0.0% 111.9 2,459,061 +299,673 0 —
☆MS funds › MORGAN STANLEY ADD — 0.2% +0.0% 106.8 510,682 +74,298 0 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.1% 106.5 659,465 +176,642 0 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% +0.0% 103.7 408,511 +126,845 0 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.2% -0.0% 103.7 1,953,117 +603,718 0 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% -0.1% 103.6 1,451,319 +322,250 0 —
☆IGSB funds › ISHARES TR ADD — 0.2% -0.0% 101.9 1,944,485 +348,012 0 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% +0.0% 101.3 1,648,740 +460,869 0 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 101.0 293,637 +36,195 0 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.2% +0.2% 100.5 3,583,114 +3,583,114 0 —
☆SPHY funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 99.6 4,250,148 +1,027,429 0 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.2% -0.0% 99.4 2,052,383 +380,588 0 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% -0.0% 99.1 627,405 +104,879 0 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 98.3 517,859 +67,575 0 —
☆ITA funds › ISHARES TR ADD — 0.2% -0.0% 97.9 403,807 +69,615 0 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.0% 95.7 94,585 +12,670 0 —
☆MTBA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.2% -0.0% 95.1 1,937,978 +306,124 0 —
☆COWZ funds › PACER FDS TR ADD — 0.2% -0.0% 93.8 1,507,446 +134,853 0 —
☆BFLX funds › BLACKROCK ETF TRUST NEW — 0.2% +0.2% 92.9 3,625,611 +3,625,611 0 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 92.5 3,341,132 +685,098 0 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.1% 92.2 556,097 +64,020 0 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 90.4 1,486,410 +283,092 0 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 89.8 174,903 +19,952 0 —
☆IAU funds › ISHARES GOLD TR ADD — 0.2% -0.1% 89.6 1,186,238 +54,655 0 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.2% +0.1% 88.6 259,724 +16,520 0 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 84.7 577,355 +103,292 0 —
☆ITOT funds › ISHARES TR ADD — 0.2% -0.0% 82.1 500,031 +48,549 0 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.2% +0.0% 81.4 952,246 +266,516 0 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% -0.0% 80.9 966,392 +164,857 0 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 80.4 1,502,729 +247,756 0 —
☆EFA funds › ISHARES TR ADD — 0.2% -0.0% 80.1 771,228 +106,994 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.2% -0.0% 78.7 1,858,294 +445,323 0 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.0% 78.3 460,191 +114,127 0 —
☆FBCG funds › FIDELITY COVINGTON TRUST ADD — 0.2% +0.0% 77.9 1,253,451 +231,093 0 —
☆LMUB funds › ISHARES TR ADD — 0.2% -0.0% 77.7 1,517,394 +329,982 0 —
☆AMGN funds › AMGEN INC ADD — 0.2% -0.0% 76.8 212,074 +27,135 0 —
☆ETN funds › EATON CORP PLC ADD — 0.2% +0.0% 76.6 179,700 +32,675 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.0% 76.5 655,492 +157,959 0 —
☆SGOV funds › ISHARES TR ADD — 0.2% -0.0% 76.3 757,607 +142,213 0 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.2% -0.0% 75.6 970,658 +150,609 0 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE ADD — 0.2% -0.0% 75.3 2,008,472 +462,869 0 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.2% +0.2% 74.4 1,479,773 +1,479,773 0 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 73.8 197,436 +32,474 0 —
☆IWD funds › ISHARES TR TRIM — 0.2% -0.1% 73.8 304,240 -96,832 0 —
☆IEF funds › ISHARES TR ADD — 0.1% -0.0% 73.0 771,426 +118,904 0 —
☆IYW funds › ISHARES TR ADD — 0.1% +0.0% 72.7 288,268 +68,555 0 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% -0.0% 72.6 1,683,398 +315,346 0 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 69.6 3,124,075 +691,916 0 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 69.1 751,691 +437,479 0 —
☆IWM funds › ISHARES TR ADD — 0.1% +0.0% 68.3 227,304 +33,985 0 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 68.1 2,479,147 +418,233 0 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.1% 66.6 476,692 +59,972 0 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 66.4 756,057 +132,287 0 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY ADD — 0.1% +0.0% 65.8 1,866,016 +289,879 0 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 64.7 1,377,499 +579,225 0 —
☆IGV funds › ISHARES TR ADD — 0.1% +0.1% 64.3 710,014 +356,133 0 —
☆BLK funds › BLACKROCK INC ADD — 0.1% -0.0% 64.0 66,569 +11,651 0 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.1% 63.9 147,384 +18,429 0 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 63.6 226,034 +34,892 0 —
☆SHY funds › ISHARES TR ADD — 0.1% -0.0% 63.5 773,885 +185,769 0 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.1% +0.1% 63.5 152,840 +53,564 0 —
☆PLD funds › PROLOGIS INC. ADD — 0.1% -0.0% 63.4 467,950 +85,843 0 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 63.1 414,516 +62,607 0 —
☆VLUE funds › ISHARES TR TRIM — 0.1% +0.0% 60.3 301,994 -7,031 0 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 60.3 742,069 +113,908 0 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% -0.0% 59.3 468,221 +84,524 0 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 58.1 213,715 +44,838 0 —
☆FESM funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 57.7 1,194,801 +334,523 0 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.1% -0.0% 57.4 621,646 +46,629 0 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 57.2 48,680 +11,779 0 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 57.1 444,129 +63,932 0 —
☆IEUR funds › ISHARES TR TRIM — 0.1% -0.1% 57.0 757,843 -325,736 0 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.1% 56.9 190,966 +75,083 0 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 56.9 1,125,142 +200,799 0 —
☆IQLT funds › ISHARES TR TRIM — 0.1% -0.0% 56.6 1,142,286 -4,716 0 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 56.3 2,884,828 +461,147 0 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.1% -0.0% 56.3 780,554 +55,081 0 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 55.8 290,878 +101,605 0 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.1% +0.1% 55.6 128,912 +20,769 0 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 55.4 353,287 +61,398 0 —
☆PULS funds › PGIM ETF TR ADD — 0.1% +0.0% 55.2 1,113,486 +372,614 0 —
☆IXUS funds › ISHARES TR ADD — 0.1% -0.0% 55.1 576,881 +89,338 0 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 54.8 714,797 +144,717 0 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 54.8 178,764 +24,458 0 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 54.4 887,762 +146,955 0 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 54.0 588,856 +38,813 0 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% -0.0% 53.6 54,846 +6,014 0 —
☆HYG funds › ISHARES TR ADD — 0.1% -0.0% 53.6 670,517 +78,525 0 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 53.5 2,041,893 +471,638 0 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT ADD — 0.1% +0.0% 52.7 1,523,084 +571,302 0 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 51.9 1,002,068 +326,183 0 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 0.1% +0.0% 51.2 1,347,667 +297,762 0 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 51.0 895,638 +236,302 0 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% -0.0% 51.0 1,007,730 +183,573 0 —
☆SNA funds › SNAP ON INC ADD — 0.1% -0.0% 51.0 126,644 +15,494 0 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 50.8 396,786 +97,268 0 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.1% +0.0% 50.4 296,715 +29,833 0 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% +0.0% 49.7 844,313 +178,874 0 —
☆USB funds › US BANCORP ADD — 0.1% +0.0% 49.7 823,380 +162,900 0 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.1% +0.0% 49.7 77,754 -7,560 0 —
☆JPEF funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 49.6 617,646 -55,487 0 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 49.2 248,798 +7,068 0 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 49.0 1,792,846 +429,674 0 —
☆REVS funds › COLUMBIA ETF TR I ADD — 0.1% +0.0% 48.9 1,554,384 +361,688 0 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% -0.0% 48.9 591,357 +98,513 0 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.1% +0.1% 48.4 50,165 +17,784 0 —
☆IYJ funds › ISHARES TR ADD — 0.1% +0.0% 48.2 289,334 +75,168 0 —
☆IAI funds › ISHARES TR ADD — 0.1% +0.0% 48.1 274,228 +71,683 0 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.1% +0.0% 47.8 937,682 +309,193 0 —
☆SLV funds › ISHARES SILVER TR ADD — 0.1% -0.1% 47.7 892,105 +96,792 0 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 47.5 157,425 +145,746 0 —
☆IDGT funds › ISHARES TR ADD — 0.1% +0.1% 47.5 396,601 +364,663 0 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 47.2 1,721,703 +1,417,045 0 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 47.0 336,131 +53,873 0 —
☆SPYI funds › NEOS ETF TRUST ADD — 0.1% +0.0% 46.9 882,849 +385,600 0 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 46.8 1,054,413 +178,919 0 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 46.3 90,946 +11,210 0 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 45.8 135,374 +41,906 0 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.0% 45.8 343,640 +59,175 0 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 45.6 246,830 -4,404 0 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 45.5 187,080 +13,116 0 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.1% -0.0% 45.5 753,964 +128,010 0 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.1% -0.0% 45.2 253,385 +243,912 0 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.1% -0.0% 45.1 497,276 +59,923 0 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.1% 44.7 1,850,117 +1,432,166 0 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 44.6 984,601 +280,655 0 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 44.4 505,515 +415,615 0 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 44.4 164,200 +20,853 0 —
☆MINT funds › PIMCO ETF TR ADD — 0.1% +0.0% 44.4 440,001 +141,867 0 —
☆FMDE funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 44.0 1,083,146 +237,565 0 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 43.9 536,208 +100,271 0 —
☆FENI funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 43.9 1,093,828 +446,762 0 —
☆T funds › AT&T INC ADD — 0.1% -0.1% 43.8 2,118,217 +321,971 0 —
☆CGMM funds › CAPITAL GROUP EQUITY ETF TR ADD — 0.1% +0.0% 43.7 1,325,925 +379,386 0 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.1% +0.0% 43.7 301,979 +72,027 0 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 43.7 453,572 +48,912 0 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 43.3 295,584 +64,314 0 —
☆EMXC funds › ISHARES INC ADD — 0.1% +0.1% 43.0 420,612 +265,532 0 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 42.9 2,188,800 +380,511 0 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 42.7 857,265 +376,122 0 —
☆APUE funds › TRUST FOR PROFESSIONAL MANAG ADD — 0.1% -0.0% 42.6 921,857 +43,533 0 —
☆USMV funds › ISHARES TR ADD — 0.1% -0.0% 42.5 440,532 +74,698 0 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 42.5 704,192 +190,943 0 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 42.4 240,206 +72,808 0 —
☆QLC funds › FLEXSHARES TR ADD — 0.1% +0.0% 42.0 467,369 +117,964 0 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 41.9 267,715 +35,577 0 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% +0.0% 41.9 582,166 +116,997 0 —
☆PAYX funds › PAYCHEX INC ADD — 0.1% -0.0% 41.7 423,834 +75,831 0 —
☆TBIL funds › RBB FD INC ADD — 0.1% -0.0% 41.5 832,046 +213,268 0 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 41.3 1,186,101 +265,328 0 —
☆IWB funds › ISHARES TR TRIM — 0.1% -0.1% 41.3 100,749 -69,135 0 —
☆SO funds › SOUTHERN CO ADD — 0.1% -0.0% 41.1 429,658 +78,432 0 —
☆IYZ funds › ISHARES TR ADD — 0.1% +0.1% 40.7 962,934 +940,186 0 —
☆SHV funds › ISHARES TR ADD — 0.1% -0.0% 40.6 368,101 +58,369 0 —
☆VONV funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 40.5 380,971 +27,551 0 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 40.2 509,087 +82,627 0 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.1% 40.2 134,852 +28,358 0 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.1% 40.1 1,626,073 +1,248,761 0 —
☆NVS funds › NOVARTIS AG ADD — 0.1% -0.0% 40.1 255,770 +26,177 0 —
☆IWR funds › ISHARES TR ADD — 0.1% -0.0% 39.7 359,566 +56,081 0 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% +0.0% 39.7 51,968 +8,344 0 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 39.5 308,934 +33,783 0 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.1% -0.0% 39.4 196,261 +19,021 0 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 38.8 256,166 +38,950 0 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.1% +0.0% 38.8 97,706 +14,591 0 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.1% -0.0% 38.5 762,452 +127,405 0 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% -0.0% 38.4 375,990 -51,773 0 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.1% -0.0% 38.4 328,738 +66,670 0 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 38.3 306,724 +106,461 0 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 38.2 154,962 +31,559 0 —
☆CME funds › CME GROUP INC ADD — 0.1% -0.0% 38.0 172,256 +23,185 0 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 37.9 919,814 +95,494 0 —
☆MDT funds › MEDTRONIC PLC ADD — 0.1% -0.0% 37.7 482,378 +129,826 0 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 37.5 554,895 +94,917 0 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.1% +0.0% 37.4 111,744 +41,673 0 —
☆GARP funds › ISHARES TR ADD — 0.1% +0.0% 36.8 446,128 +104,669 0 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 36.7 724,122 +160,031 0 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 36.6 440,046 +98,068 0 —
☆CGHM funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 36.0 1,390,783 +217,189 0 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% +0.0% 35.9 101,472 +26,366 0 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY ADD — 0.1% +0.0% 35.8 956,911 +372,446 0 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.0% 35.6 520,563 +59,584 0 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 35.2 338,263 +59,286 0 —
☆ACWX funds › ISHARES TR TRIM — 0.1% -0.1% 35.1 461,045 -534,356 0 —
☆NOW funds › SERVICENOW INC ADD — 0.1% -0.0% 35.1 353,420 +31,241 0 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 35.0 117,147 +10,786 0 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 35.0 258,266 +39,641 0 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 34.9 259,074 +46,421 0 —
☆BOXX funds › EA SERIES TRUST ADD — 0.1% +0.0% 34.8 296,913 +111,061 0 —
☆GLW funds › CORNING INC ADD — 0.1% +0.0% 34.6 135,591 +14,274 0 —
☆ICVT funds › ISHARES TR ADD — 0.1% +0.0% 34.4 282,239 +54,757 0 —
☆CGIC funds › CAPITAL GROUP INTERNATIONAL ADD — 0.1% +0.0% 34.2 940,604 +375,039 0 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 34.1 193,028 +64,451 0 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 33.9 345,385 +110,203 0 —
☆NLR funds › VANECK ETF TRUST ADD — 0.1% -0.0% 33.8 291,645 +66,793 0 —
☆ILCG funds › ISHARES TR ADD — 0.1% +0.0% 33.7 288,309 +46,206 0 —
☆DGRW funds › WISDOMTREE TR ADD — 0.1% -0.0% 33.6 351,171 +68,471 0 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 33.6 1,393,942 +291,529 0 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.1% 33.5 211,065 -152,625 0 —
☆PJAN funds › INNOVATOR ETFS TRUST ADD — 0.1% -0.0% 33.2 671,766 +86,847 0 —
☆SPMD funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 33.2 491,126 +29,149 0 —
☆DE funds › DEERE & CO ADD — 0.1% -0.0% 33.1 52,191 +1,540 0 —
☆EWJ funds › ISHARES INC ADD — 0.1% -0.0% 32.6 349,814 +39,970 0 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.1% -0.0% 32.5 171,254 +31,137 0 —
☆PSX funds › PHILLIPS 66 ADD — 0.1% -0.0% 32.2 190,233 +31,609 0 —
☆IUSV funds › ISHARES TR ADD — 0.1% -0.0% 31.7 287,524 +37,717 0 —
☆IUSG funds › ISHARES TR ADD — 0.1% +0.0% 31.3 166,331 +29,669 0 —
☆COWG funds › PACER FDS TR TRIM — 0.1% -0.0% 31.2 778,017 -295,341 0 —
☆DDWM funds › WISDOMTREE TR ADD — 0.1% -0.0% 30.9 668,967 +143,188 0 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 30.5 339,713 +56,625 0 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 30.5 123,918 +15,674 0 —
☆ESGU funds › ISHARES TR ADD — 0.1% -0.0% 30.1 183,780 +22,374 0 —
☆PFXF funds › VANECK ETF TRUST ADD — 0.1% +0.0% 30.0 1,680,246 +532,074 0 —
☆TLT funds › ISHARES TR ADD — 0.1% -0.0% 29.6 343,064 +82,897 0 —
☆AIQ funds › GLOBAL X FDS ADD — 0.1% +0.0% 29.3 446,630 +94,558 0 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.1% +0.0% 29.3 77,941 +13,695 0 —
☆HSY funds › HERSHEY CO ADD — 0.1% -0.0% 29.2 166,656 +42,983 0 —
☆RWL funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 29.2 228,455 +43,767 0 —
☆IGEB funds › ISHARES TR ADD — 0.1% -0.0% 29.1 645,097 +87,837 0 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 29.0 1,421,907 +295,247 0 —
☆IQV funds › IQVIA HLDGS INC ADD — 0.1% -0.0% 28.8 148,998 +14,473 0 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.1% 28.5 242,768 -131,566 0 —
☆IOO funds › ISHARES TR ADD — 0.1% -0.0% 28.4 207,851 +24,333 0 —
☆VCLT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 28.2 375,307 +99,508 0 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 28.2 309,512 +102,989 0 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 27.7 513,667 +105,177 0 —
☆APP funds › APPLOVIN CORP TRIM — 0.1% -0.0% 27.6 53,654 -475 0 —
☆CMI funds › CUMMINS INC ADD — 0.1% +0.0% 27.6 38,720 +2,055 0 —
☆IWO funds › ISHARES TR ADD — 0.1% -0.0% 27.4 69,634 +5,234 0 —
☆QQQI funds › NEOS ETF TRUST ADD — 0.1% +0.0% 27.3 480,022 +255,669 0 —
☆GRNY funds › TIDAL TRUST I ADD — 0.1% +0.0% 27.2 984,228 +158,927 0 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY ADD — 0.1% +0.0% 27.2 70,299 +6,873 0 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 26.6 798,095 +167,206 0 —
☆DBEF funds › DBX ETF TR ADD — 0.1% +0.0% 26.5 484,683 +123,998 0 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.1% -0.0% 26.4 209,116 +36,566 0 —
☆QLTY funds › GMO ETF TRUST TRIM — 0.1% -0.0% 26.3 632,609 -113,577 0 —
☆STIP funds › ISHARES TR ADD — 0.1% +0.0% 26.3 257,510 +111,367 0 —
☆VONE funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 26.0 76,622 +32,167 0 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.1% +0.0% 25.9 96,334 +21,339 0 —
☆VTC funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 25.9 336,814 +38,817 0 —
☆ESGD funds › ISHARES TR TRIM — 0.1% -0.0% 25.8 251,429 -4,178 0 —
☆RECS funds › COLUMBIA ETF TR I ADD — 0.1% +0.0% 25.8 595,285 +117,445 0 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.1% -0.0% 25.7 115,207 +24,028 0 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 25.5 258,950 -4,121 0 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 25.5 544,568 +81,551 0 —
☆QDPL funds › PACER FDS TR ADD — 0.1% +0.0% 25.3 562,152 +158,995 0 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% -0.0% 25.2 63,451 +14,453 0 —
☆HEFA funds › ISHARES TR TRIM — 0.1% -0.1% 25.2 537,596 -598,017 0 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.1% -0.0% 25.2 219,157 +40,965 0 —
☆JNK funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 25.1 260,785 +35,017 0 —
☆PWR funds › QUANTA SVCS INC ADD — 0.1% +0.0% 25.0 34,763 +3,820 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.1% -0.0% 25.0 49,776 +9,396 0 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.1% -0.0% 24.9 182,155 +39,134 0 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% -0.0% 24.8 78,923 +12,885 0 —
☆LIN funds › LINDE PLC ADD — 0.1% -0.0% 24.8 47,829 +4,725 0 —
☆CLOA funds › BLACKROCK ETF TRUST II ADD — 0.1% -0.0% 24.7 475,109 +34,179 0 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 24.6 627,075 +191,130 0 —
☆SNOW funds › SNOWFLAKE INC ADD — 0.1% +0.0% 24.6 96,569 +13,277 0 —
☆VPU funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 24.3 124,338 +26,046 0 —
☆BILS funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 24.3 244,530 -14,461 0 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.0% -0.0% 24.2 82,569 +15,692 0 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 24.2 415,817 +86,081 0 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 24.0 499,073 +51,515 0 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.1% 24.0 224,170 -130,878 0 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 23.9 209,649 -11,373 0 —
☆BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% -0.0% 23.8 801,494 +106,883 0 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.0% -0.0% 23.8 214,839 +38,377 0 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.0% -0.0% 23.7 45,376 +49 0 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 23.5 284,264 +245,799 0 —
☆ICSH funds › ISHARES TR ADD — 0.0% -0.0% 23.4 463,525 +83,065 0 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD — 0.0% +0.0% 23.4 33,271 +12,837 0 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 23.3 261,261 +55,200 0 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 23.3 281,848 +41,391 0 —
☆AJG funds › GALLAGHER ARTHUR J & CO ADD — 0.0% -0.0% 23.3 101,450 +20,096 0 —
☆URI funds › UNITED RENTALS INC ADD — 0.0% +0.0% 23.2 20,491 +1,272 0 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% -0.0% 23.2 932,943 +165,752 0 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 22.9 80,750 +8,617 0 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 22.8 712,950 +153,947 0 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.0% +0.0% 22.8 95,898 +25,625 0 —
☆IWP funds › ISHARES TR ADD — 0.0% -0.0% 22.7 155,142 +19,836 0 —
☆VIS funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 22.3 61,898 +3,706 0 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 22.2 236,394 +21,950 0 —
☆BLV funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 21.9 318,197 +70,796 0 —
☆VIGI funds › VANGUARD WHITEHALL FDS ADD — 0.0% -0.0% 21.9 234,434 +34,347 0 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.0% -0.0% 21.9 890,885 +166,835 0 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.0% -0.0% 21.8 177,091 +67,835 0 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.0% +0.0% 21.8 53,456 +24,460 0 —
☆BA funds › BOEING CO ADD — 0.0% -0.0% 21.8 100,564 +10,353 0 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 21.8 852,558 +69,779 0 —
☆DDOG funds › DATADOG INC ADD — 0.0% +0.0% 21.7 83,313 +7,633 0 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.0% +0.0% 21.7 225,648 +30,274 0 —
☆SPSM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 21.6 374,428 +83,898 0 —
☆DAL funds › DELTA AIR LINES INC ADD — 0.0% +0.0% 21.6 230,203 +25,460 0 —
☆FICO funds › FAIR ISAAC CORP ADD — 0.0% -0.0% 21.4 17,953 +103 0 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.0% +0.0% 21.4 528,439 +176,083 0 —
☆MOAT funds › VANECK ETF TRUST ADD — 0.0% -0.0% 21.2 204,171 +9,959 0 —
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 21.2 680,293 +135,906 0 —
☆QLTA funds › ISHARES TR TRIM — 0.0% -0.0% 21.1 444,521 -15,538 0 —
☆BOND funds › PIMCO ETF TR ADD — 0.0% -0.0% 21.1 229,015 +52,665 0 —
☆FLOT funds › ISHARES TR ADD — 0.0% -0.0% 21.1 413,476 +74,141 0 —
☆BDX funds › BECTON DICKINSON & CO ADD — 0.0% +0.0% 21.0 138,452 +42,809 0 —
☆IGIB funds › ISHARES TR ADD — 0.0% -0.0% 20.9 392,521 +63,128 0 —
☆IBTK funds › ISHARES TR ADD — 0.0% +0.0% 20.7 1,058,574 +350,752 0 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.0% -0.0% 20.6 410,143 +76,193 0 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% -0.0% 20.5 325,936 +27,233 0 —
☆PTLC funds › PACER FDS TR ADD — 0.0% -0.0% 20.4 350,648 +51,389 0 —
☆SHYG funds › ISHARES TR ADD — 0.0% -0.0% 20.4 480,840 +116,113 0 —
☆FRDM funds › EA SERIES TRUST ADD — 0.0% +0.0% 20.2 276,841 +95,599 0 —
☆CALF funds › PACER FDS TR ADD — 0.0% -0.0% 20.2 398,574 +48,673 0 —
☆NET funds › CLOUDFLARE INC ADD — 0.0% -0.0% 20.1 82,119 +4,739 0 —
☆BKDV funds › BNY MELLON ETF TRUST II ADD — 0.0% +0.0% 20.0 597,718 +571,451 0 —
☆UL funds › UNILEVER PLC ADD — 0.0% -0.0% 19.9 331,756 +40,566 0 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 19.9 418,771 +85,117 0 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 19.9 675,879 +211,933 0 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 19.9 192,982 +54,688 0 —
☆NEM funds › NEWMONT CORP ADD — 0.0% -0.0% 19.7 211,251 +46,007 0 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 19.6 38,445 +10,059 0 —
☆IGM funds › ISHARES TR TRIM — 0.0% -0.0% 19.6 119,676 -3,207 0 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 19.6 86,187 +15,389 0 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.0% +0.0% 19.6 195,031 +38,671 0 —
☆MMM funds › 3M CO ADD — 0.0% -0.0% 19.5 120,577 +15,775 0 —
☆ENB funds › ENBRIDGE INC ADD — 0.0% -0.0% 19.5 359,467 +71,305 0 —
☆QTUM funds › ETF SER SOLUTIONS ADD — 0.0% +0.0% 19.3 116,972 +66,396 0 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 19.3 366,458 +70,631 0 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.0% -0.0% 19.3 38,907 +5,488 0 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% -0.0% 19.3 1,040,435 +206,681 0 —
☆MGV funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 19.1 116,563 +22,400 0 —
☆VTHR funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 19.0 57,435 +18,680 0 —
☆SPG funds › SIMON PPTY GROUP INC NEW TRIM — 0.0% -0.0% 19.0 85,095 -1,433 0 —
☆IVLU funds › ISHARES TR ADD — 0.0% -0.0% 19.0 455,066 +68,703 0 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 18.8 155,114 +23,737 0 —
☆EEMS funds › ISHARES INC ADD — 0.0% -0.0% 18.8 247,105 +27,789 0 —
☆RCL funds › ROYAL CARIBBEAN GROUP ADD — 0.0% +0.0% 18.7 58,993 +9,176 0 —
☆GVAL funds › CAMBRIA ETF TR ADD — 0.0% +0.0% 18.7 518,078 +158,726 0 —
☆LCTU funds › BLACKROCK ETF TRUST ADD — 0.0% -0.0% 18.6 232,617 +28,648 0 —
☆PFF funds › ISHARES TR ADD — 0.0% -0.0% 18.6 611,250 +114,260 0 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.0% -0.0% 18.4 63,359 +15,660 0 —
☆APIE funds › TRUST FOR PROFESSIONAL MANAG ADD — 0.0% -0.0% 18.4 474,951 +35,187 0 —
☆ARTY funds › ISHARES TR ADD — 0.0% +0.0% 18.4 241,132 +156,729 0 —
☆NBIS funds › NEBIUS GROUP N.V. ADD — 0.0% +0.0% 18.3 66,233 +5,836 0 —
☆BTI funds › BRITISH AMERN TOB PLC ADD — 0.0% -0.0% 18.1 293,448 +43,887 0 —
☆OUNZ funds › VANECK MERK GOLD ETF ADD — 0.0% -0.0% 18.1 468,651 +112,902 0 —
☆USFR funds › WISDOMTREE TR ADD — 0.0% -0.0% 18.1 359,103 +46,242 0 —
☆SMLF funds › ISHARES TR ADD — 0.0% +0.0% 18.0 202,079 +54,451 0 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% -0.0% 18.0 226,426 +29,273 0 —
☆JTEK funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 17.8 159,888 +28,849 0 —
☆OBIL funds › RBB FD INC ADD — 0.0% -0.0% 17.8 356,852 +56,645 0 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% -0.0% 17.8 164,991 +23,493 0 —
☆SYSB funds › ISHARES TR ADD — 0.0% -0.0% 17.8 200,631 +52,818 0 —
☆SGOL funds › ETFS GOLD TR ADD — 0.0% -0.0% 17.7 463,007 +91,496 0 —
☆MCK funds › MCKESSON CORP ADD — 0.0% -0.0% 17.6 23,322 +102 0 —
☆PSFF funds › PACER FDS TR ADD — 0.0% -0.0% 17.5 510,791 +106,254 0 —
☆TIP funds › ISHARES TR ADD — 0.0% -0.0% 17.5 160,147 +24,454 0 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.0% -0.0% 17.5 373,361 +87,552 0 —
☆MDYV funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 17.4 183,769 +9,635 0 —
☆EME funds › EMCOR GROUP INC ADD — 0.0% -0.0% 17.2 20,717 +2,247 0 —
☆UDIV funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 17.2 285,976 +285,976 0 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% -0.0% 17.2 194,094 +24,255 0 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% +0.0% 17.2 120,017 +27,053 0 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 17.1 177,418 +27,505 0 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 17.1 236,360 -3,283 0 —
☆LOW funds › LOWES COS INC ADD — 0.0% -0.0% 17.1 77,447 +11,002 0 —
☆VST funds › VISTRA CORP ADD — 0.0% +0.0% 16.9 106,398 +37,559 0 —
☆SHLD funds › GLOBAL X FDS TRIM — 0.0% -0.0% 16.8 281,535 -32,554 0 —
☆ABNB funds › AIRBNB INC ADD — 0.0% -0.0% 16.8 117,235 +5,072 0 —
☆MISL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 16.8 366,437 -63,158 0 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 16.6 146,705 +23,664 0 —
☆PFFA funds › ETFIS SER TR I ADD — 0.0% -0.0% 16.5 801,143 +101,082 0 —
☆SUB funds › ISHARES TR ADD — 0.0% +0.0% 16.4 154,022 +42,186 0 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 16.4 406,849 +110,953 0 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.0% +0.0% 16.3 47,356 +10,312 0 —
☆RKLB funds › ROCKET LAB CORP ADD — 0.0% +0.0% 16.3 160,269 +39,884 0 —
☆IBB funds › ISHARES TR TRIM — 0.0% -0.0% 16.3 85,623 -13,344 0 —
☆ADBE funds › ADOBE INC ADD — 0.0% -0.0% 16.2 78,919 +6,695 0 —
☆MAS funds › MASCO CORP ADD — 0.0% +0.0% 16.2 198,765 +20,250 0 —
☆CUSIP:09290C848 funds › BLACKROCK ETF TRUST ADD — 0.0% -0.0% 16.1 535,434 +68,429 0 —
☆CGIE funds › CAPITAL GROUP INTERNATIONAL ADD — 0.0% +0.0% 16.0 435,313 +89,364 0 —
☆IFRA funds › ISHARES TR ADD — 0.0% -0.0% 16.0 253,930 +31,612 0 —
☆CUSIP:G5S37H101 funds › MAREX GROUP PLC NEW — 0.0% +0.0% 16.0 262,551 +262,551 0 —
☆IEI funds › ISHARES TR ADD — 0.0% -0.0% 15.9 135,764 +25,344 0 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 15.9 153,917 +24,876 0 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% -0.0% 15.9 66,517 +1,737 0 —
☆FHEQ funds › FIDELITY GREENWOOD STREET TR ADD — 0.0% -0.0% 15.9 482,669 +69,270 0 —
☆CGSD funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% -0.0% 15.9 616,594 +155,544 0 —
☆SPIB funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 15.8 473,606 +112,466 0 —
☆MTZ funds › MASTEC INC ADD — 0.0% +0.0% 15.8 38,055 +5,458 0 —
☆EMLC funds › VANECK ETF TRUST ADD — 0.0% -0.0% 15.7 615,422 +110,632 0 —
☆OEF funds › ISHARES TR TRIM — 0.0% -0.0% 15.7 42,875 -4,262 0 —
☆HIMU funds › BLACKROCK ETF TRUST II ADD — 0.0% +0.0% 15.6 313,825 +126,012 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.0% +0.0% 15.5 69,385 +21,995 0 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% -0.0% 15.5 311,076 +34,458 0 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 15.5 428,306 +48,969 0 —
☆DVY funds › ISHARES TR ADD — 0.0% -0.0% 15.5 98,909 +9,823 0 —
☆CLS funds › CELESTICA INC ADD — 0.0% +0.0% 15.3 41,970 +16,385 0 —
☆INTU funds › INTUIT TRIM — 0.0% -0.0% 15.3 58,647 -1,659 0 —
☆FLTR funds › VANECK ETF TRUST ADD — 0.0% -0.0% 15.2 595,180 +119,371 0 —
☆CB funds › CHUBB LIMITED TRIM — 0.0% -0.0% 15.2 44,727 -3,780 0 —
☆PSI funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 15.2 81,058 +11,307 0 —
☆XSMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 15.2 162,027 +56,627 0 —
☆IJT funds › ISHARES TR ADD — 0.0% +0.0% 15.1 84,506 +17,130 0 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% -0.0% 15.1 261,750 +45,891 0 —
☆IJJ funds › ISHARES TR ADD — 0.0% -0.0% 15.0 101,400 +17,089 0 —
☆TTE funds › TOTALENERGIES SE ADD — 0.0% -0.0% 15.0 192,534 +22,824 0 —
☆ARKG funds › ARK ETF TR ADD — 0.0% +0.0% 15.0 355,711 +212,277 0 —
☆CARR funds › CARRIER GLOBAL CORPORATION ADD — 0.0% +0.0% 14.9 203,743 +17,097 0 —
☆FLDR funds › FIDELITY MERRIMACK STR TR ADD — 0.0% -0.0% 14.9 297,206 +40,736 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 49,006 3254 0.09 17% 0.006 0.826 — in
2026Q1 36,058 2995 0.09 16% 0.005 0.818 — in
2025Q4 41,049 3037 0.06 16% 0.005 0.831 — in
2025Q3 37,468 2879 0.08 16% 0.005 0.802 — entered
2025Q2 35 2802 0.09 17% 0.006 0.000 — out
2025Q1 30 2683 0.00 17% 0.006 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status