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☆VANGUARD ADVISERS INC

CIK 0000947529 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.995
AUM ($M)
29,391
Positions
715
Turnover
0.02
Top-10 wt
96%
Herfindahl
0.240
History (qtrs)
6
Excess Return
-11.6%

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Holdings · 500 of 810 positions (showing top 500 by weight) · portfolio value $29,391M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS ADD — 37.0% +1.2% 10,875.2 29,389,176 +898,561 2 +0.6%
☆VXUS funds › VANGUARD STAR FDS ADD — 26.1% -0.4% 7,661.1 89,614,585 +2,099,106 2 -16.1%
☆BND funds › VANGUARD BD INDEX FDS ADD — 15.7% -0.5% 4,603.8 62,713,498 +6,578,881 2 -34.5%
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 9.7% -0.5% 2,849.9 58,846,335 +4,839,199 2 -33.7%
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 1.7% +0.1% 508.1 3,842,055 +141,981 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.7% +0.0% 502.7 731,870 +22,638 2 +0.1%
☆VSGX funds › VANGUARD WORLD FD ADD — 1.2% +0.0% 339.9 4,128,548 +105,807 2 -13.1%
☆VXF funds › VANGUARD INDEX FDS ADD — 1.1% +0.1% 334.0 1,356,739 +30,379 2 +5.1%
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 1.1% +0.1% 311.6 4,372,783 +383,134 2 -14.4%
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.0% -0.0% 291.6 3,482,258 -30,097 2 -16.0%
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.8% -0.0% 220.7 4,362,459 +510,250 2 -32.6%
☆VCEB funds › VANGUARD WORLD FD ADD — 0.5% -0.0% 141.3 2,251,429 +245,533 2 -35.5%
☆VTV funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 98.7 452,824 +22,365 2 -6.1%
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 92.1 1,069,677 +895,762 2 +6.2%
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.3% -0.0% 74.7 974,442 +93,493 2 -35.1%
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.2% -0.0% 68.1 873,886 +85,332 2 -31.2%
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.0% 53.6 908,764 +101,171 2 -34.2%
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.0% 51.8 867,508 +53,011 2 -22.9%
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.0% 47.7 819,197 +86,624 2 -30.3%
☆VONE funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 38.0 112,042 -775 2 -0.1%
☆BLV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 37.2 539,045 +50,302 2 -41.9%
☆VB funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 34.6 114,139 -1,404 2 -3.5%
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.0% -0.0% 10.2 43,094 +755 2 -12.4%
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 8.0 91,153 +73,862 2 +8.3%
☆IVV funds › ISHARES TR ADD — 0.0% +0.0% 7.7 10,333 +223 2 +0.1%
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.0% +0.0% 7.4 9,961 +378 2 +0.0%
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.0% -0.0% 6.8 43,064 +1,922 2 -13.0%
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 6.7 83,608 +62,791 2 -3.7%
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 5.1 57,810 -368 2 -20.1%
☆VV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 4.3 12,575 +1,100 2 +0.8%
☆ITOT funds › ISHARES TR TRIM — 0.0% -0.0% 4.1 24,934 -214 2 +0.7%
☆MGV funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 3.9 24,089 -823 2 -5.5%
☆VPL funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 3.7 32,253 +1,257 2 -7.8%
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 3.7 44,717 +37,983 2 +12.0%
☆QQQ funds › INVESCO QQQ TR ADD — 0.0% +0.0% 3.2 4,395 +282 2 +18.5%
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 3.0 107,053 +8,800 2 -13.4%
☆IEFA funds › ISHARES TR TRIM — 0.0% -0.0% 2.8 28,953 -467 2 -19.4%
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.0% +0.0% 2.7 7,375 -153 2 +4.9%
☆VBR funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 2.5 10,220 +377 2 -9.6%
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 2.3 18,087 +3,585 2 -5.8%
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 2.1 25,629 +712 2 -10.9%
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 2.1 23,932 -56 2 +0.2%
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 2.0 12,949 -869 2 -6.4%
☆VOT funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 2.0 6,551 +133 2 +2.0%
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 2.0 67,676 -1,155 2 +0.7%
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 2.0 9,884 -532 2 -7.8%
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 1.8 14,705 +10,912 2 -6.0%
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 1.5 52,148 +1,379 2 +0.2%
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 1.4 17,891 +1,256 2 -8.2%
☆IJR funds › ISHARES TR ADD — 0.0% +0.0% 1.3 8,899 +849 2 +2.9%
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 1.2 8,691 -316 2 -1.6%
☆FNDX funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 1.2 38,516 -527 2 -0.3%
☆IWM funds › ISHARES TR ADD — 0.0% +0.0% 1.2 3,867 +221 2 +5.2%
☆ESGU funds › ISHARES TR ADD — 0.0% +0.0% 1.1 6,651 +390 2 +1.9%
☆IWD funds › ISHARES TR ADD — 0.0% -0.0% 1.1 4,359 +1 2 +5.6%
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 1.1 29,144 +1,062 2 +6.5%
☆VGLT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 1.0 18,730 +2,161 2 -43.2%
☆IVW funds › ISHARES TR TRIM — 0.0% +0.0% 1.0 7,243 -17 2 +11.7%
☆MGC funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.9 3,379 +341 2 +1.8%
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.9 19,972 -1,396 2 -1.1%
☆IUSG funds › ISHARES TR ADD — 0.0% +0.0% 0.9 4,577 +298 2 +11.4%
☆BBUS funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.9 6,347 -55 2 +0.4%
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.9 26,842 +3,261 2 -6.1%
☆IWB funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 2,027 -286 2 -0.3%
☆QUAL funds › ISHARES TR TRIM — 0.0% -0.0% 0.8 3,617 -148 2 -5.1%
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.7 13,416 +1,878 2 -11.4%
☆VOOV funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.7 3,193 +423 2 -12.2%
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.7 20,313 +1,769 2 +7.7%
☆SPYV funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.7 10,711 +53 2 -12.2%
☆IVE funds › ISHARES TR ADD — 0.0% -0.0% 0.7 2,864 +137 2 -12.3%
☆DGRO funds › ISHARES TR ADD — 0.0% +0.0% 0.6 8,481 +1,158 2 -10.9%
☆SPYG funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.6 5,087 +0 2 +11.9%
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.6 15,777 +585 2 -5.0%
☆IUSV funds › ISHARES TR ADD — 0.0% +0.0% 0.6 5,434 +670 2 -12.4%
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.6 11,418 +746 2 -13.2%
☆ESGD funds › ISHARES TR ADD — 0.0% -0.0% 0.5 5,093 +85 2 -18.3%
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.5 3,835 +15 2 +5.5%
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% -0.0% 0.5 2,971 +95 2 -26.0%
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.5 1,490 +158 2 +18.6%
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.0% +0.0% 0.4 4,451 +723 2 -16.1%
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.0% +0.0% 0.4 814 +73 2 -12.1%
☆IWS funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 2,406 -140 2 +1.2%
☆IWR funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,484 -9 2 -1.8%
☆USMV funds › ISHARES TR ADD — 0.0% -0.0% 0.4 3,921 +81 2 -18.2%
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.4 4,447 +419 2 -30.8%
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 0.3 3,713 -278 2 -19.6%
☆VONV funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.3 3,221 +232 2 +5.9%
☆SPMD funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.3 4,921 +220 2 -8.2%
☆SDY funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.3 2,170 +144 2 -23.4%
☆EFV funds › ISHARES TR ADD — 0.0% -0.0% 0.3 4,258 +310 2 -16.7%
☆SPTM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.3 3,556 +180 2 -0.4%
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.3 8,970 +83 2 -7.0%
☆EFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 2,918 -175 2 -19.1%
☆MTUM funds › ISHARES TR ADD — 0.0% +0.0% 0.3 855 +27 2 +29.9%
☆SFY funds › TIDAL TRUST I ADD — 0.0% +0.0% 0.3 1,898 +623 2 +9.7%
☆IWV funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 662 -3 2 +0.0%
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.3 1,310 +250 2 -7.9%
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.3 3,178 +238 2 -34.7%
☆GSIE funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 0.3 5,712 -99 2 -17.9%
☆IXUS funds › ISHARES TR ADD — 0.0% +0.0% 0.3 2,729 +226 2 -15.7%
☆SPSM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.3 4,503 +166 2 +2.9%
☆VIOO funds › VANGUARD ADMIRAL FDS INC TRIM — 0.0% -0.0% 0.3 1,867 -155 2 +3.1%
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.3 6,930 +1,659 2 -2.1%
☆IJK funds › ISHARES TR ADD — 0.0% +0.0% 0.3 2,172 +597 2 -1.0%
☆BKLC funds › BNY MELLON ETF TRUST ADD — 0.0% -0.0% 0.3 1,754 +4 2 +1.4%
☆BBIN funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.2 3,061 -150 2 -21.3%
☆FNDE funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.2 5,556 +778 2 -21.6%
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.2 6,030 +662 2 -22.2%
☆IJJ funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,470 -70 2 -15.6%
☆PRF funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.2 3,980 +312 2 +1.9%
☆ESGE funds › ISHARES INC ADD — 0.0% +0.0% 0.2 3,878 +73 2 -10.1%
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.2 4,027 +254 2 -21.4%
☆VTHR funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.2 618 -12 2 +0.3%
☆SUSA funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,308 +13 2 +1.7%
☆TOUS funds › T ROWE PRICE EXCHANGE-TRADED NEW — 0.0% +0.0% 0.2 5,218 +5,218 1 +18.2%
☆AGG funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,990 +427 2 -34.7%
☆IVOG funds › VANGUARD ADMIRAL FDS INC TRIM — 0.0% -0.0% 0.2 1,282 -108 2 -0.3%
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.2 4,994 +1,385 2 -19.9%
☆IVOV funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.2 1,619 +78 2 -15.4%
☆IVOO funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.2 1,416 +232 2 -8.2%
☆ONEQ funds › FIDELITY COMWLTH TR ADD — 0.0% +0.0% 0.2 1,749 +234 2 +11.0%
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.2 2,227 +1,225 2 +5.9%
☆SCHC funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.2 3,714 +232 2 -27.0%
☆IQLT funds › ISHARES TR ADD — 0.0% +0.0% 0.2 3,553 +496 2 -14.9%
☆IWN funds › ISHARES TR TRIM — 0.0% +0.0% 0.2 790 -1 2 +0.8%
☆DFAX funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.2 4,628 +0 2 -17.2%
☆VLUE funds › ISHARES TR ADD — 0.0% +0.0% 0.2 849 +162 2 +57.4%
☆AOK funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 4,079 +0 2 -26.0%
☆OEF funds › ISHARES TR ADD — 0.0% +0.0% 0.2 462 +85 2 +1.5%
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.2 3,001 +12 2 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.2 3,310 +1,492 2 -28.1%
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 0.2 2,421 +815 2 +4.2%
☆IDEV funds › ISHARES TR ADD — 0.0% -0.0% 0.2 1,845 +118 2 -18.2%
☆PXF funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% -0.0% 0.2 2,162 +33 2 -11.1%
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.2 1,710 +812 2 -23.1%
☆IWP funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,053 +15 2 -11.4%
☆ILCB funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,433 +0 2 +1.1%
☆VIOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.1 958 +37 2 +7.9%
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.1 1,471 +1,029 2 -10.7%
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.1 1,539 +280 2 -8.5%
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.1 3,252 +562 2 -19.0%
☆EFG funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 1,071 -84 2 -21.3%
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC TRIM — 0.0% -0.0% 0.1 1,066 -29 2 —
☆TVAL funds › T ROWE PRICE EXCHANGE-TRADED NEW — 0.0% +0.0% 0.1 2,971 +2,971 1 +16.3%
☆BNDW funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.1 1,806 -203 2 -34.1%
☆IYY funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 674 +0 2 +0.2%
☆IJT funds › ISHARES TR ADD — 0.0% +0.0% 0.1 631 +6 2 +7.5%
☆MOAT funds › VANECK ETF TRUST ADD — 0.0% -0.0% 0.1 1,074 +54 2 -14.6%
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD — 0.0% +0.0% 0.1 156 +3 2 -8.7%
☆EMXC funds › ISHARES INC ADD — 0.0% +0.0% 0.1 1,063 +180 2 +6.1%
☆USIG funds › ISHARES TR ADD — 0.0% +0.0% 0.1 2,119 +344 2 -34.8%
☆FQAL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.1 1,302 +0 2 -4.5%
☆MUB funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 954 -35 2 -33.0%
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.0% +0.0% 0.1 2,076 +816 2 -3.0%
☆JQUA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.1 1,401 +437 2 +11.2%
☆FNDC funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 2,073 +385 2 -22.8%
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.1 2,503 +422 2 -11.0%
☆IWL funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 537 +0 2 +0.0%
☆GSSC funds › GOLDMAN SACHS ETF TR HOLD — 0.0% +0.0% 0.1 1,080 +0 2 +8.0%
☆NOBL funds › PROSHARES TR ADD — 0.0% +0.0% 0.1 1,745 +1,145 2 -22.1%
☆BBCA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.1 981 +42 2 -4.1%
☆SCHK funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 2,699 -220 2 +0.7%
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.1 589 +152 2 +38.6%
☆IWO funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 235 -2 2 +9.4%
☆CUSIP:92206C623 funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.1 318 +127 2 —
☆ABBV funds › ABBVIE INC NEW — 0.0% +0.0% 0.1 363 +363 1 +88.7%
☆SPAB funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 3,576 +1,231 2 -34.8%
☆IWY funds › ISHARES TR ADD — 0.0% +0.0% 0.1 309 +20 2 -6.1%
☆NUDM funds › NUSHARES ETF TR ADD — 0.0% -0.0% 0.1 2,233 +35 2 -18.3%
☆DBEF funds › DBX ETF TR ADD — 0.0% -0.0% 0.1 1,609 +46 2 -10.4%
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.1 504 +504 1 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 720 +80 2 +7.5%
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,245 +686 2 -9.9%
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.1 1,748 +82 2 -22.7%
☆HDV funds › ISHARES TR ADD — 0.0% +0.0% 0.1 2,974 +2,516 2 -13.7%
☆TCAF funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.0% +0.0% 0.1 1,966 +1,916 2 +2.7%
☆VFMO funds › VANGUARD WELLINGTON FD ADD — 0.0% +0.0% 0.1 310 +29 2 +6.0%
☆DLN funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.1 801 +0 2 -9.3%
☆DVY funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 483 -67 2 -16.5%
☆SUSL funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 563 -1 2 +3.5%
☆EFAV funds › ISHARES TR ADD — 0.0% -0.0% 0.1 846 +71 2 -27.6%
☆DUHP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.1 1,758 +0 2 -9.5%
☆BKMC funds › BNY MELLON ETF TRUST HOLD — 0.0% -0.0% 0.1 584 +0 2 -13.6%
☆LRGF funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 938 -36 2 +3.2%
☆PXH funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% -0.0% 0.1 2,494 +195 2 -21.0%
☆VTC funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.1 856 +326 2 -35.3%
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% -0.0% 0.1 874 +38 2 -27.5%
☆USXF funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 932 +0 2 +14.7%
☆VFVA funds › VANGUARD WELLINGTON FD TRIM — 0.0% -0.0% 0.1 432 -1 2 +2.5%
☆SDOG funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.1 937 +0 2 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 0.1 713 +10 2 -19.9%
☆FELC funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.1 1,507 +165 2 +5.6%
☆SEIM funds › SEI EXCHANGE TRADED FUNDS NEW — 0.0% +0.0% 0.1 1,118 +1,118 1 +14.2%
☆SPEU funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.1 1,134 -4 2 -20.9%
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.1 488 +86 2 -3.1%
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.1 868 +0 2 -8.1%
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 0.0% +0.0% 0.1 621 -16 2 -11.1%
☆FDL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.1 1,195 +308 2 -17.7%
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.1 337 +146 2 -3.8%
☆VFMV funds › VANGUARD WELLINGTON FD ADD — 0.0% +0.0% 0.1 411 +101 2 -14.5%
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.1 1,098 -1 2 -0.3%
☆DSI funds › ISHARES TR ADD — 0.0% +0.0% 0.1 397 +17 2 +4.2%
☆SCZ funds › ISHARES TR ADD — 0.0% -0.0% 0.1 686 +30 2 -23.1%
☆MSLC funds › MORGAN STANLEY PATHWAY FDS ADD — 0.0% +0.0% 0.1 955 +127 2 -2.3%
☆COWZ funds › PACER FDS TR ADD — 0.0% +0.0% 0.1 897 +569 2 -7.1%
☆RWL funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.1 428 +129 2 -1.8%
☆IMCB funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 562 +0 2 +5.3%
☆HDEF funds › DBX ETF TR TRIM — 0.0% -0.0% 0.1 1,667 -166 2 -24.3%
☆FENI funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.1 1,327 -472 2 -18.2%
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.1 965 +0 2 +3.6%
☆SPTI funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 1,865 +1,676 2 -34.3%
☆BBEU funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.1 675 +53 2 -20.6%
☆DFEM funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.1 1,268 +0 2 -12.1%
☆AKRE funds › PROFESIONALLY MANAGED PORTFO NEW — 0.0% +0.0% 0.1 965 +965 1 +25.9%
☆SLYV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 465 +178 2 -1.7%
☆CUSIP:464288109 funds › ISHARES TR NEW — 0.0% +0.0% 0.1 496 +496 1 —
☆SCHI funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 2,214 -34 2 -34.5%
☆BKIE funds › BNY MELLON ETF TRUST HOLD — 0.0% -0.0% 0.0 486 +0 2 -17.3%
☆DGRW funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.0 508 -33 2 -12.9%
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.0 377 +5 2 +0.8%
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.0 499 +436 2 -19.9%
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.0 521 +28 2 +0.7%
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.0 853 +228 2 -16.3%
☆IJS funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 334 -3 2 -1.8%
☆IUSB funds › ISHARES TR ADD — 0.0% -0.0% 0.0 987 +72 2 -34.1%
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.0% +0.0% 0.0 961 +113 2 -8.2%
☆RPG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 0.0 696 -20 2 +19.1%
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.0 526 +60 2 -4.3%
☆IEUR funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 574 -10 2 -19.8%
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 0.0 415 +18 2 -21.6%
☆NUEM funds › NUSHARES ETF TR ADD — 0.0% +0.0% 0.0 978 +48 2 -13.3%
☆TGRT funds › T ROWE PRICE EXCHANGE-TRADED NEW — 0.0% +0.0% 0.0 874 +874 1 -11.1%
☆ROUS funds › LATTICE STRATEGIES TR TRIM — 0.0% -0.0% 0.0 577 -45 2 -0.5%
☆SMLF funds › ISHARES TR ADD — 0.0% +0.0% 0.0 429 +88 2 +2.8%
☆GEM funds › GOLDMAN SACHS ETF TR ADD — 0.0% +0.0% 0.0 731 +23 2 -10.1%
☆IMCG funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 386 -50 2 +18.7%
☆SCHY funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 1,193 +190 2 -29.2%
☆DGRS funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 628 +0 2 -6.5%
☆CWI funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.0 916 -1,045 2 -14.6%
☆SCHP funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 1,399 +1,399 1 -25.2%
☆FELV funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 924 +82 2 +11.7%
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.0 602 -38 2 -7.6%
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% -0.0% 0.0 262 +0 2 -3.3%
☆MDYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 380 -9 2 -15.6%
☆DFIS funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.0 1,018 -142 2 -22.3%
☆SPYD funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 747 -110 2 -15.0%
☆TAGG funds › T ROWE PRICE EXCHANGE-TRADED NEW — 0.0% +0.0% 0.0 829 +829 1 -21.5%
☆SNPE funds › DBX ETF TR ADD — 0.0% +0.0% 0.0 510 +265 2 -39.6%
☆NTSX funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 589 +0 2 -7.7%
☆GOVT funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 1,499 -173 2 -35.0%
☆PDN funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.0 724 +0 2 -24.0%
☆IDLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.0 932 +0 2 -28.6%
☆ESML funds › ISHARES TR ADD — 0.0% +0.0% 0.0 561 +65 2 +0.9%
☆HEFA funds › ISHARES TR ADD — 0.0% +0.0% 0.0 663 +66 2 -10.7%
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% +0.0% 0.0 341 +328 2 -30.7%
☆IGIB funds › ISHARES TR ADD — 0.0% +0.0% 0.0 579 +156 2 -34.6%
☆EMGF funds › ISHARES INC TRIM — 0.0% -0.0% 0.0 417 -29 2 -7.5%
☆ESG funds › FLEXSHARES TR HOLD — 0.0% +0.0% 0.0 171 +0 2 +2.3%
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.0% -0.0% 0.0 150 -349 2 +18.5%
☆SHE funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 193 +0 2 +16.8%
☆IEI funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 250 +0 2 -33.8%
☆CUSIP:316092824 funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 0.0 423 +32 2 —
☆VFMF funds › VANGUARD WELLINGTON FD TRIM — 0.0% -0.0% 0.0 162 -23 2 +5.1%
☆VFLO funds › VICTORY PORTFOLIOS II TRIM — 0.0% -0.0% 0.0 611 -177 2 +53.3%
☆INTF funds › ISHARES TR ADD — 0.0% +0.0% 0.0 668 +410 2 -16.9%
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% +0.0% 0.0 65 +59 2 +70.4%
☆JEMA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.0 421 -139 2 -6.0%
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.0% -0.0% 0.0 597 -6 2 -0.5%
☆ACWI funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 169 +0 2 -5.6%
☆DIHP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 769 +0 2 -22.7%
☆IEF funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 276 -22 2 -36.4%
☆IPAC funds › ISHARES TR ADD — 0.0% -0.0% 0.0 314 +20 2 -18.7%
☆DES funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 630 +0 2 -4.0%
☆RWJ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.0 427 -63 2 +7.8%
☆XCEM funds › COLUMBIA ETF TR II HOLD — 0.0% +0.0% 0.0 473 +0 2 +4.6%
☆RODM funds › LATTICE STRATEGIES TR HOLD — 0.0% -0.0% 0.0 617 +0 2 -18.4%
☆PVAL funds › PUTNAM ETF TRUST NEW — 0.0% +0.0% 0.0 479 +479 1 +23.8%
☆LQD funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 222 -89 2 -37.2%
☆SPIB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 719 -91 2 -32.6%
☆QEFA funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.0 237 -27 2 -22.4%
☆IBDY funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 880 +0 2 -34.5%
☆DIVI funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.0% -0.0% 0.0 525 +0 2 -15.9%
☆FLTR funds › VANECK ETF TRUST ADD — 0.0% -0.0% 0.0 874 +26 2 -27.1%
☆CALF funds › PACER FDS TR ADD — 0.0% +0.0% 0.0 441 +422 2 +22.9%
☆FEZ funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.0 323 +41 2 -14.2%
☆IOO funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 161 +0 2 +1.7%
☆VOTE funds › TCW ETF TRUST ADD — 0.0% +0.0% 0.0 248 +10 2 +1.5%
☆AVGE funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.0 220 +0 2 -6.3%
☆VBIL funds › VANGUARD INSTL INDEX FD ADD — 0.0% +0.0% 0.0 286 +282 2 -27.8%
☆AMZN funds › AMAZON COM INC ADD — 0.0% +0.0% 0.0 85 +35 2 +41.3%
☆XSOE funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.0 411 +69 2 -7.8%
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 334 +185 2 -12.1%
☆EWS funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 680 +0 2 +13.7%
☆XMLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 303 +229 2 -21.4%
☆DJD funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 317 +0 2 -16.9%
☆SPTS funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 675 -262 2 -30.2%
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.0 164 +159 2 +51.9%
☆EZU funds › ISHARES INC ADD — 0.0% -0.0% 0.0 278 +1 2 -14.5%
☆VFQY funds › VANGUARD WELLINGTON FD TRIM — 0.0% -0.0% 0.0 113 -1 2 +0.9%
☆GINN funds › GOLDMAN SACHS ETF TR HOLD — 0.0% +0.0% 0.0 244 +0 2 -0.9%
☆VIS funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 53 +53 1 +14.0%
☆IUS funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% -0.0% 0.0 288 -118 2 +8.1%
☆IAGG funds › ISHARES TR ADD — 0.0% +0.0% 0.0 370 +135 2 -32.0%
☆VTWV funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.0 95 -60 2 +1.5%
☆VAW funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 81 +81 1 -5.1%
☆DFCF funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 435 +0 2 -34.4%
☆XSVM funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.0 261 +1 2 -0.7%
☆FFSM funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 474 +463 2 -0.4%
☆MDYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 161 +41 2 -1.0%
☆LSAF funds › TWO RDS SHARED TR HOLD — 0.0% -0.0% 0.0 348 +0 2 +11.7%
☆IVLU funds › ISHARES TR ADD — 0.0% -0.0% 0.0 431 +3 2 -18.1%
☆IBDS funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 715 +0 2 -28.5%
☆IBDT funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 685 +0 2 -29.7%
☆IBDR funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 713 +0 2 -27.8%
☆META funds › META PLATFORMS INC ADD — 0.0% +0.0% 0.0 30 +22 2 -46.5%
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.0 207 -134 2 +0.8%
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.0% +0.0% 0.0 156 +138 2 -47.3%
☆PFM funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 299 +0 2 -13.8%
☆FSMD funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 301 +93 2 -1.5%
☆EAGG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 335 +0 2 -34.8%
☆NULG funds › NUSHARES ETF TR HOLD — 0.0% +0.0% 0.0 132 +0 2 +21.7%
☆DFSV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 396 +0 2 -5.8%
☆FLRN funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.0 489 +17 2 -27.4%
☆DMXF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 178 +0 2 -11.7%
☆ISTB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 309 +0 2 -30.8%
☆STXF funds › EA SERIES TRUST HOLD — 0.0% -0.0% 0.0 307 +0 2 +0.6%
☆DLS funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.0 176 +104 2 -25.5%
☆BSCV funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.0 884 +0 2 -33.0%
☆TIP funds › ISHARES TR NEW — 0.0% +0.0% 0.0 132 +132 1 -25.7%
☆RECS funds › COLUMBIA ETF TR I ADD — 0.0% -0.0% 0.0 333 +1 2 -4.5%
☆PTLC funds › PACER FDS TR ADD — 0.0% +0.0% 0.0 244 +64 2 -12.6%
☆EEMV funds › ISHARES INC ADD — 0.0% +0.0% 0.0 188 +103 2 -7.7%
☆SHYG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 331 +331 1 -16.8%
☆DWM funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.0 191 +191 1 +2.5%
☆EBND funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 660 +660 1 -9.8%
☆VDE funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.0 92 +90 2 +6.5%
☆SUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 129 +0 2 -31.1%
☆GSEU funds › GOLDMAN SACHS ETF TR HOLD — 0.0% -0.0% 0.0 282 +0 2 -21.7%
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.0 700 +0 2 -27.7%
☆SPGP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.0 110 +4 2 -4.3%
☆VCLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.0 176 -14 2 -41.0%
☆FPX funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 64 +0 2 +8.6%
☆HEDJ funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.0 232 +35 2 -17.3%
☆CFA funds › VICTORY PORTFOLIOS II HOLD — 0.0% -0.0% 0.0 133 +0 2 -13.1%
☆ILCG funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 112 +0 2 +7.6%
☆DON funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.0 227 -124 2 -17.4%
☆FDVV funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.0 213 -418 2 -9.3%
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 0.0% +0.0% 0.0 302 +68 2 +0.4%
☆EQWL funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 99 +99 1 +19.2%
☆CRBN funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 50 -15 2 -7.3%
☆PTL funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 43 +43 1 +1.0%
☆TFI funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 268 +265 2 -33.1%
☆IDV funds › ISHARES TR ADD — 0.0% +0.0% 0.0 294 +205 2 -19.3%
☆GLDM funds › WORLD GOLD TR NEW — 0.0% +0.0% 0.0 152 +152 1 -39.9%
☆SHY funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 147 -15 2 -30.5%
☆JGLO funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 167 +0 2 -14.7%
☆ACWX funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 156 -4 2 -15.0%
☆JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.0 143 -25 2 -20.0%
☆MSSM funds › MORGAN STANLEY PATHWAY FDS ADD — 0.0% +0.0% 0.0 189 +22 2 -1.9%
☆SMLV funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 73 +0 2 +0.4%
☆IBDV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 523 +0 2 -32.4%
☆AAPL funds › APPLE INC ADD — 0.0% +0.0% 0.0 39 +7 2 +4.4%
☆IGRO funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 127 +0 2 -19.7%
☆CUSIP:74933W635 funds › RBB FD INC HOLD — 0.0% -0.0% 0.0 363 +0 2 —
☆BALI funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 329 +329 1 +7.1%
☆AIEQ funds › AMPLIFY ETF TR TRIM — 0.0% -0.0% 0.0 225 -2 2 -2.2%
☆JPME funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.0 89 -19 2 -8.6%
☆PID funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.0 497 -5 2 -30.9%
☆TMSL funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.0% +0.0% 0.0 249 +193 2 +0.4%
☆EPS funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 139 +0 2 +3.4%
☆WTV funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.0 105 -63 2 -10.8%
☆BINC funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 203 +203 1 -18.0%
☆NULV funds › NUSHARES ETF TR HOLD — 0.0% -0.0% 0.0 212 +0 2 -2.2%
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT HOLD — 0.0% +0.0% 0.0 300 +0 2 -6.7%
☆GWX funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.0 237 +0 2 -22.6%
☆DGT funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 56 +0 2 -12.6%
☆JPIN funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.0 139 +130 2 -24.5%
☆FMDE funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 247 +0 2 +2.8%
☆PDP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 64 +0 2 -4.4%
☆DIVB funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 157 -1 2 +20.5%
☆NVO funds › NOVO-NORDISK A S NEW — 0.0% +0.0% 0.0 196 +196 1 -8.3%
☆BKSE funds › BNY MELLON ETF TRUST HOLD — 0.0% +0.0% 0.0 70 +0 2 +1.9%
☆IGSB funds › ISHARES TR ADD — 0.0% -0.0% 0.0 179 +7 2 -30.6%
☆CLOA funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 180 +180 1 -19.7%
☆ROAM funds › LATTICE STRATEGIES TR HOLD — 0.0% +0.0% 0.0 260 +0 2 -5.5%
☆SMMV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 198 +0 2 -17.7%
☆THRO funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 0.0 210 +122 2 +5.9%
☆BIBL funds › NORTHERN LTS FD TR IV HOLD — 0.0% +0.0% 0.0 154 +0 2 -29.0%
☆ARKK funds › ARK ETF TR ADD — 0.0% +0.0% 0.0 110 +107 2 +2.5%
☆MINT funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.0 88 +88 1 -19.7%
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD NEW — 0.0% +0.0% 0.0 552 +552 1 -41.0%
☆SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% -0.0% 0.0 202 -87 2 -16.8%
☆SHV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 78 +0 2 -27.9%
☆JHML funds › JOHN HANCOCK EXCHANGE TRADED HOLD — 0.0% -0.0% 0.0 96 +0 2 -2.2%
☆SPHD funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% -0.0% 0.0 165 +18 2 -21.7%
☆EZM funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 110 +0 2 -10.7%
☆SPMB funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 372 +372 1 -21.0%
☆ESUM funds › STRATEGY SHS HOLD — 0.0% +0.0% 0.0 270 +0 2 -20.4%
☆PFFA funds › ETFIS SER TR I ADD — 0.0% +0.0% 0.0 402 +306 2 -29.3%
☆VCRB funds › VANGUARD MALVERN FDS ADD — 0.0% -0.0% 0.0 107 +13 2 -34.2%
☆FESM funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.0 170 +0 2 +20.9%
☆ETHO funds › AMPLIFY ETF TR NEW — 0.0% +0.0% 0.0 100 +100 1 +52.8%
☆REGL funds › PROSHARES TR HOLD — 0.0% -0.0% 0.0 87 +0 2 -22.1%
☆DEM funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.0 148 +148 1 -7.7%
☆CFO funds › VICTORY PORTFOLIOS II HOLD — 0.0% -0.0% 0.0 99 +0 2 -13.1%
☆PWB funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.0 47 -156 2 +17.9%
☆IBTK funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 404 +0 2 -33.3%
☆SMOT funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 199 +0 2 -6.7%
☆FDEM funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 212 +0 2 -17.4%
☆SPTL funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.0 290 +2 2 -43.3%
☆AIRR funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.0 57 +57 1 -25.1%
☆AUSF funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 154 +154 1 +12.6%
☆LGLV funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 41 +0 2 -24.8%
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 0.0 203 +197 2 -9.8%
☆VNQI funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.0 165 +165 1 -27.5%
☆IMTM funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 137 -187 2 -19.0%
☆VSDB funds › VANGUARD MALVERN FDS TRIM — 0.0% -0.0% 0.0 96 -153 2 -29.9%
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP NEW — 0.0% +0.0% 0.0 37 +37 1 +14.9%
☆USSG funds › DBX ETF TR HOLD — 0.0% +0.0% 0.0 103 +0 2 +2.6%
☆VCRM funds › VANGUARD MUN BD FDS NEW — 0.0% +0.0% 0.0 93 +93 1 -19.8%
☆FVAL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 91 +0 2 +1.5%
☆RWK funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.0 48 +0 2 -5.6%
☆JAVA funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 88 +0 2 -7.6%
☆SPYX funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 114 -5 2 -0.2%
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.0% 0.0 94 -45 2 —
☆DFSI funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 152 +0 2 -21.3%
☆FDEV funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 193 +0 2 -24.6%
☆TDVI funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 215 +215 1 -0.4%
☆PTEU funds › PACER FDS TR NEW — 0.0% +0.0% 0.0 203 +203 1 +21.3%
☆BBAG funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 146 +0 2 -34.6%
☆XSMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.0 71 +40 2 -3.3%
☆IGEB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 147 +147 1 -22.5%
☆VTEI funds › VANGUARD MUN BD FDS HOLD — 0.0% -0.0% 0.0 65 +0 2 -34.0%
☆DDLS funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 148 +0 2 -27.7%
☆FYX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.0 45 +0 2 +9.8%
☆IBDX funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 257 +0 2 -33.7%
☆DFSD funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 135 +0 2 -31.0%
☆DFLV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 160 +0 2 +2.4%
☆TLH funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 63 -28 2 -41.6%
☆NUSC funds › NUSHARES ETF TR ADD — 0.0% +0.0% 0.0 119 +42 2 -8.0%
☆EELV funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 223 +109 2 -35.0%
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% -0.0% 0.0 371 -129 2 -32.4%
☆QQQJ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% +0.0% 0.0 134 -1 2 +20.9%
☆EES funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.0 89 -161 2 +4.3%
☆EWG funds › ISHARES INC TRIM — 0.0% -0.0% 0.0 147 -25 2 -26.8%
☆EDIV funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.0 145 +21 2 -31.7%
☆XMVM funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 83 +0 2 -8.5%
☆JPST funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 114 +114 1 -20.0%
☆AFLG funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 132 +0 2 -4.3%
☆JUST funds › GOLDMAN SACHS ETF TR HOLD — 0.0% +0.0% 0.0 52 +0 2 +3.7%
☆USMF funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 101 +0 2 -15.8%
☆TSLA funds › TESLA INC ADD — 0.0% +0.0% 0.0 13 +1 2 -62.7%
☆GOOG funds › ALPHABET INC TRIM — 0.0% -0.0% 0.0 15 -9 2 -1.6%
☆AOA funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 54 +0 2 -12.7%
☆URTH funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 26 +0 2 -4.8%
☆MSFT funds › MICROSOFT CORP TRIM — 0.0% -0.0% 0.0 14 -53 2 +27.5%
☆TCHP funds › T ROWE PRICE EXCHANGE-TRADED HOLD — 0.0% -0.0% 0.0 104 +0 2 -7.8%
☆XT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 63 +63 1 +1.8%
☆TDVG funds › T ROWE PRICE EXCHANGE-TRADED TRIM — 0.0% -0.0% 0.0 106 -99 2 -33.4%
☆KOMP funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 71 +71 1 +5.3%
☆CUSIP:524682200 funds › LEGG MASON ETF INVT HOLD — 0.0% -0.0% 0.0 59 +0 2 —
☆QVML funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.0 113 +0 2 -42.8%
☆ROE funds › EA SERIES TRUST HOLD — 0.0% +0.0% 0.0 116 +0 2 +10.5%
☆GURU funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.0 70 +2 2 +1.0%
☆PBUS funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 65 +6 2 +0.5%
☆NANC funds › TIDAL TRUST I ADD — 0.0% +0.0% 0.0 96 +12 2 +8.8%
☆CUSIP:26922A321 funds › ETF SER SOLUTIONS HOLD — 0.0% -0.0% 0.0 81 +0 2 —
☆ISCB funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 64 +0 2 -3.5%
☆DWX funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.0 104 -4 2 -28.7%
☆SDIV funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.0 194 -42 2 -32.7%
☆CDL funds › VICTORY PORTFOLIOS II TRIM — 0.0% -0.0% 0.0 60 -2 2 -13.8%
☆DIVO funds › AMPLIFY ETF TR TRIM — 0.0% -0.0% 0.0 95 -55 2 -17.8%
☆SCHR funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 175 -275 2 -34.3%
☆VDG funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 53 +53 1 +20.4%
☆MILN funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.0 97 +63 2 -9.0%
☆EGUS funds › ISHARES TR NEW — 0.0% +0.0% 0.0 70 +70 1 -7.0%
☆EUHY funds › ISHARES INC NEW — 0.0% +0.0% 0.0 75 +75 1 -16.9%
☆SECU funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 80 +80 1 -17.9%
☆CGIE funds › CAPITAL GROUP INTERNATIONAL TRIM — 0.0% -0.0% 0.0 108 -163 2 -17.8%
☆EMLC funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.0 154 +154 1 -10.5%
☆EWC funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 68 +0 2 -5.5%
☆GLIN funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 84 +0 2 -55.6%
☆ONEY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 30 +0 2 -11.9%
☆TPSC funds › TIMOTHY PLAN NEW — 0.0% +0.0% 0.0 79 +79 1 +30.3%
☆DOL funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 51 +0 2 -14.8%
☆EEMA funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 32 +0 2 -4.8%
☆SCHO funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 152 -182 2 -30.2%
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.0% -0.0% 0.0 7 -4 2 -41.9%
☆NOC funds › NORTHROP GRUMMAN CORP NEW — 0.0% +0.0% 0.0 7 +7 1 +8.1%
☆LLY funds › ELI LILLY & CO NEW — 0.0% +0.0% 0.0 3 +3 1 +86.0%
☆NACP funds › TIDAL TRUST III TRIM — 0.0% -0.0% 0.0 59 -124 2 +16.1%
☆DAX funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 80 +0 2 -26.2%
☆JMOM funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% +0.0% 0.0 40 +0 2 +18.2%
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED NEW — 0.0% +0.0% 0.0 44 +44 1 +20.5%
☆GCOW funds › PACER FDS TR HOLD — 0.0% -0.0% 0.0 75 +0 2 -25.7%
☆LHX funds › L3HARRIS TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 11 +11 1 -46.3%
☆LVHD funds › LEGG MASON ETF INVT HOLD — 0.0% -0.0% 0.0 72 +0 2 -23.7%
☆JHMD funds › JOHN HANCOCK EXCHANGE TRADED HOLD — 0.0% -0.0% 0.0 70 +0 2 -21.6%
☆IBDU funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 133 +0 2 -30.7%
☆TMFE funds › RBB FD INC HOLD — 0.0% -0.0% 0.0 104 +0 2 -11.6%

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 29,391 715 0.02 96% 0.240 0.995 — in
2026Q1 25,509 668 0.00 96% 0.236 0.995 — entered
2025Q4 0 0 0.00 0% 0.000 0.000 — out
2025Q3 0 0 0.00 0% 0.000 0.000 — out
2025Q2 0 0 0.00 0% 0.000 0.000 — out
2025Q1 0 0 0.00 0% 0.000 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