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☆Hills Bank & Trust Co

CIK 0001309148 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.655
AUM ($M)
2,350
Positions
383
Turnover
0.14
Top-10 wt
52%
Herfindahl
0.039
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 400 positions · portfolio value $2,350M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST TRIM — 12.8% -0.4% 299.8 3,411,823 -135,435 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 7.3% +0.3% 171.5 2,406,484 +158,939 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 6.6% -0.1% 154.8 207,251 -4,119 5 —
☆FTRB funds › FEDERATED HERMES ETF TRUST ADD — 6.0% +2.5% 140.9 5,613,451 +2,770,883 5 —
☆AVLC funds › AMERICAN CENTY ETF TR TRIM — 4.3% -0.1% 101.3 1,125,936 -62,841 3 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 3.5% -0.2% 82.2 1,215,987 -77,650 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 3.3% -0.1% 78.5 111,587 -3,823 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 3.1% +0.2% 72.8 1,219,031 +94,116 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 2.6% +1.6% 61.2 1,265,473 +847,653 5 —
☆GII funds › SPDR INDEX SHS FDS TRIM — 2.4% -0.4% 56.7 749,512 -12,777 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.9% -0.0% 44.5 222,599 -4,137 5 —
☆GOOG funds › ALPHABET INC TRIM — 1.7% +0.1% 39.6 112,114 -2,807 5 —
☆AAPL funds › APPLE INC TRIM — 1.5% -0.0% 36.2 124,984 -3,305 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 1.2% -1.5% 29.3 1,499,770 -1,423,084 5 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 1.2% -1.4% 27.3 1,390,074 -1,259,054 5 —
☆VBCE funds › VANGUARD WELLESLEY INCOME FD NEW — 1.2% +1.2% 27.1 358,002 +358,002 1 —
☆VBCF funds › VANGUARD WELLESLEY INCOME FD NEW — 1.1% +1.1% 26.9 355,839 +355,839 1 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.1% -0.2% 25.9 69,333 -1,306 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD TRIM — 1.1% -1.4% 25.5 1,250,435 -1,230,333 5 —
☆GUNR funds › FLEXSHARES TR TRIM — 1.1% -0.3% 24.8 503,100 -9,229 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 1.0% -0.2% 24.3 330,596 -29,562 5 —
☆VBCA funds › VANGUARD WELLESLEY INCOME FD NEW — 1.0% +1.0% 24.0 317,164 +317,164 1 —
☆VBCB funds › VANGUARD WELLESLEY INCOME FD NEW — 1.0% +1.0% 24.0 317,384 +317,384 1 —
☆VBCC funds › VANGUARD WELLESLEY INCOME FD NEW — 1.0% +1.0% 24.0 317,270 +317,270 1 —
☆VBCD funds › VANGUARD WELLESLEY INCOME FD NEW — 1.0% +1.0% 23.9 316,720 +316,720 1 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.8% -1.4% 19.4 1,046,645 -1,405,891 5 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.7% -1.4% 17.4 1,047,500 -1,573,707 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.7% -0.0% 17.1 52,326 -1,455 5 —
☆EFA funds › ISHARES TR TRIM — 0.7% -0.1% 16.0 153,988 -7,994 5 —
☆FAST funds › FASTENAL CO TRIM — 0.7% -0.1% 15.8 328,990 -8,700 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.7% +0.0% 15.7 65,869 -25 5 —
☆BSMT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.7% -0.1% 15.3 664,948 +5,669 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.6% -0.1% 14.9 101,671 -3,132 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.6% -0.1% 13.4 219,808 -28,893 5 —
☆IBMP funds › ISHARES TR ADD — 0.6% +0.0% 12.9 508,428 +64,970 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.5% +0.2% 12.6 36,872 -489 5 —
☆KLAC funds › KLA CORP ADD — 0.5% +0.2% 12.4 41,043 +36,956 5 —
☆IBMQ funds › ISHARES TR ADD — 0.5% +0.0% 11.9 464,604 +66,699 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM — 0.5% -0.3% 10.8 290,849 -169,240 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.4% -0.0% 10.2 28,832 -875 5 —
☆BSCV funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.4% -1.7% 9.9 602,856 -2,021,485 5 —
☆IBMO funds › ISHARES TR TRIM — 0.4% -0.1% 9.7 378,134 -12,049 5 —
☆BSMU funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.4% -0.1% 8.9 405,165 -55,714 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.4% -0.0% 8.7 34,221 +352 5 —
☆IBDW funds › ISHARES TR ADD — 0.4% +0.3% 8.4 405,071 +340,379 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 8.1 11,860 +125 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.3% -0.0% 7.9 15,409 -538 5 —
☆BSMV funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.3% -0.2% 7.6 360,323 -119,320 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.3% -0.1% 7.4 7,906 -139 5 —
☆IJR funds › ISHARES TR TRIM — 0.3% +0.0% 7.3 49,200 -763 5 —
☆META funds › META PLATFORMS INC TRIM — 0.3% -0.1% 7.1 12,657 -317 5 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.3% -0.0% 6.2 22,862 -184 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.3% -0.1% 5.9 43,320 +89 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.1% 5.8 49,664 -1,174 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 5.7 9,736 -150 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.2% -0.1% 5.6 45,864 -1,893 5 —
☆LNT funds › ALLIANT ENERGY CORP TRIM — 0.2% -0.0% 5.4 71,281 -436 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.2% -0.0% 5.3 35,052 -364 5 —
☆V funds › VISA INC ADD — 0.2% +0.0% 5.3 15,437 +461 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 5.3 14,308 +792 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.2% -0.1% 5.3 19,498 -529 5 —
☆INTC funds › INTEL CORP ADD — 0.2% +0.1% 5.2 37,258 +939 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.2% -0.0% 5.0 34,223 -777 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.2% -0.1% 4.8 9,589 -1,158 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% +0.0% 4.7 3,941 +522 5 —
☆DE funds › DEERE & CO TRIM — 0.2% -0.0% 4.5 7,139 -32 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.2% +0.0% 4.5 43,313 -2,438 5 —
☆RWO funds › SPDR INDEX SHS FDS ADD — 0.2% -0.0% 4.5 89,554 +893 5 —
☆BSMS funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.2% -0.1% 4.4 189,779 -57,111 5 —
☆BSMR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.2% -0.1% 4.2 178,708 -51,707 5 —
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.2% -0.0% 4.1 80,034 +6,784 5 —
☆PEP funds › PEPSICO INC TRIM — 0.2% -0.1% 4.0 29,782 -275 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.1% 3.9 23,359 +32 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.1% 3.7 19,674 +5,921 3 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 3.7 5 +0 5 —
☆BSCW funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.2% +0.2% 3.7 181,433 +181,433 1 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.0% 3.6 56,098 -3,231 3 —
☆BSMW funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.2% +0.0% 3.6 143,604 +28,020 4 —
☆IJH funds › ISHARES TR ADD — 0.1% +0.1% 3.5 45,428 +17,850 5 —
☆BSSX funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 3.5 133,998 +28,737 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.0% 3.4 6,790 +347 5 —
☆GWW funds › WW GRAINGER INC TRIM — 0.1% +0.0% 3.4 2,482 -53 5 —
☆IBDV funds › ISHARES TR ADD — 0.1% +0.1% 3.4 154,851 +128,951 2 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% -0.0% 3.3 10,583 -451 5 —
☆BSMY funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 3.3 134,061 +23,899 4 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.1% -0.0% 3.2 16,996 -117 5 —
☆BSMQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.1% 3.2 137,043 -31,582 5 —
☆GNR funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 3.1 45,553 +586 5 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 3.0 37,449 -387 5 —
☆USB funds › US BANCORP TRIM — 0.1% +0.0% 3.0 49,622 -1,033 5 —
☆CATX funds › PERSPECTIVE THERAPEUTICS INC HOLD — 0.1% -0.0% 3.0 872,200 +0 5 —
☆IBMT funds › ISHARES TR ADD — 0.1% +0.1% 2.9 112,191 +67,308 4 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.1% +0.0% 2.9 7,287 -67 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 2.9 11,679 +69 5 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 2.9 64,838 +5,322 3 —
☆IBDU funds › ISHARES TR ADD — 0.1% +0.1% 2.8 122,688 +108,258 2 —
☆RSPN funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 2.8 44,386 +3,789 3 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.1% 2.7 29,912 -5,904 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% -0.0% 2.7 31,396 +409 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 2.7 2,510 +42 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 2.7 58,934 +6,649 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 2.7 9,483 +69 5 —
☆IBDS funds › ISHARES TR ADD — 0.1% +0.0% 2.5 102,978 +51,541 2 —
☆CBOE funds › CBOE GLOBAL MKTS INC HOLD — 0.1% -0.0% 2.5 10,133 +0 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 2.5 42,134 -797 5 —
☆IAK funds › ISHARES TR ADD — 0.1% -0.0% 2.4 17,318 +158 5 —
☆IBDX funds › ISHARES TR ADD — 0.1% +0.1% 2.3 92,782 +82,245 2 —
☆ASML funds › ASML HLDG NV TRIM — 0.1% +0.0% 2.3 1,136 -11 5 —
☆AVGO funds › BROADCOM INC ADD — 0.1% +0.0% 2.2 5,950 +574 5 —
☆REET funds › ISHARES TR TRIM — 0.1% -0.0% 2.2 80,238 -4,639 5 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 2.2 5,888 +167 5 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% -0.0% 2.1 5,382 +78 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.1% -0.0% 2.1 14,927 -1,159 5 —
☆VCRM funds › VANGUARD MUN BD FDS NEW — 0.1% +0.1% 2.1 27,307 +27,307 1 —
☆IBDT funds › ISHARES TR ADD — 0.1% +0.1% 2.1 82,444 +65,566 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% -0.0% 2.0 5,692 -314 5 —
☆ONEQ funds › FIDELITY COMWLTH TR HOLD — 0.1% +0.0% 2.0 19,079 +0 4 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 1.9 4,554 +820 5 —
☆FISV funds › FISERV INC TRIM — 0.1% -0.0% 1.9 38,618 -600 5 —
☆WMT funds › WALMART INC ADD — 0.1% -0.0% 1.9 16,346 +2,529 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.0% 1.8 4,537 -68 5 —
☆ECL funds › ECOLAB INC TRIM — 0.1% -0.0% 1.8 6,624 -194 5 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 1.8 7,303 +573 5 —
☆IBMR funds › ISHARES TR ADD — 0.1% +0.0% 1.8 72,120 +17,672 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 1.8 18,901 -2,306 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.1% -0.0% 1.8 11,121 -401 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.1% -0.0% 1.8 6,600 +0 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 1.7 1,489 +72 5 —
☆IBMS funds › ISHARES TR ADD — 0.1% +0.1% 1.7 67,088 +52,486 3 —
☆COR funds › CENCORA INC TRIM — 0.1% -0.0% 1.7 5,969 -710 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.0% 1.7 4,725 +110 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.1% -0.0% 1.7 17,908 -652 5 —
☆BA funds › BOEING CO ADD — 0.1% -0.0% 1.6 7,495 +207 5 —
☆RSPH funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 1.6 48,696 -24,964 3 —
☆DCI funds › DONALDSON INC TRIM — 0.1% -0.0% 1.6 17,582 -312 5 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 1.6 7,495 +93 5 —
☆IBDR funds › ISHARES TR TRIM — 0.1% -0.0% 1.6 64,544 -53 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.1% +0.1% 1.6 31,024 +26,969 5 —
☆IHF funds › ISHARES TR TRIM — 0.1% +0.0% 1.6 28,211 -160 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.1% +0.0% 1.5 1,342 +316 3 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.0% 1.5 9,869 -2,450 5 —
☆TDG funds › TRANSDIGM GROUP INC TRIM — 0.1% +0.0% 1.5 1,147 -11 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 1.5 17,382 -1,666 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 1.5 7,773 +69 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% -0.0% 1.5 3,446 -210 5 —
☆HEIA funds › HEICO CORP NEW TRIM — 0.1% +0.0% 1.5 5,643 -36 5 —
☆CBRE funds › CBRE GROUP INC TRIM — 0.1% -0.0% 1.4 10,593 -128 5 —
☆VMC funds › VULCAN MATLS CO TRIM — 0.1% -0.0% 1.4 4,753 -216 5 —
☆ALL funds › ALLSTATE CORP HOLD — 0.1% +0.0% 1.4 5,890 +0 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 1.4 7,582 +94 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 1.3 3,944 +132 5 —
☆EOG funds › EOG RES INC TRIM — 0.1% -0.0% 1.3 10,109 -581 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.1% -0.0% 1.3 11,027 -1,317 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 1.3 24,012 +5,459 2 —
☆FCX funds › FREEPORT MCMORAN INC TRIM — 0.1% -0.0% 1.3 20,456 -310 5 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.1% -0.0% 1.3 22,171 -3,091 5 —
☆RSPD funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 1.3 22,623 -12,869 3 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% +0.0% 1.3 3,981 +1,805 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 1.2 15,029 -23 5 —
☆RSPG funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 1.2 12,659 +1,552 3 —
☆WCN funds › WASTE CONNECTIONS INC TRIM — 0.1% -0.0% 1.2 7,397 -51 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.1% +0.0% 1.2 1,671 +448 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM — 0.1% -0.0% 1.2 35,741 -11,230 5 —
☆HTLD funds › HEARTLAND EXPRESS INC HOLD — 0.1% +0.0% 1.2 79,599 +0 5 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 1.2 10,291 +2,527 2 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.1% +0.0% 1.2 1,659 +207 5 —
☆MCO funds › MOODYS CORP TRIM — 0.1% -0.0% 1.2 2,629 -31 5 —
☆SO funds › SOUTHERN CO TRIM — 0.1% -0.0% 1.2 12,297 -362 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.0% 1.2 5,173 -50 5 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 1.2 13,960 +3,032 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% -0.0% 1.1 6,130 +196 5 —
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 1.1 26,652 -8,751 5 —
☆RSPF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 1.1 13,997 -2,901 3 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.0% +0.0% 1.1 2,866 -27 5 —
☆IGV funds › ISHARES TR ADD — 0.0% +0.0% 1.1 11,777 +820 2 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.0% +0.0% 1.1 9,317 -145 5 —
☆SLB funds › SLB LIMITED TRIM — 0.0% -0.0% 1.0 22,377 -2,103 5 —
☆BDX funds › BECTON DICKINSON & CO TRIM — 0.0% -0.0% 1.0 6,567 -401 5 —
☆BSMZ funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 1.0 38,693 +38,693 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% -0.0% 1.0 23,328 +2,853 5 —
☆DSI funds › ISHARES TR TRIM — 0.0% +0.0% 1.0 6,885 -53 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 1.0 5,774 -1,380 5 —
☆AFL funds › AFLAC INC TRIM Common Stock 0.0% -0.0% 1.0 8,156 -98 5 —
☆GSK funds › GSK PLC TRIM — 0.0% -0.0% 0.9 17,496 -2,643 5 —
☆SUSA funds › ISHARES TR HOLD — 0.0% +0.0% 0.9 5,939 +0 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.0% -0.0% 0.9 949 -16 5 —
☆IEFA funds › ISHARES TR ADD — 0.0% +0.0% 0.9 9,441 +7,477 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.9 4,902 +1,314 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.0% -0.0% 0.9 15,545 -3,018 5 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.9 30,000 +0 5 —
☆RSPS funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.9 28,744 +3,088 3 —
☆MRK funds › MERCK & CO INC ADD — 0.0% +0.0% 0.8 6,571 +1,078 5 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.8 7,720 +5 2 —
☆SPEM funds › SPDR INDEX SHS FDS NEW — 0.0% +0.0% 0.8 15,958 +15,958 1 —
☆C funds › CITIGROUP INC TRIM — 0.0% +0.0% 0.8 5,888 -114 5 —
☆MKL funds › MARKEL GROUP INC HOLD — 0.0% -0.0% 0.8 414 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.0% -0.0% 0.8 6,364 -358 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.8 5,077 +727 2 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.8 9,558 +1,103 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.8 10,932 +775 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.0% +0.0% 0.8 13,777 +1,481 5 —
☆IDXX funds › IDEXX LABS INC TRIM — 0.0% -0.0% 0.7 1,413 -30 5 —
☆GTOP funds › GOLDMAN SACHS ETF TR TRIM — 0.0% +0.0% 0.7 14,553 -60 2 —
☆PAYX funds › PAYCHEX INC HOLD — 0.0% -0.0% 0.7 7,362 +0 5 —
☆MAS funds › MASCO CORP ADD — 0.0% +0.0% 0.7 8,679 +35 5 —
☆EFIV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.7 9,299 +3,678 5 —
☆AON funds › AON PLC TRIM — 0.0% -0.0% 0.7 2,025 -37 5 —
☆BIIB funds › BIOGEN INC TRIM — 0.0% -0.0% 0.7 3,088 -402 5 —
☆APH funds › AMPHENOL CORP NEW — 0.0% +0.0% 0.7 3,693 +3,693 1 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.0% -0.0% 0.6 13,022 -1,619 5 —
☆MIDD funds › MIDDLEBY CORP HOLD — 0.0% +0.0% 0.6 3,742 +0 5 —
☆TECH funds › BIO-TECHNE CORP TRIM — 0.0% -0.0% 0.6 9,062 -7,608 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.0% +0.0% 0.6 1,541 +423 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.0% +0.0% 0.6 1,322 +1,322 1 —
☆MPWR funds › MONOLITHIC PWR SYS INC TRIM — 0.0% +0.0% 0.6 455 -39 5 —
☆VEEV funds › VEEVA SYS INC TRIM — 0.0% -0.0% 0.6 3,538 -32 5 —
☆IBMU funds › ISHARES TR NEW — 0.0% +0.0% 0.6 23,716 +23,716 1 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.6 24,108 -4,996 5 —
☆AVDE funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.6 6,384 +6,384 1 —
☆FTAI funds › FTAI AVIATION LTD HOLD — 0.0% -0.0% 0.6 2,102 +0 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.6 2,597 +0 3 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.0% +0.0% 0.6 1,282 +195 3 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.5 22,307 -112 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% +0.0% 0.5 1,313 +424 3 —
☆IBRX funds › IMMUNITYBIO INC HOLD — 0.0% +0.0% 0.5 62,285 +0 4 —
☆T funds › AT&T INC ADD — 0.0% -0.0% 0.5 26,252 +3,326 5 —
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 0.5 4,364 +3,143 3 —
☆ES funds › EVERSOURCE ENERGY TRIM — 0.0% -0.0% 0.5 7,490 -627 5 —
☆IBMV funds › ISHARES TR NEW — 0.0% +0.0% 0.5 20,820 +20,820 1 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.5 1,908 +0 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.5 2,378 +115 5 —
☆SU funds › SUNCOR ENERGY INC NEW HOLD — 0.0% -0.0% 0.5 9,417 +0 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.5 9,501 +1,663 3 —
☆AMGN funds › AMGEN INC ADD — 0.0% +0.0% 0.5 1,366 +155 5 —
☆RSPC funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.5 13,943 +337 3 —
☆NFLX funds › NETFLIX INC. ADD — 0.0% -0.0% 0.5 6,849 +1,498 5 —
☆XEL funds › XCEL ENERGY INC TRIM — 0.0% -0.0% 0.5 6,030 -90 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.5 2,781 +331 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP HOLD — 0.0% -0.0% 0.5 5,086 +0 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.0% -0.0% 0.4 4,506 -1,009 5 —
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.4 5,702 +0 5 —
☆AMP funds › AMERIPRISE FINL INC HOLD — 0.0% -0.0% 0.4 932 +0 5 —
☆URI funds › UNITED RENTALS INC HOLD — 0.0% +0.0% 0.4 377 +0 5 —
☆GWRE funds › GUIDEWIRE SOFTWARE INC ADD — 0.0% -0.0% 0.4 3,465 +209 5 —
☆MTDR funds › MATADOR RES CO HOLD — 0.0% -0.0% 0.4 8,500 +0 5 —
☆AGG funds › ISHARES TR ADD — 0.0% +0.0% 0.4 4,216 +1,870 5 —
☆EAGG funds › ISHARES TR ADD — 0.0% -0.0% 0.4 8,718 +158 5 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.0% +0.0% 0.4 818 +31 5 —
☆PBE funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.4 4,499 -60 5 —
☆CPRT funds › COPART INC HOLD — 0.0% -0.0% 0.4 14,200 +0 5 —
☆ESML funds › ISHARES TR TRIM — 0.0% +0.0% 0.4 7,147 -2 5 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% -0.0% 0.4 1,987 +0 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 0.4 1,791 -15 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.0% +0.0% 0.4 1,314 +300 5 —
☆VHT funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.4 1,239 +1,239 1 —
☆YUM funds › YUM BRANDS INC TRIM — 0.0% -0.0% 0.4 2,300 -75 5 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 0.4 2,245 -32 5 —
☆VLTO funds › VERALTO CORP TRIM — 0.0% -0.0% 0.4 4,093 -6,885 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.0% -0.0% 0.4 1,531 +0 5 —
☆TPR funds › TAPESTRY INC TRIM — 0.0% -0.0% 0.4 2,420 -215 4 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.4 3,403 +721 5 —
☆CASY funds › CASEYS GEN STORES INC TRIM — 0.0% -0.0% 0.3 425 -10 5 —
☆IVV funds › ISHARES TR ADD — 0.0% +0.0% 0.3 447 +48 5 —
☆KNSL funds › KINSALE CAP GROUP INC TRIM — 0.0% -0.0% 0.3 1,014 -40 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.0% -0.0% 0.3 971 -85 5 —
☆EBAY funds › EBAY INC. TRIM — 0.0% -0.0% 0.3 2,899 -294 5 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.0% -0.0% 0.3 4,398 +0 5 —
☆HHH funds › HOWARD HUGHES HOLDINGS INC HOLD — 0.0% -0.0% 0.3 4,421 +0 5 —
☆WAT funds › WATERS CORP TRIM — 0.0% -0.0% 0.3 824 -101 2 —
☆EEM funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 4,479 +0 5 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO HOLD — 0.0% -0.0% 0.3 7,874 +0 5 —
☆DOV funds › DOVER CORP HOLD — 0.0% -0.0% 0.3 1,350 +0 5 —
☆BE funds › BLOOM ENERGY CORP HOLD — 0.0% +0.0% 0.3 1,000 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.0% +0.0% 0.3 292 +66 2 —
☆ROP funds › ROPER TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.3 869 +0 5 —
☆SUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 2,702 +0 5 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 0.3 909 -5 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.0% -0.0% 0.3 5,614 +0 5 —
☆DGX funds › QUEST DIAGNOSTICS INC HOLD — 0.0% -0.0% 0.3 1,334 +0 5 —
☆PYPL funds › PAYPAL HLDGS INC TRIM — 0.0% -0.0% 0.3 6,514 -576 5 —
☆IBTH funds › ISHARES TR ADD — 0.0% -0.0% 0.3 12,446 +76 5 —
☆IBTG funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 11,827 -2,041 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.3 2,218 +1,956 2 —
☆CSGP funds › COSTAR GROUP INC TRIM — 0.0% -0.0% 0.3 9,345 -89 5 —
☆HAL funds › HALLIBURTON CO TRIM — 0.0% -0.0% 0.3 7,776 -129 5 —
☆VFH funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.3 1,990 +1,990 1 —
☆IVE funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 1,146 +0 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.3 5,841 +0 5 —
☆VOX funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.3 1,398 +1,398 1 —
☆IWD funds › ISHARES TR ADD — 0.0% +0.0% 0.3 1,060 +335 5 —
☆PCOR funds › PROCORE TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.3 6,266 -64 4 —
☆FTV funds › FORTIVE CORP HOLD — 0.0% -0.0% 0.2 4,044 +0 5 —
☆SCHV funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.2 7,070 +7,070 1 —
☆IGF funds › ISHARES TR NEW — 0.0% +0.0% 0.2 3,675 +3,675 1 —
☆EXPD funds › EXPEDITORS INTL WASH INC HOLD — 0.0% +0.0% 0.2 1,495 +0 5 —
☆DMXF funds › ISHARES TR NEW — 0.0% +0.0% 0.2 2,859 +2,859 1 —
☆CLX funds › CLOROX CO DEL TRIM — 0.0% -0.0% 0.2 2,507 -35 5 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.2 1,915 -893 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.0% +0.0% 0.2 321 +0 5 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.2 1,953 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 0.2 1,551 -266 5 —
☆WMB funds › WILLIAMS COS INC HOLD — 0.0% -0.0% 0.2 2,854 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.0% -0.0% 0.2 415 -163 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.2 4,174 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.0% -0.0% 0.2 1,780 +261 3 —
☆DVY funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,321 -189 5 —
☆Q funds › QNITY ELECTRONICS INC TRIM — 0.0% +0.0% 0.2 1,228 -103 2 —
☆POOL funds › POOL CORP HOLD — 0.0% -0.0% 0.2 930 +0 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN HOLD — 0.0% +0.0% 0.2 1,854 +0 5 —
☆ZBH funds › ZIMMER BIOMET HOLDINGS INC TRIM — 0.0% -0.0% 0.2 2,293 -1,247 5 —
☆NVS funds › NOVARTIS AG TRIM — 0.0% -0.0% 0.2 1,252 -160 5 —
☆SUSB funds › ISHARES TR ADD — 0.0% -0.0% 0.2 7,520 +547 5 —
☆VPU funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 959 +959 1 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.0% -0.0% 0.2 1,119 -140 2 —
☆VCR funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 473 +473 1 —
☆NIC funds › NICOLET BANKSHARES INC HOLD — 0.0% -0.0% 0.2 1,132 +0 2 —
☆TRMB funds › TRIMBLE INC TRIM — 0.0% -0.0% 0.2 3,627 -50 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.2 1,449 +1,449 1 —
☆BP funds › BP PLC HOLD — 0.0% -0.0% 0.2 4,988 +0 5 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.0% +0.0% 0.2 1,075 +1,075 1 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.2 3,574 +0 5 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% -0.0% 0.2 804 +0 5 —
☆VRSK funds › VERISK ANALYTICS INC HOLD — 0.0% -0.0% 0.2 993 +0 5 —
☆TYL funds › TYLER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.2 606 -455 5 —
☆BMO funds › BANK MONTREAL MEDIUM HOLD — 0.0% +0.0% 0.2 1,000 +0 5 —
☆IWP funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,197 -86 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.0% +0.0% 0.2 1,362 +567 2 —
☆XJH funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 3,126 -140 4 —
☆MUB funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,476 +437 5 —
☆TLN funds › TALEN ENERGY CORP NEW — 0.0% +0.0% 0.2 410 +410 1 —
☆HRL funds › HORMEL FOODS CORP HOLD — 0.0% -0.0% 0.2 6,167 +0 5 —
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.0% -0.0% 0.2 1,375 +0 5 —
☆WEC funds › WEC ENERGY GROUP INC TRIM — 0.0% -0.0% 0.1 1,278 -408 5 —
☆BPOP funds › POPULAR INC HOLD — 0.0% +0.0% 0.1 904 +0 4 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN NEW — 0.0% +0.0% 0.1 2,813 +2,813 1 —
☆SNDR funds › SCHNEIDER NATIONAL INC HOLD — 0.0% +0.0% 0.1 3,930 +0 3 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.0% -0.0% 0.1 1,920 -670 5 —
☆CTAS funds › CINTAS CORP HOLD — 0.0% -0.0% 0.1 823 +0 5 —
☆MET funds › METLIFE INC HOLD — 0.0% +0.0% 0.1 1,630 +0 5 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN HOLD — 0.0% -0.0% 0.1 732 +0 3 —
☆SEIC funds › SEI INVTS CO TRIM — 0.0% -0.0% 0.1 1,561 -87 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET ADD — 0.0% -0.0% 0.1 5,256 +376 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 395 +0 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.1 1,008 +1,008 1 —
☆VCLT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.1 1,736 +1,736 1 —
☆DDOG funds › DATADOG INC NEW — 0.0% +0.0% 0.1 500 +500 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.1 1,574 +0 5 —
☆WERN funds › WERNER ENTERPRISES INC NEW — 0.0% +0.0% 0.1 2,970 +2,970 1 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% +0.0% 0.1 1,249 +0 5 —
☆GPC funds › GENUINE PARTS CO HOLD — 0.0% -0.0% 0.1 1,075 +0 5 —
☆STNG funds › SCORPIO TANKERS INC HOLD — 0.0% -0.0% 0.1 1,827 +0 2 —
☆CMI funds › CUMMINS INC NEW — 0.0% +0.0% 0.1 174 +174 1 —
☆STT funds › STATE STR CORP NEW — 0.0% +0.0% 0.1 719 +719 1 —
☆VNQ funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.1 1,254 +1,254 1 —
☆DY funds › DYCOM INDS INC NEW — 0.0% +0.0% 0.1 237 +237 1 —
☆IBTI funds › ISHARES TR ADD — 0.0% -0.0% 0.1 5,402 +86 5 —
☆IBTK funds › ISHARES TR ADD — 0.0% -0.0% 0.1 6,118 +106 2 —
☆TGT funds › TARGET CORP HOLD — 0.0% -0.0% 0.1 912 +0 2 —
☆STZ funds › CONSTELLATION BRANDS INC HOLD — 0.0% -0.0% 0.1 856 +0 5 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.1 850 +0 3 —
☆IBTJ funds › ISHARES TR ADD — 0.0% -0.0% 0.1 5,482 +90 2 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% -0.0% 0.1 476 +103 3 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% -0.0% 0.1 460 +0 2 —
☆AZN funds › ASTRAZENECA PLC NEW — 0.0% +0.0% 0.1 602 +602 1 —
☆CUSIP:320866106 funds › FIRST MID BANCSHARES INC NEW — 0.0% +0.0% 0.1 2,364 +2,364 1 —
☆VDC funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.1 494 +494 1 —
☆DRI funds › DARDEN RESTAURANTS INC ADD — 0.0% -0.0% 0.1 540 +3 2 —
☆SCHM funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.1 3,000 +3,000 1 —
☆VO funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.1 1,364 +1,364 1 —
☆OKE funds › ONEOK INC NEW HOLD — 0.0% -0.0% 0.1 1,254 +0 3 —
☆PRM funds › PERIMETER SOLUTIONS INC NEW — 0.0% +0.0% 0.1 3,050 +3,050 1 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW HOLD — 0.0% -0.0% 0.1 815 +0 5 —
☆APP funds › APPLOVIN CORP NEW — 0.0% +0.0% 0.1 208 +208 1 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 0.1 3,346 -260 5 —
☆DTE funds › DTE ENERGY CO TRIM — 0.0% -0.0% 0.1 700 -58 3 —
☆XOEX funds › DBX ETF TR TRIM — 0.0% -0.0% 0.1 2,630 -7,318 5 —
☆HSY funds › HERSHEY CO TRIM — 0.0% -0.0% 0.1 605 -55 5 —
☆MDU funds › MDU RES GROUP INC TRIM — 0.0% -0.0% 0.1 4,817 -590 3 —
☆GNMA funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 2,300 +0 5 —
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.0% +0.0% 0.1 104 +104 1 —
☆AIT funds › APPLIED INDL TECHNOLOGIES IN NEW — 0.0% +0.0% 0.1 300 +300 1 —
☆CINF funds › CINCINNATI FINL CORP NEW — 0.0% +0.0% 0.1 542 +542 1 —
☆FIP funds › FTAI INFRASTRUCTURE INC HOLD — 0.0% -0.0% 0.1 16,594 +0 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.1% 0.0 0 -6,766 0 —
☆MANH funds › MANHATTAN ASSOCIATES INC EXIT — 0.0% -0.0% 0.0 0 -1,337 0 —
☆CNH funds › CNH INDL N V EXIT — 0.0% -0.0% 0.0 0 -14,040 0 —
☆KKR funds › KKR & CO INC EXIT — 0.0% -0.0% 0.0 0 -1,293 0 —
☆NE funds › NOBLE CORP PLC EXIT — 0.0% -0.0% 0.0 0 -2,124 0 —
☆SRE funds › SEMPRA EXIT — 0.0% -0.0% 0.0 0 -1,139 0 —
☆NVMI funds › NOVA LTD EXIT — 0.0% -0.0% 0.0 0 -242 0 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I EXIT — 0.0% -0.0% 0.0 0 -1,410 0 —
☆SNPS funds › SYNOPSYS INC EXIT — 0.0% -0.0% 0.0 0 -514 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.0% 0.0 0 -385 0 —
☆FEDM funds › FLEXSHARES TR EXIT — 0.0% -0.0% 0.0 0 -5,971 0 —
☆IBTL funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -5,878 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.0% 0.0 0 -489 0 —
☆BSV funds › VANGUARD BD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -1,777 0 —
☆LKQ funds › LKQ CORP EXIT — 0.0% -0.0% 0.0 0 -3,652 0 —
☆MDT funds › MEDTRONIC PLC EXIT — 0.0% -0.0% 0.0 0 -1,164 0 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT — 0.0% -0.0% 0.0 0 -10,010 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 2,350 383 0.14 52% 0.039 0.652 — in
2026Q1 2,069 355 0.18 50% 0.040 0.562 — in
2025Q4 1,720 340 0.06 44% 0.029 0.667 — in
2025Q3 1,699 323 0.07 43% 0.028 0.641 — in
2025Q2 1,587 313 0.07 43% 0.028 0.672 — entered
2025Q1 1,421 299 0.00 43% 0.027 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