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☆Keel Point, LLC

CIK 0001386935 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.645
AUM ($M)
1,693
Positions
514
Turnover
0.10
Top-10 wt
47%
Herfindahl
0.062
History (qtrs)
6
Excess Return
-3.6%

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Quarter
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Security type

Holdings · 500 of 535 positions (showing top 500 by weight) · portfolio value $1,693M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 22.6% +2.8% 383.0 557,683 +62,319 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 5.6% +0.7% 94.1 1,321,242 +193,344 5 —
☆AGG funds › ISHARES TR ADD — 3.1% -0.4% 53.0 535,197 +11,028 5 —
☆IWB funds › ISHARES TR TRIM — 3.0% -0.0% 50.1 122,452 -1,507 5 —
☆NFLX funds › NETFLIX INC. TRIM — 2.7% -1.5% 45.9 643,275 -4,858 5 —
☆AAPL funds › APPLE INC ADD — 2.2% +0.1% 36.8 127,320 +6,632 5 —
☆GLD funds › SPDR GOLD TR ADD — 2.0% -0.6% 33.9 92,078 +2,696 5 —
☆EFA funds › ISHARES TR TRIM — 1.9% -0.7% 32.1 308,982 -86,585 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.8% +0.1% 31.0 155,025 +8,349 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.8% -1.6% 30.3 40,613 -38,015 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 1.6% +0.0% 27.1 307,979 +73 5 —
☆IEF funds › ISHARES TR TRIM — 1.6% -0.3% 26.7 282,810 -6,939 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 1.4% +0.3% 24.3 98,879 +14,738 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.3% +0.0% 22.8 95,715 +329 5 —
☆TSLA funds › TESLA INC ADD — 1.3% +0.0% 22.4 53,247 +1,892 5 —
☆IWF funds › ISHARES TR ADD — 1.2% -0.0% 20.5 165,049 +122,149 5 —
☆IWD funds › ISHARES TR TRIM — 1.2% -0.0% 19.6 80,834 -1,259 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.0% +0.1% 17.7 49,445 +1,400 5 —
☆EEM funds › ISHARES TR ADD — 0.9% +0.1% 15.4 225,535 +9,702 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.9% -0.1% 15.0 40,125 +155 5 —
☆TLH funds › ISHARES TR ADD — 0.9% -0.1% 14.5 144,496 +2,069 5 —
☆MGC funds › VANGUARD WORLD FD ADD — 0.8% +0.0% 14.0 51,215 +64 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.8% -0.1% 13.7 76,878 +73,793 5 —
☆IJR funds › ISHARES TR ADD — 0.7% +0.1% 11.8 79,845 +3,334 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.7% -0.2% 11.4 28,553 -209 5 —
☆SO funds › SOUTHERN CO ADD — 0.6% -0.1% 10.9 114,238 +567 5 —
☆IVV funds › ISHARES TR TRIM — 0.6% -0.0% 10.7 14,325 -543 5 —
☆CLOA funds › BLACKROCK ETF TRUST II ADD — 0.6% +0.1% 10.7 206,054 +47,566 2 -26.8%
☆QQQ funds › INVESCO QQQ TR ADD — 0.6% +0.1% 10.6 14,373 +849 5 —
☆IJH funds › ISHARES TR ADD — 0.6% +0.4% 10.0 129,188 +80,786 5 —
☆GOOG funds › ALPHABET INC ADD — 0.6% +0.1% 9.9 28,069 +2,082 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.5% -0.1% 9.0 12 -1 5 —
☆IEI funds › ISHARES TR TRIM — 0.5% -0.2% 8.3 70,762 -12,101 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.5% -0.0% 7.7 21,827 -90 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.4% +0.3% 7.6 7,154 +3,623 5 —
☆AVGO funds › BROADCOM INC ADD — 0.4% +0.0% 7.5 19,915 +522 5 —
☆V funds › VISA INC ADD — 0.4% +0.0% 7.2 21,131 +130 5 —
☆ACWI funds › ISHARES TR ADD — 0.4% +0.1% 7.2 46,033 +9,483 5 —
☆WMT funds › WALMART INC ADD — 0.4% -0.1% 7.2 63,381 +1,942 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.4% 6.7 73,762 +70,232 2 +0.7%
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.4% -0.0% 6.6 90,019 +8,828 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.4% +0.0% 6.3 19,143 +1,731 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.4% -0.0% 6.2 24,474 -883 5 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.4% -0.3% 6.2 115,668 -29,733 5 —
☆META funds › META PLATFORMS INC TRIM — 0.4% -0.1% 6.1 10,791 -220 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.4% +0.0% 6.0 11,988 +1,059 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.3% -0.0% 5.8 235,009 +17,838 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 5.8 15,716 +1,049 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.3% +0.0% 5.4 30,749 -2,980 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.3% +0.1% 5.4 28,112 +274 5 —
☆RKLB funds › ROCKET LAB CORP ADD — 0.3% +0.1% 5.3 52,032 +691 5 +125.1%
☆MTBA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.3% +0.2% 5.1 104,803 +66,433 2 -33.4%
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.3% +0.2% 5.0 4,372 -162 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 5.0 51,627 +7,138 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.3% -0.0% 4.9 15,520 +603 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.3% -0.0% 4.7 36,633 -2,754 5 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 4.7 15,283 +640 5 —
☆SHY funds › ISHARES TR ADD — 0.3% -0.0% 4.5 55,340 +550 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.1% 4.4 3,650 +979 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 4.3 50,420 +42,021 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.3% +0.0% 4.3 15,208 +335 5 —
☆ESGD funds › ISHARES TR ADD — 0.2% -0.0% 4.1 39,754 +600 5 —
☆IEMG funds › ISHARES INC ADD — 0.2% +0.0% 3.9 47,377 +3,233 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.1% 3.9 32,789 -464 5 —
☆KO funds › COCA COLA CO ADD — 0.2% -0.0% 3.8 47,281 +2,315 5 —
☆FAST funds › FASTENAL CO TRIM — 0.2% -0.0% 3.8 78,203 -4,094 5 —
☆LIN funds › LINDE PLC TRIM — 0.2% -0.0% 3.7 7,207 -605 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.2% +0.1% 3.7 8,581 -1,509 5 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.2% -0.0% 3.7 13,562 -362 5 —
☆IWY funds › ISHARES TR TRIM — 0.2% +0.0% 3.6 12,493 -106 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.2% -0.0% 3.5 7,069 -637 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.2% -0.0% 3.5 18,985 -8,574 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.2% -0.0% 3.4 9,858 -491 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.2% +0.1% 3.4 4,683 +263 5 —
☆SOXX funds › ISHARES TR TRIM — 0.2% +0.1% 3.3 5,224 -554 5 —
☆CHD funds › CHURCH & DWIGHT CO INC TRIM — 0.2% -0.0% 3.3 33,550 -2,792 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC TRIM — 0.2% -0.0% 3.2 7,780 -374 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 3.2 23,490 -83 5 —
☆ACWX funds › ISHARES TR ADD — 0.2% +0.0% 3.2 42,139 +10,353 3 +5.9%
☆VTV funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 3.1 14,306 +1,383 5 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.2% -0.0% 3.1 1,809 -3 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.2% +0.1% 3.1 5,262 +472 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 3.0 11,997 +1,090 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.2% -0.1% 3.0 23,963 +1,164 5 —
☆QUAL funds › ISHARES TR ADD — 0.2% +0.0% 2.9 13,423 +30 5 —
☆ITOT funds › ISHARES TR HOLD — 0.2% +0.0% 2.9 17,621 +0 2 +0.7%
☆CHKP funds › CHECK POINT SOFTWARE TECH LT ADD — 0.2% -0.0% 2.8 21,446 +2,401 5 —
☆LQD funds › ISHARES TR TRIM — 0.2% -0.0% 2.7 24,851 -117 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.2% +0.1% 2.7 8,924 +3,050 5 —
☆ROP funds › ROPER TECHNOLOGIES INC TRIM — 0.2% -0.1% 2.6 7,701 -1,146 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.2% -0.0% 2.6 11,522 -1,883 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.2% +0.0% 2.6 59,774 +4,381 5 —
☆CTAS funds › CINTAS CORP ADD — 0.1% +0.1% 2.5 14,912 +7,162 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 2.5 13,359 +1,619 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.1% +0.0% 2.5 14,906 +56 5 —
☆IXUS funds › ISHARES TR HOLD — 0.1% -0.0% 2.5 26,454 +0 2 -15.7%
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.1% -0.0% 2.5 10,566 +21 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 2.5 25,938 +1,021 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 2.4 123,752 -13,607 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 0.1% -0.0% 2.4 56,464 +15,000 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 2.4 42,208 +795 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.1% 2.3 5,736 -945 5 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 2.3 10,312 -134 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 2.3 18,590 -571 5 —
☆EFG funds › ISHARES TR ADD — 0.1% +0.0% 2.2 18,078 +556 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.1% 2.2 76,330 +60,942 4 -0.3%
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% -0.0% 2.2 7,047 -510 5 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.1% -0.1% 2.2 17,554 +1,044 5 —
☆VFLO funds › VICTORY PORTFOLIOS II ADD — 0.1% +0.0% 2.2 47,735 +5,136 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.2 78,688 +21,250 5 —
☆AZO funds › AUTOZONE INC ADD — 0.1% +0.0% 2.1 668 +301 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 2.0 39,188 +1,739 5 —
☆TLT funds › ISHARES TR ADD — 0.1% -0.0% 2.0 22,843 +9 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.1% -0.0% 1.9 2,045 +135 5 —
☆EFV funds › ISHARES TR ADD — 0.1% -0.0% 1.9 24,979 +670 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.1% +0.1% 1.8 5,405 +2,829 5 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.1% 1.8 13,116 +4,253 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.8 51,802 +916 5 —
☆GOVT funds › ISHARES TR ADD — 0.1% -0.0% 1.8 78,171 +4,540 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.1% 1.8 5,885 +5,360 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 1.8 15,051 -315 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 1.7 11,749 +81 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 1.7 28,827 +605 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.1% -0.0% 1.7 33,428 +159 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.7 49,592 +5,919 5 —
☆IWM funds › ISHARES TR TRIM — 0.1% +0.0% 1.7 5,579 -339 5 —
☆XSOE funds › WISDOMTREE TR NEW — 0.1% +0.1% 1.6 33,348 +33,348 1 -10.0%
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 1.6 3,180 +214 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 1.6 1,362 +88 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 1.6 9,642 +1,099 5 —
☆DVY funds › ISHARES TR ADD — 0.1% -0.0% 1.6 10,073 +28 5 —
☆IJJ funds › ISHARES TR HOLD — 0.1% -0.0% 1.6 10,638 +0 5 —
☆KBWB funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 1.5 16,626 +517 4 +16.6%
☆BLES funds › NORTHERN LTS FD TR IV TRIM — 0.1% -0.0% 1.5 32,402 -83 5 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 1.5 4,087 +351 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 1.5 36,315 +58 5 —
☆IGM funds › ISHARES TR HOLD — 0.1% +0.0% 1.5 9,100 +0 5 +20.0%
☆SCZ funds › ISHARES TR TRIM — 0.1% -0.0% 1.5 18,033 -1,260 5 —
☆DY funds › DYCOM INDS INC TRIM — 0.1% +0.0% 1.5 2,899 -187 5 —
☆IEFA funds › ISHARES TR ADD — 0.1% -0.0% 1.5 15,159 +840 5 —
☆SFBS funds › SERVISFIRST BANCSHARES INC ADD — 0.1% +0.0% 1.5 16,781 +1,406 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 1.4 7,760 +814 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% +0.0% 1.4 2,961 -198 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 1.4 9,538 +270 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.1% +0.0% 1.4 13,668 +589 5 —
☆SNDK funds › SANDISK CORP ADD — 0.1% +0.1% 1.4 607 +112 2 +682.7%
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 1.4 8,741 +20 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 1.4 25,830 -1,194 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.1% +0.0% 1.3 669 -38 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 1.3 7,128 +218 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.1% +0.0% 1.3 3,098 +294 5 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 1.2 63,710 -1,923 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.1% -0.0% 1.2 40,968 -2,345 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 1.2 27,139 +3,309 5 —
☆CASY funds › CASEYS GEN STORES INC TRIM — 0.1% -0.1% 1.2 1,544 -1,470 5 +39.5%
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 1.2 4,343 -2,899 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 1.2 3,912 +105 5 —
☆BITB funds › BITWISE BITCOIN ETF TR ADD — 0.1% +0.0% 1.2 36,381 +9,966 5 —
☆AIQ funds › GLOBAL X FDS TRIM — 0.1% +0.0% 1.2 17,560 -7 4 +20.2%
☆SOVF funds › ELEVATION SERIES TRUST TRIM — 0.1% -0.0% 1.1 38,646 -24,963 5 —
☆AX funds › AXOS FINANCIAL INC ADD — 0.1% +0.0% 1.1 11,497 +100 5 —
☆CB funds › CHUBB LIMITED ADD — 0.1% +0.0% 1.1 3,265 +308 5 —
☆IWS funds › ISHARES TR TRIM — 0.1% -0.0% 1.1 6,742 -93 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 1.1 24,691 -822 5 —
☆C funds › CITIGROUP INC TRIM — 0.1% -0.0% 1.1 7,737 -1,042 5 —
☆NBIS funds › NEBIUS GROUP N.V. HOLD — 0.1% +0.0% 1.1 3,904 +0 5 +375.5%
☆MS funds › MORGAN STANLEY TRIM — 0.1% +0.0% 1.1 5,153 -188 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.1% -0.0% 1.1 14,233 +0 5 —
☆EMXC funds › ISHARES INC NEW — 0.1% +0.1% 1.1 10,443 +10,443 1 -3.7%
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 1.1 9,899 +14 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 1.1 20,796 +3,904 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.1% -0.0% 1.0 14,531 +79 5 —
☆NEM funds › NEWMONT CORP TRIM — 0.1% -0.0% 1.0 11,066 -104 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 1.0 1,019 +91 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 1.0 9,558 +87 5 —
☆IYR funds › ISHARES TR TRIM — 0.1% -0.0% 1.0 10,039 -1,771 5 —
☆BIBL funds › NORTHERN LTS FD TR IV TRIM — 0.1% +0.0% 1.0 17,207 -84 5 —
☆XYZ funds › BLOCK INC TRIM — 0.1% +0.0% 1.0 13,045 -323 5 —
☆EXPD funds › EXPEDITORS INTL WASH INC TRIM — 0.1% -0.2% 1.0 6,082 -17,143 5 —
☆NVS funds › NOVARTIS AG ADD — 0.1% -0.0% 1.0 6,229 +214 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.1% -0.0% 1.0 14,264 +347 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% -0.0% 1.0 11,550 +378 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.9 7,943 +6,949 5 —
☆IGSB funds › ISHARES TR ADD — 0.1% -0.0% 0.9 18,086 +486 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.0% 0.9 3,178 +784 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 0.9 3,462 +348 5 —
☆SHV funds › ISHARES TR HOLD — 0.1% -0.0% 0.9 8,487 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.9 21,903 +158 5 —
☆IWP funds › ISHARES TR TRIM — 0.1% -0.0% 0.9 6,273 -54 5 —
☆PWR funds › QUANTA SVCS INC ADD — 0.1% +0.0% 0.9 1,265 +135 5 —
☆FDX funds › FEDEX CORP ADD — 0.1% -0.0% 0.9 2,882 +70 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.0% 0.9 43,343 -235 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 0.9 10,218 -1,829 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.1% -0.0% 0.9 7,068 +464 5 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.1% +0.0% 0.9 1,815 +156 5 —
☆ESGU funds › ISHARES TR TRIM — 0.1% -0.0% 0.9 5,412 -1,846 5 —
☆TIP funds › ISHARES TR HOLD — 0.1% -0.0% 0.9 8,087 +0 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.0% -0.0% 0.8 11,379 -1,638 5 —
☆AMBA funds › AMBARELLA INC HOLD — 0.0% +0.0% 0.8 9,835 +0 5 —
☆ESGE funds › ISHARES INC ADD — 0.0% +0.0% 0.8 15,376 +99 5 —
☆IVW funds › ISHARES TR ADD — 0.0% +0.0% 0.8 6,110 +5 3 +1.4%
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.8 16,434 +22 4 -3.2%
☆ETN funds › EATON CORP PLC ADD — 0.0% +0.0% 0.8 1,960 +310 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.8 7,121 +64 5 —
☆ETR funds › ENTERGY CORP NEW TRIM — 0.0% -0.0% 0.8 7,230 -454 5 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.8 49,027 +0 5 —
☆USO funds › UNITED STS OIL FD LP ADD — 0.0% -0.0% 0.8 7,655 +409 5 —
☆DTCR funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.8 26,518 +182 2 -3.6%
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.0% +0.0% 0.8 5,553 +2,137 5 —
☆AMGN funds › AMGEN INC TRIM — 0.0% -0.0% 0.8 2,204 -403 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% -0.0% 0.8 15,889 +213 5 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.0% +0.0% 0.8 3,611 +1,698 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.8 2,215 -12 5 —
☆UNM funds › UNUM GROUP TRIM — 0.0% -0.0% 0.8 8,740 -2,219 5 -11.9%
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% -0.0% 0.8 1,505 +44 5 —
☆BA funds › BOEING CO ADD — 0.0% -0.0% 0.8 3,493 +111 5 —
☆IJK funds › ISHARES TR ADD — 0.0% +0.0% 0.7 6,369 +3 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.7 20,638 +14 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.7 7,068 +494 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.0% +0.0% 0.7 2,143 +168 5 —
☆ISMD funds › NORTHERN LTS FD TR IV HOLD — 0.0% +0.0% 0.7 14,331 +0 5 —
☆FNK funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.0% -0.0% 0.7 11,686 -161 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.0% -0.0% 0.7 5,654 -534 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.0% +0.0% 0.7 731 +82 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.7 10,169 +0 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.7 34,695 +0 5 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 0.7 3,063 +247 5 —
☆URI funds › UNITED RENTALS INC TRIM — 0.0% -0.0% 0.7 612 -883 5 —
☆CMI funds › CUMMINS INC TRIM — 0.0% -0.0% 0.7 972 -257 5 +44.1%
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.7 8,572 +6,474 5 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.7 5,878 +4 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.7 1,718 +171 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 0.7 21,333 +3,299 5 —
☆DE funds › DEERE & CO ADD — 0.0% +0.0% 0.7 1,072 +25 5 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.0% 0.7 5,415 -43 5 —
☆EWL funds › ISHARES INC HOLD — 0.0% -0.0% 0.7 10,646 +0 5 —
☆IVE funds › ISHARES TR ADD — 0.0% -0.0% 0.7 2,938 +12 3 -1.9%
☆TJX funds › TJX COS INC NEW ADD — 0.0% -0.0% 0.7 4,402 +473 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.0% +0.0% 0.7 12,997 +6,937 5 —
☆BSJU funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.7 25,352 +0 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.7 3,845 +151 5 —
☆IWV funds › ISHARES TR NEW — 0.0% +0.0% 0.6 1,517 +1,517 1 +4.2%
☆WWJD funds › NORTHERN LTS FD TR IV ADD — 0.0% -0.0% 0.6 16,880 +1 5 —
☆INTU funds › INTUIT ADD — 0.0% +0.0% 0.6 2,456 +1,701 5 —
☆ITA funds › ISHARES TR TRIM — 0.0% -0.1% 0.6 2,640 -9,647 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.6 2,994 +2,994 1 +25.8% re-entry
☆AVIV funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.0% 0.6 8,206 -901 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.0% +0.0% 0.6 654 -14 4 +517.5%
☆ILOW funds › AB ACTIVE ETFS INC HOLD ETP 0.0% -0.0% 0.6 13,849 +0 2 —
☆PPLT funds › ABRDN PLATINUM ETF TRUST ADD — 0.0% -0.0% 0.6 44,260 +39,133 5 —
☆DHI funds › D R HORTON INC ADD — 0.0% +0.0% 0.6 3,793 +1,740 4 -31.2%
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 0.6 6,807 +474 5 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 0.6 2,589 +564 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.6 3,920 -1,145 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.0% +0.0% 0.6 6,383 +1,843 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 0.6 1,205 +33 5 —
☆VOX funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.6 3,328 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 0.6 3,017 +1,186 5 —
☆ROST funds › ROSS STORES INC TRIM — 0.0% -0.0% 0.6 2,822 -34 5 —
☆IGIB funds › ISHARES TR ADD — 0.0% -0.0% 0.6 11,149 +472 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.0% +0.0% 0.6 773 +54 5 —
☆IBD funds › NORTHERN LTS FD TR IV ADD — 0.0% -0.0% 0.6 24,806 +11 5 —
☆BIDU funds › BAIDU INC TRIM — 0.0% -0.0% 0.6 5,132 -83 5 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.0% -0.0% 0.6 3,042 +214 2 -75.4%
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.6 11,909 -108 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.6 9,679 -89 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% -0.0% 0.6 2,230 +45 5 —
☆MBB funds › ISHARES TR ADD — 0.0% -0.0% 0.6 6,033 +341 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW ADD — 0.0% +0.0% 0.6 18,856 +253 3 +25.9%
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.6 2,521 -159 5 —
☆VMC funds › VULCAN MATLS CO ADD — 0.0% -0.0% 0.6 1,893 +43 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% +0.0% 0.5 7,556 +2,259 5 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.5 851 +851 1 +29.7% re-entry
☆BLK funds › BLACKROCK INC TRIM — 0.0% -0.0% 0.5 563 -136 5 —
☆MOOD funds › EA SERIES TRUST HOLD — 0.0% -0.0% 0.5 12,370 +0 2 -15.4%
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% -0.0% 0.5 9,176 +1,438 5 —
☆GLW funds › CORNING INC ADD — 0.0% +0.0% 0.5 2,062 +264 2 +33.4%
☆VFH funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.5 3,991 -5 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.0% +0.0% 0.5 1,390 +411 5 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.5 9,582 -6,452 4 +9.8%
☆MIDD funds › MIDDLEBY CORP HOLD — 0.0% +0.0% 0.5 3,007 +0 5 —
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.0% -0.0% 0.5 5,528 -36 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 0.0% -0.0% 0.5 11,126 -1,237 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% +0.0% 0.5 1,819 +741 5 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.0% +0.0% 0.5 1,009 +28 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.5 3,743 +1,756 2 -20.2%
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% -0.0% 0.5 3,632 +151 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.0% +0.0% 0.5 1,000 +53 5 —
☆SFLO funds › VICTORY PORTFOLIOS II ADD — 0.0% +0.0% 0.5 14,420 +2,438 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.5 3,638 -1,013 5 —
☆CGW funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.5 7,486 +0 5 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.5 5,909 +0 5 —
☆MCK funds › MCKESSON CORP ADD — 0.0% -0.0% 0.5 645 +12 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.5 9,655 -29 5 —
☆UCB funds › UNITED CMNTY BKS BLAIRSVLE G HOLD — 0.0% -0.0% 0.5 13,802 +0 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.5 8,023 +0 5 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.0% -0.0% 0.5 1,240 -30 5 —
☆INDA funds › ISHARES TR HOLD — 0.0% -0.0% 0.5 9,763 +0 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.0% -0.0% 0.5 5,216 +39 5 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN ADD — 0.0% -0.0% 0.5 2,203 +13 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% +0.0% 0.5 3,330 +258 5 —
☆DALI funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% -0.0% 0.5 16,011 -255 5 —
☆ETHW funds › BITWISE ETHEREUM ETF ADD — 0.0% -0.0% 0.5 41,384 +3,725 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.0% +0.0% 0.5 1,068 -271 3 +537.5%
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.5 2,886 +0 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V ADD — 0.0% +0.0% 0.5 1,612 +97 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY ADD — 0.0% +0.0% 0.5 5,199 +558 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM — 0.0% -0.0% 0.4 13,135 -526 5 —
☆ECL funds › ECOLAB INC TRIM — 0.0% -0.0% 0.4 1,601 -12 5 —
☆STIP funds › ISHARES TR NEW — 0.0% +0.0% 0.4 4,229 +4,229 1 -24.1%
☆IWR funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,889 -2,024 5 -3.0%
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.0% +0.0% 0.4 2,875 +682 5 +19.3%
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 0.4 4,058 +1,058 5 —
☆USB funds › US BANCORP ADD — 0.0% +0.0% 0.4 6,919 +635 5 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.4 8,395 +36 5 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.0% +0.0% 0.4 1,258 +140 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% -0.0% 0.4 1,880 +0 5 —
☆HYMC funds › HYCROFT MINING HOLDING CORP HOLD — 0.0% -0.0% 0.4 17,521 +0 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.0% 0.4 2,146 -259 5 —
☆XJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.4 9,137 -2,497 5 -14.5%
☆SPTI funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 14,282 -11 5 —
☆Z funds › ZILLOW GROUP INC TRIM — 0.0% -0.0% 0.4 12,782 -148 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 0.4 3,396 +786 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 0.4 6,813 -107 5 —
☆XJUL funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.4 9,636 +0 4 -12.0%
☆LHX funds › L3HARRIS TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.4 1,328 -20 5 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.4 2,519 +4 5 -9.7%
☆FNDC funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.4 7,880 -172 5 —
☆FORM funds › FORMFACTOR INC NEW — 0.0% +0.0% 0.4 2,388 +2,388 1 +36.2%
☆ACGL funds › ARCH CAP GROUP LTD ADD — 0.0% +0.0% 0.4 3,929 +994 5 —
☆FREL funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.4 12,984 -229 5 —
☆USXF funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 5,466 +0 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% +0.0% 0.4 4,106 +749 5 —
☆HSBC funds › HSBC HLDGS PLC ADD — 0.0% +0.0% 0.4 3,968 +103 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% -0.0% 0.4 2,783 +219 5 —
☆BITQ funds › BITWISE FUNDS TRUST ADD — 0.0% +0.0% 0.4 15,365 +245 3 -13.8%
☆DINO funds › HF SINCLAIR CORP ADD — 0.0% -0.0% 0.4 5,393 +37 5 +94.6%
☆VXUS funds › VANGUARD STAR FDS ADD — 0.0% +0.0% 0.4 4,380 +531 5 —
☆TEL funds › TE CONNECTIVITY PLC ADD — 0.0% -0.0% 0.4 1,835 +120 5 +1.0%
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.4 8,706 +241 5 —
☆DSI funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 2,564 +0 5 —
☆GM funds › GENERAL MTRS CO ADD — 0.0% -0.0% 0.4 4,719 +217 4 +33.7%
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.4 1,478 -3 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.0% +0.0% 0.4 1,334 +30 5 —
☆TOST funds › TOAST INC TRIM — 0.0% -0.0% 0.4 12,833 -514 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC ADD — 0.0% +0.0% 0.4 258 +15 5 +47.5%
☆VST funds › VISTRA CORP ADD — 0.0% +0.0% 0.4 2,220 +268 5 -29.2%
☆TRGP funds › TARGA RES CORP HOLD — 0.0% -0.0% 0.4 1,308 +0 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.4 4,030 +614 5 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.3 14,485 -2,071 5 —
☆GH funds › GUARDANT HEALTH INC ADD — 0.0% +0.0% 0.3 2,320 +32 3 +69.1%
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.0% -0.0% 0.3 1,400 -162 5 —
☆MMM funds › 3M CO ADD — 0.0% +0.0% 0.3 2,138 +506 5 —
☆ASX funds › ASE TECHNOLOGY HLDG CO LTD NEW — 0.0% +0.0% 0.3 7,581 +7,581 1 +138.3%
☆SGVT funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.3 3,370 +3,370 1 -20.7%
☆AJG funds › GALLAGHER ARTHUR J & CO NEW — 0.0% +0.0% 0.3 1,467 +1,467 1 +101.5% re-entry
☆DDOG funds › DATADOG INC NEW — 0.0% +0.0% 0.3 1,286 +1,286 1 +106.6%
☆HPE funds › HEWLETT PACKARD ENTERPRISE C NEW — 0.0% +0.0% 0.3 7,417 +7,417 1 +981.7%
☆TGT funds › TARGET CORP ADD — 0.0% +0.0% 0.3 2,562 +594 3 +96.0% re-entry
☆ULTA funds › ULTA BEAUTY INC TRIM — 0.0% -0.0% 0.3 738 -14 5 -6.7%
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% +0.0% 0.3 7,996 +3,620 4 +17.7%
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% +0.0% 0.3 5,246 +633 5 —
☆UBS funds › UBS GROUP AG NEW — 0.0% +0.0% 0.3 6,613 +6,613 1 +59.9% re-entry
☆RDVY funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.3 4,035 +4,035 1 +47.1%
☆EBAY funds › EBAY INC. ADD — 0.0% +0.0% 0.3 2,913 +311 2 +39.2%
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.3 1,453 +1,453 1 -11.2%
☆BAND funds › BANDWIDTH INC NEW — 0.0% +0.0% 0.3 5,129 +5,129 1 -38.2% re-entry
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.3 1,453 +1,453 1 -104.9%
☆AVDV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.3 3,106 +0 5 —
☆AU funds › ANGLOGOLD ASHANTI PLC NEW — 0.0% +0.0% 0.3 3,938 +3,938 1 -5.2% re-entry
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.3 5,858 -1,137 5 —
☆KVUE funds › KENVUE INC ADD — 0.0% +0.0% 0.3 16,357 +3,294 3 +6.9%
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 0.3 594 +66 4 -50.2%
☆RY funds › ROYAL BK CDA ADD — 0.0% +0.0% 0.3 1,467 +157 4 +39.0%
☆FTNT funds › FORTINET INC NEW — 0.0% +0.0% 0.3 1,975 +1,975 1 +140.9% re-entry
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.0% +0.0% 0.3 902 +902 1 -69.5%
☆CSX funds › CSX CORP NEW — 0.0% +0.0% 0.3 6,316 +6,316 1 +18.2% re-entry
☆CNC funds › CENTENE CORP DEL NEW — 0.0% +0.0% 0.3 4,671 +4,671 1 +60.0% re-entry
☆RCL funds › ROYAL CARIBBEAN GROUP TRIM — 0.0% -0.0% 0.3 943 -135 5 -8.2%
☆NTAP funds › NETAPP INC NEW — 0.0% +0.0% 0.3 1,931 +1,931 1 +830.7% re-entry
☆BSOL funds › BITWISE SOLANA STAKING ETF ADD — 0.0% -0.0% 0.3 29,690 +3,995 3 -74.4%
☆EWZ funds › ISHARES INC HOLD — 0.0% -0.0% 0.3 8,590 +0 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.0% 0.3 1,805 -395 5 —
☆IRT funds › INDEPENDENCE RLTY TR INC ADD — 0.0% -0.0% 0.3 17,316 +84 5 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% -0.0% 0.3 1,207 +106 5 —
☆MSCI funds › MSCI INC ADD — 0.0% +0.0% 0.3 515 +54 5 —
☆IUSB funds › ISHARES TR NEW — 0.0% +0.0% 0.3 6,233 +6,233 1 -21.7%
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.0% +0.0% 0.3 1,166 +132 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% +0.0% 0.3 1,098 +83 4 +133.8%
☆TER funds › TERADYNE INC NEW — 0.0% +0.0% 0.3 590 +590 1 +177.6%
☆FIX funds › COMFORT SYS USA INC NEW — 0.0% +0.0% 0.3 144 +144 1 -40.9%
☆WAY funds › WAYSTAR HLDG CORP NEW — 0.0% +0.0% 0.3 13,895 +13,895 1 +208.4%
☆HLT funds › HILTON WORLDWIDE HLDGS INC ADD — 0.0% -0.0% 0.3 861 +32 5 —
☆XMTR funds › XOMETRY INC NEW — 0.0% +0.0% 0.3 2,934 +2,934 1 +21.1%
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD — 0.0% +0.0% 0.3 401 +1 5 —
☆SMFG funds › SUMITOMO MITSUI FIN GRP INC ADD — 0.0% +0.0% 0.3 11,952 +1,692 5 —
☆RSG funds › REPUBLIC SVCS INC TRIM — 0.0% -0.0% 0.3 1,322 -208 5 —
☆QBTS funds › D-WAVE QUANTUM INC ADD — 0.0% +0.0% 0.3 11,706 +100 5 —
☆CVNA funds › CARVANA CO ADD — 0.0% -0.0% 0.3 4,229 +3,438 5 -4.9%
☆IYH funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 4,147 +0 5 —
☆PAVE funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.3 4,713 +4,713 1 +9.5%
☆EQIX funds › EQUINIX INC ADD — 0.0% +0.0% 0.3 265 +29 2 +6.4% re-entry
☆SCHB funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.3 9,520 +9,520 1 +3.9%
☆COHR funds › COHERENT CORP NEW — 0.0% +0.0% 0.3 693 +693 1 -60.3%
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI TRIM — 0.0% +0.0% 0.3 1,033 -5 3 +66.9%
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.0% -0.0% 0.3 2,458 -10 5 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.3 6,129 +52 4 -8.7%
☆AXON funds › AXON ENTERPRISE INC TRIM — 0.0% -0.0% 0.3 480 -119 5 —
☆ACWV funds › ISHARES INC TRIM — 0.0% -0.0% 0.3 2,234 -122 2 -24.0%
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 0.3 2,349 -608 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.3 1,568 +1,568 1 -90.9%
☆LIT funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.3 3,421 +0 3 +1.8%
☆DLR funds › DIGITAL RLTY TR INC ADD — 0.0% +0.0% 0.3 1,487 +343 2 -3.6%
☆ENB funds › ENBRIDGE INC ADD — 0.0% -0.0% 0.3 4,923 +465 4 -9.4%
☆TPR funds › TAPESTRY INC ADD — 0.0% +0.0% 0.3 1,811 +236 2 -61.1%
☆FFEB funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 4,345 +0 2 -12.6%
☆OMC funds › OMNICOM GROUP INC TRIM — 0.0% -0.0% 0.3 3,638 -140 3 +8.7%
☆CHT funds › CHUNGHWA TELECOM CO LTD ADD — 0.0% +0.0% 0.3 5,929 +522 2 -25.5%
☆TMUS funds › T-MOBILE US INC ADD — 0.0% -0.0% 0.3 1,564 +450 5 —
☆ADSK funds › AUTODESK INC TRIM — 0.0% -0.0% 0.3 1,347 -383 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW ADD — 0.0% +0.0% 0.3 1,164 +80 5 —
☆CBC funds › CENTRAL BANCOMPANY ADD — 0.0% +0.0% 0.3 8,411 +38 2 +50.3%
☆NOW funds › SERVICENOW INC TRIM — 0.0% -0.0% 0.3 2,555 -1,079 5 —
☆EME funds › EMCOR GROUP INC ADD — 0.0% +0.0% 0.3 305 +24 2 -21.1%
☆BRO funds › BROWN & BROWN INC NEW — 0.0% +0.0% 0.2 3,884 +3,884 1 +92.3% re-entry
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.1% 0.2 2,147 -21,242 5 —
☆ETSY funds › ETSY INC NEW — 0.0% +0.0% 0.2 3,253 +3,253 1 +232.0% re-entry
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW — 0.0% +0.0% 0.2 973 +973 1 -15.8% re-entry
☆VBK funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 665 +665 1 +21.4%
☆TBG funds › EA SERIES TRUST ADD — 0.0% -0.0% 0.2 6,625 +38 4 -0.5%
☆ETHE funds › GRAYSCALE ETHEREUM STAKING E TRIM — 0.0% -0.0% 0.2 18,915 -27 4 -79.9%
☆ING funds › ING GROEP N.V. TRIM — 0.0% +0.0% 0.2 7,690 -127 5 —
☆HTRB funds › HARTFORD FDS EXCHANGE TRADED TRIM — 0.0% -0.0% 0.2 7,148 -916 5 —
☆DAL funds › DELTA AIR LINES INC NEW — 0.0% +0.0% 0.2 2,562 +2,562 1 +150.0% re-entry
☆O funds › REALTY INCOME CORP ADD — 0.0% -0.0% 0.2 3,873 +209 2 -38.0%
☆CARR funds › CARRIER GLOBAL CORPORATION NEW — 0.0% +0.0% 0.2 3,271 +3,271 1 -33.6% re-entry
☆CWB funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.2 2,214 +1 2 -2.1%
☆ETHA funds › ISHARES ETHEREUM TR HOLD — 0.0% -0.0% 0.2 20,000 +0 4 -79.4%
☆ISCG funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 3,613 -809 2 -1.2%
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.2 2,203 -255 3 -4.6% re-entry
☆SAN funds › BANCO SANTANDER SA ADD — 0.0% +0.0% 0.2 17,124 +1,029 5 —
☆SNPS funds › SYNOPSYS INC NEW — 0.0% +0.0% 0.2 528 +528 1 -74.4% re-entry
☆FLEX funds › FLEX LTD NEW — 0.0% +0.0% 0.2 1,445 +1,445 1 -35.2%
☆GLDM funds › WORLD GOLD TR ADD — 0.0% -0.0% 0.2 2,942 +216 3 -13.2%
☆MLPX funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.2 3,162 +3,162 1 -28.1%
☆MIRM funds › MIRUM PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.2 1,981 +1,981 1 +0.1%
☆SYY funds › SYSCO CORP NEW — 0.0% +0.0% 0.2 2,747 +2,747 1 +45.7% re-entry
☆YUM funds › YUM BRANDS INC ADD — 0.0% -0.0% 0.2 1,430 +48 2 -45.8%
☆WBD funds › WARNER BROS DISCOVERY INC ADD — 0.0% -0.0% 0.2 8,571 +624 4 +114.8%
☆GWX funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 0.2 5,213 +1 5 +5.7%
☆XRP funds › BITWISE XRP ETF ADD — 0.0% -0.0% 0.2 19,443 +2,044 2 -87.3%
☆SUB funds › ISHARES TR ADD — 0.0% -0.0% 0.2 2,129 +80 5 —
☆RLI funds › RLI CORP NEW — 0.0% +0.0% 0.2 3,797 +3,797 1 +133.8%
☆SAP funds › SAP SE NEW — 0.0% +0.0% 0.2 1,450 +1,450 1 +82.3% re-entry
☆VTR funds › VENTAS INC NEW — 0.0% +0.0% 0.2 2,516 +2,516 1 -4.5% re-entry
☆SONY funds › SONY GROUP CORP ADD — 0.0% -0.0% 0.2 11,132 +252 5 —
☆IDXX funds › IDEXX LABS INC ADD — 0.0% -0.0% 0.2 424 +14 5 —
☆MDLZ funds › MONDELEZ INTL INC NEW — 0.0% +0.0% 0.2 3,858 +3,858 1 -6.3% re-entry
☆TRIN funds › TRINITY CAP INC HOLD — 0.0% +0.0% 0.2 12,426 +0 5 —
☆ABNB funds › AIRBNB INC NEW — 0.0% +0.0% 0.2 1,549 +1,549 1 +245.7% re-entry
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.2 15,908 +241 5 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.2 4,875 -24 3 -21.1%
☆REGN funds › REGENERON PHARMACEUTICALS TRIM — 0.0% -0.0% 0.2 348 -37 4 +17.3%
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA NEW — 0.0% +0.0% 0.2 8,643 +8,643 1 +174.9% re-entry
☆ZTS funds › ZOETIS INC ADD — 0.0% -0.0% 0.2 3,003 +381 5 —
☆EOG funds › EOG RES INC NEW — 0.0% +0.0% 0.2 1,663 +1,663 1 -22.3%
☆AIG funds › AMERICAN INTL GROUP INC NEW — 0.0% +0.0% 0.2 2,882 +2,882 1 -30.5% re-entry
☆VOOG funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.2 2,592 +2,592 1 -3.3%
☆GBDC funds › GOLUB CAP BDC INC TRIM — 0.0% -0.0% 0.2 16,622 -614 5 —
☆TD funds › TORONTO DOMINION BK ONT NEW — 0.0% +0.0% 0.2 1,761 +1,761 1 +57.7%
☆PRU funds › PRUDENTIAL FINL INC NEW — 0.0% +0.0% 0.2 1,969 +1,969 1 +113.2% re-entry
☆CM funds › CANADIAN IMPERIAL BANK OF CO NEW — 0.0% +0.0% 0.2 1,846 +1,846 1 +30.8%
☆VONG funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.2 1,658 +1,658 1 -19.7% re-entry
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.2 1,402 +1,402 1 -29.5%
☆AON funds › AON PLC TRIM — 0.0% -0.0% 0.2 636 -101 5 —
☆EXC funds › EXELON CORP TRIM — 0.0% -0.0% 0.2 4,526 -364 5 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC ADD — 0.0% +0.0% 0.2 22,016 +37 5 —
☆MCO funds › MOODYS CORP NEW — 0.0% +0.0% 0.2 466 +466 1 +22.0% re-entry
☆ZG funds › ZILLOW GROUP INC TRIM — 0.0% -0.0% 0.2 6,675 -246 5 —
☆DUOL funds › DUOLINGO INC NEW — 0.0% +0.0% 0.2 1,818 +1,818 1 +69.7% re-entry
☆ACMR funds › ACM RESH INC NEW Common Stock 0.0% +0.0% 0.2 1,633 +1,633 1 +146.7%
☆VCR funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 521 +521 1 -7.5% re-entry
☆STT funds › STATE STR CORP NEW — 0.0% +0.0% 0.2 1,218 +1,218 1 +131.1%
☆NGG funds › NATIONAL GRID PLC TRIM — 0.0% -0.0% 0.2 2,481 -464 5 -8.2%
☆PSN funds › PARSONS CORP DEL TRIM — 0.0% -0.0% 0.2 3,922 -99 2 -71.5% re-entry
☆RBRK funds › RUBRIK INC. NEW — 0.0% +0.0% 0.2 2,559 +2,559 1 +531.6%
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI NEW — 0.0% +0.0% 0.2 755 +755 1 +701.8%
☆ROL funds › ROLLINS INC TRIM — 0.0% -0.0% 0.2 4,914 -37 5 —
☆IMCG funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,083 -961 2 +18.7%
☆SHEL funds › SHELL PLC ADD — 0.0% -0.0% 0.2 2,635 +296 5 —
☆FITB funds › FIFTH THIRD BANCORP NEW — 0.0% +0.0% 0.2 3,594 +3,594 1 +103.8%
☆IWO funds › ISHARES TR NEW — 0.0% +0.0% 0.2 514 +514 1 +28.7%
☆CCEP funds › COCA-COLA EUROPACIFIC PARTNE NEW — 0.0% +0.0% 0.2 2,021 +2,021 1 +64.1%
☆AVIG funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.2 4,863 +0 5 —
☆MXL funds › MAXLINEAR INC NEW — 0.0% +0.0% 0.2 1,571 +1,571 1 -36.1%
☆MLM funds › MARTIN MARIETTA MATLS INC NEW — 0.0% +0.0% 0.2 348 +348 1 -29.4% re-entry
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 0.2 1,202 -354 5 —
☆CDC funds › VICTORY PORTFOLIOS II NEW — 0.0% +0.0% 0.2 2,692 +2,692 1 +16.0% re-entry
☆MAR funds › MARRIOTT INTL INC NEW NEW — 0.0% +0.0% 0.2 540 +540 1 -26.3%
☆LYG funds › LLOYDS BANKING GROUP PLC ADD — 0.0% +0.0% 0.2 27,820 +358 5 —

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 1,693 514 0.10 47% 0.062 0.642 — in
2026Q1 1,492 460 0.11 48% 0.052 0.629 — in
2025Q4 1,659 538 0.05 43% 0.042 0.660 — in
2025Q3 1,625 526 0.07 43% 0.040 0.642 — in
2025Q2 1,511 512 0.08 42% 0.036 0.635 — entered
2025Q1 1,287 470 0.00 44% 0.038 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