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☆ASPIRIANT, LLC

CIK 0001433541 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.906
AUM ($M)
4,051
Positions
400
Turnover
0.06
Top-10 wt
64%
Herfindahl
0.062
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 414 positions · portfolio value $4,051M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 15.9% +3.6% 644.5 860,648 +198,742 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 10.5% -0.3% 424.2 1,745,538 +6,009 5 —
☆IUSV funds › ISHARES TR ADD — 10.0% -0.7% 406.0 3,685,507 +2,452 5 —
☆ACWV funds › ISHARES INC TRIM — 7.2% -1.1% 292.5 2,432,810 -5,622 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 5.6% -0.3% 226.0 955,047 -102 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 5.3% -0.7% 216.1 4,272,813 +38,860 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 3.1% -0.0% 124.5 181,177 +48 5 —
☆IEFA funds › ISHARES TR ADD — 2.4% -0.1% 97.6 1,010,674 +23,916 5 —
☆IEMG funds › ISHARES INC TRIM — 2.2% +0.1% 88.5 1,068,386 -3,967 5 —
☆EFV funds › ISHARES TR TRIM — 2.0% -0.3% 81.2 1,061,079 -8,474 5 —
☆AAPL funds › APPLE INC ADD — 2.0% +0.0% 80.5 278,110 +6,456 5 —
☆IWB funds › ISHARES TR ADD — 1.2% +0.0% 47.5 116,055 +3,347 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.1% -0.0% 43.4 58,166 -932 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 1.0% -0.1% 40.1 546,151 +5,260 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 1.0% -0.0% 38.9 707,126 -1,089 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.9% +0.1% 38.3 103,363 +9,036 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.9% -0.0% 37.9 833,949 +84,320 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.9% -0.1% 36.5 72,942 -1,076 5 —
☆AOR funds › ISHARES TR ADD — 0.9% -0.0% 35.8 515,345 +5,921 5 —
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC TRIM — 0.9% -0.0% 34.7 296,032 -10,712 5 —
☆CRBN funds › ISHARES TR ADD — 0.8% +0.0% 31.0 122,719 +3,434 5 —
☆MUB funds › ISHARES TR TRIM — 0.7% -0.1% 30.2 280,348 -8,543 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.7% -0.0% 27.8 331,741 -1,234 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.7% +0.0% 27.4 90,467 +2,105 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST HOLD — 0.7% -0.0% 26.8 727,702 +0 5 —
☆AGG funds › ISHARES TR ADD — 0.6% +0.0% 26.1 263,856 +39,495 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.6% +0.1% 25.8 72,268 +3,935 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 21.5 98,826 -558 5 —
☆FNDE funds › SCHWAB STRATEGIC TR TRIM — 0.5% -0.1% 21.4 539,037 -5,856 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 0.5% -0.1% 20.9 432,596 +3,860 5 —
☆PWRD funds › TCW ETF TRUST ADD — 0.5% +0.0% 20.0 162,280 +2,274 5 —
☆DEM funds › WISDOMTREE TR TRIM — 0.5% -0.1% 19.4 360,842 -24,298 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.4% +0.0% 17.9 251,128 +10,096 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.4% -0.0% 17.8 47,661 +5,372 5 —
☆IWN funds › ISHARES TR TRIM — 0.4% +0.0% 17.6 79,419 -464 5 —
☆IWM funds › ISHARES TR TRIM — 0.4% +0.0% 16.5 54,901 -829 5 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.4% -0.0% 15.1 281,444 +0 5 —
☆VOTE funds › TCW ETF TRUST ADD — 0.4% +0.1% 14.8 167,619 +35,588 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% -0.0% 14.6 94,513 +1,570 5 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 14.5 275,501 +7,718 5 —
☆GOOG funds › ALPHABET INC ADD — 0.4% +0.0% 14.4 40,883 +3,284 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.0% 14.2 320,192 +8 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.3% -0.0% 13.2 188,313 +0 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.3% +0.0% 12.3 102,831 +89,977 5 —
☆DLN funds › WISDOMTREE TR ADD — 0.3% +0.1% 12.2 126,165 +32,450 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 10.7 197,598 -8,194 5 —
☆IDEV funds › ISHARES TR ADD — 0.3% -0.0% 10.4 116,285 +5,573 3 —
☆IJH funds › ISHARES TR TRIM — 0.2% -0.0% 10.0 130,018 -5,101 5 —
☆IJR funds › ISHARES TR ADD — 0.2% +0.0% 9.7 65,523 +982 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.0% 9.7 162,170 +11,479 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 9.3 113,295 -1,639 5 —
☆IWD funds › ISHARES TR ADD — 0.2% -0.0% 8.9 36,690 +169 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% +0.0% 8.8 27,003 +1,579 5 —
☆EFA funds › ISHARES TR TRIM — 0.2% -0.0% 8.6 82,823 -2,826 5 —
☆IWV funds › ISHARES TR TRIM — 0.2% -0.0% 8.4 19,662 -195 5 —
☆DSI funds › ISHARES TR ADD — 0.2% +0.0% 7.8 54,986 +140 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.2% +0.0% 7.8 32,755 +4,029 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.0% 7.7 72,474 +174 5 —
☆USMV funds › ISHARES TR TRIM — 0.2% -0.0% 7.6 79,030 -4,071 5 —
☆QAI funds › NEW YORK LIFE INVESTMENTS ET ADD — 0.2% -0.0% 7.6 207,334 +10,512 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.2% -0.1% 7.2 36,069 -11,515 5 —
☆MNA funds › NEW YORK LIFE INVESTMENTS ET ADD — 0.2% -0.0% 6.6 181,887 +11,672 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.2% +0.0% 6.6 8,957 +730 5 —
☆ITOT funds › ISHARES TR TRIM — 0.2% -0.0% 6.4 39,120 -1,115 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 6.3 72,881 +60,547 5 —
☆SUSA funds › ISHARES TR TRIM — 0.2% -0.0% 6.3 40,507 -1,500 5 —
☆RY funds › ROYAL BK CDA ADD — 0.1% +0.0% 6.1 29,286 +946 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 5.7 194,663 +281 5 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 5.7 115,081 +29,476 5 —
☆META funds › META PLATFORMS INC ADD — 0.1% -0.0% 5.7 10,170 +637 5 —
☆IYY funds › ISHARES TR HOLD — 0.1% -0.0% 5.4 29,744 +0 5 —
☆IUSG funds › ISHARES TR ADD — 0.1% +0.0% 5.3 28,293 +506 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 5.1 14,815 +367 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.1% -0.0% 5.1 19,981 -639 5 —
☆EFAV funds › ISHARES TR TRIM — 0.1% -0.0% 4.9 55,558 -299 5 —
☆CINF funds › CINCINNATI FINL CORP TRIM — 0.1% -0.0% 4.8 26,160 -528 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 4.8 25,917 +1,098 5 —
☆AVGO funds › BROADCOM INC ADD — 0.1% +0.0% 4.7 12,395 +1,975 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 4.4 20,744 -192 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 4.4 30,016 +922 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.1% -0.1% 4.4 31,820 -1,093 5 —
☆IWR funds › ISHARES TR TRIM — 0.1% -0.0% 4.1 36,742 -186 5 —
☆DGRO funds › ISHARES TR ADD — 0.1% +0.0% 3.8 50,217 +18,570 5 —
☆DBMF funds › LITMAN GREGORY FDS TR TRIM — 0.1% -0.0% 3.8 123,644 -2,874 3 —
☆SCZ funds › ISHARES TR TRIM — 0.1% -0.0% 3.7 45,220 -925 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 3.7 38,183 +1,021 5 —
☆SHY funds › ISHARES TR TRIM — 0.1% -0.0% 3.5 42,425 -3,016 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 3.3 26,435 +20,190 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.0% 3.2 21,352 -18 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 3.2 3,008 +144 5 —
☆RYTM funds › RHYTHM PHARMACEUTICALS INC TRIM — 0.1% -0.0% 3.1 27,960 -5,047 2 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 2.8 19,410 +862 5 —
☆ACWI funds › ISHARES TR HOLD — 0.1% -0.0% 2.7 17,243 +0 5 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 0.1% -0.0% 2.7 2,002 +2 5 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 2.7 10,553 +818 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 2.6 32,006 +26,109 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% -0.0% 2.6 21,783 -12,388 5 —
☆AOM funds › ISHARES TR HOLD — 0.1% -0.0% 2.5 49,669 +0 5 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 2.5 5,855 +1,254 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 2.5 18,108 +528 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 2.4 14,592 +1,707 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.1% +0.0% 2.4 3,319 +305 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.3 80,573 +858 5 —
☆EEM funds › ISHARES TR TRIM — 0.1% +0.0% 2.3 33,882 -1,480 5 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 2.3 15,105 +222 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 2.3 1,913 +330 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 2.3 17,559 +2,125 5 —
☆ESML funds › ISHARES TR HOLD — 0.1% +0.0% 2.3 40,343 +0 3 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.1% -0.0% 2.2 2,357 +424 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.1% -0.0% 2.2 23,847 +147 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.1% -0.0% 2.2 3,063 +0 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 2.1 36,398 +740 5 —
☆EAGG funds › ISHARES TR TRIM — 0.1% -0.0% 2.0 43,218 -1,428 5 —
☆V funds › VISA INC ADD — 0.0% +0.0% 2.0 5,742 +864 5 —
☆BILL funds › BILL HOLDINGS INC HOLD — 0.0% -0.0% 2.0 54,391 +0 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.0% -0.0% 2.0 23,728 +1,074 5 —
☆RTX funds › RTX CORPORATION ADD — 0.0% -0.0% 2.0 10,310 +214 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 1.9 12,287 -862 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.0% +0.0% 1.9 5,704 +619 5 —
☆SHV funds › ISHARES TR TRIM — 0.0% -0.0% 1.9 17,429 -402 5 —
☆INTC funds › INTEL CORP ADD — 0.0% +0.0% 1.9 13,742 +914 5 —
☆SCHV funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 1.9 54,632 +0 5 —
☆CRM funds › SALESFORCE INC ADD — 0.0% -0.0% 1.9 12,085 +560 5 —
☆EAGL funds › 2023 ETF SERIES TRUST NEW — 0.0% +0.0% 1.9 58,062 +58,062 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.0% +0.0% 1.8 6,511 +460 5 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% -0.0% 1.8 40,400 +382 5 —
☆UNP funds › UNION PAC CORP ADD — 0.0% +0.0% 1.8 6,611 +641 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% +0.0% 1.8 6,949 +1,032 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.0% +0.0% 1.7 1,483 +1,483 1 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 1.7 18,512 +793 5 —
☆WMT funds › WALMART INC ADD — 0.0% -0.0% 1.7 14,793 +2,784 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.0% -0.0% 1.7 4,696 +332 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.0% +0.0% 1.7 4,542 -141 5 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.0% 1.7 8,053 -3,982 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.0% -0.0% 1.6 3,174 +67 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.0% -0.1% 1.5 2 -3 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 1.5 6,765 -58 5 —
☆IUSB funds › ISHARES TR ADD — 0.0% +0.0% 1.5 31,528 +14,689 5 —
☆AMGN funds › AMGEN INC TRIM — 0.0% -0.0% 1.5 4,009 -1,033 5 —
☆GE funds › GE AEROSPACE ADD — 0.0% +0.0% 1.4 3,856 +545 5 —
☆SDG funds › ISHARES TR TRIM — 0.0% -0.0% 1.4 16,047 -479 5 —
☆EEMV funds › ISHARES INC TRIM — 0.0% +0.0% 1.4 19,040 -148 5 —
☆VTEL funds › VANGUARD MUN BD FDS NEW — 0.0% +0.0% 1.4 13,675 +13,675 1 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.0% +0.0% 1.4 7,516 -28 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% +0.0% 1.4 3,379 +619 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.0% -0.0% 1.4 14,345 +430 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 1.4 2,689 +86 2 —
☆DIHP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 1.4 39,901 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 1.3 42,417 +6,232 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 1.3 10,437 +8,437 5 —
☆IWP funds › ISHARES TR TRIM — 0.0% -0.0% 1.3 9,108 -510 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.0% +0.0% 1.3 3,071 +1,730 3 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.0% +0.0% 1.3 3,873 +191 5 —
☆UITB funds › VICTORY PORTFOLIOS II NEW — 0.0% +0.0% 1.3 28,000 +28,000 1 —
☆AOA funds › ISHARES TR ADD — 0.0% -0.0% 1.3 13,397 +78 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.0% +0.0% 1.3 1,083 +271 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.0% +0.0% 1.2 1,214 +228 5 —
☆PAYX funds › PAYCHEX INC ADD — 0.0% +0.0% 1.2 12,439 +1,332 5 —
☆SOXX funds › ISHARES TR ADD — 0.0% +0.0% 1.2 1,887 +204 4 —
☆LQD funds › ISHARES TR TRIM — 0.0% -0.0% 1.2 10,640 -11 5 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 1.2 5,766 +1,043 5 —
☆IWO funds › ISHARES TR TRIM — 0.0% -0.0% 1.1 2,915 -719 5 —
☆USB funds › US BANCORP ADD — 0.0% +0.0% 1.1 18,337 +1,769 5 —
☆SLGN funds › SILGAN HLDGS INC ADD — 0.0% +0.0% 1.1 23,285 +157 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 1.1 12,200 +9,603 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.0% -0.0% 1.1 3,038 -1,200 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% +0.0% 1.1 18,578 +8,191 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.0% -0.0% 1.1 14,972 +3,804 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 1.1 18,267 +275 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 1.0 37,458 +867 4 —
☆GLD funds › SPDR GOLD TR HOLD — 0.0% -0.0% 1.0 2,804 +0 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.0% +0.0% 1.0 13,468 +4,229 5 —
☆KO funds › COCA COLA CO TRIM — 0.0% -0.0% 1.0 12,454 -142 5 —
☆IJT funds › ISHARES TR HOLD — 0.0% +0.0% 1.0 5,653 +0 5 —
☆IVE funds › ISHARES TR TRIM — 0.0% -0.0% 1.0 4,430 -2 5 —
☆DVY funds › ISHARES TR ADD — 0.0% -0.0% 1.0 6,259 +4 5 —
☆QEMM funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 1.0 12,092 +0 5 —
☆QSR funds › RESTAURANT BRANDS INTL INC ADD — 0.0% -0.0% 0.9 13,089 +17 5 —
☆HDV funds › ISHARES TR ADD — 0.0% -0.0% 0.9 33,701 +27,097 5 —
☆VXF funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.9 3,680 +0 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 0.9 28,142 +4,155 5 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.9 37,300 +3,367 5 —
☆FDX funds › FEDEX CORP ADD — 0.0% +0.0% 0.9 2,859 +685 5 —
☆PVLA funds › PALVELLA THERAPEUTICS INC NE HOLD — 0.0% +0.0% 0.9 5,852 +0 4 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% -0.0% 0.9 5,661 +60 5 —
☆ASML funds › ASML HLDG NV ADD — 0.0% +0.0% 0.9 440 +195 3 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.0% -0.0% 0.9 9,982 +292 5 —
☆ESGU funds › ISHARES TR HOLD — 0.0% +0.0% 0.8 5,145 +0 5 —
☆BLK funds › BLACKROCK INC ADD — 0.0% +0.0% 0.8 856 +286 5 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.8 3,900 +401 5 —
☆ESGD funds › ISHARES TR HOLD — 0.0% -0.0% 0.8 7,883 +0 3 —
☆DHR funds › DANAHER CORP DEL ADD — 0.0% -0.0% 0.8 4,227 +147 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW ADD — 0.0% +0.0% 0.8 3,597 +205 5 —
☆CB funds › CHUBB LIMITED ADD — 0.0% +0.0% 0.8 2,343 +1,516 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC ADD — 0.0% +0.0% 0.8 44,773 +9,115 5 —
☆RDIV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.8 13,430 +0 4 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY HOLD — 0.0% -0.0% 0.8 8,857 +0 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.8 10,244 +3,230 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% +0.0% 0.8 4,229 +1,610 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.0% +0.0% 0.8 1,524 +312 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.8 3,849 +0 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.8 22,267 +210 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% +0.0% 0.7 1,453 +500 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.7 6,041 +1,713 3 —
☆DE funds › DEERE & CO ADD — 0.0% +0.0% 0.7 1,153 +144 5 —
☆FIX funds › COMFORT SYS USA INC NEW — 0.0% +0.0% 0.7 369 +369 1 —
☆DUHP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.7 17,299 +0 5 —
☆NRG funds › NRG ENERGY INC ADD — 0.0% -0.0% 0.7 4,805 +517 2 —
☆STRL funds › STERLING INFRASTRUCTURE INC TRIM — 0.0% +0.0% 0.7 816 -34 4 —
☆BBH funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.7 3,347 +0 5 —
☆NVS funds › NOVARTIS AG ADD — 0.0% +0.0% 0.7 4,290 +1,392 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 7,577 -70 5 —
☆TEM funds › TEMPUS AI INC TRIM — 0.0% +0.0% 0.6 11,123 -256 2 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.6 17,541 +0 4 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.6 10,488 -2,341 5 —
☆BBHL funds › BBH TR TRIM — 0.0% -0.0% 0.6 35,333 -5,632 3 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.0% +0.0% 0.6 619 +207 5 —
☆NOK funds › NOKIA CORP ADD — 0.0% +0.0% 0.6 45,562 +2,361 5 —
☆TEL funds › TE CONNECTIVITY PLC ADD — 0.0% +0.0% 0.6 2,996 +538 2 —
☆NN funds › NEXTNAV INC TRIM — 0.0% -0.0% 0.6 33,412 -10,794 2 —
☆IJJ funds › ISHARES TR HOLD — 0.0% -0.0% 0.6 3,976 +0 5 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 0.6 3,621 -3,393 5 —
☆EQIX funds › EQUINIX INC NEW — 0.0% +0.0% 0.6 558 +558 1 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.6 599 +599 1 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.6 4,493 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% -0.0% 0.6 4,504 +134 5 —
☆IDV funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 13,755 -66 5 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.6 1,828 +0 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.6 7,693 +96 4 —
☆EIX funds › EDISON INTL NEW — 0.0% +0.0% 0.6 7,450 +7,450 1 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.0% +0.0% 0.6 3,784 +374 2 —
☆MCD funds › MCDONALDS CORP ADD — 0.0% -0.0% 0.5 1,993 +298 5 —
☆GSK funds › GSK PLC ADD — 0.0% -0.0% 0.5 10,267 +1,773 5 —
☆BA funds › BOEING CO ADD — 0.0% +0.0% 0.5 2,485 +925 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.5 14,476 +409 5 —
☆VAW funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.5 2,324 +0 5 —
☆TIP funds › ISHARES TR ADD — 0.0% -0.0% 0.5 4,842 +76 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM — 0.0% +0.0% 0.5 11,598 -89 2 —
☆ETN funds › EATON CORP PLC ADD — 0.0% +0.0% 0.5 1,216 +13 5 —
☆HYG funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 6,457 -248 5 —
☆TD funds › TORONTO DOMINION BK ONT ADD — 0.0% +0.0% 0.5 4,240 +1,851 2 —
☆EFG funds › ISHARES TR ADD — 0.0% +0.0% 0.5 4,137 +478 5 —
☆ESGE funds › ISHARES INC HOLD — 0.0% +0.0% 0.5 9,300 +0 3 —
☆LIN funds › LINDE PLC ADD — 0.0% +0.0% 0.5 978 +467 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 0.5 4,869 +452 5 —
☆CNC funds › CENTENE CORP DEL NEW — 0.0% +0.0% 0.5 7,690 +7,690 1 —
☆A funds › AGILENT TECHNOLOGIES INC ADD — 0.0% +0.0% 0.5 3,713 +617 2 —
☆SO funds › SOUTHERN CO ADD — 0.0% -0.0% 0.5 5,119 +191 3 —
☆JTNY funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.5 9,571 +9,571 1 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC TRIM — 0.0% +0.0% 0.5 1,370 -60 2 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% -0.0% 0.5 9,606 +140 5 —
☆QUAL funds › ISHARES TR HOLD — 0.0% -0.0% 0.5 2,175 +0 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.5 4,556 +718 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.0% +0.0% 0.5 815 +815 1 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 0.5 662 +238 2 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.0% +0.0% 0.5 1,571 +451 2 —
☆ECL funds › ECOLAB INC ADD — 0.0% +0.0% 0.5 1,670 +169 5 —
☆PCG funds › PG&E CORP NEW — 0.0% +0.0% 0.5 27,631 +27,631 1 —
☆AVDE funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.5 5,112 +0 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.5 8,104 +3,498 5 —
☆MDT funds › MEDTRONIC PLC ADD — 0.0% -0.0% 0.5 5,770 +211 5 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.0% -0.0% 0.4 18,188 +2,456 5 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 14,809 -1,000 3 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.0% +0.0% 0.4 1,091 +219 2 —
☆ABNB funds › AIRBNB INC NEW — 0.0% +0.0% 0.4 3,087 +3,087 1 —
☆CLX funds › CLOROX CO DEL NEW — 0.0% +0.0% 0.4 4,542 +4,542 1 —
☆LSF funds › LAIRD SUPERFOOD INC NEW — 0.0% +0.0% 0.4 91,450 +91,450 1 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 0.4 189 +189 1 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.4 8,493 +889 3 —
☆TXT funds › TEXTRON INC ADD — 0.0% +0.0% 0.4 4,606 +2,302 2 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% -0.0% 0.4 10,194 +1,168 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.0% -0.0% 0.4 4,794 +565 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 0.4 3,541 +541 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.0% -0.0% 0.4 1,836 +154 5 —
☆NUEM funds › NUSHARES ETF TR HOLD — 0.0% +0.0% 0.4 9,622 +0 5 —
☆OXY funds › OCCIDENTAL PETE CORP ADD — 0.0% +0.0% 0.4 8,261 +4,178 2 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.0% +0.0% 0.4 4,925 +1,840 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% -0.0% 0.4 9,430 +952 5 —
☆TTE funds › TOTALENERGIES SE TRIM — 0.0% -0.0% 0.4 5,130 -60 3 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% -0.0% 0.4 5,013 +1,111 3 —
☆FTI funds › TECHNIPFMC PLC NEW — 0.0% +0.0% 0.4 6,004 +6,004 1 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% -0.0% 0.4 758 +0 5 —
☆AVEM funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.4 4,083 +0 5 —
☆IONQ funds › IONQ INC TRIM — 0.0% +0.0% 0.4 7,335 -3,559 3 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.4 2,770 +2,770 1 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.4 1,723 +1,723 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.4 1,723 +1,723 1 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.4 589 +589 1 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% +0.0% 0.4 5,174 +681 2 —
☆GLW funds › CORNING INC TRIM — 0.0% +0.0% 0.4 1,443 -159 2 —
☆CW funds › CURTISS WRIGHT CORP ADD — 0.0% +0.0% 0.4 481 +114 2 —
☆FTNT funds › FORTINET INC NEW — 0.0% +0.0% 0.4 2,351 +2,351 1 —
☆ENB funds › ENBRIDGE INC ADD — 0.0% +0.0% 0.4 6,648 +1,211 5 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.4 1,190 +1,190 1 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.4 4,023 +0 5 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.4 1,185 -87 4 —
☆MCK funds › MCKESSON CORP ADD — 0.0% -0.0% 0.4 465 +90 5 —
☆IGSB funds › ISHARES TR ADD — 0.0% -0.0% 0.3 6,678 +74 5 —
☆RWR funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.3 3,035 +0 5 —
☆RLJPRA funds › RLJ LODGING TR HOLD — 0.0% -0.0% 0.3 13,980 +0 5 —
☆JBHT funds › HUNT J B TRANS SVCS INC NEW — 0.0% +0.0% 0.3 1,166 +1,166 1 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.3 4,259 +317 5 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% +0.0% 0.3 1,243 +236 5 —
☆NFG funds › NATIONAL FUEL GAS CO ADD — 0.0% +0.0% 0.3 4,354 +1,354 5 —
☆AOK funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 8,060 +0 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.3 4,078 +0 5 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.3 4,986 +0 3 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% +0.0% 0.3 1,146 +371 5 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.0% +0.0% 0.3 956 +956 1 —
☆RWX funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.3 11,657 +0 5 —
☆QLC funds › FLEXSHARES TR TRIM — 0.0% -0.0% 0.3 3,479 -277 5 —
☆IRM funds › IRON MTN INC DEL ADD — 0.0% +0.0% 0.3 2,467 +424 2 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.0% -0.0% 0.3 672 +60 2 —
☆EWL funds › ISHARES INC ADD — 0.0% -0.0% 0.3 4,834 +254 3 —
☆REET funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 10,953 -728 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.3 2,611 +0 3 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 0.3 1,261 +248 2 —
☆HYMB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.3 11,777 +0 3 —
☆MOH funds › MOLINA HEALTHCARE INC NEW — 0.0% +0.0% 0.3 1,302 +1,302 1 —
☆HPQ funds › HP INC ADD — 0.0% +0.0% 0.3 13,571 +2,368 2 —
☆BEP funds › BROOKFIELD RENEWABLE ENERGY HOLD — 0.0% -0.0% 0.3 8,561 +0 4 —
☆TMUS funds › T-MOBILE US INC ADD — 0.0% -0.0% 0.3 1,762 +468 5 —
☆REGN funds › REGENERON PHARMACEUTICALS ADD — 0.0% -0.0% 0.3 465 +135 3 —
☆BCAL funds › CALIFORNIA BANCORP HOLD — 0.0% +0.0% 0.3 13,912 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.3 3,714 +13 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC NEW — 0.0% +0.0% 0.3 1,731 +1,731 1 —
☆TGT funds › TARGET CORP NEW — 0.0% +0.0% 0.3 2,208 +2,208 1 —
☆PNC funds › PNC FINL SVCS GROUP INC NEW — 0.0% +0.0% 0.3 1,162 +1,162 1 —
☆SNOW funds › SNOWFLAKE INC NEW — 0.0% +0.0% 0.3 1,112 +1,112 1 —
☆ES funds › EVERSOURCE ENERGY NEW — 0.0% +0.0% 0.3 3,889 +3,889 1 —
☆TER funds › TERADYNE INC NEW — 0.0% +0.0% 0.3 577 +577 1 —
☆CHTR funds › CHARTER COMMUNICATIONS INC ADD — 0.0% -0.0% 0.3 1,944 +834 5 —
☆GWX funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.3 6,294 +0 5 —
☆IXN funds › ISHARES TR NEW — 0.0% +0.0% 0.3 1,902 +1,902 1 —
☆IYW funds › ISHARES TR NEW — 0.0% +0.0% 0.3 1,081 +1,081 1 —
☆SRE funds › SEMPRA TRIM — 0.0% -0.0% 0.3 2,900 -2,444 2 —
☆TOTL funds › SSGA ACTIVE ETF TR TRIM — 0.0% -0.0% 0.3 6,770 -4,822 3 —
☆ESAB funds › ESAB CORPORATION ADD — 0.0% -0.0% 0.3 2,666 +21 5 —
☆NVO funds › NOVO-NORDISK A S NEW — 0.0% +0.0% 0.3 5,441 +5,441 1 —
☆SPDN funds › DIREXION SHARES ETF TRUST HOLD — 0.0% -0.0% 0.3 29,790 +0 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.0% 0.3 1,140 -88 5 —
☆FNDX funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.3 8,199 +0 5 —
☆SLB funds › SLB LIMITED ADD — 0.0% -0.0% 0.3 5,480 +509 3 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS HOLD — 0.0% -0.0% 0.3 2,530 +0 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.3 5,594 -806 5 —
☆EME funds › EMCOR GROUP INC NEW — 0.0% +0.0% 0.3 302 +302 1 —
☆FCX funds › FREEPORT MCMORAN INC NEW — 0.0% +0.0% 0.2 3,952 +3,952 1 —
☆VIS funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.2 681 -620 2 —
☆MAA funds › MID-AMER APT CMNTYS INC NEW — 0.0% +0.0% 0.2 1,763 +1,763 1 —
☆IWS funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,470 -121 5 —
☆VFH funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 1,833 +1,833 1 —
☆AVUV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.2 1,931 +0 5 —
☆WCN funds › WASTE CONNECTIONS INC NEW — 0.0% +0.0% 0.2 1,442 +1,442 1 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.2 10,372 -4,502 5 —
☆CTVA funds › CORTEVA INC ADD — 0.0% -0.0% 0.2 2,830 +322 2 —
☆WMB funds › WILLIAMS COS INC NEW — 0.0% +0.0% 0.2 3,207 +3,207 1 —
☆URTH funds › ISHARES INC HOLD — 0.0% -0.0% 0.2 1,176 +0 3 —
☆CARR funds › CARRIER GLOBAL CORPORATION NEW — 0.0% +0.0% 0.2 3,232 +3,232 1 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.0% -0.0% 0.2 808 +74 2 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.2 1,325 +1,273 5 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.0% +0.0% 0.2 692 +692 1 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.0% -0.0% 0.2 1,217 -179 2 —
☆MCO funds › MOODYS CORP NEW — 0.0% +0.0% 0.2 506 +506 1 —
☆RIO funds › RIO TINTO PLC NEW — 0.0% +0.0% 0.2 2,389 +2,389 1 —
☆OKTA funds › OKTA INC NEW — 0.0% +0.0% 0.2 1,647 +1,647 1 —
☆VPU funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 1,142 +1,142 1 —
☆EMR funds › EMERSON ELEC CO NEW — 0.0% +0.0% 0.2 1,538 +1,538 1 —
☆AON funds › AON PLC NEW — 0.0% +0.0% 0.2 652 +652 1 —
☆VLO funds › VALERO ENERGY CORP NEW — 0.0% +0.0% 0.2 830 +830 1 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.2 1,427 +1,427 1 —
☆VONE funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.2 635 +635 1 —
☆KHC funds › KRAFT HEINZ CO NEW — 0.0% +0.0% 0.2 9,051 +9,051 1 —
☆VIGI funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.2 2,277 +2,277 1 —
☆BE funds › BLOOM ENERGY CORP NEW — 0.0% +0.0% 0.2 702 +702 1 —
☆LITE funds › LUMENTUM HLDGS INC NEW — 0.0% +0.0% 0.2 247 +247 1 —
☆ED funds › CONSOLIDATED EDISON INC NEW — 0.0% +0.0% 0.2 1,915 +1,915 1 —
☆ATI funds › ATI INC NEW — 0.0% +0.0% 0.2 1,071 +1,071 1 —
☆FAST funds › FASTENAL CO NEW — 0.0% +0.0% 0.2 4,386 +4,386 1 —
☆MET funds › METLIFE INC TRIM — 0.0% -0.0% 0.2 2,482 -1,542 5 —
☆MKC funds › MCCORMICK & CO INC NEW — 0.0% +0.0% 0.2 4,153 +4,153 1 —
☆BNY funds › BANK OF NY MELLON CORP NEW — 0.0% +0.0% 0.2 1,435 +1,435 1 —
☆IYE funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 3,654 +0 2 —
☆NNN funds › NNN REIT INC NEW — 0.0% +0.0% 0.2 4,439 +4,439 1 —
☆COR funds › CENCORA INC NEW — 0.0% +0.0% 0.2 729 +729 1 —
☆AMH funds › AMERICAN HOMES 4 RENT NEW — 0.0% +0.0% 0.2 6,071 +6,071 1 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO NEW — 0.0% +0.0% 0.2 10,230 +10,230 1 —
☆INTU funds › INTUIT NEW — 0.0% +0.0% 0.2 772 +772 1 —
☆MNST funds › MONSTER BEVERAGE CORP NEW NEW — 0.0% +0.0% 0.2 2,090 +2,090 1 —
☆ONEV funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.2 1,399 +1,399 1 —
☆D funds › DOMINION ENERGY INC NEW — 0.0% +0.0% 0.2 2,930 +2,930 1 —
☆TAK funds › TAKEDA PHARMACEUTICAL CO LTD NEW — 0.0% +0.0% 0.2 10,285 +10,285 1 —
☆XERS funds › XERIS BIOPHARMA HOLDINGS INC ADD — 0.0% +0.0% 0.2 20,030 +30 4 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC NEW — 0.0% +0.0% 0.1 14,362 +14,362 1 —
☆CNH funds › CNH INDL N V NEW — 0.0% +0.0% 0.1 11,963 +11,963 1 —
☆GPK funds › GRAPHIC PACKAGING HLDG CO NEW — 0.0% +0.0% 0.1 12,097 +12,097 1 —
☆BIRD funds › SMARTBIRD INC NEW — 0.0% +0.0% 0.1 20,853 +20,853 1 —
☆LYG funds › LLOYDS BANKING GROUP PLC NEW — 0.0% +0.0% 0.1 14,070 +14,070 1 —
☆ABEV funds › AMBEV SA HOLD — 0.0% -0.0% 0.1 25,000 +0 5 —
☆NWL funds › NEWELL BRANDS INC NEW — 0.0% +0.0% 0.1 11,662 +11,662 1 —
☆UA funds › UNDER ARMOUR INC ADD — 0.0% -0.0% 0.1 10,164 +164 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.0% 0.0 0 -3,385 0 —
☆O funds › REALTY INCOME CORP EXIT — 0.0% -0.0% 0.0 0 -5,054 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.0% 0.0 0 -1,247 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.0% 0.0 0 -9,935 0 —
☆VTIP funds › VANGUARD MALVERN FDS EXIT — 0.0% -0.1% 0.0 0 -81,999 0 —
☆CUSIP:834203309 funds › SOLENO THERAPEUTICS INC EXIT — 0.0% -0.0% 0.0 0 -12,128 0 —
☆TT funds › TRANE TECHNOLOGIES PLC EXIT — 0.0% -0.0% 0.0 0 -2,761 0 —
☆JEF funds › JEFFERIES FINANCIAL GROUP IN EXIT — 0.0% -0.0% 0.0 0 -6,073 0 —
☆AIG funds › AMERICAN INTL GROUP INC EXIT — 0.0% -0.0% 0.0 0 -2,953 0 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.0% 0.0 0 -2,749 0 —
☆SGOL funds › ETFS GOLD TR EXIT — 0.0% -0.0% 0.0 0 -6,058 0 —
☆DFAI funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -6,863 0 —
☆CUSIP:03940C100 funds › ARCELLX INC EXIT — 0.0% -0.0% 0.0 0 -7,332 0 —
☆GUNR funds › FLEXSHARES TR EXIT — 0.0% -0.0% 0.0 0 -3,633 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 4,051 400 0.06 64% 0.062 0.905 — in
2026Q1 3,511 338 0.03 64% 0.057 0.918 — in
2025Q4 3,481 319 0.04 63% 0.055 0.893 — in
2025Q3 3,270 297 0.03 64% 0.057 0.900 — in
2025Q2 3,146 308 0.06 64% 0.057 0.891 — entered
2025Q1 2,881 288 0.00 68% 0.062 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