☆Accredited Investors Inc.
Quality Q
0.747
AUM ($M)
2,314
Positions
299
Turnover
0.12
Top-10 wt
57%
Herfindahl
0.042
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 312 positions · portfolio value $2,314M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 12.0% | -2.2% | 276.7 | 2,685,375 | +51,471 | 5 | — |
| ☆SEZL funds › | SEZZLE INC | TRIM | — | 6.0% | +3.0% | 138.6 | 807,442 | -79,200 | 3 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 6.0% | +5.3% | 138.0 | 1,648,027 | +1,488,591 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | TRIM | — | 5.6% | -0.7% | 128.7 | 4,443,846 | -163,491 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 5.5% | -0.3% | 127.3 | 583,998 | +36,521 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 4.7% | +0.0% | 109.9 | 365,770 | +10,766 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 4.6% | -0.5% | 107.6 | 1,394,914 | -18,965 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 4.5% | -0.3% | 103.5 | 138,176 | +3,463 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 4.3% | -0.1% | 100.1 | 674,815 | +10,504 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 3.6% | -0.5% | 84.3 | 783,975 | +275 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 3.0% | -0.6% | 69.6 | 93 | +0 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.5% | -0.4% | 58.3 | 201,547 | -12,688 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 2.5% | -0.5% | 56.8 | 546,667 | -25,479 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.4% | -0.1% | 56.1 | 235,475 | +12,724 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | NEW | — | 2.2% | +2.2% | 51.0 | 1,014,386 | +1,014,386 | 1 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 2.0% | -0.2% | 45.2 | 363,802 | +271,432 | 5 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | TRIM | — | 1.8% | -0.4% | 42.7 | 701,724 | -21,328 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 1.5% | -0.2% | 35.3 | 225,134 | -176 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 1.1% | -0.4% | 25.7 | 51,302 | -6,276 | 5 | — |
| ☆CHRW funds › | C H ROBINSON WORLDWIDE IN | ADD | — | 1.1% | -0.1% | 25.1 | 133,220 | +652 | 5 | — |
| ☆IWP funds › | ISHARES TR | TRIM | — | 1.1% | -0.1% | 24.9 | 170,300 | -5,808 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 1.0% | -0.2% | 23.4 | 328,571 | -10,637 | 5 | — |
| ☆RBLX funds › | ROBLOX CORP | HOLD | — | 0.9% | -0.3% | 20.5 | 376,574 | +0 | 5 | — |
| ☆EFV funds › | ISHARES TR | TRIM | — | 0.8% | -0.2% | 17.7 | 231,526 | -3,275 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.8% | -0.1% | 17.4 | 23,357 | -220 | 5 | — |
| ☆ESML funds › | ISHARES TR | ADD | — | 0.7% | -0.0% | 16.9 | 302,150 | +2,959 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.7% | -0.2% | 15.4 | 41,190 | -50 | 5 | — |
| ☆EAGG funds › | ISHARES TR | TRIM | — | 0.6% | -0.2% | 13.6 | 286,286 | -1,220 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.6% | -0.1% | 12.9 | 64,436 | -4,553 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.6% | -0.0% | 12.8 | 36,281 | -541 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | ADD | — | 0.5% | -0.1% | 11.6 | 51,844 | +2 | 5 | — |
| ☆FNDA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | -0.1% | 10.1 | 266,452 | -17,081 | 5 | — |
| ☆ONB funds › | OLD NATL BANCORP IND | HOLD | — | 0.4% | -0.0% | 9.5 | 366,545 | +0 | 5 | — |
| ☆CUSIP:46137V597 funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.4% | -0.0% | 9.0 | 161,715 | -7,092 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.4% | -0.0% | 8.8 | 99,742 | +80,207 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | -0.1% | 8.7 | 107,802 | +78,494 | 5 | — |
| ☆DMXF funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 8.6 | 101,689 | +17,060 | 5 | — |
| ☆SUSA funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 8.1 | 52,268 | -693 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | -0.0% | 7.5 | 20,393 | +523 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 7.5 | 24,724 | -1,356 | 5 | — |
| ☆IWS funds › | ISHARES TR | TRIM | — | 0.3% | -0.1% | 7.1 | 42,995 | -3,809 | 5 | — |
| ☆ESGD funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 6.5 | 63,199 | -258 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.3% | -0.0% | 6.1 | 17,147 | -1,044 | 5 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.3% | -0.4% | 5.9 | 66,268 | -87,942 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.2% | -0.1% | 5.7 | 17,511 | -3,039 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | -0.0% | 5.4 | 7,914 | +593 | 5 | — |
| ☆USXF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 4.9 | 71,097 | +451 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.2% | +0.1% | 4.9 | 11,819 | +2,151 | 5 | — |
| ☆MMM funds › | 3M CO | ADD | — | 0.2% | -0.0% | 4.8 | 29,686 | +1,902 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.2% | +0.0% | 4.6 | 6,213 | +1,030 | 5 | — |
| ☆SUSB funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 4.1 | 163,289 | +6,356 | 5 | — |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.2% | -0.1% | 3.8 | 109,337 | -124 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.2% | -0.0% | 3.8 | 3,151 | -1,099 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 0.2% | -0.0% | 3.6 | 42,307 | -1,421 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 3.6 | 14,861 | -603 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.2% | -0.1% | 3.5 | 6,270 | -652 | 5 | — |
| ☆USB funds › | US BANCORP | TRIM | — | 0.2% | -0.0% | 3.5 | 57,605 | -1,166 | 5 | — |
| ☆DSI funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 3.4 | 23,591 | -1,125 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 3.2 | 32,106 | -1,860 | 5 | — |
| ☆LH funds › | LABCORP HOLDINGS INC | HOLD | — | 0.1% | -0.0% | 3.0 | 10,650 | +0 | 2 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 2.9 | 8,322 | +1,772 | 5 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 2.8 | 6,915 | -923 | 5 | — |
| ☆TCMD funds › | TACTILE SYS TECHNOLOGY INC | HOLD | — | 0.1% | -0.0% | 2.8 | 94,880 | +0 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 2.8 | 16,910 | +1,357 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | HOLD | — | 0.1% | -0.0% | 2.7 | 8,300 | +0 | 5 | — |
| ☆CELC funds › | CELCUITY INC | TRIM | — | 0.1% | -0.0% | 2.7 | 25,718 | -1,254 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | -0.0% | 2.5 | 2,722 | -116 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.1% | -0.0% | 2.5 | 6,026 | +0 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | -0.1% | 2.5 | 17,983 | +365 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 2.2 | 8,939 | +728 | 5 | — |
| ☆PWR funds › | QUANTA SVCS INC | HOLD | — | 0.1% | +0.0% | 2.2 | 3,093 | +0 | 3 | — |
| ☆EUSB funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 2.2 | 51,114 | +10,099 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.1% | +0.0% | 2.1 | 5,630 | +244 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.1% | +0.0% | 2.1 | 1,935 | +150 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | -0.0% | 2.0 | 7,952 | +789 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | -0.0% | 2.0 | 5,695 | +503 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | +0.0% | 2.0 | 58,451 | +4,523 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.1% | -0.0% | 2.0 | 5,192 | +67 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 0.1% | +0.0% | 1.8 | 2,554 | +6 | 5 | — |
| ☆GWX funds › | SPDR INDEX SHS FDS | TRIM | — | 0.1% | -0.0% | 1.8 | 42,155 | -315 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.1% | +0.1% | 1.8 | 1,597 | +152 | 3 | — |
| ☆XEL funds › | XCEL ENERGY INC | TRIM | — | 0.1% | -0.0% | 1.8 | 22,412 | -360 | 5 | — |
| ☆GGG funds › | GRACO INC | HOLD | — | 0.1% | -0.0% | 1.8 | 23,739 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.1% | -0.0% | 1.8 | 12,096 | +146 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | ADD | — | 0.1% | -0.0% | 1.8 | 2,497 | +29 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.1% | +0.0% | 1.7 | 30,566 | +5,337 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.1% | -0.0% | 1.6 | 14,323 | +314 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | -0.0% | 1.6 | 12,543 | +1,602 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 0.1% | -0.0% | 1.6 | 4,673 | -166 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.1% | +0.0% | 1.6 | 1,320 | -101 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.1% | +0.0% | 1.5 | 12,951 | +4,405 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 0.1% | +0.0% | 1.5 | 3,137 | +0 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.1% | +0.1% | 1.5 | 3,447 | +3,447 | 1 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | ADD | — | 0.1% | +0.0% | 1.5 | 3,914 | +15 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.0% | 1.5 | 9,970 | -470 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | ADD | — | 0.1% | -0.0% | 1.5 | 16,377 | +294 | 3 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 0.1% | +0.0% | 1.4 | 4,102 | +585 | 5 | — |
| ☆FAST funds › | FASTENAL CO | TRIM | — | 0.1% | -0.0% | 1.4 | 29,043 | -1,400 | 5 | — |
| ☆IYW funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 1.3 | 5,307 | -1,507 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 1.3 | 9,672 | -2,025 | 5 | — |
| ☆AON funds › | AON PLC | TRIM | — | 0.1% | -0.0% | 1.3 | 3,868 | -199 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.1% | -0.0% | 1.3 | 13,918 | -489 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.1% | +0.0% | 1.2 | 5,255 | +785 | 5 | — |
| ☆DVY funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 1.2 | 7,719 | +0 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 0.1% | -0.0% | 1.2 | 6,782 | -2,819 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | HOLD | — | 0.1% | +0.0% | 1.2 | 2,935 | +0 | 5 | — |
| ☆TNC funds › | TENNANT CO | TRIM | — | 0.0% | -0.0% | 1.2 | 13,162 | -2,317 | 5 | — |
| ☆PSEP funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.0% | -0.0% | 1.1 | 24,500 | +0 | 4 | — |
| ☆QUAL funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 1.1 | 5,137 | -1,520 | 4 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.0% | -0.0% | 1.1 | 8,042 | -54 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.0% | -0.0% | 1.1 | 13,300 | +644 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.0% | -0.0% | 1.1 | 12,978 | +709 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | ADD | — | 0.0% | -0.0% | 1.0 | 8,697 | +17 | 2 | — |
| ☆OEF funds › | ISHARES TR | TRIM | — | 0.0% | -0.2% | 1.0 | 2,814 | -10,139 | 4 | — |
| ☆IWO funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 1.0 | 2,606 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 1.0 | 11,886 | +10,180 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.0% | -0.0% | 1.0 | 5,350 | -983 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.0% | -0.0% | 1.0 | 3,742 | -273 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | ADD | — | 0.0% | +0.0% | 1.0 | 3,319 | +150 | 2 | — |
| ☆TGT funds › | TARGET CORP | TRIM | — | 0.0% | -0.0% | 0.9 | 7,235 | -1,169 | 5 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 0.0% | +0.0% | 0.9 | 3,635 | +58 | 3 | — |
| ☆UMBF funds › | UMB FINL CORP | TRIM | — | 0.0% | -0.0% | 0.9 | 6,439 | -2,050 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.0% | -0.0% | 0.9 | 5,378 | +594 | 5 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.0% | -0.0% | 0.9 | 10,734 | +8,945 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.0% | -0.0% | 0.9 | 4,846 | +301 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.0% | -0.0% | 0.9 | 9,568 | -115 | 3 | — |
| ☆ECL funds › | ECOLAB INC | TRIM | — | 0.0% | -0.0% | 0.9 | 3,068 | -376 | 5 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | ADD | — | 0.0% | +0.0% | 0.8 | 1,312 | +39 | 3 | — |
| ☆SHOP funds › | SHOPIFY INC | TRIM | — | 0.0% | -0.0% | 0.8 | 7,321 | -1,199 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 0.0% | +0.0% | 0.8 | 5,956 | -240 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.0% | +0.0% | 0.8 | 817 | +400 | 5 | — |
| ☆VLUE funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.8 | 4,098 | -2,429 | 2 | — |
| ☆CACI funds › | CACI INTL INC | HOLD | — | 0.0% | -0.0% | 0.8 | 1,718 | +0 | 3 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.0% | -0.0% | 0.8 | 2,123 | -33 | 5 | — |
| ☆AAXJ funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.8 | 6,389 | +837 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.0% | -0.0% | 0.8 | 7,911 | +92 | 5 | — |
| ☆PDI funds › | PIMCO DYNAMIC INCOME FD | ADD | — | 0.0% | -0.0% | 0.8 | 45,532 | +952 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.0% | -0.0% | 0.8 | 2,683 | -68 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | TRIM | — | 0.0% | -0.0% | 0.8 | 3,759 | -70 | 3 | — |
| ☆SDY funds › | SPDR SERIES TRUST | TRIM | — | 0.0% | -0.0% | 0.7 | 4,900 | -45 | 5 | — |
| ☆SLYV funds › | SPDR SERIES TRUST | TRIM | — | 0.0% | -0.0% | 0.7 | 6,688 | -11 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.7 | 6,575 | -238 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.0% | +0.0% | 0.7 | 1,213 | -452 | 4 | — |
| ☆IAU funds › | ISHARES GOLD TR | ADD | — | 0.0% | -0.0% | 0.7 | 9,214 | +2,265 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.0% | -0.0% | 0.7 | 1,352 | -400 | 5 | — |
| ☆SOXX funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.7 | 1,081 | +9 | 5 | — |
| ☆KBDC funds › | KAYNE ANDERSON BDC INC | HOLD | — | 0.0% | -0.0% | 0.7 | 50,898 | +0 | 5 | — |
| ☆NUE funds › | NUCOR CORP | ADD | — | 0.0% | +0.0% | 0.7 | 3,056 | +2 | 5 | — |
| ☆DAL funds › | DELTA AIR LINES INC | NEW | — | 0.0% | +0.0% | 0.7 | 7,214 | +7,214 | 1 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | HOLD | — | 0.0% | -0.0% | 0.7 | 7,286 | +0 | 5 | — |
| ☆SCMB funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.7 | 25,674 | +25,674 | 1 | — |
| ☆SOLV funds › | SOLVENTUM CORP | ADD | — | 0.0% | -0.0% | 0.7 | 8,563 | +203 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | -0.0% | 0.7 | 5,110 | +190 | 2 | — |
| ☆HYG funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.7 | 8,168 | +18 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | TRIM | — | 0.0% | -0.0% | 0.6 | 7,304 | -9 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 0.0% | -0.0% | 0.6 | 5,144 | +75 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.0% | -0.0% | 0.6 | 8,859 | -57 | 5 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.6 | 6,455 | -54 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.0% | -0.0% | 0.6 | 8,587 | +2 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | -0.0% | 0.6 | 11,550 | +114 | 5 | — |
| ☆CUSIP:624756102 funds › | MUELLER INDS INC | HOLD | — | 0.0% | -0.0% | 0.6 | 4,946 | +0 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.0% | -0.0% | 0.6 | 7,770 | -1,174 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.0% | +0.0% | 0.6 | 783 | -90 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | +0.0% | 0.6 | 20,996 | +3,844 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.6 | 2,383 | +400 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.6 | 18,192 | +18,192 | 1 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.0% | +0.0% | 0.6 | 2,025 | +1,200 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | -0.0% | 0.6 | 4,411 | +338 | 2 | — |
| ☆H funds › | HYATT HOTELS CORP | HOLD | — | 0.0% | +0.0% | 0.5 | 2,829 | +0 | 3 | — |
| ☆FPX funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.0% | +0.0% | 0.5 | 2,649 | +0 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.0% | -0.0% | 0.5 | 9,640 | +119 | 5 | — |
| ☆KRE funds › | SPDR SERIES TRUST | NEW | — | 0.0% | +0.0% | 0.5 | 7,246 | +7,246 | 1 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | HOLD | — | 0.0% | -0.0% | 0.5 | 1,993 | +0 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | HOLD | — | 0.0% | -0.0% | 0.5 | 2,080 | +0 | 3 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.0% | -0.0% | 0.5 | 6,481 | +7 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.5 | 9,623 | +0 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.0% | -0.0% | 0.5 | 2,765 | +222 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.0% | -0.0% | 0.5 | 1,013 | -148 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.0% | -0.0% | 0.5 | 1,181 | -129 | 5 | — |
| ☆BR funds › | BROADRIDGE FINL SOLUTIONS IN | ADD | — | 0.0% | -0.0% | 0.5 | 3,602 | +15 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 0.0% | -0.0% | 0.5 | 2,325 | -732 | 5 | — |
| ☆MOD funds › | MODINE MFG CO | NEW | — | 0.0% | +0.0% | 0.5 | 1,800 | +1,800 | 1 | — |
| ☆ONEQ funds › | FIDELITY COMWLTH TR | ADD | — | 0.0% | -0.0% | 0.5 | 4,600 | +50 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | +0.0% | 0.5 | 16,042 | +5,472 | 5 | — |
| ☆IBB funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.5 | 2,426 | +2,426 | 1 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | ADD | — | 0.0% | -0.0% | 0.5 | 4,985 | +334 | 3 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | TRIM | — | 0.0% | -0.0% | 0.5 | 7,916 | -6,853 | 5 | — |
| ☆SPSC funds › | SPS COMM INC | HOLD | — | 0.0% | -0.0% | 0.5 | 7,909 | +0 | 5 | — |
| ☆WAT funds › | WATERS CORP | ADD | — | 0.0% | +0.0% | 0.4 | 1,198 | +27 | 5 | — |
| ☆ALL funds › | ALLSTATE CORP | NEW | — | 0.0% | +0.0% | 0.4 | 1,870 | +1,870 | 1 | — |
| ☆BKLC funds › | BNY MELLON ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.4 | 3,070 | +0 | 5 | — |
| ☆NVT funds › | NVENT ELEC PLC | HOLD | — | 0.0% | +0.0% | 0.4 | 2,583 | +0 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | ADD | — | 0.0% | +0.0% | 0.4 | 1,268 | +240 | 5 | — |
| ☆IXUS funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.4 | 4,490 | +2,069 | 2 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | -0.0% | 0.4 | 1,730 | +0 | 5 | — |
| ☆KBWB funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.0% | +0.0% | 0.4 | 4,548 | +1,000 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.0% | -0.0% | 0.4 | 2,931 | -7 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | TRIM | — | 0.0% | -0.0% | 0.4 | 1,010 | -7 | 5 | — |
| ☆OTTR funds › | OTTER TAIL CORP | ADD | — | 0.0% | -0.0% | 0.4 | 4,436 | +29 | 5 | — |
| ☆EWY funds › | ISHARES INC | ADD | — | 0.0% | +0.0% | 0.4 | 1,962 | +25 | 2 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | NEW | — | 0.0% | +0.0% | 0.4 | 294 | +294 | 1 | — |
| ☆TECH funds › | BIO-TECHNE CORP | TRIM | — | 0.0% | +0.0% | 0.4 | 5,521 | -20 | 5 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | ADD | — | 0.0% | -0.0% | 0.4 | 21,000 | +22 | 5 | — |
| ☆DCI funds › | DONALDSON INC | ADD | — | 0.0% | -0.0% | 0.4 | 4,334 | +3 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.0% | -0.0% | 0.4 | 7,204 | -45 | 5 | — |
| ☆EXPE funds › | EXPEDIA GROUP INC | HOLD | — | 0.0% | -0.0% | 0.4 | 1,497 | +0 | 5 | — |
| ☆FDUS funds › | FIDUS INVT CORP | ADD | — | 0.0% | -0.0% | 0.4 | 20,024 | +24 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | ADD | — | 0.0% | +0.0% | 0.4 | 757 | +7 | 5 | — |
| ☆EBAY funds › | EBAY INC. | HOLD | — | 0.0% | -0.0% | 0.4 | 3,346 | +0 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.0% | -0.0% | 0.4 | 5,283 | +4 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | HOLD | — | 0.0% | +0.0% | 0.4 | 953 | +0 | 5 | — |
| ☆BROS funds › | DUTCH BROS INC | HOLD | — | 0.0% | +0.0% | 0.4 | 5,100 | +0 | 5 | — |
| ☆HTGC funds › | HERCULES CAPITAL INC | HOLD | — | 0.0% | -0.0% | 0.4 | 23,000 | +0 | 5 | — |
| ☆BXSL funds › | BLACKSTONE SECD LENDING FD | HOLD | — | 0.0% | -0.0% | 0.4 | 15,000 | +0 | 5 | — |
| ☆FDX funds › | FEDEX CORP | ADD | — | 0.0% | +0.0% | 0.4 | 1,124 | +424 | 3 | — |
| ☆OKE funds › | ONEOK INC NEW | HOLD | — | 0.0% | -0.0% | 0.4 | 4,030 | +0 | 3 | — |
| ☆NLY funds › | ANNALY CAPITAL MANAGEMENT IN | HOLD | — | 0.0% | -0.0% | 0.3 | 15,500 | +0 | 3 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | -0.0% | 0.3 | 3,587 | +88 | 2 | — |
| ☆CTAS funds › | CINTAS CORP | HOLD | — | 0.0% | -0.0% | 0.3 | 2,024 | +0 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.0% | +0.0% | 0.3 | 1,549 | +1,549 | 1 | — |
| ☆MTUM funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 987 | +0 | 5 | — |
| ☆CLF funds › | CLEVELAND-CLIFFS INC NEW | TRIM | — | 0.0% | -0.0% | 0.3 | 35,924 | -7,000 | 5 | — |
| ☆BA funds › | BOEING CO | TRIM | — | 0.0% | -0.0% | 0.3 | 1,544 | -963 | 5 | — |
| ☆PDO funds › | PIMCO DYNAMIC INCOME OPRNTS | NEW | — | 0.0% | +0.0% | 0.3 | 25,000 | +25,000 | 1 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.0% | -0.0% | 0.3 | 628 | +0 | 5 | — |
| ☆SMH funds › | VANECK ETF TRUST | NEW | — | 0.0% | +0.0% | 0.3 | 500 | +500 | 1 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.0% | -0.0% | 0.3 | 2,164 | +50 | 5 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.0% | -0.0% | 0.3 | 3,324 | +0 | 3 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.0% | -0.0% | 0.3 | 2,059 | +49 | 5 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC | ADD | — | 0.0% | -0.0% | 0.3 | 772 | +30 | 5 | — |
| ☆SCHK funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | -0.0% | 0.3 | 8,753 | +4 | 5 | — |
| ☆KLAR funds › | KLARNA GROUP PLC | HOLD | — | 0.0% | +0.0% | 0.3 | 15,450 | +0 | 2 | — |
| ☆IJK funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.3 | 2,649 | -27 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.0% | -0.0% | 0.3 | 5,185 | -1,105 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.0% | -0.0% | 0.3 | 1,736 | +1,666 | 3 | — |
| ☆PFG funds › | PRINCIPAL FINANCIAL GROUP IN | HOLD | — | 0.0% | -0.0% | 0.3 | 2,866 | +0 | 2 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | ADD | — | 0.0% | -0.0% | 0.3 | 978 | +35 | 5 | — |
| ☆FIX funds › | COMFORT SYS USA INC | HOLD | — | 0.0% | +0.0% | 0.3 | 155 | +0 | 2 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.0% | -0.0% | 0.3 | 819 | -100 | 4 | — |
| ☆CNP funds › | CENTERPOINT ENERGY INC | TRIM | — | 0.0% | -0.0% | 0.3 | 6,847 | -375 | 3 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | -0.0% | 0.3 | 982 | +0 | 5 | — |
| ☆IJJ funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.3 | 2,034 | -35 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.0% | -0.0% | 0.3 | 12,474 | -3,865 | 5 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | TRIM | — | 0.0% | -0.0% | 0.3 | 696 | -2,000 | 5 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | ADD | — | 0.0% | +0.0% | 0.3 | 896 | +3 | 2 | — |
| ☆TRGP funds › | TARGA RES CORP | NEW | — | 0.0% | +0.0% | 0.3 | 1,118 | +1,118 | 1 | — |
| ☆VICI funds › | VICI PPTYS INC | NEW | — | 0.0% | +0.0% | 0.3 | 11,098 | +11,098 | 1 | — |
| ☆HLI funds › | HOULIHAN LOKEY INC | HOLD | — | 0.0% | -0.0% | 0.3 | 2,196 | +0 | 3 | — |
| ☆CRS funds › | CARPENTER TECHNOLOGY CORP | NEW | — | 0.0% | +0.0% | 0.3 | 469 | +469 | 1 | — |
| ☆LNT funds › | ALLIANT ENERGY CORP | ADD | — | 0.0% | -0.0% | 0.3 | 3,739 | +26 | 5 | — |
| ☆NOBL funds › | PROSHARES TR | ADD | — | 0.0% | -0.0% | 0.3 | 5,051 | +2,526 | 5 | — |
| ☆SEDG funds › | SOLAREDGE TECHNOLOGIES INC | TRIM | — | 0.0% | -0.0% | 0.3 | 4,840 | -2,000 | 4 | — |
| ☆VTWO funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.0% | -0.0% | 0.3 | 2,326 | +0 | 3 | — |
| ☆BKSE funds › | BNY MELLON ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.3 | 2,048 | +0 | 2 | — |
| ☆JVAL funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.0% | -0.0% | 0.3 | 4,648 | +0 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.3 | 7,508 | +7,508 | 1 | — |
| ☆RPG funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.0% | +0.0% | 0.3 | 4,214 | +4,214 | 1 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.3 | 8,643 | +8,643 | 1 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | HOLD | — | 0.0% | -0.0% | 0.3 | 5,308 | +0 | 5 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | TRIM | — | 0.0% | -0.0% | 0.3 | 2,758 | -100 | 5 | — |
| ☆SLV funds › | ISHARES SILVER TR | TRIM | — | 0.0% | -0.0% | 0.3 | 4,757 | -131 | 2 | — |
| ☆WMS funds › | ADVANCED DRAIN SYS INC DEL | TRIM | — | 0.0% | -0.0% | 0.3 | 1,603 | -800 | 2 | — |
| ☆IDV funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.2 | 5,989 | +0 | 2 | — |
| ☆DXCM funds › | DEXCOM INC | TRIM | — | 0.0% | -0.0% | 0.2 | 3,673 | -704 | 5 | — |
| ☆TPR funds › | TAPESTRY INC | HOLD | — | 0.0% | -0.0% | 0.2 | 1,684 | +0 | 3 | — |
| ☆T funds › | AT&T INC | HOLD | — | 0.0% | -0.0% | 0.2 | 11,901 | +0 | 5 | — |
| ☆FICO funds › | FAIR ISAAC CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 206 | +0 | 3 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.0% | -0.0% | 0.2 | 2,569 | +240 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | TRIM | — | 0.0% | -0.0% | 0.2 | 528 | -37 | 5 | — |
| ☆ARM funds › | ARM HOLDINGS PLC | NEW | — | 0.0% | +0.0% | 0.2 | 679 | +679 | 1 | — |
| ☆DES funds › | WISDOMTREE TR | HOLD | — | 0.0% | -0.0% | 0.2 | 5,906 | +0 | 2 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.0% | -0.0% | 0.2 | 4,522 | -11 | 2 | — |
| ☆RIO funds › | RIO TINTO PLC | TRIM | — | 0.0% | -0.0% | 0.2 | 2,530 | -11 | 3 | — |
| ☆HRL funds › | HORMEL FOODS CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 9,648 | -29 | 5 | — |
| ☆EXPD funds › | EXPEDITORS INTL WASH INC | HOLD | — | 0.0% | -0.0% | 0.2 | 1,430 | +0 | 3 | — |
| ☆DE funds › | DEERE & CO | HOLD | — | 0.0% | -0.0% | 0.2 | 367 | +0 | 2 | — |
| ☆DLR funds › | DIGITAL RLTY TR INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,277 | +1,277 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 447 | -5 | 3 | — |
| ☆VV funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 659 | +659 | 1 | — |
| ☆SCHC funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | -0.0% | 0.2 | 4,690 | +103 | 4 | — |
| ☆CCJ funds › | CAMECO CORP | ADD | — | 0.0% | -0.0% | 0.2 | 2,171 | +11 | 2 | — |
| ☆COP funds › | CONOCOPHILLIPS | ADD | — | 0.0% | -0.0% | 0.2 | 2,124 | +149 | 2 | — |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.0% | -0.0% | 0.2 | 3,053 | -420 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | NEW | — | 0.0% | +0.0% | 0.2 | 918 | +918 | 1 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.0% | +0.0% | 0.2 | 1,676 | +1,676 | 1 | — |
| ☆IQV funds › | IQVIA HLDGS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,107 | +1,107 | 1 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.0% | -0.0% | 0.2 | 998 | -63 | 2 | — |
| ☆VIK funds › | VIKING HOLDINGS LTD | NEW | — | 0.0% | +0.0% | 0.2 | 2,000 | +2,000 | 1 | — |
| ☆PHM funds › | PULTE GROUP INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,500 | +1,500 | 1 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.0% | -0.0% | 0.2 | 1,297 | -800 | 3 | — |
| ☆DGRW funds › | WISDOMTREE TR | NEW | — | 0.0% | +0.0% | 0.2 | 2,150 | +2,150 | 1 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,864 | +1,864 | 1 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.0% | -0.0% | 0.2 | 2,296 | -17 | 5 | — |
| ☆IYY funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,100 | +1,100 | 1 | — |
| ☆OBDC funds › | BLUE OWL CAPITAL CORPORATION | ADD | — | 0.0% | -0.0% | 0.2 | 16,736 | +39 | 5 | — |
| ☆FOCL funds › | EDAP TMS S A | HOLD | — | 0.0% | +0.0% | 0.1 | 21,431 | +0 | 5 | — |
| ☆CUSIP:35168W103 funds › | FRACTYL HEALTH INC | HOLD | — | 0.0% | +0.0% | 0.1 | 100,000 | +0 | 2 | — |
| ☆GPMT funds › | GRANITE PT MTG TR INC | HOLD | — | 0.0% | -0.0% | 0.0 | 15,721 | +0 | 5 | — |
| ☆HUMA funds › | HUMACYTE INC | NEW | — | 0.0% | +0.0% | 0.0 | 15,600 | +15,600 | 1 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,278 | 0 | — |
| ☆FDIQ funds › | INVESCO EXCH TRADED FD TR II | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -6,494 | 0 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,079 | 0 | — |
| ☆MOS funds › | MOSAIC CO | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -8,879 | 0 | — |
| ☆LOW funds › | LOWES COS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,031 | 0 | — |
| ☆BX funds › | BLACKSTONE INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,753 | 0 | — |
| ☆CUSIP:381013101 funds › | GOLDEN ENTMT INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -11,750 | 0 | — |
| ☆AVIG funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -9,944 | 0 | — |
| ☆ACWX funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,939 | 0 | — |
| ☆CUSIP:84612H106 funds › | SOW GOOD INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -46,958 | 0 | — |
| ☆AZO funds › | AUTOZONE INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -75 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,705 | 0 | — |
| ☆IYG funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -4,182 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 2,314 | 299 | 0.12 | 57% | 0.042 | 0.744 | — | in |
| 2026Q1 | 1,856 | 281 | 0.06 | 56% | 0.046 | 0.810 | — | in |
| 2025Q4 | 1,883 | 284 | 0.06 | 54% | 0.042 | 0.750 | — | in |
| 2025Q3 | 1,793 | 264 | 0.06 | 54% | 0.043 | 0.766 | — | in |
| 2025Q2 | 1,691 | 239 | 0.07 | 55% | 0.042 | 0.779 | — | entered |
| 2025Q1 | 1,611 | 238 | 0.00 | 57% | 0.045 | 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