Fund Universe

← Fund Universe

☆FAS Wealth Partners, Inc.

CIK 0001596957 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.632
AUM ($M)
1,919
Positions
516
Turnover
0.06
Top-10 wt
35%
Herfindahl
0.018
History (qtrs)
6
Excess Return
-6.6%

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 500 of 540 positions (showing top 500 by weight) · portfolio value $1,919M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 5.8% +0.1% 112.1 527,085 +49,184 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 4.9% -0.5% 94.1 1,666,456 +136,080 5 —
☆ILCG funds › ISHARES TR ADD — 3.8% +0.3% 73.0 623,515 +30,664 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 3.5% +0.1% 67.1 736,028 +53,851 5 —
☆EFG funds › ISHARES TR ADD — 3.4% +0.2% 66.0 530,741 +66,552 5 —
☆MDYV funds › SPDR SERIES TRUST ADD — 3.3% -0.1% 62.6 659,887 +34,679 5 —
☆MDYG funds › SPDR SERIES TRUST ADD — 3.2% +0.2% 62.3 555,604 +47,926 5 —
☆SLYG funds › SPDR SERIES TRUST ADD — 2.4% +0.3% 45.3 380,346 +37,374 5 —
☆AAPL funds › APPLE INC ADD — 2.4% -0.1% 45.1 156,028 +2,141 5 —
☆PTRB funds › PGIM ETF TR ADD — 2.0% -0.1% 38.2 921,687 +130,559 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 1.9% -0.1% 36.8 1,057,653 -10,980 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.7% +0.0% 33.4 166,708 +9,302 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 1.5% +0.3% 29.1 620,441 +209,933 5 —
☆CORT funds › CORCEPT THERAPEUTICS INC ADD — 1.5% +0.7% 28.2 324,876 +2,506 5 —
☆TOTL funds › SSGA ACTIVE ETF TR ADD — 1.4% +0.1% 26.9 682,427 +140,651 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 1.3% +0.1% 24.6 666,751 +39,563 5 —
☆IVW funds › ISHARES TR TRIM — 1.2% +0.0% 23.4 170,400 -1,431 5 —
☆GOOG funds › ALPHABET INC ADD — 1.2% +0.1% 22.9 64,849 +3,348 5 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR ADD — 1.2% +0.1% 22.5 306,509 +29,062 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 1.1% -0.1% 21.6 91,173 +946 5 —
☆KEMX funds › KRANESHARES TRUST TRIM — 1.1% +0.1% 21.3 405,871 -8,043 5 —
☆AVLC funds › AMERICAN CENTY ETF TR ADD — 1.1% -0.0% 20.6 228,649 +4,829 5 —
☆SLYV funds › SPDR SERIES TRUST ADD — 1.0% +0.0% 20.1 184,101 +7,094 5 —
☆AVGO funds › BROADCOM INC ADD — 1.0% +0.1% 20.0 53,057 +2,932 5 —
☆EFV funds › ISHARES TR ADD — 1.0% -0.2% 20.0 261,784 +463 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.0% -0.0% 19.9 83,305 +2,633 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 1.0% +0.1% 19.6 157,283 +28,901 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.0% -0.1% 19.2 51,492 +2,376 5 —
☆AVIV funds › AMERICAN CENTY ETF TR TRIM — 1.0% -0.2% 18.6 240,133 -3,316 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.9% +0.4% 16.8 38,804 +1,457 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.9% -0.1% 16.6 186,014 +9,354 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.9% -0.0% 16.3 44,313 +12,148 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.8% +0.2% 15.2 14,293 +539 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.8% -0.0% 15.1 46,254 +2,727 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.7% +0.1% 13.0 10,858 +443 5 —
☆REGL funds › PROSHARES TR ADD — 0.7% +0.1% 12.5 136,654 +32,545 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.6% -0.0% 12.3 16,508 +83 5 —
☆IDV funds › ISHARES TR ADD — 0.6% -0.0% 12.2 294,324 +38,397 5 —
☆META funds › META PLATFORMS INC ADD — 0.6% -0.1% 12.0 21,295 +1,330 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.6% -0.0% 11.8 348,035 -7,388 5 —
☆WMT funds › WALMART INC ADD — 0.6% -0.2% 11.4 100,300 +4,424 5 —
☆FNDF funds › SCHWAB STRATEGIC TR TRIM — 0.6% -0.1% 11.2 212,016 -1,016 5 —
☆HDV funds › ISHARES TR ADD — 0.6% -0.2% 11.0 402,591 +312,872 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.5% -0.1% 10.5 41,193 +1,550 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.5% +0.1% 10.4 66,101 +17,090 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.5% -0.2% 9.8 71,701 +2,065 5 —
☆FLTR funds › VANECK ETF TRUST ADD — 0.5% -0.1% 9.5 372,818 +7,825 5 —
☆IVE funds › ISHARES TR TRIM — 0.5% -0.1% 9.5 41,839 -682 5 —
☆DON funds › WISDOMTREE TR ADD — 0.5% +0.0% 9.4 166,625 +18,788 5 —
☆ARCB funds › ARCBEST CORP TRIM — 0.5% +0.1% 9.0 62,848 -51 5 —
☆TSLA funds › TESLA INC ADD — 0.5% +0.0% 9.0 21,409 +1,422 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.4% +0.0% 8.6 24,101 -79 5 —
☆ABBV funds › ABBVIE INC ADD — 0.4% +0.0% 8.2 32,676 +2,047 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.4% -0.2% 8.1 49,096 +1,366 5 —
☆OUNZ funds › VANECK MERK GOLD ETF ADD — 0.4% -0.1% 8.1 210,148 +7,671 5 +3.2%
☆IVV funds › ISHARES TR TRIM — 0.4% -0.1% 7.5 9,967 -1,244 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.4% -0.1% 7.4 7,879 +511 5 —
☆ETN funds › EATON CORP PLC ADD — 0.4% +0.0% 7.4 17,260 +1,353 5 —
☆BKDV funds › BNY MELLON ETF TRUST II ADD — 0.4% +0.0% 7.1 213,465 +26,719 5 +3.7%
☆USMV funds › ISHARES TR TRIM — 0.4% -0.1% 6.9 71,754 -645 5 —
☆MS funds › MORGAN STANLEY ADD — 0.4% +0.0% 6.9 33,068 +2,586 5 —
☆ANGL funds › VANECK ETF TRUST ADD — 0.4% -0.1% 6.9 235,463 +1,909 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.4% -0.0% 6.7 9,813 +217 5 —
☆ITOT funds › ISHARES TR TRIM — 0.3% -0.0% 6.7 40,834 -71 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 6.2 31,427 -978 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% +0.0% 6.1 72,547 +11,250 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 6.0 16,276 -68 5 —
☆ASTS funds › AST SPACEMOBILE INC ADD — 0.3% +0.0% 6.0 67,219 +13,170 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.3% +0.1% 5.9 19,710 +1,195 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.1% 5.9 49,970 +3,366 5 —
☆IEMG funds › ISHARES INC TRIM — 0.3% -0.0% 5.8 70,293 -1,125 5 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.3% +0.0% 5.8 17,473 +1,393 5 —
☆V funds › VISA INC ADD — 0.3% +0.0% 5.6 16,219 +934 5 —
☆MRK funds › MERCK & CO INC ADD — 0.3% -0.0% 5.6 43,241 +2,514 5 —
☆HD funds › HOME DEPOT INC ADD — 0.3% -0.0% 5.5 15,566 +743 5 —
☆TAXF funds › AMERICAN CENTY ETF TR ADD — 0.3% -0.0% 5.3 105,053 +8,119 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.3% -0.0% 5.3 42,068 +2,790 5 —
☆IWM funds › ISHARES TR TRIM — 0.3% +0.0% 5.3 17,564 -32 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.3% -0.0% 5.3 60,087 +5,184 5 —
☆UNP funds › UNION PAC CORP ADD — 0.3% +0.0% 5.1 18,807 +1,400 5 —
☆IEFA funds › ISHARES TR ADD — 0.3% -0.0% 5.0 52,194 +795 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.3% +0.1% 5.0 12,076 +793 5 —
☆LUV funds › SOUTHWEST AIRLS CO ADD — 0.3% +0.1% 5.0 97,434 +8,210 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.0% 4.8 78,888 -820 5 +0.1%
☆DVY funds › ISHARES TR ADD — 0.2% -0.0% 4.8 30,459 +281 5 —
☆BA funds › BOEING CO ADD — 0.2% -0.0% 4.7 21,922 +1,692 5 —
☆TPYP funds › TORTOISE CAPITAL SERIES TRUS ADD — 0.2% -0.0% 4.7 112,602 +1,878 5 -3.3%
☆GRMN funds › GARMIN LTD ADD — 0.2% -0.0% 4.7 19,834 +1,142 5 —
☆AMGN funds › AMGEN INC ADD — 0.2% -0.0% 4.7 12,997 +893 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 4.7 32,046 +1,148 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN ADD — 0.2% +0.0% 4.5 42,206 +3,484 5 —
☆IMTM funds › ISHARES TR ADD — 0.2% -0.0% 4.5 84,638 +188 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.2% -0.0% 4.5 89,165 +3,002 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.1% 4.5 38,163 +1,788 5 —
☆IJR funds › ISHARES TR TRIM — 0.2% -0.0% 4.3 29,061 -330 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.2% +0.0% 4.2 41,196 +2,827 5 —
☆PSQA funds › PALMER SQUARE FUNDS TR ADD — 0.2% +0.1% 4.1 200,479 +91,194 5 -19.8%
☆IWF funds › ISHARES TR ADD — 0.2% -0.0% 4.1 32,779 +24,494 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 4.1 16,712 -196 5 —
☆CME funds › CME GROUP INC ADD — 0.2% -0.1% 4.0 18,244 +1,666 5 —
☆CLMT funds › CALUMET INC ADD — 0.2% -0.0% 3.9 109,371 +13,050 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.2% -0.0% 3.9 28,770 +2,486 5 +0.4%
☆QQQ funds › INVESCO QQQ TR ADD — 0.2% +0.0% 3.9 5,251 +167 5 —
☆SO funds › SOUTHERN CO ADD — 0.2% -0.0% 3.8 39,556 +3,447 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.2% -0.0% 3.8 40,374 -516 5 —
☆FDX funds › FEDEX CORP ADD — 0.2% -0.0% 3.8 12,018 +963 5 —
☆PYLD funds › PIMCO ETF TR NEW — 0.2% +0.2% 3.7 138,434 +138,434 1 -17.4%
☆BX funds › BLACKSTONE INC ADD — 0.2% -0.0% 3.6 30,347 +2,275 5 —
☆EFA funds › ISHARES TR TRIM — 0.2% -0.0% 3.4 33,101 -327 5 —
☆IWR funds › ISHARES TR ADD — 0.2% -0.0% 3.4 30,827 +517 5 —
☆IWS funds › ISHARES TR TRIM — 0.2% -0.0% 3.4 20,657 -78 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 3.3 9,023 -193 5 —
☆KLAC funds › KLA CORP ADD — 0.2% +0.1% 3.3 10,820 +9,718 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 3.2 64,219 +2,681 5 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.2% +0.0% 3.2 6,483 +585 2 +5.1%
☆BAC funds › BANK OF AMER CORP ADD — 0.2% -0.0% 3.1 55,001 +25 5 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.2% -0.0% 3.1 12,965 +1,149 5 —
☆SLB funds › SLB LIMITED ADD — 0.2% -0.0% 3.0 64,977 +5,662 5 —
☆HTGC funds › HERCULES CAPITAL INC ADD — 0.2% -0.0% 3.0 190,914 +10,158 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 3.0 4 +0 5 —
☆RAAX funds › VANECK ETF TRUST ADD — 0.2% +0.1% 3.0 75,428 +35,273 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 2.8 78,365 -1,854 5 —
☆IJH funds › ISHARES TR ADD — 0.1% -0.0% 2.8 35,724 +92 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 2.7 16,915 +3,392 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 2.6 91,420 +582 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.1% -0.0% 2.6 13,643 -6 5 —
☆IWN funds › ISHARES TR ADD — 0.1% -0.0% 2.6 11,663 +59 5 —
☆AOR funds › ISHARES TR ADD — 0.1% -0.0% 2.6 36,722 +2,345 4 -6.7%
☆IBB funds › ISHARES TR TRIM — 0.1% -0.0% 2.6 13,419 -356 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 2.5 9,370 -99 5 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.0% 2.5 10,269 -323 5 —
☆HYD funds › VANECK ETF TRUST ADD — 0.1% -0.0% 2.4 47,155 +2,513 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 2.3 21,682 +3,062 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 2.3 79,256 +2,410 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.1% 2.3 16,689 -2,726 5 —
☆CTEV funds › CLARITEV CORPORATION ADD — 0.1% +0.1% 2.3 67,397 +20,920 5 —
☆REET funds › ISHARES TR ADD — 0.1% -0.0% 2.3 82,625 +3,995 5 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% -0.0% 2.3 5,700 +418 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 2.2 7,945 +347 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 2.1 25,278 +51 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 2.0 6,677 -107 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 2.0 36,308 +119 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 1.8 66,149 +318 5 —
☆MFSM funds › MFS ACTIVE EXCHANGE TRADED F ADD — 0.1% -0.0% 1.8 71,791 +4,135 4 -16.7%
☆NET funds › CLOUDFLARE INC ADD — 0.1% +0.0% 1.8 7,220 +549 5 —
☆EMLP funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 1.8 40,518 +6,547 5 —
☆SPRY funds › ARS PHARMACEUTICALS INC ADD — 0.1% -0.0% 1.7 214,507 +9,100 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 1.7 11,307 +3 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 1.6 8,565 +56 5 —
☆IWP funds › ISHARES TR ADD — 0.1% -0.0% 1.6 11,080 +36 5 —
☆IJS funds › ISHARES TR ADD — 0.1% -0.0% 1.6 11,859 +33 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 1.6 8,483 +31 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.6 16,121 +9,355 5 —
☆NTRL funds › FIRST TR EXCH TRADED FD III ADD — 0.1% -0.0% 1.5 74,598 +8,031 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD — 0.1% -0.0% 1.5 50,345 +0 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 1.5 4,349 +1 5 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 1.5 18,185 -876 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 1.4 2,780 -352 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III ADD — 0.1% -0.0% 1.4 78,869 +606 5 —
☆IWO funds › ISHARES TR ADD — 0.1% +0.0% 1.4 3,538 +303 5 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.1% -0.1% 1.4 12,993 -2,295 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 1.3 26,396 +1,566 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 1.3 25,475 +7,267 5 —
☆IJJ funds › ISHARES TR ADD — 0.1% -0.0% 1.3 8,548 +31 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.1% -0.0% 1.2 17,474 +508 5 —
☆IYW funds › ISHARES TR HOLD — 0.1% +0.0% 1.2 4,864 +0 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.2 33,707 +2,122 5 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.1% -0.0% 1.2 5,112 +13 5 —
☆CBSH funds › COMMERCE BANCSHARES INC ADD — 0.1% +0.0% 1.2 20,876 +1,662 5 —
☆USB funds › US BANCORP TRIM — 0.1% -0.0% 1.2 19,585 -379 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 1.2 36,576 +376 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.2 14,307 +11,070 5 —
☆DE funds › DEERE & CO TRIM — 0.1% -0.0% 1.1 1,749 -52 5 —
☆ROCY funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 1.0 19,224 +19,224 1 +3.0%
☆GE funds › GE AEROSPACE TRIM — 0.1% -0.0% 1.0 2,718 -364 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.1% -0.0% 1.0 5,964 +8 5 —
☆UNM funds › UNUM GROUP ADD — 0.1% +0.0% 1.0 11,218 +63 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 1.0 10,001 -1,173 5 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 1.0 7,625 +21 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 1.0 4,310 -1,319 5 —
☆EVRG funds › EVERGY INC ADD — 0.0% -0.0% 1.0 11,070 +835 5 —
☆WSO funds › WATSCO INC ADD — 0.0% -0.0% 0.9 2,242 +36 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.0% 0.9 6,346 -183 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.0% +0.0% 0.9 1,596 -386 4 +168.8%
☆SEB funds › SEABOARD CORP DEL HOLD — 0.0% -0.0% 0.9 205 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.0% +0.0% 0.9 2,634 +151 5 —
☆CUSIP:942622101 funds › WATSCO INC HOLD — 0.0% -0.0% 0.9 2,163 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.0% +0.0% 0.9 774 -222 2 +487.8%
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.9 7,421 +6,467 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.9 16,432 +19 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.0% -0.0% 0.9 12,080 -60 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD — 0.0% -0.0% 0.9 1,216 +1 5 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.8 5,611 +5,611 1 -29.5%
☆SMB funds › VANECK ETF TRUST ADD — 0.0% -0.0% 0.8 48,426 +1,050 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.0% -0.0% 0.8 871 -67 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.8 9,475 +7,580 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.8 2,692 +267 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.8 3,639 +297 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.8 9,030 +7,606 5 —
☆IJT funds › ISHARES TR TRIM — 0.0% +0.0% 0.8 4,352 -16 5 —
☆PFF funds › ISHARES TR ADD — 0.0% -0.0% 0.8 25,220 +275 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% -0.0% 0.8 40,126 +2,627 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.0% -0.0% 0.8 18,118 -303 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.8 13,577 +6,652 5 —
☆WMB funds › WILLIAMS COS INC ADD — 0.0% -0.0% 0.8 10,179 +68 5 —
☆NBIS funds › NEBIUS GROUP N.V. TRIM — 0.0% +0.0% 0.8 2,719 -14 2 +724.5%
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.7 8,934 -369 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% -0.0% 0.7 12,426 +71 5 —
☆ROCQ funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.7 12,372 +12,372 1 -4.7%
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.0% -0.0% 0.7 7,725 +0 5 —
☆UMBF funds › UMB FINL CORP ADD — 0.0% +0.0% 0.7 4,976 +11 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.7 5,182 -137 5 —
☆SGOV funds › ISHARES TR TRIM — 0.0% -0.0% 0.7 6,806 -1,488 3 -20.8%
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.0% +0.0% 0.7 1,413 +1 5 +64.9%
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.7 32,384 -1,889 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.0% +0.0% 0.7 566 +4 4 +49.6%
☆IWB funds › ISHARES TR ADD — 0.0% -0.0% 0.7 1,607 +1 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% +0.0% 0.6 5,654 -9 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.0% +0.0% 0.6 611 +0 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.0% -0.0% 0.6 6,420 +152 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.0% -0.0% 0.6 4,063 +240 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% -0.0% 0.6 4,148 +11 5 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.0% -0.0% 0.6 6,460 +432 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.6 17,631 +1,397 5 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.6 3,834 +11 5 —
☆SGOL funds › ETFS GOLD TR TRIM — 0.0% -0.0% 0.6 15,100 -1,871 5 +3.3%
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.6 4,079 +10 5 +41.5%
☆HODL funds › VANECK BITCOIN ETF HOLD — 0.0% -0.0% 0.6 33,917 +0 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.0% -0.0% 0.6 739 -131 5 —
☆RZG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 0.6 7,632 -244 5 —
☆MBB funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 5,861 -140 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.0% -0.0% 0.5 1,064 -73 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.5 1,825 +3 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.5 23,050 -574 5 —
☆SHEL funds › SHELL PLC ADD — 0.0% -0.0% 0.5 6,872 +24 5 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% -0.0% 0.5 3,784 +0 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.5 6,075 +18 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.0% -0.0% 0.5 14,236 -263 5 —
☆VTWV funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.5 2,666 +10 5 —
☆AGG funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 5,142 -132 5 —
☆EFAV funds › ISHARES TR ADD — 0.0% -0.0% 0.5 5,655 +254 5 —
☆ADM funds › ARCHER DANIELS MIDLAND CO ADD — 0.0% -0.0% 0.5 6,428 +41 5 —
☆IDEV funds › ISHARES TR ADD — 0.0% -0.0% 0.5 5,512 +80 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 0.5 4,258 -100 5 —
☆FIX funds › COMFORT SYS USA INC HOLD — 0.0% +0.0% 0.5 245 +0 3 +119.1%
☆ADI funds › ANALOG DEVICES INC TRIM — 0.0% -0.0% 0.5 1,212 -88 5 +31.0%
☆AIQ funds › GLOBAL X FDS TRIM — 0.0% +0.0% 0.5 7,219 -4 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 0.5 5,201 -75 5 —
☆PNFP funds › PINNACLE FINL PARTNERS INC ADD — 0.0% +0.0% 0.5 4,671 +286 2 -2.8%
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% -0.0% 0.5 2,578 +13 5 -12.2%
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% +0.0% 0.4 4,137 +478 5 —
☆ECL funds › ECOLAB INC TRIM — 0.0% -0.0% 0.4 1,590 -36 5 —
☆GLTR funds › ABRDN PRECIOUS METALS BASKET HOLD — 0.0% -0.0% 0.4 2,400 +0 4 +18.4%
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.4 1,932 +1,932 1 -11.2%
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.4 1,925 +1,925 1 -104.9%
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 0.4 1,882 +1 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 0.4 1,897 -35 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.4 433 +433 1 +187.3%
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.4 5,340 +80 5 —
☆ACWV funds › ISHARES INC TRIM — 0.0% -0.0% 0.4 3,439 -227 5 —
☆TLH funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 4,110 +0 5 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.4 29,659 +244 5 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.4 17,043 +76 5 —
☆TER funds › TERADYNE INC TRIM — 0.0% +0.0% 0.4 847 -34 2 +59.6%
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 0.4 812 -37 5 —
☆IJK funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,465 -57 5 —
☆LMB funds › LIMBACH HLDGS INC HOLD — 0.0% -0.0% 0.4 5,253 +0 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.4 2,182 -13 5 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.4 3,803 -453 5 —
☆CB funds › CHUBB LIMITED ADD — 0.0% -0.0% 0.4 1,143 +1 3 -0.9%
☆KR funds › KROGER CO ADD — 0.0% -0.0% 0.4 6,792 +24 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.4 6,271 -186 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.4 6,324 +426 5 —
☆DKNG funds › DRAFTKINGS INC NEW ADD — 0.0% +0.0% 0.4 14,568 +751 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% -0.0% 0.4 5,051 +50 5 —
☆LIN funds › LINDE PLC HOLD — 0.0% -0.0% 0.4 693 +0 3 -1.3%
☆GLW funds › CORNING INC NEW — 0.0% +0.0% 0.4 1,407 +1,407 1 -49.9%
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.4 6,429 +10 5 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.0% +0.0% 0.4 551 -414 2 +199.5%
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% -0.0% 0.4 2,999 +4 5 —
☆ACWI funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 2,196 -8 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.0% -0.0% 0.3 2,007 -458 4 +22.9%
☆TGT funds › TARGET CORP TRIM — 0.0% -0.0% 0.3 2,609 -29 3 +96.0% re-entry
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% -0.0% 0.3 1,071 +0 5 -8.2%
☆PAYX funds › PAYCHEX INC TRIM — 0.0% -0.0% 0.3 3,453 -592 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.3 2,111 -1,201 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.3 1,244 +0 5 —
☆CSX funds › CSX CORP ADD — 0.0% -0.0% 0.3 6,821 +14 5 +22.8%
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.0% +0.0% 0.3 413 +413 1 +282.7% re-entry
☆JKHY funds › HENRY JACK & ASSOC INC ADD — 0.0% -0.0% 0.3 2,268 +9 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP HOLD — 0.0% -0.0% 0.3 7,277 +0 5 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.0% +0.0% 0.3 2,815 +236 5 —
☆CLX funds › CLOROX CO DEL TRIM — 0.0% -0.0% 0.3 3,228 -158 3 -13.3%
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 0.3 9,568 +37 3 +9.8%
☆ARCC funds › ARES CAPITAL CORP ADD — 0.0% -0.0% 0.3 16,474 +49 5 —
☆HCA funds › HCA HEALTHCARE INC HOLD — 0.0% -0.0% 0.3 778 +0 5 —
☆TWLO funds › TWILIO INC TRIM — 0.0% -0.0% 0.3 1,462 -671 3 +127.7%
☆LOUP funds › INNOVATOR ETFS TRUST TRIM — 0.0% +0.0% 0.3 3,041 -100 5 +33.2%
☆CUSIP:78473E103 funds › SPX TECHNOLOGIES INC ADD — 0.0% +0.0% 0.3 1,221 +10 5 —
☆GWW funds › WW GRAINGER INC HOLD — 0.0% +0.0% 0.3 218 +0 5 —
☆EZET funds › FRANKLIN ETHEREUM TR HOLD — 0.0% -0.0% 0.3 24,785 +0 4 -79.4%
☆FNX funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.0% -0.0% 0.3 2,026 -145 5 —
☆FNDX funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.3 9,476 -46 5 —
☆COF funds › CAPITAL ONE FINL CORP NEW — 0.0% +0.0% 0.3 1,464 +1,464 1 +103.9% re-entry
☆SLV funds › ISHARES SILVER TR ADD — 0.0% -0.0% 0.3 5,409 +1,811 3 +16.0%
☆EIX funds › EDISON INTL ADD — 0.0% -0.0% 0.3 3,822 +1 2 -26.6%
☆JBL funds › JABIL INC NEW — 0.0% +0.0% 0.3 734 +734 1 +9.3%
☆UTF funds › COHEN & STEERS INFRASTRUCTUR HOLD — 0.0% -0.0% 0.3 10,199 +0 5 —
☆EME funds › EMCOR GROUP INC HOLD — 0.0% -0.0% 0.3 339 +0 3 +28.6%
☆PCG funds › PG&E CORP HOLD — 0.0% -0.0% 0.3 16,628 +0 3 -10.4%
☆MOH funds › MOLINA HEALTHCARE INC NEW — 0.0% +0.0% 0.3 1,219 +1,219 1 +53.7%
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.3 5,113 -191 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 0.3 1,654 -840 5 —
☆MTUM funds › ISHARES TR ADD — 0.0% +0.0% 0.3 803 +1 5 —
☆ABNB funds › AIRBNB INC HOLD — 0.0% -0.0% 0.3 1,920 +0 3 +58.8%
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.3 1,713 -11 5 —
☆AZN funds › ASTRAZENECA PLC HOLD — 0.0% -0.0% 0.3 1,390 +0 2 -75.4%
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.0% +0.0% 0.3 787 +787 1 -69.5%
☆SOFI funds › SOFI TECHNOLOGIES INC ADD — 0.0% -0.0% 0.3 14,550 +185 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.0% -0.0% 0.3 2,804 +7 5 —
☆ENB funds › ENBRIDGE INC ADD — 0.0% -0.0% 0.3 4,768 +19 5 —
☆CMI funds › CUMMINS INC NEW — 0.0% +0.0% 0.3 362 +362 1 -48.9%
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% -0.0% 0.3 1,887 +9 4 -6.4%
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.0% -0.0% 0.3 1,036 +1 3 +43.7%
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.0% -0.0% 0.2 734 -51 5 -12.9%
☆TEVA funds › TEVA PHARMACEUTICAL INDS LTD HOLD — 0.0% -0.0% 0.2 7,200 +0 3 +47.8%
☆BNY funds › BANK OF NY MELLON CORP NEW — 0.0% +0.0% 0.2 1,683 +1,683 1 +88.8%
☆SOXX funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 375 +0 5 —
☆ASGI funds › ABRDN GLOBAL INFRA INCOME FU HOLD — 0.0% -0.0% 0.2 10,325 +0 2 -13.3%
☆IYE funds › ISHARES TR ADD — 0.0% -0.0% 0.2 4,224 +20 5 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.0% -0.0% 0.2 4,084 -134 5 —
☆SIVR funds › ABRDN SILVER ETF TRUST HOLD — 0.0% -0.0% 0.2 4,176 +0 2 -54.3%
☆FTI funds › TECHNIPFMC PLC HOLD — 0.0% -0.0% 0.2 3,534 +0 2 +35.7%
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.0% -0.0% 0.2 736 -749 5 —
☆NEM funds › NEWMONT CORP TRIM — 0.0% -0.0% 0.2 2,474 -1,235 3 +27.4%
☆JBHT funds › HUNT J B TRANS SVCS INC NEW — 0.0% +0.0% 0.2 797 +797 1 +9.0%
☆CNC funds › CENTENE CORP DEL NEW — 0.0% +0.0% 0.2 3,579 +3,579 1 +60.0% re-entry
☆IRM funds › IRON MTN INC DEL NEW — 0.0% +0.0% 0.2 1,812 +1,812 1 -1.2%
☆CARR funds › CARRIER GLOBAL CORPORATION NEW — 0.0% +0.0% 0.2 3,108 +3,108 1 -33.6%
☆MGV funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.2 1,385 +0 5 +2.2%
☆DAL funds › DELTA AIR LINES INC NEW — 0.0% +0.0% 0.2 2,398 +2,398 1 +150.0%
☆CASY funds › CASEYS GEN STORES INC HOLD — 0.0% -0.0% 0.2 279 +0 2 +34.8%
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% -0.0% 0.2 3,513 +7 2 -11.4%
☆URTH funds › ISHARES INC ADD — 0.0% -0.0% 0.2 1,075 +7 5 —
☆VOYG funds › VOYAGER TECHNOLOGIES INC NEW — 0.0% +0.0% 0.2 6,709 +6,709 1 +35.7%
☆AVMU funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 0.2 4,526 +38 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.0% +0.0% 0.2 486 +486 1 +1905.4%
☆CFG funds › CITIZENS FINL GROUP INC NEW — 0.0% +0.0% 0.2 2,966 +2,966 1 +111.7%
☆AMAT funds › APPLIED MATLS INC NEW — 0.0% +0.0% 0.2 285 +285 1 +110.2%
☆MAR funds › MARRIOTT INTL INC NEW NEW — 0.0% +0.0% 0.2 554 +554 1 -26.3%
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 0.2 401 -7 3 -17.3%
☆AEE funds › AMEREN CORP NEW — 0.0% +0.0% 0.2 1,788 +1,788 1 -11.6% re-entry
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 0.2 4,912 -1,197 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.2 1,645 -66 5 —
☆EMXC funds › ISHARES INC ADD — 0.0% +0.0% 0.2 1,878 +10 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.2 2,292 +2,197 3 +1.6%
☆CLOI funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.2 3,391 +1,002 5 —
☆ITA funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 731 -66 5 —
☆FDG funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.2 1,313 +1,313 1 -30.8%
☆EEM funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,528 -215 5 —
☆OCSL funds › OAKTREE SPECIALTY LENDING TRIM — 0.0% -0.0% 0.2 14,129 -4,666 5 —
☆PLUG funds › PLUG PWR INC HOLD — 0.0% +0.0% 0.2 60,380 +0 5 —
☆FXZ funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.2 2,010 +0 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.2 2,030 +2 5 —
☆VPU funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.1 748 -210 5 —
☆LUMN funds › LUMEN TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.1 17,664 -41 5 —
☆CNH funds › CNH INDL N V TRIM — 0.0% -0.0% 0.1 11,610 -2,977 3 -13.5%
☆MLPA funds › GLOBAL X FDS ADD — 0.0% -0.0% 0.1 2,365 +44 5 —
☆EUSA funds › ISHARES INC HOLD — 0.0% -0.0% 0.1 1,090 +0 5 —
☆ISTB funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,533 +3 5 —
☆VLUE funds › ISHARES TR ADD — 0.0% +0.0% 0.1 595 +11 5 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% -0.0% 0.1 6,093 +69 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% -0.0% 0.1 5,542 +60 5 —
☆IDU funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 980 +0 5 —
☆FLV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.1 1,315 +1,315 1 +22.3%
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.1 545 +0 5 —
☆PICK funds › ISHARES INC ADD — 0.0% -0.0% 0.1 1,689 +15 5 —
☆QUAL funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 442 +0 5 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.1 904 -26 3 -21.1%
☆IHI funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,894 +0 5 —
☆XAR funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 326 +0 5 —
☆FTXN funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% -0.0% 0.1 2,728 +9 5 —
☆SPGM funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.1 1,040 -114 5 —
☆DGRO funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,149 +0 5 —
☆IUSG funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 440 -70 5 —
☆XBI funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 522 -283 5 —
☆SLQT funds › SELECTQUOTE INC HOLD — 0.0% +0.0% 0.1 97,583 +0 5 —
☆DSI funds › ISHARES TR ADD — 0.0% +0.0% 0.1 566 +15 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 585 +0 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.1 1,647 +14 5 —
☆IGV funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 850 +0 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.1 1,310 +1,057 5 —
☆NLR funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.1 657 +0 5 —
☆VCR funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.1 192 +1 5 —
☆PTON funds › PELOTON INTERACTIVE INC HOLD — 0.0% +0.0% 0.1 12,736 +0 5 —
☆FALN funds › ISHARES TR ADD — 0.0% +0.0% 0.1 2,713 +2,318 5 —
☆IXUS funds › ISHARES TR ADD — 0.0% -0.0% 0.1 772 +10 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 808 +283 4 +0.1%
☆RWO funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 0.1 1,382 +12 5 —
☆GOVT funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,918 +26 5 —
☆RSPN funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.1 1,025 +0 5 —
☆AVMV funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 0.1 803 +3 5 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 292 +0 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.1 714 +344 5 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.1 1,527 +3 5 —
☆IGM funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 351 +0 5 +20.0%
☆ESGD funds › ISHARES TR ADD — 0.0% -0.0% 0.1 551 +21 5 —
☆SMDV funds › PROSHARES TR ADD — 0.0% -0.0% 0.1 735 +4 5 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.1 861 -200 2 +74.5%
☆SMH funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.1 83 +8 5 —
☆FXR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.1 587 +1 5 —
☆PSQO funds › PALMER SQUARE FUNDS TR ADD — 0.0% -0.0% 0.1 2,555 +30 5 -19.5%
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.1 333 -21 5 —
☆FTXR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.0 1,080 +3 5 —
☆URA funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 1,122 +0 5 —
☆HYG funds › ISHARES TR ADD — 0.0% -0.0% 0.0 607 +3 5 —
☆VIS funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 133 +0 2 -17.7%
☆XJH funds › ISHARES TR ADD — 0.0% -0.0% 0.0 915 +20 3 +13.3%
☆IVOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.0 302 +177 2 -0.3%
☆IGSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 800 +0 2 -30.6%
☆EZU funds › ISHARES INC ADD — 0.0% -0.0% 0.0 593 +10 5 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 451 +0 5 —
☆FXD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.0 582 +1 5 —
☆XLB funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 757 +2 5 -6.8%
☆FNDE funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 931 +0 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.0 1,054 +13 4 +1.8%
☆IUSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 792 -150 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.0 283 +0 3 -13.8%
☆DWX funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 0.0 768 +11 5 —
☆VDC funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.0 155 -11 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.0 473 +31 5 —
☆EWW funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 460 +0 5 —
☆SUSA funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 220 +0 5 —
☆LIT funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 418 +0 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.0 421 +4 5 —
☆VXF funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 127 +0 5 —
☆IUSV funds › ISHARES TR ADD — 0.0% -0.0% 0.0 282 +1 2 -12.4%
☆XHB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 250 +0 5 —
☆ESGE funds › ISHARES INC ADD — 0.0% +0.0% 0.0 518 +10 5 —
☆RPV funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.0 241 +1 5 —
☆MOO funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 342 +0 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 354 +0 5 —
☆SABR funds › SABRE CORP HOLD — 0.0% +0.0% 0.0 12,739 +0 2 +459.7%
☆BOTZ funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.0 682 -6 5 —
☆AVDV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.0 250 +0 5 +17.1%
☆PID funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.0 1,033 +15 5 —
☆ACWX funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 298 -8 5 —
☆FNDC funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 455 +0 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.0 181 +0 4 +14.0%
☆HELO funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 300 +0 4 -11.6%
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.0 371 +29 3 -22.9%
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.0 182 +1 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 374 +0 3 -19.8%
☆SPMB funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.0 769 +6 5 —
☆SUSC funds › ISHARES TR ADD — 0.0% -0.0% 0.0 705 +36 5 —
☆VFH funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.0 124 +1 3 -2.7%
☆TLT funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 180 -659 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 150 +150 1 +12.6%
☆SCHH funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 590 +584 5 —
☆USIG funds › ISHARES TR ADD — 0.0% -0.0% 0.0 253 +3 3 -23.7%
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 141 +0 5 —
☆KBE funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 185 +0 5 +1.1%
☆XSW funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 72 +0 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.0 292 +1 3 -2.6%
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.0 194 +2 3 -24.3%
☆PSI funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 60 +0 3 +150.8%
☆HAP funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 160 +0 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.0 243 +1 3 +6.5%
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 130 +0 3 —
☆RSPU funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 130 +130 1 -16.1%
☆SCZ funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 125 +0 5 —
☆ESGU funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 62 +0 5 —
☆SPEM funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.0 193 +0 4 -1.1%
☆EWJ funds › ISHARES INC ADD — 0.0% -0.0% 0.0 106 +1 5 —
☆WDIV funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 0.0 121 +1 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 105 +0 5 —
☆REM funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 422 +0 5 —
☆MDXH funds › MDXHEALTH SA HOLD — 0.0% -0.0% 0.0 22,625 +0 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.0 80 +0 4 +16.7%
☆FGD funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 270 +0 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% +0.0% 0.0 60 +0 5 —
☆CORP funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.0 83 +83 1 -22.3%
☆JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.0 111 -128 2 +11.2%
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.0 194 +46 3 +9.4%
☆SPBO funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.0 260 +3 5 —
☆IYH funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 108 +0 5 —
☆EDIV funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.0 177 +0 5 —
☆MUSI funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.0 163 +0 3 -22.2%
☆KXI funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆BOND funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.0 72 +72 1 -20.5%
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.0 167 +3 3 +5.9%
☆XMMO funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 34 +0 3 +11.2%
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 82 +0 5 —
☆HYDB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 118 +0 3 -19.0%
☆JMBS funds › JANUS DETROIT STR TR HOLD — 0.0% -0.0% 0.0 122 +0 3 -22.8%
☆REMX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 61 +0 3 -9.4%
☆LQD funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 45 -11 5 —
☆SPSB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 147 +0 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.0 129 +1 3 -0.1%
☆STIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 40 +0 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 1,919 516 0.06 35% 0.018 0.628 — in
2026Q1 1,605 508 0.05 34% 0.017 0.616 — in
2025Q4 1,547 510 0.04 35% 0.018 0.599 — in
2025Q3 1,476 460 0.03 36% 0.019 0.619 — in
2025Q2 1,351 452 0.06 36% 0.019 0.594 — entered
2025Q1 1,226 429 0.00 37% 0.020 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