Fund Universe

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☆Dynamic Advisor Solutions LLC

CIK 0001599747 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.500
AUM ($M)
3,513
Positions
1030
Turnover
0.08
Top-10 wt
16%
Herfindahl
0.006
History (qtrs)
6
Excess Return
—

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Holdings · 500 of 1082 positions (showing top 500 by weight) · portfolio value $3,513M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC ADD — 3.2% +0.1% 112.9 390,317 +526 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 2.1% +0.1% 75.1 854,513 +2,041 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.7% -0.0% 61.4 306,725 -11,959 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR ADD — 1.5% +0.2% 51.1 359,896 +35,110 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.4% +0.0% 49.8 1,095,153 +126,484 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.3% -0.2% 46.4 124,487 -6,871 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 1.3% +0.0% 46.4 566,467 -8,736 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 1.3% +0.1% 44.2 1,198,872 +59,632 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.2% +0.1% 43.8 59,533 -2,173 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.2% -0.0% 40.4 169,533 -8,510 5 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 1.1% +0.0% 40.1 759,479 +34,356 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 1.1% +0.1% 39.9 1,354,713 +72,934 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.1% +0.1% 39.5 57,555 +5,429 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.1% +0.0% 39.3 110,095 -9,246 5 —
☆IEFA funds › ISHARES TR ADD — 1.1% +0.0% 37.4 386,991 +31,291 5 —
☆AVGO funds › BROADCOM INC TRIM — 1.0% +0.1% 34.1 90,164 -3,739 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.9% -0.0% 33.1 654,851 +51,708 5 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.9% +0.0% 32.8 700,663 +84,148 5 —
☆TSLA funds › TESLA INC TRIM — 0.9% -0.1% 32.8 77,875 -7,602 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.9% +0.1% 32.5 899,273 +21,722 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.9% +0.0% 32.3 728,217 -20,957 5 —
☆SPIB funds › SPDR SERIES TRUST ADD — 0.9% -0.0% 31.4 937,504 +73,506 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST TRIM — 0.9% -0.1% 31.1 735,680 -3,274 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.9% -0.1% 30.8 419,060 +1,635 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.8% +0.0% 26.7 81,651 +620 5 —
☆FVAL funds › FIDELITY COVINGTON TRUST ADD — 0.7% +0.1% 25.9 331,727 +36,428 5 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED ADD — 0.7% +0.1% 25.8 344,277 +25,288 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.7% +0.2% 25.6 24,049 +440 5 —
☆EMGF funds › ISHARES INC ADD — 0.7% +0.1% 25.2 344,188 +22,004 5 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.7% +0.1% 25.2 348,347 +24,381 5 —
☆GOOG funds › ALPHABET INC ADD — 0.7% +0.1% 23.8 67,475 +4,466 5 —
☆META funds › META PLATFORMS INC ADD — 0.7% -0.1% 23.1 41,064 +235 5 —
☆SHY funds › ISHARES TR ADD — 0.6% -0.0% 21.4 261,185 +17,032 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.6% -0.0% 21.2 513,424 +169 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.6% +0.2% 20.7 128,073 +13,908 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.6% -0.0% 20.3 816,396 +45,984 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.6% -0.0% 19.6 248,420 +21,976 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.6% -0.2% 19.4 52,636 +218 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.5% +0.0% 19.1 25,530 -662 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.5% +0.0% 18.9 264,808 -688 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.5% -0.1% 18.8 20,108 +385 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.5% -0.1% 17.6 35,077 -1,913 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.5% -0.2% 17.1 102,887 -400 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 0.5% +0.0% 16.9 419,441 -13,549 5 —
☆DGRO funds › ISHARES TR ADD — 0.5% +0.0% 16.7 220,075 +6,831 5 —
☆FLHY funds › FRANKLIN TEMPLETON ETF TR ADD — 0.5% -0.0% 16.5 681,278 +53,557 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.5% +0.0% 16.5 200,647 -5,052 5 —
☆HD funds › HOME DEPOT INC ADD — 0.5% -0.0% 16.5 46,678 +1,119 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.4% +0.0% 15.8 286,985 -5,676 5 —
☆WMT funds › WALMART INC TRIM — 0.4% -0.1% 15.8 139,195 -344 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% +0.0% 15.6 261,973 +8,434 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.1% 15.2 12,708 +165 5 —
☆ASTS funds › AST SPACEMOBILE INC ADD — 0.4% +0.0% 15.2 170,975 +19,138 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.4% +0.0% 14.8 58,816 -1,390 5 —
☆VNLA funds › JANUS DETROIT STR TR ADD — 0.4% -0.0% 14.4 295,642 +16,041 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.4% +0.0% 14.4 168,907 +10,682 5 —
☆IJH funds › ISHARES TR TRIM — 0.4% +0.0% 14.4 187,027 -643 5 —
☆IWM funds › ISHARES TR TRIM — 0.4% +0.0% 14.0 46,539 -1,558 5 —
☆SOXX funds › ISHARES TR TRIM — 0.4% +0.2% 13.8 21,586 -381 5 —
☆QEFA funds › SPDR INDEX SHS FDS ADD — 0.4% +0.0% 13.7 143,056 +14,601 5 —
☆CUSIP:97717X594 funds › WISDOMTREE TR ADD — 0.4% +0.0% 13.6 259,307 +19,339 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.4% -0.0% 12.8 37,316 -42 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.4% -0.2% 12.6 33,970 -23,973 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.4% -0.2% 12.5 91,158 -3,484 5 —
☆V funds › VISA INC ADD — 0.3% +0.0% 11.8 34,476 +920 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.1% 11.8 208,492 -25,469 5 —
☆IVV funds › ISHARES TR TRIM — 0.3% -0.7% 11.7 15,560 -34,010 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 11.6 417,415 +8,130 5 —
☆IUSV funds › ISHARES TR ADD — 0.3% +0.0% 11.1 101,192 +3,491 5 —
☆GQRE funds › FLEXSHARES TR ADD — 0.3% +0.0% 10.9 169,600 +12,383 5 —
☆DFGP funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 10.7 197,120 -2,429 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.3% +0.1% 10.4 54,649 +4,733 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.3% -0.1% 10.3 72,039 -14,604 5 —
☆IYW funds › ISHARES TR TRIM — 0.3% +0.0% 10.1 39,953 -3,515 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.3% -0.0% 10.0 39,490 +43 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.3% +0.1% 9.9 17,114 -5,500 5 —
☆ACWV funds › ISHARES INC ADD — 0.3% -0.0% 9.9 82,172 +1,236 5 —
☆MINT funds › PIMCO ETF TR ADD — 0.3% -0.0% 9.9 97,890 +7,591 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 9.8 235,557 -6,248 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.3% +0.0% 9.8 8,366 -117 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.3% +0.0% 9.5 31,446 -357 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.3% +0.0% 9.4 80,402 -17,561 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.3% +0.1% 9.4 19,672 -416 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.0% 9.2 111,112 +4,888 5 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.1% 9.1 436,038 -77,694 3 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.0% 9.0 161,405 +13,861 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 9.0 283,307 +12,311 5 —
☆SO funds › SOUTHERN CO TRIM — 0.2% -0.0% 8.5 89,321 -6,567 5 —
☆DON funds › WISDOMTREE TR TRIM — 0.2% -0.0% 8.5 150,378 -10,635 5 —
☆MMIT funds › NEW YORK LIFE INVTS ACTIVE E TRIM — 0.2% -0.0% 8.4 345,958 -7,417 5 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 8.4 22,520 +572 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.2% -0.0% 8.4 16,441 +4,913 5 —
☆MS funds › MORGAN STANLEY ADD — 0.2% +0.0% 8.3 39,848 +3,416 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 8.3 174,168 +726 5 —
☆MRK funds › MERCK & CO INC ADD — 0.2% +0.1% 8.3 64,313 +23,285 5 —
☆PEP funds › PEPSICO INC ADD — 0.2% -0.1% 8.2 60,561 +877 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.2% -0.2% 8.2 69,935 -18,708 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 8.1 308,340 -6,250 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 8.0 28,457 +1,209 5 —
☆IGSB funds › ISHARES TR TRIM — 0.2% -0.0% 8.0 152,140 -933 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 7.9 37,322 -3,612 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 7.9 231,917 -5,142 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% +0.0% 7.9 110,338 +40,506 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.2% -0.0% 7.8 61,991 +6,569 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.1% 7.8 230,937 +56,904 5 —
☆KLAC funds › KLA CORP ADD — 0.2% +0.1% 7.7 25,682 +22,573 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 7.6 94,865 +71,700 5 —
☆PWB funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% +0.0% 7.6 45,194 -1,491 5 —
☆LAMR funds › LAMAR ADVERTISING CO TRIM — 0.2% +0.0% 7.5 48,348 -140 5 —
☆DGCB funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 7.5 137,493 -309 3 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.1% 7.5 7,428 +2,444 5 —
☆BKGI funds › BNY MELLON ETF TRUST NEW — 0.2% +0.2% 7.5 166,581 +166,581 1 —
☆LDUR funds › PIMCO ETF TR ADD — 0.2% -0.0% 7.4 77,855 +7,694 5 —
☆SPSB funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 7.4 247,349 +2,039 5 —
☆ICSH funds › ISHARES TR ADD — 0.2% +0.0% 7.4 146,625 +33,037 5 —
☆INTC funds › INTEL CORP ADD — 0.2% +0.1% 7.4 52,738 +1,025 5 —
☆AMGN funds › AMGEN INC ADD — 0.2% -0.0% 7.3 20,237 +500 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.2% -0.0% 7.2 56,612 +2,166 5 —
☆IQLT funds › ISHARES TR ADD — 0.2% +0.0% 7.0 141,796 +4,970 5 —
☆DE funds › DEERE & CO TRIM — 0.2% -0.0% 7.0 11,025 -467 5 —
☆VPLS funds › VANGUARD MALVERN FDS ADD — 0.2% -0.0% 6.9 88,830 +2,694 5 —
☆ING funds › ING GROEP N.V. ADD — 0.2% +0.0% 6.6 210,374 +1,711 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 6.5 106,236 -2,055 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.2% +0.0% 6.5 18,998 -12,725 5 —
☆DLR funds › DIGITAL RLTY TR INC TRIM — 0.2% -0.0% 6.5 36,022 -188 5 —
☆NETL funds › ETF SER SOLUTIONS ADD — 0.2% +0.0% 6.4 239,778 +11,227 5 —
☆FREL funds › FIDELITY COVINGTON TRUST ADD — 0.2% +0.0% 6.4 218,481 +9,659 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.2% -0.0% 6.3 40,041 -341 5 —
☆WCMI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.0% 6.3 322,882 +3,915 5 —
☆KO funds › COCA COLA CO ADD — 0.2% +0.0% 6.3 77,661 +2,798 5 —
☆TAXF funds › AMERICAN CENTY ETF TR TRIM — 0.2% -0.0% 6.3 123,317 -1,346 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.2% -0.0% 6.2 6,498 -6 5 —
☆IWF funds › ISHARES TR ADD — 0.2% +0.0% 6.2 50,246 +38,042 5 —
☆ONEV funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 6.2 43,231 -434 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.2% +0.0% 6.2 18,210 +1,146 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.1% 6.1 5,304 -1,199 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.2% -0.1% 6.0 77,370 -13,122 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 6.0 132,712 -3,937 5 —
☆ARES funds › ARES MANAGEMENT CORPORATION ADD — 0.2% +0.0% 6.0 53,717 +5,853 5 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 6.0 31,443 +2,062 5 —
☆FNDC funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 5.9 122,489 +8,682 5 —
☆DGRW funds › WISDOMTREE TR ADD — 0.2% +0.0% 5.8 61,114 +4,902 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.2% -0.0% 5.8 24,681 -2,078 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.2% +0.0% 5.8 34,126 +206 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.2% +0.0% 5.8 101,158 -580 5 —
☆XTRE funds › BONDBLOXX ETF TRUST ADD — 0.2% +0.0% 5.7 116,969 +23,708 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.2% +0.0% 5.7 132,336 +13,980 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.0% 5.7 235,386 +14,842 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 5.7 18,693 +427 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.2% +0.1% 5.6 7,787 -529 5 —
☆HYLB funds › DBX ETF TR ADD — 0.2% -0.0% 5.5 151,528 +1,866 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.2% +0.1% 5.5 12,670 -868 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.2% -0.0% 5.5 10,713 +1,593 5 —
☆EFA funds › ISHARES TR ADD — 0.2% +0.0% 5.4 51,634 +14,118 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.2% +0.0% 5.3 78,369 +3,908 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.1% 5.2 10,207 -6,995 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% +0.0% 5.2 45,120 -402 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 5.2 89,502 +1,433 5 —
☆IEI funds › ISHARES TR TRIM — 0.1% -0.0% 5.2 44,300 -139 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 5.1 139,831 -4,237 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 5.1 144,823 -3,046 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% +0.0% 5.1 47,005 +4,539 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 5.0 57,996 +46,763 5 —
☆SDOG funds › ALPS ETF TR ADD ETP 0.1% -0.0% 5.0 72,999 +52 5 —
☆XSVN funds › BONDBLOXX ETF TRUST ADD — 0.1% +0.0% 4.9 103,982 +28,475 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% +0.0% 4.9 11,769 -1,788 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 4.9 50,648 +2,981 5 —
☆GOVT funds › ISHARES TR TRIM — 0.1% -0.0% 4.9 214,097 -1,314 5 —
☆DHI funds › D R HORTON INC ADD — 0.1% +0.0% 4.9 29,817 +947 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.1% -0.0% 4.8 52,335 +1,353 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.1% +0.0% 4.8 108,262 -3,005 5 —
☆DBEF funds › DBX ETF TR TRIM — 0.1% -0.0% 4.8 87,178 -506 5 —
☆PTY funds › PIMCO CORPORATE & INCOME OPP ADD — 0.1% -0.0% 4.6 382,350 +32,564 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 4.6 90,194 -1,073 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 4.6 50,643 +9,441 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 4.5 62,892 -140 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.1% -0.0% 4.5 55,268 +1,014 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 4.4 16,355 +198 5 —
☆XME funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 4.4 41,480 +899 5 —
☆BHK funds › BLACKROCK CORE BD TR ADD — 0.1% -0.0% 4.4 479,508 +45,941 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% -0.0% 4.3 10,138 -796 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 4.3 17,460 +422 5 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.1% -0.0% 4.3 5,931 -1,810 5 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.1% +0.0% 4.2 29,035 -2,259 5 —
☆AHR funds › AMERICAN HEALTHCARE REIT INC TRIM — 0.1% -0.0% 4.2 80,337 -943 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 4.2 25,482 +5,831 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM — 0.1% +0.0% 4.1 84,126 -2,608 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.0% 4.1 10,376 -223 5 —
☆CFG funds › CITIZENS FINL GROUP INC ADD — 0.1% +0.0% 4.1 58,619 +4,519 3 —
☆DRI funds › DARDEN RESTAURANTS INC ADD — 0.1% +0.0% 4.0 19,630 +1,064 5 —
☆AGG funds › ISHARES TR TRIM — 0.1% -0.0% 4.0 40,373 -1,894 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.1% +0.0% 4.0 2,008 -265 5 —
☆FLSP funds › FRANKLIN TEMPLETON ETF TR ADD — 0.1% +0.0% 4.0 143,526 +27,958 5 —
☆SUB funds › ISHARES TR ADD — 0.1% -0.0% 3.9 37,064 +2,948 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 3.9 73,811 -8,372 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% +0.0% 3.9 44,463 +9,322 5 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 3.9 56,860 -5,667 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 3.9 42,452 +1,094 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 3.9 30,908 +1,999 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 3.8 17,157 -1,231 5 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 3.8 32,297 -11,529 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.1% 3.8 113,748 -18,249 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.1% +0.0% 3.8 36,441 +437 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 3.8 88,765 +3,026 5 —
☆HYDB funds › ISHARES TR ADD — 0.1% +0.0% 3.7 79,930 +10,724 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 3.7 25,299 +678 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 3.7 23,302 -3,064 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 3.7 13,672 -1,917 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.1% -0.1% 3.7 16,837 -18,516 5 —
☆UL funds › UNILEVER PLC ADD — 0.1% +0.0% 3.7 60,884 +3,402 3 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 3.6 138,294 +416 5 —
☆CSB funds › VICTORY PORTFOLIOS II TRIM — 0.1% -0.0% 3.6 54,918 -103 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.1% -0.0% 3.6 71,528 +3,978 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 3.5 129,636 +21,091 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.1% +0.1% 3.5 51,485 +48,171 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 3.5 19,390 -1,873 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 3.5 18,895 -8,827 5 —
☆VST funds › VISTRA CORP ADD — 0.1% +0.0% 3.5 22,047 +1,307 5 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.1% +0.0% 3.5 11,710 -599 5 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.1% -0.1% 3.5 65,211 -5,097 5 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.1% -0.0% 3.4 130,771 +12,809 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 3.4 19,802 +19,802 1 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 3.4 21,591 +2,197 5 —
☆FTLS funds › FIRST TR EXCH TRADED FD III ADD — 0.1% +0.0% 3.4 45,758 +6,720 5 —
☆RIO funds › RIO TINTO PLC NEW — 0.1% +0.1% 3.4 35,432 +35,432 1 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 3.4 34,870 +202 5 —
☆IAGG funds › ISHARES TR ADD — 0.1% -0.0% 3.3 65,532 +1,081 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 3.3 49,183 +1,254 5 —
☆INTU funds › INTUIT TRIM — 0.1% -0.1% 3.3 12,571 -24 5 —
☆IEMG funds › ISHARES INC TRIM — 0.1% +0.0% 3.2 38,998 -797 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.0% 3.2 21,170 -468 5 —
☆IJR funds › ISHARES TR TRIM — 0.1% +0.0% 3.2 21,491 -198 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 3.2 128,838 +7,695 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 3.2 26,507 +24,088 5 —
☆HEQT funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.1% -0.0% 3.1 93,605 +1,070 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 3.1 4,072 -596 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 3.1 89,148 +8,857 5 —
☆DIVO funds › AMPLIFY ETF TR ADD — 0.1% -0.0% 3.1 67,536 +3,379 5 —
☆PSA funds › PUBLIC STORAGE ADD — 0.1% +0.0% 3.0 9,477 +942 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 3.0 27,976 +926 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 3.0 31,087 -1,171 5 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 3.0 46,319 +5,401 5 —
☆EAGG funds › ISHARES TR ADD — 0.1% -0.0% 3.0 62,734 +133 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 3.0 13,276 +13,276 1 —
☆SPTS funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 2.9 101,681 +6,301 5 —
☆AIQ funds › GLOBAL X FDS ADD — 0.1% +0.0% 2.9 44,694 +2,895 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% +0.0% 2.9 9,283 +1,678 5 —
☆XT funds › ISHARES TR TRIM — 0.1% -0.0% 2.9 35,099 -4,338 5 —
☆PFF funds › ISHARES TR ADD — 0.1% -0.0% 2.8 93,368 +7,001 5 —
☆BSCW funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 2.8 138,408 +29,349 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.1% -0.0% 2.8 17,307 -154 5 —
☆SNPE funds › DBX ETF TR ADD — 0.1% +0.0% 2.8 40,973 +2,667 3 —
☆NVS funds › NOVARTIS AG ADD — 0.1% -0.0% 2.8 17,912 +1,298 5 —
☆IWD funds › ISHARES TR TRIM — 0.1% +0.0% 2.8 11,392 -77 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.1% 2.7 6,741 -4,569 5 —
☆BOXX funds › EA SERIES TRUST ADD — 0.1% -0.0% 2.7 23,087 +1,380 5 —
☆SPMB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 2.7 120,865 -1,590 5 —
☆EVSD funds › MORGAN STANLEY ETF TRUST ADD — 0.1% +0.0% 2.7 53,018 +16,179 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.1% +0.0% 2.7 4,060 +79 5 —
☆SHYD funds › VANECK ETF TRUST TRIM — 0.1% -0.0% 2.7 116,190 -1,462 5 —
☆REGL funds › PROSHARES TR ADD — 0.1% +0.0% 2.7 28,983 +2,364 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% -0.0% 2.6 52,025 +2,424 5 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 2.6 157,777 +33,179 5 —
☆ARB funds › ALTSHARES TRUST ADD — 0.1% +0.0% 2.6 88,589 +16,904 5 —
☆IMCV funds › ISHARES TR ADD — 0.1% +0.0% 2.6 28,581 +981 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 2.6 51,056 -2,641 5 —
☆BUYW funds › NORTHERN LTS FD TR IV ADD — 0.1% +0.0% 2.6 179,870 +35,514 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.1% +0.0% 2.6 14,713 -2,595 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 2.6 17,689 +64 5 —
☆DIVI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.1% +0.0% 2.6 60,601 +4,964 4 —
☆SCIO funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 2.6 124,433 +44,965 3 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.1% +0.0% 2.5 49,994 +3,507 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 2.5 11,469 +11,469 1 —
☆SUSB funds › ISHARES TR ADD — 0.1% -0.0% 2.5 101,024 +445 5 —
☆CNQ funds › CANADIAN NAT RES LTD MED TER ADD — 0.1% -0.0% 2.5 63,168 +1,778 2 —
☆T funds › AT&T INC TRIM — 0.1% -0.0% 2.5 119,792 -4,945 5 —
☆TEQI funds › T ROWE PRICE EXCHANGE-TRADED TRIM — 0.1% -0.0% 2.5 48,943 -4,370 5 —
☆DEM funds › WISDOMTREE TR ADD — 0.1% +0.0% 2.4 45,416 +1,248 5 —
☆IGIB funds › ISHARES TR ADD — 0.1% -0.0% 2.4 45,848 +1,437 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 2.4 26,985 +5,688 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% -0.0% 2.4 29,305 +73 5 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.1% -0.0% 2.4 19,455 +8,169 5 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 2.4 46,746 -426 5 —
☆OEF funds › ISHARES TR ADD — 0.1% +0.0% 2.4 6,612 +143 5 —
☆NTRS funds › NORTHERN TR CORP TRIM — 0.1% +0.0% 2.4 13,867 -25 5 —
☆HDEF funds › DBX ETF TR ADD — 0.1% -0.0% 2.4 74,970 +5,175 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM — 0.1% -0.0% 2.4 6,157 -1,295 5 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.1% -0.0% 2.4 9,308 -731 5 —
☆ENB funds › ENBRIDGE INC TRIM — 0.1% -0.0% 2.4 43,494 -1,440 5 —
☆TER funds › TERADYNE INC ADD — 0.1% +0.0% 2.3 4,851 +1,693 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 2.3 115,075 +33,221 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.1% +0.0% 2.3 25,348 +2,982 5 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.1% +0.1% 2.3 56,471 +48,588 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 2.3 24,796 +114 5 —
☆ECHO funds › ECHOSTAR CORP ADD — 0.1% -0.0% 2.3 22,854 +1,760 2 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.1% -0.0% 2.3 57,101 +425 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.1% +0.0% 2.3 7,871 +1,047 5 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.1% +0.0% 2.3 93,976 +29,536 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.1% +0.0% 2.3 6,886 -995 5 —
☆SHM funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 2.3 48,056 +850 5 —
☆JPME funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 2.3 18,507 -1,464 5 —
☆ES funds › EVERSOURCE ENERGY ADD — 0.1% +0.0% 2.3 31,396 +4,643 5 —
☆WMS funds › ADVANCED DRAIN SYS INC DEL ADD — 0.1% +0.0% 2.2 14,329 +1,017 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 2.2 3 +0 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.1% +0.0% 2.2 44,448 +9,223 5 —
☆FSMB funds › FIRST TR EXCH TRADED FD III ADD — 0.1% -0.0% 2.2 112,127 +8,356 5 —
☆QUAL funds › ISHARES TR ADD — 0.1% +0.0% 2.2 10,201 +3,086 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 2.2 23,952 +1,516 5 —
☆FLOT funds › ISHARES TR ADD — 0.1% +0.0% 2.2 43,760 +4,569 5 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.1% +0.0% 2.2 42,666 +6,790 5 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 2.2 26,602 -262 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW TRIM — 0.1% +0.0% 2.2 22,930 -1,426 5 —
☆AVIG funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 2.2 53,055 +288 5 —
☆ESGE funds › ISHARES INC TRIM — 0.1% +0.0% 2.2 39,969 -2,376 5 —
☆IGPT funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 2.2 20,922 -1,932 5 —
☆MRSK funds › NORTHERN LIGHTS FD TR ADD — 0.1% -0.0% 2.2 56,344 +662 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 2.2 47,177 +3,755 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.1% -0.0% 2.2 58,898 -5,816 5 —
☆MDT funds › MEDTRONIC PLC ADD — 0.1% +0.0% 2.2 27,591 +9,681 5 —
☆MTB funds › M & T BK CORP TRIM — 0.1% +0.0% 2.2 9,063 -99 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 2.2 96,566 +8,712 5 —
☆AOA funds › ISHARES TR TRIM — 0.1% -0.0% 2.1 21,986 -14,284 5 —
☆IDEQ funds › LAZARD ACTIVE ETF TR ADD — 0.1% +0.0% 2.1 61,115 +10,125 2 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.1% -0.0% 2.1 1,227 +6 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 2.1 11,223 +90 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.1% -0.0% 2.1 10,234 -255 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.1% -0.0% 2.1 27,189 -204 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.1% -0.0% 2.0 5,129 -713 5 —
☆FYLD funds › CAMBRIA ETF TR ADD — 0.1% -0.0% 2.0 55,800 +1,318 5 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. TRIM — 0.1% +0.0% 2.0 22,283 -396 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 2.0 22,378 -1,061 5 —
☆AOR funds › ISHARES TR TRIM — 0.1% -0.0% 2.0 29,178 -17,426 5 —
☆XSMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 2.0 21,559 +363 5 —
☆BA funds › BOEING CO ADD — 0.1% +0.0% 2.0 9,201 +1,497 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 2.0 37,049 -20,568 5 —
☆SGOV funds › ISHARES TR ADD — 0.1% +0.0% 2.0 19,675 +15,471 5 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 2.0 74,508 -3,070 5 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 2.0 43,637 +11,427 5 —
☆DHS funds › WISDOMTREE TR ADD — 0.1% +0.0% 2.0 17,175 +2,504 5 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% -0.0% 2.0 5,729 -1,217 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% -0.0% 1.9 38,793 +2,148 5 —
☆XBI funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 1.9 12,243 +489 5 —
☆DBAW funds › DBX ETF TR TRIM — 0.1% -0.0% 1.9 39,914 -10,238 5 —
☆HYG funds › ISHARES TR TRIM — 0.1% -0.0% 1.9 24,130 -971 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.1% +0.0% 1.9 98,868 +25,420 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.1% -0.0% 1.9 1,932 -261 5 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 1.9 50,934 -4,153 3 —
☆XAGG funds › MORGAN STANLEY ETF TRUST ADD — 0.1% -0.0% 1.9 37,426 +1,926 3 —
☆GARP funds › ISHARES TR ADD — 0.1% +0.0% 1.9 22,622 +339 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.1% -0.0% 1.9 11,026 -185 5 —
☆EVSM funds › MORGAN STANLEY ETF TRUST ADD — 0.1% -0.0% 1.8 36,678 +2,905 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.1% +0.0% 1.8 1,898 +465 5 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 1.8 36,221 +1,187 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 1.8 10,199 +34 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.1% -0.0% 1.8 37,040 +2,423 5 —
☆FLTR funds › VANECK ETF TRUST ADD — 0.1% -0.0% 1.8 69,659 +3,709 5 —
☆EYLD funds › CAMBRIA ETF TR ADD — 0.1% +0.0% 1.8 39,122 +405 5 —
☆HEFA funds › ISHARES TR HOLD — 0.0% -0.0% 1.7 37,172 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.0% +0.0% 1.7 4,645 -80 5 —
☆SHOC funds › EA SERIES TRUST TRIM — 0.0% +0.0% 1.7 14,256 -33 2 —
☆PAUG funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 1.7 37,978 -2,366 5 —
☆SMMU funds › PIMCO ETF TR TRIM — 0.0% -0.0% 1.7 34,165 -1,463 5 —
☆EMXC funds › ISHARES INC ADD — 0.0% +0.0% 1.7 16,816 +2,094 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 1.7 7,797 -800 5 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.0% -0.0% 1.7 9,057 -116 2 —
☆IVW funds › ISHARES TR TRIM — 0.0% +0.0% 1.7 12,457 -1,037 5 —
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 1.7 24,776 +1,825 5 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.1% 1.7 22,084 -18,585 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III ADD — 0.0% +0.0% 1.7 94,512 +9,085 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.0% -0.0% 1.7 4,067 +69 5 —
☆CSX funds › CSX CORP TRIM — 0.0% +0.0% 1.7 35,302 -720 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF TRIM — 0.0% +0.0% 1.7 35,489 -808 5 —
☆GBCI funds › GLACIER BANCORP INC NEW TRIM — 0.0% -0.0% 1.7 32,469 -19,611 5 —
☆EVRG funds › EVERGY INC TRIM — 0.0% -0.0% 1.7 19,146 -1,586 5 —
☆CCJ funds › CAMECO CORP ADD — 0.0% -0.0% 1.7 16,214 +331 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 1.6 5,517 +1,742 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 1.6 9,681 -866 5 —
☆FMB funds › FIRST TR EXCH TRADED FD III TRIM — 0.0% -0.0% 1.6 32,021 -248 5 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.0% +0.0% 1.6 4,902 -97 5 —
☆SRE funds › SEMPRA TRIM — 0.0% -0.0% 1.6 17,177 -655 5 —
☆CGMM funds › CAPITAL GROUP EQUITY ETF TR ADD — 0.0% +0.0% 1.6 48,005 +714 3 —
☆INMU funds › BLACKROCK ETF TRUST II ADD — 0.0% +0.0% 1.5 62,960 +5,630 4 —
☆ESGU funds › ISHARES TR TRIM — 0.0% +0.0% 1.5 9,322 -30 5 —
☆USAR funds › USA RARE EARTH INC TRIM — 0.0% -0.0% 1.5 70,639 -27,945 2 —
☆APP funds › APPLOVIN CORP TRIM — 0.0% +0.0% 1.5 2,942 -330 5 —
☆OKE funds › ONEOK INC NEW TRIM — 0.0% -0.0% 1.5 17,363 -1,005 5 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.0% -0.0% 1.5 14,508 -1,081 5 —
☆AXON funds › AXON ENTERPRISE INC ADD — 0.0% +0.0% 1.5 2,677 +47 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 1.5 5,032 +1,107 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 1.5 9,833 -4,165 5 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 1.5 11,619 +798 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC TRIM — 0.0% -0.0% 1.5 2,984 -565 5 —
☆FCX funds › FREEPORT MCMORAN INC TRIM — 0.0% -0.0% 1.5 23,477 -1,512 5 —
☆CGIE funds › CAPITAL GROUP INTERNATIONAL TRIM — 0.0% -0.0% 1.5 39,794 -42 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 1.5 6,022 -518 5 —
☆CSHI funds › NEOS ETF TRUST ADD — 0.0% -0.0% 1.5 29,345 +805 5 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 1.5 60,225 -6,286 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.0% -0.0% 1.4 25,162 -456 5 —
☆DG funds › DOLLAR GEN CORP ADD — 0.0% -0.0% 1.4 12,592 +944 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 1.4 8,081 +7,767 5 —
☆GSSC funds › GOLDMAN SACHS ETF TR TRIM — 0.0% +0.0% 1.4 15,778 -145 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% +0.0% 1.4 15,662 -264 5 —
☆QQQI funds › NEOS ETF TRUST ADD — 0.0% +0.0% 1.4 24,528 +4,243 4 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 1.4 25,175 -36 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 1.4 2,748 -2,522 5 —
☆LIN funds › LINDE PLC TRIM — 0.0% -0.0% 1.4 2,653 -331 5 —
☆BNS funds › BANK NOVA SCOTIA B C ADD — 0.0% +0.0% 1.4 15,784 +466 5 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 1.4 9,786 +34 5 —
☆IXN funds › ISHARES TR ADD — 0.0% +0.0% 1.4 9,440 +1,618 5 —
☆ECL funds › ECOLAB INC ADD — 0.0% -0.0% 1.4 4,868 +73 5 —
☆BALT funds › INNOVATOR ETFS TRUST ADD — 0.0% +0.0% 1.4 39,541 +9,308 3 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.0% 1.3 15,621 -3,525 5 —
☆TLTW funds › ISHARES TR ADD — 0.0% +0.0% 1.3 60,279 +8,735 5 —
☆NBIS funds › NEBIUS GROUP N.V. TRIM — 0.0% +0.0% 1.3 4,876 -2,078 4 —
☆DDTS funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 1.3 59,439 -760 4 —
☆GSIE funds › GOLDMAN SACHS ETF TR HOLD — 0.0% -0.0% 1.3 29,274 +0 5 —
☆GRNY funds › TIDAL TRUST I ADD — 0.0% +0.0% 1.3 48,326 +5,145 4 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 1.3 27,561 +3,417 5 —
☆PRMB funds › PRIMO BRANDS CORPORATION ADD — 0.0% +0.0% 1.3 54,329 +17 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 1.3 10,391 -240 5 —
☆O funds › REALTY INCOME CORP ADD — 0.0% -0.0% 1.3 21,399 +421 5 —
☆GL funds › GLOBE LIFE INC ADD — 0.0% +0.0% 1.3 7,385 +269 3 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 1.3 15,748 +265 5 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY ADD — 0.0% +0.0% 1.3 34,350 +142 3 —
☆CVSB funds › MORGAN STANLEY ETF TRUST ADD — 0.0% -0.0% 1.3 25,370 +1,397 5 —
☆TFLO funds › ISHARES TR TRIM — 0.0% -0.0% 1.3 25,326 -5,478 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.0% +0.0% 1.3 2,939 -536 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 1.3 22,422 +6,340 5 —
☆XONE funds › BONDBLOXX ETF TRUST ADD — 0.0% -0.0% 1.3 25,496 +498 5 —
☆CVMC funds › MORGAN STANLEY ETF TRUST ADD — 0.0% +0.0% 1.3 16,471 +878 3 —
☆FUTY funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 1.2 21,247 +1,620 5 —
☆SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW ADD — 0.0% +0.0% 1.2 66,356 +16,705 2 —
☆DSI funds › ISHARES TR TRIM — 0.0% +0.0% 1.2 8,668 -70 5 —
☆EME funds › EMCOR GROUP INC TRIM — 0.0% +0.0% 1.2 1,480 -4 2 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.0% -0.0% 1.2 1,727 -107 5 —
☆GOVI funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 1.2 44,713 -11,416 5 —
☆QQA funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.0% +0.0% 1.2 20,979 +103 5 —
☆IHI funds › ISHARES TR TRIM — 0.0% -0.0% 1.2 24,326 -2,264 5 —
☆QQMG funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 1.2 23,429 +1,036 3 —
☆URI funds › UNITED RENTALS INC ADD — 0.0% +0.0% 1.2 1,053 +62 5 —
☆GOF funds › GUGGENHEIM STRATEGIC OPPORTU ADD — 0.0% -0.0% 1.2 108,583 +9,906 5 —
☆BPRE funds › BLUEROCK PVT REAL ESTATE FD ADD — 0.0% -0.0% 1.2 90,672 +1,390 3 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 1.2 4,930 +351 5 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.2 10,855 -8,380 5 —
☆VGSR funds › MANAGER DIRECTED PORTFOLIOS ADD — 0.0% +0.0% 1.2 101,998 +5,956 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.0% +0.0% 1.2 19,685 +754 5 —
☆VNT funds › VONTIER CORPORATION ADD — 0.0% -0.0% 1.2 39,848 +7,880 5 —
☆IWV funds › ISHARES TR TRIM — 0.0% +0.0% 1.2 2,709 -50 5 —
☆BBLU funds › EA SERIES TRUST TRIM — 0.0% +0.0% 1.2 70,005 -20 5 —
☆SYY funds › SYSCO CORP ADD — 0.0% +0.0% 1.2 13,783 +2,788 5 —
☆CBOE funds › CBOE GLOBAL MKTS INC ADD — 0.0% -0.0% 1.2 4,745 +294 5 —
☆ESGD funds › ISHARES TR TRIM — 0.0% -0.0% 1.2 11,191 -1,457 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC TRIM — 0.0% +0.0% 1.1 8,328 -416 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT TRIM — 0.0% +0.0% 1.1 26,824 -192 5 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% -0.0% 1.1 4,571 +128 5 —
☆TFLR funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.0% -0.0% 1.1 22,402 +1,297 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE TRIM — 0.0% -0.0% 1.1 29,761 -317 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 1.1 9,482 +2,382 5 —
☆HASI funds › HA SUSTAINABLE INFRA CAP INC ADD — 0.0% -0.0% 1.1 28,447 +586 5 —
☆NEM funds › NEWMONT CORP TRIM — 0.0% -0.0% 1.1 11,891 -400 5 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 1.1 6,826 -119 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.0% -0.0% 1.1 2,106 -727 5 —
☆ESAB funds › ESAB CORPORATION ADD — 0.0% -0.0% 1.1 11,137 +328 5 —
☆OACP funds › UNIFIED SER TR TRIM — 0.0% -0.0% 1.1 48,263 -14,176 5 —
☆DLN funds › WISDOMTREE TR ADD — 0.0% +0.0% 1.1 11,293 +764 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.0% -0.0% 1.1 14,489 -95 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A TRIM — 0.0% -0.0% 1.1 2,345 -158 5 —
☆ACWX funds › ISHARES TR ADD — 0.0% +0.0% 1.1 14,144 +1,794 5 —
☆CRH funds › CRH PLC ADD — 0.0% -0.0% 1.1 10,008 +18 5 —
☆IWP funds › ISHARES TR TRIM — 0.0% -0.0% 1.1 7,278 -2,639 5 —
☆RAFE funds › PIMCO EQUITY SER ADD — 0.0% +0.0% 1.1 22,259 +1,307 3 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 1.1 15,291 -811 5 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.1% 1.1 5,149 -8,956 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 1.1 4,247 +3,052 4 —
☆IFRA funds › ISHARES TR ADD — 0.0% +0.0% 1.1 16,699 +5,528 3 —
☆EWJ funds › ISHARES INC TRIM — 0.0% -0.0% 1.0 11,222 -1,677 5 —
☆QYLD funds › GLOBAL X FDS ADD — 0.0% -0.0% 1.0 56,782 +777 5 —
☆DDTL funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 1.0 47,298 +0 4 —
☆SPYI funds › NEOS ETF TRUST ADD — 0.0% +0.0% 1.0 19,433 +5,941 4 —
☆ENFR funds › ALPS ETF TR ADD ETP 0.0% +0.0% 1.0 26,992 +3,614 5 —
☆CMI funds › CUMMINS INC TRIM — 0.0% +0.0% 1.0 1,440 -246 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 1.0 2,895 -383 5 —
☆RY funds › ROYAL BK CDA TRIM — 0.0% +0.0% 1.0 4,953 -379 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.0% +0.0% 1.0 2,781 -193 5 —
☆EVR funds › EVERCORE INC TRIM — 0.0% -0.0% 1.0 2,915 -294 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 1.0 3,748 -2,891 5 —
☆GLW funds › CORNING INC TRIM — 0.0% -0.0% 1.0 3,876 -3,882 5 —
☆UMI funds › USCF ETF TR TRIM — 0.0% -0.0% 1.0 16,690 -317 5 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% -0.0% 1.0 3,626 +24 5 —
☆GPIX funds › GOLDMAN SACHS ETF TR ADD — 0.0% +0.0% 1.0 17,637 +947 5 —
☆LQD funds › ISHARES TR TRIM — 0.0% -0.0% 1.0 8,977 -1,067 5 —
☆SNDK funds › SANDISK CORP ADD — 0.0% +0.0% 1.0 428 +48 2 —
☆ICFI funds › ICF INTL INC ADD — 0.0% +0.0% 1.0 13,355 +3,043 5 —
☆MCK funds › MCKESSON CORP ADD — 0.0% -0.0% 1.0 1,286 +32 5 —
☆WIW funds › WESTERN AST INFL LKD OPP & I ADD — 0.0% -0.0% 1.0 115,200 +6,839 5 —
☆EOG funds › EOG RES INC TRIM — 0.0% -0.0% 1.0 7,440 -865 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 1.0 2,789 -646 5 —
☆ALC funds › ALCON AG ADD — 0.0% -0.0% 1.0 14,268 +2,227 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 1.0 7,214 +55 5 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.0% -0.0% 1.0 2,440 -120 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 3,513 1030 0.08 16% 0.006 0.495 — in
2026Q1 3,172 960 0.07 16% 0.006 0.516 — in
2025Q4 3,116 932 0.11 17% 0.007 0.385 — in
2025Q3 3,446 932 0.06 18% 0.007 0.517 — in
2025Q2 3,237 895 0.08 17% 0.006 0.514 — entered
2025Q1 3,034 843 0.00 18% 0.007 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