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☆CLEAR INVESTMENT RESEARCH, LLC

CIK 0001635523 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.180
AUM ($M)
64
Positions
57
Turnover
0.13
Top-10 wt
53%
Herfindahl
0.045
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 242 positions · portfolio value $64M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 13.3% +1.6% 8.6 11,445 -34 5 —
☆EDV funds › VANGUARD WORLD FD TRIM — 8.1% -0.1% 5.2 80,291 -317 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 7.0% -0.1% 4.5 98,897 -712 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 5.2% +0.6% 3.3 112,481 -181 5 —
☆LLY funds › ELI LILLY & CO TRIM — 5.1% +1.1% 3.3 2,718 -22 5 —
☆GPK funds › GRAPHIC PACKAGING HLDG CO ADD — 3.1% +0.2% 2.0 188,840 +150 5 —
☆AAPL funds › APPLE INC ADD — 3.0% +0.5% 1.9 6,702 +408 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 2.8% +0.3% 1.8 26,764 +147 5 —
☆ANGL funds › VANECK ETF TRUST ADD — 2.7% +0.2% 1.7 58,809 +3,938 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.6% +0.3% 1.7 23,671 +122 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST TRIM — 2.6% +0.4% 1.7 27,110 -721 5 —
☆IJH funds › ISHARES TR TRIM — 2.5% +0.2% 1.6 21,225 -523 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 2.3% +0.3% 1.5 39,745 -162 5 —
☆IJR funds › ISHARES TR TRIM — 2.2% +0.3% 1.4 9,414 -207 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.9% +0.0% 1.2 3,290 +44 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 1.9% -0.0% 1.2 49,543 +376 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.8% +0.3% 1.2 5,931 +86 5 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 1.5% -0.0% 1.0 36,667 -629 5 —
☆BAC funds › BANK OF AMER CORP ADD — 1.5% +0.2% 1.0 16,955 +1 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.5% +0.4% 0.9 3,977 +662 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 1.4% +0.2% 0.9 26,757 +43 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.4% +0.2% 0.9 2,468 -137 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 1.3% +0.2% 0.8 22,788 -5 5 —
☆TLT funds › ISHARES TR TRIM — 1.2% -0.3% 0.8 8,866 -2,151 5 —
☆MUNI funds › PIMCO ETF TR ADD — 1.1% +0.1% 0.7 13,981 +1,542 5 —
☆SCHV funds › SCHWAB STRATEGIC TR HOLD — 1.1% +0.1% 0.7 20,409 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 1.1% +0.1% 0.7 24,987 -139 5 —
☆IEFA funds › ISHARES TR ADD — 1.1% +0.1% 0.7 7,101 +98 5 —
☆MINO funds › PIMCO ETF TR NEW — 1.0% +1.0% 0.6 14,171 +14,171 1 —
☆DTCR funds › GLOBAL X FDS ADD — 1.0% +0.7% 0.6 21,011 +12,574 2 —
☆IEMG funds › ISHARES INC TRIM — 0.9% +0.1% 0.6 6,841 -181 5 —
☆R funds › RYDER SYS INC HOLD — 0.9% +0.2% 0.6 2,097 +0 5 —
☆TQQQ funds › PROSHARES TR ADD — 0.8% +0.4% 0.5 6,405 +141 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.8% +0.1% 0.5 5,364 -37 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.8% -0.0% 0.5 6,717 +916 5 —
☆STIP funds › ISHARES TR TRIM — 0.8% -0.0% 0.5 4,885 -131 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.8% +0.0% 0.5 977 +18 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.7% +0.1% 0.4 4,822 +2 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.7% +0.1% 0.4 569 -1 5 —
☆HYG funds › ISHARES TR ADD — 0.6% +0.1% 0.4 5,012 +689 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 0.6% +0.0% 0.4 9,326 -233 5 —
☆DGRO funds › ISHARES TR HOLD — 0.6% +0.0% 0.4 4,964 +0 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.5% -0.1% 0.4 6,584 +652 5 —
☆QUAL funds › ISHARES TR ADD — 0.5% +0.1% 0.3 1,595 +7 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.5% +0.1% 0.3 465 +0 5 —
☆KO funds › COCA COLA CO TRIM — 0.5% +0.0% 0.3 4,234 -1 5 —
☆FMDE funds › FIDELITY COVINGTON TRUST ADD — 0.5% +0.3% 0.3 8,478 +4,602 2 —
☆TIP funds › ISHARES TR ADD — 0.5% +0.0% 0.3 3,090 +110 5 —
☆SOXX funds › ISHARES TR TRIM — 0.5% +0.2% 0.3 496 -13 2 —
☆AVGO funds › BROADCOM INC ADD — 0.5% +0.1% 0.3 778 +1 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.4% +0.3% 0.3 495 -4 2 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.4% +0.3% 0.3 5,249 +4,008 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.4% -0.1% 0.3 2,190 -1 5 —
☆WMT funds › WALMART INC TRIM — 0.4% -0.1% 0.2 2,080 -262 5 —
☆CLOI funds › VANECK ETF TRUST ADD — 0.4% +0.0% 0.2 4,350 +79 2 —
☆IXUS funds › ISHARES TR TRIM — 0.3% +0.0% 0.2 2,322 -73 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.3% -0.1% 0.2 1,506 -127 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.0% 0.0 0 -59 0 —
☆SCHC funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.1% 0.0 0 -1,253 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆HD funds › HOME DEPOT INC EXIT — 0.0% -0.1% 0.0 0 -239 0 —
☆MU funds › MICRON TECHNOLOGY INC EXIT — 0.0% -0.1% 0.0 0 -95 0 —
☆O funds › REALTY INCOME CORP EXIT — 0.0% -0.0% 0.0 0 -316 0 —
☆CRWV funds › COREWEAVE INC EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆VBR funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED EXIT — 0.0% -0.2% 0.0 0 -1,582 0 —
☆IYW funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -106 0 —
☆CAG funds › CONAGRA BRANDS INC EXIT — 0.0% -0.0% 0.0 0 -129 0 —
☆RJDI funds › CARILLON SER TR EXIT — 0.0% -0.3% 0.0 0 -6,449 0 —
☆T funds › AT&T INC EXIT — 0.0% -0.1% 0.0 0 -1,648 0 —
☆TFLR funds › T ROWE PRICE ETF INC EXIT — 0.0% -0.2% 0.0 0 -2,591 0 —
☆HPQ funds › HP INC EXIT — 0.0% -0.0% 0.0 0 -246 0 —
☆SMOT funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -703 0 —
☆NLR funds › VANECK ETF TRUST EXIT — 0.0% -0.2% 0.0 0 -987 0 —
☆TRV funds › TRAVELERS COMPANIES INC EXIT — 0.0% -0.1% 0.0 0 -125 0 —
☆PG funds › PROCTER & GAMBLE CO EXIT — 0.0% -0.2% 0.0 0 -775 0 —
☆TSPA funds › T ROWE PRICE ETF INC EXIT — 0.0% -0.1% 0.0 0 -867 0 —
☆VSNT funds › VERSANT MEDIA GROUP INC EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆ALB funds › ALBEMARLE CORP EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆SERV funds › SERVE ROBOTICS INC EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆PNC funds › PNC FINL SVCS GROUP INC EXIT — 0.0% -0.0% 0.0 0 -118 0 —
☆EFA funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -52 0 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆AMT funds › AMERICAN TOWER CORP EXIT — 0.0% -0.0% 0.0 0 -37 0 —
☆TD funds › TORONTO DOMINION BK ONT EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆VTV funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -311 0 —
☆LRCX funds › LAM RESEARCH CORP EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆MPLX funds › MPLX LP EXIT — 0.0% -0.1% 0.0 0 -700 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.1% 0.0 0 -948 0 —
☆ISTB funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -1,585 0 —
☆DJP funds › BARCLAYS BANK PLC EXIT — 0.0% -0.1% 0.0 0 -686 0 —
☆SCHE funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.2% 0.0 0 -3,882 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆SMR funds › NUSCALE PWR CORP EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆CNH funds › CNH INDL N V EXIT — 0.0% -0.0% 0.0 0 -167 0 —
☆ALNY funds › ALNYLAM PHARMACEUTICALS INC EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆TDG funds › TRANSDIGM GROUP INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆ECL funds › ECOLAB INC EXIT — 0.0% -0.0% 0.0 0 -45 0 —
☆PLD funds › PROLOGIS INC. EXIT — 0.0% -0.1% 0.0 0 -351 0 —
☆HDV funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -359 0 —
☆FLBL funds › FRANKLIN TEMPLETON ETF TR EXIT — 0.0% -0.0% 0.0 0 -186 0 —
☆TMUS funds › T-MOBILE US INC EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆IWO funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆ET funds › ENERGY TRANSFER L P EXIT — 0.0% -0.0% 0.0 0 -776 0 —
☆VOE funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -54 0 —
☆CUSIP:67059N108 funds › NUTANIX INC EXIT — 0.0% -0.0% 0.0 0 -56 0 —
☆SO funds › SOUTHERN CO EXIT — 0.0% -0.3% 0.0 0 -1,867 0 —
☆BLK funds › BLACKROCK INC EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆ACWI funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆VTI funds › VANGUARD INDEX FDS EXIT — 0.0% -0.1% 0.0 0 -157 0 —
☆SCZ funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -2,010 0 —
☆HAL funds › HALLIBURTON CO EXIT — 0.0% -0.0% 0.0 0 -170 0 —
☆FPXI funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.1% 0.0 0 -1,186 0 —
☆IMTM funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -636 0 —
☆RY funds › ROYAL BK CDA EXIT — 0.0% -0.0% 0.0 0 -67 0 —
☆CVX funds › CHEVRON CORPORATION EXIT — 0.0% -0.1% 0.0 0 -385 0 —
☆SBUX funds › STARBUCKS CORP EXIT — 0.0% -0.1% 0.0 0 -413 0 —
☆RKT funds › ROCKET COS INC EXIT — 0.0% -0.0% 0.0 0 -446 0 —
☆CMCSA funds › COMCAST CORP NEW EXIT — 0.0% -0.0% 0.0 0 -25 0 —
☆MRNA funds › MODERNA INC EXIT — 0.0% -0.0% 0.0 0 -97 0 —
☆CUSIP:143658300 funds › CARNIVAL CORP EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆FIS funds › FIDELITY NATL INFORMATION SV EXIT — 0.0% -0.1% 0.0 0 -863 0 —
☆LULU funds › LULULEMON ATHLETICA INC EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆PRSU funds › PURSUIT ATTRACTIONS AND HOSP EXIT — 0.0% -0.0% 0.0 0 -43 0 —
☆EQIX funds › EQUINIX INC EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆NEE funds › NEXTERA ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -55 0 —
☆ABBV funds › ABBVIE INC EXIT — 0.0% -0.1% 0.0 0 -279 0 —
☆QCOM funds › QUALCOMM INC EXIT — 0.0% -0.0% 0.0 0 -136 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.1% 0.0 0 -140 0 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆FTGC funds › FIRST TR EXCHANGE TRAD FD VI EXIT — 0.0% -0.0% 0.0 0 -181 0 —
☆RTX funds › RTX CORPORATION EXIT — 0.0% -0.0% 0.0 0 -123 0 —
☆WBD funds › WARNER BROS DISCOVERY INC EXIT — 0.0% -0.0% 0.0 0 -398 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN EXIT — 0.0% -0.0% 0.0 0 -86 0 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD EXIT — 0.0% -0.0% 0.0 0 -46 0 —
☆MRK funds › MERCK & CO INC EXIT — 0.0% -0.1% 0.0 0 -676 0 —
☆USAR funds › USA RARE EARTH INC EXIT — 0.0% -0.0% 0.0 0 -338 0 —
☆WFC funds › WELLS FARGO & CO EXIT — 0.0% -0.2% 0.0 0 -1,743 0 —
☆LDUR funds › PIMCO ETF TR EXIT — 0.0% -0.3% 0.0 0 -2,075 0 —
☆HODL funds › VANECK BITCOIN ETF EXIT — 0.0% -0.1% 0.0 0 -3,157 0 —
☆V funds › VISA INC EXIT — 0.0% -0.1% 0.0 0 -162 0 —
☆SRE funds › SEMPRA EXIT — 0.0% -0.1% 0.0 0 -383 0 —
☆USB funds › US BANCORP EXIT — 0.0% -0.0% 0.0 0 -544 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.0% 0.0 0 -174 0 —
☆LRGF funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -2,571 0 —
☆TJX funds › TJX COS INC NEW EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS EXIT — 0.0% -0.1% 0.0 0 -174 0 —
☆SPDW funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.2% 0.0 0 -2,297 0 —
☆CVS funds › CVS HEALTH CORP EXIT — 0.0% -0.0% 0.0 0 -54 0 —
☆NET funds › CLOUDFLARE INC EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆IJT funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆TBLL funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.1% 0.0 0 -658 0 —
☆IMCV funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -2,035 0 —
☆UNH funds › UNITEDHEALTH GROUP INC EXIT — 0.0% -0.0% 0.0 0 -115 0 —
☆UBER funds › UBER TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -36 0 —
☆TXN funds › TEXAS INSTRS INC EXIT — 0.0% -0.0% 0.0 0 -154 0 —
☆CEG funds › CONSTELLATION ENERGY CORP EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆DXC funds › DXC TECHNOLOGY CO EXIT — 0.0% -0.0% 0.0 0 -15 0 —
☆AZN funds › ASTRAZENECA PLC EXIT — 0.0% -0.0% 0.0 0 -140 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -119 0 —
☆LMT funds › LOCKHEED MARTIN CORP EXIT — 0.0% -0.3% 0.0 0 -337 0 —
☆HUBS funds › HUBSPOT INC EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆AGG funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -735 0 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C EXIT — 0.0% -0.0% 0.0 0 -224 0 —
☆IJJ funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -77 0 —
☆KRNY funds › KEARNY FINL CORP MD EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆DVY funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -68 0 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆EEMV funds › ISHARES INC EXIT — 0.0% -0.2% 0.0 0 -1,595 0 —
☆SPYV funds › SPDR SERIES TRUST EXIT — 0.0% -0.2% 0.0 0 -2,409 0 —
☆MSTR funds › STRATEGY INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I EXIT — 0.0% -0.1% 0.0 0 -160 0 —
☆FTA funds › FIRST TR EXCHANGE-TRADED ALP EXIT — 0.0% -0.1% 0.0 0 -537 0 —
☆EMB funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -225 0 —
☆ACWX funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -97 0 —
☆VST funds › VISTRA CORP EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆SPYM funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -133 0 —
☆RBRK funds › RUBRIK INC. EXIT — 0.0% -0.0% 0.0 0 -134 0 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.1% 0.0 0 -943 0 —
☆IWN funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -53 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.0% 0.0 0 -353 0 —
☆META funds › META PLATFORMS INC EXIT — 0.0% -0.2% 0.0 0 -270 0 —
☆UAMY funds › UNITED STATES ANTIMONY CORP EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆FNF funds › FIDELITY NATL FINL INC EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆MDLZ funds › MONDELEZ INTL INC EXIT — 0.0% -0.1% 0.0 0 -876 0 —
☆IVE funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -119 0 —
☆DFAT funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.2% 0.0 0 -1,637 0 —
☆KVUE funds › KENVUE INC EXIT — 0.0% -0.0% 0.0 0 -53 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -0.2% 0.0 0 -365 0 —
☆ITW funds › ILLINOIS TOOL WKS INC EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆CELH funds › CELSIUS HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆HIMS funds › HIMS & HERS HEALTH INC EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET EXIT — 0.0% -0.1% 0.0 0 -1,848 0 —
☆VOO funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -49 0 —
☆TFC funds › TRUIST FINL CORP EXIT — 0.0% -0.2% 0.0 0 -2,324 0 —
☆DG funds › DOLLAR GEN CORP EXIT — 0.0% -0.0% 0.0 0 -176 0 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF EXIT — 0.0% -0.1% 0.0 0 -1,507 0 —
☆IJK funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆SCHD funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.3% 0.0 0 -5,336 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆SNAP funds › SNAP INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆SPYG funds › SPDR SERIES TRUST EXIT — 0.0% -0.2% 0.0 0 -1,338 0 —
☆RAAX funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -489 0 —
☆MRVL funds › MARVELL TECHNOLOGY INC EXIT — 0.0% -0.1% 0.0 0 -467 0 —
☆EVIM funds › MORGAN STANLEY ETF TRUST EXIT — 0.0% -0.2% 0.0 0 -2,626 0 —
☆NEAR funds › ISHARES U S ETF TR EXIT — 0.0% -0.0% 0.0 0 -90 0 —
☆ORCL funds › ORACLE CORP EXIT — 0.0% -0.1% 0.0 0 -391 0 —
☆USMV funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -500 0 —
☆CNNE funds › CANNAE HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION EXIT — 0.0% -0.1% 0.0 0 -69 0 —
☆SPYD funds › SPDR SERIES TRUST EXIT — 0.0% -0.3% 0.0 0 -4,072 0 —
☆WM funds › WASTE MGMT INC DEL EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆IYR funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -712 0 —
☆SCHH funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.3% 0.0 0 -7,959 0 —
☆P funds › EVERPURE INC EXIT — 0.0% -0.0% 0.0 0 -117 0 —
☆VYM funds › VANGUARD WHITEHALL FDS EXIT — 0.0% -0.0% 0.0 0 -38 0 —
☆JNJ funds › JOHNSON & JOHNSON EXIT — 0.0% -0.1% 0.0 0 -300 0 —
☆IWF funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -257 0 —
☆SRLN funds › SSGA ACTIVE ETF TR EXIT — 0.0% -0.0% 0.0 0 -137 0 —
☆USO funds › UNITED STS OIL FD LP EXIT — 0.0% -0.4% 0.0 0 -1,992 0 —
☆PFE funds › PFIZER INC EXIT — 0.0% -0.0% 0.0 0 -391 0 —
☆PANW funds › PALO ALTO NETWORKS INC EXIT — 0.0% -0.0% 0.0 0 -34 0 —
☆PCY funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆ETN funds › EATON CORP PLC EXIT — 0.0% -0.1% 0.0 0 -123 0 —
☆IVW funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -256 0 —
☆ABT funds › ABBOTT LABORATORIES EXIT — 0.0% -0.0% 0.0 0 -98 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.1% 0.0 0 -418 0 —
☆COIN funds › COINBASE GLOBAL INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆IONS funds › IONIS PHARMACEUTICALS INC EXIT — 0.0% -0.0% 0.0 0 -71 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -0.1% 0.0 0 -125 0 —
☆W funds › WAYFAIR INC EXIT — 0.0% -0.0% 0.0 0 -23 0 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆IWM funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -156 0 —
☆PH funds › PARKER-HANNIFIN CORP EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆CRWD funds › CROWDSTRIKE HLDGS INC EXIT — 0.0% -0.1% 0.0 0 -94 0 —
☆SCHW funds › SCHWAB CHARLES CORP EXIT — 0.0% -0.0% 0.0 0 -180 0 —
☆PSX funds › PHILLIPS 66 EXIT — 0.0% -0.1% 0.0 0 -197 0 —
☆ABNB funds › AIRBNB INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆NVO funds › NOVO-NORDISK A S EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆LW funds › LAMB WESTON HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -34 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 64 57 0.13 53% 0.045 0.181 — in
2026Q1 64 241 0.14 48% 0.038 0.147 — in
2025Q4 60 51 0.19 56% 0.048 0.103 — in
2025Q3 75 256 0.10 49% 0.035 0.176 — in
2025Q2 79 234 0.05 52% 0.040 0.331 — entered
2025Q1 75 230 0.00 54% 0.042 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