Fund Universe

WealthPLAN Partners, LLC

CIK 0001639943 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.241
AUM ($M)
523
Positions
223
Turnover
0.16
Top-10 wt
35%
Herfindahl
0.021
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 243 positions · portfolio value $523M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
AAPL funds › APPLE INC TRIM 7.6% -0.1% 39.7 137,249 -19,174 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 6.0% -0.1% 31.6 63,155 -3,448 5
IVV funds › ISHARES TR ADD 5.9% +1.9% 30.7 41,056 +9,540 5
DGRO funds › ISHARES TR TRIM 2.9% -0.1% 15.0 197,583 -17,567 5
QQQ funds › INVESCO QQQ TR ADD 2.8% +0.6% 14.5 19,640 +218 5
BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD 2.4% +0.2% 12.7 348,808 +13,151 5
NVDA funds › NVIDIA CORPORATION TRIM 2.0% +0.1% 10.7 53,377 -5,494 5
BFLB funds › EA SERIES TRUST ADD 1.9% +0.2% 10.2 186,413 +3,664 3
AMZN funds › AMAZON COM INC TRIM 1.8% -0.1% 9.6 40,224 -6,836 5
SPYM funds › SPDR SERIES TRUST ADD 1.8% +0.8% 9.4 106,502 +39,322 5
IVW funds › ISHARES TR ADD 1.6% +0.3% 8.5 61,627 +286 5
VTI funds › VANGUARD INDEX FDS TRIM 1.6% -0.2% 8.3 22,409 -6,716 5
CLOI funds › VANECK ETF TRUST TRIM 1.5% -0.1% 8.0 150,428 -11,214 5
VYM funds › VANGUARD WHITEHALL FDS ADD 1.4% +0.1% 7.3 46,309 +466 5
AVEM funds › AMERICAN CENTY ETF TR TRIM 1.4% -0.0% 7.3 75,382 -15,814 5
AGG funds › ISHARES TR ADD 1.3% +0.7% 6.7 68,139 +39,889 3
COST funds › COSTCO WHOLESALE CORPORATION TRIM 1.2% -0.4% 6.1 6,552 -1,424 5
SCHD funds › SCHWAB STRATEGIC TR ADD 1.2% +0.1% 6.1 192,517 +5,529 5
EPS funds › WISDOMTREE TR ADD 1.1% +0.6% 5.9 75,492 +33,560 3
JCPB funds › J P MORGAN EXCHANGE TRADED F ADD 1.1% +0.7% 5.9 124,686 +74,103 3
MSFT funds › MICROSOFT CORP ADD 1.1% +0.1% 5.7 15,340 +1,305 5
HELO funds › J P MORGAN EXCHANGE TRADED F TRIM 1.1% -0.1% 5.7 83,971 -8,613 5
JPM funds › JPMORGAN CHASE & CO TRIM 1.1% +0.0% 5.7 17,279 -1,683 5
PAAA funds › PGIM ETF TR TRIM 1.1% -0.1% 5.6 108,678 -11,194 5
UNP funds › UNION PAC CORP TRIM 1.0% +0.1% 5.4 19,918 -299 5
JIRE funds › J P MORGAN EXCHANGE TRADED F ADD 1.0% +0.5% 5.1 61,862 +30,602 3
HEQT funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 1.0% -0.4% 5.0 150,327 -76,842 5
IUSB funds › ISHARES TR ADD 0.9% +0.4% 4.9 106,293 +50,221 5
GOOGL funds › ALPHABET INC ADD 0.9% +0.2% 4.9 13,617 +414 5
SCHZ funds › SCHWAB STRATEGIC TR ADD 0.9% +0.0% 4.7 202,624 +10,741 5
GOOG funds › ALPHABET INC TRIM 0.8% -0.2% 4.3 12,245 -6,721 5
JGRO funds › J P MORGAN EXCHANGE TRADED F ADD 0.8% +0.4% 4.2 43,081 +20,128 3
JAVA funds › J P MORGAN EXCHANGE TRADED F ADD 0.8% +0.4% 4.2 53,155 +25,767 3
COWZ funds › PACER FDS TR TRIM 0.8% -0.3% 4.2 67,733 -25,471 5
IGRO funds › ISHARES TR TRIM 0.8% -0.3% 4.2 47,586 -19,391 5
DYNF funds › BLACKROCK ETF TRUST TRIM 0.7% +0.1% 3.8 55,539 -2,263 5
SPYG funds › SPDR SERIES TRUST TRIM 0.7% -0.0% 3.7 30,831 -8,187 5
IVE funds › ISHARES TR TRIM 0.7% -0.1% 3.6 15,971 -3,614 5
FTLS funds › FIRST TR EXCH TRADED FD III TRIM 0.6% -0.3% 3.4 45,999 -24,202 5
IEMG funds › ISHARES INC ADD 0.6% +0.4% 3.3 40,217 +20,731 5
VUG funds › VANGUARD INDEX FDS NEW 0.6% +0.6% 3.3 37,744 +37,744 1
IEFA funds › ISHARES TR ADD 0.6% +0.3% 3.2 32,730 +15,742 3
JFLX funds › J P MORGAN EXCHANGE TRADED F ADD 0.6% +0.4% 3.2 62,682 +40,446 3
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.6% -0.0% 3.0 21,587 +3,806 5
AGOX funds › STARBOARD INVT TR TRIM 0.6% -0.1% 2.9 84,406 -49,213 5
TCAF funds › T ROWE PRICE EXCHANGE-TRADED TRIM 0.6% +0.0% 2.9 71,062 -7,731 5
ACWX funds › ISHARES TR ADD 0.5% +0.1% 2.8 36,814 +6,933 2
CASY funds › CASEYS GEN STORES INC TRIM 0.5% -0.4% 2.7 3,459 -3,235 5
META funds › META PLATFORMS INC TRIM 0.5% -0.1% 2.7 4,859 -466 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.5% -0.3% 2.7 10,435 -6,950 5
JGLO funds › J P MORGAN EXCHANGE TRADED F ADD 0.5% +0.1% 2.6 36,917 +5,171 3
CORO funds › BLACKROCK ETF TRUST TRIM 0.5% +0.1% 2.5 68,489 -137 2
XLV funds › SELECT SECTOR SPDR TR ADD 0.5% +0.0% 2.5 15,770 +277 5
MCK funds › MCKESSON CORP ADD 0.5% -0.1% 2.4 3,178 +21 5
ABBV funds › ABBVIE INC TRIM 0.5% -0.3% 2.4 9,387 -7,628 5
JMEE funds › J P MORGAN EXCHANGE TRADED F ADD 0.4% +0.2% 2.3 30,032 +13,752 3
WMT funds › WALMART INC TRIM 0.4% -0.5% 2.3 20,085 -20,125 5
CVX funds › CHEVRON CORPORATION TRIM 0.4% -0.5% 2.2 13,362 -8,533 5
BAI funds › BLACKROCK ETF TRUST TRIM 0.4% +0.1% 2.2 41,910 -9,114 5
XLF funds › SELECT SECTOR SPDR TR ADD 0.4% +0.0% 2.2 40,881 +299 5
MOAT funds › VANECK ETF TRUST TRIM 0.4% -0.2% 2.1 20,550 -11,624 5
TSLA funds › TESLA INC TRIM 0.4% -0.0% 2.1 5,010 -1,107 5
MBB funds › ISHARES TR ADD 0.4% +0.0% 2.1 22,262 +1,442 5
CUSIP:45782C664 funds › INNOVATOR ETFS TRUST TRIM 0.4% +0.0% 2.0 38,080 -130 5
CAT funds › CATERPILLAR INC ADD 0.4% +0.2% 2.0 1,869 +192 5
AMAT funds › APPLIED MATLS INC ADD 0.4% +0.2% 2.0 2,718 +495 2
TDV funds › PROSHARES TR TRIM 0.4% -0.1% 1.9 18,349 -11,468 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.4% -0.1% 1.9 6,729 -3,234 5
GOVT funds › ISHARES TR ADD 0.4% +0.0% 1.9 81,231 +2,651 2
FLTR funds › VANECK ETF TRUST TRIM 0.4% -0.1% 1.8 72,026 -23,833 5
AVGO funds › BROADCOM INC ADD 0.3% +0.1% 1.8 4,679 +769 5
ICOW funds › PACER FDS TR TRIM 0.3% -0.2% 1.7 40,784 -21,704 5
SPMO funds › INVESCO EXCH TRADED FD TR II TRIM 0.3% +0.0% 1.7 10,504 -3,428 5
HD funds › HOME DEPOT INC ADD 0.3% +0.0% 1.7 4,787 +182 5
XTEN funds › BONDBLOXX ETF TRUST TRIM 0.3% -0.2% 1.7 36,537 -21,905 5
SEMI funds › COLUMBIA ETF TR I TRIM 0.3% -0.1% 1.6 39,682 -24,744 5
FLBL funds › FRANKLIN TEMPLETON ETF TR TRIM 0.3% -0.2% 1.5 65,689 -38,232 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD 0.3% +0.0% 1.5 2 +0 5
BLCR funds › BLACKROCK ETF TRUST ADD 0.3% +0.1% 1.5 29,412 +1,032 2
IALT funds › BLACKROCK ETF TRUST NEW 0.3% +0.3% 1.5 52,149 +52,149 1
GLD funds › SPDR GOLD TR ADD 0.3% -0.0% 1.4 3,920 +226 5
V funds › VISA INC ADD 0.3% +0.0% 1.4 4,206 +17 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.3% +0.2% 1.4 2,395 +304 5
SCHG funds › SCHWAB STRATEGIC TR ADD 0.3% +0.1% 1.4 40,871 +14,232 5
MBSF funds › VALUED ADVISERS TR TRIM 0.3% -0.2% 1.4 53,864 -31,315 5
AGGY funds › WISDOMTREE TR ADD 0.3% +0.1% 1.3 30,997 +12,648 3
KO funds › COCA COLA CO ADD 0.2% +0.0% 1.3 15,784 +1,594 5
GGOV funds › BLACKROCK ETF TRUST II NEW 0.2% +0.2% 1.3 25,436 +25,436 1
DE funds › DEERE & CO TRIM 0.2% +0.0% 1.3 2,015 -12 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.2% +0.1% 1.3 1,101 -371 5
POCT funds › INNOVATOR ETFS TRUST ADD 0.2% +0.0% 1.2 26,516 +23 5
LECO funds › LINCOLN ELEC HLDGS INC TRIM 0.2% -0.2% 1.2 4,600 -5,380 5
DDFZ funds › INNOVATOR ETFS TRUST NEW 0.2% +0.2% 1.1 57,412 +57,412 1
ZOCT funds › INNOVATOR ETFS TRUST HOLD 0.2% +0.0% 1.1 39,889 +0 5
THRO funds › BLACKROCK ETF TRUST TRIM 0.2% -0.1% 1.1 25,291 -14,946 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.2% +0.1% 1.1 2,594 +378 3
SHLD funds › GLOBAL X FDS ADD 0.2% -0.0% 1.1 18,039 +2,555 4
MSM funds › MSC INDL DIRECT INC TRIM 0.2% -0.3% 1.1 8,923 -16,848 5
MAIN funds › MAIN STR CAP CORP TRIM 0.2% -0.0% 1.1 20,327 -2,086 5
MO funds › ALTRIA GROUP INC TRIM 0.2% +0.0% 1.1 14,627 -257 5
NUE funds › NUCOR CORP TRIM 0.2% -0.2% 1.0 4,707 -7,835 5
TXN funds › TEXAS INSTRS INC TRIM 0.2% -0.2% 1.0 3,487 -6,420 5
O funds › REALTY INCOME CORP TRIM 0.2% -0.3% 1.0 16,028 -23,869 5
QHY funds › WISDOMTREE TR ADD 0.2% +0.1% 1.0 21,559 +7,976 3
MTBA funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.2% +0.1% 1.0 20,115 +8,326 3
EMR funds › EMERSON ELEC CO TRIM 0.2% -0.3% 1.0 6,816 -12,191 5
CFR funds › CULLEN FROST BANKERS INC TRIM 0.2% -0.2% 1.0 6,243 -10,099 5
PJAN funds › INNOVATOR ETFS TRUST TRIM 0.2% +0.0% 1.0 19,474 -25 5
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.2% -0.3% 1.0 22,598 -24,982 5
LLY funds › ELI LILLY & CO TRIM 0.2% +0.0% 0.9 785 -15 5
AGGH funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.2% +0.1% 0.9 46,301 +19,876 3
HIGH funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.2% -0.1% 0.9 42,726 -28,842 5
MA funds › MASTERCARD INCORPORATED TRIM 0.2% -0.2% 0.9 1,779 -1,772 5
HYLB funds › DBX ETF TR ADD 0.2% +0.1% 0.9 24,407 +14,938 3
LOW funds › LOWES COS INC TRIM 0.2% -0.0% 0.9 4,035 -553 5
PTRB funds › PGIM ETF TR HOLD 0.2% -0.0% 0.9 20,602 +0 5
PEP funds › PEPSICO INC TRIM 0.2% -0.4% 0.9 6,297 -11,294 5
AMGN funds › AMGEN INC TRIM 0.2% -0.3% 0.8 2,319 -4,461 5
GE funds › GE AEROSPACE ADD 0.2% +0.0% 0.8 2,188 +169 5
WTPI funds › WISDOMTREE TR ADD 0.2% +0.0% 0.8 24,544 +6,678 3
DVY funds › ISHARES TR ADD 0.2% +0.0% 0.8 5,098 +1 5
CSCO funds › CISCO SYS INC ADD 0.2% +0.1% 0.8 6,768 +2,422 5
ORCL funds › ORACLE CORP ADD 0.2% +0.0% 0.8 5,365 +1,365 5
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.2% -0.1% 0.8 6,737 -589 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.1% -0.2% 0.8 1,535 -1,775 5
MRK funds › MERCK & CO INC ADD 0.1% +0.0% 0.8 6,004 +50 5
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 0.7 25,483 -4,658 5
NEE funds › NEXTERA ENERGY INC TRIM 0.1% -0.0% 0.7 8,498 -363 5
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.1% 0.7 1,718 +176 3
BAC funds › BANK OF AMER CORP ADD 0.1% +0.0% 0.7 12,869 +964 5
BDEC funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 0.7 13,477 -2,544 4
TRUT funds › VANECK ETF TRUST ADD 0.1% +0.1% 0.7 22,733 +8,916 2
FNDX funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 0.7 22,899 +2,470 5
FXH funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.1% +0.0% 0.7 5,691 -173 5
PAPR funds › INNOVATOR ETFS TRUST TRIM 0.1% +0.0% 0.7 16,054 -87 3
GEV funds › GE VERNOVA INC ADD 0.1% +0.0% 0.7 575 +12 4
KLAC funds › KLA CORP ADD 0.1% +0.1% 0.7 2,217 +2,003 4
CUSIP:45782C532 funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 0.7 16,042 -5,000 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.1% +0.0% 0.7 890 +3 5
MCD funds › MCDONALDS CORP ADD 0.1% -0.0% 0.6 2,391 +102 5
GXPC funds › GLOBAL X FDS ADD 0.1% +0.1% 0.6 21,297 +9,264 2
PG funds › PROCTER & GAMBLE CO ADD 0.1% +0.0% 0.6 4,318 +566 5
SCHF funds › SCHWAB STRATEGIC TR ADD 0.1% +0.0% 0.6 22,700 +3,401 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.1% +0.0% 0.6 6,691 +576 5
PSA funds › PUBLIC STORAGE HOLD 0.1% +0.0% 0.6 1,886 +0 5
TSN funds › TYSON FOODS INC TRIM 0.1% -0.3% 0.6 10,306 -25,538 5
PJUL funds › INNOVATOR ETFS TRUST ADD 0.1% +0.0% 0.6 12,051 +27 3
ALB funds › ALBEMARLE CORP TRIM 0.1% -0.4% 0.6 4,336 -9,421 5
GAUG funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.1% -0.0% 0.6 14,134 -2,173 5
UMAR funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 0.6 13,746 -2,155 5
GGG funds › GRACO INC TRIM 0.1% -0.3% 0.6 7,613 -17,171 5
DECT funds › AIM ETF PRODUCTS TRUST TRIM 0.1% -0.0% 0.6 14,301 -3,606 5
USB funds › US BANCORP TRIM 0.1% +0.0% 0.6 9,221 -161 5
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.1% 0.5 11,757 +6,675 2
GPC funds › GENUINE PARTS CO TRIM 0.1% -0.2% 0.5 4,548 -10,670 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.1% +0.1% 0.5 1,781 +1,781 1
RPM funds › RPM INTL INC TRIM 0.1% -0.2% 0.5 4,747 -11,558 5
DOV funds › DOVER CORP TRIM 0.1% -0.2% 0.5 2,333 -5,386 5
CUSIP:74347R248 funds › PROSHARES TR ADD 0.1% +0.0% 0.5 6,137 +1 5
BAPR funds › INNOVATOR ETFS TRUST ADD 0.1% +0.0% 0.5 9,763 +305 5
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.1% -0.2% 0.5 1,749 -4,104 5
BX funds › BLACKSTONE INC TRIM 0.1% -0.1% 0.5 4,355 -3,528 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD 0.1% +0.0% 0.5 698 +15 5
T funds › AT&T INC ADD 0.1% -0.0% 0.5 23,531 +1,379 5
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.1% -0.2% 0.5 959 -1,698 5
QCOM funds › QUALCOMM INC NEW 0.1% +0.1% 0.5 2,563 +2,563 1
ROK funds › ROCKWELL AUTOMATION INC HOLD 0.1% +0.0% 0.5 953 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.1% +0.0% 0.5 610 +56 5
SUN funds › SUNOCO LP/SUNOCO FIN CORP ADD 0.1% +0.0% 0.5 6,883 +5 5
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.4 7,298 +2,592 3
HYIN funds › WISDOMTREE TR ADD 0.1% +0.0% 0.4 31,344 +12,003 3
EMLC funds › VANECK ETF TRUST ADD 0.1% +0.0% 0.4 16,959 +6,673 3
XLK funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 0.4 2,230 +62 5
GLDM funds › WORLD GOLD TR ADD 0.1% -0.0% 0.4 5,345 +485 5
TMUS funds › T-MOBILE US INC ADD 0.1% -0.0% 0.4 2,397 +475 2
BRO funds › BROWN & BROWN INC TRIM 0.1% -0.2% 0.4 6,035 -13,957 5
MMD funds › NYLI MACKAY DEFINEDTERM MUNI TRIM 0.1% -0.0% 0.4 24,590 -1,830 5
HAL funds › HALLIBURTON CO NEW 0.1% +0.1% 0.4 11,212 +11,212 1
NSC funds › NORFOLK SOUTHN CORP HOLD 0.1% +0.0% 0.4 1,193 +0 5
PANW funds › PALO ALTO NETWORKS INC NEW 0.1% +0.1% 0.4 1,087 +1,087 1
NOBL funds › PROSHARES TR ADD 0.1% +0.0% 0.4 6,555 +3,280 5
NFLX funds › NETFLIX INC. ADD 0.1% -0.0% 0.4 5,136 +326 5
BA funds › BOEING CO TRIM 0.1% +0.0% 0.3 1,615 -54 5
PAUG funds › INNOVATOR ETFS TRUST HOLD 0.1% +0.0% 0.3 7,517 +0 5
RTX funds › RTX CORPORATION TRIM 0.1% -0.0% 0.3 1,763 -276 5
GMUB funds › GOLDMAN SACHS ETF TR NEW 0.1% +0.1% 0.3 6,288 +6,288 1
JMUB funds › J P MORGAN EXCHANGE TRADED F NEW 0.1% +0.1% 0.3 6,298 +6,298 1
GILD funds › GILEAD SCIENCES INC ADD 0.1% +0.0% 0.3 2,401 +550 2
BE funds › BLOOM ENERGY CORP NEW 0.1% +0.1% 0.3 1,000 +1,000 1
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.3 438 +25 5
PMIO funds › PGIM ETF TR NEW 0.1% +0.1% 0.3 5,875 +5,875 1
PUSH funds › PGIM ETF TR NEW 0.1% +0.1% 0.3 5,939 +5,939 1
SCHE funds › SCHWAB STRATEGIC TR NEW 0.1% +0.1% 0.3 8,091 +8,091 1
ANET funds › ARISTA NETWORKS INC NEW 0.1% +0.1% 0.3 1,622 +1,622 1
FNDF funds › SCHWAB STRATEGIC TR TRIM 0.1% -0.0% 0.3 5,140 -1,139 5
COP funds › CONOCOPHILLIPS HOLD 0.1% -0.0% 0.3 2,527 +0 5
OMC funds › OMNICOM GROUP INC TRIM 0.0% -0.0% 0.3 3,550 -479 3
INTC funds › INTEL CORP TRIM 0.0% -0.1% 0.3 1,813 -10,494 5
WPC funds › WP CAREY INC ADD 0.0% +0.0% 0.2 3,348 +1 5
HRL funds › HORMEL FOODS CORP ADD 0.0% +0.0% 0.2 9,482 +127 5
VCSH funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.2 2,937 +2,937 1
BND funds › VANGUARD BD INDEX FDS NEW 0.0% +0.0% 0.2 3,125 +3,125 1
VV funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 666 +666 1
STZ funds › CONSTELLATION BRANDS INC TRIM 0.0% -0.1% 0.2 1,645 -3,945 5
SPOT funds › SPOTIFY TECHNOLOGY S A TRIM 0.0% -0.0% 0.2 486 -70 5
LNG funds › CHENIERE ENERGY INC TRIM 0.0% -0.1% 0.2 929 -1,357 5
IAU funds › ISHARES GOLD TR TRIM 0.0% -0.0% 0.2 2,919 -172 5
BTAL funds › AGF INVTS TR ADD ETP 0.0% +0.0% 0.2 19,532 +8,483 2
ISRG funds › INTUITIVE SURGICAL INC ADD 0.0% -0.0% 0.2 540 +36 3
GLW funds › CORNING INC NEW 0.0% +0.0% 0.2 840 +840 1
DELL funds › DELL TECHNOLOGIES INC NEW 0.0% +0.0% 0.2 479 +479 1
SCHA funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.2 5,682 +5,682 1
VIG funds › VANGUARD SPECIALIZED FUNDS NEW 0.0% +0.0% 0.2 865 +865 1
CMI funds › CUMMINS INC NEW 0.0% +0.0% 0.2 286 +286 1
ITOT funds › ISHARES TR NEW 0.0% +0.0% 0.2 1,241 +1,241 1
GHC funds › GRAHAM HLDGS CO NEW 0.0% +0.0% 0.2 178 +178 1
NKE funds › NIKE INC TRIM 0.0% -0.1% 0.2 4,940 -13,306 5
XLI funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.2 1,084 +1,084 1
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.0% -0.1% 0.2 327 -1,140 4
AGNC funds › AGNC INVT CORP ADD REIT 0.0% +0.0% 0.1 12,847 +49 5
FSSL funds › FS SPECIALTY LENDING FD TRIM 0.0% -0.0% 0.1 12,287 -1,108 3
FSCO funds › FS CREDIT OPPORTUNITIES CORP TRIM 0.0% -0.0% 0.1 15,990 -20,042 5
STXS funds › STEREOTAXIS INC HOLD 0.0% -0.0% 0.0 13,665 +0 3
XLE funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -3,599 0
BINC funds › BLACKROCK ETF TRUST II EXIT 0.0% -0.2% 0.0 0 -23,084 0
FVD funds › FIRST TR EXCHANGE-TRADED FD EXIT 0.0% -0.1% 0.0 0 -6,838 0
AXP funds › AMERICAN EXPRESS CO EXIT 0.0% -0.1% 0.0 0 -1,025 0
IAGG funds › ISHARES TR EXIT 0.0% -0.2% 0.0 0 -25,330 0
ADBE funds › ADOBE INC EXIT 0.0% -0.1% 0.0 0 -1,164 0
VLTO funds › VERALTO CORP EXIT 0.0% -0.1% 0.0 0 -3,807 0
BKE funds › BUCKLE INC EXIT 0.0% -0.5% 0.0 0 -46,428 0
ROP funds › ROPER TECHNOLOGIES INC EXIT 0.0% -0.1% 0.0 0 -902 0
LULU funds › LULULEMON ATHLETICA INC EXIT 0.0% -0.0% 0.0 0 -1,568 0
SPGI funds › S&P GLOBAL INC EXIT 0.0% -0.1% 0.0 0 -1,253 0
RDVY funds › FIRST TR EXCHANGE TRADED FD EXIT 0.0% -0.1% 0.0 0 -3,816 0
BJAN funds › INNOVATOR ETFS TRUST EXIT 0.0% -0.0% 0.0 0 -4,451 0
APOC funds › INNOVATOR ETFS TRUST EXIT 0.0% -0.2% 0.0 0 -39,667 0
AOS funds › SMITH A O CORP EXIT 0.0% -0.1% 0.0 0 -6,364 0
DSL funds › DOUBLELINE INCOME SOLUTIONS EXIT 0.0% -0.0% 0.0 0 -12,175 0
EFV funds › ISHARES TR EXIT 0.0% -0.3% 0.0 0 -20,418 0
QUAL funds › ISHARES TR EXIT 0.0% -0.3% 0.0 0 -8,403 0
SNPS funds › SYNOPSYS INC EXIT 0.0% -0.1% 0.0 0 -712 0
ABT funds › ABBOTT LABORATORIES EXIT 0.0% -0.1% 0.0 0 -6,621 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 523 223 0.16 35% 0.021 0.240 in
2026Q1 517 217 0.17 33% 0.019 0.218 in
2025Q4 669 272 0.08 31% 0.017 0.343 in
2025Q3 667 249 0.09 31% 0.017 0.328 in
2025Q2 621 254 0.13 30% 0.016 0.270 entered
2025Q1 709 245 0.00 30% 0.017 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