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☆World Investment Advisors

CIK 0001652594 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.670
AUM ($M)
6,039
Positions
1523
Turnover
0.04
Top-10 wt
17%
Herfindahl
0.006
History (qtrs)
6
Excess Return
—

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Security type

Holdings · 500 of 1603 positions (showing top 500 by weight) · portfolio value $6,039M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC TRIM — 3.3% -0.3% 198.9 778,238 -91,901 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 2.4% +0.1% 143.4 236,304 -3,665 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.6% -0.1% 97.1 262,135 -18,353 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 1.5% +0.0% 92.0 1,173,676 +8,627 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 1.5% +0.0% 89.8 1,172,238 -1,420 5 —
☆IVV funds › ISHARES TR ADD — 1.4% +0.3% 86.3 122,271 +16,763 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.3% +0.0% 76.0 261,230 -9,304 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.2% -0.1% 74.8 419,165 -59,131 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.2% -0.1% 72.2 342,406 -39,568 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 1.2% +0.0% 69.5 235,534 -5,404 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 1.0% +0.0% 61.2 793,535 +4,139 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 1.0% +0.0% 60.2 1,970,475 -6,923 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.9% +0.0% 56.7 864,110 +252 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.9% +0.0% 55.5 174,254 -3,499 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.9% -0.0% 54.2 187,224 -8,485 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.9% +0.0% 53.7 1,790,665 -8,198 5 —
☆CHD funds › CHURCH & DWIGHT CO INC ADD — 0.9% +0.0% 52.1 558,779 +64 5 —
☆SLQD funds › ISHARES TR HOLD — 0.9% +0.0% 52.1 1,032,454 +0 5 —
☆META funds › META PLATFORMS INC TRIM — 0.8% -0.0% 49.9 87,356 -6,732 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.8% +0.0% 49.9 74,539 -2,045 5 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.8% +0.0% 49.1 441,517 +0 5 —
☆IVE funds › ISHARES TR TRIM — 0.8% -0.0% 48.3 225,386 -13,241 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.7% -0.1% 43.9 75,987 -14,794 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.7% +0.0% 42.3 1,646,061 -482 5 —
☆IJS funds › ISHARES TR TRIM — 0.7% +0.0% 40.6 342,539 -250 5 —
☆IXUS funds › ISHARES TR ADD — 0.7% +0.0% 40.3 462,244 +163 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.6% -0.1% 38.6 227,794 -57,621 5 —
☆WMT funds › WALMART INC TRIM — 0.6% -0.0% 36.2 291,493 -12,390 5 —
☆IJJ funds › ISHARES TR HOLD — 0.6% +0.0% 35.2 265,442 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.6% -0.0% 33.8 138,212 -15,406 5 —
☆V funds › VISA INC TRIM — 0.6% -0.0% 33.4 110,108 -8,407 5 —
☆IUSB funds › ISHARES TR ADD — 0.5% +0.1% 32.7 709,293 +97,456 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.5% +0.0% 32.6 97,232 -2,983 5 —
☆STIP funds › ISHARES TR ADD — 0.5% +0.0% 32.0 309,836 +1,260 5 —
☆IEFA funds › ISHARES TR TRIM — 0.5% -0.0% 31.8 348,586 -14,885 5 —
☆IVW funds › ISHARES TR TRIM — 0.5% +0.0% 31.3 254,859 -2,591 5 —
☆IDEV funds › ISHARES TR TRIM — 0.5% +0.0% 30.6 366,579 -44 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST TRIM — 0.5% +0.0% 29.9 766,553 -1 5 —
☆IJR funds › ISHARES TR TRIM — 0.5% -0.0% 29.8 237,856 -25,104 5 —
☆EMXC funds › ISHARES INC ADD — 0.5% +0.0% 28.5 359,314 +8,042 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.5% -0.1% 27.4 57,018 -17,022 5 —
☆IEMG funds › ISHARES INC TRIM — 0.4% -0.0% 27.0 368,489 -49,333 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.4% +0.0% 27.0 77,916 -473 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.4% +0.0% 26.9 122,757 -464 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.4% -0.0% 26.6 121,763 -6,053 5 —
☆AGG funds › ISHARES TR TRIM — 0.4% +0.0% 25.7 259,013 -4,347 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 25.5 167,019 +108,792 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.4% +0.0% 24.8 134,561 -961 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.4% +0.0% 24.5 25,879 -1,255 5 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.4% -0.0% 23.5 963,167 -40,463 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.4% -0.0% 23.4 70,912 -3,796 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.4% +0.0% 22.3 31 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.4% +0.0% 22.1 62,505 -3,032 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% +0.0% 21.7 90,353 +352 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.3% +0.0% 20.9 843,296 -30 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.3% +0.0% 19.7 109,110 +82,740 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.3% -0.0% 19.1 381,789 -45,780 5 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.3% +0.0% 18.9 398,063 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.3% -0.0% 18.5 18,588 -1,214 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 18.5 69,190 -5,587 5 —
☆MUB funds › ISHARES TR ADD — 0.3% +0.0% 18.2 171,455 +440 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.3% +0.0% 18.1 192,951 -316 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 0.3% +0.0% 18.0 394,895 -2,141 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 18.0 86,380 +1,678 5 —
☆VO funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 18.0 67,067 -1,096 5 —
☆AVDE funds › AMERICAN CENTY ETF TR HOLD — 0.3% +0.0% 17.7 208,978 +0 5 —
☆CVIE funds › MORGAN STANLEY ETF TRUST HOLD — 0.3% +0.0% 17.5 241,077 +0 5 —
☆ETN funds › EATON CORP PLC ADD — 0.3% +0.0% 17.4 48,356 +27 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.3% +0.0% 17.3 54,245 +23 5 —
☆AVDV funds › AMERICAN CENTY ETF TR TRIM — 0.3% +0.0% 17.3 172,848 -204 5 —
☆EFV funds › ISHARES TR TRIM — 0.3% -0.1% 17.3 230,570 -68,243 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC TRIM — 0.3% +0.0% 17.0 39,316 -825 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.0% 16.0 196,899 +1,373 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.3% +0.0% 15.8 70,587 -3,800 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.3% -0.1% 15.7 94,725 -23,406 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.0% 15.7 108,699 -6,366 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.3% -0.0% 15.6 300,872 -31,303 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST TRIM — 0.3% +0.0% 15.6 281,528 -4,366 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.3% +0.0% 15.6 308,846 +47 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.3% +0.0% 15.5 235,307 +4,515 5 —
☆TSLA funds › TESLA INC TRIM — 0.3% -0.0% 15.3 40,254 -6,872 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.3% -0.0% 15.2 74,981 -6,154 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.2% +0.0% 15.1 6,366 +2,750 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.2% +0.0% 15.1 36,974 -1,267 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.2% +0.0% 14.9 172,440 -416 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.2% +0.0% 14.4 409,382 +5,732 3 —
☆LRGF funds › ISHARES TR HOLD — 0.2% +0.0% 14.4 217,819 +0 5 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.2% +0.0% 14.3 305,776 -382 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% +0.0% 14.2 250,363 +1,488 5 —
☆IQV funds › IQVIA HLDGS INC ADD — 0.2% +0.0% 14.1 82,404 +292 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 13.8 568,257 +48,372 5 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.2% +0.0% 13.7 32,754 -12 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.2% -0.0% 13.7 32,128 -1,881 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 0.2% +0.0% 13.6 393,194 +11,331 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.2% +0.0% 13.6 85,162 -154 5 —
☆IGIB funds › ISHARES TR TRIM — 0.2% +0.0% 13.5 254,606 -4,111 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.2% +0.0% 13.5 166,725 +1,120 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 13.3 433,016 -15,102 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.2% +0.0% 13.2 273,227 +16,039 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.0% 13.1 60,608 -3,941 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.2% -0.0% 13.1 53,820 -5,327 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM — 0.2% +0.0% 13.1 305,935 -1,579 5 —
☆BDYN funds › BLACKROCK ETF TRUST ADD — 0.2% +0.0% 12.9 466,669 +2,254 3 —
☆C funds › CITIGROUP INC TRIM — 0.2% +0.0% 12.9 110,148 -4,501 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.2% +0.0% 12.7 68,352 -433 5 —
☆KO funds › COCA COLA CO TRIM — 0.2% -0.0% 12.6 165,977 -5,546 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.2% +0.0% 12.6 51,611 +21 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO TRIM — 0.2% +0.0% 12.6 271,429 -3,437 5 —
☆SUSA funds › ISHARES TR HOLD — 0.2% +0.0% 12.5 94,823 +0 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% +0.0% 12.5 157,433 -22 5 —
☆SMMD funds › ISHARES TR TRIM — 0.2% +0.0% 12.4 162,754 -319 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.2% +0.0% 12.4 42,544 +354 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.2% +0.0% 12.3 142,681 -1,960 5 —
☆MTUM funds › ISHARES TR ADD — 0.2% +0.1% 12.3 39,860 +6,884 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 12.2 62,867 -11,381 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 12.1 62,553 -2,722 5 —
☆CB funds › CHUBB LIMITED TRIM — 0.2% -0.0% 11.9 36,375 -1,227 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.0% 11.8 23,553 -1,048 5 —
☆DBEF funds › DBX ETF TR TRIM — 0.2% +0.0% 11.8 238,385 -1,687 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.2% +0.0% 11.7 168,498 -425 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.2% +0.0% 11.6 79,530 -32 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.2% -0.0% 11.5 76,738 -3,002 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 11.3 54,593 -92 5 —
☆BALT funds › INNOVATOR ETFS TRUST TRIM — 0.2% -0.0% 11.3 334,371 -14,260 5 —
☆CME funds › CME GROUP INC TRIM — 0.2% +0.0% 11.2 38,168 -393 5 —
☆SMTH funds › ALPS ETF TR HOLD ETP 0.2% +0.0% 11.2 436,043 +0 5 —
☆IQLT funds › ISHARES TR TRIM — 0.2% +0.0% 11.2 241,247 -127 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.2% -0.0% 11.1 12,463 -1,124 5 —
☆SIVR funds › ABRDN SILVER ETF TRUST TRIM — 0.2% +0.0% 11.1 156,787 -1,015 5 —
☆DGRW funds › WISDOMTREE TR HOLD — 0.2% +0.0% 10.6 121,030 +0 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.0% 10.6 71,615 +4,125 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% +0.0% 10.6 127,578 +551 5 —
☆MBB funds › ISHARES TR TRIM — 0.2% +0.0% 10.5 110,380 -542 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 10.4 66,094 -13,119 5 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 10.4 393,632 +2,717 5 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.2% +0.0% 10.3 78,296 -807 5 —
☆PJUL funds › INNOVATOR ETFS TRUST TRIM — 0.2% +0.0% 10.0 214,176 -5,453 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.2% +0.0% 9.9 16,124 -101 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.2% -0.0% 9.9 67,469 -4,105 5 —
☆EFG funds › ISHARES TR TRIM — 0.2% +0.0% 9.8 81,813 -64 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.2% +0.0% 9.7 209,497 -10,288 5 —
☆ABNB funds › AIRBNB INC TRIM — 0.2% +0.0% 9.7 76,741 -183 5 —
☆IJH funds › ISHARES TR TRIM — 0.2% +0.0% 9.5 136,903 -5,268 5 —
☆SHY funds › ISHARES TR TRIM — 0.2% +0.0% 9.4 113,761 -247 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.2% -0.0% 9.4 117,323 -5,199 5 —
☆TCAF funds › T ROWE PRICE EXCHANGE-TRADED TRIM — 0.2% +0.0% 9.3 260,209 -50 5 —
☆COWZ funds › PACER FDS TR TRIM — 0.2% -0.0% 9.3 148,277 -15,029 5 —
☆UNP funds › UNION PAC CORP ADD — 0.2% +0.0% 9.2 37,642 +200 5 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.2% -0.0% 9.1 318,065 -20,807 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.0% 9.1 160,267 +2,240 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.2% -0.0% 9.1 97,995 -3,053 5 —
☆BDVL funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 9.0 345,448 +15,129 3 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 9.0 164,372 -280 5 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.0% 8.9 321,367 -37,596 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION TRIM — 0.1% +0.0% 8.9 67,860 -1,386 5 —
☆DRI funds › DARDEN RESTAURANTS INC ADD — 0.1% +0.0% 8.9 45,194 +29 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.1% +0.0% 8.8 122,756 -2,165 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.1% -0.0% 8.8 76,433 -2,260 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.1% +0.0% 8.8 106,957 -3,284 5 —
☆BLV funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 8.8 127,606 +5,008 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM — 0.1% +0.0% 8.7 29,719 -680 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 8.7 90,004 -8,290 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.1% +0.1% 8.6 15,753 -662 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.1% 8.6 28,461 -9,936 5 —
☆LVHI funds › LEGG MASON ETF INVT HOLD — 0.1% +0.0% 8.5 208,456 +0 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.1% -0.1% 8.4 137,921 -81,124 5 —
☆RSSB funds › TIDAL TRUST II HOLD — 0.1% +0.0% 8.4 307,301 +0 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 8.3 24,137 +4,287 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.1% +0.0% 8.3 16,936 -25 5 —
☆SUB funds › ISHARES TR TRIM — 0.1% +0.0% 8.3 78,041 -23 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.1% -0.0% 8.3 234,493 -10,650 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -0.0% 8.3 89,391 -12,890 5 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.1% -0.0% 8.3 69,252 -3,094 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% +0.0% 8.2 23,999 -329 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% -0.0% 8.2 29,267 -2,141 5 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.1% 8.2 42,009 -23,056 5 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 8.1 52,463 -3,928 5 —
☆BUFF funds › INNOVATOR ETFS TRUST ADD — 0.1% +0.0% 8.0 152,508 +461 4 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 8.0 61,977 -1,138 5 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.1% -0.1% 8.0 80,519 -76,387 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 7.9 65,711 -20,113 5 —
☆ALL funds › ALLSTATE CORP TRIM — 0.1% -0.0% 7.9 38,167 -2,304 5 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 7.9 308,172 -326 5 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% +0.0% 7.9 87,628 -1,488 5 —
☆IWM funds › ISHARES TR TRIM — 0.1% -0.0% 7.8 31,180 -1,564 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 7.8 39,028 +1,502 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF TRIM — 0.1% +0.0% 7.7 189,231 -1,460 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST HOLD — 0.1% +0.0% 7.7 170,133 +0 5 —
☆FLQL funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.1% +0.0% 7.7 108,214 -1,719 5 —
☆GOVT funds › ISHARES TR TRIM — 0.1% +0.0% 7.7 335,094 -897 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% -0.0% 7.7 8,935 -1,145 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 7.6 13,028 -1,179 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% -0.0% 7.6 10,424 -1,533 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 7.6 59,831 +5,771 5 —
☆RECS funds › COLUMBIA ETF TR I HOLD — 0.1% +0.0% 7.3 187,686 +0 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% +0.0% 7.3 17,103 -251 5 —
☆RSBT funds › TIDAL TRUST II HOLD — 0.1% +0.0% 7.3 385,308 +0 5 —
☆ETR funds › ENTERGY CORP NEW TRIM — 0.1% +0.0% 7.2 64,313 -1,593 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% -0.0% 7.2 146,345 -50,487 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.1% +0.0% 7.2 97,645 -1,481 5 —
☆IXN funds › ISHARES TR TRIM — 0.1% +0.0% 7.2 71,262 -1,364 5 —
☆EEMV funds › ISHARES INC TRIM — 0.1% +0.0% 7.1 110,003 -86 5 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 7.1 20,040 -985 5 —
☆FANG funds › DIAMONDBACK ENERGY INC TRIM — 0.1% +0.0% 7.0 35,535 -10 5 —
☆RYN funds › RAYONIER INC TRIM — 0.1% +0.0% 7.0 337,866 -648 2 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 6.9 133,664 -10,640 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.0% 6.9 246,241 -88,365 5 —
☆NVS funds › NOVARTIS AG ADD — 0.1% +0.0% 6.8 44,423 +204 5 —
☆LOW funds › LOWES COS INC TRIM — 0.1% +0.0% 6.7 28,297 -248 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.0% 6.6 63,485 +515 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.1% +0.0% 6.5 7,621 -67 5 —
☆CMI funds › CUMMINS INC TRIM — 0.1% +0.0% 6.5 12,063 -110 5 —
☆NOBL funds › PROSHARES TR TRIM — 0.1% +0.0% 6.5 61,755 -70 5 —
☆USHY funds › ISHARES TR TRIM — 0.1% -0.0% 6.5 176,599 -7,123 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 6.4 109,981 -122 5 —
☆AAAU funds › GOLDMAN SACHS PHYSICAL GOLD HOLD — 0.1% +0.0% 6.4 139,349 +0 5 —
☆PFEB funds › INNOVATOR ETFS TRUST TRIM — 0.1% +0.0% 6.4 158,463 -740 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 6.3 135,377 +6,267 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% +0.0% 6.3 55,609 -383 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% -0.0% 6.3 21,411 -4,037 5 —
☆CWB funds › SPDR SERIES TRUST ADD — 0.1% +0.1% 6.3 60,443 +44,465 5 —
☆EFA funds › ISHARES TR TRIM — 0.1% +0.0% 6.1 63,117 -616 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 6.1 44,680 -5,546 5 —
☆TLH funds › ISHARES TR TRIM — 0.1% -0.0% 6.1 60,880 -18,844 5 —
☆USMV funds › ISHARES TR TRIM — 0.1% +0.0% 6.1 65,650 -60 5 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 6.0 45,844 +2,636 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 5.9 29,273 -461 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.1% +0.0% 5.8 3,966 -67 5 —
☆DXCM funds › DEXCOM INC ADD — 0.1% +0.0% 5.8 92,739 +2 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% +0.0% 5.8 56,296 -1,095 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 5.7 101,393 +17,230 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC TRIM — 0.1% -0.0% 5.7 25,384 -2,144 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 5.6 12,043 -687 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 5.6 205,431 +35 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.1% +0.0% 5.6 16,988 -97 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V ADD — 0.1% +0.0% 5.5 28,122 +12 5 —
☆CHGX funds › EA SERIES TRUST HOLD — 0.1% +0.0% 5.5 206,809 +0 5 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.1% +0.0% 5.5 27,870 -236 5 —
☆IJK funds › ISHARES TR TRIM — 0.1% -0.0% 5.5 54,596 -4,140 5 —
☆DGRO funds › ISHARES TR TRIM — 0.1% -0.0% 5.5 77,187 -3,381 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 5.4 101,634 +66 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 5.3 51,616 -86 5 —
☆JULW funds › AIM ETF PRODUCTS TRUST ADD — 0.1% +0.0% 5.3 130,451 +13,680 3 —
☆OTF funds › BLUE OWL TECHNOLOGY FIN CORP HOLD — 0.1% +0.0% 5.3 429,025 +0 5 —
☆MAR funds › MARRIOTT INTL INC NEW ADD — 0.1% +0.0% 5.3 16,179 +201 5 —
☆EFAV funds › ISHARES TR TRIM — 0.1% +0.0% 5.3 58,090 -198 5 —
☆BOXX funds › EA SERIES TRUST HOLD — 0.1% +0.0% 5.3 45,253 +0 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 5.2 49,717 +10,512 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 5.2 34,703 -7,844 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 5.2 105,934 +2,820 2 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 5.2 22,096 -377 5 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 5.2 86,560 -251 5 —
☆PSFF funds › PACER FDS TR TRIM — 0.1% +0.0% 5.1 150,119 -1,066 3 —
☆FTXL funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 5.1 34,807 -6 3 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.1% +0.0% 5.1 46,252 -456 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.1% 5.1 60,747 +35,993 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 5.1 56,540 -3,138 5 —
☆MINT funds › PIMCO ETF TR TRIM — 0.1% -0.0% 5.1 50,650 -1,564 5 —
☆COR funds › CENCORA INC TRIM — 0.1% +0.0% 5.1 16,129 -202 5 —
☆ITOT funds › ISHARES TR TRIM — 0.1% +0.0% 5.0 32,951 -2,116 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.0% 5.0 20,753 -302 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% +0.0% 5.0 89,883 -1,709 5 —
☆GLW funds › CORNING INC ADD — 0.1% +0.0% 5.0 32,792 +1,407 5 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.1% +0.0% 5.0 13,691 -1,589 4 —
☆SJNK funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 5.0 199,554 +323 5 —
☆UL funds › UNILEVER PLC TRIM — 0.1% +0.0% 5.0 87,298 -165 3 —
☆MISL funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% +0.0% 4.9 110,090 +0 3 —
☆BDX funds › BECTON DICKINSON & CO TRIM — 0.1% -0.0% 4.9 31,031 -1,413 5 —
☆ADBE funds › ADOBE INC TRIM — 0.1% +0.0% 4.8 19,946 -395 5 —
☆EAGG funds › ISHARES TR ADD — 0.1% +0.0% 4.8 100,902 +244 5 —
☆CINF funds › CINCINNATI FINL CORP HOLD — 0.1% +0.0% 4.8 30,395 +0 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.1% +0.0% 4.7 30,035 -367 5 —
☆IGOV funds › ISHARES TR HOLD — 0.1% +0.0% 4.7 113,837 +0 5 —
☆ITA funds › ISHARES TR TRIM — 0.1% -0.0% 4.6 20,913 -754 5 —
☆RSST funds › TIDAL TRUST II HOLD — 0.1% +0.0% 4.6 161,834 +0 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.1% +0.0% 4.5 43,509 -51 5 —
☆IDV funds › ISHARES TR TRIM — 0.1% -0.0% 4.5 106,825 -4,918 5 —
☆ZTS funds › ZOETIS INC TRIM — 0.1% -0.0% 4.5 38,454 -4,282 5 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT TRIM — 0.1% +0.0% 4.5 31,705 -10 5 —
☆ADSK funds › AUTODESK INC TRIM — 0.1% +0.0% 4.5 18,907 -8 5 —
☆STE funds › STERIS PLC TRIM — 0.1% +0.0% 4.5 20,356 -10 5 —
☆SCHC funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 4.5 95,677 +0 5 —
☆RJF funds › RAYMOND JAMES FINL INC ADD — 0.1% +0.0% 4.5 30,790 +1 5 —
☆LQD funds › ISHARES TR TRIM — 0.1% +0.0% 4.4 40,760 -777 5 —
☆MS funds › MORGAN STANLEY TRIM — 0.1% -0.0% 4.4 26,428 -2,127 5 —
☆SNDK funds › SANDISK CORP TRIM — 0.1% +0.0% 4.4 2,672 -976 2 —
☆RWL funds › INVESCO EXCH TRADED FD TR II HOLD — 0.1% +0.0% 4.4 38,506 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% +0.0% 4.4 88,631 -231 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM — 0.1% +0.0% 4.4 137,571 -1,409 5 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.1% -0.0% 4.4 65,185 -1,658 5 —
☆SGOV funds › ISHARES TR TRIM — 0.1% +0.0% 4.4 43,522 -295 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 4.4 148,937 -124 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.1% +0.0% 4.4 25,616 -1,845 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.1% +0.0% 4.3 10,367 +315 5 —
☆IDEF funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 4.3 134,991 +9,700 2 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.1% -0.0% 4.3 103,450 -49,068 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 4.2 83,258 -15 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 4.1 43,408 -700 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.0% 4.1 31,502 -10,516 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.1% +0.0% 4.1 23,072 -1,908 5 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 4.1 111,476 +111,476 1 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 4.1 17,727 -960 5 —
☆IUS funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.1% +0.0% 4.1 69,973 +0 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% -0.0% 4.0 28,563 -1,558 5 —
☆UFEB funds › INNOVATOR ETFS TRUST TRIM — 0.1% +0.0% 3.9 108,447 -375 5 —
☆INDB funds › INDEPENDENT BK CORP MASS ADD — 0.1% +0.0% 3.9 52,329 +1 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.1% -0.0% 3.9 23,579 -1,221 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC HOLD — 0.1% +0.0% 3.9 3,576 +0 5 —
☆OMC funds › OMNICOM GROUP INC TRIM — 0.1% -0.0% 3.9 52,057 -4,583 5 —
☆FXO funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% +0.0% 3.9 69,621 +0 5 —
☆REGL funds › PROSHARES TR HOLD — 0.1% +0.0% 3.9 44,750 +0 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 3.8 41,501 -11,154 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.1% -0.0% 3.8 52,839 -1,586 5 —
☆SCZ funds › ISHARES TR TRIM — 0.1% +0.0% 3.8 49,024 -1,063 5 —
☆IVLU funds › ISHARES TR HOLD — 0.1% +0.0% 3.8 96,681 +0 5 —
☆APUE funds › TRUST FOR PROFESSIONAL MANAG TRIM — 0.1% +0.0% 3.8 89,234 -3,365 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.1% +0.0% 3.8 98,754 -331 5 —
☆FDX funds › FEDEX CORP ADD — 0.1% +0.0% 3.8 10,769 +524 5 —
☆CGSD funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 3.8 145,973 +450 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 3.8 56,105 -45,164 5 —
☆BUYW funds › NORTHERN LTS FD TR IV TRIM — 0.1% -0.0% 3.7 259,061 -23,639 3 —
☆BLK funds › BLACKROCK INC TRIM — 0.1% +0.0% 3.7 3,891 -31 5 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.1% +0.0% 3.7 14,348 -113 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 3.7 85,391 +452 5 —
☆SNY funds › SANOFI SA TRIM — 0.1% +0.0% 3.7 77,119 -1,303 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC TRIM — 0.1% -0.0% 3.7 10,753 -334 5 —
☆JNK funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 3.7 38,539 +3,045 5 —
☆APRW funds › AIM ETF PRODUCTS TRUST ADD — 0.1% +0.0% 3.7 99,380 +11,474 3 —
☆MAS funds › MASCO CORP TRIM — 0.1% +0.0% 3.7 60,549 -41 5 —
☆OCTW funds › AIM ETF PRODUCTS TRUST ADD — 0.1% +0.0% 3.6 88,691 +8,116 3 —
☆OAIM funds › UNIFIED SER TR HOLD — 0.1% +0.0% 3.6 83,880 +0 4 —
☆WELL funds › WELLTOWER INC TRIM — 0.1% +0.0% 3.6 17,975 -177 5 —
☆ECL funds › ECOLAB INC TRIM — 0.1% +0.0% 3.6 13,433 -15 5 —
☆HYG funds › ISHARES TR ADD — 0.1% +0.0% 3.6 44,811 +757 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% +0.0% 3.6 75,780 +0 5 —
☆JANW funds › AIM ETF PRODUCTS TRUST ADD — 0.1% +0.0% 3.5 91,787 +10,805 3 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% +0.0% 3.5 12,328 -300 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 3.5 69,532 +7,747 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 3.5 66,327 +21,271 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 3.5 11,403 +133 5 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.1% -0.0% 3.5 6,333 -591 5 —
☆SPYI funds › NEOS ETF TRUST ADD — 0.1% +0.0% 3.5 69,749 +4,467 3 —
☆COWG funds › PACER FDS TR TRIM — 0.1% +0.0% 3.5 101,729 -2,249 5 —
☆IEF funds › ISHARES TR ADD — 0.1% +0.0% 3.4 36,205 +1,549 5 —
☆AON funds › AON PLC TRIM — 0.1% +0.0% 3.4 10,650 -4 5 —
☆SIXJ funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% -0.0% 3.4 93,770 -14,139 3 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 3.4 35,845 +9,759 5 —
☆WWJD funds › NORTHERN LTS FD TR IV HOLD — 0.1% +0.0% 3.4 91,361 +0 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.1% -0.0% 3.4 46,647 -8,668 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE TRIM — 0.1% +0.0% 3.4 94,700 -598 5 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.1% -0.0% 3.4 5,116 -218 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.0% 3.4 53,502 -9,374 5 —
☆FIS funds › FIDELITY NATL INFORMATION SV TRIM — 0.1% +0.0% 3.3 70,889 -527 5 —
☆SHYG funds › ISHARES TR TRIM — 0.1% -0.0% 3.3 78,327 -4,700 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 3.3 69,514 -6,652 5 —
☆IWR funds › ISHARES TR TRIM — 0.1% +0.0% 3.3 33,305 -779 5 —
☆BFLX funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 3.2 126,437 +126,437 1 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 3.2 10,502 -1,274 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 3.2 7,280 -1,099 5 —
☆APRJ funds › INNOVATOR ETFS TRUST HOLD — 0.1% +0.0% 3.2 131,052 +0 5 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.0% 3.2 56,122 +24 5 —
☆PAPR funds › INNOVATOR ETFS TRUST TRIM — 0.1% +0.0% 3.2 77,018 -4,121 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 0.1% +0.0% 3.2 86,779 +4,698 5 —
☆WEC funds › WEC ENERGY GROUP INC TRIM — 0.1% -0.0% 3.2 27,344 -1,692 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.0% 3.1 85,151 -3,193 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.1% -0.0% 3.1 51,758 -8,153 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.1% -0.0% 3.1 17,012 -2,414 5 —
☆KMX funds › CARMAX INC TRIM — 0.1% +0.0% 3.1 74,786 -4 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 3.1 65,953 -2,494 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 3.1 32,298 -1,254 5 —
☆BBY funds › BEST BUY INC ADD — 0.1% +0.0% 3.1 48,092 +101 5 —
☆SBND funds › COLUMBIA ETF TR I HOLD — 0.1% +0.0% 3.1 164,278 +0 5 —
☆APP funds › APPLOVIN CORP TRIM — 0.1% +0.0% 3.0 6,495 -600 5 —
☆EWJ funds › ISHARES INC TRIM — 0.0% +0.0% 3.0 34,193 -334 5 —
☆SPYD funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 3.0 63,863 -6,937 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 3.0 106,464 +106,464 1 —
☆RODM funds › LATTICE STRATEGIES TR HOLD — 0.0% +0.0% 3.0 75,502 +0 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.0% -0.0% 3.0 78,900 -2,678 5 —
☆ORR funds › EA SERIES TRUST HOLD — 0.0% +0.0% 3.0 81,259 +0 4 —
☆USB funds › US BANCORP TRIM — 0.0% +0.0% 3.0 56,433 -926 5 —
☆MGK funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 3.0 11,749 -164 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM — 0.0% -0.0% 2.9 36,358 -21,832 5 —
☆TBIL funds › RBB FD INC TRIM — 0.0% -0.0% 2.9 58,613 -33,737 5 —
☆CSQ funds › CALAMOS STRATEGIC TOTAL RETU TRIM — 0.0% +0.0% 2.9 170,261 -1,700 4 —
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 2.9 55,335 -2,368 5 —
☆DVY funds › ISHARES TR TRIM — 0.0% -0.0% 2.9 19,140 -1,180 5 —
☆NMI funds › NUVEEN MUN INCOME FD INC HOLD — 0.0% +0.0% 2.9 276,683 +0 2 —
☆PAVE funds › GLOBAL X FDS ADD — 0.0% +0.0% 2.9 54,670 +11,484 5 —
☆KRE funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 2.9 43,529 -813 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.0% +0.0% 2.9 21,739 -178 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 2.9 20,611 +40 5 —
☆XJH funds › ISHARES TR HOLD — 0.0% +0.0% 2.8 62,396 +0 5 —
☆IWX funds › ISHARES TR TRIM — 0.0% -0.0% 2.8 27,684 -9,457 3 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% +0.0% 2.8 125,028 +679 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% +0.0% 2.8 21,075 -271 5 —
☆VUSB funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 2.7 55,216 -1,665 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.7 10,743 +39 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.0% -0.0% 2.7 5,980 -261 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 2.7 12,295 -43 5 —
☆APRH funds › INNOVATOR ETFS TRUST HOLD — 0.0% +0.0% 2.7 109,981 +0 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% -0.0% 2.7 33,689 -5,206 5 —
☆BUFB funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 2.7 74,533 -3,963 5 —
☆POCT funds › INNOVATOR ETFS TRUST TRIM — 0.0% +0.0% 2.7 58,698 -3,550 5 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.0% +0.0% 2.7 54,482 +2,205 5 —
☆NIE funds › VIRTUS EQUITY & CONV INCM FD TRIM — 0.0% -0.0% 2.7 114,410 -3,449 4 —
☆PDI funds › PIMCO DYNAMIC INCOME FD TRIM — 0.0% +0.0% 2.7 155,515 -722 5 —
☆IWD funds › ISHARES TR TRIM — 0.0% +0.0% 2.6 12,011 -558 5 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% +0.0% 2.6 99,857 +464 5 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 2.6 91,351 +1,185 4 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.0% +0.0% 2.6 28,259 -187 5 —
☆VDE funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 2.6 15,170 -2,246 5 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 2.6 4,842 +3,481 5 —
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% +0.0% 2.6 25,345 +0 5 —
☆BA funds › BOEING CO TRIM — 0.0% -0.0% 2.6 12,775 -2,853 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.0% +0.0% 2.6 9,195 -23 5 —
☆NUE funds › NUCOR CORP TRIM — 0.0% -0.0% 2.6 14,965 -693 5 —
☆GSIE funds › GOLDMAN SACHS ETF TR ADD — 0.0% +0.0% 2.5 57,294 +3,276 4 —
☆IWO funds › ISHARES TR TRIM — 0.0% +0.0% 2.5 7,950 -299 5 —
☆APCB funds › TRUST FOR PROFESSIONAL MANAG ADD — 0.0% +0.0% 2.5 85,608 +196 5 —
☆PJAN funds › INNOVATOR ETFS TRUST TRIM — 0.0% +0.0% 2.5 51,190 -3,422 5 —
☆MDYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.5 24,972 +575 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 2.5 20,983 -2,112 5 —
☆IEI funds › ISHARES TR TRIM — 0.0% +0.0% 2.5 20,953 -19 5 —
☆GSUS funds › GOLDMAN SACHS ETF TR TRIM — 0.0% +0.0% 2.5 23,967 -1,233 3 —
☆IBHF funds › ISHARES TR TRIM — 0.0% +0.0% 2.5 107,450 -1,145 5 —
☆HMOP funds › HARTFORD FDS EXCHANGE TRADED HOLD — 0.0% +0.0% 2.4 63,229 +0 5 —
☆CAOS funds › EA SERIES TRUST HOLD — 0.0% +0.0% 2.4 26,931 +0 3 —
☆SHLD funds › GLOBAL X FDS ADD — 0.0% +0.0% 2.4 34,494 +618 5 —
☆IEUR funds › ISHARES TR TRIM — 0.0% -0.0% 2.4 32,213 -19,137 5 —
☆KKR funds › KKR & CO INC TRIM — 0.0% -0.0% 2.4 25,869 -982 5 —
☆MTD funds › METTLER TOLEDO INTERNATIONAL TRIM — 0.0% +0.0% 2.4 1,893 -1 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.0% +0.0% 2.4 2,602 -58 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 2.4 9,243 -1,091 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% +0.0% 2.4 70,528 +42 5 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 2.3 25,364 -699 5 —
☆DLR funds › DIGITAL RLTY TR INC TRIM — 0.0% +0.0% 2.3 12,872 -100 5 —
☆HWM funds › HOWMET AEROSPACE INC TRIM — 0.0% -0.0% 2.3 9,335 -1,338 5 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 2.3 69,837 +0 5 —
☆CGMM funds › CAPITAL GROUP EQUITY ETF TR ADD — 0.0% +0.0% 2.3 77,386 +246 5 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.0% -0.0% 2.3 8,205 -1,072 5 —
☆DJD funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 2.3 36,308 -1,345 3 —
☆IJT funds › ISHARES TR TRIM — 0.0% -0.0% 2.3 15,581 -2,550 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.0% 2.3 11,882 -979 5 —
☆SPHD funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 2.3 44,306 -3,590 3 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 2.2 27,179 -1,286 5 —
☆PLD funds › PROLOGIS INC. TRIM — 0.0% +0.0% 2.2 16,916 -60 5 —
☆VEEV funds › VEEVA SYS INC TRIM — 0.0% +0.0% 2.2 12,709 -11 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.0% 2.2 10,755 -15,353 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% +0.0% 2.2 8,673 +2,072 5 —
☆STT funds › STATE STR CORP HOLD — 0.0% +0.0% 2.2 17,174 +0 3 —
☆BE funds › BLOOM ENERGY CORP TRIM — 0.0% +0.0% 2.2 7,874 -3,614 3 —
☆TQQQ funds › PROSHARES TR TRIM — 0.0% +0.0% 2.2 52,038 -592 5 —
☆SO funds › SOUTHERN CO TRIM — 0.0% -0.0% 2.1 22,194 -7,671 5 —
☆PULS funds › PGIM ETF TR TRIM — 0.0% +0.0% 2.1 43,235 -292 4 —
☆ROE funds › EA SERIES TRUST HOLD — 0.0% +0.0% 2.1 59,956 +0 3 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 2.1 42,130 +42,130 1 —
☆NEM funds › NEWMONT CORP TRIM — 0.0% -0.0% 2.1 19,700 -543 4 —
☆CACI funds › CACI INTL INC ADD — 0.0% +0.0% 2.1 3,883 +4 4 —
☆PRI funds › PRIMERICA INC TRIM — 0.0% +0.0% 2.1 8,418 -200 5 —
☆MUNI funds › PIMCO ETF TR HOLD — 0.0% +0.0% 2.1 40,294 +0 5 —
☆QTUM funds › ETF SER SOLUTIONS TRIM — 0.0% +0.0% 2.1 19,109 -505 5 —
☆IGSB funds › ISHARES TR TRIM — 0.0% +0.0% 2.1 39,375 -463 5 —
☆ANGL funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 2.1 71,688 +0 5 —
☆YYY funds › AMPLIFY ETF TR TRIM — 0.0% +0.0% 2.1 186,847 -44 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 2.1 18,210 +249 5 —
☆WAT funds › WATERS CORP TRIM — 0.0% +0.0% 2.0 6,801 -167 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.0% -0.0% 2.0 11,181 -495 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% +0.0% 2.0 34,017 -23 5 —
☆GRNY funds › TIDAL TRUST I HOLD — 0.0% +0.0% 2.0 84,684 +0 5 —
☆FEBW funds › AIM ETF PRODUCTS TRUST TRIM — 0.0% +0.0% 2.0 56,841 -3,369 3 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 2.0 18,276 -1,717 5 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.0% -0.0% 2.0 10,283 -3,496 2 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% +0.0% 2.0 41,455 +4,691 5 —
☆FERG funds › FERGUSON ENTERPRISES INC TRIM — 0.0% +0.0% 2.0 8,631 -77 4 —
☆JULH funds › INNOVATOR ETFS TRUST TRIM — 0.0% +0.0% 2.0 81,027 -151 5 —
☆VTR funds › VENTAS INC TRIM — 0.0% +0.0% 2.0 24,434 -1 3 —
☆IBB funds › ISHARES TR TRIM — 0.0% +0.0% 2.0 11,631 -328 5 —
☆LCTU funds › BLACKROCK ETF TRUST TRIM — 0.0% +0.0% 2.0 28,211 -125 5 —
☆DIVO funds › AMPLIFY ETF TR TRIM — 0.0% -0.0% 2.0 44,272 -1,682 5 —
☆HGER funds › HARBOR ETF TRUST HOLD — 0.0% +0.0% 2.0 64,069 +0 5 —
☆FISV funds › FISERV INC ADD — 0.0% +0.0% 2.0 35,605 +15 5 —
☆GQQQ funds › EA SERIES TRUST HOLD — 0.0% +0.0% 2.0 68,858 +0 3 —
☆PGR funds › PROGRESSIVE CORP TRIM — 0.0% +0.0% 2.0 9,934 -120 5 —
☆PGX funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 2.0 180,336 -13,111 5 —
☆SNPS funds › SYNOPSYS INC TRIM — 0.0% +0.0% 2.0 4,908 -81 5 —
☆MMM funds › 3M CO TRIM — 0.0% +0.0% 1.9 13,316 -361 5 —
☆USIG funds › ISHARES TR TRIM — 0.0% +0.0% 1.9 37,834 -828 5 —
☆DTCR funds › GLOBAL X FDS HOLD — 0.0% +0.0% 1.9 80,874 +0 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 1.9 41,898 -4,230 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS HOLD — 0.0% +0.0% 1.9 28,836 +0 5 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 1.9 17,362 -43 5 —
☆FTXO funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 1.9 51,809 +20 5 —
☆PCY funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% +0.0% 1.9 89,707 -251 5 —
☆KWEB funds › KRANESHARES TRUST TRIM — 0.0% +0.0% 1.9 65,835 -50 5 —
☆TRGP funds › TARGA RES CORP HOLD — 0.0% +0.0% 1.9 7,458 +0 2 —
☆MGC funds › VANGUARD WORLD FD TRIM — 0.0% +0.0% 1.9 7,254 -164 5 —
☆PALC funds › PACER FDS TR HOLD — 0.0% +0.0% 1.8 35,705 +0 5 —
☆ACWI funds › ISHARES TR HOLD — 0.0% +0.0% 1.8 13,369 +0 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 1.8 17,408 +13,473 5 —
☆LMUB funds › ISHARES TR ADD — 0.0% +0.0% 1.8 36,220 +558 2 —

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 6,039 1523 0.04 17% 0.006 0.664 — in
2026Q1 6,200 1557 0.13 17% 0.006 0.501 — in
2025Q4 5,222 1422 0.08 19% 0.007 0.537 — in
2025Q3 4,884 1226 0.09 20% 0.007 0.535 — in
2025Q2 4,401 1122 0.14 20% 0.007 0.452 — entered
2025Q1 3,844 1046 0.00 19% 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