Fund Universe

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☆Wealthcare Advisory Partners LLC

CIK 0001683059 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.633
AUM ($M)
5,274
Positions
1084
Turnover
0.09
Top-10 wt
27%
Herfindahl
0.013
History (qtrs)
6
Excess Return
—

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Holdings · 500 of 1167 positions (showing top 500 by weight) · portfolio value $5,274M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST TRIM — 7.3% +0.6% 385.9 4,391,034 -152,540 5 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 4.3% +0.3% 227.7 2,508,062 -78,765 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 2.8% +0.2% 147.4 398,442 -12,895 5 —
☆STIP funds › ISHARES TR ADD — 2.6% +0.1% 135.1 1,322,733 +113,391 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 1.9% +0.3% 102.4 1,776,135 +19,008 5 —
☆IEF funds › ISHARES TR TRIM — 1.8% -0.2% 95.4 1,008,438 -63,608 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 1.6% +0.2% 83.1 1,230,591 +48,386 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 1.6% +0.0% 81.8 3,206,173 +190,995 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.4% +0.1% 75.7 378,479 -15,867 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 1.4% +0.1% 71.5 1,419,227 +32,529 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.3% -0.0% 71.2 1,565,006 +41,007 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.2% -0.9% 65.1 87,230 -81,390 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 1.2% +0.1% 63.5 401,762 +4,817 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM — 1.2% +0.1% 62.1 1,259,466 -46,243 5 —
☆MUB funds › ISHARES TR ADD — 1.2% +0.1% 62.0 576,272 +54,081 5 —
☆NTSX funds › WISDOMTREE TR ADD — 1.2% +0.2% 60.9 1,031,715 +43,624 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 1.1% -0.1% 59.7 86,985 -15,329 5 —
☆AAPL funds › APPLE INC TRIM — 1.1% -0.2% 57.4 198,490 -64,204 5 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 1.1% +0.3% 55.4 2,090,010 +675,990 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.0% -0.1% 53.8 73,003 -23,455 5 —
☆IVV funds › ISHARES TR TRIM — 0.9% +0.0% 45.2 60,420 -6,793 5 —
☆DBEF funds › DBX ETF TR ADD — 0.8% +0.1% 44.6 816,607 +21,809 5 —
☆AGG funds › ISHARES TR ADD — 0.8% +0.0% 43.8 442,103 +36,599 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.8% +0.1% 41.1 925,525 -31,421 5 —
☆FSEP funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.8% +0.1% 40.9 741,908 +8,006 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.8% +0.0% 40.3 565,404 -15,891 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.8% +0.1% 40.0 320,844 +5,808 5 —
☆COWZ funds › PACER FDS TR ADD — 0.7% -0.0% 37.1 595,665 +8,616 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.7% +0.1% 35.3 421,784 +30,722 5 —
☆SCZ funds › ISHARES TR ADD — 0.7% +0.0% 34.9 424,121 +17,954 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.6% +0.1% 32.5 688,721 +40,990 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.6% -0.2% 31.7 84,993 -20,094 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.6% +0.0% 29.0 630,709 +35,498 5 —
☆SHM funds › SPDR SERIES TRUST TRIM — 0.5% -0.0% 28.5 593,505 -7,106 5 —
☆IBDU funds › ISHARES TR ADD — 0.5% +0.0% 28.3 1,223,806 +41,435 5 —
☆PYLD funds › PIMCO ETF TR ADD — 0.5% +0.0% 27.2 1,025,937 +42,869 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.5% -0.0% 26.2 110,006 -12,804 5 —
☆MGV funds › VANGUARD WORLD FD ADD — 0.5% +0.1% 25.3 154,959 +5,774 5 —
☆IJH funds › ISHARES TR ADD — 0.5% +0.1% 24.9 322,790 +16,169 5 —
☆IJR funds › ISHARES TR ADD — 0.5% +0.1% 24.0 162,012 +16,376 5 —
☆EMXC funds › ISHARES INC TRIM — 0.5% +0.1% 23.9 234,093 -4,098 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.0% 23.7 746,454 +29,108 5 —
☆SMMD funds › ISHARES TR TRIM — 0.4% +0.0% 23.6 257,371 -14,390 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.4% +0.0% 23.0 97,336 -3,667 5 —
☆MOAT funds › VANECK ETF TRUST ADD — 0.4% +0.0% 22.9 220,424 +1,040 5 —
☆MBB funds › ISHARES TR ADD — 0.4% -0.0% 22.9 242,028 +6,257 5 —
☆TFI funds › SPDR SERIES TRUST TRIM — 0.4% -0.0% 22.3 487,611 -1,462 5 —
☆XT funds › ISHARES TR ADD — 0.4% +0.1% 21.9 264,664 +8,816 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.4% +0.0% 21.1 566,612 +16,413 5 —
☆ANGL funds › VANECK ETF TRUST ADD — 0.4% +0.0% 20.7 708,131 +19,295 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.4% -0.0% 20.1 61,535 -8,292 5 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT TRIM — 0.4% -0.0% 19.6 565,209 -87,721 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.4% +0.0% 19.4 871,667 +123,186 5 —
☆FTSD funds › FRANKLIN ETF TR ADD — 0.4% +0.0% 19.0 210,011 +10,705 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.4% +0.0% 18.9 50,093 -2,192 5 —
☆IWB funds › ISHARES TR TRIM — 0.4% +0.0% 18.9 46,059 -1,369 5 —
☆CAOS funds › EA SERIES TRUST ADD — 0.4% +0.0% 18.8 207,580 +20,739 5 —
☆USFR funds › WISDOMTREE TR ADD — 0.3% -0.0% 18.1 359,365 +1,575 5 —
☆BALT funds › INNOVATOR ETFS TRUST ADD — 0.3% +0.1% 18.0 525,929 +210,276 5 —
☆QSPT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% +0.0% 18.0 516,910 -30,887 2 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% -0.0% 17.6 49,118 -12,992 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 17.4 216,504 +161,994 5 —
☆TSLA funds › TESLA INC ADD — 0.3% +0.0% 17.3 41,216 +1,252 5 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.3% +0.0% 16.7 493,453 -4,430 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP ADD — 0.3% -0.1% 16.5 545,634 +6,593 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.3% -0.2% 16.0 73,598 -46,931 5 —
☆SUB funds › ISHARES TR ADD — 0.3% +0.1% 15.6 146,517 +30,413 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.3% +0.2% 15.3 13,250 -3,608 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.3% +0.1% 14.9 22,656 -2,949 5 —
☆IGE funds › ISHARES TR ADD — 0.3% -0.0% 14.7 261,750 +31,686 3 —
☆HD funds › HOME DEPOT INC TRIM — 0.3% -0.1% 14.7 41,673 -10,902 5 —
☆BKLN funds › INVESCO EXCH TRADED FD TR II ADD — 0.3% +0.0% 14.6 715,314 +108,703 5 —
☆CUSIP:97717Y634 funds › WISDOMTREE TR ADD — 0.3% +0.0% 14.4 309,093 +11,654 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.3% +0.0% 14.4 40,702 -4,337 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 14.4 120,854 -1,603 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.0% 14.0 323,604 +4,872 5 —
☆FAUG funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.3% +0.0% 13.9 245,697 +10,726 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.2% 13.6 240,849 -176,948 5 —
☆IXUS funds › ISHARES TR ADD — 0.3% +0.0% 13.4 140,901 +10,123 5 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.3% +0.0% 13.4 536,030 +26,109 5 —
☆USRT funds › ISHARES TR ADD — 0.3% +0.0% 13.3 200,743 +23,643 3 —
☆GLDM funds › WORLD GOLD TR ADD — 0.2% -0.0% 13.1 164,826 +1,169 5 —
☆IFRA funds › ISHARES TR ADD — 0.2% +0.0% 13.0 205,700 +24,899 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.0% 12.9 25,840 -5,174 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.2% +0.0% 12.7 50,422 -2,254 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.1% 12.6 59,240 -22,673 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.2% +0.0% 12.5 211,492 +7,238 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.2% +0.0% 12.4 11,613 -4,187 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% +0.1% 12.4 10,304 +6 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.2% +0.0% 12.1 149,633 +4,811 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 12.1 199,255 +5,034 5 —
☆WINN funds › HARBOR ETF TRUST TRIM — 0.2% +0.0% 12.1 371,874 -17,956 5 —
☆QUAL funds › ISHARES TR ADD — 0.2% +0.0% 11.8 53,676 +1,503 5 —
☆RSPN funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.0% 11.3 175,887 +2,257 5 —
☆ALAB funds › ASTERA LABS INC ADD — 0.2% +0.2% 11.0 22,845 +201 5 —
☆AVXC funds › AMERICAN CENTY ETF TR TRIM — 0.2% +0.0% 11.0 128,604 -5,350 5 —
☆DGRW funds › WISDOMTREE TR TRIM — 0.2% +0.0% 11.0 114,868 -1,306 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 10.9 36,007 -1,134 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.2% -0.0% 10.8 29,374 -460 5 —
☆TBLL funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 10.7 101,303 -6,694 5 —
☆IWD funds › ISHARES TR TRIM — 0.2% +0.0% 10.7 43,948 -1,230 5 —
☆FLQL funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.2% +0.0% 10.6 135,685 -1,199 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.2% +0.0% 10.6 360,461 -28,139 5 —
☆IWF funds › ISHARES TR ADD — 0.2% +0.0% 10.6 85,081 +63,624 5 —
☆GSIE funds › GOLDMAN SACHS ETF TR ADD — 0.2% +0.0% 10.2 223,449 +7,016 5 —
☆REMX funds › VANECK ETF TRUST ADD — 0.2% +0.0% 10.1 114,439 +9,898 4 —
☆XCEM funds › COLUMBIA ETF TR II TRIM — 0.2% +0.0% 10.1 190,542 -4,187 5 —
☆IWY funds › ISHARES TR TRIM — 0.2% +0.0% 9.9 34,206 -546 5 —
☆DRSK funds › ETF SER SOLUTIONS TRIM — 0.2% -0.0% 9.8 341,944 -22,444 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 9.7 51,030 -7,085 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% -0.0% 9.6 37,978 -2,946 5 —
☆META funds › META PLATFORMS INC TRIM — 0.2% -0.0% 9.6 17,039 -1,973 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.1% 9.6 59,401 +2,719 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.0% 9.6 49,996 +1,601 5 —
☆V funds › VISA INC TRIM — 0.2% -0.1% 9.6 27,851 -12,579 5 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.2% -0.1% 9.5 178,186 -13,334 5 —
☆EFV funds › ISHARES TR ADD — 0.2% +0.0% 9.2 120,520 +1,675 5 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.2% +0.0% 9.2 185,123 -8,773 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 9.1 105,700 +85,946 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 8.9 74,308 +64,854 5 —
☆CLSE funds › TRUST FOR PROFESSIONAL MANAG NEW — 0.2% +0.2% 8.7 255,919 +255,919 1 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.0% 8.7 74,243 -5,650 5 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 0.2% +0.0% 8.4 70,377 -1,116 5 —
☆GDE funds › WISDOMTREE TR ADD — 0.2% -0.0% 8.3 135,041 +5,770 5 —
☆QLD funds › PROSHARES TR TRIM — 0.2% +0.1% 8.2 84,860 -850 3 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 8.2 14,074 -3,158 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% +0.0% 8.1 132,470 +4,335 5 —
☆KBWB funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 8.1 87,489 +845 5 —
☆CAIE funds › CALAMOS ETF TR ADD — 0.2% +0.0% 8.0 294,935 +14,383 4 —
☆VRP funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 7.9 324,211 +46,223 5 —
☆RZV funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 7.8 52,341 +478 5 —
☆SMLF funds › ISHARES TR ADD — 0.1% +0.0% 7.8 87,399 +2,099 3 —
☆FLOT funds › ISHARES TR ADD — 0.1% +0.0% 7.7 151,400 +16,958 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.2% 7.6 24,992 -52,013 5 —
☆ARTY funds › ISHARES TR TRIM — 0.1% +0.0% 7.4 97,731 -7,575 5 —
☆SOXX funds › ISHARES TR TRIM — 0.1% +0.1% 7.4 11,473 -1,714 5 —
☆PDI funds › PIMCO DYNAMIC INCOME FD TRIM — 0.1% -0.0% 7.3 436,792 -1,100 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 7.2 73,823 +2,418 5 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.1% -0.2% 7.2 142,568 -168,737 5 —
☆DGRO funds › ISHARES TR TRIM — 0.1% +0.0% 7.1 94,180 -1,666 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 7.1 257,734 +4,533 5 —
☆ITOT funds › ISHARES TR TRIM — 0.1% +0.0% 7.1 42,994 -1,631 5 —
☆DSI funds › ISHARES TR ADD — 0.1% +0.0% 7.1 49,560 +3,360 5 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 7.0 64,351 +9,037 5 —
☆QQQJ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% +0.0% 6.9 151,556 -4,989 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.1% 6.7 47,957 -8,860 5 —
☆EFA funds › ISHARES TR TRIM — 0.1% -0.1% 6.6 63,743 -58,832 5 —
☆SSO funds › PROSHARES TR TRIM — 0.1% +0.0% 6.4 94,938 -980 3 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 6.2 67,325 +67,325 1 —
☆DIVO funds › AMPLIFY ETF TR ADD — 0.1% +0.0% 6.2 135,377 +8,682 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET TRIM — 0.1% +0.0% 6.2 138,584 -16,485 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% +0.0% 6.1 21,674 -875 5 —
☆HFGM funds › TIDAL TRUST I TRIM — 0.1% -0.0% 6.1 198,552 -14,985 4 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 6.0 27,240 -2,671 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.1% 6.0 6,390 -2,520 5 —
☆VAW funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 5.8 25,443 +1,627 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.1% +0.0% 5.8 17,268 -828 5 —
☆CARY funds › ANGEL OAK FUNDS TRUST ADD — 0.1% +0.0% 5.7 274,920 +88,039 4 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.2% 5.7 69,483 -159,501 5 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.1% -0.0% 5.7 52,755 -3,663 5 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.1% +0.0% 5.7 107,970 +20,302 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.0% 5.6 11,043 -1,250 5 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 5.6 15,360 -1,975 5 —
☆NTSE funds › WISDOMTREE TR ADD — 0.1% +0.0% 5.6 114,276 +613 5 —
☆UYLD funds › ANGEL OAK FUNDS TRUST ADD — 0.1% +0.1% 5.6 108,896 +103,787 4 —
☆GSEW funds › GOLDMAN SACHS ETF TR TRIM — 0.1% +0.0% 5.6 58,799 -19 5 —
☆HMOP funds › HARTFORD FDS EXCHANGE TRADED TRIM — 0.1% -0.0% 5.5 141,018 -11,845 5 —
☆GLW funds › CORNING INC TRIM — 0.1% +0.0% 5.5 21,374 -440 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 5.4 48,013 -16,935 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 5.4 112,331 -1,680 5 —
☆TMFC funds › RBB FD INC TRIM — 0.1% +0.0% 5.3 69,812 -1,717 4 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.1% +0.1% 5.3 15,532 -182 5 —
☆QTUM funds › ETF SER SOLUTIONS ADD — 0.1% +0.0% 5.3 31,878 +815 5 —
☆ACIO funds › ETF SER SOLUTIONS TRIM — 0.1% -0.0% 5.3 113,879 -28,705 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% +0.0% 5.2 7 +0 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 5.2 23,344 -409 5 —
☆IWM funds › ISHARES TR TRIM — 0.1% -0.0% 5.2 17,230 -8,499 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.0% 5.1 30,920 -4,188 5 —
☆GPIX funds › GOLDMAN SACHS ETF TR ADD — 0.1% +0.0% 5.1 91,765 +5,187 5 —
☆PULS funds › PGIM ETF TR TRIM — 0.1% -0.3% 5.0 100,879 -295,807 5 —
☆ARCC funds › ARES CAPITAL CORP ADD — 0.1% +0.0% 4.9 264,044 +32,983 5 —
☆SO funds › SOUTHERN CO TRIM — 0.1% -0.0% 4.9 50,770 -8,334 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 4.8 24,128 -3,092 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 4.7 89,292 +1,253 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 4.7 12,472 -621 5 —
☆IEMG funds › ISHARES INC ADD — 0.1% +0.0% 4.7 56,266 +2,078 5 —
☆RSSB funds › TIDAL TRUST II ADD — 0.1% +0.0% 4.6 150,731 +8,860 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 4.6 159,615 -29,482 5 —
☆UWM funds › PROSHARES TR TRIM — 0.1% +0.0% 4.5 67,410 -670 3 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 4.5 34,872 -2,513 5 —
☆BILS funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 4.5 45,054 +377 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 4.5 46,373 -4,300 5 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 4.5 14,561 +726 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 4.4 39,188 -3,991 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 4.4 5,794 -274 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% -0.0% 4.4 23,118 -2,026 5 —
☆MDYV funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 4.4 46,172 +2,406 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 4.4 29,844 -5,905 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 4.3 8,431 -582 5 —
☆KEY funds › KEYCORP ADD — 0.1% +0.0% 4.3 187,745 +3,291 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 4.3 44,657 -3,284 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.1% -0.0% 4.2 36,199 +2,906 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 4.2 26,527 +1,336 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 4.2 91,733 -4,508 5 —
☆PFXF funds › VANECK ETF TRUST ADD — 0.1% +0.0% 4.1 232,180 +13,495 5 —
☆DTH funds › WISDOMTREE TR TRIM — 0.1% -0.0% 4.1 76,529 -34 5 —
☆CALF funds › PACER FDS TR ADD — 0.1% +0.0% 4.1 81,573 +2,783 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% +0.0% 4.1 111,995 -4,147 5 —
☆DES funds › WISDOMTREE TR ADD — 0.1% +0.0% 4.1 100,523 +363 5 —
☆DDSQ funds › INNOVATOR ETFS TRUST ADD — 0.1% +0.0% 4.1 193,264 +50,165 2 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 4.1 102,930 +4,204 5 —
☆AVRE funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 4.0 84,291 +5,699 5 —
☆APO funds › APOLLO GLOBAL MGMT INC TRIM — 0.1% +0.0% 4.0 33,725 -362 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 4.0 31,036 -1,898 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% +0.0% 4.0 78,356 +3,256 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 3.9 43,218 +24,558 5 —
☆DVY funds › ISHARES TR TRIM — 0.1% -0.0% 3.9 25,192 -4,949 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% +0.0% 3.9 68,900 -2,552 5 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.1% -0.0% 3.9 205,537 -281 5 —
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 3.9 70,898 +3,511 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% +0.0% 3.8 9,012 -365 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 3.8 10,385 +724 5 —
☆NOW funds › SERVICENOW INC ADD — 0.1% +0.0% 3.8 38,198 +7,616 5 —
☆MMM funds › 3M CO TRIM — 0.1% +0.0% 3.8 23,320 -108 5 —
☆IUSG funds › ISHARES TR TRIM — 0.1% +0.0% 3.8 20,021 -400 5 —
☆HYD funds › VANECK ETF TRUST ADD — 0.1% +0.0% 3.8 72,804 +3,364 5 —
☆TBIL funds › RBB FD INC TRIM — 0.1% -0.0% 3.7 75,134 -13,678 5 —
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.1% +0.0% 3.7 19,163 +2,670 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 3.7 3,154 -199 5 —
☆TYLD funds › CAMBRIA ETF TR TRIM — 0.1% -0.0% 3.7 146,494 -1,338 3 —
☆FENI funds › FIDELITY COVINGTON TRUST TRIM — 0.1% +0.0% 3.7 91,134 -4,173 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 3.6 39,551 -5,730 5 —
☆IEFA funds › ISHARES TR TRIM — 0.1% -0.2% 3.6 37,505 -90,282 5 —
☆HTAB funds › HARTFORD FDS EXCHANGE TRADED TRIM — 0.1% -0.0% 3.6 186,550 -20,874 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% +0.0% 3.6 8,579 -12 5 —
☆PFE funds › PFIZER INC TRIM — 0.1% -0.0% 3.6 147,571 -21,711 5 —
☆RSBA funds › TIDAL TRUST II TRIM — 0.1% -0.1% 3.5 168,575 -327,443 5 —
☆VIS funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 3.5 9,740 +1,131 5 —
☆CGHM funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 3.5 134,990 +15,339 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 3.5 20,492 -80 5 —
☆SNOW funds › SNOWFLAKE INC ADD — 0.1% +0.0% 3.5 13,682 +66 5 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 3.5 42,824 -5,956 5 —
☆WTIP funds › WISDOMTREE TR TRIM — 0.1% -0.0% 3.4 99,006 -24,193 3 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 3.4 87,790 +2,102 5 —
☆EDOW funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 3.4 77,225 +5,186 5 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 3.4 56,276 -8,933 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.1% +0.0% 3.4 4,637 -20 5 —
☆DON funds › WISDOMTREE TR ADD — 0.1% +0.0% 3.3 59,256 +878 5 —
☆KOMP funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 3.3 46,566 -921 5 —
☆FRDM funds › EA SERIES TRUST ADD — 0.1% +0.0% 3.3 45,621 +129 5 —
☆SCHH funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 3.3 137,744 +13,660 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 3.2 64,986 +4,556 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.0% 3.2 76,353 -13,215 5 —
☆IXN funds › ISHARES TR ADD — 0.1% +0.0% 3.2 22,305 +281 5 —
☆CEF funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.1% -0.0% 3.2 79,900 -14,941 5 —
☆DE funds › DEERE & CO TRIM — 0.1% -0.0% 3.2 5,045 -777 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 3.2 44,220 -11,862 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 3.2 14,352 +14,352 1 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 3.1 79,994 +3,672 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 3.1 16,986 -4,515 5 —
☆CMI funds › CUMMINS INC TRIM — 0.1% -0.0% 3.1 4,375 -2,086 5 —
☆MLPX funds › GLOBAL X FDS ADD — 0.1% +0.0% 3.1 42,024 +3,078 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 3.1 12,734 -5,318 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 3.1 34,318 +154 5 —
☆SNSR funds › GLOBAL X FDS TRIM — 0.1% +0.0% 3.0 60,921 -3,344 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.1% 3.0 59,474 -57,756 5 —
☆JPLD funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 3.0 57,903 -8,623 5 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.1% +0.0% 3.0 58,677 +28,115 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 3.0 70,615 +2,001 5 —
☆XLBI funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 3.0 123,884 +6,449 2 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.1% -0.0% 3.0 80,573 -15,307 5 —
☆TBUX funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.1% +0.0% 3.0 59,421 +52,743 2 —
☆HEFA funds › ISHARES TR TRIM — 0.1% +0.0% 2.9 62,481 -1,974 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.0% 2.9 34,153 +4,685 5 —
☆BA funds › BOEING CO TRIM — 0.1% +0.0% 2.9 13,479 -262 5 —
☆GXC funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 2.9 33,465 +2,350 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 2.9 32,920 +25,714 5 —
☆FDX funds › FEDEX CORP TRIM — 0.1% -0.0% 2.9 9,224 -729 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC TRIM — 0.1% +0.0% 2.9 9,679 -97 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP TRIM — 0.1% +0.0% 2.9 9,076 -969 5 —
☆SPIB funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 2.8 85,164 +613 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 2.8 17,958 +646 5 —
☆PWB funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% +0.0% 2.8 16,797 +0 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 2.8 76,252 -10,012 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.1% -0.0% 2.8 37,112 -910 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.1% -0.0% 2.8 8,851 -409 5 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 2.7 22,434 +427 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.1% -0.0% 2.7 19,113 -3,140 5 —
☆LVHD funds › LEGG MASON ETF INVT TRIM — 0.1% -0.0% 2.7 62,099 -660 5 —
☆CRM funds › SALESFORCE INC ADD — 0.1% +0.0% 2.7 17,364 +4,664 5 —
☆EVTR funds › MORGAN STANLEY ETF TRUST ADD — 0.1% +0.0% 2.7 53,615 +3,660 4 —
☆HFMF funds › TIDAL TRUST I ADD — 0.1% +0.0% 2.7 126,158 +103,304 2 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% +0.0% 2.7 7,907 -77 5 —
☆CSHI funds › NEOS ETF TRUST TRIM — 0.1% -0.0% 2.7 53,886 -2,928 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 2.7 29,714 -26,812 5 —
☆BUFF funds › INNOVATOR ETFS TRUST TRIM — 0.1% +0.0% 2.7 50,738 -1,998 5 —
☆IGV funds › ISHARES TR ADD — 0.1% +0.0% 2.7 29,375 +1,200 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% +0.0% 2.6 2,613 -90 5 —
☆CGW funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 2.6 40,163 +2,859 5 —
☆UBSI funds › UNITED BANKSHARES INC WEST V TRIM — 0.0% +0.0% 2.6 57,348 -551 5 —
☆VFLO funds › VICTORY PORTFOLIOS II ADD — 0.0% +0.0% 2.6 57,365 +7,321 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.0% +0.0% 2.6 72,545 -824 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% +0.0% 2.6 24,605 -608 5 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% +0.0% 2.6 10,477 +1,652 5 —
☆HYMB funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.6 101,813 +3,326 5 —
☆CGUI funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.0% -0.1% 2.6 102,100 -198,895 3 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 2.5 54,315 +2,863 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 2.5 49,187 -25,260 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 2.5 27,371 -2,795 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.0% -0.0% 2.5 9,143 -2,714 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.0% +0.0% 2.5 3,513 -227 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% +0.0% 2.5 20,285 -212 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.0% -0.0% 2.5 20,925 -377 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.0% +0.0% 2.5 5,144 -1,474 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.0% -0.0% 2.4 19,347 -4,992 5 —
☆ET funds › ENERGY TRANSFER L P TRIM — 0.0% -0.0% 2.4 127,608 -11,873 5 —
☆WPC funds › WP CAREY INC TRIM — 0.0% +0.0% 2.4 33,982 -15 5 —
☆BOND funds › PIMCO ETF TR ADD — 0.0% +0.0% 2.4 26,104 +4,810 5 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 2.4 45,909 -4,704 5 —
☆FDV funds › FEDERATED HERMES ETF TRUST ADD — 0.0% +0.0% 2.3 74,620 +2,655 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% +0.0% 2.3 6,909 -349 5 —
☆ESML funds › ISHARES TR ADD — 0.0% +0.0% 2.3 41,792 +3,997 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 2.3 6,585 -174 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.0% -0.0% 2.3 18,403 -4,557 5 —
☆GUNR funds › FLEXSHARES TR TRIM — 0.0% -0.0% 2.3 47,264 -952 5 —
☆MS funds › MORGAN STANLEY TRIM — 0.0% -0.0% 2.3 11,043 -7,094 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC TRIM — 0.0% +0.0% 2.3 4,627 -215 5 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.0% -0.0% 2.3 12,112 +169 2 —
☆IVW funds › ISHARES TR TRIM — 0.0% +0.0% 2.3 16,618 -2,564 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.0% -0.0% 2.3 31,930 -14,622 5 —
☆PSCT funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% +0.0% 2.3 24,614 -140 5 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.0% +0.0% 2.3 7,593 -142 5 —
☆FMDE funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 2.3 55,911 +285 4 —
☆KHPI funds › MANAGED PORTFOLIO SER ADD — 0.0% +0.0% 2.2 87,026 +2,269 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.0% +0.0% 2.2 74,195 -933 5 —
☆USMV funds › ISHARES TR TRIM — 0.0% -0.0% 2.2 23,197 -2,444 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% +0.0% 2.2 16,282 +302 5 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.0% +0.0% 2.2 4,524 -260 5 —
☆DCRE funds › DOUBLELINE ETF TRUST TRIM — 0.0% -0.0% 2.2 42,712 -3,302 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 2.2 35,424 -6,969 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% -0.0% 2.2 25,002 -11,466 5 —
☆ILMN funds › ILLUMINA INC TRIM — 0.0% +0.0% 2.2 12,380 -25 5 —
☆METL funds › SPROTT FDS TR ADD — 0.0% +0.0% 2.2 84,596 +7,750 2 —
☆BOXX funds › EA SERIES TRUST ADD — 0.0% +0.0% 2.2 18,403 +3,562 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.1% 2.2 11,632 -35,937 5 —
☆PVI funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 2.1 86,297 -29,499 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 2.1 9,586 +9,586 1 —
☆QWLD funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 2.1 14,120 -1,266 5 —
☆UTWO funds › RBB FD INC ADD — 0.0% +0.0% 2.1 44,237 +6,104 5 —
☆URI funds › UNITED RENTALS INC ADD — 0.0% +0.0% 2.1 1,862 +39 5 —
☆DTCR funds › GLOBAL X FDS ADD — 0.0% +0.0% 2.1 68,987 +3,136 5 —
☆FSMD funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 2.1 39,609 +955 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 2.1 30,763 +14,807 3 —
☆IWV funds › ISHARES TR TRIM — 0.0% -0.0% 2.1 4,842 -615 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% +0.0% 2.0 34,338 -253 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 2.0 27,891 +1,393 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.0% -0.0% 2.0 11,259 -5,838 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.2% 2.0 15,924 -89,149 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.0% -0.0% 2.0 35,230 -7,791 5 —
☆OBIL funds › RBB FD INC ADD — 0.0% +0.0% 2.0 40,336 +4,853 5 —
☆XBIL funds › RBB FD INC ADD — 0.0% -0.0% 2.0 40,159 +55 5 —
☆TLT funds › ISHARES TR ADD — 0.0% +0.0% 2.0 23,168 +1,905 5 —
☆QEFA funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 2.0 20,844 -3,675 5 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.0% -0.0% 2.0 77,059 -4,759 5 —
☆PNW funds › PINNACLE WEST CAP CORP ADD — 0.0% +0.0% 2.0 18,681 +1,057 5 —
☆PFF funds › ISHARES TR TRIM — 0.0% -0.0% 2.0 65,144 -1,137 5 —
☆REET funds › ISHARES TR TRIM — 0.0% -0.0% 2.0 71,611 -28,859 2 —
☆GNT funds › GAMCO NAT RES GOLD & INCOME TRIM — 0.0% -0.0% 2.0 241,340 -126,818 5 —
☆HYG funds › ISHARES TR ADD — 0.0% +0.0% 2.0 24,532 +7,429 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% -0.1% 1.9 14,618 -33,000 5 —
☆ROK funds › ROCKWELL AUTOMATION INC TRIM — 0.0% +0.0% 1.9 3,913 -184 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.0% -0.0% 1.9 58,131 -31,358 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.0% 1.9 13,062 -5,172 5 —
☆RSPA funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.0% -0.1% 1.9 35,796 -53,699 5 —
☆IVE funds › ISHARES TR TRIM — 0.0% -0.0% 1.9 8,407 -1,361 5 —
☆GRMN funds › GARMIN LTD TRIM — 0.0% -0.0% 1.9 8,021 -86 5 —
☆RAAX funds › VANECK ETF TRUST ADD — 0.0% -0.0% 1.9 47,537 +771 3 —
☆HBAN funds › HUNTINGTON BANCSHARES INC TRIM — 0.0% +0.0% 1.9 105,675 -2,963 5 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 1.8 6,122 +5,363 5 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.0% 1.8 35,004 -33,117 5 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.0% +0.0% 1.8 7,372 -1 5 —
☆ARKB funds › ARK 21SHARES BITCOIN ETF TRIM — 0.0% -0.0% 1.8 92,666 -1,429 5 —
☆EBAY funds › EBAY INC. TRIM — 0.0% +0.0% 1.8 15,962 -310 5 —
☆XLEI funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 1.8 70,317 +3,063 2 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 1.8 11,581 -722 5 —
☆C funds › CITIGROUP INC TRIM — 0.0% -0.0% 1.8 12,568 -4,764 5 —
☆SHY funds › ISHARES TR TRIM — 0.0% -0.0% 1.7 20,868 -15,655 5 —
☆STOT funds › SSGA ACTIVE TR TRIM — 0.0% -0.0% 1.7 36,252 -3,640 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 1.7 10,161 -46 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN TRIM — 0.0% -0.0% 1.7 33,084 -291 5 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% +0.0% 1.7 24,558 -1,404 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 1.7 60,226 +3,411 5 —
☆IWN funds › ISHARES TR ADD — 0.0% +0.0% 1.7 7,488 +216 5 —
☆SMIG funds › ETF SER SOLUTIONS TRIM — 0.0% +0.0% 1.6 50,194 -3,072 5 —
☆GGN funds › GAMCO GLOBAL GOLD NAT RES & ADD — 0.0% +0.0% 1.6 339,118 +192,943 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 1.6 9,577 +9,577 1 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 1.6 78,959 -15,090 5 —
☆RBLX funds › ROBLOX CORP ADD — 0.0% +0.0% 1.6 30,034 +3,498 5 —
☆CTAS funds › CINTAS CORP TRIM — 0.0% -0.0% 1.6 9,600 -45 5 —
☆ITA funds › ISHARES TR TRIM — 0.0% +0.0% 1.6 6,674 -437 5 —
☆IBB funds › ISHARES TR TRIM — 0.0% +0.0% 1.6 8,457 -453 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.0% +0.0% 1.6 4,748 +58 5 —
☆BPRE funds › BLUEROCK PVT REAL ESTATE FD ADD — 0.0% +0.0% 1.6 123,003 +33,245 3 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 1.6 64,652 +15,625 3 —
☆DXJ funds › WISDOMTREE TR TRIM — 0.0% +0.0% 1.6 8,988 -224 5 —
☆GNR funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 1.6 23,112 -251 5 —
☆SPTS funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 1.5 52,985 +1,443 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.0% -0.1% 1.5 3,544 -38,231 5 —
☆DECK funds › DECKERS OUTDOOR CORP ADD — 0.0% -0.0% 1.5 15,429 +468 5 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.0% +0.0% 1.5 15,183 +6,752 5 —
☆EVSM funds › MORGAN STANLEY ETF TRUST ADD — 0.0% +0.0% 1.5 30,244 +7,133 4 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.5 14,187 -1,730 5 —
☆FMAT funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 1.5 25,902 +2,827 5 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.0% +0.0% 1.5 13,132 +250 5 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.5 18,155 -27,511 5 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.0% -0.0% 1.5 3,788 +89 5 —
☆AIQ funds › GLOBAL X FDS ADD — 0.0% +0.0% 1.5 22,827 +859 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 1.5 11,006 -4,620 5 —
☆IJT funds › ISHARES TR ADD — 0.0% +0.0% 1.5 8,340 +8 5 —
☆IWO funds › ISHARES TR TRIM — 0.0% +0.0% 1.5 3,780 -205 5 —
☆EXC funds › EXELON CORP TRIM — 0.0% -0.0% 1.5 31,766 -575 5 —
☆XSVN funds › BONDBLOXX ETF TRUST ADD — 0.0% +0.0% 1.5 31,321 +7,605 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 1.5 19,672 -792 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 1.5 17,760 -608 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.5 27,343 -2,048 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.0% +0.0% 1.4 5,067 -188 5 —
☆FFEB funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% +0.0% 1.4 23,703 +0 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 1.4 29,840 -946 5 —
☆DEM funds › WISDOMTREE TR ADD — 0.0% +0.0% 1.4 26,811 +2,442 5 —
☆IWP funds › ISHARES TR TRIM — 0.0% -0.0% 1.4 9,719 -1,520 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 1.4 48,817 +712 5 —
☆EEM funds › ISHARES TR TRIM — 0.0% -0.0% 1.4 20,554 -39,377 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.0% +0.0% 1.4 40,380 -1,670 5 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.0% -0.0% 1.4 5,490 -616 5 —
☆WCMI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 1.4 70,863 +113 4 —
☆NVR funds › NVR INC ADD — 0.0% +0.0% 1.4 203 +2 5 —
☆CUSIP:02072Q176 funds › EA SERIES TRUST NEW — 0.0% +0.0% 1.4 26,964 +26,964 1 —
☆MOOD funds › EA SERIES TRUST ADD — 0.0% +0.0% 1.4 31,505 +1,298 4 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.0% -0.0% 1.4 4,569 -5,509 5 —
☆ILCG funds › ISHARES TR ADD — 0.0% +0.0% 1.4 11,577 +1,428 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.0% -0.0% 1.4 1,792 -435 5 —
☆ATCL funds › REX ETF TR NEW — 0.0% +0.0% 1.4 54,455 +54,455 1 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.0% 1.3 7,027 -455 5 —
☆ICOW funds › PACER FDS TR TRIM — 0.0% -0.0% 1.3 31,688 -4,669 5 —
☆PSI funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 1.3 7,020 +3,414 5 —
☆GCOW funds › PACER FDS TR ADD — 0.0% +0.0% 1.3 30,441 +6,403 5 —
☆ESGD funds › ISHARES TR ADD — 0.0% +0.0% 1.3 12,809 +1,724 5 —
☆LIN funds › LINDE PLC TRIM — 0.0% -0.0% 1.3 2,534 -485 5 —
☆VCR funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 1.3 3,309 -676 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 1.3 3,757 -2,713 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 1.3 12,503 +7,447 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 1.3 7,220 +112 5 —
☆COWG funds › PACER FDS TR TRIM — 0.0% +0.0% 1.3 31,728 -1,024 4 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 1.3 15,395 +12,843 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 1.3 3,799 -82 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 1.3 31,155 +3,328 5 —
☆PYPL funds › PAYPAL HLDGS INC ADD — 0.0% +0.0% 1.3 29,158 +6,040 5 —
☆CSX funds › CSX CORP TRIM — 0.0% +0.0% 1.3 26,488 -2,886 5 —
☆BTGD funds › TIDAL TRUST II ADD — 0.0% -0.0% 1.3 64,740 +18,373 5 —
☆GWX funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 1.2 28,547 +704 5 —
☆MDST funds › ULTIMUS MANAGERS TR ADD — 0.0% +0.0% 1.2 43,259 +12,835 4 —
☆XMAG funds › TIDAL TRUST II HOLD — 0.0% +0.0% 1.2 47,504 +0 3 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 1.2 22,330 -7,797 5 —
☆DSL funds › DOUBLELINE INCOME SOLUTIONS TRIM — 0.0% -0.0% 1.2 110,390 -9,260 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 1.2 24,070 +752 5 —
☆IWS funds › ISHARES TR ADD — 0.0% +0.0% 1.2 7,393 +269 5 —
☆RSST funds › TIDAL TRUST II ADD — 0.0% +0.0% 1.2 37,119 +2,630 5 —
☆YEAR funds › AB ACTIVE ETFS INC TRIM ETP 0.0% -0.0% 1.2 24,071 -1,119 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 1.2 19,719 +42 5 —
☆LQD funds › ISHARES TR ADD — 0.0% +0.0% 1.2 11,023 +5,302 5 —
☆CMF funds › ISHARES TR ADD — 0.0% +0.0% 1.2 20,707 +1,293 5 —
☆STRK funds › STRATEGY INC TRIM — 0.0% -0.0% 1.2 20,274 -518 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 1.2 21,178 +8,614 5 —
☆RKLB funds › ROCKET LAB CORP ADD — 0.0% +0.0% 1.2 11,666 +5,424 4 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.0% -0.0% 1.2 2,264 -953 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.0% -0.0% 1.2 4,341 -1,364 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 1.2 14,306 -5,851 5 —
☆IHAK funds › ISHARES TR TRIM — 0.0% +0.0% 1.2 19,126 -449 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.0% 1.2 5,184 -735 5 —
☆TIP funds › ISHARES TR TRIM — 0.0% -0.0% 1.2 10,596 -1,230 5 —
☆PSK funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 1.2 37,743 -2,520 5 —
☆GPC funds › GENUINE PARTS CO TRIM — 0.0% +0.0% 1.2 9,751 -744 5 —
☆XTRE funds › BONDBLOXX ETF TRUST TRIM — 0.0% -0.0% 1.1 23,248 -6 5 —
☆JXN funds › JACKSON FINANCIAL INC TRIM — 0.0% -0.0% 1.1 11,124 -730 5 —
☆XONE funds › BONDBLOXX ETF TRUST ADD — 0.0% -0.0% 1.1 23,044 +540 5 —
☆IMCG funds › ISHARES TR ADD — 0.0% +0.0% 1.1 11,571 +481 3 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.0% -0.0% 1.1 10,209 -1,229 5 —
☆SPIP funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 1.1 43,891 +3,638 5 —
☆XFIV funds › BONDBLOXX ETF TRUST TRIM — 0.0% -0.0% 1.1 23,026 -820 5 —
☆MTUM funds › ISHARES TR ADD — 0.0% +0.0% 1.1 3,236 +1,647 5 —
☆EMHY funds › ISHARES INC ADD — 0.0% +0.0% 1.1 27,210 +2,459 4 —
☆SAR funds › SARATOGA INVT CORP TRIM — 0.0% -0.0% 1.1 49,141 -1,432 5 —
☆LNC funds › LINCOLN NATL CORP IND ADD — 0.0% -0.0% 1.1 30,999 +454 5 —
☆UTEN funds › RBB FD INC TRIM — 0.0% -0.0% 1.1 25,346 -38,552 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 1.1 7,216 -883 5 —
☆ARKG funds › ARK ETF TR ADD — 0.0% +0.0% 1.1 25,946 +8,808 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.0% +0.0% 1.1 6,383 -278 5 —
☆GDX funds › VANECK ETF TRUST ADD — 0.0% -0.0% 1.1 14,288 +1,045 5 —
☆IRM funds › IRON MTN INC DEL TRIM — 0.0% +0.0% 1.1 8,501 -1,192 5 —
☆EQT funds › EQT CORP ADD — 0.0% -0.0% 1.1 20,094 +124 4 —

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 5,274 1084 0.09 27% 0.013 0.627 — in
2026Q1 5,143 1073 0.08 26% 0.012 0.658 — in
2025Q4 5,091 1066 0.07 26% 0.012 0.635 — in
2025Q3 4,800 1017 0.05 27% 0.013 0.669 — in
2025Q2 4,383 969 0.10 27% 0.013 0.615 — entered
2025Q1 3,728 903 0.00 26% 0.012 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