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☆Vishria Bird Financial Group, LLC

CIK 0001746438 · holdings for 2025Q3 (change vs 2025Q2) · in signal universe
Quality Q
0.071
AUM ($M)
510
Positions
97
Turnover
0.40
Top-10 wt
52%
Herfindahl
0.043
History (qtrs)
3
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 105 positions · portfolio value $510M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IBDT funds › ISHARES TR NEW — 13.0% +13.0% 66.5 2,604,008 +2,604,008 1 —
☆GOOGL funds › ALPHABET INC TRIM — 5.8% -1.3% 29.4 121,008 -295 2 —
☆IBMQ funds › ISHARES TR ADD — 5.8% +5.6% 29.3 1,144,685 +1,128,756 2 —
☆AAPL funds › APPLE INC TRIM — 4.8% -1.8% 24.7 96,839 -1,101 2 —
☆FDX funds › FEDEX CORP ADD — 4.7% -2.4% 24.2 102,647 +7,508 2 —
☆IBDV funds › ISHARES TR NEW — 3.8% +3.8% 19.4 877,222 +877,222 1 —
☆IBDU funds › ISHARES TR NEW — 3.8% +3.8% 19.4 826,064 +826,064 1 —
☆IBDW funds › ISHARES TR NEW — 3.8% +3.8% 19.4 912,481 +912,481 1 —
☆MSFT funds › MICROSOFT CORP ADD — 3.6% -2.2% 18.3 35,377 +431 2 —
☆AMZN funds › AMAZON COM INC ADD — 3.1% -2.2% 15.9 72,610 +79 2 —
☆CUSIP:20717M103 funds › CONFLUENT INC ADD — 2.9% -3.3% 14.8 745,621 +1,440 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 2.9% -1.6% 14.6 24,344 -93 2 —
☆PAVE funds › GLOBAL X FDS TRIM — 2.8% -1.6% 14.4 302,058 -1,296 2 —
☆BSCW funds › INVESCO EXCH TRD SLF IDX FD ADD — 2.8% -1.1% 14.4 687,736 +111,127 2 —
☆IJR funds › ISHARES TR TRIM — 2.6% -1.5% 13.3 112,036 -282 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.5% -1.4% 12.7 212,357 +4,152 2 —
☆TJUL funds › INNOVATOR ETFS TRUST TRIM — 2.2% -1.5% 11.2 381,472 -964 2 —
☆IBMT funds › ISHARES TR NEW — 2.1% +2.1% 10.6 408,263 +408,263 1 —
☆IBMS funds › ISHARES TR ADD — 2.0% +1.9% 10.4 399,566 +383,687 2 —
☆IBDS funds › ISHARES TR NEW — 2.0% +2.0% 9.9 408,784 +408,784 1 —
☆IBMR funds › ISHARES TR ADD — 1.9% +1.8% 9.8 382,903 +366,807 2 —
☆IJH funds › ISHARES TR TRIM — 1.7% -1.0% 8.6 131,791 -446 2 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD TRIM — 1.6% -1.1% 8.3 443,196 -3,855 2 —
☆BX funds › BLACKSTONE INC TRIM — 1.6% -0.8% 8.3 48,669 -124 2 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 1.6% -0.9% 8.0 123,700 -134 2 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 1.5% -0.9% 7.7 11,576 +0 2 —
☆IBMP funds › ISHARES TR ADD — 1.2% +1.0% 5.9 232,359 +216,455 2 —
☆BSCV funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.9% -0.6% 4.7 280,579 -1,937 2 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.9% -0.6% 4.5 49,478 +509 2 —
☆AVGO funds › BROADCOM INC NEW — 0.7% +0.7% 3.8 11,383 +11,383 1 —
☆GOOG funds › ALPHABET INC ADD — 0.7% -0.1% 3.3 13,622 +423 2 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.5% -0.3% 2.6 59,035 -5 2 —
☆IBDR funds › ISHARES TR NEW — 0.4% +0.4% 2.1 86,973 +86,973 1 —
☆IWB funds › ISHARES TR HOLD — 0.3% -0.2% 1.5 4,182 +0 2 —
☆COIN funds › COINBASE GLOBAL INC ADD — 0.3% -0.1% 1.4 4,278 +1,396 2 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.3% -0.2% 1.3 2,638 +10 2 —
☆TSLA funds › TESLA INC TRIM — 0.2% -0.1% 1.2 2,785 -105 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.2% +0.0% 1.2 6,622 +2,878 2 —
☆PMAY funds › INNOVATOR ETFS TRUST HOLD — 0.2% -0.1% 1.2 30,411 +0 2 —
☆AMPL funds › AMPLITUDE INC TRIM — 0.2% -0.5% 1.2 108,430 -69,779 2 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 1.1 34,243 +10,390 2 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.1% 1.1 42,363 -6 2 —
☆IVV funds › ISHARES TR HOLD — 0.2% -0.1% 1.1 1,664 +0 2 —
☆ORCL funds › ORACLE CORP ADD — 0.2% -0.1% 1.1 3,766 +149 2 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.2% -0.1% 1.0 4,030 +0 2 —
☆IOT funds › SAMSARA INC ADD — 0.2% -0.0% 0.9 25,122 +9,570 2 —
☆FNDX funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.1% 0.9 33,648 +0 2 —
☆FXO funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.2% -0.1% 0.9 14,475 +0 2 —
☆HLAL funds › LISTED FDS TR ADD — 0.2% -0.1% 0.8 14,280 +6 2 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.2% +0.0% 0.8 5,759 +828 2 —
☆CVX funds › CHEVRON CORP NEW ADD — 0.2% -0.1% 0.8 5,285 +65 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% -0.1% 0.8 1,609 +2 2 —
☆ABNB funds › AIRBNB INC ADD — 0.1% -0.1% 0.8 6,288 +1,050 2 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% -0.1% 0.8 2,299 +0 2 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.1% 0.8 17,086 +0 2 —
☆WMT funds › WALMART INC ADD — 0.1% -0.1% 0.7 7,087 +118 2 —
☆JPM funds › JPMORGAN CHASE & CO. ADD — 0.1% -0.1% 0.7 2,075 +162 2 —
☆FNDE funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.1% 0.6 17,172 +0 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% -0.1% 0.6 2,431 +89 2 —
☆META funds › META PLATFORMS INC NEW — 0.1% +0.1% 0.6 830 +830 1 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR HOLD — 0.1% -0.1% 0.6 989 +0 2 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.1% 0.6 24,476 +0 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.6 920 +140 2 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.1% 0.5 6,119 +364 2 —
☆DIA funds › SPDR DOW JONES INDL AVERAGE HOLD — 0.1% -0.1% 0.5 1,101 +0 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.5 2,585 +50 2 —
☆IVW funds › ISHARES TR HOLD — 0.1% -0.1% 0.5 3,964 +0 2 —
☆POCT funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.1% 0.5 11,031 +0 2 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.5 2,712 +31 2 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.4 1,586 +0 2 —
☆HD funds › HOME DEPOT INC ADD — 0.1% -0.0% 0.4 1,094 +9 2 —
☆FHN funds › FIRST HORIZON CORPORATION ADD — 0.1% -0.0% 0.4 19,223 +63 2 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.4 15,494 +0 2 —
☆AMRX funds › AMNEAL PHARMACEUTICALS INC ADD — 0.1% -0.0% 0.4 42,064 +272 2 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% -0.0% 0.4 1,258 +31 2 —
☆APP funds › APPLOVIN CORP NEW — 0.1% +0.1% 0.4 571 +571 1 —
☆PJUL funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.4 8,851 +0 2 —
☆SHOP funds › SHOPIFY INC HOLD — 0.1% -0.0% 0.4 2,710 +0 2 —
☆ABBV funds › ABBVIE INC ADD — 0.1% -0.0% 0.4 1,644 +102 2 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.4 11,007 +0 2 —
☆FNDC funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.4 7,909 +0 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% -0.0% 0.3 1,230 +36 2 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% -0.0% 0.3 6,934 +0 2 —
☆RBLX funds › ROBLOX CORP NEW — 0.1% +0.1% 0.3 2,190 +2,190 1 —
☆NFLX funds › NETFLIX INC ADD — 0.1% -0.0% 0.3 243 +21 2 —
☆BAC funds › BANK AMERICA CORP ADD — 0.1% -0.0% 0.3 5,353 +45 2 —
☆SCHC funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.3 5,822 +0 2 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.3 2,556 +144 2 —
☆PKG funds › PACKAGING CORP AMER ADD — 0.0% -0.0% 0.2 1,093 +2 2 —
☆DFIV funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.2 5,103 +5,103 1 —
☆DIHP funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.2 7,733 +7,733 1 —
☆IMTM funds › ISHARES TR NEW — 0.0% +0.0% 0.2 4,907 +4,907 1 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.2 757 +0 2 —
☆UMMA funds › LISTED FDS TR ADD — 0.0% -0.0% 0.2 8,057 +26 2 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.2 4,649 +4,649 1 —
☆PXH funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.2 8,127 +8,127 1 —
☆GERN funds › GERON CORP HOLD — 0.0% -0.0% 0.0 24,265 +0 2 —
☆USFR funds › WISDOMTREE TR EXIT — 0.0% -0.7% 0.0 0 -43,218 0 —
☆HYMB funds › SPDR SERIES TRUST EXIT — 0.0% -1.8% 0.0 0 -219,173 0 —
☆PM funds › PHILIP MORRIS INTL INC EXIT — 0.0% -0.1% 0.0 0 -1,132 0 —
☆TFLO funds › ISHARES TR EXIT — 0.0% -2.3% 0.0 0 -139,471 0 —
☆VTEB funds › VANGUARD MUN BD FDS EXIT — 0.0% -2.2% 0.0 0 -135,312 0 —
☆SGOV funds › ISHARES TR EXIT — 0.0% -0.4% 0.0 0 -10,700 0 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.2% 0.0 0 -15,137 0 —
☆FSMB funds › FIRST TR EXCH TRADED FD III EXIT — 0.0% -0.6% 0.0 0 -89,701 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
2025Q3 510 97 0.40 52% 0.043 0.065 — in
2025Q2 301 89 0.11 55% 0.040 0.436 — entered
2025Q1 294 83 0.00 58% 0.044 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