Fund Universe

← Fund Universe

☆HHM Wealth Advisors, LLC

CIK 0001750086 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.827
AUM ($M)
994
Positions
896
Turnover
0.05
Top-10 wt
68%
Herfindahl
0.079
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 500 of 957 positions (showing top 500 by weight) · portfolio value $994M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 17.0% -1.3% 168.5 5,312,613 +156,107 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 15.3% +0.4% 152.3 5,258,356 +111,765 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 12.7% +0.6% 126.2 3,728,072 +133,079 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 5.8% +0.3% 57.9 856,429 +42,057 5 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 3.8% -0.6% 37.7 1,298,928 -9,269 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 3.1% +0.0% 31.0 1,118,071 +43,792 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 3.1% -0.0% 30.7 318,158 +13,909 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 2.8% +0.9% 28.1 224,884 +74,455 2 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 2.0% +0.1% 20.1 381,584 +39,318 5 —
☆AAPL funds › APPLE INC TRIM — 2.0% -0.0% 19.9 68,653 -127 5 —
☆FNDE funds › SCHWAB STRATEGIC TR ADD — 1.9% +0.0% 19.1 480,918 +47,789 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 1.8% -0.1% 17.9 75,800 +70 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 1.8% +0.0% 17.4 472,953 -10,530 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 1.7% +0.2% 17.3 479,778 +14,408 5 —
☆CALF funds › PACER FDS TR TRIM — 1.3% -0.7% 12.7 250,104 -130,102 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.0% -0.1% 10.0 26,765 +1,869 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.8% +0.1% 8.2 34,412 +2,924 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.5% +0.1% 5.4 5,112 +15 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.5% +0.0% 5.3 26,350 +1,567 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.0% 4.5 12,723 +139 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 4.1 47,512 +39,543 5 —
☆IVV funds › ISHARES TR ADD — 0.4% +0.0% 3.7 4,953 +212 5 —
☆GOOG funds › ALPHABET INC ADD — 0.4% +0.0% 3.6 10,313 +691 5 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.0% 3.6 93,414 +49 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.4% -0.0% 3.5 10,692 +138 5 —
☆NSC funds › NORFOLK SOUTHN CORP ADD — 0.3% -0.0% 3.2 10,223 +8 5 —
☆USMV funds › ISHARES TR TRIM — 0.3% -0.1% 3.0 31,408 -9,824 5 —
☆JPUS funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.0% 2.9 20,536 -1,265 5 —
☆TFI funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 2.9 62,805 -12,289 5 —
☆UNM funds › UNUM GROUP ADD — 0.3% +0.0% 2.8 31,593 +262 5 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.3% +0.1% 2.8 43,550 +0 5 —
☆FNDB funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 2.7 88,708 -1,785 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 2.6 2,201 +97 5 —
☆CSRE funds › COHEN & STEERS ETF TRUST ADD — 0.3% +0.1% 2.6 91,071 +33,663 2 —
☆TSLA funds › TESLA INC ADD — 0.2% -0.0% 2.5 5,904 +51 5 —
☆V funds › VISA INC ADD — 0.2% +0.0% 2.5 7,233 +1,143 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 2.4 9,421 +36 5 —
☆HD funds › HOME DEPOT INC ADD — 0.2% -0.0% 2.4 6,710 +42 5 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.2% -0.0% 2.4 22,761 -220 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.2% +0.0% 2.3 3,178 -1 3 —
☆CWI funds › SPDR INDEX SHS FDS TRIM — 0.2% -0.0% 2.3 56,539 -3,035 5 —
☆SFBS funds › SERVISFIRST BANCSHARES INC TRIM — 0.2% -0.0% 2.2 25,565 -1,769 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% +0.1% 2.1 18,210 +315 5 —
☆IWF funds › ISHARES TR ADD — 0.2% +0.0% 2.1 17,220 +12,911 5 —
☆META funds › META PLATFORMS INC ADD — 0.2% +0.1% 2.1 3,756 +1,739 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.2% +0.0% 2.0 22,476 +0 5 —
☆WMT funds › WALMART INC ADD — 0.2% -0.0% 2.0 17,218 +243 5 —
☆SO funds › SOUTHERN CO TRIM — 0.2% -0.0% 1.9 20,111 -424 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 1.9 2,751 +33 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.1% 1.8 1,579 -1,253 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 1.8 4,886 -108 5 —
☆HCA funds › HCA HEALTHCARE INC HOLD — 0.2% -0.1% 1.7 4,460 +0 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 1.7 11,367 +53 5 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 1.7 69,932 -2,350 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.2% -0.0% 1.6 54,286 -4,940 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% -0.1% 1.6 11,740 +223 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.2% -0.0% 1.5 6,826 +12 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.0% 1.5 65,187 +1,359 5 —
☆STRL funds › STERLING INFRASTRUCTURE INC HOLD — 0.1% +0.1% 1.5 1,734 +0 5 —
☆MSTR funds › STRATEGY INC TRIM — 0.1% -0.1% 1.4 16,511 -1,500 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 1.4 6,365 +90 5 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 1.4 3,619 +13 5 —
☆MLR funds › MILLER INDS INC TENN ADD — 0.1% +0.0% 1.3 26,070 +9,313 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 1.3 5,167 +242 5 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 1.3 44,577 +0 5 —
☆SGOV funds › ISHARES TR TRIM — 0.1% -0.1% 1.3 13,007 -3,028 5 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% -0.0% 1.3 25,741 -142 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 1.3 1,906 -75 5 —
☆TM funds › TOYOTA MOTOR CORP ADD — 0.1% -0.0% 1.2 7,379 +1,150 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.1% +0.1% 1.2 2,065 +68 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% +0.0% 1.2 2,820 -557 5 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 1.2 15,188 -407 5 —
☆RWO funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 1.1 22,494 -711 5 —
☆AVGO funds › BROADCOM INC ADD — 0.1% +0.0% 1.1 2,935 +397 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.1 31,279 +574 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 1.1 907 -26 5 —
☆ISTB funds › ISHARES TR TRIM — 0.1% -0.0% 1.0 21,598 -731 5 —
☆DXPE funds › DXP ENTERPRISES INC TRIM — 0.1% -0.0% 1.0 5,959 -680 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 1.0 17,332 +160 5 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 0.9 11,661 -294 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.1% +0.0% 0.9 1,253 +6 5 —
☆FEGE funds › RBB FUND TRUST ADD — 0.1% +0.0% 0.9 19,055 +4,085 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.9 6,070 +0 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 0.9 1,200 -5 5 —
☆CMI funds › CUMMINS INC TRIM — 0.1% +0.0% 0.9 1,279 -19 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -0.0% 0.9 12,540 -31 5 —
☆ILCG funds › ISHARES TR HOLD — 0.1% +0.0% 0.9 7,625 +0 5 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.1% +0.0% 0.9 2,510 +20 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.0% 0.9 6,288 -2,071 5 —
☆UBER funds › UBER TECHNOLOGIES INC HOLD — 0.1% -0.0% 0.9 11,792 +0 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 0.8 9,447 +86 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.8 22,835 -499 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 0.8 11,276 -92 5 —
☆FTNT funds › FORTINET INC ADD — 0.1% +0.0% 0.8 5,240 +6 3 —
☆RSPH funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 0.8 23,915 +800 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.1% +0.1% 0.8 800 +800 1 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 0.8 4,185 -46 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 0.8 9,562 -1,150 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.7 1 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.1% -0.0% 0.7 4,529 +0 5 —
☆ALL funds › ALLSTATE CORP TRIM — 0.1% -0.0% 0.7 3,006 -235 5 —
☆IOO funds › ISHARES TR HOLD — 0.1% -0.0% 0.7 5,106 +0 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.7 5,402 -24 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.7 3,613 +55 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.7 3,575 +131 3 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.1% -0.0% 0.7 5,173 -30 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 0.6 4,367 +152 5 —
☆PNFP funds › PINNACLE FINL PARTNERS INC HOLD — 0.1% +0.0% 0.6 6,144 +0 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.6 3,587 +3,587 1 —
☆MAA funds › MID-AMER APT CMNTYS INC TRIM — 0.1% -0.0% 0.6 4,385 -480 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 0.6 2,226 +73 5 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.1% +0.0% 0.6 6,411 -286 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.6 3,565 +145 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.1% -0.0% 0.6 5,047 +733 5 —
☆OKE funds › ONEOK INC NEW TRIM — 0.1% -0.0% 0.6 6,645 -122 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.0% 0.6 1,552 +12 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.1% -0.0% 0.6 7,959 -496 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.1% -0.0% 0.6 8,973 -163 5 —
☆JPIN funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% -0.0% 0.5 7,585 +0 5 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.1% -0.0% 0.5 2,137 -36 5 —
☆FHN funds › FIRST HORIZON CORPORATION HOLD — 0.1% -0.0% 0.5 21,239 +0 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 0.5 3,277 +1,931 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 0.5 1,785 +80 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% -0.0% 0.5 6,406 +1 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 0.5 5,823 -77 5 —
☆DIS funds › DISNEY WALT CO HOLD — 0.1% -0.0% 0.5 5,417 +0 5 —
☆CRWV funds › COREWEAVE INC HOLD — 0.1% +0.0% 0.5 5,199 +0 5 —
☆GLW funds › CORNING INC TRIM — 0.1% +0.0% 0.5 1,988 -180 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.0% -0.0% 0.5 4,207 -35 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.5 1,620 -25 5 —
☆AMGN funds › AMGEN INC ADD — 0.0% -0.0% 0.5 1,352 +65 5 —
☆NUKZ funds › EXCHANGE TRADED CONCEPTS TRU TRIM — 0.0% -0.0% 0.5 7,071 -95 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.5 12,951 +0 5 —
☆ASML funds › ASML HLDG NV ADD — 0.0% +0.0% 0.5 236 +15 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.0% -0.0% 0.5 1,369 +16 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.0% +0.0% 0.5 2,499 +585 5 —
☆RGLD funds › ROYAL GOLD INC ADD — 0.0% -0.0% 0.5 2,301 +20 5 —
☆TSEM funds › TOWER SEMICONDUCTOR LTD HOLD — 0.0% +0.0% 0.4 1,700 +0 2 —
☆RMBS funds › RAMBUS INC DEL HOLD — 0.0% +0.0% 0.4 3,335 +0 5 —
☆LOW funds › LOWES COS INC ADD — 0.0% -0.0% 0.4 1,996 +18 5 —
☆DE funds › DEERE & CO ADD — 0.0% +0.0% 0.4 689 +86 5 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% -0.0% 0.4 2,132 +0 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.4 3,038 -5 5 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.4 1,365 +0 5 —
☆SNA funds › SNAP ON INC ADD — 0.0% -0.0% 0.4 1,014 +14 5 —
☆TFC funds › TRUIST FINL CORP TRIM — 0.0% -0.0% 0.4 8,078 -32 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.0% -0.0% 0.4 423 +24 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.0% -0.0% 0.4 769 +10 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.0% -0.0% 0.4 5,046 -61 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% -0.0% 0.4 4,112 -100 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% -0.0% 0.4 723 +0 5 —
☆IYW funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 1,475 +0 5 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.4 4,232 +3,141 5 —
☆FNDC funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.3 7,163 +0 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.0% -0.0% 0.3 814 -47 5 —
☆MMIT funds › NEW YORK LIFE INVTS ACTIVE E NEW — 0.0% +0.0% 0.3 14,208 +14,208 1 —
☆SMBK funds › SMARTFINANCIAL INC ADD — 0.0% +0.0% 0.3 7,332 +2,250 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% -0.0% 0.3 1,305 +5 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.0% +0.0% 0.3 693 +417 5 —
☆KKR funds › KKR & CO INC ADD — 0.0% -0.0% 0.3 3,599 +1 5 —
☆RPG funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.3 5,080 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.3 4,025 +3,224 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.0% +0.0% 0.3 320 +28 5 —
☆EFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 3,097 -500 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.3 1,318 +0 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.0% 0.3 1,660 -74 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.3 1,868 +44 5 —
☆CW funds › CURTISS WRIGHT CORP HOLD — 0.0% -0.0% 0.3 410 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.0% +0.0% 0.3 904 +158 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.0% -0.0% 0.3 606 +0 5 —
☆DGRW funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.3 3,101 -139 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.0% -0.0% 0.3 559 -116 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 0.3 952 +750 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% +0.0% 0.3 1,979 +185 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.0% -0.0% 0.3 797 +9 5 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.3 2,000 +0 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 0.3 1,636 +246 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.3 1,237 +10 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.0% 0.3 1,641 -19 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.3 2,245 +1,861 5 —
☆XLRE funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.3 6,066 +0 5 —
☆IDV funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 6,443 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.0% +0.0% 0.3 928 +41 5 —
☆UPS funds › UNITED PARCEL SVCS INC HOLD — 0.0% -0.0% 0.3 2,410 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.3 3,058 +0 5 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.2 1,173 +103 5 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.2 11,607 -108 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR ADD — 0.0% +0.0% 0.2 1,688 +1,055 5 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN HOLD — 0.0% -0.0% 0.2 1,104 +0 5 —
☆DOV funds › DOVER CORP TRIM — 0.0% -0.0% 0.2 1,065 -30 5 —
☆OZK funds › BANK OZK LITTLE ROCK ARK HOLD — 0.0% -0.0% 0.2 4,520 +0 5 —
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP ADD — 0.0% +0.0% 0.2 1,213 +4 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.2 810 +0 5 —
☆NVS funds › NOVARTIS AG HOLD — 0.0% -0.0% 0.2 1,449 +0 5 —
☆IJS funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,660 +0 5 —
☆SCHC funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.2 4,715 +0 5 —
☆SPYG funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.2 1,905 +0 5 —
☆IDEV funds › ISHARES TR ADD — 0.0% +0.0% 0.2 2,534 +1,594 5 —
☆CBZ funds › CBIZ INC ADD — 0.0% +0.0% 0.2 7,000 +3,000 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.2 3,744 -450 5 —
☆CINF funds › CINCINNATI FINL CORP HOLD — 0.0% +0.0% 0.2 1,204 +0 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.2 1,250 +1,200 5 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC HOLD — 0.0% -0.0% 0.2 8,855 +0 5 —
☆DGRO funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 2,830 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.0% +0.0% 0.2 497 +382 5 —
☆IEFA funds › ISHARES TR ADD — 0.0% +0.0% 0.2 2,198 +1,485 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% -0.0% 0.2 4,938 +228 5 —
☆ILCB funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 2,000 +0 5 —
☆TGT funds › TARGET CORP TRIM — 0.0% -0.0% 0.2 1,581 -22 3 —
☆OEF funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 557 +0 5 —
☆TSCO funds › TRACTOR SUPPLY CO TRIM — 0.0% -0.0% 0.2 6,341 -598 5 —
☆DJD funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.2 3,139 +0 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.0% +0.0% 0.2 275 +0 5 —
☆CLX funds › CLOROX CO DEL ADD — 0.0% -0.0% 0.2 2,071 +101 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.2 3,651 -189 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.2 3,781 +0 5 —
☆MUB funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,774 +1,306 2 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.2 5,715 +473 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.0% -0.0% 0.2 698 +45 5 —
☆SIMO funds › SILICON MOTION TECHNOLOGY CO HOLD — 0.0% +0.0% 0.2 550 +0 5 —
☆SPYM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.2 2,076 +0 5 —
☆EVRG funds › EVERGY INC HOLD — 0.0% -0.0% 0.2 2,074 +0 5 —
☆IWM funds › ISHARES TR TRIM — 0.0% +0.0% 0.2 591 -31 5 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.2 580 +521 5 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 0.2 760 +38 5 —
☆GRMN funds › GARMIN LTD ADD — 0.0% -0.0% 0.2 725 +27 5 —
☆D funds › DOMINION ENERGY INC HOLD — 0.0% -0.0% 0.2 2,503 +0 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.0% -0.0% 0.2 1,120 +33 5 —
☆IJR funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,137 +1 5 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 0.2 340 +0 2 —
☆BWIN funds › THE BALDWIN INSURANCE GRP IN HOLD — 0.0% +0.0% 0.2 6,270 +0 5 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.0% +0.0% 0.2 1,611 +1,500 5 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 0.2 508 -6 5 —
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.2 2,041 +0 5 —
☆IRM funds › IRON MTN INC DEL TRIM — 0.0% +0.0% 0.2 1,234 -10 5 —
☆AGG funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,574 -21 5 —
☆TDG funds › TRANSDIGM GROUP INC HOLD — 0.0% +0.0% 0.2 117 +0 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.0% +0.0% 0.2 2,065 -25 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.2 1,934 -71 5 —
☆PPH funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.1 1,350 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.1 1,152 +481 5 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.1 6,101 +90 5 —
☆DHI funds › D R HORTON INC HOLD — 0.0% +0.0% 0.1 900 +0 5 —
☆NTAP funds › NETAPP INC HOLD — 0.0% +0.0% 0.1 945 +0 5 —
☆GPC funds › GENUINE PARTS CO HOLD — 0.0% -0.0% 0.1 1,230 +0 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.0% +0.0% 0.1 198 +0 3 —
☆ASST funds › STRIVE INC NEW — 0.0% +0.0% 0.1 13,000 +13,000 1 —
☆IXUS funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,485 +0 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.0% +0.0% 0.1 525 +89 5 —
☆MAIN funds › MAIN STR CAP CORP TRIM — 0.0% -0.0% 0.1 2,709 -76 5 —
☆RSPF funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.1 1,800 +0 5 —
☆CUSIP:74347R248 funds › PROSHARES TR HOLD — 0.0% -0.0% 0.1 1,635 +0 5 —
☆CGNX funds › COGNEX CORP ADD — 0.0% +0.0% 0.1 1,924 +1 5 —
☆EHC funds › ENCOMPASS HEALTH CORP HOLD — 0.0% -0.0% 0.1 1,378 +0 5 —
☆IWD funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 549 -9 5 —
☆BTI funds › BRITISH AMERN TOB PLC HOLD — 0.0% -0.0% 0.1 2,139 +0 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.0% -0.0% 0.1 1,323 +17 5 —
☆LUNR funds › INTUITIVE MACHINES INC HOLD — 0.0% +0.0% 0.1 6,000 +0 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.0% -0.0% 0.1 2,376 +261 5 —
☆NET funds › CLOUDFLARE INC ADD — 0.0% +0.0% 0.1 516 +500 5 —
☆BIP funds › BROOKFIELD INFRASTRUCTURE PA TRIM — 0.0% -0.0% 0.1 3,464 -99 5 —
☆GM funds › GENERAL MTRS CO HOLD — 0.0% -0.0% 0.1 1,628 +0 5 —
☆PHDG funds › INVESCO ACTIVELY MANAGED EXC HOLD — 0.0% -0.0% 0.1 3,052 +0 5 —
☆IWN funds › ISHARES TR ADD — 0.0% +0.0% 0.1 555 +155 2 —
☆IREN funds › IREN LIMITED HOLD — 0.0% +0.0% 0.1 2,665 +0 2 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.0% -0.0% 0.1 2,329 +20 5 —
☆IDR funds › IDAHO STRATEGIC RESOURCES ADD — 0.0% +0.0% 0.1 3,662 +1,000 4 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.0% +0.0% 0.1 819 +113 5 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.0% -0.0% 0.1 1,073 -41 5 —
☆PDP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.1 773 -140 5 —
☆TEVA funds › TEVA PHARMACEUTICAL INDS LTD HOLD — 0.0% -0.0% 0.1 3,460 +0 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 0.1 1,145 +118 5 —
☆BWXT funds › BWX TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.1 595 +0 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 0.1 995 -25 5 —
☆HDV funds › ISHARES TR ADD — 0.0% -0.0% 0.1 4,100 +3,280 5 —
☆EXR funds › EXTRA SPACE STORAGE INC HOLD — 0.0% -0.0% 0.1 772 +0 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 0.1 666 -74 5 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.0% +0.0% 0.1 767 +97 5 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.0% -0.0% 0.1 1,194 +0 5 —
☆IWB funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 258 +0 5 —
☆SPHD funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 2,065 +0 3 —
☆IUSG funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 558 -80 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.0% -0.0% 0.1 250 -18 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC HOLD — 0.0% -0.0% 0.1 5,715 +0 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD HOLD — 0.0% -0.0% 0.1 1,054 +0 5 —
☆HII funds › HUNTINGTON INGALLS INDS INC HOLD — 0.0% -0.0% 0.1 355 +0 5 —
☆ECH funds › ISHARES INC HOLD — 0.0% -0.0% 0.1 2,500 +0 2 —
☆STN funds › STANTEC INC HOLD — 0.0% -0.0% 0.1 1,421 +0 5 —
☆RIO funds › RIO TINTO PLC TRIM — 0.0% -0.0% 0.1 1,030 -319 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.0% -0.0% 0.1 138 +0 5 —
☆STLD funds › STEEL DYNAMICS INC TRIM — 0.0% -0.0% 0.1 419 -77 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.1 605 -340 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.0% +0.0% 0.1 388 +49 5 —
☆IVW funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 689 +0 5 —
☆SNPS funds › SYNOPSYS INC HOLD — 0.0% -0.0% 0.1 212 +0 5 —
☆IWO funds › ISHARES TR ADD — 0.0% +0.0% 0.1 237 +87 5 —
☆RWR funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 825 +0 5 —
☆DNP funds › DNP SELECT INCOME FD INC TRIM — 0.0% -0.0% 0.1 8,599 -25 5 —
☆BLK funds › BLACKROCK INC ADD — 0.0% +0.0% 0.1 96 +16 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% +0.0% 0.1 856 +47 5 —
☆IBDR funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 3,775 +0 5 —
☆IBDT funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 3,600 +0 5 —
☆IBDS funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 3,750 +0 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% -0.0% 0.1 4,748 +13 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.1 797 +0 5 —
☆ENB funds › ENBRIDGE INC TRIM — 0.0% -0.0% 0.1 1,657 -100 5 —
☆PAAS funds › PAN AMERN SILVER CORP HOLD — 0.0% -0.0% 0.1 2,000 +0 2 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.0% -0.0% 0.1 225 +21 5 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.0% -0.0% 0.1 182 -14 5 —
☆IBDU funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 3,830 +0 3 —
☆VONV funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.1 834 +630 5 —
☆SPSM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 1,536 +0 5 —
☆TEL funds › TE CONNECTIVITY PLC HOLD — 0.0% -0.0% 0.1 433 +0 5 —
☆JBL funds › JABIL INC HOLD — 0.0% +0.0% 0.1 225 +0 5 —
☆VXF funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.1 352 +0 5 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.0% -0.0% 0.1 233 -60 5 —
☆DDOG funds › DATADOG INC NEW — 0.0% +0.0% 0.1 328 +328 1 —
☆OKTA funds › OKTA INC TRIM — 0.0% -0.0% 0.1 625 -625 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V HOLD — 0.0% +0.0% 0.1 303 +0 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.1 2,136 +0 3 —
☆VSXY funds › VICTORIAS SECRET AND CO HOLD — 0.0% +0.0% 0.1 986 +0 5 —
☆MHK funds › MOHAWK INDS INC HOLD — 0.0% +0.0% 0.1 675 +0 5 —
☆SUN funds › SUNOCO LP/SUNOCO FIN CORP HOLD — 0.0% -0.0% 0.1 1,200 +0 5 —
☆NKE funds › NIKE INC ADD — 0.0% -0.0% 0.1 1,940 +17 5 —
☆SPDW funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.1 1,540 +0 2 —
☆VDE funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.1 505 -615 5 —
☆DLR funds › DIGITAL RLTY TR INC HOLD — 0.0% -0.0% 0.1 420 +0 5 —
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI HOLD — 0.0% +0.0% 0.1 285 +0 5 —
☆SUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 700 +0 5 —
☆JMOM funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% +0.0% 0.1 868 +0 5 —
☆BFB funds › BROWN FORMAN CORP HOLD — 0.0% -0.0% 0.1 2,748 +0 5 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.1 594 +0 5 —
☆AEE funds › AMEREN CORP HOLD — 0.0% -0.0% 0.1 639 +0 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.0% -0.0% 0.1 695 -257 5 —
☆CB funds › CHUBB LIMITED ADD — 0.0% +0.0% 0.1 210 +27 5 —
☆JETS funds › ETF SER SOLUTIONS HOLD — 0.0% +0.0% 0.1 2,140 +0 5 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 781 +0 5 —
☆FMDE funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.1 1,724 +1,724 1 —
☆UCB funds › UNITED CMNTY BKS BLAIRSVLE G HOLD — 0.0% -0.0% 0.1 1,963 +0 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD — 0.0% -0.0% 0.1 1,065 +67 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% -0.0% 0.1 1,183 +83 5 —
☆BATRK funds › ATLANTA BRAVES HLDGS INC HOLD — 0.0% +0.0% 0.1 1,280 +0 5 —
☆NFG funds › NATIONAL FUEL GAS CO HOLD — 0.0% -0.0% 0.1 855 +0 5 —
☆BHP funds › BHP BILLITON LIMITED TRIM — 0.0% -0.0% 0.1 790 -440 5 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.1 1,444 +0 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.1 680 +395 2 —
☆USAR funds › USA RARE EARTH INC ADD — 0.0% +0.0% 0.1 3,040 +1,634 2 —
☆BJ funds › BJS WHSL CLUB HLDGS INC HOLD — 0.0% -0.0% 0.1 750 +0 5 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.0% -0.0% 0.1 1,864 -18 5 —
☆URI funds › UNITED RENTALS INC HOLD — 0.0% +0.0% 0.1 57 +0 5 —
☆DLTR funds › DOLLAR TREE INC HOLD — 0.0% -0.0% 0.1 532 +0 5 —
☆UAL funds › UNITED AIRLS HLDGS INC HOLD — 0.0% +0.0% 0.1 464 +0 5 —
☆ARKG funds › ARK ETF TR NEW — 0.0% +0.0% 0.1 1,500 +1,500 1 —
☆CBSH funds › COMMERCE BANCSHARES INC HOLD — 0.0% +0.0% 0.1 1,080 +0 5 —
☆ALB funds › ALBEMARLE CORP HOLD — 0.0% -0.0% 0.1 459 +0 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.1 234 +1 3 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.1 730 +107 5 —
☆ORI funds › OLD REP INTL CORP HOLD — 0.0% -0.0% 0.1 1,500 +0 5 —
☆GSK funds › GSK PLC ADD — 0.0% +0.0% 0.1 1,152 +225 5 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.0% -0.0% 0.1 516 +31 5 —
☆IWY funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 207 +0 5 —
☆IYH funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 890 +0 5 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR HOLD — 0.0% +0.0% 0.1 238 +0 5 —
☆EQT funds › EQT CORP HOLD — 0.0% -0.0% 0.1 1,104 +0 5 —
☆BOND funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.1 632 +0 5 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC ADD — 0.0% -0.0% 0.1 176 +6 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T HOLD — 0.0% -0.0% 0.1 2,125 +0 4 —
☆IDXX funds › IDEXX LABS INC HOLD — 0.0% -0.0% 0.1 110 +0 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 311 +13 5 —
☆TTD funds › THE TRADE DESK INC TRIM — 0.0% -0.0% 0.1 3,180 -500 5 —
☆ETY funds › EATON VANCE TAX-MANAGED DIVE ADD — 0.0% -0.0% 0.1 3,878 +77 5 —
☆GPK funds › GRAPHIC PACKAGING HLDG CO ADD — 0.0% +0.0% 0.1 5,175 +4,555 5 —
☆ITA funds › ISHARES TR ADD — 0.0% -0.0% 0.1 225 +1 5 —
☆PAVE funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.1 925 +0 2 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.0% -0.0% 0.1 940 -156 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.0% -0.0% 0.1 585 -45 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.1 642 +535 3 —
☆QABA funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 785 +0 5 —
☆IONQ funds › IONQ INC ADD — 0.0% +0.0% 0.1 975 +740 5 —
☆EOG funds › EOG RES INC HOLD — 0.0% -0.0% 0.1 400 +0 5 —
☆MWA funds › MUELLER WTR PRODS INC HOLD — 0.0% -0.0% 0.1 2,000 +0 5 —
☆ICSH funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,014 +0 5 —
☆IVE funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 225 +0 5 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 0.1 234 -40 5 —
☆SPSB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 1,690 +0 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.1 167 +3 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% +0.0% 0.1 630 +327 3 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 877 +877 1 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 1,088 +2 5 —
☆CORZ funds › CORE SCIENTIFIC INC NEW HOLD — 0.0% +0.0% 0.0 1,926 +0 5 —
☆FFIN funds › FIRST FINL BANKSHARES INC ADD — 0.0% +0.0% 0.0 1,401 +660 4 —
☆IYE funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 849 +0 5 —
☆LTC funds › LTC PPTYS INC HOLD — 0.0% -0.0% 0.0 1,248 +0 5 —
☆EXG funds › EATON VANCE TAX-MANAGED GLOB ADD — 0.0% +0.0% 0.0 4,825 +98 5 —
☆LIN funds › LINDE PLC ADD — 0.0% +0.0% 0.0 91 +16 5 —
☆APH funds › AMPHENOL CORP ADD — 0.0% +0.0% 0.0 267 +51 2 —
☆IJT funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 263 +0 5 —
☆GPN funds › GLOBAL PMTS INC HOLD — 0.0% -0.0% 0.0 637 +0 5 —
☆LRCX funds › LAM RESEARCH CORP HOLD — 0.0% +0.0% 0.0 105 +0 4 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.0% +0.0% 0.0 203 +25 5 —
☆FNY funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.0 404 +0 5 —
☆IHE funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 450 +0 5 —
☆F funds › FORD MTR CO TRIM — 0.0% -0.0% 0.0 3,167 -1,970 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% -0.0% 0.0 200 +0 3 —
☆NVT funds › NVENT ELEC PLC HOLD — 0.0% +0.0% 0.0 258 +0 5 —
☆VLTO funds › VERALTO CORP HOLD — 0.0% -0.0% 0.0 492 +0 5 —
☆IVZ funds › INVESCO LTD HOLD — 0.0% -0.0% 0.0 1,650 +0 5 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.0 285 +285 1 —
☆MTB funds › M & T BK CORP HOLD — 0.0% +0.0% 0.0 180 +0 5 —
☆ONB funds › OLD NATL BANCORP IND HOLD — 0.0% +0.0% 0.0 1,653 +0 5 —
☆ARW funds › ARROW ELECTRS INC HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆BN funds › BROOKFIELD CORP HOLD — 0.0% -0.0% 0.0 983 +0 5 —
☆ASTS funds › AST SPACEMOBILE INC HOLD — 0.0% -0.0% 0.0 465 +0 5 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.0 292 +199 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.0 334 +0 5 —
☆BHRB funds › BURKE HERBERT FINL SVCS CORP HOLD — 0.0% +0.0% 0.0 560 +0 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.0 341 +41 5 —
☆MFC funds › MANULIFE FINL CORP HOLD — 0.0% +0.0% 0.0 984 +0 5 —
☆SKT funds › TANGER INC HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆XLC funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 368 +0 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% +0.0% 0.0 124 +0 5 —
☆FORM funds › FORMFACTOR INC HOLD — 0.0% +0.0% 0.0 244 +0 5 —
☆LAMR funds › LAMAR ADVERTISING CO ADD — 0.0% +0.0% 0.0 250 +100 5 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.0% +0.0% 0.0 115 +29 3 —
☆NEM funds › NEWMONT CORP ADD — 0.0% -0.0% 0.0 406 +25 5 —
☆PHM funds › PULTE GROUP INC HOLD — 0.0% +0.0% 0.0 274 +0 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP HOLD — 0.0% -0.0% 0.0 881 +0 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% -0.0% 0.0 277 +27 5 —
☆DRI funds › DARDEN RESTAURANTS INC HOLD — 0.0% -0.0% 0.0 181 +0 5 —
☆HYZD funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 1,656 +0 5 —
☆OLN funds › OLIN CORP HOLD — 0.0% -0.0% 0.0 1,866 +0 5 —
☆WTW funds › WILLIS TOWERS WATSON PLC LTD HOLD — 0.0% -0.0% 0.0 140 +0 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.0% -0.0% 0.0 125 +31 5 —
☆DKNG funds › DRAFTKINGS INC NEW TRIM — 0.0% -0.0% 0.0 1,400 -75 5 —
☆SU funds › SUNCOR ENERGY INC NEW ADD — 0.0% -0.0% 0.0 647 +124 5 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.0% +0.0% 0.0 100 +10 5 —
☆IWR funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 312 +0 5 —
☆EXPD funds › EXPEDITORS INTL WASH INC HOLD — 0.0% -0.0% 0.0 210 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.0% -0.0% 0.0 249 +0 5 —
☆CTAS funds › CINTAS CORP HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.0 123 +0 5 —
☆QTUM funds › ETF SER SOLUTIONS TRIM — 0.0% +0.0% 0.0 205 -37 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.0% -0.0% 0.0 266 +21 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.0% -0.0% 0.0 449 -100 5 —
☆CNQ funds › CANADIAN NAT RES LTD MED TER ADD — 0.0% -0.0% 0.0 845 +225 5 —
☆IBB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 175 +0 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.0 444 +0 5 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.0 267 -29 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 490 +0 2 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% +0.0% 0.0 524 +222 5 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.0% +0.0% 0.0 150 +6 5 —
☆DTM funds › DT MIDSTREAM INC HOLD — 0.0% -0.0% 0.0 220 +0 5 —
☆CAH funds › CARDINAL HEALTH INC HOLD — 0.0% -0.0% 0.0 135 +0 5 —
☆WELD funds › TEMA ETF TRUST HOLD — 0.0% +0.0% 0.0 490 +0 5 —
☆MMM funds › 3M CO HOLD — 0.0% -0.0% 0.0 189 +0 5 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T HOLD — 0.0% -0.0% 0.0 1,167 +0 4 —
☆MSI funds › MOTOROLA SOLUTIONS INC HOLD — 0.0% -0.0% 0.0 73 +0 5 —
☆NOW funds › SERVICENOW INC ADD — 0.0% +0.0% 0.0 304 +224 5 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.0% +0.0% 0.0 274 +190 5 —
☆STAG funds › STAG INDUSTRIAL INC HOLD — 0.0% -0.0% 0.0 790 +0 5 —
☆HAE funds › HAEMONETICS CORP MASS HOLD — 0.0% +0.0% 0.0 400 +0 5 —
☆TECK funds › TECK RESOURCES LTD TRIM — 0.0% -0.0% 0.0 500 -100 5 —
☆WKC funds › WORLD KINECT CORPORATION HOLD — 0.0% +0.0% 0.0 900 +0 5 —
☆IBLC funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 614 +0 5 —
☆CELH funds › CELSIUS HLDGS INC HOLD — 0.0% -0.0% 0.0 1,007 +0 5 —
☆MCK funds › MCKESSON CORP ADD — 0.0% -0.0% 0.0 39 +3 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.0 148 +0 5 —
☆BCS funds › BARCLAYS PLC ADD — 0.0% +0.0% 0.0 1,084 +462 3 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 246 +0 5 —
☆IEUR funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 381 +0 3 —
☆WEST funds › WESTROCK COFFEE CO HOLD — 0.0% +0.0% 0.0 3,500 +0 5 —
☆PDI funds › PIMCO DYNAMIC INCOME FD TRIM — 0.0% -0.0% 0.0 1,699 -420 5 —
☆PYPL funds › PAYPAL HLDGS INC TRIM — 0.0% -0.0% 0.0 657 -250 5 —
☆AU funds › ANGLOGOLD ASHANTI PLC HOLD — 0.0% -0.0% 0.0 350 +0 4 —
☆FEOE funds › RBB FUND TRUST ADD — 0.0% +0.0% 0.0 530 +378 4 —
☆OXY funds › OCCIDENTAL PETE CORP ADD — 0.0% -0.0% 0.0 583 +1 5 —
☆DMC funds › DEL MONTE CORP HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆NTRS funds › NORTHERN TR CORP HOLD — 0.0% +0.0% 0.0 160 +0 5 —
☆LUV funds › SOUTHWEST AIRLS CO HOLD — 0.0% +0.0% 0.0 540 +0 5 —
☆IWL funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 150 +0 5 —
☆BA funds › BOEING CO TRIM — 0.0% -0.0% 0.0 126 -120 5 —
☆EQR funds › EQUITY RESIDENTIAL HOLD — 0.0% +0.0% 0.0 400 +0 5 —
☆APP funds › APPLOVIN CORP HOLD — 0.0% +0.0% 0.0 52 +0 5 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.0% +0.0% 0.0 362 +62 5 —
☆CUSIP:78473E103 funds › SPX TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.0 107 +0 3 —
☆KR funds › KROGER CO HOLD — 0.0% -0.0% 0.0 469 +0 5 —
☆IXN funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 178 +0 3 —
☆BUD funds › ANHEUSER BUSCH INBEV SA NV ADD — 0.0% +0.0% 0.0 309 +79 5 —
☆NBIS funds › NEBIUS GROUP N.V. ADD — 0.0% +0.0% 0.0 92 +62 4 —
☆RYAN funds › RYAN SPECIALTY HOLDINGS INC HOLD — 0.0% -0.0% 0.0 665 +0 5 —
☆SYY funds › SYSCO CORP HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆LPX funds › LOUISIANA PAC CORP HOLD — 0.0% -0.0% 0.0 316 +0 5 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 0.0 74 +34 5 —
☆AON funds › AON PLC HOLD — 0.0% -0.0% 0.0 74 +0 5 —
☆ARKK funds › ARK ETF TR TRIM — 0.0% -0.0% 0.0 300 -50 5 —
☆MSM funds › MSC INDL DIRECT INC HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆HTGC funds › HERCULES CAPITAL INC HOLD — 0.0% -0.0% 0.0 1,500 +0 5 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 0.0 46 -26 5 —
☆SAP funds › SAP SE HOLD — 0.0% -0.0% 0.0 152 +0 5 —
☆BBWI funds › BATH & BODY WORKS INC HOLD — 0.0% +0.0% 0.0 1,010 +0 5 —

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 994 896 0.05 68% 0.079 0.825 — in
2026Q1 867 875 0.07 67% 0.080 0.789 — in
2025Q4 847 843 0.03 69% 0.079 0.816 — in
2025Q3 864 853 0.03 68% 0.078 0.816 — in
2025Q2 841 862 0.07 68% 0.078 0.795 — entered
2025Q1 743 922 0.00 68% 0.075 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