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☆MBM WEALTH CONSULTANTS, LLC

CIK 0001762068 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.606
AUM ($M)
519
Positions
123
Turnover
0.11
Top-10 wt
64%
Herfindahl
0.051
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 394 positions · portfolio value $519M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VUG funds › VANGUARD INDEX FDS ADD — 11.1% +0.2% 57.4 666,368 +558,248 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 10.0% -1.2% 52.0 329,351 -2,025 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 9.7% -0.4% 50.3 73,189 -668 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 5.5% -0.1% 28.4 560,962 +79,495 5 —
☆PULS funds › PGIM ETF TR ADD — 5.5% -0.3% 28.3 570,844 +66,907 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 5.2% -0.2% 26.8 1,110,545 +147,695 5 —
☆JPLD funds › J P MORGAN EXCHANGE TRADED F ADD — 5.2% +1.1% 26.8 513,387 +174,314 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 4.6% -0.4% 23.6 77,964 -4,754 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 4.3% +0.0% 22.4 314,916 +23,647 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 3.2% +3.0% 16.7 207,708 +205,003 5 —
☆IEI funds › ISHARES TR ADD — 2.5% -0.0% 13.0 111,055 +17,854 5 —
☆BOND funds › PIMCO ETF TR NEW — 2.5% +2.5% 12.9 140,381 +140,381 1 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 2.4% -0.4% 12.5 245,679 +9,124 5 —
☆AAPL funds › APPLE INC ADD — 1.5% +0.6% 7.5 26,078 +10,870 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 1.3% +0.6% 6.9 15,869 +343 5 —
☆SMMU funds › PIMCO ETF TR ADD — 0.9% -0.0% 4.6 92,079 +12,444 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.8% -0.0% 4.0 33,944 -2,826 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.7% -0.1% 3.9 44,032 -2,876 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.7% -0.1% 3.8 61,919 -499 5 —
☆VLO funds › VALERO ENERGY CORP TRIM — 0.7% -0.1% 3.7 14,167 -484 5 —
☆GOOG funds › ALPHABET INC ADD — 0.7% +0.1% 3.4 9,673 +630 5 —
☆IVV funds › ISHARES TR TRIM — 0.6% -0.0% 3.4 4,477 -63 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.6% +0.0% 3.2 16,242 +810 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.6% +0.0% 3.2 13,291 +908 5 —
☆ABBV funds › ABBVIE INC ADD — 0.6% -0.0% 3.0 12,001 +312 5 —
☆URI funds › UNITED RENTALS INC ADD — 0.5% +0.2% 2.8 2,472 +251 5 —
☆NET funds › CLOUDFLARE INC ADD — 0.5% +0.1% 2.8 11,233 +1,174 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.5% -0.0% 2.4 6,364 +840 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.5% +0.0% 2.4 4,750 +600 5 —
☆FDX funds › FEDEX CORP ADD — 0.4% -0.1% 2.3 7,364 +655 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.4% +0.0% 2.2 12,554 +12,130 5 —
☆HD funds › HOME DEPOT INC ADD — 0.4% +0.0% 2.2 6,149 +1,011 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.4% -0.1% 2.2 2,312 +259 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.4% -0.0% 2.2 9,699 +1,212 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.4% +0.0% 2.1 4,242 +657 5 —
☆VSDM funds › VANGUARD MUN BD FDS NEW — 0.4% +0.4% 2.1 27,594 +27,594 1 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.4% 2.1 1,753 +1,746 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.4% -0.1% 2.1 4,061 +507 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.4% +0.1% 2.0 4,820 -53 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.4% -0.0% 2.0 21,681 +2,952 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.4% -0.0% 1.9 38,357 +2,375 5 —
☆CGSM funds › CAPITAL GRP FIXED INCM ETF T NEW — 0.4% +0.4% 1.9 73,473 +73,473 1 —
☆CI funds › THE CIGNA GROUP ADD — 0.4% +0.0% 1.8 6,683 +933 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.3% -0.0% 1.8 31,187 -2,331 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.3% -0.0% 1.7 20,831 +0 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.3% -0.0% 1.7 33,319 +1,783 5 —
☆PGR funds › PROGRESSIVE CORP TRIM — 0.3% -0.0% 1.6 7,440 -64 5 —
☆BX funds › BLACKSTONE INC ADD — 0.3% +0.0% 1.6 13,765 +2,719 5 —
☆COO funds › COOPER COS INC TRIM — 0.3% -0.1% 1.6 22,275 -254 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.3% -0.1% 1.6 12,594 +1,883 5 —
☆TMUS funds › T-MOBILE US INC ADD — 0.3% -0.1% 1.5 9,149 +1,478 5 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN ADD — 0.3% +0.0% 1.5 17,492 +1,372 5 —
☆SPMD funds › SPDR SERIES TRUST NEW — 0.3% +0.3% 1.4 20,788 +20,788 1 —
☆LUV funds › SOUTHWEST AIRLS CO ADD — 0.3% +0.1% 1.4 27,191 +3,009 5 —
☆ORCL funds › ORACLE CORP ADD — 0.3% +0.3% 1.4 9,335 +9,111 2 —
☆FCFS funds › FIRSTCASH HOLDINGS INC ADD — 0.3% +0.0% 1.4 6,304 +528 5 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL ADD — 0.2% -0.0% 1.3 2,327 +215 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.2% -0.0% 1.2 21,375 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.2% +0.1% 1.2 1,012 +12 3 —
☆P funds › EVERPURE INC ADD — 0.2% +0.0% 1.1 13,861 +1,715 5 —
☆SUB funds › ISHARES TR TRIM — 0.2% -0.7% 1.0 9,541 -26,353 5 —
☆ADBE funds › ADOBE INC TRIM — 0.2% -0.1% 1.0 4,949 -61 5 —
☆RKT funds › ROCKET COS INC ADD — 0.2% +0.0% 1.0 60,606 +10,461 3 —
☆BA funds › BOEING CO ADD — 0.2% +0.0% 0.9 3,989 +642 5 —
☆NU funds › NU HLDGS LTD ADD — 0.2% -0.0% 0.9 64,567 +11,091 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 0.8 2,992 +439 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% +0.0% 0.8 6,104 +2,084 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.2% -0.0% 0.8 2,395 +0 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.2% -0.0% 0.8 14,057 +309 4 —
☆USB funds › US BANCORP ADD — 0.1% +0.0% 0.7 12,142 +617 5 —
☆TNL funds › TRAVEL PLUS LEISURE CO ADD — 0.1% -0.0% 0.7 8,709 +507 5 —
☆CTRE funds › CARETRUST REIT INC ADD — 0.1% -0.0% 0.7 16,454 +406 5 —
☆KGS funds › KODIAK GAS SVCS INC TRIM — 0.1% -0.0% 0.6 8,535 -1,183 3 —
☆OKE funds › ONEOK INC NEW ADD — 0.1% -0.0% 0.6 7,324 +135 5 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.1% +0.1% 0.6 6,121 +6,121 1 —
☆ORI funds › OLD REP INTL CORP ADD — 0.1% -0.0% 0.6 14,718 +1,678 5 —
☆FHI funds › FEDERATED HERMES INC ADD — 0.1% -0.0% 0.6 10,840 +217 5 —
☆SO funds › SOUTHERN CO ADD — 0.1% -0.0% 0.6 6,060 +608 5 —
☆ZS funds › ZSCALER INC ADD — 0.1% +0.0% 0.6 4,049 +1,080 5 —
☆AVA funds › AVISTA CORP ADD — 0.1% -0.0% 0.6 13,970 +1,642 3 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.1% -0.0% 0.6 17,681 +258 5 —
☆CNA funds › CNA FINL CORP ADD — 0.1% +0.0% 0.6 11,475 +2,004 5 —
☆ARCC funds › ARES CAPITAL CORP TRIM — 0.1% -0.3% 0.6 29,900 -71,751 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.1% +0.0% 0.6 5,127 +557 5 —
☆AEE funds › AMEREN CORP ADD — 0.1% -0.0% 0.6 4,879 +22 5 —
☆O funds › REALTY INCOME CORP ADD — 0.1% +0.0% 0.5 8,848 +1,332 5 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 0.5 25,787 +4,817 5 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.1% +0.1% 0.5 3,488 +3,488 1 —
☆SR funds › SPIRE INC ADD — 0.1% -0.0% 0.5 6,742 +494 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.1% -0.0% 0.5 7,686 +518 3 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 0.5 4,081 +301 5 —
☆CLX funds › CLOROX CO DEL ADD — 0.1% +0.0% 0.5 5,431 +1,442 4 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.5 12,232 +765 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.5 6,065 +0 5 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.1% -0.0% 0.5 6,799 +1,110 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% -0.0% 0.5 4,497 +286 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.5 1,388 +347 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.5 1,842 +35 5 —
☆AMT funds › AMERICAN TOWER CORP ADD — 0.1% -0.0% 0.5 2,852 +489 5 —
☆BXMT funds › BLACKSTONE MORTGAGE TRUST IN ADD — 0.1% -0.0% 0.5 26,561 +3,356 5 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 0.4 18,437 +2,340 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.4 6,189 -362 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.0% 0.4 1,198 +44 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% -0.0% 0.4 3,585 -3,246 5 —
☆CME funds › CME GROUP INC ADD — 0.1% -0.0% 0.4 1,870 +174 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 0.4 791 +76 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 0.4 350 +182 2 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.1% +0.0% 0.3 3,351 +16 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 0.3 2,126 +24 5 —
☆ASML funds › ASML HLDG NV ADD — 0.1% +0.0% 0.3 156 +8 2 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.3 6,940 +0 5 —
☆PAYX funds › PAYCHEX INC NEW — 0.1% +0.1% 0.3 3,127 +3,127 1 —
☆IEFA funds › ISHARES TR ADD — 0.1% +0.1% 0.3 2,830 +2,808 2 —
☆MMM funds › 3M CO ADD — 0.1% +0.0% 0.3 1,680 +1,470 2 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,132 +2,066 2 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.3 3,113 +2,616 2 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.2 2,716 +0 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.0% -0.0% 0.2 251 +1 4 —
☆JEF funds › JEFFERIES FINANCIAL GROUP IN TRIM — 0.0% -0.3% 0.2 4,851 -27,502 5 —
☆CNC funds › CENTENE CORP DEL HOLD — 0.0% +0.0% 0.2 3,715 +0 2 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.0% +0.0% 0.2 571 +0 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.0% +0.0% 0.2 223 +4 2 —
☆LXU funds › LSB INDS INC HOLD — 0.0% -0.0% 0.1 13,000 +0 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET EXIT — 0.0% -0.0% 0.0 0 -54 0 —
☆VNQ funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -212 0 —
☆SSNC funds › SS&C TECH HLDGS EXIT — 0.0% -0.0% 0.0 0 -327 0 —
☆CHTR funds › CHARTER COMMUNICATIONS INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.0% 0.0 0 -113 0 —
☆SNOW funds › SNOWFLAKE INC EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆LDOS funds › LEIDOS HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -343 0 —
☆TM funds › TOYOTA MOTOR CORP EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆CRWV funds › COREWEAVE INC EXIT — 0.0% -0.0% 0.0 0 -728 0 —
☆ACRS funds › ACLARIS THERAPEUTICS INC EXIT — 0.0% -0.0% 0.0 0 -3,198 0 —
☆DE funds › DEERE & CO EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆BBDC funds › BARINGS BDC INC EXIT — 0.0% -0.0% 0.0 0 -3,667 0 —
☆COP funds › CONOCOPHILLIPS EXIT — 0.0% -0.0% 0.0 0 -808 0 —
☆XLE funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -1,650 0 —
☆CSX funds › CSX CORP EXIT — 0.0% -0.0% 0.0 0 -2,000 0 —
☆MUB funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -244 0 —
☆APH funds › AMPHENOL CORP EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆USHY funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆EMR funds › EMERSON ELEC CO EXIT — 0.0% -0.0% 0.0 0 -533 0 —
☆ENB funds › ENBRIDGE INC EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆CACI funds › CACI INTL INC EXIT — 0.0% -0.0% 0.0 0 -35 0 —
☆DOW funds › DOW HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -77 0 —
☆BUSE funds › FIRST BUSEY CORP EXIT — 0.0% -0.0% 0.0 0 -319 0 —
☆IWD funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -138 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆EBAY funds › EBAY INC. EXIT — 0.0% -0.0% 0.0 0 -688 0 —
☆SYK funds › STRYKER CORPORATION EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆PG funds › PROCTER & GAMBLE CO EXIT — 0.0% -0.0% 0.0 0 -38 0 —
☆VRSK funds › VERISK ANALYTICS INC EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆VSNT funds › VERSANT MEDIA GROUP INC EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆DFIV funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -2,313 0 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC EXIT — 0.0% -0.0% 0.0 0 -59 0 —
☆GE funds › GE AEROSPACE EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆EFA funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆VFMF funds › VANGUARD WELLINGTON FD EXIT — 0.0% -0.0% 0.0 0 -346 0 —
☆TD funds › TORONTO DOMINION BK ONT EXIT — 0.0% -0.0% 0.0 0 -18 0 —
☆BP funds › BP PLC EXIT — 0.0% -0.0% 0.0 0 -1,064 0 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆VTV funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -227 0 —
☆FSLR funds › FIRST SOLAR INC EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆VOT funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -279 0 —
☆MO funds › ALTRIA GROUP INC EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆IUSV funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆VLTO funds › VERALTO CORP EXIT — 0.0% -0.0% 0.0 0 -210 0 —
☆SCHM funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -21 0 —
☆ISRG funds › INTUITIVE SURGICAL INC EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆ADI funds › ANALOG DEVICES INC EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆BCE funds › BCE INC EXIT — 0.0% -0.0% 0.0 0 -524 0 —
☆VDC funds › VANGUARD WORLD FD EXIT — 0.0% -0.0% 0.0 0 -135 0 —
☆KHC funds › KRAFT HEINZ CO EXIT — 0.0% -0.0% 0.0 0 -333 0 —
☆SNDA funds › SONIDA SENIOR LIVING INC EXIT — 0.0% -0.0% 0.0 0 -695 0 —
☆AME funds › AMETEK INC EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆ED funds › CONSOLIDATED EDISON INC EXIT — 0.0% -0.0% 0.0 0 -442 0 —
☆ECL funds › ECOLAB INC EXIT — 0.0% -0.0% 0.0 0 -612 0 —
☆PM funds › PHILIP MORRIS INTL INC EXIT — 0.0% -0.0% 0.0 0 -109 0 —
☆SMB funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -252 0 —
☆HDV funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -175 0 —
☆SPTS funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆RPV funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -336 0 —
☆ASTS funds › AST SPACEMOBILE INC EXIT — 0.0% -0.0% 0.0 0 -644 0 —
☆GS funds › GOLDMAN SACHS GROUP INC EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆RYAAY funds › RYANAIR HOLDINGS PLC EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆GWX funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.0% 0.0 0 -566 0 —
☆BLK funds › BLACKROCK INC EXIT — 0.0% -0.0% 0.0 0 -169 0 —
☆DHR funds › DANAHER CORP DEL EXIT — 0.0% -0.0% 0.0 0 -791 0 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN EXIT — 0.0% -0.0% 0.0 0 -939 0 —
☆BTI funds › BRITISH AMERN TOB PLC EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆IJR funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -136 0 —
☆SCZ funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -176 0 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.0% 0.0 0 -118 0 —
☆AQST funds › AQUESTIVE THERAPEUTICS INC EXIT — 0.0% -0.0% 0.0 0 -16,950 0 —
☆BAC funds › BANK AMERICA CORP EXIT — 0.0% -0.0% 0.0 0 -2,048 0 —
☆CVX funds › CHEVRON CORPORATION EXIT — 0.0% -0.0% 0.0 0 -94 0 —
☆CAVA funds › CAVA GROUP INC EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆BCS funds › BARCLAYS PLC EXIT — 0.0% -0.0% 0.0 0 -124 0 —
☆UMBF funds › UMB FINL CORP EXIT — 0.0% -0.0% 0.0 0 -231 0 —
☆XLK funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -146 0 —
☆SPTL funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆SBUX funds › STARBUCKS CORP EXIT — 0.0% -0.0% 0.0 0 -686 0 —
☆ICLR funds › ICON PLC EXIT — 0.0% -0.0% 0.0 0 -120 0 —
☆SAP funds › SAP SE EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆CMCSA funds › COMCAST CORP NEW EXIT — 0.0% -0.0% 0.0 0 -334 0 —
☆IAU funds › ISHARES GOLD TR EXIT — 0.0% -0.0% 0.0 0 -1,075 0 —
☆BHF funds › BRIGHTHOUSE FINL INC EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆IWB funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆SONY funds › SONY GROUP CORP EXIT — 0.0% -0.0% 0.0 0 -55 0 —
☆SJNK funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -198 0 —
☆CUSIP:143658300 funds › CARNIVAL CORP EXIT — 0.0% -0.0% 0.0 0 -1,220 0 —
☆SCHV funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -576 0 —
☆PYPL funds › PAYPAL HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -688 0 —
☆FIS funds › FIDELITY NATL INFORMATION SV EXIT — 0.0% -0.0% 0.0 0 -695 0 —
☆AMAT funds › APPLIED MATLS INC EXIT — 0.0% -0.0% 0.0 0 -112 0 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆KO funds › COCA COLA CO EXIT — 0.0% -0.0% 0.0 0 -582 0 —
☆NEE funds › NEXTERA ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -800 0 —
☆QCOM funds › QUALCOMM INC EXIT — 0.0% -0.0% 0.0 0 -377 0 —
☆VFVA funds › VANGUARD WELLINGTON FD EXIT — 0.0% -0.0% 0.0 0 -775 0 —
☆NWG funds › NATWEST GROUP PLC EXIT — 0.0% -0.0% 0.0 0 -189 0 —
☆DPZ funds › DOMINOS PIZZA INC EXIT — 0.0% -0.0% 0.0 0 -86 0 —
☆SGOL funds › ETFS GOLD TR EXIT — 0.0% -0.0% 0.0 0 -452 0 —
☆GEV funds › GE VERNOVA INC EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆DBMF funds › LITMAN GREGORY FDS TR EXIT — 0.0% -0.0% 0.0 0 -1,002 0 —
☆SDY funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -235 0 —
☆QGRO funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.0% 0.0 0 -532 0 —
☆COF funds › CAPITAL ONE FINL CORP EXIT — 0.0% -0.0% 0.0 0 -70 0 —
☆WBD funds › WARNER BROS DISCOVERY INC EXIT — 0.0% -0.0% 0.0 0 -34 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆AVGO funds › BROADCOM INC EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆VXUS funds › VANGUARD STAR FDS EXIT — 0.0% -0.0% 0.0 0 -85 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN EXIT — 0.0% -0.0% 0.0 0 -69 0 —
☆AMTM funds › AMENTUM HOLDINGS INC EXIT — 0.0% -0.0% 0.0 0 -678 0 —
☆YUMC funds › YUM CHINA HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -763 0 —
☆CBRE funds › CBRE GROUP INC EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆WPC funds › WP CAREY INC EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆JHX funds › JAMES HARDIE INDS PLC EXIT — 0.0% -0.0% 0.0 0 -28 0 —
☆GLW funds › CORNING INC EXIT — 0.0% -0.0% 0.0 0 -307 0 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF EXIT — 0.0% -0.0% 0.0 0 -273 0 —
☆EW funds › EDWARDS LIFESCIENCES CORP EXIT — 0.0% -0.0% 0.0 0 -78 0 —
☆AON funds › AON PLC EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆GM funds › GENERAL MTRS CO EXIT — 0.0% -0.0% 0.0 0 -11 0 —
☆EL funds › LAUDER ESTEE COS INC EXIT — 0.0% -0.0% 0.0 0 -1,311 0 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY EXIT — 0.0% -0.0% 0.0 0 -1,453 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.0% 0.0 0 -6 0 —
☆FLOT funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -188 0 —
☆KLAC funds › KLA CORP EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS EXIT — 0.0% -0.0% 0.0 0 -624 0 —
☆YUM funds › YUM BRANDS INC EXIT — 0.0% -0.0% 0.0 0 -763 0 —
☆ITOT funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -37 0 —
☆FRDM funds › EA SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -373 0 —
☆RF funds › REGIONS FINANCIAL CORP NEW EXIT — 0.0% -0.0% 0.0 0 -7 0 —
☆NVS funds › NOVARTIS AG EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆HWKN funds › HAWKINS INC EXIT — 0.0% -0.0% 0.0 0 -212 0 —
☆AVDE funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.0% 0.0 0 -201 0 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆RIO funds › RIO TINTO PLC EXIT — 0.0% -0.0% 0.0 0 -17 0 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC EXIT — 0.0% -0.0% 0.0 0 -215 0 —
☆KEY funds › KEYCORP EXIT — 0.0% -0.0% 0.0 0 -8 0 —
☆EZU funds › ISHARES INC EXIT — 0.0% -0.0% 0.0 0 -171 0 —
☆FANG funds › DIAMONDBACK ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -26 0 —
☆BBD funds › BANCO BRADESCO S A EXIT — 0.0% -0.0% 0.0 0 -234 0 —
☆Q funds › QNITY ELECTRONICS INC EXIT — 0.0% -0.0% 0.0 0 -896 0 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆NKE funds › NIKE INC EXIT — 0.0% -0.0% 0.0 0 -1,212 0 —
☆MGK funds › VANGUARD WORLD FD EXIT — 0.0% -0.0% 0.0 0 -175 0 —
☆TXN funds › TEXAS INSTRS INC EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆DELL funds › DELL TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -73 0 —
☆CEG funds › CONSTELLATION ENERGY CORP EXIT — 0.0% -0.0% 0.0 0 -22 0 —
☆DFIS funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -139 0 —
☆AZN funds › ASTRAZENECA PLC EXIT — 0.0% -0.0% 0.0 0 -421 0 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆WKHS funds › WORKHORSE GROUP INC EXIT — 0.0% -0.0% 0.0 0 -1 0 —
☆CNI funds › CANADIAN NATL RY CO EXIT — 0.0% -0.0% 0.0 0 -362 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.0% 0.0 0 -197 0 —
☆IHG funds › INTERCONTINENTAL HOTELS GROU EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆ING funds › ING GROEP N.V. EXIT — 0.0% -0.0% 0.0 0 -19 0 —
☆EBF funds › ENNIS INC EXIT — 0.0% -0.0% 0.0 0 -1,238 0 —
☆AGG funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -139 0 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆SHOP funds › SHOPIFY INC EXIT — 0.0% -0.0% 0.0 0 -40 0 —
☆DVY funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -340 0 —
☆UDR funds › UDR INC EXIT — 0.0% -0.0% 0.0 0 -216 0 —
☆SCI funds › SERVICE CORP INTL EXIT — 0.0% -0.0% 0.0 0 -60 0 —
☆SHW funds › SHERWIN WILLIAMS CO EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆SCHG funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -1,653 0 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆KOMP funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.0% 0.0 0 -95 0 —
☆CRSP funds › CRISPR THERAPEUTICS AG EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆HDB funds › HDFC BANK LTD EXIT — 0.0% -0.0% 0.0 0 -66 0 —
☆DOCN funds › DIGITALOCEAN HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN EXIT — 0.0% -0.0% 0.0 0 -307 0 —
☆BOOT funds › BOOT BARN HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -77 0 —
☆ETR funds › ENTERGY CORP NEW EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆DGRO funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -380 0 —
☆QUAL funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -28 0 —
☆UPST funds › UPSTART HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆IJH funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -267 0 —
☆SNY funds › SANOFI SA EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F EXIT — 0.0% -0.0% 0.0 0 -180 0 —
☆META funds › META PLATFORMS INC EXIT — 0.0% -0.0% 0.0 0 -154 0 —
☆WEC funds › WEC ENERGY GROUP INC EXIT — 0.0% -0.0% 0.0 0 -420 0 —
☆KMB funds › KIMBERLY-CLARK CORP EXIT — 0.0% -0.0% 0.0 0 -56 0 —
☆SPTI funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆VOD funds › VODAFONE GROUP PLC EXIT — 0.0% -0.0% 0.0 0 -79 0 —
☆NFG funds › NATIONAL FUEL GAS CO EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆NANR funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.0% 0.0 0 -47 0 —
☆COWZ funds › PACER FDS TR EXIT — 0.0% -0.0% 0.0 0 -55 0 —
☆RWX funds › SPDR INDEX SHS FDS EXIT — 0.0% -0.0% 0.0 0 -707 0 —
☆FLRN funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -172 0 —
☆MDLZ funds › MONDELEZ INTL INC EXIT — 0.0% -0.0% 0.0 0 -118 0 —
☆MDT funds › MEDTRONIC PLC EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC EXIT — 0.0% -0.0% 0.0 0 -1,953 0 —
☆XT funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -95 0 —
☆BMO funds › BANK MONTREAL MEDIUM EXIT — 0.0% -0.0% 0.0 0 -87 0 —
☆TSLA funds › TESLA INC EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆MAR funds › MARRIOTT INTL INC NEW EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆TTE funds › TOTALENERGIES SE EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆UBS funds › UBS GROUP AG EXIT — 0.0% -0.0% 0.0 0 -56 0 —
☆UNM funds › UNUM GROUP EXIT — 0.0% -0.0% 0.0 0 -392 0 —
☆VITL funds › VITAL FARMS INC EXIT — 0.0% -0.1% 0.0 0 -19,011 0 —
☆DG funds › DOLLAR GEN CORP EXIT — 0.0% -0.0% 0.0 0 -632 0 —
☆RCL funds › ROYAL CARIBBEAN GROUP EXIT — 0.0% -0.0% 0.0 0 -205 0 —
☆QGEN funds › QIAGEN NV EXIT — 0.0% -0.0% 0.0 0 -14 0 —
☆GEMI funds › GEMINI SPACE STA INC EXIT — 0.0% -0.0% 0.0 0 -3,810 0 —
☆NGG funds › NATIONAL GRID PLC EXIT — 0.0% -0.0% 0.0 0 -24 0 —
☆MET funds › METLIFE INC EXIT — 0.0% -0.0% 0.0 0 -238 0 —
☆MSI funds › MOTOROLA SOLUTIONS INC EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆SCHD funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -549 0 —
☆NOW funds › SERVICENOW INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆TT funds › TRANE TECHNOLOGIES PLC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆OC funds › OWENS CORNING NEW EXIT — 0.0% -0.0% 0.0 0 -45 0 —
☆SNAP funds › SNAP INC EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆SAIC funds › SCIENCE APPLICATIONS INTL CO EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆MRVL funds › MARVELL TECHNOLOGY INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆HLN funds › HALEON PLC EXIT — 0.0% -0.0% 0.0 0 -122 0 —
☆NEAR funds › ISHARES U S ETF TR EXIT — 0.0% -3.9% 0.0 0 -337,510 0 —
☆XLI funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -95 0 —
☆COLB funds › COLUMBIA BKG SYS INC EXIT — 0.0% -0.0% 0.0 0 -1,790 0 —
☆EFX funds › EQUIFAX INC EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆LIN funds › LINDE PLC EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆AEP funds › AMERICAN ELEC PWR CO INC EXIT — 0.0% -0.0% 0.0 0 -97 0 —
☆SCHF funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -1,886 0 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆WSO funds › WATSCO INC EXIT — 0.0% -0.0% 0.0 0 -16 0 —
☆AMD funds › ADVANCED MICRO DEVICES INC EXIT — 0.0% -0.0% 0.0 0 -113 0 —
☆IWX funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -68 0 —
☆CB funds › CHUBB LTD SWITZ EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆HXL funds › HEXCEL CORP NEW EXIT — 0.0% -0.0% 0.0 0 -750 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆APO funds › APOLLO GLOBAL MGMT INC EXIT — 0.0% -0.0% 0.0 0 -261 0 —
☆WMT funds › WALMART INC EXIT — 0.0% -0.0% 0.0 0 -90 0 —
☆J funds › JACOBS SOLUTIONS INC EXIT — 0.0% -0.0% 0.0 0 -563 0 —
☆GLDM funds › WORLD GOLD TR EXIT — 0.0% -0.0% 0.0 0 -756 0 —
☆SRLN funds › SSGA ACTIVE ETF TR EXIT — 0.0% -0.0% 0.0 0 -118 0 —
☆ETHE funds › GRAYSCALE ETHEREUM STAKING E EXIT — 0.0% -0.0% 0.0 0 -205 0 —
☆MTUM funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆OSK funds › OSHKOSH CORP EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆E funds › ENI SPA EXIT — 0.0% -0.0% 0.0 0 -47 0 —
☆PANW funds › PALO ALTO NETWORKS INC EXIT — 0.0% -0.0% 0.0 0 -3 0 —
☆NRG funds › NRG ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -428 0 —
☆PCY funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.0% 0.0 0 -29 0 —
☆ETN funds › EATON CORP PLC EXIT — 0.0% -0.0% 0.0 0 -5 0 —
☆RIG funds › TRANSOCEAN LTD EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆ABT funds › ABBOTT LABORATORIES EXIT — 0.0% -0.0% 0.0 0 -45 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.0% 0.0 0 -228 0 —
☆SCHX funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -118 0 —
☆MPC funds › MARATHON PETE CORP EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆MOAT funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -262 0 —
☆COIN funds › COINBASE GLOBAL INC EXIT — 0.0% -0.0% 0.0 0 -13 0 —
☆AJG funds › GALLAGHER ARTHUR J & CO EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆CAH funds › CARDINAL HEALTH INC EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆FCX funds › FREEPORT MCMORAN INC EXIT — 0.0% -0.0% 0.0 0 -1,602 0 —
☆INTC funds › INTEL CORP EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆JPM funds › JPMORGAN CHASE & CO EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆IWR funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -121 0 —
☆BUD funds › ANHEUSER BUSCH INBEV SA NV EXIT — 0.0% -0.0% 0.0 0 -37 0 —
☆SEV funds › APTERA MOTORS CORP EXIT — 0.0% -0.0% 0.0 0 -807 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆AVUV funds › AMERICAN CENTY ETF TR EXIT — 0.0% -0.0% 0.0 0 -130 0 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA EXIT — 0.0% -0.0% 0.0 0 -34 0 —
☆TGT funds › TARGET CORP EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆USIG funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆IR funds › INGERSOLL RAND INC EXIT — 0.0% -0.0% 0.0 0 -9 0 —
☆DKNG funds › DRAFTKINGS INC NEW EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆OGN funds › ORGANON & CO EXIT — 0.0% -0.0% 0.0 0 -20 0 —
☆IWM funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -12 0 —
☆EOG funds › EOG RES INC EXIT — 0.0% -0.0% 0.0 0 -2 0 —
☆CUSIP:00912X302 funds › AIR LEASE CORP EXIT — 0.0% -0.0% 0.0 0 -797 0 —
☆HIG funds › HARTFORD INSURANCE GROUP INC EXIT — 0.0% -0.0% 0.0 0 -121 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 519 123 0.11 64% 0.051 0.604 — in
2026Q1 436 387 0.04 66% 0.054 0.738 — in
2025Q4 421 110 0.03 67% 0.058 0.719 — in
2025Q3 403 108 0.04 67% 0.059 0.708 — in
2025Q2 374 107 0.04 66% 0.061 0.724 — entered
2025Q1 338 105 0.00 66% 0.060 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