☆RDA Financial Network
Quality Q
0.257
AUM ($M)
459
Positions
284
Turnover
0.11
Top-10 wt
29%
Herfindahl
0.013
History (qtrs)
6
Excess Return
—
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Holdings · 302 positions · portfolio value $459M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 4.3% | +0.4% | 19.7 | 98,615 | +9,263 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 3.4% | -0.1% | 15.8 | 44,277 | -4,787 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 3.3% | +0.1% | 15.1 | 40,025 | -1,277 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 2.9% | -0.0% | 13.5 | 36,145 | +4,078 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 2.9% | +0.0% | 13.3 | 55,672 | +404 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 2.9% | +0.3% | 13.1 | 17,795 | -240 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.8% | -0.1% | 12.8 | 44,367 | -1,394 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 2.3% | +0.3% | 10.6 | 18,877 | +4,774 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 2.1% | -0.1% | 9.8 | 29,995 | +200 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 2.1% | -0.2% | 9.7 | 61,570 | +64 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 2.1% | +0.2% | 9.5 | 27,605 | +2,875 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | ADD | — | 1.7% | +1.0% | 7.6 | 3,832 | +1,814 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 1.4% | +0.1% | 6.6 | 13,868 | -2,403 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 1.3% | -0.1% | 5.9 | 128,789 | +12,125 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 1.2% | +0.5% | 5.5 | 4,796 | -3,167 | 5 | — |
| ☆PVAL funds › | PUTNAM ETF TRUST | ADD | — | 1.2% | +0.0% | 5.5 | 107,851 | +8,419 | 3 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.2% | +0.4% | 5.4 | 4,517 | +1,295 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 1.1% | +0.0% | 5.3 | 68,383 | +1,094 | 5 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 1.1% | +0.5% | 5.3 | 31,032 | +11,315 | 4 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | ADD | — | 1.1% | +0.1% | 5.3 | 44,233 | +1,025 | 5 | — |
| ☆RECS funds › | COLUMBIA ETF TR I | ADD | — | 1.0% | +0.0% | 4.7 | 108,521 | +3,819 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.0% | -0.1% | 4.6 | 9,292 | +97 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 1.0% | -0.1% | 4.5 | 78,821 | +1,264 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 1.0% | +0.4% | 4.4 | 50,563 | +21,882 | 5 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | ADD | — | 1.0% | -0.0% | 4.4 | 86,645 | +9,306 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.9% | -0.3% | 4.2 | 37,222 | -1,887 | 5 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | ADD | — | 0.9% | +0.1% | 4.2 | 8,419 | +1,236 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.9% | -0.2% | 4.0 | 4,322 | -165 | 5 | — |
| ☆NET funds › | CLOUDFLARE INC | ADD | — | 0.9% | +0.1% | 4.0 | 16,350 | +1,238 | 4 | — |
| ☆BIL funds › | SPDR SERIES TRUST | ADD | — | 0.8% | +0.0% | 3.7 | 40,807 | +6,574 | 5 | — |
| ☆DNP funds › | DNP SELECT INCOME FD INC | ADD | — | 0.8% | +0.1% | 3.7 | 344,768 | +68,097 | 5 | — |
| ☆MOAT funds › | VANECK ETF TRUST | ADD | — | 0.8% | -0.1% | 3.7 | 35,413 | +150 | 5 | — |
| ☆ACWI funds › | ISHARES TR | ADD | — | 0.8% | +0.0% | 3.6 | 23,219 | +552 | 5 | — |
| ☆IDMO funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.8% | +0.0% | 3.6 | 60,213 | +3,465 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.7% | -0.1% | 3.4 | 63,216 | -2,203 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 0.7% | -0.1% | 3.4 | 8,479 | +1,328 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.7% | +0.0% | 3.3 | 26,732 | +824 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.7% | +0.1% | 3.2 | 16,775 | -1,586 | 5 | — |
| ☆BDYN funds › | BLACKROCK ETF TRUST | ADD | — | 0.7% | +0.0% | 3.1 | 113,173 | +6,070 | 4 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.7% | +0.1% | 3.0 | 9,844 | +220 | 5 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.6% | +0.1% | 2.8 | 7,605 | -37 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 0.6% | +0.2% | 2.8 | 60,553 | +27,457 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.6% | +0.0% | 2.7 | 7,678 | -515 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | TRIM | — | 0.6% | +0.1% | 2.7 | 6,918 | -70 | 5 | — |
| ☆OUNZ funds › | VANECK MERK GOLD ETF | ADD | — | 0.6% | -0.1% | 2.6 | 68,375 | +4,929 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 2.6 | 7,090 | +170 | 5 | — |
| ☆QYLD funds › | GLOBAL X FDS | ADD | — | 0.6% | -0.0% | 2.6 | 141,212 | +2,875 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.6% | +0.2% | 2.6 | 3,393 | -192 | 2 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | -0.1% | 2.5 | 78,663 | +585 | 5 | — |
| ☆AFIF funds › | HORIZON FDS | NEW | — | 0.5% | +0.5% | 2.5 | 264,528 | +264,528 | 1 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 0.5% | +0.0% | 2.5 | 11,028 | +2,277 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.5% | +0.5% | 2.4 | 5,461 | +5,461 | 1 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | -0.0% | 2.2 | 96,437 | +10,890 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | TRIM | — | 0.5% | -0.1% | 2.2 | 9,586 | -1,342 | 5 | — |
| ☆BDVL funds › | BLACKROCK ETF TRUST | ADD | — | 0.5% | -0.0% | 2.1 | 79,923 | +3,260 | 4 | — |
| ☆AXON funds › | AXON ENTERPRISE INC | TRIM | — | 0.4% | +0.0% | 2.0 | 3,565 | -125 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.4% | -0.1% | 2.0 | 3,833 | -2 | 5 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | ADD | — | 0.4% | +0.0% | 1.9 | 28,452 | +2,267 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 0.4% | +0.0% | 1.9 | 56,782 | +3,516 | 5 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 0.4% | -0.1% | 1.9 | 69,838 | +55,787 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | TRIM | — | 0.4% | -0.0% | 1.9 | 6,293 | -12 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.4% | -0.0% | 1.9 | 12,242 | +1,054 | 3 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 1.8 | 12,422 | -60 | 5 | — |
| ☆DIVO funds › | AMPLIFY ETF TR | TRIM | — | 0.4% | -0.1% | 1.8 | 39,599 | -3,325 | 5 | — |
| ☆EDIV funds › | SPDR INDEX SHS FDS | ADD | — | 0.4% | -0.0% | 1.7 | 42,567 | +1,877 | 5 | — |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 0.4% | -0.0% | 1.7 | 7,703 | +167 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.4% | -0.0% | 1.7 | 7,717 | -56 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.4% | -0.1% | 1.7 | 69,539 | -581 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 1.6 | 17,076 | +1,385 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.3% | -0.1% | 1.6 | 7,534 | -1,332 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.3% | -0.0% | 1.6 | 6,685 | +271 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | NEW | — | 0.3% | +0.3% | 1.6 | 5,816 | +5,816 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.3% | +0.0% | 1.6 | 21,884 | +1,398 | 5 | — |
| ☆HYT funds › | BLACKROCK CORPOR HI YLD FD I | TRIM | — | 0.3% | -0.0% | 1.6 | 182,009 | -350 | 5 | — |
| ☆PYLD funds › | PIMCO ETF TR | ADD | — | 0.3% | -0.0% | 1.5 | 57,331 | +5,491 | 3 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | TRIM | — | 0.3% | -0.0% | 1.5 | 1,131 | -83 | 5 | — |
| ☆ACWX funds › | ISHARES TR | ADD | — | 0.3% | +0.1% | 1.5 | 19,563 | +5,663 | 2 | — |
| ☆SNPS funds › | SYNOPSYS INC | NEW | — | 0.3% | +0.3% | 1.5 | 3,283 | +3,283 | 1 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.3% | -0.0% | 1.4 | 14,368 | +2,202 | 3 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | ADD | — | 0.3% | -0.0% | 1.4 | 76,633 | +370 | 5 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | TRIM | — | 0.3% | -0.2% | 1.4 | 26,629 | -9,632 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.3% | -0.0% | 1.4 | 5,338 | -57 | 5 | — |
| ☆SPHD funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.3% | -0.0% | 1.3 | 26,492 | -380 | 5 | — |
| ☆GOVT funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 1.3 | 56,672 | +8,030 | 2 | — |
| ☆SOXX funds › | ISHARES TR | TRIM | — | 0.3% | +0.1% | 1.3 | 1,956 | -302 | 5 | — |
| ☆CORO funds › | BLACKROCK ETF TRUST | ADD | — | 0.3% | +0.0% | 1.2 | 34,145 | +2,769 | 2 | — |
| ☆STIP funds › | ISHARES TR | TRIM | — | 0.3% | -0.1% | 1.2 | 12,227 | -628 | 5 | — |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | ADD | — | 0.3% | -0.0% | 1.2 | 3,635 | +51 | 5 | — |
| ☆MPWR funds › | MONOLITHIC PWR SYS INC | TRIM | — | 0.3% | -0.1% | 1.2 | 889 | -448 | 4 | — |
| ☆AOM funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 1.2 | 24,320 | +50 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.3% | -0.1% | 1.2 | 28,581 | +774 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.3% | -0.0% | 1.2 | 9,783 | +13 | 5 | — |
| ☆INTU funds › | INTUIT | ADD | — | 0.2% | -0.1% | 1.1 | 4,387 | +1,310 | 2 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.2% | +0.1% | 1.1 | 2,701 | +1,389 | 5 | — |
| ☆SHY funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.1 | 13,111 | +1,747 | 5 | — |
| ☆BAI funds › | BLACKROCK ETF TRUST | TRIM | — | 0.2% | +0.0% | 1.1 | 20,319 | -3,208 | 5 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.0% | 1.1 | 12,834 | +1 | 5 | — |
| ☆FPX funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.2% | +0.0% | 1.0 | 4,992 | -25 | 5 | — |
| ☆SMH funds › | VANECK ETF TRUST | TRIM | — | 0.2% | +0.0% | 1.0 | 1,562 | -246 | 5 | — |
| ☆SWAN funds › | AMPLIFY ETF TR | TRIM | — | 0.2% | -0.0% | 1.0 | 30,226 | -1,037 | 5 | — |
| ☆FLOT funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 1.0 | 19,511 | +5,397 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | TRIM | — | 0.2% | -0.0% | 1.0 | 15,968 | -598 | 5 | — |
| ☆XTEN funds › | BONDBLOXX ETF TRUST | TRIM | — | 0.2% | -0.2% | 1.0 | 21,482 | -10,535 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.9 | 1,260 | +194 | 5 | — |
| ☆SPYD funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.9 | 19,127 | -220 | 5 | — |
| ☆BFLX funds › | BLACKROCK ETF TRUST | NEW | — | 0.2% | +0.2% | 0.9 | 35,616 | +35,616 | 1 | — |
| ☆ITB funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.9 | 8,690 | +70 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.2% | -0.0% | 0.9 | 15,754 | -354 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.2% | +0.0% | 0.9 | 761 | +37 | 5 | — |
| ☆SPMO funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.2% | -0.0% | 0.9 | 5,518 | -2,247 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.9 | 2,538 | +23 | 5 | — |
| ☆MTUM funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.9 | 2,526 | +2,526 | 1 | — |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.2% | +0.2% | 0.9 | 9,609 | +9,609 | 1 | — |
| ☆OKE funds › | ONEOK INC NEW | ADD | — | 0.2% | -0.0% | 0.9 | 9,909 | +6 | 5 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | ADD | — | 0.2% | -0.0% | 0.9 | 14,152 | +748 | 5 | — |
| ☆IALT funds › | BLACKROCK ETF TRUST | NEW | — | 0.2% | +0.2% | 0.9 | 30,552 | +30,552 | 1 | — |
| ☆BLCR funds › | BLACKROCK ETF TRUST | ADD | — | 0.2% | +0.0% | 0.8 | 16,310 | +2,905 | 2 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.0% | 0.8 | 3,122 | +30 | 5 | — |
| ☆GGOV funds › | BLACKROCK ETF TRUST II | NEW | — | 0.2% | +0.2% | 0.8 | 15,581 | +15,581 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.2% | +0.0% | 0.8 | 1,042 | +5 | 5 | — |
| ☆SPIB funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.1% | 0.8 | 23,218 | -3,155 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.8 | 7,621 | +93 | 5 | — |
| ☆LQD funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.8 | 7,022 | -484 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | ADD | — | 0.2% | -0.0% | 0.8 | 20,696 | +400 | 5 | — |
| ☆AOK funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 0.8 | 18,197 | +2 | 5 | — |
| ☆REGL funds › | PROSHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 8,189 | +939 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.2% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.2% | -0.5% | 0.7 | 5,815 | -13,301 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.7 | 2,444 | -94 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.2% | -0.0% | 0.7 | 6,143 | -2,896 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.2% | -0.1% | 0.7 | 5,249 | -154 | 5 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | TRIM | — | 0.2% | -0.1% | 0.7 | 22,226 | -11,923 | 5 | — |
| ☆BALI funds › | BLACKROCK ETF TRUST | NEW | — | 0.2% | +0.2% | 0.7 | 20,913 | +20,913 | 1 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.2% | -0.0% | 0.7 | 11,406 | +165 | 5 | — |
| ☆BIIB funds › | BIOGEN INC | TRIM | — | 0.1% | -0.0% | 0.6 | 3,000 | -125 | 5 | — |
| ☆KBWP funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.1% | -0.0% | 0.6 | 5,050 | +0 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.6 | 7,088 | +5,689 | 5 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.6 | 3,341 | -329 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.6 | 7,048 | +5,961 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.1% | 0.6 | 3,648 | -1,178 | 5 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.1% | -0.1% | 0.6 | 6,047 | -3,576 | 4 | — |
| ☆NLR funds › | VANECK ETF TRUST | ADD | — | 0.1% | -0.0% | 0.6 | 4,979 | +645 | 3 | — |
| ☆THRO funds › | BLACKROCK ETF TRUST | TRIM | — | 0.1% | -0.0% | 0.6 | 13,374 | -5,599 | 5 | — |
| ☆SHLD funds › | GLOBAL X FDS | ADD | — | 0.1% | +0.0% | 0.6 | 9,611 | +2,799 | 4 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.6 | 4,724 | +4,146 | 5 | — |
| ☆USB funds › | US BANCORP | ADD | — | 0.1% | +0.0% | 0.6 | 9,235 | +12 | 5 | — |
| ☆C funds › | CITIGROUP INC | HOLD | — | 0.1% | +0.0% | 0.5 | 3,895 | +0 | 5 | — |
| ☆XLG funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.1% | -0.0% | 0.5 | 8,902 | +152 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | NEW | — | 0.1% | +0.1% | 0.5 | 1,320 | +1,320 | 1 | — |
| ☆AME funds › | AMETEK INC | ADD | — | 0.1% | -0.0% | 0.5 | 2,215 | +32 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.1% | -0.0% | 0.5 | 6,823 | +675 | 3 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.5 | 917 | +917 | 1 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.5 | 5,854 | -120 | 5 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.1% | 0.5 | 5,439 | -3,063 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.5 | 9,751 | +4,510 | 4 | — |
| ☆PWV funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.1% | -0.0% | 0.5 | 6,800 | +0 | 5 | — |
| ☆GSLC funds › | GOLDMAN SACHS ETF TR | TRIM | — | 0.1% | -0.0% | 0.5 | 3,604 | -172 | 5 | — |
| ☆PNQI funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.1% | -0.0% | 0.5 | 11,210 | +0 | 5 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | ADD | — | 0.1% | -0.0% | 0.5 | 639 | +24 | 5 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.1% | -0.0% | 0.5 | 5,151 | +60 | 5 | — |
| ☆CUSIP:33718W103 funds › | FIRST TR INTER DURATN PFD & | TRIM | — | 0.1% | -0.0% | 0.5 | 27,739 | -530 | 5 | — |
| ☆FTV funds › | FORTIVE CORP | TRIM | — | 0.1% | -0.0% | 0.5 | 8,235 | -65 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 0.5 | 1,358 | +0 | 5 | — |
| ☆GM funds › | GENERAL MTRS CO | TRIM | — | 0.1% | -0.0% | 0.5 | 6,480 | -47 | 5 | — |
| ☆ARM funds › | ARM HOLDINGS PLC | ADD | — | 0.1% | +0.1% | 0.5 | 1,399 | +16 | 2 | — |
| ☆MCO funds › | MOODYS CORP | ADD | — | 0.1% | -0.0% | 0.5 | 1,075 | +54 | 2 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | ADD | — | 0.1% | -0.0% | 0.5 | 5,996 | +207 | 3 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,902 | +123 | 2 | — |
| ☆AON funds › | AON PLC | ADD | — | 0.1% | -0.0% | 0.5 | 1,451 | +41 | 5 | — |
| ☆IEUR funds › | ISHARES TR | TRIM | — | 0.1% | -0.1% | 0.5 | 6,380 | -4,064 | 5 | — |
| ☆KKR funds › | KKR & CO INC | TRIM | — | 0.1% | -0.3% | 0.5 | 5,162 | -13,189 | 5 | — |
| ☆JCPB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | -0.0% | 0.5 | 10,061 | +669 | 5 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.1% | 0.5 | 2,947 | -1,794 | 5 | — |
| ☆WCN funds › | WASTE CONNECTIONS INC | TRIM | — | 0.1% | -0.0% | 0.5 | 2,803 | -21 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.1% | -0.4% | 0.5 | 1,321 | -4,250 | 5 | — |
| ☆RSG funds › | REPUBLIC SVCS INC | ADD | — | 0.1% | -0.0% | 0.5 | 2,172 | +45 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | ADD | — | 0.1% | -0.0% | 0.5 | 2,423 | +276 | 2 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.4 | 14,877 | -411 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | ADD | — | 0.1% | -0.0% | 0.4 | 4,133 | +9 | 5 | — |
| ☆BKR funds › | BAKER HUGHES COMPANY | TRIM | — | 0.1% | -0.0% | 0.4 | 7,998 | -1,237 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.1% | -0.0% | 0.4 | 2,036 | +33 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 5,756 | +16 | 5 | — |
| ☆FEX funds › | FIRST TR EXCHANGE-TRADED ALP | TRIM | — | 0.1% | -0.0% | 0.4 | 3,113 | -78 | 5 | — |
| ☆KR funds › | KROGER CO | TRIM | — | 0.1% | -0.0% | 0.4 | 7,641 | -203 | 5 | — |
| ☆IUSV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 3,830 | -1,465 | 5 | — |
| ☆DE funds › | DEERE & CO | ADD | — | 0.1% | +0.0% | 0.4 | 653 | +278 | 2 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | ADD | — | 0.1% | +0.0% | 0.4 | 3,540 | +1,414 | 5 | — |
| ☆AOR funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 5,835 | -135 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.1% | -0.1% | 0.4 | 3,461 | -931 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.1% | +0.0% | 0.4 | 958 | -5 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.1% | -0.0% | 0.4 | 4,301 | +327 | 5 | — |
| ☆USRT funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.4 | 5,893 | +57 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.1% | -0.5% | 0.4 | 4,038 | -18,532 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.4 | 531 | +531 | 1 | — |
| ☆IWS funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 2,263 | +0 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.4 | 6,220 | -314 | 5 | — |
| ☆FSEC funds › | FIDELITY MERRIMACK STR TR | ADD | — | 0.1% | +0.0% | 0.4 | 8,458 | +3,697 | 2 | — |
| ☆AMLP funds › | ALPS ETF TR | HOLD | ETP | 0.1% | -0.0% | 0.4 | 7,107 | +0 | 5 | — |
| ☆HEDJ funds › | WISDOMTREE TR | HOLD | — | 0.1% | -0.0% | 0.4 | 6,440 | +0 | 5 | — |
| ☆DRSK funds › | ETF SER SOLUTIONS | TRIM | — | 0.1% | -0.0% | 0.4 | 12,470 | -390 | 5 | — |
| ☆CUSIP:949746804 funds › | WELLS FARGO & CO | ADD | — | 0.1% | -0.0% | 0.4 | 306 | +19 | 5 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.1% | -0.0% | 0.4 | 17,098 | +210 | 5 | — |
| ☆LIN funds › | LINDE PLC | TRIM | — | 0.1% | -0.0% | 0.4 | 675 | -7 | 5 | — |
| ☆EPR funds › | EPR PPTYS | TRIM | — | 0.1% | -0.0% | 0.4 | 6,038 | -584 | 5 | — |
| ☆VLUE funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.3 | 1,748 | -306 | 2 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.1% | -0.0% | 0.3 | 685 | +13 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | TRIM | — | 0.1% | -0.0% | 0.3 | 856 | -229 | 5 | — |
| ☆XEL funds › | XCEL ENERGY INC | ADD | — | 0.1% | -0.0% | 0.3 | 4,185 | +25 | 5 | — |
| ☆SHEL funds › | SHELL PLC | TRIM | — | 0.1% | -0.0% | 0.3 | 4,330 | -7 | 5 | — |
| ☆UTF funds › | COHEN & STEERS INFRASTRUCTUR | TRIM | — | 0.1% | -0.0% | 0.3 | 12,077 | -20 | 4 | — |
| ☆FDL funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.1% | -0.0% | 0.3 | 6,804 | -12 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | ADD | — | 0.1% | -0.0% | 0.3 | 3,164 | +369 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 474 | -27 | 5 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.3 | 13,175 | +13,175 | 1 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.1% | -0.0% | 0.3 | 3,786 | -80 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 2,130 | -54 | 5 | — |
| ☆FVD funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.1% | -0.0% | 0.3 | 6,438 | +25 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,713 | -32 | 5 | — |
| ☆AGG funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 3,089 | +3,089 | 1 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.1% | +0.1% | 0.3 | 315 | +315 | 1 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.1% | -0.0% | 0.3 | 836 | +22 | 5 | — |
| ☆SHV funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 2,724 | -226 | 5 | — |
| ☆MAIN funds › | MAIN STR CAP CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 5,793 | -300 | 5 | — |
| ☆IVW funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,127 | +125 | 3 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.1% | 0.3 | 2,481 | -1,819 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.1% | -0.0% | 0.3 | 11,841 | +2,018 | 5 | — |
| ☆IEF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 3,070 | +972 | 2 | — |
| ☆MLN funds › | VANECK ETF TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 16,250 | -9,137 | 5 | — |
| ☆UTG funds › | REAVES UTIL INCOME FD | TRIM | — | 0.1% | -0.0% | 0.3 | 7,044 | -75 | 4 | — |
| ☆ETR funds › | ENTERGY CORP NEW | TRIM | — | 0.1% | -0.0% | 0.3 | 2,479 | -103 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,286 | +1,714 | 5 | — |
| ☆FBT funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.1% | +0.0% | 0.3 | 1,143 | -38 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 2,926 | +282 | 5 | — |
| ☆BUFR funds › | FIRST TR EXCHNG TRADED FD VI | TRIM | — | 0.1% | -0.0% | 0.3 | 7,721 | -1,313 | 5 | — |
| ☆EWJ funds › | ISHARES INC | ADD | — | 0.1% | +0.0% | 0.3 | 2,978 | +249 | 2 | — |
| ☆SNA funds › | SNAP ON INC | TRIM | — | 0.1% | -0.0% | 0.3 | 690 | -6 | 5 | — |
| ☆FIVA funds › | FIDELITY COVINGTON TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 7,190 | +7,190 | 1 | — |
| ☆PTC funds › | PTC INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,421 | +237 | 4 | — |
| ☆GBDC funds › | GOLUB CAP BDC INC | ADD | — | 0.1% | -0.0% | 0.3 | 21,183 | +580 | 5 | — |
| ☆FELG funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 6,175 | -341 | 2 | — |
| ☆GLDM funds › | WORLD GOLD TR | ADD | — | 0.1% | -0.0% | 0.3 | 3,373 | +801 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.1% | -0.0% | 0.3 | 3,193 | +132 | 5 | — |
| ☆IYR funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,556 | +271 | 4 | — |
| ☆ONEY funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.0% | 0.3 | 2,037 | +155 | 4 | — |
| ☆TSI funds › | TCW STRATEGIC INCOME FD INC | TRIM | — | 0.1% | -0.0% | 0.3 | 57,805 | -2,000 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | TRIM | — | 0.1% | -0.0% | 0.3 | 3,607 | -401 | 5 | — |
| ☆SNOW funds › | SNOWFLAKE INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,001 | +1,001 | 1 | — |
| ☆FIXD funds › | FIRST TR EXCHNG TRADED FD VI | TRIM | — | 0.1% | -0.0% | 0.3 | 5,842 | -1,219 | 5 | — |
| ☆IGIB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 4,756 | -16 | 2 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.1% | 0.2 | 1,696 | -3,849 | 5 | — |
| ☆ULTA funds › | ULTA BEAUTY INC | HOLD | — | 0.1% | -0.0% | 0.2 | 549 | +0 | 5 | — |
| ☆XSLV funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.1% | +0.0% | 0.2 | 4,713 | +335 | 5 | — |
| ☆REZ funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 2,582 | -9 | 5 | — |
| ☆SKYY funds › | FIRST TR EXCHANGE-TRADED FD | NEW | — | 0.1% | +0.1% | 0.2 | 1,810 | +1,810 | 1 | — |
| ☆TIP funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 2,210 | -98 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.1% | -0.0% | 0.2 | 2,912 | -563 | 5 | — |
| ☆IBB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,268 | -27 | 5 | — |
| ☆HYG funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 3,009 | +0 | 5 | — |
| ☆NTRS funds › | NORTHERN TR CORP | NEW | — | 0.1% | +0.1% | 0.2 | 1,370 | +1,370 | 1 | — |
| ☆HR funds › | HEALTHCARE RLTY TR | HOLD | — | 0.1% | +0.0% | 0.2 | 11,737 | +0 | 5 | — |
| ☆XSVN funds › | BONDBLOXX ETF TRUST | ADD | — | 0.1% | -0.0% | 0.2 | 4,988 | +268 | 4 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.1% | -0.0% | 0.2 | 1,319 | +1,268 | 2 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,857 | -223 | 5 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 9,365 | +9,365 | 1 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.1% | -0.0% | 0.2 | 677 | -6 | 3 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | -0.0% | 0.2 | 2,834 | +2,119 | 2 | — |
| ☆UFOX funds › | ETF SER SOLUTIONS | NEW | — | 0.0% | +0.0% | 0.2 | 2,400 | +2,400 | 1 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | NEW | — | 0.0% | +0.0% | 0.2 | 525 | +525 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.0% | -0.0% | 0.2 | 3,142 | +55 | 2 | — |
| ☆VONE funds › | VANGUARD SCOTTSDALE FDS | NEW | — | 0.0% | +0.0% | 0.2 | 660 | +660 | 1 | — |
| ☆FAST funds › | FASTENAL CO | TRIM | — | 0.0% | -0.0% | 0.2 | 4,612 | -56 | 2 | — |
| ☆TPL funds › | TEXAS PACIFIC LAND CORPORATI | ADD | — | 0.0% | -0.0% | 0.2 | 501 | +1 | 2 | — |
| ☆AIQ funds › | GLOBAL X FDS | NEW | — | 0.0% | +0.0% | 0.2 | 3,337 | +3,337 | 1 | — |
| ☆CUSIP:74347R248 funds › | PROSHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 2,550 | +2,550 | 1 | — |
| ☆DOW funds › | DOW HLDGS INC | ADD | — | 0.0% | -0.0% | 0.2 | 7,931 | +801 | 2 | — |
| ☆JFLI funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.0% | -0.0% | 0.2 | 3,976 | -98 | 2 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.0% | -0.0% | 0.2 | 2,224 | -43 | 5 | — |
| ☆EMXC funds › | ISHARES INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,072 | +2,072 | 1 | — |
| ☆SWK funds › | STANLEY BLACK & DECKER INC | NEW | — | 0.0% | +0.0% | 0.2 | 2,243 | +2,243 | 1 | — |
| ☆ITM funds › | VANECK ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.2 | 4,449 | +0 | 5 | — |
| ☆FDRR funds › | FIDELITY COVINGTON TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 3,222 | +3,222 | 1 | — |
| ☆AZN funds › | ASTRAZENECA PLC | ADD | — | 0.0% | -0.0% | 0.2 | 1,085 | +15 | 2 | — |
| ☆FGD funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.0% | -0.0% | 0.2 | 6,422 | +0 | 2 | — |
| ☆PGX funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.0% | -0.0% | 0.2 | 18,030 | -275 | 5 | — |
| ☆SCHQ funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,234 | 0 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,594 | 0 | — |
| ☆CUSIP:90214Q766 funds › | TWO RDS SHARED TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -240,619 | 0 | — |
| ☆IAGG funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -15,428 | 0 | — |
| ☆ADBE funds › | ADOBE INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -9,681 | 0 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,785 | 0 | — |
| ☆SEIX funds › | VIRTUS ETF TR II | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,700 | 0 | — |
| ☆RING funds › | ISHARES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,176 | 0 | — |
| ☆LULU funds › | LULULEMON ATHLETICA INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -8,341 | 0 | — |
| ☆QCOM funds › | QUALCOMM INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -11,069 | 0 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,554 | 0 | — |
| ☆TLH funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,763 | 0 | — |
| ☆EFV funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -11,151 | 0 | — |
| ☆QUAL funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,194 | 0 | — |
| ☆IVE funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,057 | 0 | — |
| ☆KTOS funds › | KRATOS DEFENSE & SEC SOLUTIO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,053 | 0 | — |
| ☆HSY funds › | HERSHEY CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -969 | 0 | — |
| ☆APAM funds › | ARTISAN PARTNERS ASSET MGMT | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,621 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 459 | 284 | 0.11 | 29% | 0.013 | 0.255 | — | in |
| 2026Q1 | 400 | 273 | 0.10 | 28% | 0.013 | 0.263 | — | in |
| 2025Q4 | 415 | 265 | 0.07 | 30% | 0.014 | 0.283 | — | in |
| 2025Q3 | 405 | 257 | 0.10 | 30% | 0.013 | 0.232 | — | in |
| 2025Q2 | 370 | 256 | 0.11 | 29% | 0.013 | 0.232 | — | entered |
| 2025Q1 | 335 | 243 | 0.00 | 27% | 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