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☆Zhang Financial LLC

CIK 0001776290 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.816
AUM ($M)
3,424
Positions
392
Turnover
0.06
Top-10 wt
48%
Herfindahl
0.029
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 401 positions · portfolio value $3,424M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD S&P ADD — 6.9% +0.1% 235.6 342,986 +16,575 5 —
☆DFUS funds › DIMENSIONAL US ADD — 6.4% +0.2% 218.0 2,660,097 +126,540 5 —
☆ITOT funds › ISHARES CORE ADD — 6.0% +0.2% 204.8 1,246,429 +64,477 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 5.9% -0.3% 203.6 550,162 -13,258 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 5.6% +0.1% 192.0 2,246,322 +163,740 5 —
☆BIV funds › VANGUARD INTERMEDIATE ADD — 4.3% -0.8% 146.9 1,914,897 +24,751 5 —
☆DFAC funds › DIMENSIONAL US TRIM — 4.2% -0.2% 143.7 3,238,499 -24,706 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 3.4% -0.1% 116.1 739,897 +16,024 5 —
☆AGG funds › ISHARES CORE ADD — 3.2% +0.1% 108.3 1,094,000 +195,703 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 2.5% +0.1% 87.1 2,110,994 +267,340 5 —
☆BND funds › VANGUARD TOTAL ADD — 2.1% -0.2% 70.7 962,703 +63,454 5 —
☆AAPL funds › APPLE INC ADD — 1.9% -0.0% 66.3 229,050 +2,990 5 —
☆VCRB funds › VANGUARD MALVERN FDS ADD — 1.6% +0.2% 56.2 727,196 +201,837 5 —
☆VBR funds › VANGUARD SMALL TRIM — 1.6% -0.1% 54.9 226,097 -459 5 —
☆VYM funds › VANGUARD HIGH ADD — 1.6% -0.1% 54.3 343,695 +14,014 5 —
☆AVDE funds › AVANTIS INTL ADD — 1.2% -0.1% 42.4 475,617 +23,285 5 —
☆BKLC funds › BNY MELLON TRIM — 1.2% -0.1% 41.7 290,869 -12,518 5 —
☆DFAU funds › DIMENSIONAL US TRIM — 1.0% -0.1% 35.6 688,300 -20,533 5 —
☆IAU funds › ISHARES GOLD ADD — 1.0% -0.4% 35.3 467,941 +4,199 5 —
☆VUG funds › VANGUARD GROWTH ADD — 1.0% +0.1% 33.9 393,248 +331,304 5 —
☆AVUS funds › AVANTIS U S ADD — 1.0% +0.0% 33.2 259,250 +17,017 5 —
☆SYK funds › STRYKER CORP TRIM — 1.0% -0.2% 32.6 103,679 -120 5 —
☆NVDA funds › NVIDIA CORP ADD — 1.0% +0.0% 32.6 162,963 +12,240 5 —
☆VEA funds › VANGUARD TAX-MANAGED INTL FD ADD — 1.0% +0.2% 32.6 457,396 +101,240 5 —
☆VCSH funds › VANGUARD SHORT TRIM — 0.9% -0.2% 31.3 396,363 -13,637 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.9% +0.5% 30.8 26,652 -4,437 5 —
☆VO funds › VANGUARD MID ADD — 0.9% -0.0% 30.3 376,125 +282,158 5 —
☆DFSV funds › DIMENSIONAL US ADD — 0.9% -0.0% 29.1 750,732 +48,515 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.8% -0.1% 28.4 76,072 +2,624 5 —
☆VOOV funds › VANGUARD S&P ADD — 0.8% +0.0% 27.2 124,151 +16,276 5 —
☆AVUV funds › AVANTIS U S ADD — 0.7% +0.0% 24.5 196,622 +18,488 5 —
☆MGK funds › VANGUARD MEGA ADD — 0.7% +0.0% 23.7 269,582 +218,373 5 —
☆VONE funds › VANGUARD RUSSELL ADD — 0.7% +0.5% 23.6 69,623 +49,116 5 —
☆SPTM funds › SPDR PORTFOLIO TRIM — 0.7% -0.1% 23.4 257,479 -25,800 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.7% +0.0% 22.6 63,201 +1,604 5 —
☆VONV funds › VANGUARD RUSSELL ADD — 0.6% +0.4% 22.2 208,518 +144,690 5 —
☆AMZN funds › AMAZON COM ADD — 0.6% +0.1% 21.7 90,935 +10,599 5 —
☆IWN funds › ISHARES RUSSELL TRIM — 0.6% -0.0% 21.7 97,906 -1,346 5 —
☆VONG funds › VANGUARD RUSSELL ADD — 0.6% +0.4% 20.9 163,754 +102,541 5 —
☆SPY funds › SPDR S&P 500 ETF TR ADD — 0.6% -0.0% 19.3 25,876 +439 5 —
☆IVV funds › ISHARES CORE TRIM — 0.6% -0.1% 19.2 25,602 -2,276 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.6% -0.0% 19.1 660,423 -5,958 5 —
☆MUB funds › ISHARES NATIONAL ADD — 0.5% +0.1% 16.6 154,233 +52,890 5 —
☆SCHF funds › SCHWAB INTL TRIM — 0.5% -0.0% 15.9 572,438 -10,128 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% +0.0% 15.1 252,161 +23,903 5 —
☆VTV funds › VANGUARD VALUE ADD — 0.4% -0.0% 14.5 66,394 +646 5 —
☆BRKB funds › BERKSHIRE HATHAWAY TRIM — 0.4% -0.1% 13.0 25,978 -979 5 —
☆KLAC funds › KLA CORP ADD — 0.4% +0.2% 12.9 42,890 +38,588 5 —
☆AVGO funds › BROADCOM INC ADD — 0.4% +0.0% 12.9 34,033 +619 5 —
☆META funds › FACEBOOK INC ADD — 0.4% -0.0% 12.4 22,042 +1,756 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.4% +0.1% 12.1 11,361 +20 5 —
☆SPMD funds › SPDR PORTFOLIO TRIM — 0.3% -0.0% 11.5 170,413 -1,506 5 —
☆EMXC funds › ISHARES MSCI TRIM — 0.3% +0.0% 11.3 110,505 -3,083 5 —
☆IBIT funds › ISHARES BITCOIN TR TRIM — 0.3% -0.1% 11.0 330,775 -1,527 5 —
☆VGUS funds › VANGUARD INSTL INDEX FD ADD — 0.3% -0.0% 10.7 141,305 +18,653 3 —
☆SUB funds › ISHARES SHORT ADD — 0.3% +0.0% 10.5 98,577 +25,995 5 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 9.3 37,000 +3,073 5 —
☆JPM funds › JPMORGAN CHASE ADD — 0.3% -0.0% 9.1 27,780 +597 5 —
☆VOOG funds › VANGUARD S&P ADD — 0.3% +0.1% 8.6 104,229 +94,486 5 —
☆CSCO funds › CISCO SYSTEMS TRIM — 0.3% +0.0% 8.6 73,231 -4,113 5 —
☆SPAB funds › SPDR PORTFOLIO ADD — 0.2% -0.0% 8.6 335,040 +1,872 5 —
☆GLDM funds › WORLD GOLD ADD — 0.2% -0.1% 8.0 100,369 +2,575 5 —
☆FERG funds › FERGUSON ENTERPRISES INC HOLD — 0.2% -0.0% 7.9 33,468 +0 5 —
☆QQQ funds › INVESCO QQQ ADD — 0.2% +0.0% 7.9 10,703 +93 5 —
☆AMGN funds › AMGEN INC ADD — 0.2% -0.0% 7.7 21,288 +168 5 —
☆GS funds › GOLDMAN SACHS ADD — 0.2% +0.0% 7.7 7,607 +269 5 —
☆AMAT funds › APPLIED MATERIALS ADD — 0.2% +0.2% 7.7 10,626 +4,846 5 —
☆IXUS funds › ISHARES CORE ADD — 0.2% -0.0% 7.7 80,174 +3,380 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 7.6 92,604 -5,064 5 —
☆MGC funds › VANGUARD MEGA ADD — 0.2% +0.0% 7.1 25,912 +2,268 5 —
☆VGT funds › VANGUARD INFORMATION ADD — 0.2% +0.0% 6.7 55,695 +49,134 5 —
☆VTEB funds › VANGUARD MUNICIPAL ADD — 0.2% +0.1% 6.4 126,633 +88,260 5 —
☆AXP funds › AMERICAN EXPRESS ADD — 0.2% +0.0% 6.3 18,691 +2,119 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL ADD — 0.2% -0.0% 5.7 41,325 +4,948 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.2% +0.0% 5.6 15,924 -306 5 —
☆EFV funds › ISHARES MSCI TRIM — 0.2% -0.0% 5.3 69,768 -1,747 5 —
☆TSLA funds › TESLA INC TRIM — 0.2% -0.0% 5.2 12,356 -59 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 5.0 19,501 +1,177 5 —
☆WMT funds › WALMART INC ADD — 0.1% -0.0% 5.0 43,714 +5,402 5 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.1% 4.9 99,319 +62,861 5 —
☆VYMI funds › VANGUARD INTERNATIONAL TRIM — 0.1% -0.0% 4.9 50,223 -4,197 5 —
☆COST funds › COSTCO WHOLESALE ADD — 0.1% +0.1% 4.8 5,175 +2,960 5 —
☆VB funds › VANGUARD SMALL ADD — 0.1% +0.0% 4.7 15,440 +5,696 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 4.6 19,251 -642 5 —
☆LLY funds › ELI LILLY ADD — 0.1% +0.0% 4.6 3,795 +491 5 —
☆MDT funds › MEDTRONIC PLC ADD — 0.1% -0.0% 4.5 56,984 +12,259 5 —
☆DFAT funds › DIMENSIONAL US TRIM — 0.1% -0.1% 4.4 63,378 -52,847 5 —
☆VTWV funds › VANGUARD RUSSELL ADD — 0.1% +0.1% 4.3 21,923 +19,899 2 —
☆VV funds › VANGUARD LARGE ADD — 0.1% -0.0% 4.2 12,192 +98 5 —
☆IBM funds › INTL BUSINESS TRIM — 0.1% -0.1% 4.1 14,588 -8,751 5 —
☆IWV funds › ISHARES RUSSELL TRIM — 0.1% -0.0% 4.1 9,511 -38 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD ADD — 0.1% +0.0% 4.0 53,135 +22,006 2 —
☆AIT funds › APPLIED INDUSTRIAL TECH TRIM — 0.1% -0.0% 4.0 11,844 -949 5 —
☆MGV funds › VANGUARD MEGA ADD — 0.1% +0.0% 4.0 24,217 +9,021 5 —
☆AMP funds › AMERIPRISE FINANCIAL ADD — 0.1% +0.0% 3.8 8,317 +1,574 5 —
☆VNQ funds › VANGUARD REAL TRIM — 0.1% -0.0% 3.8 39,319 -2,945 5 —
☆VTWO funds › VANGUARD RUSSELL ADD — 0.1% +0.1% 3.8 31,176 +28,816 4 —
☆PG funds › PROCTER & GAMBLE TRIM — 0.1% -0.0% 3.8 25,583 -1,061 5 —
☆GKOS funds › GLAUKOS CORP ADD — 0.1% +0.0% 3.7 26,499 +2,913 4 —
☆BKIE funds › BNY MELLON ADD — 0.1% -0.0% 3.6 36,261 +404 5 —
☆SCHM funds › SCHWAB US ADD — 0.1% +0.0% 3.6 98,902 +55 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 3.5 69,610 +52,375 4 —
☆DFUV funds › DIMENSIONAL US TRIM — 0.1% -0.0% 3.4 62,703 -5,307 5 —
☆SPDW funds › SPDR PORTFOLIO ADD — 0.1% -0.0% 3.2 63,122 +522 5 —
☆SCHX funds › SCHWAB US ADD — 0.1% +0.0% 3.2 107,575 +3,847 5 —
☆LMT funds › LOCKHEED MARTIN ADD — 0.1% -0.0% 3.1 6,175 +1,579 5 —
☆IEMG funds › ISHARES CORE ADD — 0.1% +0.1% 3.1 37,551 +33,846 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 3.1 16,833 -1,040 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 3.1 8,914 +882 5 —
☆MRK funds › MERCK & COMPANY ADD — 0.1% -0.0% 3.0 23,571 +322 5 —
☆QQQM funds › INVESCO NASDAQ TRIM — 0.1% +0.0% 3.0 9,948 -516 5 —
☆IWB funds › ISHARES RUSSELL HOLD — 0.1% -0.0% 3.0 7,265 +0 5 —
☆UBER funds › UBER TECHNOLOGIES ADD — 0.1% -0.0% 3.0 41,051 +5,544 5 —
☆AMD funds › ADVANCED MICRO TRIM — 0.1% +0.0% 2.9 5,077 -3,689 3 —
☆XLK funds › SECTOR TECHNOLOGY ADD — 0.1% +0.0% 2.9 15,287 +1,014 5 —
☆SPTS funds › SPDR PORTFOLIO TRIM — 0.1% -0.0% 2.8 95,459 -11,211 5 —
☆DVY funds › ISHARES SELECT TRIM — 0.1% -0.0% 2.7 17,317 -1,163 5 —
☆VXF funds › VANGUARD EXTENDED TRIM — 0.1% -0.0% 2.7 10,962 -643 5 —
☆ICSH funds › BLACKROCK ULTRA TRIM — 0.1% -0.0% 2.7 52,906 -5,121 5 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 2.7 19,743 -745 5 —
☆IJR funds › ISHARES CORE ADD — 0.1% +0.0% 2.6 17,553 +76 5 —
☆DFAE funds › DIMENSIONAL EMERGING TRIM — 0.1% -0.0% 2.6 64,482 -496 5 —
☆ETN funds › EATON CORP ADD — 0.1% +0.0% 2.6 5,989 +160 5 —
☆SCHZ funds › SCHWAB AGGREGATE TRIM — 0.1% -0.0% 2.5 109,176 -19,841 5 —
☆SGOV funds › ISHARES TR TRIM — 0.1% -0.0% 2.5 24,540 -2,268 5 —
☆IJH funds › ISHARES CORE ADD — 0.1% +0.0% 2.5 31,796 +1,857 5 —
☆HD funds › HOME DEPOT ADD — 0.1% -0.0% 2.3 6,628 +197 5 —
☆IWF funds › ISHARES RUSSELL ADD — 0.1% -0.0% 2.3 18,458 +13,705 5 —
☆PANW funds › PALO ALTO ADD — 0.1% +0.0% 2.3 6,638 +1,157 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY TRIM — 0.1% -0.1% 2.2 3 -5 5 —
☆PM funds › PHILIP MORRIS ADD — 0.1% -0.0% 2.2 11,954 +9 5 —
☆DFIV funds › DIMENSIONAL INTL ADD — 0.1% -0.0% 2.2 39,895 +908 5 —
☆IWR funds › ISHARES RUSSELL ADD — 0.1% -0.0% 2.1 19,397 +6 5 —
☆VOE funds › VANGUARD MID ADD — 0.1% -0.0% 2.1 10,663 +23 5 —
☆CRM funds › SALESFORCE.COM INC TRIM — 0.1% -0.0% 2.1 13,425 -24 5 —
☆IVW funds › ISHARES S&P TRIM — 0.1% +0.0% 2.1 15,241 -43 5 —
☆XLF funds › SECTOR FINANCIAL ADD — 0.1% -0.0% 2.1 38,988 +2,181 5 —
☆DDOG funds › DATADOG INC NEW — 0.1% +0.1% 2.1 7,977 +7,977 1 —
☆DFAX funds › DIMENSIONAL WORLD TRIM — 0.1% -0.0% 2.1 55,958 -203 5 —
☆BAC funds › BANK AMERICA TRIM — 0.1% -0.0% 2.0 35,794 -436 5 —
☆ADBE funds › ADOBE INC TRIM — 0.1% -0.0% 2.0 9,867 -1,174 5 —
☆SMH funds › VANECK VECTORS HOLD — 0.1% +0.0% 2.0 3,038 +0 5 —
☆LOW funds › LOWES COMPANIES ADD — 0.1% -0.0% 2.0 8,879 +37 5 —
☆IJS funds › ISHARES S&P TRIM — 0.1% -0.0% 1.9 13,969 -330 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 1.8 17,471 +4,597 2 —
☆APO funds › APOLLO GLOBAL TRIM — 0.1% -0.0% 1.8 15,352 -3,671 5 —
☆MDY funds › SPDR S&P HOLD — 0.1% -0.0% 1.8 2,571 +0 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.0% 1.8 4,103 +250 5 —
☆DFLV funds › DIMENSIONAL US TRIM — 0.1% -0.0% 1.8 44,426 -2,547 5 —
☆TIP funds › ISHARES TIPS HOLD — 0.1% -0.0% 1.7 15,922 +0 5 —
☆NEM funds › NEWMONT CORP ADD — 0.1% -0.0% 1.7 18,505 +2,737 4 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.0% -0.0% 1.7 1,745 +102 5 —
☆EFA funds › ISHARES MSCI TRIM — 0.0% -0.0% 1.7 16,049 -500 5 —
☆IYW funds › ISHARES TECHNOLOGY HOLD — 0.0% +0.0% 1.6 6,454 +0 5 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 1.6 12,266 +2,466 5 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 1.6 7,462 +420 5 —
☆KAI funds › KADANT INC HOLD — 0.0% -0.0% 1.5 4,926 +0 4 —
☆SLV funds › ISHARES SILVER ADD — 0.0% -0.0% 1.5 28,883 +605 5 —
☆VGSH funds › VANGUARD SHORT TRIM — 0.0% -0.0% 1.5 26,396 -12,792 5 —
☆HFFG funds › HF FOODS HOLD — 0.0% -0.0% 1.5 1,063,342 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR ADD — 0.0% +0.0% 1.5 3,101 +377 5 —
☆LIN funds › LINDE PLC TRIM — 0.0% -0.0% 1.5 2,825 -376 5 —
☆MO funds › ALTRIA GROUP ADD — 0.0% -0.0% 1.5 20,358 +48 5 —
☆VSS funds › VANGUARD FTSE TRIM — 0.0% -0.0% 1.4 9,389 -1,130 5 —
☆CVX funds › CHEVRON CORP ADD — 0.0% -0.0% 1.4 8,426 +437 5 —
☆MCK funds › MCKESSON CORP ADD — 0.0% -0.0% 1.4 1,846 +56 5 —
☆SHY funds › ISHARES 1-3YR ADD — 0.0% +0.0% 1.3 16,379 +3,939 5 —
☆SDY funds › SPDR SERIES ADD — 0.0% -0.0% 1.3 8,763 +16 5 —
☆FTNT funds › FORTINET INC ADD — 0.0% +0.0% 1.3 8,681 +27 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.0% -0.0% 1.3 4,871 -168 5 —
☆IWD funds › ISHARES RUSSELL ADD — 0.0% -0.0% 1.3 5,366 +205 5 —
☆UNH funds › UNITEDHEALTH GROUP ADD — 0.0% +0.0% 1.3 3,128 +19 2 —
☆BKMC funds › BNY MELLON TRIM — 0.0% -0.0% 1.3 10,425 -1,006 5 —
☆VEU funds › VANGUARD FTSE TRIM — 0.0% -0.0% 1.3 15,383 -3,990 5 —
☆SPSB funds › SPDR PORTFOLIO TRIM — 0.0% -0.0% 1.3 42,863 -1,520 5 —
☆IEF funds › ISHARES TR ADD — 0.0% -0.0% 1.3 13,571 +30 3 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 1.3 5,685 +5,685 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 1.3 5,685 +5,685 1 —
☆BLK funds › BLACKROCK INC ADD — 0.0% -0.0% 1.2 1,298 +41 5 —
☆IVE funds › ISHARES S&P ADD — 0.0% -0.0% 1.2 5,264 +10 5 —
☆RSP funds › INVESCO S&P TRIM — 0.0% -0.0% 1.2 5,555 -1,158 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.0% -0.0% 1.2 10,028 -1,790 5 —
☆KKR funds › KKR & CO TRIM — 0.0% -0.0% 1.2 12,740 -2,095 5 —
☆NFLX funds › NETFLIX INC ADD — 0.0% -0.0% 1.2 16,331 +37 5 —
☆RTX funds › RAYTHEON TECHNOLOGIES ADD — 0.0% -0.0% 1.2 6,099 +632 5 —
☆VIS funds › VANGUARD INDUSTRIALS HOLD — 0.0% -0.0% 1.2 3,203 +0 5 —
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 1.1 5,087 +6 5 —
☆IMAX funds › IMAX CORP HOLD — 0.0% -0.0% 1.1 27,579 +0 4 —
☆NEE funds › NEXTERA ENERGY ADD — 0.0% -0.0% 1.1 12,432 +117 5 —
☆ORCL funds › ORACLE CORP ADD — 0.0% -0.0% 1.1 7,434 +475 5 —
☆F funds › FORD MOTOR TRIM — 0.0% -0.0% 1.1 76,407 -1,735 5 —
☆SCHD funds › SCHWAB US ADD — 0.0% -0.0% 1.1 33,377 +188 5 —
☆MA funds › MASTERCARD INC ADD — 0.0% -0.0% 1.1 2,059 +51 5 —
☆EWBC funds › EAST WEST ADD — 0.0% +0.0% 1.0 7,941 +52 2 —
☆GE funds › GENERAL ELECTRIC TRIM — 0.0% +0.0% 1.0 2,722 -2 5 —
☆IYJ funds › ISHARES TR TRIM — 0.0% -0.0% 1.0 6,054 -275 5 —
☆SCHA funds › SCHWAB US ADD — 0.0% +0.0% 1.0 27,814 +2,361 5 —
☆DIA funds › SPDR DOW TRIM — 0.0% -0.0% 1.0 1,911 -250 5 —
☆TJX funds › TJX COS ADD — 0.0% -0.0% 1.0 6,575 +553 5 —
☆VHT funds › VANGUARD HEALTH ADD — 0.0% +0.0% 1.0 3,288 +1,085 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES TRIM — 0.0% -0.0% 1.0 8,290 -1,015 4 —
☆VTES funds › VANGUARD WELLINGTON FD NEW — 0.0% +0.0% 0.9 9,365 +9,365 1 —
☆GLTR funds › ABRDN PRECIOUS METALS BASKET HOLD — 0.0% -0.0% 0.9 5,145 +0 4 —
☆MDLZ funds › MONDELEZ INTERNATIONAL TRIM — 0.0% -0.0% 0.9 16,108 -73 5 —
☆SPIB funds › SPDR PORTFOLIO TRIM — 0.0% -0.0% 0.9 27,807 -1,863 5 —
☆TXN funds › TEXAS INSTRUMENTS ADD — 0.0% +0.0% 0.9 3,086 +309 5 —
☆KO funds › COCA COLA COMPANY ADD — 0.0% -0.0% 0.9 11,300 +204 5 —
☆BKNG funds › BOOKING HOLDINGS ADD — 0.0% -0.1% 0.9 5,144 +4,484 5 —
☆WFC funds › WELLS FARGO ADD — 0.0% -0.0% 0.9 10,741 +2 4 —
☆SKY funds › SKYLINE CHAMPION CORPORATION HOLD — 0.0% +0.0% 0.9 10,000 +0 4 —
☆SCHG funds › SCHWAB US ADD — 0.0% +0.0% 0.9 25,860 +8,715 5 —
☆GEV funds › GE VERNOVA ADD — 0.0% +0.0% 0.9 738 +236 5 —
☆SPEM funds › SPDR PORTFOLIO ADD — 0.0% -0.0% 0.8 16,385 +402 5 —
☆BCPC funds › BALCHEM CORP HOLD — 0.0% -0.0% 0.8 5,000 +0 5 —
☆DGRO funds › ISHARES CORE TRIM — 0.0% -0.0% 0.8 10,779 -1,232 5 —
☆SCHP funds › SCHWAB US ADD — 0.0% +0.0% 0.8 29,678 +15,511 5 —
☆BKAG funds › BNY MELLON TRIM — 0.0% -0.0% 0.8 18,485 -2,948 5 —
☆SOXX funds › ISHARES SEMICONDUCTOR ADD — 0.0% +0.0% 0.8 1,201 +497 3 —
☆ONEQ funds › FIDELITY COMWLTH TR HOLD — 0.0% +0.0% 0.7 7,249 +0 3 —
☆CTVA funds › CORTEVA INC TRIM — 0.0% -0.0% 0.7 8,774 -1,314 5 —
☆VGIT funds › VANGUARD INTERMEDIATE TRIM — 0.0% -0.0% 0.7 12,369 -1,600 5 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 0.7 1,022 +102 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 0.7 6,371 -194 5 —
☆BSV funds › VANGUARD SHORT TRIM — 0.0% -0.0% 0.7 9,299 -153 5 —
☆QUAL funds › ISHARES MSCI ADD — 0.0% -0.0% 0.7 3,300 +1 5 —
☆QYLD funds › GLOBAL X HOLD — 0.0% -0.0% 0.7 39,000 +0 2 —
☆ISPY funds › PROSHARES TR HOLD — 0.0% -0.0% 0.7 14,900 +0 2 —
☆BA funds › BOEING CO TRIM — 0.0% -0.0% 0.7 3,260 -31 5 —
☆CUSIP:025072323 funds › AMERICAN CENTURY ADD — 0.0% -0.0% 0.7 9,595 +2 5 —
☆RSPT funds › INVESCO S&P HOLD — 0.0% +0.0% 0.7 10,890 +0 4 —
☆EQWL funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.7 5,429 +3,019 3 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.7 8,155 +21 5 —
☆COF funds › CAPITAL ONE ADD — 0.0% -0.0% 0.7 3,300 +53 5 —
☆JAZZ funds › JAZZ PHARMACEUTICALS HOLD — 0.0% +0.0% 0.7 2,720 +0 2 —
☆SCHV funds › SCHWAB US ADD — 0.0% -0.0% 0.7 18,827 +60 5 —
☆BNDX funds › VANGUARD TOTAL ADD — 0.0% -0.0% 0.7 13,529 +221 4 —
☆IWS funds › ISHARES RUSS ADD — 0.0% -0.0% 0.6 3,902 +1 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.6 3,750 +3,750 1 —
☆ETHA funds › ISHARES ETHEREUM TR ADD — 0.0% -0.0% 0.6 53,484 +1,434 3 —
☆ZTS funds › ZOETIS INC TRIM — 0.0% -0.0% 0.6 8,758 -2,585 4 —
☆PRGO funds › PERRIGO CO ADD — 0.0% +0.0% 0.6 60,271 +25,424 2 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.0% -0.0% 0.6 363 -770 5 —
☆CRWD funds › CROWDSTRIKE HOLDINGS NEW — 0.0% +0.0% 0.6 805 +805 1 —
☆PRU funds › PRUDENTIAL FINANCIAL ADD — 0.0% -0.0% 0.6 5,640 +8 5 —
☆ITW funds › ILLINOIS TOOL TRIM — 0.0% -0.0% 0.6 2,230 -33 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 0.6 6,598 -81 5 —
☆MTRN funds › MATERION CORP HOLD — 0.0% +0.0% 0.6 2,000 +0 4 —
☆AVLV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.6 6,512 +0 5 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% -0.0% 0.6 2,487 +0 5 —
☆IEFA funds › ISHARES CORE ADD — 0.0% -0.0% 0.6 6,007 +224 4 —
☆MPC funds › MARATHON PETROLEUM ADD — 0.0% -0.0% 0.6 2,237 +9 5 —
☆CL funds › COLGATE-PALMOLIVE NEW — 0.0% +0.0% 0.6 6,123 +6,123 1 —
☆STT funds › STATE STREET ADD — 0.0% +0.0% 0.6 3,284 +37 5 —
☆VFH funds › VANGUARD FINANCIALS ADD — 0.0% +0.0% 0.6 4,219 +2,105 5 —
☆SHW funds › SHERWIN WILLIAMS TRIM — 0.0% -0.0% 0.5 1,575 -84 5 —
☆CB funds › CHUBB LTD ADD — 0.0% -0.0% 0.5 1,586 +13 2 —
☆CUSIP:921910733 funds › VANGUARD ESG HOLD — 0.0% -0.0% 0.5 4,082 +0 5 —
☆SCHE funds › SCHWAB EMERGING ADD — 0.0% -0.0% 0.5 14,848 +706 5 —
☆CG funds › CARLYLE GROUP TRIM — 0.0% -0.0% 0.5 12,734 -9,118 5 —
☆STLD funds › STEEL DYNAMICS INC ADD — 0.0% +0.0% 0.5 2,332 +4 2 —
☆TDG funds › TRANSDIGM GROUP HOLD — 0.0% -0.0% 0.5 398 +0 2 —
☆ASML funds › ASML HOLDING NEW — 0.0% +0.0% 0.5 266 +266 1 —
☆VLO funds › VALERO ENERGY ADD — 0.0% -0.0% 0.5 2,011 +4 5 —
☆EFIV funds › SPDR SERIES ADD — 0.0% -0.0% 0.5 6,966 +2 5 —
☆DE funds › DEERE & CO ADD — 0.0% +0.0% 0.5 794 +99 3 —
☆HSBC funds › HSBC HOLDINGS ADD — 0.0% -0.0% 0.5 5,226 +87 2 —
☆CDNS funds › CADENCE DESIGN NEW — 0.0% +0.0% 0.5 1,294 +1,294 1 —
☆IYC funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 4,799 -558 5 —
☆EMR funds › EMERSON ELECTRIC TRIM — 0.0% -0.0% 0.5 3,303 -1 4 —
☆DIS funds › WALT DISNEY ADD — 0.0% -0.0% 0.5 4,788 +24 5 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% -0.0% 0.5 1,924 +84 2 —
☆GILD funds › GILEAD SCIENCES ADD — 0.0% -0.0% 0.5 3,636 +38 3 —
☆WEC funds › WEC ENERGY TRIM — 0.0% -0.0% 0.5 3,928 -3 4 —
☆IUSV funds › ISHARES CORE HOLD — 0.0% -0.0% 0.5 4,121 +0 3 —
☆WAL funds › WESTERN ALLIANCE BANCORP HOLD — 0.0% -0.0% 0.5 5,500 +0 2 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.4 5,452 +0 4 —
☆IAGG funds › ISHARES CORE ADD — 0.0% -0.0% 0.4 8,775 +12 2 —
☆HSY funds › HERSHEY CO HOLD — 0.0% -0.0% 0.4 2,507 +0 5 —
☆AVIV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.4 5,654 +0 5 —
☆SCHC funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.4 9,079 -27 4 —
☆DELL funds › DELL TECHNOLOGIES NEW — 0.0% +0.0% 0.4 1,010 +1,010 1 —
☆EEM funds › ISHARES MSCI ADD — 0.0% +0.0% 0.4 6,335 +4 3 —
☆AZN funds › ASTRAZENECA PLC HOLD — 0.0% -0.0% 0.4 2,270 +0 2 —
☆INTU funds › INTUIT INC TRIM — 0.0% -0.0% 0.4 1,611 -222 5 —
☆IJJ funds › ISHARES S&P ADD — 0.0% -0.0% 0.4 2,828 +1 5 —
☆FITB funds › FIFTH THIRD TRIM — 0.0% -0.0% 0.4 7,401 -2,234 2 —
☆COHR funds › COHERENT CORP ADD — 0.0% +0.0% 0.4 1,055 +55 2 —
☆TEVA funds › TEVA PHARMACEUTICAL TRIM — 0.0% -0.0% 0.4 12,000 -200 5 —
☆Q funds › QNITY ELECTRONICS INC ADD — 0.0% +0.0% 0.4 2,479 +38 3 —
☆VCIT funds › VANGUARD INTERMEDIATE HOLD — 0.0% -0.0% 0.4 4,870 +0 5 —
☆NDAQ funds › NASDAQ INC NEW — 0.0% +0.0% 0.4 5,076 +5,076 1 —
☆VTRS funds › VIATRIS INC ADD — 0.0% +0.0% 0.4 25,004 +2,254 5 —
☆ADP funds › AUTOMATIC DATA TRIM — 0.0% -0.0% 0.4 1,765 -47 2 —
☆VSGX funds › VANGUARD ESG HOLD — 0.0% -0.0% 0.4 4,774 +0 5 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.0% +0.0% 0.4 2,279 +2,279 1 —
☆KMB funds › KIMBERLY CLARK TRIM — 0.0% -0.0% 0.4 3,517 -125 5 —
☆SPGM funds › SPDR MSCI NEW — 0.0% +0.0% 0.4 4,480 +4,480 1 —
☆CMF funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 6,580 +0 2 —
☆BNY funds › BANK NEW YORK TRIM — 0.0% +0.0% 0.4 2,594 -4 3 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.4 8,978 +10 5 —
☆CATY funds › CATHAY GEN BANCORP HOLD — 0.0% +0.0% 0.4 6,000 +0 2 —
☆VPL funds › VANGUARD FTSE TRIM — 0.0% -0.0% 0.4 3,194 -735 5 —
☆MTUM funds › ISHARES MSCI TRIM — 0.0% +0.0% 0.4 1,077 -28 4 —
☆DTE funds › DTE ENERGY ADD — 0.0% -0.0% 0.4 2,392 +111 4 —
☆TT funds › TRANE TECHNOLOGIES ADD — 0.0% +0.0% 0.4 734 +186 2 —
☆WM funds › WASTE MANAGEMENT ADD — 0.0% -0.0% 0.4 1,614 +174 5 —
☆VOT funds › VANGUARD MID ADD — 0.0% +0.0% 0.4 1,172 +61 5 —
☆COKE funds › COCA-COLA CONSOLIDATED HOLD — 0.0% -0.0% 0.4 1,880 +0 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.4 9,591 +9,591 1 —
☆EAGG funds › ISHARES ESG HOLD — 0.0% -0.0% 0.4 7,523 +0 4 —
☆GLD funds › SPDR GOLD TRIM — 0.0% -0.0% 0.4 966 -11 5 —
☆WPM funds › WHEATON PRECIOUS METALS CORP TRIM — 0.0% -0.0% 0.4 3,165 -50 4 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.4 14,553 -2,130 5 —
☆UBS funds › UBS GROUP HOLD — 0.0% +0.0% 0.3 7,061 +0 5 —
☆RLJPRA funds › RLJ LODGING ADD — 0.0% -0.0% 0.3 13,697 +260 5 —
☆FNDX funds › SCHWAB FUNDAMENTAL HOLD — 0.0% -0.0% 0.3 10,797 +0 4 —
☆WMB funds › WILLIAMS COS ADD — 0.0% -0.0% 0.3 4,500 +16 2 —
☆ORLY funds › O REILLY AUTOMOTIVE ADD — 0.0% -0.0% 0.3 3,597 +10 5 —
☆APOG funds › APOGEE ENTERPRISES HOLD — 0.0% +0.0% 0.3 7,233 +0 5 —
☆IXN funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 2,280 +0 4 —
☆AEP funds › AMERICAN ELECTRIC TRIM — 0.0% -0.0% 0.3 2,381 -55 2 —
☆DGX funds › QUEST DIAGNOSTICS ADD — 0.0% +0.0% 0.3 1,519 +210 5 —
☆SO funds › SOUTHERN COMPANY ADD — 0.0% -0.0% 0.3 3,350 +200 5 —
☆SPLV funds › INVESCO EXCHANGE HOLD — 0.0% -0.0% 0.3 4,227 +0 5 —
☆DHR funds › DANAHER CORP TRIM — 0.0% -0.0% 0.3 1,655 -34 5 —
☆ADI funds › ANALOG DEVICES ADD — 0.0% +0.0% 0.3 792 +13 2 —
☆CUSIP:92206C623 funds › VANGUARD RUSSELL HOLD — 0.0% +0.0% 0.3 1,093 +0 4 —
☆CHCO funds › CITY HLDG CO TRIM — 0.0% -0.0% 0.3 2,365 -304 5 —
☆REET funds › ISHARES GLOBAL NEW — 0.0% +0.0% 0.3 11,320 +11,320 1 —
☆SUSL funds › ISHARES ESG HOLD — 0.0% -0.0% 0.3 2,334 +0 2 —
☆JMOM funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.3 3,616 -8,729 2 —
☆INTC funds › INTEL CORP NEW — 0.0% +0.0% 0.3 2,200 +2,200 1 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.3 2,172 +2,172 1 —
☆ARES funds › ARES MANAGEMENT TRIM — 0.0% -0.0% 0.3 2,705 -71 5 —
☆DOV funds › DOVER CORP ADD — 0.0% -0.0% 0.3 1,330 +1 3 —
☆WSM funds › WILLIAMS SONOMA INC NEW — 0.0% +0.0% 0.3 1,270 +1,270 1 —
☆NSC funds › NORFOLK SOUTHERN HOLD — 0.0% -0.0% 0.3 934 +0 5 —
☆EVTR funds › MORGAN STANLEY ETF TRUST HOLD — 0.0% -0.0% 0.3 5,755 +0 3 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.0% +0.0% 0.3 859 +859 1 —
☆AVEM funds › AMERICAN CENTURY ADD — 0.0% +0.0% 0.3 2,957 +4 5 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.3 13,736 -1,529 5 —
☆GWW funds › GRAINGER W W TRIM — 0.0% +0.0% 0.3 207 -5 5 —
☆SPYM funds › SPDR PORTFOLIO TRIM — 0.0% -0.0% 0.3 3,168 -823 3 —
☆XLE funds › SECTOR ENERGY ADD — 0.0% -0.0% 0.3 5,198 +1,111 2 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC HOLD — 0.0% -0.0% 0.3 3,099 +0 2 —
☆HOMZ funds › ETF SER SOLUTIONS ADD — 0.0% -0.0% 0.3 5,738 +37 4 —
☆FRME funds › FIRST MERCHANTS CORP HOLD — 0.0% -0.0% 0.3 6,258 +0 5 —
☆EME funds › EMCOR GROUP INC NEW — 0.0% +0.0% 0.3 324 +324 1 —
☆WOR funds › WORTHINGTON INDUSTRIES HOLD — 0.0% -0.0% 0.3 5,000 +0 4 —
☆VOX funds › VANGUARD COMMUNICATION NEW — 0.0% +0.0% 0.3 1,453 +1,453 1 —
☆GD funds › GENERAL DYNAMICS ADD — 0.0% -0.0% 0.3 752 +72 4 —
☆SPTI funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.3 9,205 +0 4 —
☆WTV funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.3 2,528 -6,323 2 —
☆AFL funds › AFLAC INC NEW Common Stock 0.0% +0.0% 0.3 2,190 +2,190 1 —
☆MPLX funds › MPLX HOLD — 0.0% -0.0% 0.3 4,543 +0 5 —
☆MEAR funds › ISHARES U S ETF TR HOLD — 0.0% -0.0% 0.3 5,037 +0 5 —
☆BKEM funds › BNY MELLON HOLD — 0.0% +0.0% 0.3 2,628 +0 2 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.0% -0.0% 0.2 2,433 -379 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.2 1,467 +148 2 —
☆RCL funds › ROYAL CARIBBEAN NEW — 0.0% +0.0% 0.2 777 +777 1 —
☆TMO funds › THERMO FISHER TRIM — 0.0% -0.0% 0.2 491 -23 4 —
☆BMY funds › BRISTOL MYERS TRIM — 0.0% -0.0% 0.2 4,269 -1,307 5 —
☆DFEM funds › DIMENSIONAL EMERGING ADD — 0.0% -0.0% 0.2 5,917 +25 4 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.2 4,715 +4,715 1 —
☆IWM funds › ISHARES RUSSELL NEW — 0.0% +0.0% 0.2 783 +783 1 —
☆HWM funds › HOWMET AEROSPACE TRIM — 0.0% -0.0% 0.2 860 -15 2 —
☆RSPH funds › INVESCO S&P HOLD — 0.0% -0.0% 0.2 6,900 +0 4 —
☆IUSG funds › ISHARES S&P NEW — 0.0% +0.0% 0.2 1,200 +1,200 1 —
☆IYF funds › ISHARES U S TRIM — 0.0% -0.0% 0.2 1,769 -2,689 2 —
☆IWO funds › ISHARES RUSSELL NEW — 0.0% +0.0% 0.2 572 +572 1 —
☆CEG funds › CONSTELLATION ENERGY ADD — 0.0% -0.0% 0.2 902 +55 5 —
☆SPSM funds › SPDR PORTFOLIO NEW — 0.0% +0.0% 0.2 3,859 +3,859 1 —
☆RWL funds › INVESCO S&P HOLD — 0.0% -0.0% 0.2 1,741 +0 2 —
☆IVOG funds › VANGUARD S&P NEW — 0.0% +0.0% 0.2 1,518 +1,518 1 —
☆MKL funds › MARKEL GROUP INC HOLD — 0.0% -0.0% 0.2 113 +0 5 —
☆SNY funds › SANOFI HOLD — 0.0% -0.0% 0.2 5,130 +0 5 —
☆XVV funds › ISHARES ESG NEW — 0.0% +0.0% 0.2 3,786 +3,786 1 —
☆VFQY funds › VANGUARD WELLINGTON FD TRIM — 0.0% -0.0% 0.2 1,247 -3,007 2 —
☆NOW funds › SERVICENOW INC NEW — 0.0% +0.0% 0.2 2,135 +2,135 1 —
☆TSN funds › TYSON FOODS HOLD — 0.0% -0.0% 0.2 3,700 +0 5 —
☆FIX funds › COMFORT SYS USA INC NEW — 0.0% +0.0% 0.2 106 +106 1 —
☆ISTB funds › ISHARES TR ADD — 0.0% -0.0% 0.2 4,326 +9 4 —
☆DLS funds › WISDOMTREE INTL HOLD — 0.0% -0.0% 0.2 2,487 +0 3 —
☆DUK funds › DUKE ENERGY ADD — 0.0% -0.0% 0.2 1,592 +1 2 —
☆PNW funds › PINNACLE WEST NEW — 0.0% +0.0% 0.2 1,872 +1,872 1 —
☆CHY funds › CALAMOS CONVERTIBLE HOLD — 0.0% +0.0% 0.2 11,845 +0 2 —
☆TLSA funds › TIZIANA LIFE ADD — 0.0% +0.0% 0.2 125,950 +14,050 5 —
☆GGB funds › GERDAU SA ADD — 0.0% +0.0% 0.2 38,284 +26,589 5 —
☆HIVE funds › HIVE DIGITAL TECHNOLOGIES LT HOLD — 0.0% +0.0% 0.1 22,660 +0 5 —
☆PTON funds › PELOTON INTERACTIVE NEW — 0.0% +0.0% 0.1 12,050 +12,050 1 —
☆AMC funds › AMC ENTERTAINMENT ADD Common Stock 0.0% +0.0% 0.0 21,500 +2,500 3 —
☆BYND funds › BEYOND MEAT ADD — 0.0% +0.0% 0.0 37,525 +23,000 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL EXIT — 0.0% -0.1% 0.0 0 -13,406 0 —
☆TER funds › TERADYNE INC EXIT — 0.0% -0.0% 0.0 0 -2,905 0 —
☆CMPS funds › COMPASS PATHWAYS EXIT — 0.0% -0.0% 0.0 0 -19,037 0 —
☆XLC funds › SELECT SECTOR EXIT — 0.0% -0.0% 0.0 0 -3,415 0 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF EXIT — 0.0% -0.0% 0.0 0 -3,819 0 —
☆USB funds › U S BANCORP DE EXIT — 0.0% -0.0% 0.0 0 -4,195 0 —
☆KR funds › KROGER CO EXIT — 0.0% -0.0% 0.0 0 -2,994 0 —
☆CUSIP:26614N102 funds › DUPONT DE EXIT — 0.0% -0.0% 0.0 0 -4,887 0 —
☆GIS funds › GENERAL MILLS EXIT — 0.0% -0.0% 0.0 0 -5,705 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 3,424 392 0.06 48% 0.029 0.813 — in
2026Q1 2,892 367 0.06 49% 0.030 0.803 — in
2025Q4 2,682 339 0.05 50% 0.031 0.784 — in
2025Q3 2,461 316 0.04 50% 0.033 0.797 — in
2025Q2 2,167 291 0.06 50% 0.033 0.789 — entered
2025Q1 1,891 301 0.00 50% 0.033 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