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☆Clear Creek Financial Management, LLC

CIK 0001784235 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.236
AUM ($M)
1,555
Positions
642
Turnover
0.17
Top-10 wt
20%
Herfindahl
0.008
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 691 positions (showing top 500 by weight) · portfolio value $1,555M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST ADD — 3.0% -0.1% 46.4 527,660 +6,502 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 2.7% +1.7% 41.9 36,300 -857 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 2.4% -0.0% 37.9 318,096 -6,942 5 —
☆IVV funds › ISHARES TR TRIM — 2.4% -0.3% 37.6 50,170 -3,512 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 1.7% -0.1% 27.0 1,059,916 +109,687 5 —
☆EFA funds › ISHARES TR ADD — 1.7% -0.1% 27.0 260,004 +7,908 5 —
☆BALT funds › INNOVATOR ETFS TRUST ADD — 1.5% -0.1% 22.9 669,133 +56,027 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.5% -0.4% 22.8 30,919 -10,187 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.4% -0.1% 22.4 111,968 -5,044 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 1.4% +0.6% 21.7 263,071 +121,116 5 —
☆AAPL funds › APPLE INC ADD — 1.4% +0.0% 21.6 74,607 +4,206 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 1.2% -0.2% 19.2 315,733 -13,013 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 1.1% +0.3% 17.2 78,791 +25,758 5 —
☆USFR funds › WISDOMTREE TR TRIM — 1.1% -1.9% 16.9 335,303 -437,629 3 —
☆AMZN funds › AMAZON COM INC ADD — 1.0% +0.0% 16.3 68,288 +5,694 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 1.0% +0.0% 15.9 431,877 +1,860 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 1.0% -0.2% 15.6 313,206 -3,096 5 —
☆AVIV funds › AMERICAN CENTY ETF TR NEW — 1.0% +1.0% 15.2 196,767 +196,767 1 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 1.0% +0.2% 15.1 93,671 +663 5 —
☆SMH funds › VANECK ETF TRUST ADD — 1.0% +0.6% 15.0 22,806 +11,762 5 —
☆GOVT funds › ISHARES TR ADD — 0.9% +0.1% 14.8 647,842 +181,625 5 —
☆VAW funds › VANGUARD WORLD FD ADD — 0.9% +0.3% 14.6 63,992 +26,561 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD TRIM — 0.9% -0.5% 14.6 192,880 -50,130 5 —
☆VIS funds › VANGUARD WORLD FD ADD — 0.9% +0.3% 14.3 39,804 +15,602 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.9% -0.1% 14.1 37,829 +2,500 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.9% +0.9% 14.0 88,898 +88,898 1 —
☆SGVT funds › SCHWAB STRATEGIC TR ADD — 0.9% +0.3% 13.7 135,911 +57,068 2 —
☆EEM funds › ISHARES TR TRIM — 0.9% -0.2% 13.3 194,950 -58,023 5 —
☆IWM funds › ISHARES TR TRIM — 0.8% -0.4% 12.8 42,739 -22,987 5 —
☆ACYN funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.8% +0.7% 12.4 594,358 +515,737 2 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.7% +0.0% 11.7 246,953 +16,183 5 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.7% -0.1% 10.6 177,716 +17,602 5 —
☆TSLA funds › TESLA INC ADD — 0.6% +0.0% 10.1 24,025 +2,768 5 —
☆STIP funds › ISHARES TR ADD — 0.6% -0.0% 9.9 96,851 +10,419 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.6% +0.0% 9.8 14,306 +1,149 5 —
☆BITB funds › BITWISE BITCOIN ETF TR ADD — 0.6% -0.1% 9.7 304,155 +55,195 5 —
☆SGOV funds › ISHARES TR ADD — 0.6% -0.0% 9.5 94,120 +13,658 5 —
☆ACYS funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.6% +0.6% 9.4 459,791 +459,791 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.6% -0.0% 8.9 37,525 +897 5 —
☆HYLS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.6% -0.1% 8.7 213,297 -5,225 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.6% -0.2% 8.6 113,506 +6,580 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.5% -0.1% 8.4 62,725 -14,310 5 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.5% -0.0% 8.0 179,524 +26,940 5 —
☆IEFA funds › ISHARES TR ADD — 0.5% +0.2% 7.8 80,957 +31,495 2 —
☆COWZ funds › PACER FDS TR ADD — 0.5% -0.1% 7.7 123,795 +4,947 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.0% 7.6 21,403 +590 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.5% -0.0% 7.6 10,202 -629 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.5% +0.2% 7.6 9,945 -750 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.5% +0.2% 7.6 39,489 +19,912 5 —
☆FBCG funds › FIDELITY COVINGTON TRUST ADD — 0.5% +0.1% 7.5 120,334 +16,018 5 —
☆META funds › META PLATFORMS INC ADD — 0.5% +0.0% 7.4 13,069 +2,878 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD — 0.5% +0.0% 7.3 165,195 +7,618 5 —
☆TBIL funds › RBB FD INC ADD — 0.5% -0.1% 7.1 143,368 +4,757 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.4% +0.0% 6.8 95,467 +8,690 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.4% -0.0% 6.7 135,211 +2,597 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 0.4% -0.0% 6.6 173,854 +10,224 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.4% -0.1% 6.6 7,044 -143 5 —
☆RSEE funds › COLLABORATIVE INVESTMNT SER TRIM — 0.4% -0.1% 6.6 166,376 -29,299 5 —
☆DGRW funds › WISDOMTREE TR ADD — 0.4% -0.0% 6.5 68,132 +2,547 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.4% -0.0% 6.3 16,906 -725 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.4% -0.0% 6.1 18,760 +282 5 —
☆EMB funds › ISHARES TR ADD — 0.4% +0.1% 6.1 63,075 +28,350 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.4% +0.2% 6.1 98,737 +65,209 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.4% +0.2% 5.8 71,734 +63,869 5 —
☆TOPT funds › ISHARES TR ADD — 0.4% +0.1% 5.7 174,117 +70,197 5 —
☆IVW funds › ISHARES TR TRIM — 0.4% -0.4% 5.7 41,589 -49,151 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.4% -0.1% 5.7 118,118 -6,212 5 —
☆IUSB funds › ISHARES TR ADD — 0.4% -0.0% 5.5 119,621 +9,593 5 —
☆IJR funds › ISHARES TR ADD — 0.4% +0.0% 5.5 36,914 +2,049 5 —
☆BE funds › BLOOM ENERGY CORP ADD — 0.3% +0.3% 5.3 17,474 +15,503 2 —
☆VUSB funds › VANGUARD BD INDEX FDS NEW — 0.3% +0.3% 5.3 105,720 +105,720 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.3% +0.2% 5.2 9,026 -945 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% -0.1% 5.2 57,701 -21,479 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.3% -0.0% 5.1 4,281 -413 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.1% 5.1 30,112 +8,511 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.3% +0.0% 4.8 71,014 +7,772 5 —
☆V funds › VISA INC TRIM — 0.3% -0.0% 4.7 13,625 -148 5 —
☆HYG funds › ISHARES TR ADD — 0.3% +0.2% 4.5 56,807 +34,104 5 —
☆AVGO funds › BROADCOM INC ADD — 0.3% +0.0% 4.5 11,877 +360 5 —
☆IEMG funds › ISHARES INC TRIM — 0.3% -0.2% 4.5 53,936 -29,351 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.3% -0.0% 4.4 49,259 +5,175 5 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.3% -0.2% 4.4 47,505 -20,181 5 —
☆GE funds › GE AEROSPACE ADD — 0.3% +0.1% 4.3 11,515 +3,086 5 —
☆FLJP funds › FRANKLIN TEMPLETON ETF TR ADD — 0.3% +0.1% 4.3 107,051 +28,463 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 4.2 49,156 +41,163 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% -0.0% 4.2 83,639 +5,464 5 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.3% +0.2% 4.2 160,923 +138,729 5 —
☆GOOG funds › ALPHABET INC ADD — 0.3% +0.0% 4.2 11,906 +665 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.1% 4.2 44,458 -3,226 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% -0.0% 4.1 69,460 +670 3 —
☆RBUF funds › INNOVATOR ETFS TRUST ADD — 0.3% +0.1% 4.1 131,292 +48,165 2 —
☆IVE funds › ISHARES TR ADD — 0.3% +0.0% 4.0 17,824 +2,369 5 —
☆QUAL funds › ISHARES TR TRIM — 0.3% -0.0% 4.0 18,385 -1,268 5 —
☆GFEB funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% -0.1% 3.9 89,248 -7,201 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.3% +0.2% 3.9 24,721 +17,179 5 —
☆HERD funds › PACER FDS TR ADD — 0.2% -0.0% 3.9 81,998 +4,696 5 —
☆QLTA funds › ISHARES TR ADD — 0.2% -0.0% 3.8 80,355 +906 4 —
☆SIXA funds › EXCHANGE TRADED CONCEPTS TRU TRIM — 0.2% -0.0% 3.8 67,979 -1,198 5 —
☆NXT funds › NEXTPOWER INC ADD — 0.2% +0.0% 3.8 31,930 +9,133 3 —
☆ETHW funds › BITWISE ETHEREUM ETF ADD — 0.2% -0.0% 3.8 337,162 +94,941 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.2% +0.2% 3.7 74,405 +66,589 4 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 3.7 17,617 -689 5 —
☆ARCC funds › ARES CAPITAL CORP TRIM — 0.2% -0.0% 3.7 199,404 -6,919 5 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.2% -0.1% 3.6 140,430 +11,692 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST NEW — 0.2% +0.2% 3.6 90,235 +90,235 1 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 3.6 26,533 -1,180 5 —
☆QQEW funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% +0.0% 3.5 22,197 -919 5 —
☆KRE funds › SPDR SERIES TRUST NEW — 0.2% +0.2% 3.5 47,309 +47,309 1 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% +0.1% 3.5 2,984 +398 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.2% -0.3% 3.5 9,473 -5,050 5 —
☆IJH funds › ISHARES TR ADD — 0.2% +0.0% 3.5 44,901 +3,617 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 3.4 99,984 +17,031 5 —
☆IAGG funds › ISHARES TR TRIM — 0.2% -0.1% 3.4 66,761 -19,327 5 —
☆IGPT funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.1% 3.4 32,398 +1,654 5 —
☆MGC funds › VANGUARD WORLD FD ADD — 0.2% +0.1% 3.3 11,946 +6,591 5 —
☆FMAR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 3.2 61,231 -2,135 5 —
☆AIQ funds › GLOBAL X FDS TRIM — 0.2% +0.0% 3.2 48,655 -3,602 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.2% +0.1% 3.1 4,294 -193 5 —
☆EFV funds › ISHARES TR TRIM — 0.2% -0.0% 3.1 40,525 -623 5 —
☆INTC funds › INTEL CORP ADD — 0.2% +0.1% 3.1 22,191 +3,599 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.1% 3.1 34,434 +8,126 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 3.0 71,206 +3,314 5 —
☆FLHY funds › FRANKLIN TEMPLETON ETF TR ADD — 0.2% +0.1% 3.0 122,323 +61,656 3 —
☆SPIB funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 2.9 88,018 +10,453 5 —
☆NOVM funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 2.9 86,897 -550 5 —
☆REGL funds › PROSHARES TR ADD — 0.2% -0.0% 2.9 31,572 +2,080 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 2.9 72,319 +9,589 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 2.9 9,418 +668 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 2.8 41,083 -4,767 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.2% -0.0% 2.8 22,106 +475 5 —
☆PWR funds › QUANTA SVCS INC ADD — 0.2% +0.0% 2.7 3,776 +71 5 —
☆EFG funds › ISHARES TR ADD — 0.2% -0.0% 2.7 21,729 +1,217 5 —
☆FIDU funds › FIDELITY COVINGTON TRUST ADD — 0.2% -0.0% 2.7 26,946 +589 2 —
☆IJS funds › ISHARES TR TRIM — 0.2% -0.5% 2.6 19,317 -49,953 2 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.2% +0.0% 2.6 26,878 +2,712 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 2.6 10,174 +447 5 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY ADD — 0.2% +0.0% 2.6 68,880 +14,875 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 2.6 10,246 +306 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.2% +0.0% 2.6 31,646 +2,149 5 —
☆UTES funds › ETFIS SER TR I TRIM — 0.2% -0.1% 2.6 31,339 -8,647 5 —
☆NBIS funds › NEBIUS GROUP N.V. TRIM — 0.2% +0.1% 2.6 9,248 -2,495 4 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.0% 2.5 7,141 -150 5 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 2.5 41,507 -6,455 5 —
☆MTUM funds › ISHARES TR ADD — 0.2% +0.0% 2.5 7,272 +1,103 5 —
☆APLD funds › APPLIED DIGITAL CORP ADD — 0.2% +0.0% 2.5 66,575 +2,648 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 2.5 83,893 +20,777 5 —
☆CCL funds › CARNIVAL CORP LTD NEW — 0.2% +0.2% 2.4 84,930 +84,930 1 —
☆JSCP funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 2.4 50,862 +5,678 3 —
☆CQQQ funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.1% 2.4 41,325 +17,972 2 —
☆WMT funds › WALMART INC ADD — 0.1% -0.0% 2.3 20,425 +618 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.3 99,938 +18,989 5 —
☆ARGT funds › GLOBAL X FDS TRIM — 0.1% -0.0% 2.3 25,266 -298 5 —
☆ASML funds › ASML HLDG NV ADD — 0.1% +0.0% 2.3 1,157 +188 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 2.2 8,444 -65 5 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.1% -0.2% 2.2 44,222 -52,430 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.1% 2.2 5,046 -172 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.1% 2.2 13,161 +198 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.2% 2.2 18,519 -9,693 5 —
☆PAMC funds › PACER FDS TR ADD — 0.1% +0.1% 2.2 38,924 +14,806 5 —
☆IWO funds › ISHARES TR NEW — 0.1% +0.1% 2.1 5,427 +5,427 1 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 2.1 24,116 +1,400 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.1% -0.1% 2.1 49,563 -222 5 —
☆CWB funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 2.1 19,461 +963 5 —
☆AMKR funds › AMKOR TECHNOLOGY INC ADD — 0.1% +0.1% 2.1 24,304 +4,946 3 —
☆ECG funds › EVERUS CONSTR GROUP ADD — 0.1% +0.0% 2.1 12,530 +1,474 4 —
☆IDA funds › IDACORP INC TRIM — 0.1% -0.0% 2.1 13,722 -4 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 2.1 1,941 +68 5 —
☆MUB funds › ISHARES TR ADD — 0.1% +0.1% 2.0 19,016 +9,924 4 —
☆JCPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 2.0 42,119 +11,986 5 —
☆DGRO funds › ISHARES TR ADD — 0.1% -0.0% 2.0 26,375 +910 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 2.0 62,011 +4,115 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 2.0 48,849 +1,960 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.1% -0.0% 1.9 38,554 +288 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% -0.0% 1.9 15,209 -6 5 —
☆AGG funds › ISHARES TR TRIM — 0.1% -0.0% 1.9 19,326 -2,909 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% -0.0% 1.9 17,654 +94 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 1.9 50,632 +3,914 5 —
☆GCOW funds › PACER FDS TR ADD — 0.1% -0.0% 1.9 43,360 +288 5 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 0.1% +0.1% 1.8 35,076 +13,681 4 —
☆DDNQ funds › INNOVATOR ETFS TRUST ADD — 0.1% +0.0% 1.8 88,352 +18,847 2 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.1% 1.8 5,969 -4,043 5 —
☆FRDM funds › EA SERIES TRUST TRIM — 0.1% -0.0% 1.8 24,543 -8,546 5 —
☆IYW funds › ISHARES TR ADD — 0.1% +0.0% 1.8 7,094 +99 5 —
☆ACWI funds › ISHARES TR NEW — 0.1% +0.1% 1.8 11,255 +11,255 1 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 1.7 8,824 +156 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 1.7 3,476 -501 5 —
☆IXUS funds › ISHARES TR TRIM — 0.1% -0.0% 1.7 18,200 -431 3 —
☆CVSA funds › COVISTA INC TRIM — 0.1% -0.0% 1.7 13,844 -215 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% -0.0% 1.7 4,029 -37 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.0% 1.7 19,989 +6,654 4 —
☆SPHD funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 1.7 33,419 +33,419 1 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% -0.0% 1.7 23,456 -421 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 1.7 3,282 -311 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 1.7 32,289 +2,868 5 —
☆NDIA funds › GLOBAL X FDS ADD — 0.1% +0.0% 1.7 61,212 +9,404 2 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 1.7 9,149 +107 5 —
☆BA funds › BOEING CO ADD — 0.1% -0.0% 1.6 7,532 +120 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.1% 1.6 26,602 -22,611 5 —
☆GHYG funds › ISHARES INC ADD — 0.1% -0.0% 1.6 35,789 +3,932 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 1.6 3,089 -72 5 —
☆QDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 1.6 45,242 -45 5 —
☆DDEC funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% -0.0% 1.6 33,806 +178 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% -0.0% 1.6 3,847 -2,300 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.1% -0.0% 1.6 18,344 +253 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 1.6 21,707 -820 5 —
☆ELD funds › WISDOMTREE TR ADD — 0.1% +0.0% 1.6 55,326 +25,728 2 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 1.6 19,119 +16,414 2 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 1.6 27,631 +1,312 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 1.6 11,535 +1,040 5 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 1.5 33,873 +1,906 5 —
☆BOND funds › PIMCO ETF TR ADD — 0.1% +0.0% 1.5 16,623 +6,161 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 1.5 15,820 +1,251 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 1.5 15,449 -2,932 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.1% -0.0% 1.5 6,665 +878 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 1.5 10,129 +630 5 —
☆IJJ funds › ISHARES TR NEW — 0.1% +0.1% 1.5 10,032 +10,032 1 —
☆BWXT funds › BWX TECHNOLOGIES INC ADD — 0.1% -0.0% 1.5 7,610 +884 5 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 1.5 6,803 -749 5 —
☆QMAR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 1.5 39,592 +6,151 5 —
☆AIN funds › ALBANY INTL CORP ADD — 0.1% +0.0% 1.5 19,782 +699 2 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 1.5 11,408 +1,549 5 —
☆MBB funds › ISHARES TR ADD — 0.1% -0.0% 1.5 15,463 +1,360 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% -0.1% 1.5 20,364 +719 5 —
☆FLRT funds › PACER FDS TR NEW — 0.1% +0.1% 1.4 30,926 +30,926 1 —
☆GRNY funds › TIDAL TRUST I TRIM — 0.1% -0.0% 1.4 51,944 -2,100 3 —
☆SSO funds › PROSHARES TR ADD — 0.1% +0.1% 1.4 21,170 +17,260 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 1.4 28,895 -4,707 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.1% -0.0% 1.4 1,430 -9 5 —
☆FMB funds › FIRST TR EXCH TRADED FD III ADD — 0.1% +0.0% 1.4 26,885 +4,293 5 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.1% -0.1% 1.4 25,603 -9,574 5 —
☆NVO funds › NOVO-NORDISK A S TRIM — 0.1% +0.0% 1.4 28,506 -2,075 3 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.1% +0.0% 1.4 4,058 +711 4 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 1.4 17,075 +517 5 —
☆SHLD funds › GLOBAL X FDS TRIM — 0.1% -0.3% 1.4 22,660 -56,261 3 —
☆KNF funds › KNIFE RIVER CORP TRIM — 0.1% -0.0% 1.3 16,107 -17 5 —
☆EMXC funds › ISHARES INC TRIM — 0.1% +0.0% 1.3 13,112 -57 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% -0.0% 1.3 31,058 -3,896 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.1% -0.0% 1.3 9,593 -402 5 —
☆EVV funds › EATON VANCE LIMITED DURATION ADD — 0.1% -0.0% 1.3 139,244 +4,699 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 1.3 23,064 +2,986 5 —
☆NVS funds › NOVARTIS AG ADD — 0.1% +0.0% 1.3 8,250 +5,290 4 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 1.3 8,178 +974 5 —
☆CAIE funds › CALAMOS ETF TR ADD — 0.1% -0.0% 1.3 46,764 +34 3 —
☆SNTH funds › TIDAL TRUST III TRIM — 0.1% -0.0% 1.3 42,689 -1,459 3 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 1.3 18,124 -9 5 —
☆CUSIP:37960A438 funds › GLOBAL X FDS TRIM — 0.1% -0.1% 1.3 12,494 -5,018 3 —
☆RSPN funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 1.2 19,464 +159 5 —
☆FLIN funds › FRANKLIN TEMPLETON ETF TR NEW — 0.1% +0.1% 1.2 34,910 +34,910 1 —
☆ENB funds › ENBRIDGE INC TRIM — 0.1% -0.0% 1.2 22,580 -1,003 5 —
☆SPYI funds › NEOS ETF TRUST ADD — 0.1% -0.0% 1.2 22,464 +1,526 2 —
☆GDX funds › VANECK ETF TRUST ADD — 0.1% -0.0% 1.2 15,791 +87 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 1.2 29,297 +543 5 —
☆GMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 1.2 27,524 +10,053 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 1.2 6,930 +6,930 1 —
☆AZN funds › ASTRAZENECA PLC NEW — 0.1% +0.1% 1.2 6,227 +6,227 1 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.0% 1.2 9,475 +6,906 5 —
☆QSPT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 1.2 33,459 -4,340 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 1.2 9,906 +804 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% -0.0% 1.2 19,540 +230 5 —
☆ITA funds › ISHARES TR TRIM — 0.1% -0.2% 1.1 4,644 -10,199 4 —
☆AGX funds › ARGAN INC NEW — 0.1% +0.1% 1.1 1,405 +1,405 1 —
☆AOA funds › ISHARES TR ADD — 0.1% +0.0% 1.1 11,415 +1,009 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 1.1 14,500 -172 5 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.1% -0.0% 1.1 3,170 +5 3 —
☆IGLD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 1.1 50,554 +10,211 4 —
☆LONZ funds › PIMCO ETF TR TRIM — 0.1% -0.0% 1.1 21,574 -827 5 —
☆IJK funds › ISHARES TR TRIM — 0.1% -0.1% 1.1 9,049 -9,476 2 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.1% +0.0% 1.1 6,247 +4,193 2 —
☆PTNQ funds › PACER FDS TR ADD — 0.1% +0.0% 1.1 11,971 +25 5 —
☆FSEP funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 1.1 19,179 +0 5 —
☆WCMI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 1.1 53,920 +39,936 2 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 1.0 7,100 +173 5 —
☆NUTX funds › NUTEX HEALTH INC TRIM — 0.1% +0.0% 1.0 5,977 -166 5 —
☆XTEN funds › BONDBLOXX ETF TRUST TRIM — 0.1% -0.0% 1.0 22,243 -1,437 5 —
☆LIN funds › LINDE PLC ADD — 0.1% -0.0% 1.0 1,950 +229 2 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 1.0 34,313 +1,349 5 —
☆FMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 1.0 17,734 +12,126 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.1% +0.0% 1.0 4,380 +390 2 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM — 0.1% -0.1% 1.0 18,314 -11,181 3 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 1.0 1,897 +280 5 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 1.0 11,848 +187 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 1.0 4,333 +4,333 1 —
☆TRFK funds › PACER FDS TR ADD — 0.1% +0.0% 1.0 8,910 +778 5 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.9 8,597 -1,422 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 0.9 4,192 +4,192 1 —
☆NLY funds › ANNALY CAPITAL MANAGEMENT IN TRIM — 0.1% -0.0% 0.9 41,900 -292 5 —
☆THRO funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 0.9 21,720 +5,212 3 —
☆BBAR funds › BANCO BBVA ARGENTINA S A TRIM — 0.1% +0.0% 0.9 46,592 -74 5 —
☆O funds › REALTY INCOME CORP ADD — 0.1% -0.0% 0.9 14,724 +2,102 5 —
☆JUNM funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 0.9 25,904 +6,304 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.0% 0.9 3,049 +891 2 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.1% -0.0% 0.9 12,216 -993 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.9 24,758 -12,211 5 —
☆IWB funds › ISHARES TR ADD — 0.1% +0.0% 0.9 2,195 +184 5 —
☆QJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.9 26,573 -2,700 5 —
☆GLW funds › CORNING INC TRIM — 0.1% +0.0% 0.9 3,481 -161 5 —
☆DDOG funds › DATADOG INC TRIM — 0.1% -0.0% 0.9 3,334 -5,671 5 —
☆DAPR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.9 21,023 -432 5 —
☆XMLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 0.9 12,957 -1,157 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.1% -0.0% 0.8 1,661 +23 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.2% 0.8 15,622 -44,906 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC ADD — 0.1% +0.0% 0.8 599 +24 5 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 0.8 6,922 +765 5 —
☆XPND funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 0.8 19,685 +4,460 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.1% -0.0% 0.8 2,965 +318 2 —
☆MCK funds › MCKESSON CORP ADD — 0.1% -0.0% 0.8 1,080 +22 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.0% 0.8 15,540 -84 3 —
☆CUSIP:33740U497 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.8 23,900 -150 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 0.8 38,822 -8,598 5 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.1% -0.0% 0.8 10,094 -1,867 5 —
☆P funds › EVERPURE INC TRIM — 0.1% +0.0% 0.8 10,132 -201 5 —
☆SO funds › SOUTHERN CO ADD — 0.1% -0.0% 0.8 8,276 +41 5 —
☆SHOP funds › SHOPIFY INC ADD — 0.1% -0.0% 0.8 6,932 +257 5 —
☆CUSIP:33740F615 funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 0.8 17,659 +5,440 5 —
☆PTF funds › INVESCO EXCHANGE TRADED FD T NEW — 0.1% +0.1% 0.8 5,787 +5,787 1 —
☆NKE funds › NIKE INC ADD — 0.1% -0.0% 0.8 19,182 +1,185 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.8 4,149 +2 5 —
☆AIS funds › TIDAL TRUST III NEW — 0.1% +0.1% 0.8 9,147 +9,147 1 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.0% -0.0% 0.8 21,098 -2,770 5 —
☆LAMR funds › LAMAR ADVERTISING CO ADD — 0.0% +0.0% 0.8 4,927 +38 5 —
☆SMR funds › NUSCALE PWR CORP ADD — 0.0% -0.0% 0.8 75,475 +5,182 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.8 3,958 +75 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.0% -0.0% 0.7 1,065 -10 5 —
☆XSMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.7 7,984 +753 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.7 6,201 +5,618 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.0% -0.0% 0.7 4,879 +100 5 —
☆BILS funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 7,427 -275 5 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 25,057 -1,641 5 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.7 5,133 +164 3 —
☆QBF funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.7 48,861 -534 5 —
☆IONQ funds › IONQ INC ADD — 0.0% +0.0% 0.7 13,397 +454 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 0.7 6,962 +313 5 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 0.7 22,247 -1,106 5 —
☆DDSQ funds › INNOVATOR ETFS TRUST ADD — 0.0% -0.0% 0.7 33,733 +290 2 —
☆SUB funds › ISHARES TR ADD — 0.0% -0.0% 0.7 6,660 +691 4 —
☆SHY funds › ISHARES TR TRIM — 0.0% -0.0% 0.7 8,580 -2,694 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.7 2,104 +33 5 —
☆DE funds › DEERE & CO TRIM — 0.0% -0.0% 0.7 1,105 -12 5 —
☆IBRX funds › IMMUNITYBIO INC NEW — 0.0% +0.0% 0.7 80,000 +80,000 1 —
☆FLBL funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.0% -0.0% 0.7 30,259 -2,253 3 —
☆STEW funds › SRH TOTAL RETURN FUND INC TRIM — 0.0% -0.0% 0.7 38,600 -6,200 5 —
☆FLR funds › FLUOR CORP TRIM — 0.0% -0.0% 0.7 13,176 -530 5 —
☆ACWX funds › ISHARES TR NEW — 0.0% +0.0% 0.7 8,996 +8,996 1 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.7 2,238 +2,070 2 —
☆DLR funds › DIGITAL RLTY TR INC ADD — 0.0% -0.0% 0.7 3,753 +230 5 —
☆QDPL funds › PACER FDS TR TRIM — 0.0% -0.0% 0.7 14,790 -235 5 —
☆USSG funds › DBX ETF TR TRIM — 0.0% -0.0% 0.7 9,550 -4,173 5 —
☆SCMB funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.7 25,515 +3,100 4 —
☆AMGN funds › AMGEN INC TRIM — 0.0% -0.0% 0.7 1,812 -75 5 —
☆CUSIP:26923N108 funds › ETF OPPORTUNITIES TRUST ADD — 0.0% -0.0% 0.7 11,936 +13 5 —
☆CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.7 12,669 -140 5 —
☆TFLR funds › T ROWE PRICE EXCHANGE-TRADED TRIM — 0.0% -0.0% 0.6 12,881 -659 5 —
☆IYZ funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 15,307 -4,304 4 —
☆POWR funds › ISHARES INC NEW — 0.0% +0.0% 0.6 23,108 +23,108 1 —
☆CSL funds › CARLISLE COS INC TRIM — 0.0% -0.0% 0.6 1,777 -309 5 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT ADD — 0.0% -0.0% 0.6 18,615 +111 5 —
☆CUSIP:33740F771 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.6 12,644 -1,845 5 —
☆XME funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.6 5,968 +5,968 1 —
☆SOXX funds › ISHARES TR TRIM — 0.0% +0.0% 0.6 992 -26 3 —
☆WYNN funds › WYNN RESORTS LTD TRIM — 0.0% -0.0% 0.6 6,503 -65 5 —
☆GTLB funds › GITLAB INC TRIM — 0.0% +0.0% 0.6 20,658 -1,625 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% -0.0% 0.6 5,321 +330 5 —
☆ADBE funds › ADOBE INC ADD — 0.0% -0.0% 0.6 3,053 +601 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.0% -0.0% 0.6 12,173 +262 5 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.0% -0.0% 0.6 4,296 -230 5 —
☆MARM funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% -0.0% 0.6 17,621 +290 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.0% -0.0% 0.6 1,507 -32 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.0% +0.0% 0.6 2,117 +110 5 —
☆EXLS funds › EXLSERVICE HLDGS INC ADD — 0.0% +0.0% 0.6 22,980 +7,180 2 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 0.6 5,963 +624 3 —
☆MCD funds › MCDONALDS CORP TRIM — 0.0% -0.0% 0.6 2,180 -137 5 —
☆FDEC funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.6 10,741 +0 5 —
☆MDU funds › MDU RES GROUP INC ADD — 0.0% -0.0% 0.6 27,485 +139 4 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% -0.0% 0.6 6,305 +57 5 —
☆FTHI funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% -0.0% 0.6 24,308 -527 3 —
☆BLK funds › BLACKROCK INC TRIM — 0.0% -0.0% 0.6 591 -56 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C TRIM — 0.0% +0.0% 0.6 12,596 -134 5 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 0.6 6,262 +617 5 —
☆DJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.6 11,354 -762 5 —
☆ZFEB funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.6 21,528 -426 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.6 6,361 +5,085 5 —
☆CALF funds › PACER FDS TR TRIM — 0.0% -0.0% 0.6 11,049 -321 5 —
☆NSA funds › NATIONAL STORAGE AFFILIATES TRIM — 0.0% -0.0% 0.6 12,534 -3,222 5 —
☆DNP funds › DNP SELECT INCOME FD INC TRIM — 0.0% -0.0% 0.6 51,624 -6,710 5 —
☆INFY funds › INFOSYS LTD ADD — 0.0% +0.0% 0.6 53,095 +19,331 4 —
☆ON funds › ON SEMICONDUCTOR CORP TRIM — 0.0% +0.0% 0.6 5,884 -1,263 5 —
☆BUFG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.6 18,925 -275 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.6 1,943 +95 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.0% -0.0% 0.6 11,367 -1,224 4 —
☆ARKK funds › ARK ETF TR TRIM — 0.0% -0.0% 0.5 6,782 -174 5 —
☆AOM funds › ISHARES TR ADD — 0.0% -0.0% 0.5 10,895 +442 5 —
☆USA funds › LIBERTY ALL STAR EQUITY FD TRIM — 0.0% -0.0% 0.5 93,252 -6,555 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 0.5 1,718 -685 5 —
☆URI funds › UNITED RENTALS INC NEW — 0.0% +0.0% 0.5 473 +473 1 —
☆ZJUN funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.5 19,537 +19,537 1 —
☆TWLO funds › TWILIO INC HOLD — 0.0% +0.0% 0.5 2,590 +0 3 —
☆ZDEK funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.5 20,221 -830 4 —
☆CGIE funds › CAPITAL GROUP INTERNATIONAL ADD — 0.0% -0.0% 0.5 14,498 +193 5 —
☆IYR funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 5,206 -278 5 —
☆ZTS funds › ZOETIS INC ADD — 0.0% -0.0% 0.5 7,312 +3,482 3 —
☆QLYS funds › QUALYS INC ADD — 0.0% +0.0% 0.5 3,800 +687 2 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.0% +0.0% 0.5 511 +10 5 —
☆IWD funds › ISHARES TR ADD — 0.0% +0.0% 0.5 2,131 +119 5 —
☆PPTA funds › PERPETUA RESOURCES CORP ADD — 0.0% -0.0% 0.5 24,777 +3,772 5 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.5 13,990 +13,990 1 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.5 2,741 -237 5 —
☆FELG funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 0.5 11,552 +162 5 —
☆NUE funds › NUCOR CORP TRIM — 0.0% +0.0% 0.5 2,262 -43 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.5 6,958 -925 5 —
☆ESGU funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 3,063 -2,141 5 —
☆DECK funds › DECKERS OUTDOOR CORP TRIM — 0.0% -0.0% 0.5 5,045 -54 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.5 10,332 -3,961 4 —
☆DJAN funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 0.5 10,947 +4,243 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.0% 0.5 3,046 -165 5 —
☆ILDR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 0.5 12,675 +5,850 2 —
☆MP funds › MP MATERIALS CORP ADD — 0.0% +0.0% 0.5 8,852 +2,895 2 —
☆HYTI funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.5 25,888 +0 3 —
☆MJUN funds › PACER FDS TR NEW — 0.0% +0.0% 0.5 15,268 +15,268 1 —
☆HEFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 10,477 -49 5 —
☆FDX funds › FEDEX CORP TRIM — 0.0% -0.0% 0.5 1,568 -93 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.5 1,982 +0 5 —
☆AUGM funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.5 13,927 -700 5 —
☆TTE funds › TOTALENERGIES SE ADD — 0.0% -0.0% 0.5 6,275 +81 3 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.0% -0.0% 0.5 1,430 -2,376 2 —
☆NOW funds › SERVICENOW INC ADD — 0.0% -0.0% 0.5 4,833 +682 2 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.0% +0.0% 0.5 4,775 +417 5 —
☆SPGM funds › SPDR INDEX SHS FDS NEW — 0.0% +0.0% 0.5 5,577 +5,577 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.0% -0.0% 0.5 14,341 -496 5 —
☆OLED funds › UNIVERSAL DISPLAY CORP TRIM — 0.0% -0.0% 0.5 5,448 -1,029 5 —
☆OUST funds › OUSTER INC NEW — 0.0% +0.0% 0.5 7,414 +7,414 1 —
☆MDYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.5 4,110 +237 5 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.1% 0.5 5,303 -8,290 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% -0.0% 0.5 3,596 +114 5 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.0% -0.0% 0.5 266 -24 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.5 10,342 -50 5 —
☆LDUR funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.4 4,684 -354 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% -0.0% 0.4 4,810 -165 5 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC TRIM — 0.0% -0.0% 0.4 37,787 -204 4 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.4 2,117 +12 5 —
☆NXST funds › NEXSTAR MEDIA GROUP INC ADD — 0.0% -0.0% 0.4 2,478 +52 5 —
☆SPBU funds › AIM ETF PRODUCTS TRUST HOLD — 0.0% -0.0% 0.4 14,520 +0 3 —
☆GTY funds › GETTY RLTY CORP NEW ADD — 0.0% -0.0% 0.4 13,021 +117 5 —
☆SMAX funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 15,357 +0 2 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% -0.0% 0.4 1,672 +2 3 —
☆IWL funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 2,308 -765 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.4 2,717 -121 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.0% +0.0% 0.4 8,331 +2,212 5 —
☆BUFF funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.4 7,849 -1,234 4 —
☆PKG funds › PACKAGING CORP AMER ADD — 0.0% -0.0% 0.4 1,730 +4 5 —
☆FLCH funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.4 20,056 +20,056 1 —
☆MUNI funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.4 7,767 -437 5 —
☆IHI funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 8,234 -926 5 —
☆RKLB funds › ROCKET LAB CORP TRIM — 0.0% -0.0% 0.4 3,993 -1,712 5 —
☆LOMA funds › LOMA NEGRA C I A S A MTN 14 TRIM — 0.0% -0.0% 0.4 35,209 -950 5 —
☆MINT funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.4 3,999 -405 5 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.4 8,001 +8,001 1 —
☆DVLU funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.4 10,100 +3,000 2 —
☆GOF funds › GUGGENHEIM STRATEGIC OPPORTU NEW — 0.0% +0.0% 0.4 36,457 +36,457 1 —
☆IXC funds › ISHARES TR ADD — 0.0% -0.0% 0.4 8,088 +1,967 2 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.4 3,501 +115 3 —
☆DXCM funds › DEXCOM INC ADD — 0.0% -0.0% 0.4 5,822 +20 5 —
☆SJNK funds › SPDR SERIES TRUST TRIM — 0.0% -0.2% 0.4 15,621 -88,093 2 —
☆CUSIP:45784N742 funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.4 13,840 -142 2 —
☆PDI funds › PIMCO DYNAMIC INCOME FD ADD — 0.0% -0.0% 0.4 23,320 +313 5 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.0% -0.0% 0.4 3,085 +325 5 —
☆FOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.4 7,318 -9,638 3 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 0.4 2,790 -26 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.4 1,571 -456 5 —
☆NULG funds › NUSHARES ETF TR HOLD — 0.0% +0.0% 0.4 3,245 +0 5 —
☆IYM funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 2,099 +0 5 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.4 7,384 +130 5 —
☆JELH funds › JANUS DETROIT STR TR NEW — 0.0% +0.0% 0.4 14,686 +14,686 1 —
☆ICVT funds › ISHARES TR ADD — 0.0% +0.0% 0.4 3,048 +12 2 —
☆COHR funds › COHERENT CORP NEW — 0.0% +0.0% 0.4 935 +935 1 —
☆AOR funds › ISHARES TR ADD — 0.0% -0.0% 0.4 5,231 +200 5 —
☆FMHI funds › FIRST TR EXCH TRADED FD III ADD — 0.0% +0.0% 0.4 7,496 +1,554 4 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.4 4,346 -70 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.4 8,548 +3,326 4 —
☆ATR funds › APTARGROUP INC TRIM — 0.0% -0.0% 0.4 2,878 -303 3 —
☆IGSB funds › ISHARES TR ADD — 0.0% -0.0% 0.4 6,871 +586 4 —
☆TMUS funds › T-MOBILE US INC ADD — 0.0% -0.0% 0.4 2,127 +259 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.4 6,350 +3,042 5 —
☆BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 0.4 11,960 +1,360 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.4 6,627 +6,627 1 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 11,785 -267 4 —
☆KEY funds › KEYCORP ADD — 0.0% +0.0% 0.4 15,223 +3,039 2 —
☆LAD funds › LITHIA MTRS INC TRIM — 0.0% -0.0% 0.4 1,205 -76 4 —
☆IGV funds › ISHARES TR NEW — 0.0% +0.0% 0.3 3,856 +3,856 1 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% -0.0% 0.3 12,755 +134 5 —
☆ULTA funds › ULTA BEAUTY INC TRIM — 0.0% -0.0% 0.3 772 -108 5 —
☆GNTX funds › GENTEX CORP TRIM — 0.0% -0.0% 0.3 13,763 -1,101 4 —
☆PJFG funds › PGIM ETF TR ADD — 0.0% +0.0% 0.3 2,965 +683 2 —
☆PYLD funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.3 12,934 -5,327 3 —
☆TTEK funds › TETRA TECH INC NEW TRIM — 0.0% -0.0% 0.3 11,752 -1,657 3 —
☆XYL funds › XYLEM INC ADD — 0.0% -0.0% 0.3 2,827 +54 5 —
☆DRAM funds › ROUNDHILL ETF TRUST NEW — 0.0% +0.0% 0.3 4,524 +4,524 1 —
☆WPC funds › WP CAREY INC ADD — 0.0% +0.0% 0.3 4,667 +905 5 —
☆IEF funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 3,528 -102 2 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.0% +0.0% 0.3 1,118 +6 2 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.3 4,260 -2,529 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 1,555 642 0.17 20% 0.008 0.234 — in
2026Q1 1,305 608 0.16 21% 0.008 0.262 — in
2025Q4 1,226 580 0.11 24% 0.010 0.307 — in
2025Q3 1,155 560 0.11 24% 0.010 0.316 — in
2025Q2 1,051 538 0.21 25% 0.010 0.192 — entered
2025Q1 965 519 0.00 28% 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