Fund Universe

Heartwood Wealth Advisors LLC

CIK 0001794935 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.727
AUM ($M)
1,288
Positions
227
Turnover
0.04
Top-10 wt
48%
Herfindahl
0.035
History (qtrs)
6
Excess Return

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Holdings · 232 positions · portfolio value $1,288M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VV funds › VANGUARD LARGE-CAP ETF ADD 10.1% +0.6% 129.7 377,107 +12,560 5
VB funds › VANGUARD SMALL-CAP ETF ADD 9.0% +0.5% 116.2 383,312 +12,179 5
VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF ADD 4.8% +0.1% 61.5 863,734 +31,448 5
SCHE funds › SCHWAB EMERGING MARKETS EQUITY ETF ADD 4.3% +0.0% 55.1 1,518,670 +47,041 5
VONE funds › VANGUARD RUSSELL 1000 ETF ADD 4.0% +0.2% 50.9 150,400 +4,316 5
VO funds › VANGUARD MID-CAP ETF ADD 3.9% +0.2% 49.9 619,635 +470,855 5
RDIV funds › INVESCO S&P ULTRA DIVIDEND REVENUE ETF ADD 3.4% -0.1% 44.3 763,888 +24,078 5
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD 3.4% -0.1% 43.9 277,781 +8,859 5
IJT funds › ISHARES S&P SMALL-CAP 600 GROWTH ETF ADD 2.7% +0.3% 35.2 197,196 +7,167 5
IJS funds › ISHARES S&P SMALL-CAP 600 VALUE ETF ADD 2.6% +0.2% 33.7 246,437 +8,542 5
GDXJ funds › VANECK JUNIOR GOLD MINERS ETF ADD 2.4% -0.8% 30.4 309,297 +11,131 5
AGG funds › ISHARES CORE U.S. AGGREGATE BOND ETF ADD 2.4% -0.3% 30.3 306,452 +5,238 5
SPTS funds › STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF ADD 2.3% -0.3% 29.4 1,014,658 +5,515 5
IBTI funds › ISHARES IBONDS DEC 2028 TERM TREASURY ETF ADD 2.2% -0.3% 28.9 1,306,170 +14,279 2
GTEK funds › GOLDMAN SACHS FUTURE TECH LEADERS EQUITY ETF TRIM 2.1% +0.2% 26.4 419,956 -106,607 5
VTEB funds › VANGUARD TAX-EXEMPT BOND ETF ADD 2.0% -0.0% 25.9 512,991 +47,105 5
GMUB funds › GOLDMAN SACHS MUNICIPAL INCOME ETF ADD 2.0% +0.0% 25.6 497,558 +55,153 2
VTV funds › VANGUARD VALUE ETF TRIM 1.9% -0.0% 24.6 112,929 -78 5
VUG funds › VANGUARD GROWTH ETF ADD 1.6% +0.1% 20.2 234,644 +195,523 5
TIP funds › ISHARES TIPS BOND ETF ADD 1.6% -0.2% 20.0 183,204 +3,251 5
URA funds › GLOBAL X URANIUM ETF ADD 1.5% -0.3% 19.8 452,018 +13,957 5
EFA funds › ISHARES MSCI EAFE ETF ADD 1.5% -0.1% 19.1 183,951 +2,404 5
IBMP funds › ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF ADD 1.4% -0.0% 17.7 697,944 +61,364 5
IBMQ funds › ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF ADD 1.2% +0.0% 15.8 617,758 +66,869 5
LQD funds › ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ADD 0.8% -0.1% 10.0 91,511 +1,713 5
TLT funds › ISHARES 20 YEAR TREASURY BOND ETF ADD 0.8% -0.1% 9.9 115,113 +1,966 5
MYCH funds › STATE STREET MY2028 CORPORATE BOND ETF ADD 0.8% -0.1% 9.9 399,291 +6,623 5
MYCI funds › STATE STREET MY2029 CORPORATE BOND ETF ADD 0.8% -0.1% 9.9 400,188 +6,717 5
MYCJ funds › STATE STREET MY2030 CORPORATE BOND ETF ADD 0.8% -0.1% 9.9 400,902 +6,801 5
IBTJ funds › ISHARES IBONDS DEC 2029 TERM TREASURY ETF ADD 0.8% -0.1% 9.7 446,254 +7,256 2
IBTK funds › ISHARES IBONDS DEC 2030 TERM TREASURY ETF ADD 0.7% -0.1% 9.6 493,754 +8,024 2
HYMB funds › STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF ADD 0.7% +0.0% 9.1 357,483 +36,091 5
MYMJ funds › STATE STREET MY2030 MUNICIPAL BOND ETF ADD 0.6% +0.0% 8.3 335,562 +40,667 5
VTEI funds › VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF ADD 0.6% +0.0% 8.2 81,425 +8,832 5
MYMI funds › STATE STREET MY2029 MUNICIPAL BOND ETF ADD 0.6% +0.0% 8.0 322,794 +36,838 5
XMPT funds › VANECK CEF MUNI INCOME ETF ADD 0.6% +0.0% 7.6 340,927 +41,903 2
MYMK funds › STATE STREET MY2031 MUNICIPAL BOND ETF ADD 0.6% +0.0% 7.6 301,746 +36,483 2
VYMI funds › VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF ADD 0.5% -0.0% 7.0 71,040 +2,743 5
AAPL funds › APPLE INC COM ADD 0.5% +0.0% 6.7 23,019 +1,789 5
IDV funds › ISHARES INTERNATIONAL SELECT DIVIDEND ETF ADD 0.5% -0.1% 6.3 151,241 +4,675 5
VWO funds › VANGUARD FTSE EMERGING MARKETS ETF ADD 0.5% +0.0% 5.8 97,586 +7,908 5
SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ADD 0.4% -0.0% 5.6 110,375 +116 5
IJR funds › ISHARES CORE S&P SMALL CAP ETF ADD 0.4% +0.1% 5.3 35,921 +2,769 5
VBR funds › VANGUARD SMALL CAP VALUE ETF ADD 0.4% +0.0% 5.0 20,587 +1,917 5
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM 0.3% +0.1% 4.0 21,162 -131 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW TRIM 0.3% -0.0% 4.0 7,939 -106 5
GOOGL funds › ALPHABET INC CAP STK CL A TRIM 0.3% +0.0% 3.9 10,842 -81 5
SPYD funds › STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF ADD 0.3% -0.0% 3.8 78,776 +3,529 5
MSFT funds › MICROSOFT CORP COM ADD 0.3% -0.0% 3.7 10,026 +392 5
GOOG funds › ALPHABET INC CAP STK CL C ADD 0.3% +0.0% 3.6 10,100 +23 5
CAT funds › CATERPILLAR INC COM HOLD 0.2% +0.1% 3.2 2,975 +0 5
JNJ funds › JOHNSON & JOHNSON COM ADD 0.2% -0.0% 3.1 12,229 +775 5
KBWY funds › INVESCO KBW PREMIUM YIELD EQUITY REIT ETF ADD 0.2% +0.0% 2.9 154,504 +7,485 5
MGC funds › VANGUARD MEGA CAP ETF ADD 0.2% +0.0% 2.8 10,088 +23 5
AMZN funds › AMAZON COM INC COM ADD 0.2% +0.0% 2.7 11,517 +12 5
XSHD funds › INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF ADD 0.2% +0.0% 2.6 185,226 +8,953 5
SCHX funds › SCHWAB U.S. LARGE-CAP ETF ADD 0.2% +0.0% 2.5 85,402 +14,872 5
AMLP funds › ALERIAN MLP ETF ADD ETP 0.2% -0.0% 2.5 47,342 +1,637 5
JPM funds › JPMORGAN CHASE & CO COM TRIM 0.2% -0.0% 2.4 7,210 -94 5
HD funds › HOME DEPOT INC COM ADD 0.2% +0.0% 2.3 6,593 +432 5
SPY funds › STATE STREET SPDR S&P 500 ETF ADD 0.2% +0.0% 2.3 3,056 +64 5
GLD funds › SPDR GOLD SHARES ADD 0.2% -0.0% 2.2 5,955 +377 5
MCD funds › MCDONALDS CORP COM ADD 0.2% -0.0% 2.1 7,875 +271 5
KO funds › COCA COLA CO COM ADD 0.2% -0.0% 2.1 25,464 +1,046 5
PANW funds › PALO ALTO NETWORKS INC COM ADD 0.2% +0.1% 2.0 5,944 +197 5
PWR funds › QUANTA SVCS INC COM TRIM 0.2% +0.0% 2.0 2,754 -49 5
SCHA funds › SCHWAB U.S. SMALL-CAP ETF ADD 0.2% +0.0% 2.0 54,796 +7,857 5
PG funds › PROCTER & GAMBLE CO COM ADD 0.2% -0.0% 1.9 13,180 +470 5
AMGN funds › AMGEN INC COM ADD 0.1% -0.0% 1.9 5,156 +170 5
TGT funds › TARGET CORP COM ADD 0.1% +0.0% 1.9 14,266 +730 2
UNH funds › UNITEDHEALTH GROUP INC COM ADD 0.1% +0.0% 1.8 4,407 +350 4
NVDA funds › NVIDIA CORPORATION COM ADD 0.1% +0.0% 1.8 9,134 +460 5
XME funds › STATE STREET SPDR S&P METALS & MINING ETF ADD 0.1% -0.0% 1.8 16,912 +1,371 5
CVX funds › CHEVRON CORPORATION COM ADD 0.1% -0.0% 1.8 10,879 +451 5
UPS funds › UNITED PARCEL SVCS INC CL B ADD 0.1% +0.0% 1.8 16,582 +1,568 5
KMB funds › KIMBERLY-CLARK CORP COM ADD 0.1% +0.1% 1.8 16,079 +13,863 4
MRK funds › MERCK & CO INC COM ADD 0.1% +0.0% 1.7 13,470 +792 5
PFE funds › PFIZER INC COM ADD 0.1% -0.0% 1.7 71,828 +4,880 5
SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF ADD 0.1% +0.0% 1.7 61,734 +6,712 5
UNP funds › UNION PAC CORP COM ADD 0.1% +0.0% 1.6 6,058 +103 5
IYE funds › ISHARES U.S. ENERGY ETF ADD 0.1% -0.0% 1.6 28,722 +2,319 5
VOO funds › VANGUARD S&P 500 ETF ADD 0.1% +0.1% 1.5 2,150 +1,038 5
SUB funds › ISHARES SHORT-TERM NATIONAL MUNI BOND ETF HOLD 0.1% -0.0% 1.5 13,868 +0 5
SILJ funds › AMPLIFY JUNIOR SILVER MINERS ETF ADD 0.1% -0.0% 1.4 55,316 +5,427 5
QQQ funds › INVESCO QQQ TRUST SERIES I HOLD 0.1% +0.0% 1.4 1,938 +0 4
IWF funds › ISHARES RUSSELL 1000 GROWTH ETF ADD 0.1% +0.0% 1.4 11,485 +8,543 5
NVO funds › NOVO-NORDISK A S ADR ADD 0.1% +0.0% 1.4 29,055 +4,718 2
XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF TRIM 0.1% -0.0% 1.4 8,514 -19 5
VOE funds › VANGUARD MID-CAP VALUE ETF ADD 0.1% +0.0% 1.3 6,796 +1,379 5
MUB funds › ISHARES NATIONAL MUNI BOND ETF TRIM 0.1% -0.0% 1.3 11,879 -32 5
AMAT funds › APPLIED MATLS INC COM TRIM 0.1% +0.0% 1.3 1,768 -100 5
V funds › VISA INC COM CL A TRIM 0.1% -0.0% 1.3 3,714 -81 5
IWM funds › ISHARES RUSSELL 2000 ETF TRIM 0.1% +0.0% 1.3 4,186 -75 5
IWB funds › ISHARES RUSSELL 1000 ETF ADD 0.1% +0.0% 1.3 3,055 +81 5
AVGO funds › BROADCOM INC COM ADD 0.1% +0.0% 1.2 3,224 +86 5
LOW funds › LOWES COS INC COM ADD 0.1% -0.0% 1.2 5,439 +100 5
VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF NEW 0.1% +0.1% 1.2 10,008 +10,008 1
VOT funds › VANGUARD MID-CAP GROWTH ETF TRIM 0.1% +0.0% 1.2 3,878 -127 5
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.1% +0.1% 1.2 8,454 +8,454 1
DWX funds › STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF HOLD 0.1% -0.0% 1.1 24,906 +0 5
NKE funds › NIKE INC CL B ADD 0.1% -0.0% 1.1 27,322 +4,966 2
MGK funds › VANGUARD MEGA CAP GROWTH ETF ADD 0.1% +0.0% 1.1 12,390 +9,912 5
IJK funds › ISHARES S&P MID-CAP 400 GROWTH ETF TRIM 0.1% -0.0% 1.1 9,234 -831 5
COST funds › COSTCO WHOLESALE CORPORATION COM TRIM 0.1% -0.0% 1.1 1,151 -137 5
WMT funds › WALMART INC COM TRIM 0.1% -0.0% 1.0 8,959 -6 5
PCEF funds › INVESCO CEF INCOME COMPOSITE ETF HOLD 0.1% -0.0% 1.0 48,846 +0 5
IVV funds › ISHARES CORE S&P 500 ETF HOLD 0.1% +0.0% 1.0 1,320 +0 2
EWX funds › STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF ADD 0.1% +0.0% 1.0 13,130 +1,514 2
VBK funds › VANGUARD SMALL-CAP GROWTH ETF HOLD 0.1% +0.0% 0.9 2,560 +0 5
SCHM funds › SCHWAB U.S. MID-CAP ETF ADD 0.1% +0.0% 0.9 24,845 +3,436 5
ILF funds › ISHARES LATIN AMERICA 40 ETF ADD 0.1% -0.0% 0.9 26,887 +2,540 5
IWD funds › ISHARES RUSSELL 1000 VALUE ETF TRIM 0.1% +0.0% 0.9 3,587 -32 5
CSCO funds › CISCO SYS INC COM ADD 0.1% +0.0% 0.8 7,185 +10 5
AMD funds › ADVANCED MICRO DEVICES INC COM HOLD 0.1% +0.0% 0.8 1,450 +0 4
HWM funds › HOWMET AEROSPACE INC COM HOLD 0.1% +0.0% 0.8 3,113 +0 5
INDA funds › ISHARES MSCI INDIA ETF ADD 0.1% +0.0% 0.8 16,840 +2,334 5
PM funds › PHILIP MORRIS INTL INC COM TRIM 0.1% -0.0% 0.8 4,443 -22 5
EMXC funds › ISHARES MSCI EMERGING MARKETS EX CHINA ETF ADD 0.1% +0.0% 0.7 7,228 +102 5
SCHK funds › SCHWAB 1000 INDEX ETF ADD 0.1% +0.0% 0.7 19,817 +4,234 5
VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF HOLD 0.1% -0.0% 0.7 8,134 +0 4
META funds › META PLATFORMS INC CL A ADD 0.1% -0.0% 0.7 1,223 +113 5
VTI funds › VANGUARD TOTAL STOCK MARKET ETF HOLD 0.1% +0.0% 0.7 1,860 +0 5
DVY funds › ISHARES SELECT DIVIDEND ETF HOLD 0.1% -0.0% 0.7 4,377 +0 5
CMI funds › CUMMINS INC COM HOLD 0.1% +0.0% 0.7 952 +0 5
IAGG funds › ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF HOLD 0.1% -0.0% 0.7 13,095 +0 5
ORCL funds › ORACLE CORP COM ADD 0.1% -0.0% 0.6 4,405 +6 5
CW funds › CURTISS WRIGHT CORP COM HOLD 0.1% -0.0% 0.6 850 +0 5
BNDX funds › VANGUARD TOTAL INTERNATIONAL BOND ETF HOLD 0.0% -0.0% 0.6 13,178 +0 5
PEP funds › PEPSICO INC COM TRIM 0.0% -0.0% 0.6 4,710 -31 5
NEE funds › NEXTERA ENERGY INC COM HOLD 0.0% -0.0% 0.6 7,023 +0 5
UBER funds › UBER TECHNOLOGIES INC COM ADD 0.0% +0.0% 0.6 8,252 +1,356 5
IMCG funds › ISHARES MORNINGSTAR MID-CAP GROWTH ETF ADD 0.0% +0.0% 0.6 6,035 +2,089 4
SUSA funds › ISHARES ESG OPTIMIZED MSCI USA ETF HOLD 0.0% +0.0% 0.6 3,830 +0 2
GSLC funds › TR ACTIVEBETA US LARGE CAP EQUITY ETF HOLD 0.0% +0.0% 0.6 4,077 +0 4
ETN funds › EATON CORP PLC SHS ADD 0.0% +0.0% 0.6 1,344 +290 5
VDE funds › VANGUARD ENERGY ETF TRIM 0.0% -0.0% 0.6 3,810 -90 5
RTX funds › RTX CORPORATION COM HOLD 0.0% -0.0% 0.6 2,944 +0 5
SOXX funds › ISHARES SEMICONDUCTOR ETF ADD 0.0% +0.0% 0.6 866 +23 4
VT funds › VANGUARD TOTAL WORLD STOCK ETF ADD 0.0% +0.0% 0.5 3,177 +5 5
VCSH funds › VANGUARD SHORT-TERM CORPORATE BOND ETF HOLD 0.0% -0.0% 0.5 6,184 +0 5
BKNG funds › BOOKING HOLDINGS INC COM ADD 0.0% -0.0% 0.5 2,733 +2,622 5
FTCS funds › FIRST TRUST CAPITAL STRENGTH ETF HOLD 0.0% -0.0% 0.5 5,160 +0 2
MDY funds › STATE STREET SPDR S&P MIDCAP 400 ETF TRUST HOLD 0.0% +0.0% 0.5 688 +0 5
LLY funds › ELI LILLY & CO COM ADD 0.0% +0.0% 0.5 392 +10 2
ITOT funds › ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF HOLD 0.0% +0.0% 0.5 2,809 +0 5
SGOV funds › ISHARES 0-3 MONTH TREASURY BOND ETF NEW 0.0% +0.0% 0.5 4,528 +4,528 1
DE funds › DEERE & CO COM TRIM 0.0% -0.0% 0.5 711 -98 5
TJX funds › TJX COS INC NEW COM HOLD 0.0% -0.0% 0.4 2,942 +0 5
SDY funds › STATE STREET SPDR S&P DIVIDEND ETF HOLD 0.0% -0.0% 0.4 2,910 +0 5
MTB funds › M & T BK CORP COM ADD 0.0% +0.0% 0.4 1,845 +675 5
DFAS funds › DIMENSIONAL U.S. SMALL CAP ETF HOLD 0.0% +0.0% 0.4 5,302 +0 5
VIOG funds › VANGUARD S&P SMALL-CAP 600 GROWTH ETF ADD 0.0% +0.0% 0.4 2,809 +460 4
MKL funds › MARKEL GROUP INC COM ADD 0.0% +0.0% 0.4 220 +26 5
SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ETF HOLD 0.0% +0.0% 0.4 4,876 +0 5
CL funds › COLGATE PALMOLIVE CO COM TRIM 0.0% -0.0% 0.4 4,626 -21 5
CUSIP:921932778 funds › VANGUARD S&P SMALL-CAP 600 VALUE ETF ADD 0.0% +0.0% 0.4 3,514 +628 4
IJH funds › ISHARES CORE S&P MID-CAP ETF TRIM 0.0% -0.0% 0.4 5,293 -511 5
EFG funds › ISHARES MSCI EAFE GROWTH ETF ADD 0.0% +0.0% 0.4 3,227 +294 2
BAC funds › BANK OF AMER CORP COM HOLD 0.0% +0.0% 0.4 6,894 +0 5
IWO funds › ISHARES RUSSELL 2000 GROWTH ETF TRIM 0.0% +0.0% 0.4 995 -40 5
BN funds › BROOKFIELD CORP CL A LTD VT SH HOLD 0.0% -0.0% 0.4 9,178 +0 5
IJJ funds › ISHARES S&P MID-CAP 400 VALUE ETF TRIM 0.0% -0.0% 0.4 2,645 -287 5
MO funds › ALTRIA GROUP INC COM TRIM 0.0% -0.0% 0.4 5,391 -41 5
XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF TRIM 0.0% -0.0% 0.4 3,306 -8 5
NSC funds › NORFOLK SOUTHN CORP COM ADD 0.0% +0.0% 0.4 1,204 +283 5
SCHB funds › SCHWAB U.S. BROAD MARKET ETF HOLD 0.0% +0.0% 0.4 12,993 +0 5
SPSK funds › SP FUNDS DOW JONES GLOBAL SUKUK ETF ADD 0.0% -0.0% 0.4 20,788 +1,387 5
VXF funds › VANGUARD EXTENDED MARKET ETF HOLD 0.0% +0.0% 0.4 1,517 +0 4
CUSIP:92206C623 funds › VANGUARD RUSSELL 2000 GROWTH ETF ADD 0.0% +0.0% 0.4 1,294 +263 4
INTC funds › INTEL CORP COM NEW 0.0% +0.0% 0.4 2,598 +2,598 1
IBTG funds › ISHARES IBONDS DEC 2026 TERM TREASURY ETF HOLD 0.0% -0.0% 0.4 15,491 +0 4
IQV funds › IQVIA HLDGS INC COM TRIM 0.0% -0.0% 0.4 1,818 -19 5
BIV funds › VANGUARD INTERMEDIATE-TERM BOND ETF HOLD 0.0% -0.0% 0.3 4,541 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC CL A NEW 0.0% +0.0% 0.3 456 +456 1
RMD funds › RESMED INC COM TRIM 0.0% -0.0% 0.3 1,750 -573 5
IGIB funds › ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF HOLD 0.0% -0.0% 0.3 6,347 +0 5
EDIV funds › STATE STREET SPDR S&P EMERGING MARKETS DIVIDEND ETF HOLD 0.0% -0.0% 0.3 8,225 +0 4
FDL funds › FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND HOLD 0.0% -0.0% 0.3 6,900 +0 5
AXP funds › AMERICAN EXPRESS CO COM HOLD 0.0% -0.0% 0.3 992 +0 5
DUK funds › DUKE ENERGY CORP NEW COM NEW TRIM 0.0% -0.0% 0.3 2,641 -380 5
IGSB funds › ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF HOLD 0.0% -0.0% 0.3 6,366 +0 5
GEV funds › GE VERNOVA INC COM TRIM 0.0% +0.0% 0.3 280 -2 2
SLV funds › ISHARES SILVER TRUST HOLD 0.0% -0.0% 0.3 6,103 +0 5
FSS funds › FEDERAL SIGNAL CORP COM HOLD 0.0% +0.0% 0.3 2,500 +0 5
COF funds › CAPITAL ONE FINL CORP COM HOLD 0.0% -0.0% 0.3 1,599 +0 5
GD funds › GENERAL DYNAMICS CORP COM HOLD 0.0% -0.0% 0.3 896 +0 5
WSO funds › WATSCO INC COM HOLD 0.0% +0.0% 0.3 761 +0 5
DGRW funds › WISDOMTREE US QUALITY DIVIDEND GROWTH FUND HOLD 0.0% -0.0% 0.3 3,277 +0 2
IEFA funds › ISHARES CORE MSCI EAFE ETF HOLD 0.0% -0.0% 0.3 3,233 +0 4
VTES funds › VANGUARD SHORT-TERM TAX EXEMPT BOND ETF HOLD 0.0% -0.0% 0.3 2,980 +0 2
ADP funds › AUTOMATIC DATA PROCESSING INC COM TRIM 0.0% -0.0% 0.3 1,334 -30 5
CHH funds › CHOICE HOTELS INTL INC COM HOLD 0.0% -0.0% 0.3 2,700 +0 2
LAMR funds › LAMAR ADVERTISING CO CL A HOLD 0.0% +0.0% 0.3 1,904 +0 5
XYL funds › XYLEM INC COM TRIM 0.0% -0.0% 0.3 2,497 -200 5
GDX funds › VANECK GOLD MINERS ETF TRIM 0.0% -0.0% 0.3 3,909 -283 5
NUE funds › NUCOR CORP COM HOLD 0.0% +0.0% 0.3 1,310 +0 4
SCHH funds › SCHWAB U.S. REIT ETF ADD 0.0% +0.0% 0.3 12,285 +1,775 2
TSLA funds › TESLA INC COM TRIM 0.0% -0.0% 0.3 688 -37 5
RWR funds › STATE STREET SPDR DOW JONES REIT ETF TRIM 0.0% -0.0% 0.3 2,533 -6 5
CSX funds › CSX CORP COM HOLD 0.0% +0.0% 0.3 6,005 +0 4
D funds › DOMINION ENERGY INC COM ADD 0.0% +0.0% 0.3 4,169 +800 2
AMT funds › AMERICAN TOWER CORP COM HOLD 0.0% -0.0% 0.3 1,733 +0 5
TT funds › TRANE TECHNOLOGIES PLC SHS HOLD 0.0% +0.0% 0.3 558 +0 5
IBM funds › INTERNATIONAL BUSINESS MACHS COM HOLD 0.0% +0.0% 0.3 947 +0 5
MLPA funds › GLOBAL X MLP ETF TRIM 0.0% -0.0% 0.3 5,000 -167 5
ABBV funds › ABBVIE INC COM HOLD 0.0% +0.0% 0.3 1,048 +0 5
GE funds › GE AEROSPACE COM NEW NEW 0.0% +0.0% 0.3 705 +705 1
VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND HOLD 0.0% -0.0% 0.3 3,118 +0 2
WFC funds › WELLS FARGO & CO COM HOLD 0.0% -0.0% 0.3 3,120 +0 5
SPAB funds › STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF TRIM 0.0% -0.0% 0.3 10,028 -23 5
SYK funds › STRYKER CORPORATION COM HOLD 0.0% -0.0% 0.3 803 +0 5
FDX funds › FEDEX CORP COM HOLD 0.0% -0.0% 0.3 800 +0 5
VRTX funds › VERTEX PHARMACEUTICALS INC COM TRIM 0.0% -0.0% 0.2 503 -8 5
ELV funds › ELEVANCE HEALTH INC FORMERLY A COM NEW 0.0% +0.0% 0.2 643 +643 1
MA funds › MASTERCARD INCORPORATED CL A TRIM 0.0% -0.0% 0.2 466 -8 5
SCMB funds › SCHWAB MUNICIPAL BOND ETF HOLD 0.0% -0.0% 0.2 9,243 +0 5
MLM funds › MARTIN MARIETTA MATLS INC COM HOLD 0.0% -0.0% 0.2 413 +0 5
SLYG funds › STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF NEW 0.0% +0.0% 0.2 1,983 +1,983 1
VIG funds › VANGUARD DIVIDEND APPRECIATION ETF HOLD 0.0% -0.0% 0.2 998 +0 2
DGRO funds › ISHARES CORE DIVIDEND GROWTH ETF HOLD 0.0% -0.0% 0.2 3,094 +0 2
FNF funds › FIDELITY NATL FINL INC COM SHS HOLD 0.0% -0.0% 0.2 4,802 +0 5
AFL funds › AFLAC INC COM HOLD Common Stock 0.0% -0.0% 0.2 1,906 +0 5
APD funds › AIR PRODUCTS AND CHEMICALS INC COM TRIM 0.0% -0.0% 0.2 746 -50 2
J funds › JACOBS SOLUTIONS INC COM TRIM 0.0% -0.0% 0.2 1,726 -58 5
IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF NEW 0.0% +0.0% 0.2 2,587 +2,587 1
DIS funds › DISNEY WALT CO COM TRIM 0.0% -0.0% 0.2 2,225 -294 5
TEL funds › TE CONNECTIVITY PLC ORD SHS HOLD 0.0% -0.0% 0.2 1,022 +0 4
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.1% 0.0 0 -8,941 0
ENB funds › ENBRIDGE INC COM EXIT 0.0% -0.0% 0.0 0 -3,782 0
VZ funds › VERIZON COMMUNICATIONS INC COM EXIT 0.0% -0.1% 0.0 0 -32,926 0
BG funds › BUNGE GLOBAL SA COM SHS EXIT 0.0% -0.0% 0.0 0 -1,693 0
NOC funds › NORTHROP GRUMMAN CORP COM EXIT 0.0% -0.0% 0.0 0 -358 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 1,288 227 0.04 48% 0.035 0.724 in
2026Q1 1,147 223 0.11 47% 0.034 0.573 in
2025Q4 1,086 202 0.03 51% 0.038 0.724 in
2025Q3 1,072 631 0.05 51% 0.037 0.677 in
2025Q2 958 183 0.04 52% 0.038 0.729 entered
2025Q1 876 173 0.00 52% 0.038 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