Fund Universe

← Fund Universe

☆Physician Wealth Advisors, Inc.

CIK 0001795173 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.595
AUM ($M)
837
Positions
2334
Turnover
0.09
Top-10 wt
51%
Herfindahl
0.042
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 500 of 2483 positions (showing top 500 by weight) · portfolio value $837M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 12.3% -0.3% 103.0 137,564 -633 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 11.2% +4.0% 94.0 1,069,899 +394,731 5 —
☆ACWX funds › ISHARES TR ADD — 5.3% +0.6% 44.0 578,518 +86,636 2 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 3.8% -0.3% 31.9 772,680 +9,200 5 —
☆IVW funds › ISHARES TR ADD — 3.8% +0.5% 31.7 230,758 +19,352 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 3.7% +0.2% 30.9 454,810 +19,201 5 —
☆IVE funds › ISHARES TR TRIM — 3.2% -0.7% 27.1 119,410 -15,774 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST TRIM — 3.1% -0.6% 25.8 640,767 -138,492 5 —
☆ITOT funds › ISHARES TR TRIM — 2.5% -0.0% 21.0 127,829 -298 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST TRIM — 2.3% -0.1% 19.6 379,438 -2,420 5 —
☆AAPL funds › APPLE INC ADD — 2.2% -0.0% 18.3 63,341 +696 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 1.9% -0.1% 16.2 357,130 +40,145 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 1.9% +0.2% 16.1 305,913 -80,371 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 1.5% -0.1% 13.0 80,324 -24,366 5 —
☆MGC funds › VANGUARD WORLD FD ADD — 1.5% -0.0% 12.3 44,771 +44 5 —
☆IEFA funds › ISHARES TR TRIM — 1.4% -0.2% 12.1 124,846 -1,407 5 —
☆IJH funds › ISHARES TR TRIM — 1.4% -0.0% 11.5 148,503 -211 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST TRIM — 1.3% -0.2% 10.9 131,656 -16,239 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.2% -0.1% 10.4 51,940 -2,113 5 —
☆SHLD funds › GLOBAL X FDS ADD — 1.2% -0.0% 10.1 169,122 +44,668 4 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 1.0% -0.6% 8.7 201,376 -113,609 5 —
☆IXUS funds › ISHARES TR ADD — 1.0% -0.1% 8.6 90,195 +53 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 1.0% +1.0% 8.3 296,245 +296,245 1 —
☆DGRO funds › ISHARES TR TRIM — 1.0% -0.1% 8.2 107,581 -4,817 5 —
☆VCRM funds › VANGUARD MUN BD FDS ADD — 0.8% -0.1% 6.8 88,686 +1,461 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 0.8% +0.2% 6.7 159,564 +56,803 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.7% -0.0% 6.3 75,964 -28 5 —
☆ESGU funds › ISHARES TR ADD — 0.7% +0.0% 6.2 37,743 +2,159 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 0.7% -0.0% 6.0 136,142 -2,684 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.7% -0.1% 5.7 15,262 -584 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.7% +0.1% 5.5 45,963 +40,452 5 —
☆FREL funds › FIDELITY COVINGTON TRUST TRIM — 0.6% -0.0% 4.7 159,503 -437 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.5% +0.1% 4.4 6,412 +1,202 5 —
☆STIP funds › ISHARES TR TRIM — 0.5% -0.1% 4.4 42,714 -71 5 —
☆HQY funds › HEALTHEQUITY INC TRIM — 0.5% -0.0% 4.2 47,045 -4 5 —
☆IJR funds › ISHARES TR TRIM — 0.5% -0.0% 4.1 27,773 -1,192 5 —
☆LRGF funds › ISHARES TR ADD — 0.5% -0.0% 3.8 50,029 +707 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.4% -0.0% 3.5 14,604 -506 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.4% +0.0% 3.4 4,631 -111 5 —
☆TNA funds › DIREXION SHARES ETF TRUST HOLD — 0.4% +0.1% 3.2 42,581 +0 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.4% -0.0% 3.2 40,244 +8,686 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.4% +0.0% 3.1 8,757 +127 5 —
☆QUAL funds › ISHARES TR TRIM — 0.4% -1.7% 3.1 14,018 -62,641 5 —
☆EFAV funds › ISHARES TR TRIM — 0.3% -0.1% 2.9 32,819 -543 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 2.8 34,165 +13 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 2.7 73,584 -754 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 2.7 85,399 +28 5 —
☆MTUM funds › ISHARES TR HOLD — 0.3% +0.1% 2.7 7,786 +0 5 —
☆IEMG funds › ISHARES INC TRIM — 0.3% -0.0% 2.5 30,650 -4,235 5 —
☆TSLA funds › TESLA INC ADD — 0.3% +0.0% 2.5 5,908 +219 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.3% -0.0% 2.4 4,731 +257 5 —
☆GBCI funds › GLACIER BANCORP INC NEW TRIM — 0.3% -0.0% 2.3 44,079 -12 3 —
☆VLUE funds › ISHARES TR ADD — 0.2% +0.0% 1.9 9,673 +89 5 —
☆IJS funds › ISHARES TR TRIM — 0.2% -0.0% 1.9 13,942 -393 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.1% 1.8 1,890 -12 5 —
☆GOOG funds › ALPHABET INC ADD — 0.2% +0.0% 1.7 4,924 +101 5 —
☆EFG funds › ISHARES TR ADD — 0.2% -0.0% 1.7 13,869 +456 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 1.7 5,017 +37 5 —
☆EEMV funds › ISHARES INC TRIM — 0.2% -0.0% 1.7 22,601 -350 5 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.1% 1.7 14,634 -105 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 1.6 2,820 -476 5 —
☆EXR funds › EXTRA SPACE STORAGE INC ADD — 0.2% -0.0% 1.6 10,927 +15 5 —
☆ZION funds › ZIONS BANCORPORATION NATL AS TRIM — 0.2% +0.0% 1.5 22,051 -413 5 —
☆IWC funds › ISHARES TR TRIM — 0.2% +0.0% 1.5 7,623 -120 5 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 1.4 30,893 -490 5 —
☆ESGE funds › ISHARES INC ADD — 0.2% +0.0% 1.4 25,699 +539 5 —
☆MUB funds › ISHARES TR ADD — 0.2% -0.0% 1.4 12,943 +257 5 —
☆USMV funds › ISHARES TR ADD — 0.2% -0.0% 1.4 14,279 +35 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 1.3 13,409 -415 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.2% -0.0% 1.3 3,363 -221 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 1.2 1,025 +71 5 —
☆TDY funds › TELEDYNE TECHNOLOGIES INC ADD — 0.1% -0.0% 1.2 1,785 +2 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% +0.0% 1.2 2,449 -14 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.1% +0.1% 1.1 1,585 -34 5 —
☆TQQQ funds › PROSHARES TR TRIM — 0.1% +0.0% 1.1 13,447 -801 5 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.1% 1.1 7,681 +333 5 —
☆SCZ funds › ISHARES TR TRIM — 0.1% -0.0% 1.1 12,900 -144 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 1.0 964 +55 5 —
☆SIL funds › GLOBAL X FDS TRIM — 0.1% -0.0% 1.0 13,115 -80 5 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.0% 1.0 1,752 -189 5 —
☆IBDS funds › ISHARES TR ADD — 0.1% +0.1% 0.9 38,330 +31,505 5 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.9 2,667 -45 5 —
☆IXN funds › ISHARES TR ADD — 0.1% +0.0% 0.9 6,310 +108 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.9 4,772 +4 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 0.9 10,941 -165 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.1% -0.0% 0.9 1,199 +1 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.9 3,590 +1 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 0.9 7,378 +390 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.1% +0.1% 0.9 750 +175 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.9 3,392 +63 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.1% +0.0% 0.8 2,573 +188 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.8 19,870 +103 5 —
☆CI funds › THE CIGNA GROUP TRIM — 0.1% -0.0% 0.8 2,726 -11 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.7 15,418 +130 5 —
☆AGG funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 7,502 -29 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.7 8,800 +6,770 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.7 1,336 -146 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.1% +0.0% 0.7 9,563 +2,387 5 —
☆IBTH funds › ISHARES TR ADD — 0.1% +0.1% 0.7 29,856 +22,964 5 —
☆EFV funds › ISHARES TR TRIM — 0.1% -1.5% 0.7 8,583 -144,106 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.0% 0.6 1,759 +397 5 —
☆VFMF funds › VANGUARD WELLINGTON FD TRIM — 0.1% -0.0% 0.6 3,659 -150 5 —
☆CUSIP:45784N486 funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.6 28,554 +0 4 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 0.6 4,682 +104 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 0.6 508 +20 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.6 1,960 +91 5 —
☆SOXX funds › ISHARES TR ADD — 0.1% +0.0% 0.6 913 +39 5 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.0% 0.6 1,517 +37 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.1% -0.0% 0.6 5,634 -169 5 —
☆SUB funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 5,072 -289 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 0.5 4,067 -112 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.1% -0.0% 0.5 1,887 -212 5 —
☆SNFCA funds › SECURITY NATL FINL CORP HOLD — 0.1% -0.0% 0.5 52,376 +0 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.5 2,141 -201 5 —
☆ICSH funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 9,974 -32 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.5 3,669 +526 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% -0.0% 0.5 1,479 +1 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 0.5 2,667 +269 5 —
☆EFA funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 4,666 -47 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 0.5 1,609 +31 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 0.5 8,364 +200 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.0% 0.5 2,872 -388 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.1% +0.0% 0.5 1,732 +2 5 —
☆VCRB funds › VANGUARD MALVERN FDS ADD — 0.1% +0.0% 0.5 6,021 +865 5 —
☆IBTG funds › ISHARES TR ADD — 0.1% +0.0% 0.5 20,081 +3,366 5 —
☆HD funds › HOME DEPOT INC ADD — 0.1% +0.0% 0.4 1,261 +124 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.0% 0.4 1,013 +74 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 0.4 2,890 -237 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.4 1,136 +32 5 —
☆IHI funds › ISHARES TR ADD — 0.0% -0.0% 0.4 8,467 +202 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.0% -0.0% 0.4 4,338 +168 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.0% +0.0% 0.4 2,340 -238 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.4 9,087 +0 5 —
☆USXF funds › ISHARES TR TRIM — 0.0% +0.0% 0.4 5,891 -87 5 —
☆AEE funds › AMEREN CORP ADD — 0.0% -0.0% 0.4 3,470 +10 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.4 10,608 +179 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.0% +0.0% 0.4 7,618 +1,492 5 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% +0.0% 0.4 4,042 -171 5 —
☆ESGD funds › ISHARES TR ADD — 0.0% -0.0% 0.4 3,675 +1 5 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.0% +0.0% 0.4 7,201 +7,010 3 —
☆XSOE funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.4 7,615 +94 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.4 4,452 +0 5 —
☆SNDK funds › SANDISK CORP ADD — 0.0% +0.0% 0.4 154 +43 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.3 2,568 -98 5 —
☆ABBV funds › ABBVIE INC ADD — 0.0% +0.0% 0.3 1,376 +74 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.3 9,268 +0 5 —
☆IBDT funds › ISHARES TR ADD — 0.0% +0.0% 0.3 13,466 +4,687 5 —
☆BLK funds › BLACKROCK INC ADD — 0.0% -0.0% 0.3 350 +13 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.3 5,693 +5,693 1 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.3 11,052 +0 5 —
☆MDT funds › MEDTRONIC PLC ADD — 0.0% -0.0% 0.3 4,088 +290 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC TRIM — 0.0% -0.0% 0.3 634 -10 5 —
☆FMUB funds › FIDELITY MERRIMACK STR TR NEW — 0.0% +0.0% 0.3 6,087 +6,087 1 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% -0.0% 0.3 2,302 +52 5 —
☆TRMB funds › TRIMBLE INC ADD — 0.0% -0.0% 0.3 6,072 +35 5 —
☆NWE funds › NORTHWESTERN ENERGY GROUP IN TRIM — 0.0% -0.0% 0.3 4,325 -500 5 —
☆CUSIP:45782C649 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.3 7,350 +0 5 —
☆ORCL funds › ORACLE CORP ADD — 0.0% -0.0% 0.3 2,070 +128 5 —
☆MAR funds › MARRIOTT INTL INC NEW ADD — 0.0% -0.0% 0.3 813 +8 5 —
☆UNP funds › UNION PAC CORP ADD — 0.0% -0.0% 0.3 1,102 +18 5 —
☆SYLD funds › CAMBRIA ETF TR TRIM — 0.0% -0.0% 0.3 3,721 -1,073 5 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.0% -0.0% 0.3 2,813 -294 5 —
☆BE funds › BLOOM ENERGY CORP ADD — 0.0% +0.0% 0.3 950 +171 5 —
☆IBTL funds › ISHARES TR ADD — 0.0% +0.0% 0.3 14,099 +9,079 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.3 993 +0 5 —
☆BSVO funds › EA SERIES TRUST NEW — 0.0% +0.0% 0.3 9,697 +9,697 1 —
☆IBTI funds › ISHARES TR ADD — 0.0% +0.0% 0.3 12,739 +5,754 5 —
☆IBTJ funds › ISHARES TR ADD — 0.0% +0.0% 0.3 12,936 +5,772 5 —
☆BA funds › BOEING CO ADD — 0.0% -0.0% 0.3 1,293 +21 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.0% +0.0% 0.3 277 +16 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% +0.0% 0.3 673 +92 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 0.3 548 -27 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.3 10,479 -1,825 5 —
☆IBTK funds › ISHARES TR ADD — 0.0% +0.0% 0.3 13,890 +5,955 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.0% +0.0% 0.3 3,582 +1,725 5 —
☆TRP funds › TC ENERGY CORP ADD — 0.0% -0.0% 0.3 4,053 +5 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 0.3 4,444 +953 5 —
☆WPC funds › WP CAREY INC TRIM — 0.0% -0.0% 0.3 3,691 -1 5 —
☆CATY funds › CATHAY GEN BANCORP ADD — 0.0% +0.0% 0.3 4,253 +3,092 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.0% +0.0% 0.3 132 -3 5 —
☆HUN funds › HUNTSMAN CORP ADD — 0.0% -0.0% 0.3 24,588 +113 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% -0.0% 0.3 3,804 +82 5 —
☆KO funds › COCA COLA CO ADD — 0.0% +0.0% 0.3 3,169 +326 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.3 4,558 +0 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 0.3 8,035 +70 5 —
☆MMM funds › 3M CO ADD — 0.0% -0.0% 0.3 1,569 +40 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% -0.0% 0.3 1,995 +81 5 —
☆NVS funds › NOVARTIS AG ADD — 0.0% -0.0% 0.3 1,603 +12 5 —
☆UPRO funds › PROSHARES TR ADD — 0.0% +0.0% 0.3 1,771 +815 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 0.3 1,652 -181 5 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.2 10,105 -417 5 —
☆EME funds › EMCOR GROUP INC ADD — 0.0% -0.0% 0.2 290 +1 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.2 2,745 +20 5 —
☆GPIX funds › GOLDMAN SACHS ETF TR ADD — 0.0% +0.0% 0.2 4,234 +847 3 —
☆JPC funds › NUVEEN PFD & INCOME OPPORTUN HOLD — 0.0% -0.0% 0.2 29,367 +0 4 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.2 773 +13 5 —
☆SSO funds › PROSHARES TR TRIM — 0.0% +0.0% 0.2 3,406 -227 5 —
☆AVGE funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.0% 0.2 2,307 -41 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.2 2,581 +0 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.2 5,561 +3,132 5 —
☆T funds › AT&T INC ADD — 0.0% -0.0% 0.2 10,904 +388 5 —
☆PSF funds › COHEN & STEERS SELECT PFD & HOLD — 0.0% -0.0% 0.2 11,140 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.0% -0.0% 0.2 4,428 +459 5 —
☆WPM funds › WHEATON PRECIOUS METALS CORP ADD — 0.0% -0.0% 0.2 1,976 +4 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.0% +0.0% 0.2 775 +121 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.0% -0.0% 0.2 3,049 -311 5 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L HOLD — 0.0% -0.0% 0.2 9,700 +0 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.2 3,971 +10 5 —
☆VBCA funds › VANGUARD WELLESLEY INCOME FD NEW — 0.0% +0.0% 0.2 2,785 +2,785 1 —
☆IWM funds › ISHARES TR ADD — 0.0% +0.0% 0.2 701 +2 5 —
☆DFSE funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.2 4,228 +0 5 —
☆AXON funds › AXON ENTERPRISE INC ADD — 0.0% +0.0% 0.2 364 +346 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.2 6,080 +866 5 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.2 3,660 +3,660 1 —
☆EA funds › ELECTRONIC ARTS INC TRIM — 0.0% -0.0% 0.2 983 -29 5 —
☆RTX funds › RTX CORPORATION ADD — 0.0% -0.0% 0.2 1,049 +33 5 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 0.2 865 +26 5 —
☆BDX funds › BECTON DICKINSON & CO ADD — 0.0% -0.0% 0.2 1,280 +9 5 —
☆LCTU funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 0.2 2,416 +136 5 —
☆CUSIP:45782C532 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.2 4,550 +0 5 —
☆IYW funds › ISHARES TR TRIM — 0.0% +0.0% 0.2 747 -112 5 —
☆RGLD funds › ROYAL GOLD INC ADD — 0.0% -0.0% 0.2 943 +14 5 —
☆SKYW funds › SKYWEST INC TRIM — 0.0% -0.0% 0.2 1,888 -6 5 —
☆DVY funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 1,198 +0 5 —
☆ECG funds › EVERUS CONSTR GROUP ADD — 0.0% +0.0% 0.2 1,127 +2 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.2 1,046 +968 5 —
☆ICF funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,730 -115 5 —
☆IBTM funds › ISHARES TR ADD — 0.0% +0.0% 0.2 8,082 +3,612 5 —
☆IBTO funds › ISHARES TR ADD — 0.0% +0.0% 0.2 7,577 +3,404 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.0% +0.0% 0.2 185 +6 5 —
☆IJJ funds › ISHARES TR ADD — 0.0% -0.0% 0.2 1,174 +3 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.0% -0.1% 0.2 1,476 -2,323 5 —
☆IFRA funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,727 -23 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.2 3,595 +1,821 5 —
☆UFEB funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.2 4,425 +0 5 —
☆IBDV funds › ISHARES TR ADD — 0.0% +0.0% 0.2 7,787 +5,317 5 —
☆IBDU funds › ISHARES TR ADD — 0.0% +0.0% 0.2 7,322 +5,022 5 —
☆PSA funds › PUBLIC STORAGE ADD — 0.0% +0.0% 0.2 532 +20 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.2 2,038 +1,699 3 —
☆IBMS funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 6,500 +0 5 —
☆HSIC funds › SCHEIN HENRY INC TRIM — 0.0% -0.0% 0.2 2,012 -6 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.0% -0.0% 0.2 394 -44 5 —
☆NBIS funds › NEBIUS GROUP N.V. ADD — 0.0% +0.0% 0.2 593 +498 2 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.0% -0.0% 0.2 399 -19 5 —
☆URI funds › UNITED RENTALS INC ADD — 0.0% +0.0% 0.2 141 +16 5 —
☆GLW funds › CORNING INC ADD — 0.0% +0.0% 0.2 621 +379 5 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.2 729 +0 5 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.2 522 +472 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% -0.0% 0.2 713 +3 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 0.2 521 +202 5 —
☆IDEV funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,735 +1,735 1 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 0.2 698 -151 5 —
☆PCM funds › PCM FD INC HOLD — 0.0% -0.0% 0.2 27,330 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.0% -0.0% 0.2 2,847 +0 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.2 769 +0 5 —
☆DMXF funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,785 +83 5 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.0% -0.0% 0.1 1,350 +92 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.1 1,946 +1,372 5 —
☆DLR funds › DIGITAL RLTY TR INC HOLD — 0.0% -0.0% 0.1 818 +0 5 —
☆IQLT funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,950 +62 5 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.1 698 +82 5 —
☆CB funds › CHUBB LIMITED ADD — 0.0% -0.0% 0.1 425 +11 5 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.1 1,032 +61 5 —
☆LIN funds › LINDE PLC ADD — 0.0% -0.0% 0.1 277 +27 5 —
☆SLYV funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.1 1,303 +4 5 —
☆AVDV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.1 1,373 +1,373 1 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.0% +0.0% 0.1 1,258 +190 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.0% -0.0% 0.1 141 +5 5 —
☆FAF funds › FIRST AMERN FINL CORP TRIM — 0.0% -0.0% 0.1 1,976 -105 3 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 1,556 +1,297 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.0% +0.0% 0.1 392 +108 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% -0.0% 0.1 1,127 +60 5 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.1 9,448 +365 5 —
☆CUSIP:45784N494 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 5,723 +0 3 —
☆PEJ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.1 1,966 +0 5 —
☆UJAN funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 2,886 +0 5 —
☆DSI funds › ISHARES TR ADD — 0.0% +0.0% 0.1 918 +71 5 —
☆WMB funds › WILLIAMS COS INC ADD — 0.0% -0.0% 0.1 1,748 +50 5 —
☆IBMO funds › ISHARES TR NEW — 0.0% +0.0% 0.1 5,000 +5,000 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% -0.0% 0.1 3,019 +376 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.0% -0.0% 0.1 371 -61 5 —
☆ZJUN funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.1 4,585 +4,585 1 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 0.1 373 +81 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C ADD — 0.0% +0.0% 0.1 2,761 +90 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.1 312 +13 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.0% -0.0% 0.1 384 +64 5 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.0% +0.0% 0.1 278 +43 5 —
☆BOXX funds › EA SERIES TRUST HOLD — 0.0% -0.0% 0.1 1,000 +0 5 —
☆SHOP funds › SHOPIFY INC ADD — 0.0% -0.0% 0.1 1,015 +6 5 —
☆IBDX funds › ISHARES TR NEW — 0.0% +0.0% 0.1 4,595 +4,595 1 —
☆IBDW funds › ISHARES TR NEW — 0.0% +0.0% 0.1 5,552 +5,552 1 —
☆SYF funds › SYNCHRONY FINANCIAL ADD — 0.0% +0.0% 0.1 1,505 +302 5 —
☆AZO funds › AUTOZONE INC TRIM — 0.0% -0.0% 0.1 36 -16 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.1 517 -1 5 —
☆SLB funds › SLB LIMITED TRIM — 0.0% -0.0% 0.1 2,393 -13 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.1 3,986 +126 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.1 641 +641 1 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.1 688 +1 5 —
☆SMCI funds › SUPER MICRO COMPUTER INC ADD — 0.0% +0.0% 0.1 3,708 +3,607 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC ADD — 0.0% +0.0% 0.1 649 +348 5 —
☆ROBO funds › EXCHANGE TRADED CONCEPTS TRU HOLD — 0.0% +0.0% 0.1 1,250 +0 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.1 2,114 -2,095 5 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.0% +0.0% 0.1 164 -76 5 —
☆SFLR funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 2,700 +0 2 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% -0.0% 0.1 721 +39 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.0% +0.0% 0.1 135 +7 5 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 0.1 1,129 +147 5 —
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,494 +30 5 —
☆BTZ funds › BLACKROCK CR ALLOCATION HOLD — 0.0% -0.0% 0.1 10,000 +0 5 —
☆MDU funds › MDU RES GROUP INC TRIM — 0.0% -0.0% 0.1 4,816 -47 5 —
☆IBTP funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 4,000 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% +0.0% 0.1 557 +80 5 —
☆FNV funds › FRANCO NEV CORP ADD — 0.0% -0.0% 0.1 482 +2 5 —
☆IBTQ funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 4,000 +0 3 —
☆ADSK funds › AUTODESK INC TRIM — 0.0% -0.0% 0.1 512 -375 5 —
☆DDFJ funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 5,000 +0 2 —
☆YUM funds › YUM BRANDS INC TRIM — 0.0% -0.0% 0.1 605 -44 5 —
☆KNF funds › KNIFE RIVER CORP HOLD — 0.0% -0.0% 0.1 1,125 +0 5 —
☆SO funds › SOUTHERN CO ADD — 0.0% -0.0% 0.1 982 +6 5 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.0% -0.0% 0.1 492 +8 2 —
☆IBDR funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 3,820 +0 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.1 413 -72 5 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.1 855 -281 5 —
☆DDFL funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 4,294 +0 4 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 3,420 -313 5 —
☆AEM funds › AGNICO EAGLE MINES LTD ADD — 0.0% -0.0% 0.1 581 +19 5 —
☆IYR funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 881 -110 5 —
☆INTU funds › INTUIT ADD — 0.0% -0.0% 0.1 344 +53 5 —
☆TRI funds › THOMSON REUTERS CORP NEW — 0.0% +0.0% 0.1 1,090 +1,090 1 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.1 1,005 +804 5 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.0% -0.0% 0.1 225 -53 5 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.1 1,931 +0 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.0% -0.0% 0.1 948 -223 5 —
☆DHR funds › DANAHER CORP DEL ADD — 0.0% -0.0% 0.1 451 +28 5 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.0% +0.0% 0.1 242 +206 5 —
☆IRM funds › IRON MTN INC DEL ADD — 0.0% +0.0% 0.1 678 +21 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% +0.0% 0.1 1,709 +230 5 —
☆AMGN funds › AMGEN INC ADD — 0.0% -0.0% 0.1 235 +5 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 0.1 819 +148 5 —
☆DHI funds › D R HORTON INC ADD — 0.0% +0.0% 0.1 515 +20 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.1 494 +45 5 —
☆PACS funds › PACS GROUP INC HOLD — 0.0% +0.0% 0.1 1,954 +0 3 —
☆IGM funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 506 +0 5 —
☆NBIX funds › NEUROCRINE BIOSCIENCES INC ADD — 0.0% +0.0% 0.1 489 +2 5 —
☆DE funds › DEERE & CO ADD — 0.0% +0.0% 0.1 129 +11 5 —
☆FDX funds › FEDEX CORP ADD — 0.0% -0.0% 0.1 260 +6 5 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.0% -0.0% 0.1 246 +7 5 —
☆MMIN funds › NEW YORK LIFE INVTS ACTIVE E ADD — 0.0% -0.0% 0.1 3,326 +49 5 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 0.1 1,683 +100 5 —
☆SCCO funds › SOUTHERN COPPER CORP TRIM — 0.0% -0.0% 0.1 456 -10 5 —
☆CRM funds › SALESFORCE INC ADD — 0.0% -0.0% 0.1 505 +75 5 —
☆SR funds › SPIRE INC TRIM — 0.0% -0.0% 0.1 1,006 -19 5 —
☆SA funds › SEABRIDGE GOLD INC NEW — 0.0% +0.0% 0.1 3,017 +3,017 1 —
☆ARCC funds › ARES CAPITAL CORP ADD — 0.0% +0.0% 0.1 4,190 +4,000 5 —
☆ARTY funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,009 +0 5 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.0% -0.0% 0.1 751 -10 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.0% +0.0% 0.1 311 +37 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 1,020 +0 5 —
☆DDOG funds › DATADOG INC ADD — 0.0% +0.0% 0.1 290 +65 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% -0.0% 0.1 293 +21 5 —
☆SYY funds › SYSCO CORP ADD — 0.0% +0.0% 0.1 895 +16 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP TRIM — 0.0% -0.0% 0.1 231 -5 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.0% +0.0% 0.1 194 -28 5 —
☆WAT funds › WATERS CORP ADD — 0.0% +0.0% 0.1 193 +20 5 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 0.1 933 -39 5 —
☆KIM funds › KIMCO REALTY CORP ADD — 0.0% -0.0% 0.1 2,845 +12 5 —
☆CLH funds › CLEAN HARBORS INC HOLD — 0.0% -0.0% 0.1 241 +0 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.1 1,353 +96 5 —
☆ALV funds › AUTOLIV INC TRIM — 0.0% -0.0% 0.1 618 -24 5 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 0.1 301 +8 5 —
☆BXSL funds › BLACKSTONE SECD LENDING FD NEW — 0.0% +0.0% 0.1 3,000 +3,000 1 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.0% -0.0% 0.1 450 +0 4 —
☆BNDX funds › VANGUARD CHARLOTTE FDS HOLD — 0.0% -0.0% 0.1 1,462 +0 5 —
☆MTG funds › MGIC INVT CORP WIS ADD — 0.0% -0.0% 0.1 2,478 +127 5 —
☆ISCG funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,063 +0 5 —
☆PGR funds › PROGRESSIVE CORP TRIM — 0.0% -0.0% 0.1 319 -45 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.0% +0.0% 0.1 1,364 +692 5 —
☆DFEV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.1 1,631 +0 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 0.1 408 +8 5 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% +0.0% 0.1 1,077 +131 5 —
☆DDTF funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 3,315 +0 2 —
☆TGT funds › TARGET CORP ADD — 0.0% -0.0% 0.1 513 +13 5 —
☆VRSN funds › VERISIGN INC HOLD — 0.0% -0.0% 0.1 266 +0 5 —
☆ECL funds › ECOLAB INC TRIM — 0.0% -0.0% 0.1 239 -38 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.1 187 -4 5 —
☆CTAS funds › CINTAS CORP TRIM — 0.0% -0.0% 0.1 386 -85 5 —
☆SMMV funds › ISHARES TR ADD — 0.0% -0.0% 0.1 1,418 +3 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% -0.0% 0.1 719 -245 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.0% +0.0% 0.1 426 +35 5 —
☆ROM funds › PROSHARES TR HOLD — 0.0% +0.0% 0.1 400 +0 5 —
☆SMH funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 0.1 94 +0 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.1 273 +273 1 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC ADD — 0.0% -0.0% 0.1 183 +12 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.1 273 +273 1 —
☆IUSG funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 319 +0 2 —
☆MFC funds › MANULIFE FINL CORP ADD — 0.0% +0.0% 0.1 1,472 +26 5 —
☆ACWI funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 378 +0 5 —
☆EVUS funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,688 +193 3 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.1 692 +153 5 —
☆TEL funds › TE CONNECTIVITY PLC ADD — 0.0% -0.0% 0.1 290 +1 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.0% -0.0% 0.1 200 +1 5 —
☆APLD funds › APPLIED DIGITAL CORP ADD — 0.0% +0.0% 0.1 1,559 +123 3 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.0% -0.0% 0.1 460 -32 5 —
☆CUSIP:45784N452 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 2,875 +0 3 —
☆DY funds › DYCOM INDS INC ADD — 0.0% +0.0% 0.1 114 +2 5 —
☆MRNA funds › MODERNA INC TRIM — 0.0% +0.0% 0.1 818 -4 5 —
☆CUSIP:45784N742 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 2,000 +0 5 —
☆MMCA funds › NEW YORK LIFE INVTS ACTIVE E ADD — 0.0% -0.0% 0.1 2,587 +43 5 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.1 2,291 -1,263 5 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.0% -0.0% 0.1 33 -29 5 —
☆ATI funds › ATI INC ADD — 0.0% +0.0% 0.1 284 +6 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.0% -0.0% 0.1 74 -15 5 —
☆NJUN funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.1 1,700 +1,700 1 —
☆CUSIP:45782C664 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 1,055 +0 5 —
☆XSD funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 88 +0 5 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.0% -0.0% 0.1 256 +32 5 —
☆FANG funds › DIAMONDBACK ENERGY INC ADD — 0.0% -0.0% 0.1 310 +13 5 —
☆MKSI funds › MKS INC. ADD — 0.0% +0.0% 0.1 122 +2 5 —
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 0.1 105 +41 5 —
☆UL funds › UNILEVER PLC TRIM — 0.0% -0.0% 0.1 896 -654 3 —
☆UTF funds › COHEN & STEERS INFRASTRUCTUR ADD — 0.0% -0.0% 0.1 1,946 +24 5 —
☆DFGP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.1 986 +0 5 —
☆DDFZ funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.1 2,750 +2,750 1 —
☆IJAN funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 1,400 +0 2 —
☆GSK funds › GSK PLC ADD — 0.0% -0.0% 0.1 1,011 +19 5 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA ADD — 0.0% +0.0% 0.1 2,093 +72 5 —
☆EOG funds › EOG RES INC ADD — 0.0% -0.0% 0.1 403 +85 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN HOLD — 0.0% +0.0% 0.1 484 +0 5 —
☆HIMS funds › HIMS & HERS HEALTH INC TRIM — 0.0% +0.0% 0.1 1,477 -53 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% +0.0% 0.1 695 +171 5 —
☆VVV funds › VALVOLINE INC HOLD — 0.0% +0.0% 0.0 1,264 +0 5 —
☆CUSIP:45784N379 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 2,500 +0 2 —
☆ITB funds › ISHARES TR ADD — 0.0% -0.0% 0.0 472 +1 5 —
☆AHR funds › AMERICAN HEALTHCARE REIT INC ADD — 0.0% -0.0% 0.0 939 +17 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 645 +0 5 —
☆ROST funds › ROSS STORES INC ADD — 0.0% -0.0% 0.0 228 +27 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 0.0 783 -44 5 —
☆CW funds › CURTISS WRIGHT CORP ADD — 0.0% -0.0% 0.0 64 +1 5 —
☆FTNT funds › FORTINET INC ADD — 0.0% +0.0% 0.0 314 +9 5 —
☆IYG funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 531 +0 5 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.0% +0.0% 0.0 520 +179 5 —
☆FNDF funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 901 -116 5 —
☆WBD funds › WARNER BROS DISCOVERY INC TRIM — 0.0% -0.0% 0.0 1,779 -2 5 —
☆VCR funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.0 119 +14 5 —
☆CPRT funds › COPART INC TRIM — 0.0% -0.0% 0.0 1,676 -98 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM — 0.0% -0.0% 0.0 122 -73 5 —
☆NET funds › CLOUDFLARE INC ADD — 0.0% +0.0% 0.0 191 +61 5 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 0.0 469 +332 5 —
☆BP funds › BP PLC ADD — 0.0% -0.0% 0.0 1,254 +37 5 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.0 1,030 +0 5 —
☆CTVA funds › CORTEVA INC ADD — 0.0% -0.0% 0.0 545 +21 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.0 392 +62 5 —
☆CUSIP:75524B104 funds › RBC BEARINGS INC ADD — 0.0% +0.0% 0.0 71 +2 5 —
☆CUSIP:45782C433 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 862 +0 2 —
☆MAGX funds › ROUNDHILL ETF TRUST HOLD — 0.0% +0.0% 0.0 887 +0 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.0 626 +79 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.0 299 +19 5 —
☆MTB funds › M & T BK CORP ADD — 0.0% +0.0% 0.0 186 +10 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 238 +1 5 —
☆CMS funds › CMS ENERGY CORP ADD — 0.0% -0.0% 0.0 574 +21 4 —
☆PFF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 1,440 +0 3 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.0% -0.0% 0.0 382 +5 5 —
☆CRH funds › CRH PLC ADD — 0.0% +0.0% 0.0 409 +63 5 —
☆IDA funds › IDACORP INC ADD — 0.0% -0.0% 0.0 287 +20 5 —
☆IGV funds › ISHARES TR ADD — 0.0% -0.0% 0.0 479 +6 5 —
☆FXR funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 473 +0 5 —
☆PBA funds › PEMBINA PIPELINE CORP ADD — 0.0% -0.0% 0.0 930 +10 5 —
☆EEMA funds › ISHARES INC ADD — 0.0% +0.0% 0.0 366 +1 5 —
☆DDTD funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 2,100 +0 3 —
☆ROAD funds › CONSTRUCTION PARTNERS INC ADD — 0.0% -0.0% 0.0 358 +4 5 —
☆MCO funds › MOODYS CORP ADD — 0.0% -0.0% 0.0 93 +3 5 —
☆ADBE funds › ADOBE INC ADD — 0.0% +0.0% 0.0 205 +84 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I TRIM — 0.0% -0.0% 0.0 143 -55 5 —
☆KR funds › KROGER CO ADD — 0.0% +0.0% 0.0 754 +321 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.0% +0.0% 0.0 58 +0 5 —
☆EAGG funds › ISHARES TR ADD — 0.0% +0.0% 0.0 881 +307 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.0% +0.0% 0.0 186 +112 5 —
☆CUSIP:45784N361 funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.0 2,079 -21 2 —
☆VICI funds › VICI PPTYS INC ADD — 0.0% -0.0% 0.0 1,568 +199 5 —
☆JBL funds › JABIL INC ADD — 0.0% +0.0% 0.0 107 +4 5 —
☆CRBN funds › ISHARES TR ADD — 0.0% -0.0% 0.0 162 +1 5 —
☆IBDY funds › ISHARES TR ADD — 0.0% +0.0% 0.0 1,571 +660 2 —
☆SPHY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 1,725 -37 4 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.0% +0.0% 0.0 82 +3 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% -0.0% 0.0 372 +7 5 —
☆REGN funds › REGENERON PHARMACEUTICALS TRIM — 0.0% -0.0% 0.0 64 -4 5 —
☆SUSC funds › ISHARES TR ADD — 0.0% +0.0% 0.0 1,698 +872 5 —
☆IUSV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 356 +0 2 —
☆ALAB funds › ASTERA LABS INC ADD — 0.0% +0.0% 0.0 81 +63 5 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 1,067 +0 5 —
☆EQIX funds › EQUINIX INC ADD — 0.0% +0.0% 0.0 37 +4 5 —
☆VTES funds › VANGUARD WELLINGTON FD HOLD — 0.0% -0.0% 0.0 377 +0 5 —
☆CAKE funds › CHEESECAKE FACTORY INC HOLD — 0.0% +0.0% 0.0 477 +0 5 —
☆QYLD funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 2,050 +0 4 —
☆SGOV funds › ISHARES TR ADD — 0.0% +0.0% 0.0 375 +85 5 —
☆VFMV funds › VANGUARD WELLINGTON FD HOLD — 0.0% -0.0% 0.0 270 +0 5 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 306 +0 5 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO ADD — 0.0% +0.0% 0.0 1,878 +221 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.0% +0.0% 0.0 388 +12 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.0% -0.0% 0.0 118 +0 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 837 2334 0.09 51% 0.042 0.593 — in
2026Q1 719 2057 0.11 48% 0.036 0.512 — in
2025Q4 719 2027 0.05 46% 0.035 0.555 — in
2025Q3 703 1899 0.09 44% 0.034 0.472 — in
2025Q2 637 1800 0.08 45% 0.034 0.520 — entered
2025Q1 581 1436 0.00 47% 0.036 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