Fund Universe

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☆Key FInancial Inc

CIK 0001801720 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.372
AUM ($M)
611
Positions
1356
Turnover
0.07
Top-10 wt
30%
Herfindahl
0.014
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 1470 positions (showing top 500 by weight) · portfolio value $611M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC TRIM — 4.9% +0.2% 29.7 102,793 -679 5 —
☆DOL funds › WISDOMTREE TR TRIM — 3.7% -0.2% 22.8 306,315 -15,020 5 —
☆DNL funds › WISDOMTREE TR TRIM — 3.4% +0.1% 20.9 452,268 -10,564 5 —
☆EES funds › WISDOMTREE TR ADD — 3.3% +0.3% 19.9 293,975 +5,936 5 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 3.2% +0.1% 19.7 180,724 -2,315 5 —
☆GOVT funds › ISHARES TR ADD — 3.2% +0.1% 19.6 861,313 +87,983 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 2.4% -0.1% 14.7 402,453 -7,903 5 —
☆EFG funds › ISHARES TR ADD — 2.0% +0.3% 12.5 100,190 +10,210 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.8% -0.1% 10.8 28,910 +239 5 —
☆FICS funds › FIRST TR EXCHANGE TRADED FD TRIM — 1.7% -0.0% 10.4 248,600 -1,090 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 1.6% +0.2% 9.9 72,706 +25,331 5 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 1.6% +0.1% 9.6 80,325 -2,802 5 —
☆DLN funds › WISDOMTREE TR ADD — 1.5% -0.0% 9.2 96,015 +478 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 1.5% -0.0% 9.2 152,069 +78 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 1.5% +0.0% 9.0 75,509 -7,053 5 —
☆JIG funds › J P MORGAN EXCHANGE TRADED F ADD — 1.5% +0.1% 9.0 102,869 +1,006 5 —
☆BSMR funds › INVESCO EXCH TRD SLF IDX FD ADD — 1.4% -0.0% 8.7 367,608 +25,552 5 —
☆AVGO funds › BROADCOM INC TRIM — 1.2% +0.1% 7.3 19,437 -1,038 5 —
☆FPEI funds › FIRST TR EXCH TRADED FD III TRIM — 1.2% -0.2% 7.1 368,269 -27,278 5 —
☆BSMQ funds › INVESCO EXCH TRD SLF IDX FD ADD — 1.1% +0.3% 6.9 292,767 +99,149 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.1% +0.0% 6.6 32,934 -740 5 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 1.1% -0.1% 6.5 229,094 -8,647 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 1.0% -0.1% 6.4 25,096 -767 5 —
☆DES funds › WISDOMTREE TR TRIM — 1.0% +0.0% 6.3 155,418 -3,283 5 —
☆AMZN funds › AMAZON COM INC TRIM — 1.0% +0.0% 6.3 26,321 -1,299 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.0% +0.1% 6.1 17,109 -257 5 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 1.0% -0.1% 6.0 208,130 -355 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.9% -0.2% 5.8 17,667 -4,391 5 —
☆EFV funds › ISHARES TR ADD — 0.8% +0.1% 5.1 67,082 +8,508 5 —
☆IWF funds › ISHARES TR ADD — 0.8% +0.0% 5.1 40,700 +30,284 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.8% +0.0% 5.0 97,507 +366 5 —
☆EFAD funds › PROSHARES TR ADD — 0.8% +0.1% 4.7 109,687 +17,016 5 —
☆DWM funds › WISDOMTREE TR TRIM — 0.8% -0.0% 4.6 62,725 -1,083 5 —
☆QGRO funds › AMERICAN CENTY ETF TR ADD — 0.7% +0.2% 4.4 36,956 +8,051 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.7% +0.0% 4.1 16,434 -119 5 —
☆DMBS funds › DOUBLELINE ETF TRUST NEW — 0.6% +0.6% 3.8 76,610 +76,610 1 —
☆IVW funds › ISHARES TR TRIM — 0.6% +0.1% 3.5 25,498 -38 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.5% -0.1% 3.0 154,429 -22,984 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.5% +0.3% 3.0 58,569 +33,003 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.5% -0.1% 2.9 22,676 -2,536 5 —
☆IVV funds › ISHARES TR ADD — 0.5% +0.0% 2.9 3,869 +1 5 —
☆GOOG funds › ALPHABET INC ADD — 0.5% +0.1% 2.9 8,143 +463 5 —
☆CI funds › THE CIGNA GROUP HOLD — 0.5% -0.0% 2.9 10,359 +0 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.5% +0.0% 2.8 33,068 +27,541 5 —
☆BSMS funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.4% -0.2% 2.6 110,601 -36,119 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.4% -0.0% 2.6 5,121 +38 5 —
☆ISCG funds › ISHARES TR TRIM — 0.4% +0.0% 2.4 36,255 -212 5 —
☆STBA funds › S & T BANCORP INC TRIM — 0.4% +0.0% 2.4 48,205 -1,877 5 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.4% -0.1% 2.2 114,395 -22,146 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 2.2 3,250 +29 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.4% -0.1% 2.2 8,026 -75 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.3% -0.1% 2.1 14,324 -1,955 5 —
☆ORCL funds › ORACLE CORP ADD — 0.3% -0.0% 2.1 14,220 +17 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.3% -0.2% 2.1 17,849 -1,933 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 2.1 9,440 +0 5 —
☆ILCG funds › ISHARES TR ADD — 0.3% +0.1% 2.0 16,690 +1,652 5 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 1.9 28,563 -947 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.3% +0.1% 1.9 15,992 +13,993 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.3% -0.1% 1.9 8,481 -2,300 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.3% +0.0% 1.9 2,544 -23 5 —
☆BSMT funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.3% -0.2% 1.8 79,698 -31,078 5 —
☆IWD funds › ISHARES TR TRIM — 0.3% +0.0% 1.8 7,512 -150 5 —
☆BSMU funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.3% -0.2% 1.8 81,108 -32,767 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 1.7 4,579 +0 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.3% -0.1% 1.7 18,615 -272 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.3% -0.1% 1.7 81,927 -23,405 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.3% +0.0% 1.6 2,207 +3 5 —
☆DTD funds › WISDOMTREE TR ADD — 0.3% +0.0% 1.6 17,587 +700 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% +0.1% 1.6 24,214 +8,913 5 —
☆GE funds › GE AEROSPACE ADD — 0.3% +0.1% 1.6 4,353 +358 5 —
☆TSLA funds › TESLA INC TRIM — 0.3% +0.0% 1.6 3,849 -150 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 1.6 4,641 +0 5 —
☆IWB funds › ISHARES TR ADD — 0.3% +0.0% 1.6 3,880 +225 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.0% 1.6 17,605 +1,018 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.3% +0.0% 1.6 22,213 +86 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 1.5 26,496 -81 5 —
☆BSMV funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.2% -0.1% 1.5 71,944 -33,770 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 1.5 2 +0 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.1% 1.5 11,530 +2,746 5 —
☆MDYG funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 1.5 13,098 -2,739 5 —
☆BSJQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.2% -0.0% 1.5 63,641 -782 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.1% 1.5 8,792 -1,001 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% -0.0% 1.4 12,299 -6,750 5 —
☆GLW funds › CORNING INC HOLD — 0.2% +0.1% 1.4 5,653 +0 5 —
☆ICVT funds › ISHARES TR HOLD — 0.2% +0.0% 1.4 11,328 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.2% -0.0% 1.4 8,710 +0 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.2% -0.0% 1.4 5,378 +0 5 —
☆BSMW funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.2% +0.0% 1.4 54,685 +5,282 5 —
☆KO funds › COCA COLA CO TRIM — 0.2% -0.1% 1.4 16,899 -4,920 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 1.4 2,358 -95 5 —
☆PEP funds › PEPSICO INC TRIM — 0.2% -0.1% 1.3 9,888 -37 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% +0.1% 1.3 1,075 +95 5 —
☆PFE funds › PFIZER INC TRIM — 0.2% -0.1% 1.3 52,416 -7,942 5 —
☆IWM funds › ISHARES TR TRIM — 0.2% +0.0% 1.2 4,159 -121 5 —
☆IJT funds › ISHARES TR HOLD — 0.2% +0.0% 1.2 6,896 +0 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.2% -0.0% 1.2 8,106 +20 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% +0.1% 1.2 2,946 -26 5 —
☆PXF funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 1.2 15,726 +79 5 —
☆MRBK funds › MERIDIAN CORP HOLD — 0.2% -0.0% 1.2 59,366 +0 4 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.2% +0.0% 1.2 23,577 +313 5 —
☆BSSX funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.2% +0.0% 1.2 45,809 +4,424 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.0% 1.2 3,317 -66 5 —
☆MCO funds › MOODYS CORP HOLD — 0.2% -0.0% 1.2 2,564 +0 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 1.2 3,145 +87 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.2% +0.0% 1.1 3,581 +0 5 —
☆IEMG funds › ISHARES INC TRIM — 0.2% +0.0% 1.1 13,586 -18 5 —
☆BX funds › BLACKSTONE INC TRIM — 0.2% -0.0% 1.1 9,559 -479 5 —
☆DWX funds › SPDR INDEX SHS FDS HOLD — 0.2% -0.0% 1.1 24,280 +0 5 —
☆FULT funds › FULTON FINL CORP PA HOLD — 0.2% +0.0% 1.1 44,833 +0 5 —
☆IWP funds › ISHARES TR TRIM — 0.2% -0.0% 1.0 7,112 -393 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.0% 1.0 5,475 -199 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.2% -0.1% 1.0 24,394 -6,866 5 —
☆CUSIP:464288109 funds › ISHARES TR ADD — 0.2% +0.0% 1.0 10,164 +682 5 —
☆ICOW funds › PACER FDS TR HOLD — 0.2% -0.0% 1.0 23,905 +0 5 —
☆CWB funds › SPDR SERIES TRUST HOLD — 0.2% +0.0% 1.0 9,219 +0 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% +0.0% 1.0 824 +10 5 —
☆V funds › VISA INC TRIM — 0.2% +0.0% 1.0 2,867 -39 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.0% 1.0 16,155 +2,723 5 —
☆BKMC funds › BNY MELLON ETF TRUST ADD — 0.2% +0.0% 1.0 7,705 +452 5 —
☆IJR funds › ISHARES TR ADD — 0.2% +0.0% 1.0 6,411 +157 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 0.9 10,717 +157 5 —
☆BSJR funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.2% -0.0% 0.9 41,087 +392 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.1% +0.0% 0.9 16,635 -716 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.1% +0.0% 0.9 969 +135 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.9 28,583 +23 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.1% +0.0% 0.9 17,546 +2,075 5 —
☆BSMY funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 0.9 35,620 +4,025 4 —
☆BSMZ funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 0.9 33,875 +3,340 3 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% +0.0% 0.9 3,084 -76 5 —
☆ISCV funds › ISHARES TR TRIM — 0.1% +0.0% 0.9 11,012 -19 5 —
☆IJH funds › ISHARES TR TRIM — 0.1% +0.0% 0.8 10,753 -100 5 —
☆WTRG funds › ESSENTIAL UTILS INC TRIM — 0.1% -0.0% 0.8 21,643 -3,566 5 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.1% -0.0% 0.8 3,317 -7 5 —
☆TOL funds › TOLL BROTHERS INC HOLD — 0.1% +0.0% 0.8 4,927 +0 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.8 1,574 -18 5 —
☆RWJ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% +0.0% 0.8 13,182 -930 5 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.1% -0.0% 0.8 4,187 -37 2 —
☆REGL funds › PROSHARES TR TRIM — 0.1% -0.0% 0.8 8,514 -225 5 —
☆JSML funds › JANUS DETROIT STR TR ADD — 0.1% +0.0% 0.8 8,278 +1,770 5 —
☆IEFA funds › ISHARES TR ADD — 0.1% -0.0% 0.8 7,953 +27 5 —
☆HSY funds › HERSHEY CO HOLD — 0.1% -0.0% 0.8 4,362 +0 5 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.1% -0.0% 0.8 13,143 +4 5 —
☆IVE funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 3,300 -44 5 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.1% 0.7 5,366 +100 5 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.0% 0.7 1,303 -93 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% -0.2% 0.7 688 -2,001 5 —
☆CSPF funds › COHEN & STEERS ETF TRUST ADD — 0.1% +0.0% 0.7 27,717 +9,345 3 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.1% 0.7 38,807 -22,140 5 —
☆PXH funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.1% 0.7 25,714 +18,474 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.0% 0.7 4,504 -65 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% -0.0% 0.7 12,264 -6,606 5 —
☆BSJS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 0.7 31,456 +3,179 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.7 3,449 -255 5 —
☆IWN funds › ISHARES TR HOLD — 0.1% +0.0% 0.7 3,062 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.7 12,472 +992 5 —
☆CALF funds › PACER FDS TR HOLD — 0.1% +0.0% 0.7 12,897 +0 5 —
☆RWR funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.6 5,730 +0 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 0.6 3,496 -7 5 —
☆MS funds › MORGAN STANLEY TRIM — 0.1% +0.0% 0.6 3,044 -225 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% +0.0% 0.6 626 +262 5 —
☆URI funds › UNITED RENTALS INC HOLD — 0.1% +0.0% 0.6 553 +0 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 0.6 11,046 +1,445 5 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 0.6 4,436 +316 5 —
☆IJK funds › ISHARES TR TRIM — 0.1% -0.0% 0.6 5,257 -722 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.6 4,029 +0 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 0.6 5,365 -108 5 —
☆IJS funds › ISHARES TR TRIM — 0.1% +0.0% 0.6 4,430 -54 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.6 6,261 -100 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.6 1,972 +5 5 —
☆EFA funds › ISHARES TR HOLD — 0.1% -0.0% 0.6 5,748 +0 5 —
☆IWO funds › ISHARES TR HOLD — 0.1% +0.0% 0.6 1,506 +0 5 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.1% -0.0% 0.6 1,586 -170 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC HOLD — 0.1% +0.0% 0.6 762 +0 5 —
☆YUM funds › YUM BRANDS INC HOLD — 0.1% -0.0% 0.6 3,607 +0 5 —
☆EEM funds › ISHARES TR TRIM — 0.1% +0.0% 0.6 8,325 -385 5 —
☆QQQE funds › DIREXION SHARES ETF TRUST HOLD — 0.1% +0.0% 0.6 4,649 +0 5 —
☆D funds › DOMINION ENERGY INC TRIM — 0.1% -0.0% 0.6 8,221 -2,341 5 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 0.6 1,527 -18 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.1% -0.0% 0.5 4,257 +9 5 —
☆BSJT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 0.5 25,392 +3,993 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.5 2,248 -95 5 —
☆QUAL funds › ISHARES TR HOLD — 0.1% +0.0% 0.5 2,409 +0 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.5 10,210 -3,979 5 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.1% -0.0% 0.5 4,658 -328 5 —
☆ESML funds › ISHARES TR TRIM — 0.1% +0.0% 0.5 9,173 -827 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% +0.0% 0.5 1,193 -96 5 —
☆DEM funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.5 9,305 -46 5 —
☆XSOE funds › WISDOMTREE TR ADD — 0.1% +0.0% 0.5 10,053 +1,200 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.0% 0.5 5,747 +210 5 —
☆SONY funds › SONY GROUP CORP TRIM — 0.1% -0.0% 0.5 24,265 -602 5 —
☆MMM funds › 3M CO ADD — 0.1% +0.0% 0.5 3,003 +1 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.1% +0.0% 0.5 1,783 -38 5 —
☆IYW funds › ISHARES TR TRIM — 0.1% +0.0% 0.5 1,875 -21 5 —
☆IQDG funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.5 10,782 -29 5 —
☆GWX funds › SPDR INDEX SHS FDS HOLD — 0.1% -0.0% 0.5 10,585 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% +0.0% 0.5 960 -101 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.1% -0.0% 0.5 7,939 +0 5 —
☆AFL funds › AFLAC INC HOLD Common Stock 0.1% -0.0% 0.5 3,865 +0 5 —
☆DGRO funds › ISHARES TR ADD — 0.1% +0.0% 0.5 5,977 +519 5 —
☆IUSG funds › ISHARES TR HOLD — 0.1% +0.0% 0.5 2,400 +0 5 —
☆VIS funds › VANGUARD WORLD FD HOLD — 0.1% +0.0% 0.4 1,228 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 0.4 1,306 -46 5 —
☆FELG funds › FIDELITY COVINGTON TRUST TRIM — 0.1% -0.1% 0.4 10,082 -13,753 5 —
☆BA funds › BOEING CO ADD — 0.1% +0.0% 0.4 2,036 +1,125 5 —
☆FISV funds › FISERV INC HOLD — 0.1% -0.0% 0.4 8,759 +0 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 0.4 20,718 -11,197 5 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.1% +0.0% 0.4 866 +0 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.1% -0.0% 0.4 5,263 +42 5 —
☆MU funds › MICRON TECHNOLOGY INC HOLD — 0.1% +0.0% 0.4 356 +0 5 —
☆SPGM funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 0.4 4,784 +187 5 —
☆NVS funds › NOVARTIS AG TRIM — 0.1% -0.0% 0.4 2,592 -67 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY HOLD — 0.1% +0.0% 0.4 4,679 +0 5 —
☆WTAI funds › WISDOMTREE TR TRIM — 0.1% +0.0% 0.4 8,479 -891 5 —
☆CWI funds › SPDR INDEX SHS FDS HOLD — 0.1% +0.0% 0.4 9,815 +0 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.1% +0.0% 0.4 3,880 +544 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.4 2,470 +329 5 —
☆EFAX funds › SPDR INDEX SHS FDS HOLD — 0.1% +0.0% 0.4 7,214 +0 5 —
☆STT funds › STATE STR CORP HOLD — 0.1% +0.0% 0.4 2,269 +0 5 —
☆DON funds › WISDOMTREE TR HOLD — 0.1% -0.0% 0.4 6,789 +0 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 0.4 4,805 -16 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.0% 0.4 860 -151 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 0.4 1,220 +1,098 5 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.1% +0.0% 0.4 913 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.1% -0.0% 0.4 715 -55 5 —
☆EXC funds › EXELON CORP TRIM — 0.1% -0.0% 0.4 7,655 -21 5 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.1% 0.4 693 -800 5 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.1% +0.0% 0.4 1,065 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.4 12,682 -6,842 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% -0.0% 0.4 3,051 -450 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.1% +0.0% 0.3 3,332 -63 5 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 3,492 +0 5 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 0.3 1,527 -121 5 —
☆LH funds › LABCORP HOLDINGS INC HOLD — 0.1% -0.0% 0.3 1,184 +0 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.3 3,765 +3,012 5 —
☆IXN funds › ISHARES TR TRIM — 0.1% +0.0% 0.3 2,272 -125 5 —
☆ONEQ funds › FIDELITY COMWLTH TR TRIM — 0.1% -0.0% 0.3 3,143 -450 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 0.3 1,314 +4 5 —
☆COR funds › CENCORA INC HOLD — 0.1% -0.0% 0.3 1,135 +0 5 —
☆SPHY funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.3 13,568 +0 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% -0.0% 0.3 4,410 +190 5 —
☆ITOT funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 1,913 +0 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 0.3 1,293 -20 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.1% +0.0% 0.3 434 +0 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% +0.0% 0.3 4,291 +1,068 5 —
☆MTUM funds › ISHARES TR HOLD — 0.1% +0.0% 0.3 892 +0 5 —
☆BE funds › BLOOM ENERGY CORP HOLD — 0.0% +0.0% 0.3 1,000 +0 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.3 4,200 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.3 3,605 +2,665 5 —
☆AMT funds › AMERICAN TOWER CORP HOLD — 0.0% -0.0% 0.3 1,769 +0 5 —
☆DIVB funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 4,693 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% +0.0% 0.3 553 +0 5 —
☆SCZ funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 3,504 +0 5 —
☆IQLT funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 5,777 +0 5 —
☆TD funds › TORONTO DOMINION BK ONT HOLD — 0.0% +0.0% 0.3 2,341 +0 5 —
☆IDCC funds › INTERDIGITAL INC TRIM — 0.0% -0.2% 0.3 1,000 -3,507 5 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 0.3 1,240 +9 5 —
☆IWS funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 1,708 -266 5 —
☆BKIE funds › BNY MELLON ETF TRUST ADD — 0.0% +0.0% 0.3 2,779 +2,101 5 —
☆SPYX funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.3 4,540 +0 5 —
☆XLE funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.3 5,208 +0 5 —
☆PAYX funds › PAYCHEX INC HOLD — 0.0% -0.0% 0.3 2,768 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% +0.0% 0.3 1,498 +0 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.3 927 +0 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% +0.0% 0.3 3,377 +1,230 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.0% -0.1% 0.3 270 -276 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.0% -0.0% 0.3 700 -265 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.3 1,636 +0 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.3 823 -100 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.3 2,361 +0 5 —
☆PWB funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.3 1,485 +0 5 —
☆APH funds › AMPHENOL CORP HOLD — 0.0% +0.0% 0.2 1,411 +0 5 —
☆IUSV funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 2,244 +0 5 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.0% -0.1% 0.2 14,549 -35,440 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.2 2,883 +0 5 —
☆AIVL funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.2 1,839 +1 5 —
☆VTIP funds › VANGUARD MALVERN FDS HOLD — 0.0% -0.0% 0.2 4,797 +0 5 —
☆MUNI funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.2 4,579 +0 5 —
☆CSX funds › CSX CORP TRIM — 0.0% +0.0% 0.2 5,025 -60 5 —
☆HWM funds › HOWMET AEROSPACE INC HOLD — 0.0% +0.0% 0.2 888 +0 5 —
☆NULV funds › NUSHARES ETF TR HOLD — 0.0% +0.0% 0.2 4,681 +0 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% +0.0% 0.2 1,605 +22 5 —
☆ECL funds › ECOLAB INC TRIM — 0.0% -0.0% 0.2 793 -80 5 —
☆PHM funds › PULTE GROUP INC HOLD — 0.0% +0.0% 0.2 1,604 +0 5 —
☆TRI funds › THOMSON REUTERS CORP NEW — 0.0% +0.0% 0.2 2,695 +2,695 1 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.0% -0.0% 0.2 2,502 +0 5 —
☆LQD funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,000 -43 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.0% +0.0% 0.2 562 +0 5 —
☆FMHI funds › FIRST TR EXCH TRADED FD III HOLD — 0.0% -0.0% 0.2 4,375 +0 5 —
☆FEGE funds › RBB FUND TRUST NEW — 0.0% +0.0% 0.2 4,330 +4,330 1 —
☆BSJU funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.2 8,205 +0 5 —
☆PWV funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.2 2,785 +0 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.0% +0.0% 0.2 296 +0 5 —
☆MCK funds › MCKESSON CORP HOLD — 0.0% -0.0% 0.2 273 +0 5 —
☆AGG funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,069 -1,119 5 —
☆XLC funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.2 1,909 +0 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.2 5,531 +454 5 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.2 4,474 +0 5 —
☆FELV funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.2 5,057 +0 5 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 0.2 851 +13 5 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.2 462 +0 5 —
☆SPGI funds › S&P GLOBAL INC HOLD — 0.0% -0.0% 0.2 487 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.0% -0.0% 0.2 1,444 +0 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.2 1,699 +0 5 —
☆IXUS funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 2,053 +0 5 —
☆BOND funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.2 2,091 +2,091 1 —
☆WFC funds › WELLS FARGO & CO ADD — 0.0% +0.0% 0.2 2,325 +412 5 —
☆ANET funds › ARISTA NETWORKS INC HOLD — 0.0% +0.0% 0.2 1,118 +0 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.0% +0.0% 0.2 2,576 -31 5 —
☆AZO funds › AUTOZONE INC TRIM — 0.0% -0.0% 0.2 59 -10 5 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY NEW — 0.0% +0.0% 0.2 5,311 +5,311 1 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.2 5,171 +0 5 —
☆WDIV funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.2 2,335 +0 5 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT ADD — 0.0% +0.0% 0.2 5,387 +1,340 5 —
☆DGRW funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.2 1,944 +238 5 —
☆NVO funds › NOVO-NORDISK A S HOLD — 0.0% +0.0% 0.2 3,872 +0 5 —
☆XBI funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.2 1,168 +0 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C HOLD — 0.0% +0.0% 0.2 4,047 +0 5 —
☆IWV funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 425 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.0% -0.0% 0.2 894 -100 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC TRIM — 0.0% -0.0% 0.2 426 -14 5 —
☆IJJ funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,190 -180 5 —
☆USMV funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,820 +281 5 —
☆ISCB funds › ISHARES TR ADD — 0.0% +0.0% 0.2 2,320 +512 5 —
☆PFF funds › ISHARES TR ADD — 0.0% -0.0% 0.2 5,742 +1 5 —
☆BSCV funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% -0.0% 0.2 10,599 +350 5 —
☆MOAT funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.2 1,661 +34 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.2 901 +279 5 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.0% +0.0% 0.2 573 +0 5 —
☆BWFG funds › BANKWELL FINL GROUP INC HOLD — 0.0% +0.0% 0.2 2,900 +0 5 —
☆QDF funds › FLEXSHARES TR HOLD — 0.0% +0.0% 0.2 1,893 +0 5 —
☆RSPN funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.2 2,630 +0 5 —
☆BSJV funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.0% -0.0% 0.2 6,400 +0 5 —
☆DEW funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.2 2,433 +0 5 —
☆LIN funds › LINDE PLC HOLD — 0.0% -0.0% 0.2 321 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.0% -0.0% 0.2 1,541 -182 5 —
☆SNEX funds › STONEX GROUP INC TRIM — 0.0% +0.0% 0.2 1,400 -2 5 —
☆IWY funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 564 +0 5 —
☆IWR funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,477 +0 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.2 900 +864 5 —
☆EUSB funds › ISHARES TR ADD — 0.0% +0.0% 0.2 3,630 +980 5 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN HOLD — 0.0% +0.0% 0.2 728 +0 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.2 4,288 +0 5 —
☆CTVA funds › CORTEVA INC TRIM — 0.0% -0.0% 0.2 1,857 -21 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.2 3,300 +3,300 1 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 0.2 519 +10 5 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.2 1,316 -12 5 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN HOLD — 0.0% -0.0% 0.2 1,117 +0 5 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.0% +0.0% 0.2 1,345 -19 5 —
☆DE funds › DEERE & CO HOLD — 0.0% +0.0% 0.2 240 +0 5 —
☆BKEM funds › BNY MELLON ETF TRUST HOLD — 0.0% +0.0% 0.2 1,580 +0 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 0.2 478 -378 5 —
☆BKR funds › BAKER HUGHES COMPANY HOLD — 0.0% -0.0% 0.1 2,676 +0 5 —
☆XYL funds › XYLEM INC HOLD — 0.0% -0.0% 0.1 1,256 +0 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.1 418 -13 5 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 5,087 +0 5 —
☆IWX funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,395 +0 5 —
☆USPX funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.0% +0.0% 0.1 2,232 +0 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO HOLD — 0.0% -0.0% 0.1 631 +0 5 —
☆OC funds › OWENS CORNING NEW HOLD — 0.0% +0.0% 0.1 908 +0 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC HOLD — 0.0% +0.0% 0.1 290 +0 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.1 636 +636 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.1 466 +0 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.1 636 +636 1 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% +0.0% 0.1 7,352 +4,690 5 —
☆SOXX funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 217 +0 3 —
☆AGO funds › ASSURED GUARANTY LTD HOLD — 0.0% -0.0% 0.1 1,715 +0 5 —
☆HYS funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.1 1,457 +0 5 —
☆KRE funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 1,815 +0 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.1 636 +0 5 —
☆DVY funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 857 +0 5 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.0% -0.0% 0.1 5,455 +107 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.1 1,647 +190 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% +0.0% 0.1 1,533 +200 5 —
☆IBMQ funds › ISHARES TR NEW — 0.0% +0.0% 0.1 5,200 +5,200 1 —
☆PPL funds › PPL CORP HOLD — 0.0% -0.0% 0.1 3,645 +0 5 —
☆REGN funds › REGENERON PHARMACEUTICALS HOLD — 0.0% -0.0% 0.1 210 +0 5 —
☆FXF funds › INVESCO CURRENCYSHARES SWISS HOLD — 0.0% -0.0% 0.1 1,200 +0 5 —
☆GAL funds › SSGA ACTIVE ETF TR ADD — 0.0% +0.0% 0.1 2,472 +521 5 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.1 431 +0 5 —
☆IBMP funds › ISHARES TR NEW — 0.0% +0.0% 0.1 4,975 +4,975 1 —
☆FAST funds › FASTENAL CO HOLD — 0.0% -0.0% 0.1 2,606 +0 5 —
☆IYH funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,865 +4 5 —
☆ROST funds › ROSS STORES INC HOLD — 0.0% -0.0% 0.1 585 +0 5 —
☆IUSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 2,679 -89 5 —
☆DFNL funds › DAVIS FUNDAMENTAL ETF TR HOLD — 0.0% +0.0% 0.1 2,497 +0 5 —
☆CUSIP:74933W635 funds › RBB FD INC HOLD — 0.0% +0.0% 0.1 3,975 +0 5 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.1 1,003 +0 5 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 2,238 +1,131 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW HOLD — 0.0% +0.0% 0.1 1,226 +0 5 —
☆F funds › FORD MTR CO HOLD — 0.0% +0.0% 0.1 8,475 +0 5 —
☆DTCR funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.1 3,854 +0 4 —
☆RSPM funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.1 3,010 +0 5 —
☆TIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,059 +0 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.1 1,892 +0 5 —
☆APO funds › APOLLO GLOBAL MGMT INC ADD — 0.0% -0.0% 0.1 967 +4 5 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% -0.0% 0.1 513 +0 5 —
☆BP funds › BP PLC TRIM — 0.0% -0.0% 0.1 3,079 -273 5 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% -0.0% 0.1 469 +1 5 —
☆FXE funds › INVESCO CURRENCYSHARES EURO HOLD — 0.0% -0.0% 0.1 1,060 +0 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 1,239 +0 5 —
☆USB funds › US BANCORP HOLD — 0.0% +0.0% 0.1 1,828 +0 5 —
☆AXSM funds › AXSOME THERAPEUTICS INC. HOLD — 0.0% +0.0% 0.1 450 +0 5 —
☆EMF funds › TEMPLETON EMERGING MKTS FD HOLD — 0.0% +0.0% 0.1 4,736 +0 5 —
☆TGTX funds › TG THERAPEUTICS INC HOLD — 0.0% +0.0% 0.1 2,000 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.0% -0.0% 0.1 857 -19 5 —
☆IBTL funds › ISHARES TR NEW — 0.0% +0.0% 0.1 5,365 +5,365 1 —
☆IBTK funds › ISHARES TR NEW — 0.0% +0.0% 0.1 5,540 +5,540 1 —
☆IBTH funds › ISHARES TR NEW — 0.0% +0.0% 0.1 4,835 +4,835 1 —
☆IBTI funds › ISHARES TR NEW — 0.0% +0.0% 0.1 4,885 +4,885 1 —
☆IBTJ funds › ISHARES TR NEW — 0.0% +0.0% 0.1 4,995 +4,995 1 —
☆LDOS funds › LEIDOS HOLDINGS INC TRIM — 0.0% -0.0% 0.1 1,041 -100 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.1 269 +3 5 —
☆CEW funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.1 5,518 -303 5 —
☆VVV funds › VALVOLINE INC HOLD — 0.0% +0.0% 0.1 2,681 +0 5 —
☆PNFP funds › PINNACLE FINL PARTNERS INC HOLD — 0.0% +0.0% 0.1 1,040 +0 2 —
☆BGC funds › BGC GROUP INC NEW — 0.0% +0.0% 0.1 9,730 +9,730 1 —
☆PSX funds › PHILLIPS 66 TRIM — 0.0% -0.0% 0.1 615 -19 5 —
☆ESGU funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 632 +0 5 —
☆ARTNA funds › ARTESIAN RES CORP HOLD — 0.0% -0.0% 0.1 3,025 +0 5 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.0% -0.0% 0.1 2,952 -4,625 5 —
☆STE funds › STERIS PLC HOLD — 0.0% -0.0% 0.1 485 +0 5 —
☆BBIN funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.1 1,304 +18 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% +0.0% 0.1 737 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.1 791 +0 5 —
☆GUNR funds › FLEXSHARES TR HOLD — 0.0% -0.0% 0.1 2,032 +0 5 —
☆FYC funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.1 785 +0 5 —
☆SPAB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 3,894 +0 5 —
☆SYY funds › SYSCO CORP HOLD — 0.0% +0.0% 0.1 1,184 +0 5 —
☆IBMO funds › ISHARES TR NEW — 0.0% +0.0% 0.1 3,794 +3,794 1 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% -0.0% 0.1 1,067 -845 5 —
☆ESGD funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 937 +0 5 —
☆IEUR funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,274 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.0% -0.0% 0.1 1,779 +0 3 —
☆VFH funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.1 715 +0 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD ADD — 0.0% +0.0% 0.1 978 +500 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.1 1,048 -145 5 —
☆GM funds › GENERAL MTRS CO HOLD — 0.0% -0.0% 0.1 1,195 +0 5 —
☆XLB funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.1 1,800 +0 5 —
☆EWY funds › ISHARES INC HOLD — 0.0% +0.0% 0.1 451 +0 5 —
☆VTRS funds › VIATRIS INC HOLD — 0.0% +0.0% 0.1 5,716 +0 5 —
☆VOYA funds › VOYA FINANCIAL INC HOLD — 0.0% +0.0% 0.1 999 +0 5 —
☆ENB funds › ENBRIDGE INC HOLD — 0.0% -0.0% 0.1 1,649 +0 5 —
☆AXON funds › AXON ENTERPRISE INC HOLD — 0.0% +0.0% 0.1 159 +0 5 —
☆USHY funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 2,405 -264 5 —
☆FRPT funds › FRESHPET INC HOLD — 0.0% -0.0% 0.1 1,500 +0 3 —
☆BTT funds › BLACKROCK MUN TARGET TERM TR HOLD — 0.0% -0.0% 0.1 3,878 +0 2 —
☆BIIB funds › BIOGEN INC HOLD — 0.0% +0.0% 0.1 406 +0 5 —
☆ITA funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 360 +0 5 —
☆HYXF funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,861 +161 5 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.0% -0.0% 0.1 333 +0 5 —
☆CUSIP:74933W627 funds › RBB FD INC HOLD — 0.0% -0.0% 0.1 3,954 +0 5 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN HOLD — 0.0% +0.0% 0.1 450 +0 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 456 +184 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 2,495 +1,574 5 —
☆UBSI funds › UNITED BANKSHARES INC WEST V HOLD — 0.0% +0.0% 0.1 1,830 +0 5 —
☆CF funds › CF INDUSTRIES HOLD TRIM — 0.0% -0.0% 0.1 773 -29 5 —
☆SBS funds › COMPANHIA DE SANEAMENTO BASI TRIM — 0.0% -0.2% 0.1 14,325 -18,500 5 —
☆MBND funds › SSGA ACTIVE TR HOLD — 0.0% -0.0% 0.1 3,024 +0 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.0% -0.0% 0.1 493 +0 5 —
☆TBLU funds › TORTOISE CAPITAL SERIES TRUS HOLD — 0.0% -0.0% 0.1 1,572 +0 4 —
☆EXPD funds › EXPEDITORS INTL WASH INC HOLD — 0.0% +0.0% 0.1 493 +0 5 —
☆HDV funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,865 +2,292 5 —
☆LIT funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.1 1,002 +0 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.1 644 +10 5 —
☆ADM funds › ARCHER DANIELS MIDLAND CO HOLD — 0.0% -0.0% 0.1 1,010 +0 5 —
☆HPQ funds › HP INC TRIM — 0.0% +0.0% 0.1 3,469 -22 5 —
☆KMB funds › KIMBERLY-CLARK CORP HOLD — 0.0% +0.0% 0.1 691 +0 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.0% -0.0% 0.1 38 -27 5 —
☆SDOG funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.1 1,098 +0 5 —
☆Q funds › QNITY ELECTRONICS INC TRIM — 0.0% +0.0% 0.1 458 -37 3 —
☆PCAR funds › PACCAR INC ADD — 0.0% -0.0% 0.1 615 +1 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.1 430 +0 3 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. HOLD — 0.0% +0.0% 0.1 800 +0 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.0% -0.0% 0.1 966 +0 5 —
☆SHEL funds › SHELL PLC ADD — 0.0% +0.0% 0.1 941 +352 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD — 0.0% -0.0% 0.1 1,139 +113 5 —
☆SUN funds › SUNOCO LP/SUNOCO FIN CORP ADD — 0.0% -0.0% 0.1 1,036 +14 5 —
☆FTNT funds › FORTINET INC HOLD — 0.0% +0.0% 0.1 450 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 2,348 +1,356 5 —
☆LRN funds › STRIDE INC HOLD — 0.0% -0.0% 0.1 800 +0 5 —
☆VOX funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 374 +0 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.1 508 +0 5 —
☆VDE funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 455 +0 5 —
☆VRSK funds › VERISK ANALYTICS INC HOLD — 0.0% -0.0% 0.1 376 +0 5 —
☆NVT funds › NVENT ELEC PLC HOLD — 0.0% +0.0% 0.1 397 +0 5 —
☆TM funds › TOYOTA MOTOR CORP ADD — 0.0% +0.0% 0.1 399 +151 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW HOLD — 0.0% +0.0% 0.1 300 +0 5 —
☆NEM funds › NEWMONT CORP ADD — 0.0% -0.0% 0.1 714 +32 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.0% +0.0% 0.1 270 -2 4 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.1 608 -206 5 —
☆WSFS funds › WSFS FINL CORP HOLD — 0.0% +0.0% 0.1 851 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.0% -0.0% 0.1 241 -29 5 —
☆LRGF funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 860 +0 3 —
☆ZTS funds › ZOETIS INC TRIM — 0.0% -0.0% 0.1 899 -65 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.0% -0.0% 0.1 188 -60 5 —
☆BBSC funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% +0.0% 0.1 692 +0 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% +0.0% 0.1 200 +0 5 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.0% -0.0% 0.1 378 +0 5 —
☆KGC funds › KINROSS GOLD CORP HOLD — 0.0% -0.0% 0.1 2,666 +0 5 —
☆PAYC funds › PAYCOM SOFTWARE INC HOLD — 0.0% -0.0% 0.1 500 +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 611 1356 0.07 30% 0.014 0.369 — in
2026Q1 562 1394 0.05 29% 0.013 0.395 — in
2025Q4 548 1440 0.04 29% 0.014 0.366 — in
2025Q3 541 1459 0.05 29% 0.013 0.360 — in
2025Q2 497 1437 0.07 29% 0.013 0.343 — entered
2025Q1 460 1383 0.00 29% 0.014 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