Fund Universe

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☆Visionary Wealth Advisors

CIK 0001802984 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.494
AUM ($M)
2,533
Positions
666
Turnover
0.09
Top-10 wt
23%
Herfindahl
0.010
History (qtrs)
6
Excess Return
—

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Holdings · 500 of 696 positions (showing top 500 by weight) · portfolio value $2,533M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC ADD — 4.6% +0.1% 116.8 403,814 +2,570 5 —
☆IVV funds › ISHARES TR ADD — 3.4% +0.4% 86.0 114,825 +9,514 5 —
☆PWR funds › QUANTA SVCS INC TRIM — 2.6% +0.2% 64.7 89,793 -6,889 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 2.1% +0.1% 54.3 1,845,188 +22,433 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 2.0% -0.0% 51.8 1,870,532 +1,829 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 1.9% +0.1% 47.5 1,402,726 +35,732 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 1.8% +0.1% 45.1 494,417 +24,348 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.7% -0.2% 43.9 117,678 +924 5 —
☆AGG funds › ISHARES TR ADD — 1.5% -0.1% 39.0 393,563 +23,988 5 —
☆CSCO funds › CISCO SYS INC TRIM — 1.5% +0.4% 38.4 326,757 -6,170 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 1.5% +0.4% 37.5 420,371 +145,123 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 1.2% -0.1% 31.6 431,049 +30,335 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.2% +0.1% 29.6 43,122 +4,549 5 —
☆PYLD funds › PIMCO ETF TR TRIM — 1.1% -0.2% 28.7 1,082,344 -80,119 5 —
☆IWF funds › ISHARES TR ADD — 1.1% +0.1% 27.2 218,923 +168,228 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 1.1% +0.1% 26.6 122,060 +14,606 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 1.0% -0.0% 24.1 344,964 -1,675 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 1.0% +0.0% 24.1 542,718 +10,505 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.9% -0.0% 23.4 92,040 +2,320 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.9% -0.1% 23.2 503,272 -3,877 5 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.9% -0.1% 23.0 635,327 -151,237 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.9% +0.0% 22.6 113,070 +3,322 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.9% +0.0% 21.6 90,458 +1,466 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.9% +0.0% 21.6 267,589 +201,726 5 —
☆AVGO funds › BROADCOM INC ADD — 0.8% +0.1% 21.0 55,649 +1,184 5 —
☆HD funds › HOME DEPOT INC ADD — 0.8% -0.0% 20.9 59,221 +2,192 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.8% -0.1% 19.6 133,855 -575 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.8% +0.2% 19.2 100,599 +6,765 5 —
☆WMT funds › WALMART INC TRIM — 0.7% -0.2% 19.0 167,459 -994 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.7% +0.0% 18.9 80,014 +2,644 5 —
☆BALT funds › INNOVATOR ETFS TRUST ADD — 0.7% -0.0% 18.9 552,027 +43,403 5 —
☆MINT funds › PIMCO ETF TR ADD — 0.7% -0.1% 18.4 182,111 +6,219 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.7% -0.0% 17.7 53,977 -273 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.7% -0.1% 17.3 187,792 -1,537 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.6% +0.0% 16.0 111,684 +4,125 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.6% -0.1% 15.5 30,924 -538 5 —
☆ABBV funds › ABBVIE INC ADD — 0.6% +0.0% 15.0 59,531 +2,257 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.6% -0.2% 15.0 109,393 +1,896 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.6% -0.1% 14.7 590,042 -71,321 5 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.6% -0.3% 14.5 139,301 -66,254 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.6% +0.1% 14.3 77,348 +1,063 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.6% -0.1% 13.9 436,280 +4,112 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.5% -0.0% 13.7 253,952 +2,391 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.5% -0.2% 13.5 81,320 +2,016 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.5% +0.2% 13.4 286,118 +128,244 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.5% +0.2% 13.4 107,612 +44,809 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.5% +0.0% 13.4 155,148 +129,797 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM — 0.5% -0.2% 13.2 267,572 -97,435 5 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.5% +0.0% 13.1 90,673 +511 5 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.5% -0.0% 12.8 487,994 +11,976 4 —
☆MO funds › ALTRIA GROUP INC ADD — 0.5% +0.0% 12.4 172,890 +6,206 5 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 0.5% +0.0% 12.1 332,463 +35,069 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.5% +0.3% 11.9 10,267 +887 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.5% -0.1% 11.8 69,764 -4 5 —
☆DIVO funds › AMPLIFY ETF TR ADD — 0.5% -0.0% 11.6 253,111 +6,223 5 —
☆AVLC funds › AMERICAN CENTY ETF TR ADD — 0.5% +0.0% 11.5 128,084 +6,801 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.4% +0.1% 11.0 316,115 +38,825 5 —
☆GOOG funds › ALPHABET INC ADD — 0.4% +0.1% 11.0 31,015 +1,063 5 —
☆TSLA funds › TESLA INC ADD — 0.4% +0.0% 10.9 25,950 +63 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 10.9 35,863 +70 5 —
☆IWD funds › ISHARES TR TRIM — 0.4% -0.0% 10.9 44,825 -632 5 —
☆SO funds › SOUTHERN CO ADD — 0.4% -0.0% 10.7 112,104 +5,208 5 —
☆AMGN funds › AMGEN INC ADD — 0.4% -0.0% 10.7 29,578 +1,114 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 0.4% +0.0% 10.7 194,557 +2,864 5 —
☆DBND funds › DOUBLELINE ETF TRUST ADD — 0.4% +0.0% 10.4 228,259 +26,163 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.4% -0.1% 10.4 20,332 +1,479 5 —
☆META funds › META PLATFORMS INC ADD — 0.4% -0.0% 10.0 17,812 +829 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.4% -0.1% 10.0 236,088 +9,604 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST ADD — 0.4% +0.1% 10.0 270,812 +79,621 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.4% -0.1% 10.0 113,533 +3,391 5 —
☆NSSC funds › NAPCO SEC TECHNOLOGIES INC TRIM — 0.4% -0.1% 10.0 262,368 -33 5 —
☆BFRZ funds › INNOVATOR ETFS TRUST ADD — 0.4% +0.1% 9.9 365,898 +85,309 4 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.4% -0.1% 9.8 145,694 -16,517 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.4% -0.0% 9.8 77,162 +2,120 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.4% +0.3% 9.6 35,503 +28,900 5 —
☆RTX funds › RTX CORPORATION ADD — 0.4% -0.0% 9.5 50,179 +1,716 5 —
☆GSK funds › GSK PLC ADD — 0.4% -0.1% 9.5 181,113 +5,524 5 —
☆PEP funds › PEPSICO INC ADD — 0.4% -0.1% 9.1 67,457 +3,910 5 —
☆LDUR funds › PIMCO ETF TR ADD — 0.3% -0.0% 8.9 92,607 +3,183 4 —
☆PVAL funds › PUTNAM ETF TRUST TRIM — 0.3% -0.1% 8.8 172,192 -23,686 4 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 8.3 261,313 +15,186 5 —
☆KO funds › COCA COLA CO TRIM — 0.3% -0.0% 8.2 100,644 -273 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.3% +0.0% 8.0 176,386 +43,264 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% -0.0% 7.9 26,103 -4,437 5 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.1% 7.7 209,937 -103,465 5 —
☆URI funds › UNITED RENTALS INC TRIM — 0.3% +0.1% 7.7 6,778 -4 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.3% +0.0% 7.6 21,347 +230 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.3% -0.0% 7.2 261,200 +6,991 4 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 7.2 86,969 +2,045 5 —
☆DFGP funds › DIMENSIONAL ETF TRUST NEW — 0.3% +0.3% 7.1 131,199 +131,199 1 —
☆ULBI funds › ULTRALIFE CORP ADD — 0.3% -0.0% 7.0 1,109,170 +3,016 5 —
☆RAAX funds › VANECK ETF TRUST ADD — 0.3% +0.1% 7.0 175,740 +75,661 2 —
☆BOND funds › PIMCO ETF TR TRIM — 0.3% -0.0% 6.9 75,357 -2,457 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.3% -0.0% 6.9 137,183 +811 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC TRIM — 0.3% -0.0% 6.9 50,221 -5,110 5 —
☆PAR funds › PAR TECHNOLOGY CORP ADD — 0.3% +0.1% 6.8 392,907 +32,779 5 —
☆IEFA funds › ISHARES TR ADD — 0.3% -0.0% 6.8 70,394 +1,754 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.3% +0.0% 6.7 9,119 +38 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% +0.0% 6.7 67,891 +6,205 5 —
☆FEGE funds › RBB FUND TRUST TRIM — 0.3% -0.4% 6.5 133,185 -176,427 2 —
☆DGRO funds › ISHARES TR TRIM — 0.3% -0.0% 6.5 85,249 -926 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.3% +0.1% 6.4 11,047 -1,546 5 —
☆MUB funds › ISHARES TR ADD — 0.3% -0.0% 6.4 59,571 +1,077 5 —
☆CSPI funds › CSP INC ADD — 0.3% -0.0% 6.4 801,088 +16,277 5 —
☆SFLR funds › INNOVATOR ETFS TRUST ADD — 0.2% -0.0% 6.3 163,500 +3,374 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.2% -0.0% 6.2 8,308 -404 5 —
☆QDVO funds › AMPLIFY ETF TR ADD — 0.2% +0.0% 6.1 205,799 +35,834 5 —
☆EFA funds › ISHARES TR ADD — 0.2% +0.0% 6.1 59,021 +5,762 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% +0.0% 6.1 5,093 +191 5 —
☆TOTL funds › SSGA ACTIVE ETF TR ADD — 0.2% -0.0% 6.0 152,547 +11,734 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.2% +0.0% 6.0 84,349 +6,384 5 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.2% -0.2% 5.8 115,521 -74,398 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.2% 5.8 102,686 -56,521 5 —
☆GRNY funds › TIDAL TRUST I ADD — 0.2% +0.0% 5.8 208,163 +27,428 5 —
☆TMFC funds › RBB FD INC ADD — 0.2% +0.0% 5.7 75,129 +4,427 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.2% -0.1% 5.6 129,935 -69,812 5 —
☆CSRE funds › COHEN & STEERS ETF TRUST TRIM — 0.2% -0.0% 5.4 190,127 -873 3 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 5.3 87,737 +13,916 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 5.2 127,449 +1,604 5 —
☆IJR funds › ISHARES TR ADD — 0.2% +0.0% 5.0 33,825 +3,556 5 —
☆DBEF funds › DBX ETF TR TRIM — 0.2% -0.1% 5.0 91,771 -31,361 5 —
☆IWB funds › ISHARES TR TRIM — 0.2% +0.0% 5.0 12,169 -248 5 —
☆FEOE funds › RBB FUND TRUST ADD — 0.2% +0.2% 5.0 93,165 +84,106 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 4.9 122,902 +1,255 5 —
☆AEM funds › AGNICO EAGLE MINES LTD ADD — 0.2% -0.1% 4.9 31,596 +50 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.0% 4.9 61,838 +5,410 5 —
☆IGF funds › ISHARES TR TRIM — 0.2% -0.1% 4.6 69,430 -10,161 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.2% -0.0% 4.6 90,755 -11,561 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.2% +0.0% 4.5 15,844 -697 5 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 4.5 87,996 +1,710 5 —
☆USRT funds › ISHARES TR TRIM — 0.2% -0.0% 4.4 66,953 -10,840 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.2% -0.0% 4.4 11,993 +1,033 5 —
☆JGLO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 4.4 61,852 -6,464 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.0% 4.4 82,078 +21,488 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 4.4 36,728 +1,901 5 —
☆MRK funds › MERCK & CO INC ADD — 0.2% -0.0% 4.4 33,945 +165 5 —
☆SMCO funds › TIDAL TRUST II TRIM — 0.2% +0.0% 4.3 139,304 -698 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 4.3 14,435 +1,128 5 —
☆AEIS funds › ADVANCED ENERGY INDS HOLD — 0.2% +0.0% 4.3 11,507 +0 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 4.3 21,710 +256 5 —
☆TXRH funds › TEXAS ROADHOUSE INC ADD — 0.2% +0.0% 4.2 21,880 +46 5 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.2% +0.0% 4.1 13,882 -92 5 —
☆DIVI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.2% -0.0% 4.0 93,058 +1,424 5 —
☆IWY funds › ISHARES TR ADD — 0.2% +0.0% 3.9 13,338 +114 5 —
☆PFE funds › PFIZER INC ADD — 0.2% -0.0% 3.9 160,713 +877 5 —
☆IDVO funds › AMPLIFY ETF TR ADD — 0.2% +0.0% 3.9 91,960 +11,244 5 —
☆V funds › VISA INC ADD — 0.2% +0.0% 3.8 11,093 +133 5 —
☆TAXF funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 3.8 74,571 +4,943 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.1% 3.7 38,671 +34,329 2 —
☆STXF funds › EA SERIES TRUST TRIM — 0.1% -0.0% 3.7 77,013 -11,150 5 —
☆SCHK funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 3.7 102,670 +30,162 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 3.7 10,068 +318 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 3.6 9,794 +185 5 —
☆BITB funds › BITWISE BITCOIN ETF TR ADD — 0.1% -0.0% 3.6 111,973 +451 5 —
☆FRDM funds › EA SERIES TRUST ADD — 0.1% +0.1% 3.4 46,940 +23,502 4 —
☆IWN funds › ISHARES TR TRIM — 0.1% -0.0% 3.4 15,436 -1,081 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 3.3 3,139 -27 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.1% -0.0% 3.3 171,704 +4,354 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.1% -0.0% 3.2 27,806 +3,452 5 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 3.2 10,587 +317 5 —
☆ACSG funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.1% 3.2 64,480 +36,391 2 —
☆JSMD funds › JANUS DETROIT STR TR NEW — 0.1% +0.1% 3.2 31,829 +31,829 1 —
☆IWM funds › ISHARES TR TRIM — 0.1% +0.0% 3.2 10,583 -632 5 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 3.2 20,861 +3,233 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 3.1 34,537 +794 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.1% +0.1% 3.1 7,169 -754 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.1% 3.1 57,951 -20,027 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.1% -0.1% 3.1 92,176 -10,422 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 3.1 16,000 +5,049 4 —
☆BUFF funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 3.0 57,170 -6,315 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 3.0 25,050 +21,918 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% +0.0% 3.0 7,107 -1,737 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 2.8 2,999 -2 5 —
☆MINO funds › PIMCO ETF TR TRIM — 0.1% -0.0% 2.8 60,761 -9,481 5 —
☆USMV funds › ISHARES TR TRIM — 0.1% -0.0% 2.8 28,620 -19 5 —
☆ROL funds › ROLLINS INC ADD — 0.1% -0.0% 2.8 65,961 +448 5 —
☆PULS funds › PGIM ETF TR NEW — 0.1% +0.1% 2.7 54,799 +54,799 1 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.1% -0.0% 2.7 25,024 -369 5 —
☆IWO funds › ISHARES TR TRIM — 0.1% +0.0% 2.6 6,685 -285 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 2.6 5,123 -45 5 —
☆VPU funds › VANGUARD WORLD FD TRIM — 0.1% -0.1% 2.6 13,310 -11,306 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 2.6 45,598 +975 5 —
☆SPMB funds › SPDR SERIES TRUST TRIM — 0.1% -0.1% 2.6 116,235 -47,325 5 —
☆SVOL funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.1% -0.0% 2.6 161,568 -16,096 5 —
☆BA funds › BOEING CO TRIM — 0.1% -0.0% 2.6 11,786 -59 5 —
☆BUFZ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 2.5 90,584 -4,951 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.1% +0.0% 2.5 31,814 +10,074 5 —
☆IYW funds › ISHARES TR TRIM — 0.1% +0.0% 2.5 9,810 -59 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF TRIM — 0.1% +0.0% 2.5 52,080 -85 5 —
☆CEFS funds › EXCHANGE LISTED FDS TR ADD — 0.1% +0.0% 2.5 95,683 +15,406 5 —
☆AVMU funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 2.4 52,348 +583 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 2.4 12,827 +1,691 5 —
☆CALF funds › PACER FDS TR ADD — 0.1% +0.0% 2.4 46,820 +4,287 5 —
☆IMCG funds › ISHARES TR TRIM — 0.1% +0.0% 2.4 23,915 -1,819 5 —
☆AOR funds › ISHARES TR TRIM — 0.1% -0.0% 2.3 33,504 -2,006 5 —
☆AVIG funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 2.3 56,169 +29,165 3 —
☆CHAT funds › TIDAL TRUST II ADD — 0.1% +0.0% 2.3 23,462 +1,761 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 2.3 10,850 +574 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.1% -0.0% 2.3 62,624 -510 5 —
☆PAAA funds › PGIM ETF TR ADD — 0.1% +0.0% 2.2 43,265 +9,733 4 —
☆EFG funds › ISHARES TR ADD — 0.1% +0.0% 2.2 17,807 +97 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% +0.0% 2.2 4,625 -506 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 2.2 13,754 +5,461 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.1% +0.0% 2.2 3,001 -47 5 —
☆MUNI funds › PIMCO ETF TR TRIM — 0.1% -0.0% 2.1 40,795 -3,508 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 2.1 13,132 +1,375 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 2.1 33,991 -13,442 5 —
☆AOA funds › ISHARES TR ADD — 0.1% -0.0% 2.0 20,851 +290 5 —
☆REGL funds › PROSHARES TR TRIM — 0.1% -0.0% 2.0 22,223 -1,527 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 2.0 22,622 +7,129 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 2.0 23,818 -180 5 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 2.0 11,707 +2,873 5 —
☆NUKZ funds › EXCHANGE TRADED CONCEPTS TRU ADD — 0.1% +0.0% 2.0 28,628 +3,350 5 —
☆XBFR funds › INNOVATOR ETFS TRUST ADD — 0.1% +0.0% 1.9 71,585 +47,736 2 —
☆AZO funds › AUTOZONE INC TRIM — 0.1% -0.0% 1.9 596 -9 5 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 1.9 15,546 +291 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 1.9 12,963 +397 5 —
☆PSEP funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 1.9 40,866 -602 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 1.8 2,372 -122 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.1% +0.0% 1.8 35,999 +5,109 5 —
☆DRAM funds › ROUNDHILL ETF TRUST NEW — 0.1% +0.1% 1.8 23,833 +23,833 1 —
☆FSMD funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 1.7 32,869 +5,743 5 —
☆EVLN funds › MORGAN STANLEY ETF TRUST ADD — 0.1% -0.0% 1.7 35,134 +740 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 1.7 10,246 +18 5 —
☆BE funds › BLOOM ENERGY CORP ADD — 0.1% +0.0% 1.6 5,439 +951 3 —
☆SGOV funds › ISHARES TR ADD — 0.1% +0.1% 1.6 16,255 +13,045 2 —
☆IEI funds › ISHARES TR TRIM — 0.1% -0.1% 1.6 13,916 -10,287 5 —
☆OMAH funds › TIDAL TRUST III ADD — 0.1% +0.0% 1.6 88,604 +52,499 4 —
☆NBFR funds › INNOVATOR ETFS TRUST ADD — 0.1% +0.0% 1.6 58,762 +38,193 2 —
☆AUMI funds › THEMES ETF TR ADD — 0.1% +0.0% 1.6 20,508 +6,401 4 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 1.6 34,825 +12,209 5 —
☆ACWV funds › ISHARES INC TRIM — 0.1% -0.0% 1.6 13,076 -6 5 —
☆WTPI funds › WISDOMTREE TR ADD — 0.1% +0.0% 1.5 47,191 +6,631 5 —
☆BUFY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 1.5 65,250 +6,203 2 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS NEW — 0.1% +0.1% 1.5 25,952 +25,952 1 —
☆ACWX funds › ISHARES TR ADD — 0.1% +0.0% 1.5 19,798 +9,827 5 —
☆PFEB funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 1.5 34,812 -3,505 5 —
☆CTAS funds › CINTAS CORP TRIM — 0.1% -0.0% 1.5 8,788 -12 5 —
☆IFRA funds › ISHARES TR ADD — 0.1% +0.0% 1.5 23,638 +6,368 5 —
☆URA funds › GLOBAL X FDS TRIM — 0.1% -0.0% 1.5 33,982 -147 5 —
☆TLH funds › ISHARES TR TRIM — 0.1% -0.0% 1.5 14,718 -123 5 —
☆IOO funds › ISHARES TR TRIM — 0.1% -0.0% 1.5 10,713 -136 5 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM — 0.1% -0.0% 1.4 31,691 -2,211 5 —
☆SPCK funds › COLLABORATIVE INVESTMNT SER NEW — 0.1% +0.1% 1.4 8,441 +8,441 1 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM — 0.1% -0.0% 1.4 27,093 -4,532 3 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 1.4 6,887 +121 5 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 1.4 11,768 +485 5 —
☆BLCV funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 1.4 33,878 +22,199 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.0% 1.4 4,612 +1,919 3 —
☆IWV funds › ISHARES TR ADD — 0.1% +0.0% 1.4 3,219 +7 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 1.4 12,147 -473 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 1.4 1,167 +110 5 —
☆DTCR funds › GLOBAL X FDS TRIM — 0.1% -0.0% 1.4 44,804 -10,699 5 —
☆CUSIP:320866106 funds › FIRST MID BANCSHARES INC HOLD — 0.1% +0.0% 1.4 28,131 +0 5 —
☆IEMG funds › ISHARES INC ADD — 0.1% +0.0% 1.4 16,297 +62 5 —
☆VFVA funds › VANGUARD WELLINGTON FD TRIM — 0.1% -0.0% 1.3 9,093 -201 5 —
☆XME funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 1.3 12,435 +4,082 2 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 1.3 9,442 +477 5 —
☆AEE funds › AMEREN CORP ADD — 0.1% -0.0% 1.3 11,690 +447 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.3 13,632 +753 5 —
☆EFSC funds › ENTERPRISE FINL SVCS CORP TRIM — 0.1% -0.0% 1.3 19,800 -11,187 5 —
☆PWRD funds › TCW ETF TRUST ADD — 0.1% +0.0% 1.3 10,535 +329 4 —
☆SMH funds › VANECK ETF TRUST ADD — 0.1% +0.0% 1.3 1,967 +187 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 1.3 4,737 +43 5 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.0% 1.3 5,858 -173 5 —
☆HYG funds › ISHARES TR ADD — 0.1% +0.0% 1.3 16,064 +3,865 5 —
☆SYLD funds › CAMBRIA ETF TR TRIM — 0.1% -0.2% 1.3 16,225 -52,448 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.0% 1.3 9,151 -1,584 5 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 1.3 43,226 +43,226 1 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 1.3 34,069 +1,986 5 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 1.3 5,322 +119 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD — 0.0% +0.0% 1.3 28,417 +1,630 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.0% -0.0% 1.2 17,446 +2,873 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 1.2 15,328 +4,241 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.0% +0.0% 1.2 11,986 -437 5 —
☆VIS funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 1.2 3,440 +223 5 —
☆MGV funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 1.2 7,529 -87 5 —
☆SIL funds › GLOBAL X FDS ADD — 0.0% -0.0% 1.2 15,790 +1,512 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 1.2 9,157 +1,291 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 1.2 13,872 +249 2 —
☆IDEV funds › ISHARES TR ADD — 0.0% +0.0% 1.2 13,633 +1,333 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 1.2 4,989 -13 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.0% +0.0% 1.2 1,252 +102 3 —
☆IBTM funds › ISHARES TR ADD — 0.0% +0.0% 1.2 52,951 +7,247 5 —
☆DE funds › DEERE & CO ADD — 0.0% +0.0% 1.2 1,884 +10 5 —
☆IQLT funds › ISHARES TR ADD — 0.0% -0.0% 1.2 24,110 +878 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 0.0% +0.0% 1.2 31,389 +2,019 5 —
☆BUFB funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 1.2 29,894 -826 5 —
☆SETM funds › SPROTT FDS TR ADD — 0.0% -0.0% 1.2 37,263 +5,625 2 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 1.2 14,028 +11,690 2 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.0% -0.0% 1.2 682 +76 5 —
☆YMAR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 1.2 40,201 -599 5 —
☆QMOM funds › EA SERIES TRUST TRIM — 0.0% +0.0% 1.1 14,500 -269 5 —
☆EMF funds › TEMPLETON EMERGING MKTS FD ADD — 0.0% +0.0% 1.1 48,580 +14,469 2 —
☆IP funds › INTERNATIONAL PAPER CO ADD — 0.0% -0.0% 1.1 29,123 +405 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.0% -0.0% 1.1 2,121 -75 5 —
☆EALT funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 1.1 30,736 -7,732 5 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.0% -0.0% 1.1 1,082 -76 5 —
☆IUSG funds › ISHARES TR ADD — 0.0% +0.0% 1.1 5,807 +1 5 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.0% +0.0% 1.1 36,541 +20,405 4 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% -0.0% 1.1 5,919 +94 5 —
☆IWP funds › ISHARES TR ADD — 0.0% +0.0% 1.1 7,265 +162 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% -0.0% 1.1 4,820 +0 2 —
☆WFC funds › WELLS FARGO & CO ADD — 0.0% +0.0% 1.1 12,739 +1,568 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 1.0 17,507 +2,440 5 —
☆GDX funds › VANECK ETF TRUST ADD — 0.0% -0.0% 1.0 13,821 +318 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 1.0 19,107 +4,232 5 —
☆ISCG funds › ISHARES TR ADD — 0.0% +0.0% 1.0 15,528 +1,591 5 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI ADD — 0.0% +0.0% 1.0 3,724 +66 5 —
☆SHLD funds › GLOBAL X FDS ADD — 0.0% +0.0% 1.0 16,918 +9,372 5 —
☆SJNK funds › SPDR SERIES TRUST TRIM — 0.0% -0.1% 1.0 38,974 -110,413 5 —
☆IEUR funds › ISHARES TR TRIM — 0.0% -0.0% 1.0 12,968 -467 4 —
☆STRL funds › STERLING INFRASTRUCTURE INC NEW — 0.0% +0.0% 1.0 1,152 +1,152 1 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.0 6,047 -49 5 —
☆ALAB funds › ASTERA LABS INC TRIM — 0.0% +0.0% 0.9 1,957 -602 5 —
☆CGSM funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% +0.0% 0.9 35,759 +6,335 5 —
☆AOK funds › ISHARES TR TRIM — 0.0% -0.0% 0.9 22,737 -5,338 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.0% +0.0% 0.9 3,352 -11 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.0% +0.0% 0.9 2,758 -390 5 —
☆USB funds › US BANCORP TRIM — 0.0% +0.0% 0.9 15,546 -387 5 —
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 0.9 13,692 +1,153 4 —
☆AAAU funds › GOLDMAN SACHS PHYSICAL GOLD ADD — 0.0% -0.0% 0.9 23,213 +775 5 —
☆AIQ funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.9 13,993 +1,291 4 —
☆XMLV funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.9 13,813 -20 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.9 10,998 +1,228 5 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 0.0% -0.0% 0.9 29,731 +1,621 5 —
☆VFLO funds › VICTORY PORTFOLIOS II ADD — 0.0% +0.0% 0.9 19,800 +543 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.9 9,607 -1,059 5 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.9 9,677 +446 4 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.0% +0.0% 0.9 5,206 -286 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.0% +0.0% 0.9 2,028 +347 3 —
☆SLYV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.9 8,035 +707 5 —
☆PMAY funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.9 21,166 -6,422 5 —
☆PDEC funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.9 18,676 -109 5 —
☆GAPR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.8 20,386 +0 5 —
☆DRLL funds › EA SERIES TRUST TRIM — 0.0% -0.0% 0.8 25,359 -531 5 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED TRIM — 0.0% -0.0% 0.8 11,320 -48 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.0% -0.0% 0.8 11,403 -290 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.3% 0.8 3,773 -36,981 5 —
☆IHAK funds › ISHARES TR ADD — 0.0% +0.0% 0.8 13,825 +1,162 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 0.8 5,319 +660 5 —
☆NOW funds › SERVICENOW INC ADD — 0.0% -0.0% 0.8 8,347 +322 5 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.8 40,028 -6,644 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 0.0% +0.0% 0.8 19,439 +1,150 5 —
☆EMLP funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.8 18,818 -342 5 —
☆HACK funds › AMPLIFY ETF TR TRIM — 0.0% -0.0% 0.8 7,664 -6,294 5 —
☆PAUG funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.8 17,552 -224 5 —
☆AVDV funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.0% 0.8 7,700 -321 4 —
☆ETN funds › EATON CORP PLC TRIM — 0.0% +0.0% 0.8 1,853 -15 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.8 9,616 +0 5 —
☆MSTR funds › STRATEGY INC TRIM — 0.0% -0.0% 0.8 9,016 -949 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% +0.0% 0.8 6,132 -74 5 —
☆FGD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.8 24,388 +304 2 —
☆AIS funds › TIDAL TRUST III NEW — 0.0% +0.0% 0.8 9,129 +9,129 1 —
☆JNK funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.8 8,039 +231 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.8 1,536 +1,536 1 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% +0.0% 0.8 10,549 +4,503 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% +0.0% 0.8 10,008 -495 5 —
☆NATO funds › THEMES ETF TR ADD — 0.0% +0.0% 0.8 18,531 +3,332 3 —
☆BLOK funds › AMPLIFY ETF TR ADD — 0.0% +0.0% 0.7 11,955 +300 5 —
☆VKTX funds › VIKING THERAPEUTICS INC TRIM — 0.0% -0.0% 0.7 19,154 -3,625 5 —
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 0.7 1,439 +363 5 —
☆INCM funds › FRANKLIN TEMPLETON ETF TR ADD — 0.0% -0.0% 0.7 25,559 +706 5 —
☆GSC funds › GOLDMAN SACHS ETF TR TRIM — 0.0% +0.0% 0.7 10,513 -901 5 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 0.7 2,172 +134 4 —
☆MDYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 7,646 -897 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.0% +0.0% 0.7 2,137 +53 5 —
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI ADD — 0.0% +0.0% 0.7 2,727 +434 2 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.0% +0.0% 0.7 7,081 +400 5 —
☆GFLW funds › VICTORY PORTFOLIOS II ADD — 0.0% +0.0% 0.7 20,711 +688 4 —
☆UTG funds › REAVES UTIL INCOME FD ADD — 0.0% +0.0% 0.7 17,366 +4,033 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.7 3,128 +3,128 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.7 3,125 +3,125 1 —
☆BOTZ funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.7 18,005 +3,526 5 —
☆CUSIP:45784N486 funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.7 31,083 -276 4 —
☆BSVO funds › EA SERIES TRUST HOLD — 0.0% +0.0% 0.7 23,118 +0 5 —
☆GE funds › GE AEROSPACE ADD — 0.0% +0.0% 0.7 1,803 +483 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.0% +0.0% 0.7 12,457 +6,185 4 —
☆SHOC funds › EA SERIES TRUST TRIM — 0.0% +0.0% 0.7 5,395 -223 5 —
☆EFV funds › ISHARES TR ADD — 0.0% -0.0% 0.6 8,466 +271 5 —
☆AOM funds › ISHARES TR ADD — 0.0% -0.0% 0.6 12,888 +120 5 —
☆SHEN funds › SHENANDOAH TELECOMMUNICATION ADD — 0.0% -0.0% 0.6 42,555 +190 5 —
☆IYF funds › ISHARES TR HOLD — 0.0% -0.0% 0.6 5,031 +0 5 —
☆SPHY funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.6 27,353 +420 3 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING TRIM — 0.0% -0.0% 0.6 42,650 -15,070 4 —
☆XSVM funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.6 9,099 +80 5 —
☆HUBB funds › HUBBELL INC ADD — 0.0% -0.0% 0.6 1,209 +17 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.6 5,460 +0 5 —
☆BX funds › BLACKSTONE INC ADD — 0.0% -0.0% 0.6 5,275 +66 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.6 3,491 +65 5 —
☆BAUG funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.6 11,341 -215 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.0% -0.0% 0.6 6,138 +306 5 —
☆IVW funds › ISHARES TR TRIM — 0.0% +0.0% 0.6 4,344 -41 5 —
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 0.6 7,711 +3,532 5 —
☆KKR funds › KKR & CO INC TRIM — 0.0% -0.0% 0.6 6,447 -499 5 —
☆PICK funds › ISHARES INC ADD — 0.0% -0.0% 0.6 10,071 +458 2 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 0.6 2,578 +6 5 —
☆DDTS funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.6 25,867 -877 4 —
☆CI funds › THE CIGNA GROUP TRIM — 0.0% -0.0% 0.6 2,093 -521 5 —
☆NVDY funds › TIDAL TRUST II TRIM — 0.0% -0.0% 0.6 46,308 -1,501 5 —
☆SMMU funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.6 11,347 +11,347 1 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.6 11,670 +5 5 —
☆CUSIP:45784N452 funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.6 28,090 -650 3 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.0% -0.0% 0.6 7,420 -485 5 —
☆M funds › MACYS INC HOLD — 0.0% +0.0% 0.6 23,750 +0 4 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.6 6,367 +14 5 —
☆SIVR funds › ABRDN SILVER ETF TRUST TRIM — 0.0% -0.0% 0.6 9,796 -1,634 5 —
☆NJUL funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.6 7,108 +0 5 —
☆ESGU funds › ISHARES TR TRIM — 0.0% +0.0% 0.5 3,297 -23 5 —
☆JNUG funds › DIREXION SHARES ETF TRUST ADD — 0.0% -0.0% 0.5 4,458 +1,228 5 —
☆XLC funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.5 4,945 -1,646 5 —
☆QYLD funds › GLOBAL X FDS ADD — 0.0% -0.0% 0.5 28,730 +953 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.5 3,377 -2,347 5 —
☆CUSIP:45782C334 funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.5 8,928 -48 5 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.5 19,795 +72 5 —
☆GSL funds › GLOBAL SHIP LEASE INC ADD — 0.0% -0.0% 0.5 13,917 +1,371 3 —
☆CRWV funds › COREWEAVE INC TRIM — 0.0% +0.0% 0.5 5,227 -188 3 —
☆PNOV funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.5 11,677 -193 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW TRIM — 0.0% +0.0% 0.5 17,140 -268 5 —
☆KYN funds › KAYNE ANDERSON ENERGY INFRST TRIM — 0.0% -0.2% 0.5 36,896 -295,308 5 —
☆RJF funds › RAYMOND JAMES FINL INC ADD — 0.0% -0.0% 0.5 3,355 +128 5 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY ADD — 0.0% +0.0% 0.5 14,428 +1,108 3 —
☆MLPX funds › GLOBAL X FDS TRIM — 0.0% -0.1% 0.5 6,811 -33,500 5 —
☆IBTL funds › ISHARES TR ADD — 0.0% +0.0% 0.5 24,834 +4,155 5 —
☆KMLM funds › KRANESHARES TRUST TRIM — 0.0% -0.0% 0.5 18,095 -2,348 5 —
☆DDFY funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.5 24,835 +24,835 1 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 0.5 7,913 -309 5 —
☆KJAN funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.5 10,672 +0 5 —
☆IVE funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 2,144 -42 5 —
☆DAL funds › DELTA AIR LINES INC NEW — 0.0% +0.0% 0.5 5,185 +5,185 1 —
☆NBIS funds › NEBIUS GROUP N.V. TRIM — 0.0% +0.0% 0.5 1,743 -365 2 —
☆YJUN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.5 17,908 +0 5 —
☆CUSIP:02072Q176 funds › EA SERIES TRUST NEW — 0.0% +0.0% 0.5 9,370 +9,370 1 —
☆CLS funds › CELESTICA INC TRIM — 0.0% -0.0% 0.5 1,293 -710 4 —
☆BITW funds › BITWISE 10 CRYPTO INDEX ETF ADD — 0.0% -0.0% 0.5 12,531 +355 3 —
☆FNDF funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.5 8,921 -17 2 —
☆CDE funds › COEUR MNG INC ADD — 0.0% +0.0% 0.5 28,767 +6,658 5 —
☆COPX funds › GLOBAL X FDS ADD — 0.0% -0.0% 0.5 6,099 +344 5 —
☆ENB funds › ENBRIDGE INC ADD — 0.0% -0.0% 0.5 8,646 +104 5 —
☆TMAT funds › NORTHERN LTS FD TR IV TRIM — 0.0% -0.0% 0.5 14,892 -3,600 3 —
☆EOG funds › EOG RES INC TRIM — 0.0% -0.0% 0.5 3,595 -100 5 —
☆IONQ funds › IONQ INC TRIM — 0.0% +0.0% 0.5 8,679 -4,151 5 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.0% -0.0% 0.5 2,410 +5 2 —
☆IBTO funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 18,896 -406 5 —
☆XPO funds › XPO INC ADD — 0.0% +0.0% 0.5 2,217 +329 3 —
☆DLR funds › DIGITAL RLTY TR INC ADD — 0.0% +0.0% 0.5 2,532 +1,126 5 —
☆CMBS funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 9,255 -230 5 —
☆GOOY funds › TIDAL TRUST II ADD — 0.0% -0.0% 0.4 33,868 +1,071 5 —
☆EYLD funds › CAMBRIA ETF TR ADD — 0.0% +0.0% 0.4 9,893 +667 3 —
☆PAVE funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.4 7,602 +514 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE ADD — 0.0% +0.0% 0.4 11,921 +1,004 4 —
☆APLD funds › APPLIED DIGITAL CORP TRIM — 0.0% +0.0% 0.4 11,976 -756 3 —
☆VIST funds › VISTA ENERGY S.A.B. DE C.V. TRIM — 0.0% -0.0% 0.4 6,947 -352 3 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.0% -0.0% 0.4 1,114 -38 5 —
☆GLW funds › CORNING INC NEW — 0.0% +0.0% 0.4 1,729 +1,729 1 —
☆IBTG funds › ISHARES TR ADD — 0.0% +0.0% 0.4 19,192 +3,804 5 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.4 9,182 +0 5 —
☆MDYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 3,911 -1,587 5 —
☆VST funds › VISTRA CORP TRIM — 0.0% -0.0% 0.4 2,733 -494 5 —
☆ROST funds › ROSS STORES INC TRIM — 0.0% -0.0% 0.4 2,035 -16 5 —
☆IBRX funds › IMMUNITYBIO INC TRIM — 0.0% -0.0% 0.4 49,260 -9,500 2 —
☆GPIX funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 0.4 7,718 -3,538 3 —
☆IBTH funds › ISHARES TR ADD — 0.0% +0.0% 0.4 19,139 +3,883 5 —
☆SOXL funds › DIREXION SHARES ETF TRUST NEW — 0.0% +0.0% 0.4 1,603 +1,603 1 —
☆WRB funds › BERKLEY W R CORP HOLD — 0.0% -0.0% 0.4 6,007 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 0.4 2,104 +590 3 —
☆DGRW funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.4 4,380 +0 5 —
☆CUSIP:45782C433 funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.4 7,929 -825 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.4 10,049 +4,311 2 —
☆XBJL funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.4 10,266 -114 5 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.0% -0.0% 0.4 4,011 -224 5 —
☆HALO funds › HALOZYME THERAPEUTICS INC HOLD — 0.0% +0.0% 0.4 5,195 +0 2 —
☆FEZ funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.4 5,904 -1,392 5 —
☆RECS funds › COLUMBIA ETF TR I ADD — 0.0% +0.0% 0.4 9,329 +760 3 —
☆CB funds › CHUBB LIMITED HOLD — 0.0% -0.0% 0.4 1,177 +0 5 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 4,635 -83 5 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.4 10,174 -390 5 —
☆ZWS funds › ZURN ELKAY WATER SOLNS CORP TRIM — 0.0% -0.0% 0.4 7,867 -2,600 5 —
☆IYH funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 5,932 +0 5 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.4 4,993 -93 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.4 3,418 +3,418 1 —
☆CUSIP:45784N379 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.4 19,980 +0 2 —
☆BSV funds › VANGUARD BD INDEX FDS NEW — 0.0% +0.0% 0.4 5,031 +5,031 1 —
☆AVB funds › AVALONBAY CMNTYS INC HOLD — 0.0% +0.0% 0.4 2,075 +0 4 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.0% +0.0% 0.4 1,054 -7 5 —
☆FFLC funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.4 6,543 +14 5 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.4 3,249 +0 5 —
☆XLRE funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.4 8,632 -1,822 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.0% +0.0% 0.4 956 -10 5 —
☆QTUM funds › ETF SER SOLUTIONS TRIM — 0.0% +0.0% 0.4 2,295 -100 4 —
☆GII funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.4 4,957 -332 4 —
☆EFAV funds › ISHARES TR ADD — 0.0% -0.0% 0.4 4,272 +39 5 —
☆CIEN funds › CIENA CORP ADD — 0.0% +0.0% 0.4 760 +192 2 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 ADD — 0.0% +0.0% 0.4 530 +1 5 —
☆AMLP funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.4 7,180 +0 5 —
☆NJAN funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.4 6,296 -21 5 —
☆FPEI funds › FIRST TR EXCH TRADED FD III TRIM — 0.0% -0.1% 0.4 19,169 -84,343 5 —
☆SQQQ funds › PROSHARES TR NEW — 0.0% +0.0% 0.4 10,166 +10,166 1 —
☆KAPR funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.4 9,202 -100 5 —
☆FCX funds › FREEPORT MCMORAN INC TRIM — 0.0% -0.0% 0.4 5,786 -1 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 2,533 666 0.09 23% 0.010 0.489 — in
2026Q1 2,260 638 0.07 22% 0.009 0.526 — in
2025Q4 2,216 607 0.06 23% 0.010 0.497 — in
2025Q3 2,144 591 0.12 23% 0.010 0.372 — in
2025Q2 1,958 568 0.12 22% 0.010 0.386 — entered
2025Q1 1,666 541 0.00 21% 0.009 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