Fund Universe

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☆Center for Financial Planning, Inc.

CIK 0001803557 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.897
AUM ($M)
1,070
Positions
666
Turnover
0.03
Top-10 wt
77%
Herfindahl
0.152
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 690 positions (showing top 500 by weight) · portfolio value $1,070M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 35.3% +1.3% 377.2 549,217 +4,992 5 —
☆AGG funds › ISHARES TR ADD — 10.0% -0.9% 107.3 1,083,836 +30,128 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 7.9% +0.2% 84.0 1,667,215 +55,753 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 7.3% +0.3% 77.9 257,140 +1,748 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 5.1% +0.1% 54.6 678,271 +510,482 5 —
☆IEFA funds › ISHARES TR TRIM — 3.9% -0.2% 41.9 433,664 -1,970 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 3.3% +0.0% 35.3 592,187 +14,137 5 —
☆QUAL funds › ISHARES TR TRIM — 1.8% +0.0% 19.7 89,819 -751 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 1.3% -0.1% 14.2 19 +0 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 1.3% +0.0% 13.6 56,015 +251 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 1.0% -0.0% 11.2 131,198 -64 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.9% -0.1% 9.8 26,365 -98 5 —
☆AAPL funds › APPLE INC ADD — 0.9% +0.0% 9.3 32,001 +173 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.7% -0.0% 7.6 15,254 +140 5 —
☆GOOG funds › ALPHABET INC ADD — 0.6% +0.1% 6.9 19,567 +25 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.6% +0.0% 6.0 25,220 +415 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.5% -0.0% 5.7 17,273 -82 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.0% 4.6 53,009 +44,110 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.4% +0.0% 4.4 17,400 +0 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.4% -0.0% 4.4 28,194 -352 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.4% -0.0% 4.0 15,794 -120 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.4% +0.1% 3.9 32,791 +28,731 5 —
☆AVGO funds › BROADCOM INC ADD — 0.4% +0.0% 3.8 9,980 +228 5 —
☆IJH funds › ISHARES TR TRIM — 0.4% +0.0% 3.8 48,654 -858 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.3% +0.0% 3.7 10,099 -417 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.0% 3.2 64,522 -1,989 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.3% +0.0% 3.2 4,261 -91 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.3% -0.1% 3.0 34,543 -666 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 2.9 7,931 +0 5 —
☆RJF funds › RAYMOND JAMES FINL INC HOLD — 0.3% -0.0% 2.9 19,124 +0 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.3% -0.0% 2.7 74,678 +564 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.2% -0.0% 2.6 17,472 -962 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 2.5 11,394 +52 5 —
☆MCK funds › MCKESSON CORP HOLD — 0.2% -0.1% 2.5 3,277 +0 5 —
☆FSIG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 2.4 124,915 -6,855 5 —
☆EAGG funds › ISHARES TR ADD — 0.2% +0.0% 2.3 49,416 +5,956 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.2% -0.0% 2.2 5,253 +117 5 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.2% +0.0% 2.2 6,414 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 2.0 14,900 -696 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.1% 2.0 12,258 -50 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.2% -0.0% 2.0 10,024 -768 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.2% -0.0% 2.0 3,967 +0 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 2.0 5,779 +3 5 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.2% -0.0% 2.0 21,512 +0 5 —
☆IJR funds › ISHARES TR TRIM — 0.2% +0.0% 2.0 13,188 -14 5 —
☆KO funds › COCA COLA CO TRIM — 0.2% -0.0% 1.9 23,097 -322 5 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.2% -0.0% 1.8 20,320 +2,660 5 —
☆PEP funds › PEPSICO INC TRIM — 0.2% -0.0% 1.8 13,299 -30 5 —
☆GOOGL funds › ALPHABET INC HOLD — 0.2% +0.0% 1.8 5,024 +0 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.0% 1.7 4,903 -32 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.2% -0.0% 1.7 4,041 -289 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 1.7 2,963 -550 5 —
☆SYK funds › STRYKER CORPORATION HOLD — 0.1% -0.0% 1.6 5,070 +0 5 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.0% 1.6 10,051 +581 5 —
☆IVV funds › ISHARES TR HOLD — 0.1% +0.0% 1.6 2,089 +0 5 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 1.5 11,433 -44 5 —
☆MCD funds › MCDONALDS CORP HOLD — 0.1% -0.0% 1.4 5,300 +0 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 1.3 11,807 -868 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.1% +0.0% 1.3 1,786 +1 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.1% +0.0% 1.3 5,550 +522 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 1.3 4,764 +8 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.1% -0.0% 1.3 24,849 +0 5 —
☆MMM funds › 3M CO HOLD — 0.1% -0.0% 1.2 7,407 +0 5 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.1% -0.0% 1.2 4,683 -290 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 1.2 995 +80 5 —
☆TSLA funds › TESLA INC TRIM — 0.1% -0.0% 1.2 2,772 -180 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 1.1 13,901 +1,718 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 1.1 9,595 -283 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.1% -0.0% 1.1 14,862 -290 5 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% +0.0% 1.1 19,523 -102 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 1.1 5,810 -135 5 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.1% -0.0% 1.0 3,819 +0 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 1.0 879 -47 5 —
☆ISTB funds › ISHARES TR HOLD — 0.1% -0.0% 1.0 20,845 +0 5 —
☆DTE funds › DTE ENERGY CO TRIM — 0.1% -0.0% 1.0 6,545 -968 5 —
☆IWR funds › ISHARES TR TRIM — 0.1% +0.0% 1.0 8,896 -47 5 —
☆IWN funds › ISHARES TR ADD — 0.1% +0.0% 1.0 4,425 +356 5 —
☆IWM funds › ISHARES TR TRIM — 0.1% +0.0% 1.0 3,194 -11 5 —
☆ARTY funds › ISHARES TR ADD — 0.1% +0.1% 0.9 11,882 +4,972 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.1% -0.0% 0.9 6,213 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% +0.0% 0.9 3,124 -23 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.9 2,919 +1,044 5 —
☆AMT funds › AMERICAN TOWER CORP ADD — 0.1% -0.0% 0.9 5,238 +172 5 —
☆IJS funds › ISHARES TR HOLD — 0.1% +0.0% 0.8 6,102 +0 5 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.1% -0.0% 0.8 2,093 -400 5 —
☆VDE funds › VANGUARD WORLD FD HOLD — 0.1% -0.0% 0.8 5,494 +0 5 —
☆BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 0.8 27,147 +5,285 4 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.1% +0.0% 0.7 1,527 +0 5 —
☆F funds › FORD MTR CO TRIM — 0.1% +0.0% 0.7 53,907 -959 5 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.1% -0.0% 0.7 10,235 +417 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.1% +0.0% 0.7 13,216 +0 5 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% -0.0% 0.7 2,121 -134 5 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.0% 0.7 1,257 -35 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.7 2,035 +30 5 —
☆PGR funds › PROGRESSIVE CORP HOLD — 0.1% -0.0% 0.7 3,171 +0 5 —
☆SCHV funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 0.7 19,879 +0 5 —
☆DOV funds › DOVER CORP HOLD — 0.1% -0.0% 0.7 3,074 +0 5 —
☆DAN funds › DANA INC HOLD — 0.1% -0.0% 0.7 24,000 +0 5 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.1% -0.0% 0.6 6,797 -5,175 5 —
☆QSPT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.6 17,965 -985 4 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.6 3,291 +270 5 —
☆IYW funds › ISHARES TR HOLD — 0.1% +0.0% 0.6 2,384 +0 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I TRIM — 0.1% -0.0% 0.6 1,999 -5 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION HOLD — 0.1% -0.0% 0.6 3,891 +0 5 —
☆DRI funds › DARDEN RESTAURANTS INC TRIM — 0.1% -0.0% 0.5 2,632 -7 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.1% +0.0% 0.5 748 -519 5 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.0% 0.5 2,768 -289 5 —
☆CMI funds › CUMMINS INC TRIM — 0.0% -0.0% 0.5 727 -167 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% -0.0% 0.5 12,186 +277 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V HOLD — 0.0% +0.0% 0.5 1,784 +0 5 —
☆EVSD funds › MORGAN STANLEY ETF TRUST HOLD — 0.0% -0.0% 0.5 9,810 +0 5 —
☆AMGN funds › AMGEN INC HOLD — 0.0% -0.0% 0.5 1,349 +0 5 —
☆ADBE funds › ADOBE INC ADD — 0.0% -0.0% 0.5 2,371 +365 5 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.0% +0.0% 0.5 2,765 -485 5 —
☆CME funds › CME GROUP INC TRIM — 0.0% -0.0% 0.5 2,064 -160 5 —
☆EFV funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 5,861 +0 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 0.4 2,946 -50 5 —
☆GE funds › GE AEROSPACE ADD — 0.0% +0.0% 0.4 1,194 +22 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.0% +0.0% 0.4 222 -12 5 —
☆CACC funds › CREDIT ACCEP CORP MICH ADD — 0.0% +0.0% 0.4 670 +500 5 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.0% -0.0% 0.4 998 +5 5 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.0% -0.0% 0.4 5,507 +0 5 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% +0.0% 0.4 1,653 +0 5 —
☆YUM funds › YUM BRANDS INC HOLD — 0.0% -0.0% 0.4 2,457 +0 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC HOLD — 0.0% +0.0% 0.4 21,722 +0 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 0.4 6,205 -1,017 5 —
☆MUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 3,521 +0 5 —
☆CAT funds › CATERPILLAR INC HOLD — 0.0% +0.0% 0.4 351 +0 5 —
☆ETR funds › ENTERGY CORP NEW HOLD — 0.0% -0.0% 0.4 3,164 +0 3 —
☆EFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,432 -1,671 5 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.4 3,679 -201 5 —
☆DTM funds › DT MIDSTREAM INC TRIM — 0.0% -0.0% 0.4 2,391 -19 5 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 0.4 707 +0 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.0% -0.0% 0.3 4,850 -700 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP ADD — 0.0% +0.0% 0.3 3,816 +1,100 5 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% -0.0% 0.3 5,931 +0 5 —
☆QMAR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 8,985 +0 5 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 0.3 13,544 -126 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.0% -0.0% 0.3 1,975 +0 5 —
☆MFC funds › MANULIFE FINL CORP ADD — 0.0% +0.0% 0.3 7,490 +3 5 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.0% -0.0% 0.3 8,500 -2,480 5 —
☆SLYV funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.3 2,677 +0 5 —
☆HSIC funds › SCHEIN HENRY INC HOLD — 0.0% +0.0% 0.3 3,406 +0 5 —
☆TIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 2,580 +0 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO HOLD — 0.0% -0.0% 0.3 1,223 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% -0.0% 0.3 551 +10 5 —
☆ITOT funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 1,690 +0 5 —
☆FANG funds › DIAMONDBACK ENERGY INC HOLD — 0.0% -0.0% 0.3 1,551 +0 5 —
☆APH funds › AMPHENOL CORP HOLD — 0.0% +0.0% 0.3 1,535 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.0% -0.0% 0.3 722 +0 5 —
☆IWO funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 675 +0 5 —
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,140 +1,562 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.0% -0.0% 0.3 282 +1 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.3 3,583 -22 5 —
☆DXCM funds › DEXCOM INC ADD — 0.0% +0.0% 0.3 3,825 +1,095 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.0% +0.0% 0.3 607 -152 5 —
☆SCI funds › SERVICE CORP INTL ADD — 0.0% +0.0% 0.2 3,224 +3,075 5 —
☆AOR funds › ISHARES TR ADD — 0.0% -0.0% 0.2 3,511 +17 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.2 1,603 +0 5 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.2 11,756 -22 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC HOLD — 0.0% -0.0% 0.2 7,142 +0 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.0% -0.0% 0.2 4,217 -420 5 —
☆IYR funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 2,286 +0 5 —
☆UPS funds › UNITED PARCEL SVCS INC HOLD — 0.0% -0.0% 0.2 2,158 +0 5 —
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 0.2 3,286 +2 5 —
☆CUSIP:50181P100 funds › LCNB CORP HOLD — 0.0% +0.0% 0.2 12,664 +0 5 —
☆LULU funds › LULULEMON ATHLETICA INC ADD — 0.0% -0.0% 0.2 1,925 +418 5 —
☆PSA funds › PUBLIC STORAGE TRIM — 0.0% -0.0% 0.2 686 -50 5 —
☆SWK funds › STANLEY BLACK & DECKER INC HOLD — 0.0% +0.0% 0.2 2,308 +0 5 —
☆AON funds › AON PLC HOLD — 0.0% -0.0% 0.2 653 +0 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.2 2,552 -16 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.0% 0.2 1,428 -419 5 —
☆IQV funds › IQVIA HLDGS INC TRIM — 0.0% -0.0% 0.2 986 -388 5 —
☆FRDM funds › EA SERIES TRUST HOLD — 0.0% +0.0% 0.2 2,600 +0 5 —
☆RDDT funds › REDDIT INC ADD — 0.0% +0.0% 0.2 1,087 +50 5 —
☆HWM funds › HOWMET AEROSPACE INC HOLD — 0.0% +0.0% 0.2 700 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% +0.0% 0.2 356 +0 5 —
☆NUE funds › NUCOR CORP HOLD — 0.0% +0.0% 0.2 822 +0 5 —
☆ISRG funds › INTUITIVE SURGICAL INC HOLD — 0.0% -0.0% 0.2 458 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW HOLD — 0.0% -0.0% 0.2 1,438 +0 5 —
☆JBL funds › JABIL INC TRIM — 0.0% +0.0% 0.2 470 -57 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.2 1,869 -135 5 —
☆BA funds › BOEING CO HOLD — 0.0% -0.0% 0.2 829 +0 5 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% +0.0% 0.2 722 +152 5 —
☆INTC funds › INTEL CORP HOLD — 0.0% +0.0% 0.2 1,249 +0 5 —
☆ZTS funds › ZOETIS INC TRIM — 0.0% -0.0% 0.2 2,367 -554 5 —
☆HAL funds › HALLIBURTON CO HOLD — 0.0% -0.0% 0.2 4,961 +0 5 —
☆NEM funds › NEWMONT CORP HOLD — 0.0% -0.0% 0.2 1,800 +0 5 —
☆USB funds › US BANCORP TRIM — 0.0% -0.0% 0.2 2,755 -1,972 5 —
☆BBY funds › BEST BUY INC TRIM — 0.0% -0.0% 0.2 2,159 -2,160 5 —
☆IVW funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,187 -131 5 —
☆IWY funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 559 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.2 373 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.2 1,909 +0 5 —
☆COHR funds › COHERENT CORP TRIM — 0.0% +0.0% 0.2 400 -100 5 —
☆FIS funds › FIDELITY NATL INFORMATION SV TRIM — 0.0% -0.0% 0.2 3,980 -740 5 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.0% -0.0% 0.2 300 +0 5 —
☆VFQY funds › VANGUARD WELLINGTON FD HOLD — 0.0% +0.0% 0.2 900 +0 5 —
☆VPU funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.2 783 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC HOLD — 0.0% +0.0% 0.1 397 +0 5 —
☆NVO funds › NOVO-NORDISK A S HOLD — 0.0% +0.0% 0.1 3,079 +0 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.1 736 +0 5 —
☆FEOE funds › RBB FUND TRUST HOLD — 0.0% -0.0% 0.1 2,650 +0 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.1 891 +0 5 —
☆SO funds › SOUTHERN CO HOLD — 0.0% -0.0% 0.1 1,459 +0 5 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.0% +0.0% 0.1 1,341 +0 5 —
☆STT funds › STATE STR CORP HOLD — 0.0% +0.0% 0.1 800 +0 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.0% +0.0% 0.1 349 +0 5 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.1 2,420 -1,920 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.0% +0.0% 0.1 176 -98 5 —
☆OGE funds › OGE ENERGY CORP HOLD — 0.0% -0.0% 0.1 2,738 +0 5 —
☆IEF funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 1,390 -100 5 —
☆ICOP funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 2,645 +0 2 —
☆AFL funds › AFLAC INC HOLD Common Stock 0.0% -0.0% 0.1 1,086 +0 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE HOLD — 0.0% +0.0% 0.1 2,571 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.0% -0.0% 0.1 265 -120 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.1 1,518 +0 5 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.0% -0.0% 0.1 127 +0 5 —
☆LSTR funds › LANDSTAR SYS INC HOLD — 0.0% +0.0% 0.1 600 +0 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.0% -0.0% 0.1 394 +0 5 —
☆CLS funds › CELESTICA INC TRIM — 0.0% -0.0% 0.1 338 -229 5 —
☆MCO funds › MOODYS CORP TRIM — 0.0% -0.0% 0.1 266 -4 5 —
☆CVSA funds › COVISTA INC HOLD — 0.0% -0.0% 0.1 935 +0 5 —
☆SNPS funds › SYNOPSYS INC HOLD — 0.0% +0.0% 0.1 258 +0 5 —
☆UNM funds › UNUM GROUP ADD — 0.0% +0.0% 0.1 1,287 +109 4 —
☆DJT funds › TRUMP MEDIA & TECHNOLOGY GRO HOLD — 0.0% -0.0% 0.1 14,805 +0 5 —
☆CUSIP:37960A438 funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.1 1,124 +0 3 —
☆CARR funds › CARRIER GLOBAL CORPORATION ADD — 0.0% +0.0% 0.1 1,512 +241 5 —
☆IEMG funds › ISHARES INC TRIM — 0.0% +0.0% 0.1 1,306 -25 5 —
☆NXST funds › NEXSTAR MEDIA GROUP INC NEW — 0.0% +0.0% 0.1 605 +605 1 —
☆IDXX funds › IDEXX LABS INC HOLD — 0.0% -0.0% 0.1 205 +0 5 —
☆ES funds › EVERSOURCE ENERGY HOLD — 0.0% -0.0% 0.1 1,488 +0 5 —
☆PPG funds › PPG INDS INC HOLD — 0.0% +0.0% 0.1 868 +0 5 —
☆CACI funds › CACI INTL INC HOLD — 0.0% -0.0% 0.1 225 +0 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.1 1,321 -273 5 —
☆CTVA funds › CORTEVA INC HOLD — 0.0% -0.0% 0.1 1,218 +0 5 —
☆RGEN funds › REPLIGEN CORP ADD — 0.0% +0.0% 0.1 755 +261 5 —
☆DCH funds › DAUCH CORP HOLD — 0.0% -0.0% 0.1 19,000 +0 5 —
☆ESS funds › ESSEX PPTY TR INC HOLD — 0.0% +0.0% 0.1 350 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC HOLD — 0.0% +0.0% 0.1 294 +0 5 —
☆AZN funds › ASTRAZENECA PLC HOLD — 0.0% -0.0% 0.1 528 +0 2 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.1 4,007 -6,074 5 —
☆IJJ funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 660 +0 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.0% -0.0% 0.1 1,671 +0 5 —
☆ESGU funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 588 +0 5 —
☆QBTS funds › D-WAVE QUANTUM INC ADD — 0.0% +0.0% 0.1 3,978 +333 5 —
☆JMEE funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% +0.0% 0.1 1,223 +0 5 —
☆WTAI funds › WISDOMTREE TR HOLD — 0.0% +0.0% 0.1 2,004 +0 2 —
☆SCHW funds › SCHWAB CHARLES CORP HOLD — 0.0% -0.0% 0.1 1,020 +0 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.1 2,532 +0 5 —
☆HYD funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.1 1,796 +0 5 —
☆DTD funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.1 982 +0 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.1 1,300 +0 5 —
☆PPL funds › PPL CORP HOLD — 0.0% -0.0% 0.1 2,498 +0 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.1 530 +530 1 —
☆RGTI funds › RIGETTI COMPUTING INC ADD — 0.0% +0.0% 0.1 4,592 +380 5 —
☆APLD funds › APPLIED DIGITAL CORP ADD — 0.0% +0.0% 0.1 2,375 +838 3 —
☆YUMC funds › YUM CHINA HLDGS INC HOLD — 0.0% -0.0% 0.1 2,150 +0 5 —
☆HRB funds › BLOCK H & R INC HOLD — 0.0% +0.0% 0.1 2,303 +0 5 —
☆PRCT funds › PROCEPT BIOROBOTICS CORP ADD — 0.0% +0.0% 0.1 3,732 +1,692 3 —
☆ARQQ funds › ARQIT QUANTUM INC NEW — 0.0% +0.0% 0.1 2,818 +2,818 1 —
☆SCHD funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.1 2,598 +0 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.1 443 -118 5 —
☆SGOL funds › ETFS GOLD TR HOLD — 0.0% -0.0% 0.1 2,100 +0 5 —
☆CPA funds › COPA HOLDINGS SA NEW — 0.0% +0.0% 0.1 516 +516 1 —
☆ONDS funds › ONDAS INC NEW — 0.0% +0.0% 0.1 9,603 +9,603 1 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 0.1 790 +294 3 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD — 0.0% +0.0% 0.1 80 +0 5 —
☆BE funds › BLOOM ENERGY CORP TRIM — 0.0% +0.0% 0.1 252 -250 5 —
☆TGT funds › TARGET CORP HOLD — 0.0% -0.0% 0.1 583 +0 5 —
☆PLPC funds › PREFORMED LINE PRODS CO HOLD — 0.0% +0.0% 0.1 185 +0 5 —
☆BX funds › BLACKSTONE INC HOLD — 0.0% -0.0% 0.1 640 +0 5 —
☆FE funds › FIRSTENERGY CORP HOLD — 0.0% -0.0% 0.1 1,559 +0 5 —
☆COIN funds › COINBASE GLOBAL INC TRIM — 0.0% -0.0% 0.1 506 -9 5 —
☆BILI funds › BILIBILI INC NEW — 0.0% +0.0% 0.1 4,338 +4,338 1 —
☆INTU funds › INTUIT HOLD — 0.0% -0.0% 0.1 283 +0 5 —
☆MAR funds › MARRIOTT INTL INC NEW HOLD — 0.0% +0.0% 0.1 199 +0 5 —
☆VG funds › VENTURE GLOBAL INC ADD — 0.0% -0.0% 0.1 6,492 +700 5 —
☆MP funds › MP MATERIALS CORP NEW — 0.0% +0.0% 0.1 1,266 +1,266 1 —
☆XYZ funds › BLOCK INC TRIM — 0.0% -0.0% 0.1 917 -640 5 —
☆Q funds › QNITY ELECTRONICS INC HOLD — 0.0% +0.0% 0.1 425 +0 3 —
☆TRMK funds › TRUSTMARK CORP HOLD — 0.0% -0.0% 0.1 1,500 +0 5 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.0% +0.0% 0.1 507 +507 1 —
☆NVR funds › NVR INC ADD — 0.0% +0.0% 0.1 10 +2 2 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.1 1,387 -31 5 —
☆USAR funds › USA RARE EARTH INC ADD — 0.0% +0.0% 0.1 3,088 +585 3 —
☆LVS funds › LAS VEGAS SANDS CORP HOLD — 0.0% -0.0% 0.1 1,440 +0 5 —
☆MET funds › METLIFE INC HOLD — 0.0% +0.0% 0.1 778 +0 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 230 +39 4 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.0% -0.0% 0.1 850 +0 5 —
☆DASH funds › DOORDASH INC NEW — 0.0% +0.0% 0.1 345 +345 1 —
☆GL funds › GLOBE LIFE INC HOLD — 0.0% +0.0% 0.1 354 +0 4 —
☆AMP funds › AMERIPRISE FINL INC HOLD — 0.0% -0.0% 0.1 137 +0 5 —
☆KR funds › KROGER CO HOLD — 0.0% -0.0% 0.1 1,126 +0 5 —
☆NU funds › NU HLDGS LTD ADD — 0.0% +0.0% 0.1 4,555 +768 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.1 285 +0 4 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.1 207 -14 5 —
☆COP funds › CONOCOPHILLIPS TRIM — 0.0% -0.0% 0.1 578 -76 5 —
☆IONQ funds › IONQ INC NEW — 0.0% +0.0% 0.1 1,125 +1,125 1 —
☆IWV funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 139 -32 5 —
☆ESGD funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 549 +0 5 —
☆GLW funds › CORNING INC TRIM — 0.0% +0.0% 0.1 220 -140 5 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% +0.0% 0.1 987 +449 2 —
☆IOO funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 404 +0 5 —
☆XNDU funds › XANADU QUANTUM TECHNOLO LTD NEW — 0.0% +0.0% 0.1 4,550 +4,550 1 —
☆CCL funds › CARNIVAL CORP LTD NEW — 0.0% +0.0% 0.1 1,911 +1,911 1 —
☆OTIS funds › OTIS WORLDWIDE CORP ADD — 0.0% -0.0% 0.1 755 +120 5 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 136 +0 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.1 597 +0 5 —
☆MGC funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.1 195 +0 5 —
☆CHEF funds › CHEFS WHSE INC HOLD — 0.0% +0.0% 0.1 550 +0 5 —
☆CBU funds › COMMUNITY FINANCIAL SYSTEM I HOLD — 0.0% +0.0% 0.1 780 +0 5 —
☆TPR funds › TAPESTRY INC HOLD — 0.0% -0.0% 0.1 356 +0 5 —
☆SOLV funds › SOLVENTUM CORP HOLD — 0.0% +0.0% 0.1 669 +0 5 —
☆JPRE funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 981 +0 5 —
☆RVT funds › ROYCE SMALL CAP TRUST INC NEW — 0.0% +0.0% 0.1 2,756 +2,756 1 —
☆AFG funds › AMERICAN FINANCIAL GROUP INC HOLD — 0.0% -0.0% 0.1 363 +0 5 —
☆GNTX funds › GENTEX CORP HOLD — 0.0% +0.0% 0.1 2,000 +0 5 —
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.0% -0.0% 0.1 456 +0 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.1 217 +217 1 —
☆NET funds › CLOUDFLARE INC TRIM — 0.0% -0.0% 0.0 200 -113 5 —
☆WDFC funds › WD 40 CO HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆ADM funds › ARCHER DANIELS MIDLAND CO ADD — 0.0% +0.0% 0.0 634 +350 5 —
☆DE funds › DEERE & CO HOLD — 0.0% +0.0% 0.0 76 +0 5 —
☆ASTS funds › AST SPACEMOBILE INC NEW — 0.0% +0.0% 0.0 537 +537 1 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.0 172 +0 5 —
☆BND funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.0 631 +0 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN HOLD — 0.0% -0.0% 0.0 205 +0 5 —
☆WBD funds › WARNER BROS DISCOVERY INC HOLD — 0.0% -0.0% 0.0 1,710 +0 5 —
☆ALTG funds › ALTA EQUIPMENT GROUP INC HOLD — 0.0% +0.0% 0.0 7,044 +0 5 —
☆INVH funds › INVITATION HOMES INC HOLD — 0.0% +0.0% 0.0 1,500 +0 5 —
☆L funds › LOEWS CORP HOLD — 0.0% -0.0% 0.0 400 +0 5 —
☆KMX funds › CARMAX INC HOLD — 0.0% +0.0% 0.0 850 +0 4 —
☆BP funds › BP PLC HOLD — 0.0% -0.0% 0.0 1,210 +0 5 —
☆FBK funds › FB FINL CORP HOLD — 0.0% -0.0% 0.0 800 +0 4 —
☆APO funds › APOLLO GLOBAL MGMT INC HOLD — 0.0% -0.0% 0.0 372 +0 4 —
☆D funds › DOMINION ENERGY INC HOLD — 0.0% -0.0% 0.0 641 +0 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 175 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 273 +0 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 1,300 +0 2 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.0 123 +0 5 —
☆CCJ funds › CAMECO CORP HOLD — 0.0% -0.0% 0.0 420 +0 5 —
☆IWD funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 176 -23 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.0 365 -575 5 —
☆DVN funds › DEVON ENERGY CORP NEW TRIM — 0.0% -0.0% 0.0 1,030 -746 5 —
☆MAS funds › MASCO CORP HOLD — 0.0% +0.0% 0.0 517 +0 5 —
☆DOW funds › DOW HLDGS INC HOLD — 0.0% -0.0% 0.0 1,536 +0 5 —
☆ASAN funds › ASANA INC HOLD — 0.0% -0.0% 0.0 6,000 +0 5 —
☆OWL funds › BLUE OWL CAPITAL INC ADD — 0.0% -0.0% 0.0 4,795 +395 5 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.0% -0.0% 0.0 249 +0 5 —
☆BHP funds › BHP BILLITON LIMITED HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.0% -0.0% 0.0 124 -33 5 —
☆PYPL funds › PAYPAL HLDGS INC TRIM — 0.0% -0.0% 0.0 960 -677 5 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 1,449 +0 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD — 0.0% -0.0% 0.0 325 +0 5 —
☆BB funds › BLACKBERRY LTD ADD — 0.0% +0.0% 0.0 3,158 +100 5 —
☆IYF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 310 +0 5 —
☆WEC funds › WEC ENERGY GROUP INC HOLD — 0.0% -0.0% 0.0 333 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 725 +0 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM — 0.0% -0.0% 0.0 469 -598 5 —
☆ENB funds › ENBRIDGE INC HOLD — 0.0% -0.0% 0.0 695 +0 5 —
☆KF funds › KOREA FD INC HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆SMH funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 0.0 56 +0 5 —
☆ETX funds › EATON VANCE MUN INCOME TERM HOLD — 0.0% -0.0% 0.0 1,920 +0 5 —
☆FJUL funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 600 +0 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INC HOLD — 0.0% -0.0% 0.0 266 +0 5 —
☆EOT funds › EATON VANCE NATL MUN OPPORT HOLD — 0.0% -0.0% 0.0 2,000 +0 4 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.0 450 +0 5 —
☆ACM funds › AECOM HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆CSX funds › CSX CORP HOLD — 0.0% +0.0% 0.0 720 +0 5 —
☆URI funds › UNITED RENTALS INC HOLD — 0.0% +0.0% 0.0 30 +0 5 —
☆INFQ funds › INFLEQTION INC NEW — 0.0% +0.0% 0.0 2,544 +2,544 1 —
☆PID funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 1,521 +0 5 —
☆BOX funds › BOX INC HOLD — 0.0% +0.0% 0.0 1,250 +0 5 —
☆ENR funds › ENERGIZER HLDGS INC HOLD — 0.0% +0.0% 0.0 1,542 +0 5 —
☆NVS funds › NOVARTIS AG HOLD — 0.0% -0.0% 0.0 210 +0 5 —
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 481 +0 5 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 951 +0 2 —
☆XYL funds › XYLEM INC HOLD — 0.0% -0.0% 0.0 266 +0 5 —
☆DON funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 552 +0 5 —
☆CWB funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 284 +0 5 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.0 653 +0 5 —
☆BWX funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 1,403 +0 5 —
☆CUSIP:89055F103 funds › TOPBUILD COR HOLD — 0.0% -0.0% 0.0 85 +0 5 —
☆VXF funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 122 +0 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS HOLD — 0.0% -0.0% 0.0 610 +0 5 —
☆GDV funds › GABELLI DIVID & INCOME TR HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆ETHW funds › BITWISE ETHEREUM ETF HOLD — 0.0% -0.0% 0.0 2,600 +0 2 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.0% -0.0% 0.0 112 +0 5 —
☆SPSM funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆IDEV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 323 +0 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN HOLD — 0.0% +0.0% 0.0 264 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.0% +0.0% 0.0 28 +0 5 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.0% +0.0% 0.0 94 +0 5 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 0.0 78 +0 4 —
☆LUV funds › SOUTHWEST AIRLS CO HOLD — 0.0% +0.0% 0.0 533 +0 5 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 88 +0 5 —
☆ROST funds › ROSS STORES INC HOLD — 0.0% -0.0% 0.0 126 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆NOW funds › SERVICENOW INC HOLD — 0.0% -0.0% 0.0 265 +0 5 —
☆ITT funds › ITT INC HOLD — 0.0% -0.0% 0.0 133 +0 5 —
☆SYF funds › SYNCHRONY FINANCIAL TRIM — 0.0% -0.0% 0.0 340 -140 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.0 117 +117 1 —
☆CUSIP:33740F771 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆DG funds › DOLLAR GEN CORP HOLD — 0.0% -0.0% 0.0 217 +0 5 —
☆COR funds › CENCORA INC HOLD — 0.0% -0.0% 0.0 88 +0 5 —
☆BLK funds › BLACKROCK INC HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆CZWI funds › CITIZENS CMNTY BANCORP INC M HOLD — 0.0% +0.0% 0.0 1,000 +0 5 —
☆FHLC funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆AXGN funds › AXOGEN INC HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC HOLD — 0.0% +0.0% 0.0 1,305 +0 5 —
☆AHR funds › AMERICAN HEALTHCARE REIT INC HOLD — 0.0% -0.0% 0.0 432 +0 5 —
☆AIG funds › AMERICAN INTL GROUP INC HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆GM funds › GENERAL MTRS CO HOLD — 0.0% -0.0% 0.0 284 +0 5 —
☆NKE funds › NIKE INC HOLD — 0.0% -0.0% 0.0 527 +0 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C HOLD — 0.0% +0.0% 0.0 467 +0 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW HOLD — 0.0% +0.0% 0.0 216 +0 5 —
☆AEE funds › AMEREN CORP HOLD — 0.0% -0.0% 0.0 181 +0 5 —
☆LOB funds › LIVE OAK BANCSHARES INC HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆GDRX funds › GOODRX HLDGS INC HOLD — 0.0% +0.0% 0.0 7,000 +0 4 —
☆AIZ funds › ASSURANT INC HOLD — 0.0% +0.0% 0.0 75 +0 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I ADD — 0.0% -0.0% 0.0 309 +7 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.0 250 +0 5 —
☆RMAX funds › RE/MAX HLDGS INC HOLD — 0.0% +0.0% 0.0 2,000 +0 5 —
☆NUV funds › NUVEEN MUN VALUE FD INC HOLD — 0.0% -0.0% 0.0 2,084 +0 4 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 0.0% -0.0% 0.0 600 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% +0.0% 0.0 178 +100 5 —
☆IWS funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 116 +0 5 —
☆C funds › CITIGROUP INC HOLD — 0.0% +0.0% 0.0 136 +0 5 —
☆IRT funds › INDEPENDENCE RLTY TR INC HOLD — 0.0% +0.0% 0.0 1,134 +0 5 —
☆HPQ funds › HP INC HOLD — 0.0% +0.0% 0.0 850 +0 5 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 0.0% -0.0% 0.0 54 +0 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD HOLD — 0.0% -0.0% 0.0 192 +0 5 —
☆NGVT funds › INGEVITY CORP HOLD — 0.0% -0.0% 0.0 246 +0 5 —
☆PSKY funds › PARAMOUNT SKYDANCE CORP HOLD — 0.0% -0.0% 0.0 1,856 +0 4 —
☆HGTY funds › HAGERTY INC HOLD — 0.0% +0.0% 0.0 1,503 +0 5 —
☆VFH funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 136 +0 5 —
☆BLOK funds › AMPLIFY ETF TR HOLD — 0.0% +0.0% 0.0 281 +0 2 —
☆ZS funds › ZSCALER INC HOLD — 0.0% -0.0% 0.0 124 +0 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 229 +0 5 —
☆AME funds › AMETEK INC HOLD — 0.0% +0.0% 0.0 71 +0 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW HOLD — 0.0% +0.0% 0.0 76 +0 5 —
☆TM funds › TOYOTA MOTOR CORP NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆ACHR funds › ARCHER AVIATION INC HOLD — 0.0% -0.0% 0.0 3,510 +0 5 —
☆SOFI funds › SOFI TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.0 925 +0 5 —
☆FBIN funds › FORTUNE BRANDS INNOVATIONS I HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆MBWM funds › MERCANTILE BK CORP HOLD — 0.0% +0.0% 0.0 283 +0 5 —
☆ICSH funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 313 +0 5 —
☆TTE funds › TOTALENERGIES SE HOLD — 0.0% -0.0% 0.0 200 +0 3 —
☆LNG funds › CHENIERE ENERGY INC HOLD — 0.0% -0.0% 0.0 65 +0 5 —
☆HSBC funds › HSBC HLDGS PLC HOLD — 0.0% +0.0% 0.0 163 +0 5 —
☆NFG funds › NATIONAL FUEL GAS CO HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆EUAD funds › SPINNAKER ETF SERIES ADD — 0.0% +0.0% 0.0 363 +98 3 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.0% +0.0% 0.0 45 +0 5 —
☆RUN funds › SUNRUN INC HOLD — 0.0% -0.0% 0.0 1,104 +0 5 —
☆MRNA funds › MODERNA INC HOLD — 0.0% +0.0% 0.0 210 +0 5 —
☆CHI funds › CALAMOS CONV OPPORTUNITIES & HOLD — 0.0% +0.0% 0.0 1,094 +0 5 —
☆KNX funds › KNIGHT-SWIFT TRANSN HLDGS IN HOLD — 0.0% +0.0% 0.0 187 +0 5 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% -0.0% 0.0 115 +0 5 —
☆MGY funds › MAGNOLIA OIL & GAS CORP HOLD — 0.0% -0.0% 0.0 566 +0 5 —
☆DNP funds › DNP SELECT INCOME FD INC HOLD — 0.0% -0.0% 0.0 1,324 +0 5 —
☆JOBY funds › JOBY AVIATION INC HOLD — 0.0% -0.0% 0.0 1,582 +0 5 —
☆LQD funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 129 +0 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS HOLD — 0.0% -0.0% 0.0 207 +0 5 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆EFG funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 110 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.0% +0.0% 0.0 55 +0 3 —
☆STE funds › STERIS PLC TRIM — 0.0% -0.0% 0.0 64 -898 5 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% +0.0% 0.0 131 +0 5 —
☆P funds › EVERPURE INC TRIM — 0.0% -0.0% 0.0 170 -200 4 —
☆STWD funds › STARWOOD PPTY TR INC HOLD — 0.0% -0.0% 0.0 805 +0 5 —
☆NGL funds › NGL ENERGY PARTNERS LP HOLD — 0.0% +0.0% 0.0 800 +0 5 —
☆GDLC funds › GRAYSCALE COINDESK CRYPTO HOLD — 0.0% -0.0% 0.0 480 +0 2 —
☆ADMA funds › ADMA BIOLOGICS INC HOLD Common Stock 0.0% -0.0% 0.0 1,500 +0 4 —
☆LIT funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 159 +0 5 —
☆UA funds › UNDER ARMOUR INC TRIM — 0.0% -0.0% 0.0 2,000 -40 4 —
☆KMB funds › KIMBERLY-CLARK CORP HOLD — 0.0% +0.0% 0.0 113 +0 5 —
☆EA funds › ELECTRONIC ARTS INC HOLD — 0.0% -0.0% 0.0 60 +0 5 —
☆ESML funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 218 +0 5 —
☆SCHO funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 501 +0 3 —
☆TEL funds › TE CONNECTIVITY PLC HOLD — 0.0% -0.0% 0.0 59 +0 5 —
☆CHPT funds › CHARGEPOINT HOLDINGS INC HOLD — 0.0% +0.0% 0.0 2,000 +0 3 —
☆VONG funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.0 91 +0 2 —
☆CCI funds › CROWN CASTLE INC HOLD — 0.0% -0.0% 0.0 152 +0 5 —
☆CCLD funds › CARECLOUD INC HOLD — 0.0% -0.0% 0.0 5,390 +0 5 —
☆SJM funds › SMUCKER J M CO HOLD — 0.0% +0.0% 0.0 100 +0 5 —
☆XLC funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 105 +0 2 —
☆BBJP funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 147 +0 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.0 132 +0 5 —
☆ESGE funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 199 +0 5 —
☆IBN funds › ICICI BANK LIMITED HOLD — 0.0% +0.0% 0.0 371 +0 5 —
☆REYN funds › REYNOLDS CONSUMER PRODS INC HOLD — 0.0% +0.0% 0.0 400 +0 3 —
☆USMV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 110 +110 1 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A HOLD — 0.0% -0.0% 0.0 22 +0 5 —
☆OKTA funds › OKTA INC TRIM — 0.0% -0.0% 0.0 74 -721 5 —
☆NIO funds › NIO INC HOLD — 0.0% -0.0% 0.0 1,975 +0 5 —
☆EXPE funds › EXPEDIA GROUP INC HOLD — 0.0% -0.0% 0.0 39 +0 5 —
☆DOCS funds › DOXIMITY INC HOLD — 0.0% -0.0% 0.0 480 +0 2 —
☆ILMN funds › ILLUMINA INC TRIM — 0.0% -0.0% 0.0 55 -533 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,070 666 0.03 77% 0.152 0.895 — in
2026Q1 958 658 0.09 76% 0.145 0.825 — in
2025Q4 961 702 0.02 77% 0.157 0.885 — in
2025Q3 936 660 0.02 77% 0.155 0.880 — in
2025Q2 872 647 0.08 77% 0.154 0.834 — entered
2025Q1 783 700 0.00 77% 0.155 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