Fund Universe

← Fund Universe

☆SHP Wealth Management

CIK 0001807060 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.763
AUM ($M)
1,454
Positions
1981
Turnover
0.13
Top-10 wt
69%
Herfindahl
0.100
History (qtrs)
3
Excess Return
—

AI Eval Run AI Eval

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

Holdings · 500 of 2112 positions (showing top 500 by weight) · portfolio value $1,454M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 27.2% +2.2% 395.4 575,720 +21,150 2 —
☆IDMO funds › INVESCO EXCH TRADED FD TR II ADD — 8.5% +0.2% 123.3 2,044,639 +40,686 2 —
☆DGRO funds › ISHARES TR ADD — 6.6% +0.3% 96.2 1,268,880 +72,055 2 —
☆IUSG funds › ISHARES TR ADD — 6.5% +0.7% 94.1 500,298 +3,662 2 —
☆USTB funds › VICTORY PORTFOLIOS II ADD — 6.2% +1.5% 90.4 1,785,374 +537,159 2 —
☆FELC funds › FIDELITY COVINGTON TRUST ADD — 4.9% +0.4% 71.6 1,708,384 +40,399 2 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 4.1% +0.0% 59.1 1,047,209 +105,345 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.8% +0.1% 26.3 35,181 -72 2 —
☆FLBL funds › FRANKLIN TEMPLETON ETF TR ADD — 1.8% -0.0% 25.9 1,128,010 +91,764 2 —
☆HYDB funds › ISHARES TR ADD — 1.6% +1.6% 23.1 493,375 +493,173 2 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T NEW — 1.5% +1.5% 22.2 130,771 +130,771 1 —
☆AAPL funds › APPLE INC ADD — 1.4% +0.2% 21.0 72,561 +6,562 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.4% +0.1% 20.7 103,388 +1,659 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.9% +0.1% 13.3 18,009 +189 2 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.9% +0.0% 12.7 210,776 +7,694 2 —
☆LVHI funds › LEGG MASON ETF INVT TRIM — 0.7% -0.1% 10.1 248,046 -6,567 2 —
☆AMZN funds › AMAZON COM INC ADD — 0.7% +0.1% 9.9 41,643 +3,495 2 —
☆FTHI funds › FIRST TR EXCHANGE TRADED FD ADD — 0.7% +0.0% 9.6 402,531 +28,266 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.6% -0.1% 8.3 22,265 -1,130 2 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.1% 7.7 21,550 +1,143 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.5% +0.0% 6.9 18,545 -89 2 —
☆IVV funds › ISHARES TR TRIM — 0.4% +0.0% 5.6 7,447 -80 2 —
☆GPIQ funds › GOLDMAN SACHS ETF TR NEW — 0.4% +0.4% 5.5 92,916 +92,916 1 —
☆GOOG funds › ALPHABET INC ADD — 0.3% +0.0% 4.6 12,908 +172 2 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.3% +0.2% 4.4 3,820 +92 2 —
☆META funds › META PLATFORMS INC ADD — 0.3% -0.0% 4.2 7,536 +446 2 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 4.2 19,140 -752 2 —
☆TSLA funds › TESLA INC ADD — 0.3% +0.0% 3.8 9,151 +717 2 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% +0.0% 3.8 53,071 -30 2 —
☆MS funds › MORGAN STANLEY ADD — 0.3% +0.0% 3.8 18,053 +32 2 —
☆VO funds › VANGUARD INDEX FDS TRIM — 0.2% -1.6% 3.5 43,401 -40,308 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.2% +0.0% 3.5 6,957 +1,026 2 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% +0.0% 3.4 10,354 +528 2 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.1% 3.3 36,917 +1,612 2 —
☆AVGO funds › BROADCOM INC ADD — 0.2% +0.0% 3.2 8,414 +401 2 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.4% 3.1 50,492 -89,449 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.2% -0.0% 3.1 43,479 -1,885 2 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.2% +0.1% 3.1 4,221 +27 2 —
☆SYY funds › SYSCO CORP ADD — 0.2% +0.0% 3.0 35,472 +41 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.2% -0.1% 3.0 21,685 -170 2 —
☆QTUM funds › ETF SER SOLUTIONS ADD — 0.2% +0.1% 2.9 17,619 +936 2 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 0.2% -0.0% 2.9 63,310 -205 2 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% +0.0% 2.8 2,355 +62 2 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.2% +0.0% 2.7 52,975 +6,873 2 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 2.6 10,526 +860 2 —
☆SPGM funds › SPDR INDEX SHS FDS ADD — 0.2% +0.1% 2.5 29,050 +12,318 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.2% +0.0% 2.4 2,223 +95 2 —
☆RTX funds › RTX CORPORATION ADD — 0.2% +0.0% 2.2 11,833 +2,006 2 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.2% +0.0% 2.2 9,984 +30 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% +0.0% 2.2 8,496 +952 2 —
☆GLDM funds › WORLD GOLD TR ADD — 0.1% -0.0% 2.1 26,942 +5,860 2 —
☆IGLD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 2.1 100,621 +18,895 2 —
☆V funds › VISA INC ADD — 0.1% +0.0% 2.1 6,174 +448 2 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 2.1 43,357 +3,012 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.1% 2.1 13,345 +6,697 2 —
☆GLOF funds › ISHARES TR ADD — 0.1% +0.1% 2.1 35,499 +17,854 2 —
☆FPAG funds › INVESTMENT MANAGERS SER TR I ADD — 0.1% +0.1% 2.1 51,512 +26,493 2 —
☆IOO funds › ISHARES TR ADD — 0.1% +0.1% 2.1 15,078 +7,527 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 2.0 6,752 +1,736 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.1% +0.1% 2.0 3,501 +405 2 —
☆ES funds › EVERSOURCE ENERGY TRIM — 0.1% -0.0% 2.0 27,956 -498 2 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.1% +0.0% 2.0 67,963 +11,462 2 —
☆MTUM funds › ISHARES TR ADD — 0.1% +0.0% 2.0 5,739 +41 2 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 1.9 13,208 +862 2 —
☆SPYI funds › NEOS ETF TRUST ADD — 0.1% +0.0% 1.9 35,882 +12,701 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.8 20,834 +18,088 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -6.1% 1.7 21,132 -974,880 2 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.1% -0.0% 1.6 15,832 -5,862 2 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 1.6 44,634 -18,647 2 —
☆GLD funds › SPDR GOLD TR TRIM — 0.1% -0.1% 1.6 4,226 -1,631 2 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.1% +0.1% 1.5 3,431 +58 2 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.1% +0.1% 1.5 3,708 +3,171 2 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 1.5 5,390 +1 2 —
☆FTNT funds › FORTINET INC TRIM — 0.1% +0.0% 1.5 9,451 -773 2 —
☆INTF funds › ISHARES TR ADD — 0.1% +0.0% 1.4 35,220 +17,298 2 —
☆FSMD funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 1.4 26,986 +2,084 2 —
☆CLOA funds › BLACKROCK ETF TRUST II ADD — 0.1% +0.0% 1.4 27,445 +7,427 2 —
☆ADPV funds › SERIES PORTFOLIOS TR ADD — 0.1% +0.0% 1.4 28,213 +3,564 2 —
☆IYZ funds › ISHARES TR ADD — 0.1% +0.0% 1.3 31,169 +3,699 2 —
☆WMT funds › WALMART INC ADD — 0.1% -0.0% 1.3 11,418 +852 2 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.0% 1.3 2,981 +133 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.1% -0.0% 1.3 1,377 +31 2 —
☆IJR funds › ISHARES TR TRIM — 0.1% +0.0% 1.3 8,477 -560 2 —
☆ISTB funds › ISHARES TR TRIM — 0.1% -0.1% 1.2 25,162 -12,287 2 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 1.2 7,535 +276 2 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.1% -0.0% 1.2 4,489 +25 2 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 1.2 3,314 -1,285 2 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 1.2 20,309 +4,149 2 —
☆AIPO funds › TIDAL TRUST II ADD — 0.1% +0.0% 1.1 33,767 +3,807 2 —
☆NATO funds › THEMES ETF TR ADD — 0.1% +0.0% 1.1 27,272 +3,415 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 1.1 3,915 +94 2 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% +0.0% 1.1 6,084 +137 2 —
☆ITOT funds › ISHARES TR ADD — 0.1% +0.0% 1.1 6,649 +400 2 —
☆IEFA funds › ISHARES TR ADD — 0.1% +0.0% 1.1 11,279 +381 2 —
☆SMH funds › VANECK ETF TRUST ADD — 0.1% +0.0% 1.1 1,650 +415 2 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 1.1 2,061 +35 2 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 1.1 8,463 +6,340 2 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 1.0 8,642 +1,702 2 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 1.0 2,337 +1,251 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 1.0 23,475 +648 2 —
☆CARR funds › CARRIER GLOBAL CORPORATION ADD — 0.1% +0.0% 0.9 12,560 +1,906 2 —
☆SHYG funds › ISHARES TR TRIM — 0.1% -1.6% 0.9 21,650 -502,127 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 0.9 9,830 -2,529 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.1% +0.0% 0.9 943 +7 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.9 7,796 -34 2 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.9 28,498 -544 2 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 0.9 4,024 -311 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% +0.0% 0.9 1,864 +68 2 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 0.9 12,961 -1,309 2 —
☆SRLN funds › SSGA ACTIVE ETF TR ADD — 0.1% -0.0% 0.9 21,718 +533 2 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 0.9 6,781 +501 2 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.9 5,233 +110 2 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% +0.0% 0.9 2,441 +645 2 —
☆FLMI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.1% -0.0% 0.9 34,312 +636 2 —
☆XLEI funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 0.9 34,088 +5,028 2 —
☆EWY funds › ISHARES INC ADD — 0.1% +0.0% 0.9 4,253 +273 2 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 0.8 9,625 +5,939 2 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.8 17,243 -3,850 2 —
☆MCK funds › MCKESSON CORP ADD — 0.1% -0.0% 0.8 1,107 +51 2 —
☆FNDA funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.8 21,607 -7,563 2 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 0.8 29,891 +24,088 2 —
☆HYGH funds › ISHARES U S ETF TR ADD — 0.1% +0.0% 0.8 9,443 +6,428 2 —
☆FLRT funds › PACER FDS TR ADD — 0.1% +0.0% 0.8 17,538 +11,935 2 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 0.8 8,423 +317 2 —
☆BTX funds › BLACKROCK TECH AND PRIVATE E NEW — 0.1% +0.1% 0.8 89,671 +89,671 1 —
☆TD funds › TORONTO DOMINION BK ONT HOLD — 0.1% +0.0% 0.8 6,609 +0 2 —
☆PFXF funds › VANECK ETF TRUST ADD — 0.1% +0.0% 0.8 44,640 +30,246 2 —
☆CRWD funds › CROWDSTRIKE HLDGS INC TRIM — 0.1% +0.0% 0.8 1,029 -7 2 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.1% -0.0% 0.8 8,491 +704 2 —
☆IEMG funds › ISHARES INC ADD — 0.1% +0.0% 0.8 9,301 +2,147 2 —
☆PEP funds › PEPSICO INC ADD — 0.1% +0.0% 0.8 5,659 +2,293 2 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 0.8 2,519 +24 2 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.0% 0.8 1,864 -44 2 —
☆DON funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.8 13,420 -927 2 —
☆EFX funds › EQUIFAX INC TRIM — 0.1% -0.0% 0.8 4,771 -3 2 —
☆SHLD funds › GLOBAL X FDS HOLD — 0.1% -0.0% 0.8 12,611 +0 2 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 0.7 4,942 +5 2 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.7 13,917 -3,071 2 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.1% +0.0% 0.7 2,164 +1,203 2 —
☆BN funds › BROOKFIELD CORP ADD — 0.0% +0.0% 0.7 17,052 +890 2 —
☆GEV funds › GE VERNOVA INC ADD — 0.0% +0.0% 0.7 607 +55 2 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.7 8,944 -5,092 2 —
☆SPLB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.7 31,238 -10,154 2 —
☆FNF funds › FIDELITY NATL FINL INC ADD — 0.0% -0.0% 0.7 14,671 +1 2 —
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 0.7 3,071 +273 2 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.7 2,383 -1,274 2 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.0% -0.0% 0.7 26,063 +5,264 2 —
☆GE funds › GE AEROSPACE ADD — 0.0% +0.0% 0.7 1,808 +78 2 —
☆T funds › AT&T INC ADD — 0.0% -0.0% 0.7 32,317 +4,888 2 —
☆FDM funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.7 7,079 +918 2 —
☆NFLX funds › NETFLIX INC. ADD — 0.0% -0.0% 0.7 9,202 +1,126 2 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.7 24,852 +17,071 2 —
☆MBS funds › ANGEL OAK FUNDS TRUST ADD — 0.0% +0.0% 0.7 75,353 +51,658 2 —
☆DLN funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.6 6,719 -70 2 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.0% -0.0% 0.6 370 +9 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.6 7,463 -2,452 2 —
☆VPU funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.6 3,034 -151 2 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.0% -0.0% 0.6 1,429 -726 2 —
☆SO funds › SOUTHERN CO ADD — 0.0% +0.0% 0.6 6,177 +700 2 —
☆INTC funds › INTEL CORP ADD — 0.0% +0.0% 0.6 4,167 +896 2 —
☆ASML funds › ASML HLDG NV ADD — 0.0% +0.0% 0.6 292 +37 2 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.6 11,328 -455 2 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.6 1,663 +0 2 —
☆USHY funds › ISHARES TR ADD — 0.0% -0.0% 0.6 15,434 +987 2 —
☆ORR funds › EA SERIES TRUST ADD — 0.0% +0.0% 0.6 15,694 +3,243 2 —
☆KO funds › COCA COLA CO ADD — 0.0% +0.0% 0.6 6,935 +485 2 —
☆STT funds › STATE STR CORP ADD — 0.0% +0.0% 0.6 3,299 +462 2 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.0% +0.0% 0.6 553 +28 2 —
☆HIG funds › HARTFORD INSURANCE GROUP INC TRIM — 0.0% -0.0% 0.6 4,181 -15 2 —
☆CME funds › CME GROUP INC ADD — 0.0% +0.0% 0.6 2,501 +1,029 2 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.5 1,834 +0 2 —
☆SMLF funds › ISHARES TR ADD — 0.0% +0.0% 0.5 6,070 +3,013 2 —
☆USMV funds › ISHARES TR ADD — 0.0% -0.0% 0.5 5,603 +146 2 —
☆GLW funds › CORNING INC ADD — 0.0% +0.0% 0.5 2,114 +527 2 —
☆FELG funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.5 12,336 -2,250 2 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.5 1,787 +1,730 2 —
☆DVY funds › ISHARES TR ADD — 0.0% +0.0% 0.5 3,412 +1,023 2 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.0% -0.0% 0.5 1,568 -564 2 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% -0.0% 0.5 5,861 -20 2 —
☆MMIN funds › NEW YORK LIFE INVTS ACTIVE E TRIM — 0.0% -0.0% 0.5 21,003 -246 2 —
☆IGIB funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 9,484 -1,195 2 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.5 4,148 -1,226 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.5 4,083 +3,481 2 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A ADD — 0.0% +0.0% 0.5 1,059 +192 2 —
☆JMEE funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -1.6% 0.5 5,956 -316,296 2 —
☆PAVE funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.5 7,843 +53 2 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% -0.0% 0.5 1,858 +177 2 —
☆IWM funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 1,536 -237 2 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.5 4,000 +0 2 —
☆QCOM funds › QUALCOMM INC ADD — 0.0% +0.0% 0.5 2,478 +121 2 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.0% -0.0% 0.5 3,156 -82 2 —
☆IWR funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 4,052 -713 2 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.4 5,428 +118 2 —
☆EQIX funds › EQUINIX INC ADD — 0.0% +0.0% 0.4 421 +347 2 —
☆BA funds › BOEING CO TRIM — 0.0% -0.0% 0.4 2,015 -15 2 —
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 0.4 5,612 +441 2 —
☆GARP funds › ISHARES TR ADD — 0.0% +0.0% 0.4 5,146 +1,765 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 0.4 1,426 +29 2 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 6,957 -992 2 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.4 7,451 +844 2 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.4 15,722 +9,226 2 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.4 14,172 +0 2 —
☆TQQQ funds › PROSHARES TR ADD — 0.0% +0.0% 0.4 5,041 +1,223 2 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.4 4,522 +168 2 —
☆SEIC funds › SEI INVTS CO ADD — 0.0% +0.0% 0.4 4,566 +6 2 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.0% -0.0% 0.4 1,006 +104 2 —
☆AON funds › AON PLC ADD — 0.0% -0.0% 0.4 1,180 +13 2 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.0% +0.0% 0.4 1,279 +158 2 —
☆OUST funds › OUSTER INC ADD — 0.0% +0.0% 0.4 6,093 +1,413 2 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.4 1,949 +482 2 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.4 14,801 -2,112 2 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% +0.0% 0.4 2,904 +712 2 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.0% +0.0% 0.4 1,253 +1,161 2 —
☆IXUS funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,823 -1,405 2 —
☆MAR funds › MARRIOTT INTL INC NEW ADD — 0.0% +0.0% 0.4 979 +16 2 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.4 12,285 +0 2 —
☆MSI funds › MOTOROLA SOLUTIONS INC TRIM — 0.0% -0.0% 0.4 866 -6 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.0% +0.0% 0.4 1,492 +52 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 0.4 5,891 +2,606 2 —
☆VTEB funds › VANGUARD MUN BD FDS NEW — 0.0% +0.0% 0.4 6,927 +6,927 1 —
☆ECL funds › ECOLAB INC HOLD — 0.0% -0.0% 0.3 1,252 +0 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% -0.0% 0.3 5,964 +91 2 —
☆CCJ funds › CAMECO CORP ADD — 0.0% +0.0% 0.3 3,330 +720 2 —
☆ORCL funds › ORACLE CORP ADD — 0.0% -0.0% 0.3 2,298 +146 2 —
☆AGG funds › ISHARES TR ADD — 0.0% +0.0% 0.3 3,254 +1,724 2 —
☆DASH funds › DOORDASH INC ADD — 0.0% +0.0% 0.3 1,689 +411 2 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% +0.0% 0.3 1,288 +1,224 2 —
☆LIN funds › LINDE PLC ADD — 0.0% +0.0% 0.3 590 +27 2 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% +0.0% 0.3 4,241 +117 2 —
☆IVW funds › ISHARES TR ADD — 0.0% +0.0% 0.3 2,180 +210 2 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 0.3 892 +124 2 —
☆ARM funds › ARM HOLDINGS PLC ADD — 0.0% +0.0% 0.3 839 +218 2 —
☆QUAL funds › ISHARES TR ADD — 0.0% +0.0% 0.3 1,353 +122 2 —
☆IWB funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 721 -110 2 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 0.3 1,471 +116 2 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 0.3 1,228 +20 2 —
☆CNI funds › CANADIAN NATL RY CO ADD — 0.0% +0.0% 0.3 2,448 +40 2 —
☆VFLO funds › VICTORY PORTFOLIOS II TRIM — 0.0% -0.0% 0.3 6,364 -6,002 2 —
☆MDYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.3 2,570 -584 2 —
☆MRSH funds › MARSH & MCLENNAN COS INC ADD — 0.0% +0.0% 0.3 1,714 +1,514 2 —
☆SNDK funds › SANDISK CORP ADD — 0.0% +0.0% 0.3 125 +57 2 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.3 7,740 -2,832 2 —
☆TXRH funds › TEXAS ROADHOUSE INC ADD — 0.0% +0.0% 0.3 1,444 +52 2 —
☆UAMY funds › UNITED STATES ANTIMONY CORP HOLD — 0.0% -0.0% 0.3 38,271 +0 2 —
☆EFIV funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.3 3,769 +0 2 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.0% +0.0% 0.3 544 +20 2 —
☆RACE funds › FERRARI N V TRIM — 0.0% -0.0% 0.3 717 -235 2 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% -0.0% 0.3 1,042 +19 2 —
☆EMB funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,728 +127 2 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.3 2,991 +2,393 2 —
☆FIS funds › FIDELITY NATL INFORMATION SV ADD — 0.0% -0.0% 0.3 6,752 +20 2 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.0% +0.0% 0.3 534 -26 2 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 0.3 4,226 -342 2 —
☆MUB funds › ISHARES TR ADD — 0.0% +0.0% 0.3 2,429 +1,625 2 —
☆HYD funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.3 5,015 +0 2 —
☆AXSM funds › AXSOME THERAPEUTICS INC. ADD — 0.0% +0.0% 0.3 1,052 +51 2 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.0% +0.0% 0.3 5,189 +157 2 —
☆BLK funds › BLACKROCK INC ADD — 0.0% -0.0% 0.3 265 +11 2 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.0% +0.0% 0.2 737 +21 2 —
☆TEL funds › TE CONNECTIVITY PLC TRIM — 0.0% -0.0% 0.2 1,231 -187 2 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.2 1,560 +58 2 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.0% +0.0% 0.2 2,890 +1,452 2 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.2 1,610 +0 2 —
☆UNP funds › UNION PAC CORP ADD — 0.0% +0.0% 0.2 896 +118 2 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 0.2 2,679 +93 2 —
☆AIQ funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.2 3,704 +592 2 —
☆ARTY funds › ISHARES TR TRIM — 0.0% +0.0% 0.2 3,186 -1,179 2 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 0.0% -0.0% 0.2 702 +0 2 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.0% +0.0% 0.2 459 +27 2 —
☆MTB funds › M & T BK CORP ADD — 0.0% +0.0% 0.2 1,007 +84 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% -0.0% 0.2 470 +43 2 —
☆GSLC funds › GOLDMAN SACHS ETF TR HOLD — 0.0% +0.0% 0.2 1,669 +0 2 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.2 2,782 +164 2 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.2 9,754 +143 2 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.0% -0.0% 0.2 1,856 +85 2 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.2 3,248 -221 2 —
☆ZBRA funds › ZEBRA TECHNOLOGIES CORPORATI HOLD — 0.0% +0.0% 0.2 875 +0 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.2 1,345 +1,345 1 —
☆NLR funds › VANECK ETF TRUST ADD — 0.0% -0.0% 0.2 1,965 +1 2 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 0.2 1,032 -14 2 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.0% -0.0% 0.2 1,807 -242 2 —
☆NUGO funds › NUSHARES ETF TR TRIM — 0.0% -0.0% 0.2 5,179 -1,941 2 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 0.2 2,157 +264 2 —
☆SLV funds › ISHARES SILVER TR ADD — 0.0% -0.0% 0.2 4,091 +541 2 —
☆IRM funds › IRON MTN INC DEL ADD — 0.0% +0.0% 0.2 1,708 +28 2 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.0% 0.2 1,889 -30 2 —
☆AMT funds › AMERICAN TOWER CORP ADD — 0.0% -0.0% 0.2 1,310 +82 2 —
☆CTVA funds › CORTEVA INC TRIM — 0.0% -0.0% 0.2 2,519 -16 2 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.2 8,675 -50 2 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN ADD — 0.0% -0.0% 0.2 1,546 +39 2 —
☆IDV funds › ISHARES TR ADD — 0.0% -0.0% 0.2 5,070 +48 2 —
☆FBCG funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.2 3,380 +0 2 —
☆XMVM funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.2 2,943 +289 2 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.2 5,612 +11 2 —
☆APH funds › AMPHENOL CORP ADD — 0.0% +0.0% 0.2 1,172 +294 2 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L ADD — 0.0% -0.0% 0.2 5,546 +121 2 —
☆SYK funds › STRYKER CORPORATION ADD — 0.0% +0.0% 0.2 642 +299 2 —
☆NI funds › NISOURCE INC TRIM — 0.0% -0.0% 0.2 4,235 -75 2 —
☆MINT funds › PIMCO ETF TR ADD — 0.0% +0.0% 0.2 1,996 +1,000 2 —
☆DAL funds › DELTA AIR LINES INC ADD — 0.0% +0.0% 0.2 2,144 +36 2 —
☆BIBL funds › NORTHERN LTS FD TR IV TRIM — 0.0% -0.0% 0.2 3,452 -945 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.2 935 -297 2 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 0.2 2,557 -36 2 —
☆IAU funds › ISHARES GOLD TR ADD — 0.0% -0.0% 0.2 2,608 +86 2 —
☆IVE funds › ISHARES TR ADD — 0.0% +0.0% 0.2 864 +131 2 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.2 3,660 +391 2 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.0% +0.0% 0.2 805 +8 2 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.0% +0.0% 0.2 1,859 -13 2 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.0% -0.0% 0.2 3,605 +48 2 —
☆TER funds › TERADYNE INC ADD — 0.0% +0.0% 0.2 387 +295 2 —
☆ITA funds › ISHARES TR ADD — 0.0% +0.0% 0.2 767 +570 2 —
☆DLR funds › DIGITAL RLTY TR INC ADD — 0.0% +0.0% 0.2 1,028 +607 2 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.0% +0.0% 0.2 1,261 +76 2 —
☆QQQJ funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.2 4,004 -1,504 2 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.0% -0.0% 0.2 1,969 +15 2 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.2 3,098 -374 2 —
☆C funds › CITIGROUP INC TRIM — 0.0% +0.0% 0.2 1,286 -50 2 —
☆CRWV funds › COREWEAVE INC ADD — 0.0% +0.0% 0.2 1,803 +250 2 —
☆NVS funds › NOVARTIS AG TRIM — 0.0% -0.0% 0.2 1,144 -56 2 —
☆IDEV funds › ISHARES TR NEW — 0.0% +0.0% 0.2 2,008 +2,008 1 —
☆IONQ funds › IONQ INC TRIM — 0.0% +0.0% 0.2 3,309 -96 2 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% +0.0% 0.2 645 +176 2 —
☆Q funds › QNITY ELECTRONICS INC TRIM — 0.0% +0.0% 0.2 1,067 -204 2 —
☆IGOV funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 4,223 +0 2 —
☆NEM funds › NEWMONT CORP TRIM — 0.0% -0.0% 0.2 1,847 -91 2 —
☆AMGN funds › AMGEN INC ADD — 0.0% +0.0% 0.2 473 +35 2 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.2 1,640 +331 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.0% +0.0% 0.2 339 +121 2 —
☆XYZ funds › BLOCK INC ADD — 0.0% +0.0% 0.2 2,220 +73 2 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C ADD — 0.0% +0.0% 0.2 3,721 +116 2 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.0% +0.0% 0.2 338 +292 2 —
☆RDDT funds › REDDIT INC ADD — 0.0% +0.0% 0.2 964 +854 2 —
☆OALC funds › UNIFIED SER TR TRIM — 0.0% -0.0% 0.2 4,074 -376 2 —
☆IBD funds › NORTHERN LTS FD TR IV TRIM — 0.0% -0.0% 0.2 7,004 -426 2 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 0.2 980 +1 2 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.0% -0.0% 0.2 1,539 -241 2 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.2 1,393 -396 2 —
☆FTMA funds › PUTNAM ETF TRUST TRIM — 0.0% -0.0% 0.2 18,054 -1,909 2 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.2 734 +734 1 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.2 1,972 +1,032 2 —
☆INDB funds › INDEPENDENT BK CORP MASS TRIM — 0.0% -0.0% 0.2 1,944 -425 2 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.2 734 +734 1 —
☆HYS funds › PIMCO ETF TR ADD — 0.0% -0.0% 0.2 1,694 +1 2 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.0% +0.0% 0.2 1,084 +371 2 —
☆TPR funds › TAPESTRY INC TRIM — 0.0% -0.0% 0.2 1,060 -109 2 —
☆CORT funds › CORCEPT THERAPEUTICS INC TRIM — 0.0% +0.0% 0.2 1,774 -202 2 —
☆BOXX funds › EA SERIES TRUST HOLD — 0.0% -0.0% 0.2 1,313 +0 2 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% +0.0% 0.2 557 +69 2 —
☆AME funds › AMETEK INC HOLD — 0.0% +0.0% 0.2 633 +0 2 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC TRIM — 0.0% -0.0% 0.2 463 -214 2 —
☆IJS funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,118 +0 2 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.2 618 -59 2 —
☆GDX funds › VANECK ETF TRUST ADD — 0.0% -0.0% 0.1 1,975 +104 2 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 5,036 -749 2 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC TRIM — 0.0% -0.0% 0.1 5,890 -3,979 2 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,585 -19 2 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 2,673 +340 2 —
☆IWD funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 588 -14 2 —
☆SE funds › SEA LTD TRIM — 0.0% -0.0% 0.1 1,487 -195 2 —
☆WFC funds › WELLS FARGO & CO ADD — 0.0% +0.0% 0.1 1,706 +137 2 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.0% +0.0% 0.1 2,424 +466 2 —
☆PFFD funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.1 7,414 +2,506 2 —
☆MMM funds › 3M CO ADD — 0.0% +0.0% 0.1 852 +210 2 —
☆CM funds › CANADIAN IMPERIAL BANK OF CO ADD — 0.0% +0.0% 0.1 1,197 +4 2 —
☆CCI funds › CROWN CASTLE INC TRIM — 0.0% -0.0% 0.1 1,815 -122 2 —
☆RY funds › ROYAL BK CDA ADD — 0.0% +0.0% 0.1 664 +16 2 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.0% +0.0% 0.1 1,196 +111 2 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 0.0% -0.0% 0.1 3,176 +788 2 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 0.1 1,484 -39 2 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 0.1 1,136 +158 2 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.0% +0.0% 0.1 67 +7 2 —
☆WBD funds › WARNER BROS DISCOVERY INC TRIM — 0.0% -0.0% 0.1 4,957 -34 2 —
☆BALI funds › BLACKROCK ETF TRUST TRIM — 0.0% -0.0% 0.1 3,877 -144 2 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.0% -0.0% 0.1 1,182 +27 2 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.1 739 +15 2 —
☆TDY funds › TELEDYNE TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.1 195 -5 2 —
☆CMI funds › CUMMINS INC TRIM — 0.0% +0.0% 0.1 182 -5 2 —
☆CRM funds › SALESFORCE INC ADD — 0.0% +0.0% 0.1 824 +248 2 —
☆HYT funds › BLACKROCK CORPOR HI YLD FD I NEW — 0.0% +0.0% 0.1 15,070 +15,070 1 —
☆ENB funds › ENBRIDGE INC TRIM — 0.0% -0.0% 0.1 2,350 -139 2 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.1 745 +17 2 —
☆TMUS funds › T-MOBILE US INC ADD — 0.0% +0.0% 0.1 750 +333 2 —
☆IWV funds › ISHARES TR ADD — 0.0% +0.0% 0.1 292 +1 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.1 1,695 +1,449 2 —
☆IWN funds › ISHARES TR ADD — 0.0% +0.0% 0.1 547 +129 2 —
☆RVTY funds › REVVITY INC TRIM — 0.0% -0.0% 0.1 1,075 -342 2 —
☆VCLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.1 1,573 -16 2 —
☆FNDE funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 2,978 -1,477 2 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% +0.0% 0.1 862 +51 2 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.0% +0.0% 0.1 1,095 +48 2 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.1 440 +300 2 —
☆MFC funds › MANULIFE FINL CORP ADD — 0.0% +0.0% 0.1 2,849 +100 2 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% +0.0% 0.1 846 +398 2 —
☆FNDX funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 3,684 +0 2 —
☆NBIS funds › NEBIUS GROUP N.V. ADD — 0.0% +0.0% 0.1 412 +94 2 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% +0.0% 0.1 1,659 +39 2 —
☆HIMS funds › HIMS & HERS HEALTH INC ADD — 0.0% +0.0% 0.1 3,233 +75 2 —
☆CEF funds › SPROTT ASSET MANAGEMENT LP HOLD — 0.0% -0.0% 0.1 2,770 +0 2 —
☆SNOW funds › SNOWFLAKE INC ADD — 0.0% +0.0% 0.1 437 +233 2 —
☆EQT funds › EQT CORP TRIM — 0.0% -0.0% 0.1 2,075 -489 2 —
☆TGT funds › TARGET CORP ADD — 0.0% -0.0% 0.1 844 +3 2 —
☆OKE funds › ONEOK INC NEW TRIM — 0.0% -0.0% 0.1 1,263 -101 2 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.0% +0.0% 0.1 444 -8 2 —
☆VUSB funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.1 2,154 -1,274 2 —
☆BTZ funds › BLACKROCK CR ALLOCATION NEW — 0.0% +0.0% 0.1 10,477 +10,477 1 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.1 1,157 +25 2 —
☆SLB funds › SLB LIMITED ADD — 0.0% -0.0% 0.1 2,255 +54 2 —
☆IWO funds › ISHARES TR ADD — 0.0% +0.0% 0.1 266 +76 2 —
☆KMB funds › KIMBERLY-CLARK CORP TRIM — 0.0% -0.0% 0.1 944 -149 2 —
☆USFR funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.1 2,052 +0 2 —
☆CAGE funds › CALAMOS ETF TR NEW — 0.0% +0.0% 0.1 3,612 +3,612 1 —
☆BIZD funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.1 7,839 +4,129 2 —
☆CRL funds › CHARLES RIV LABS INTL INC TRIM — 0.0% +0.0% 0.1 437 -5 2 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% +0.0% 0.1 3,099 +618 2 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 3,532 +1 2 —
☆IMO funds › IMPERIAL OIL LTD ADD — 0.0% -0.0% 0.1 873 +5 2 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. ADD — 0.0% +0.0% 0.1 1,059 +35 2 —
☆NOW funds › SERVICENOW INC TRIM — 0.0% -0.0% 0.1 972 -76 2 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.1 538 +510 2 —
☆HTGC funds › HERCULES CAPITAL INC NEW — 0.0% +0.0% 0.1 6,045 +6,045 1 —
☆TSLS funds › DIREXION SHARES ETF TRUST ADD — 0.0% -0.0% 0.1 1,855 +26 2 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 983 +464 2 —
☆INTU funds › INTUIT ADD — 0.0% -0.0% 0.1 363 +86 2 —
☆WELL funds › WELLTOWER INC ADD — 0.0% +0.0% 0.1 412 +297 2 —
☆VST funds › VISTRA CORP ADD — 0.0% -0.0% 0.1 586 +15 2 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.1 1,831 -327 2 —
☆VIS funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.1 254 -20 2 —
☆SU funds › SUNCOR ENERGY INC NEW ADD — 0.0% -0.0% 0.1 1,693 +200 2 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% +0.0% 0.1 697 +416 2 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 2,464 +0 2 —
☆GSK funds › GSK PLC ADD — 0.0% -0.0% 0.1 1,673 +36 2 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.0% +0.0% 0.1 644 +644 1 —
☆WDC funds › WESTERN DIGITAL CORP ADD — 0.0% +0.0% 0.1 136 +77 2 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 732 +72 2 —
☆EUAD funds › SPINNAKER ETF SERIES HOLD — 0.0% -0.0% 0.1 2,033 +0 2 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 0.1 168 +14 2 —
☆EVX funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.1 2,072 +1,548 2 —
☆SUSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 3,402 +0 2 —
☆VONV funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.1 799 +799 1 —
☆VCR funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.1 213 +0 2 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.0% +0.0% 0.1 382 +58 2 —
☆CB funds › CHUBB LIMITED ADD — 0.0% +0.0% 0.1 244 +84 2 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.1 1,867 +1,313 2 —
☆SUSC funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 3,558 +0 2 —
☆QHY funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.1 1,785 -586 2 —
☆IDU funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 700 +0 2 —
☆GPC funds › GENUINE PARTS CO TRIM — 0.0% +0.0% 0.1 679 -8 2 —
☆WBS funds › WEBSTER FINL CORP HOLD — 0.0% +0.0% 0.1 1,046 +0 2 —
☆GSEU funds › GOLDMAN SACHS ETF TR ADD — 0.0% -0.0% 0.1 1,641 +31 2 —
☆DE funds › DEERE & CO ADD — 0.0% +0.0% 0.1 126 +22 2 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.0% -0.0% 0.1 644 -36 2 —
☆CRTC funds › DBX ETF TR TRIM — 0.0% -0.0% 0.1 2,031 -410 2 —
☆ICLN funds › ISHARES TR ADD — 0.0% +0.0% 0.1 3,852 +414 2 —
☆NWG funds › NATWEST GROUP PLC TRIM — 0.0% +0.0% 0.1 4,443 -219 2 —
☆RKLB funds › ROCKET LAB CORP ADD — 0.0% +0.0% 0.1 762 +2 2 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.0% -0.0% 0.1 402 -10 2 —
☆IYJ funds › ISHARES TR ADD — 0.0% +0.0% 0.1 456 +409 2 —
☆PICB funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 3,278 +0 2 —
☆NVO funds › NOVO-NORDISK A S ADD — 0.0% +0.0% 0.1 1,574 +260 2 —
☆BHP funds › BHP BILLITON LIMITED ADD — 0.0% +0.0% 0.1 906 +206 2 —
☆BWXT funds › BWX TECHNOLOGIES INC ADD — 0.0% +0.0% 0.1 388 +383 2 —
☆UMC funds › UNITED MICROELECTRONICS CORP ADD — 0.0% +0.0% 0.1 2,767 +485 2 —
☆EFAV funds › ISHARES TR ADD — 0.0% +0.0% 0.1 843 +696 2 —
☆MGC funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.1 269 +0 2 —
☆SOXX funds › ISHARES TR ADD — 0.0% +0.0% 0.1 114 +20 2 —
☆NBBK funds › NB BANCORP INC ADD — 0.0% -0.0% 0.1 3,459 +3 2 —
☆EFA funds › ISHARES TR ADD — 0.0% +0.0% 0.1 697 +33 2 —
☆WWJD funds › NORTHERN LTS FD TR IV TRIM — 0.0% -0.0% 0.1 1,897 -504 2 —
☆DBEF funds › DBX ETF TR NEW — 0.0% +0.0% 0.1 1,309 +1,309 1 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.1 568 -10 2 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD — 0.0% +0.0% 0.1 202 +81 2 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% +0.0% 0.1 1,120 +346 2 —
☆CLS funds › CELESTICA INC TRIM — 0.0% +0.0% 0.1 192 -14 2 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.1 595 +45 2 —
☆DRI funds › DARDEN RESTAURANTS INC ADD — 0.0% +0.0% 0.1 335 +14 2 —
☆XEL funds › XCEL ENERGY INC ADD — 0.0% -0.0% 0.1 837 +49 2 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% -0.0% 0.1 727 -233 2 —
☆WCN funds › WASTE CONNECTIONS INC ADD — 0.0% -0.0% 0.1 402 +5 2 —
☆VLUE funds › ISHARES TR ADD — 0.0% +0.0% 0.1 335 +1 2 —
☆FCFS funds › FIRSTCASH HOLDINGS INC HOLD — 0.0% +0.0% 0.1 309 +0 2 —
☆IYY funds › ISHARES TR ADD — 0.0% +0.0% 0.1 366 +12 2 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 2,612 -12 2 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.1 4,761 +422 2 —
☆FNDF funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.1 1,245 +0 2 —
☆PSA funds › PUBLIC STORAGE ADD — 0.0% +0.0% 0.1 206 +19 2 —
☆FDRR funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.1 1,005 +5 2 —
☆EOG funds › EOG RES INC ADD — 0.0% +0.0% 0.1 501 +405 2 —
☆WY funds › WEYERHAEUSER CO ADD — 0.0% -0.0% 0.1 2,711 +1 2 —
☆NGG funds › NATIONAL GRID PLC ADD — 0.0% +0.0% 0.1 781 +232 2 —
☆LITE funds › LUMENTUM HLDGS INC ADD — 0.0% +0.0% 0.1 75 +23 2 —
☆BE funds › BLOOM ENERGY CORP ADD — 0.0% +0.0% 0.1 210 +5 2 —
☆EFV funds › ISHARES TR ADD — 0.0% +0.0% 0.1 830 +250 2 —
☆RL funds › RALPH LAUREN CORP TRIM — 0.0% +0.0% 0.1 158 -4 2 —
☆ON funds › ON SEMICONDUCTOR CORP ADD — 0.0% +0.0% 0.1 664 +26 2 —
☆RITM funds › RITHM CAPITAL CORP ADD — 0.0% -0.0% 0.1 6,659 +218 2 —
☆BP funds › BP PLC ADD — 0.0% -0.0% 0.1 1,661 +180 2 —
☆LYV funds › LIVE NATION ENTERTAINMENT IN ADD — 0.0% +0.0% 0.1 335 +42 2 —
☆SBR funds › SABINE RTY TR ADD — 0.0% -0.0% 0.1 836 +15 2 —
☆SMMD funds › ISHARES TR ADD — 0.0% +0.0% 0.1 666 +1 2 —
☆OACP funds › UNIFIED SER TR HOLD — 0.0% -0.0% 0.1 2,680 +0 2 —

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 1,454 1981 0.13 69% 0.100 0.761 — in
2026Q1 1,326 1826 0.13 69% 0.089 0.755 — entered
2025Q4 1,285 1565 0.00 66% 0.094 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