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☆Vise Technologies, Inc.

CIK 0001812090 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.362
AUM ($M)
8,829
Positions
1774
Turnover
0.24
Top-10 wt
22%
Herfindahl
0.008
History (qtrs)
5
Excess Return
—

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Security type

Holdings · 500 of 1974 positions (showing top 500 by weight) · portfolio value $8,829M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 4.5% -2.4% 396.5 4,839,412 +97,375 4 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.5% -0.4% 222.7 1,112,915 +311,505 4 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 2.1% -0.5% 185.4 4,495,210 +1,086,911 4 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 2.1% +0.4% 184.3 2,237,685 +979,958 4 —
☆DFLV funds › DIMENSIONAL ETF TRUST ADD — 2.1% +0.3% 181.6 4,593,828 +2,013,044 4 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 1.9% -0.3% 166.7 3,490,783 +1,216,216 4 —
☆SGOV funds › ISHARES TR ADD — 1.8% +1.5% 162.0 1,609,405 +1,453,600 4 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 1.8% -0.3% 155.3 3,679,427 +1,221,104 4 —
☆MSFT funds › MICROSOFT CORP ADD — 1.6% -0.6% 140.3 375,993 +145,559 4 —
☆GOOGL funds › ALPHABET INC ADD — 1.6% +0.2% 137.9 385,811 +159,144 3 —
☆IVV funds › ISHARES TR ADD — 1.5% +0.4% 129.2 172,579 +90,854 4 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 1.4% -0.4% 119.2 2,965,059 +294,581 4 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 1.0% -0.1% 90.7 1,786,825 +624,554 4 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 1.0% +0.4% 86.5 1,272,182 +795,430 4 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.0% +0.5% 85.3 124,172 +87,643 4 —
☆AVGO funds › BROADCOM INC ADD — 1.0% +0.0% 84.7 224,337 +83,958 4 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.9% +0.1% 82.5 251,991 +119,974 4 —
☆IVW funds › ISHARES TR ADD — 0.9% +0.4% 81.9 595,611 +368,653 4 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.9% -0.3% 77.2 895,910 +776,594 4 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 0.9% +0.1% 77.0 1,846,253 +818,159 4 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.8% +0.4% 72.7 1,020,670 +686,717 4 —
☆IUSB funds › ISHARES TR ADD — 0.8% +0.6% 71.9 1,557,969 +1,314,169 4 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.8% +0.6% 71.2 810,572 +710,026 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.8% +0.1% 71.2 300,872 +131,259 4 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.8% -0.1% 69.9 188,858 +60,046 4 —
☆GOOG funds › ALPHABET INC ADD — 0.8% +0.1% 67.2 190,125 +85,210 4 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.7% +0.6% 66.1 57,298 +30,462 4 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.7% +0.0% 63.9 1,183,164 +450,189 4 —
☆META funds › META PLATFORMS INC ADD — 0.7% -0.3% 61.1 108,485 +34,453 4 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.7% +0.3% 60.7 81,346 +49,420 4 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.7% -0.0% 59.7 1,000,292 +352,985 4 —
☆DFAR funds › DIMENSIONAL ETF TRUST ADD — 0.6% -0.1% 57.3 2,191,582 +495,017 4 —
☆DFIS funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.0% 55.4 1,582,555 +666,311 4 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.6% +0.2% 53.8 211,863 +110,745 4 —
☆DFEV funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.5% 53.8 1,259,797 +1,059,296 4 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.6% +0.1% 51.3 107,319 +18,588 4 —
☆WMT funds › WALMART INC ADD — 0.6% -0.0% 49.3 435,170 +159,829 4 —
☆CAT funds › CATERPILLAR INC ADD — 0.5% +0.3% 47.1 44,237 +20,449 4 —
☆TSLA funds › TESLA INC ADD — 0.5% -0.1% 46.8 111,315 +35,508 4 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 0.5% +0.4% 45.9 870,180 +627,612 4 —
☆IEMG funds › ISHARES INC ADD — 0.5% +0.1% 45.3 546,575 +271,462 4 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.5% +0.3% 44.4 203,963 +152,849 4 —
☆CSCO funds › CISCO SYS INC ADD — 0.5% +0.2% 44.0 374,283 +173,942 4 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.5% +0.3% 43.8 101,038 +40,052 4 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.5% +0.2% 43.0 314,538 +177,276 4 —
☆LLY funds › ELI LILLY & CO ADD — 0.5% -0.0% 41.2 34,353 +10,795 4 —
☆V funds › VISA INC ADD — 0.5% -0.0% 41.1 119,693 +44,905 4 —
☆MBB funds › ISHARES TR ADD — 0.5% +0.1% 40.6 429,639 +222,128 4 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 0.4% +0.4% 37.6 1,026,540 +1,026,540 1 —
☆GOVT funds › ISHARES TR ADD — 0.4% +0.2% 34.7 1,524,956 +1,195,324 4 —
☆IVE funds › ISHARES TR ADD — 0.4% +0.2% 34.6 152,586 +117,058 4 —
☆ITOT funds › ISHARES TR ADD — 0.4% -0.0% 34.1 207,455 +61,948 4 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.4% -0.2% 33.6 406,927 +54,473 4 —
☆AGG funds › ISHARES TR ADD — 0.4% -0.0% 33.4 337,480 +140,080 4 —
☆MTUM funds › ISHARES TR ADD — 0.4% +0.2% 33.3 96,996 +63,636 4 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.4% +0.1% 32.2 438,498 +256,381 4 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 31.8 602,570 +150,319 3 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.4% -0.2% 31.4 532,352 +57,193 4 —
☆MUB funds › ISHARES TR ADD — 0.3% -0.0% 30.6 284,540 +112,727 4 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 29.8 118,244 +50,088 4 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.3% -0.2% 29.2 602,669 +67,270 4 —
☆IEFA funds › ISHARES TR ADD — 0.3% -0.0% 29.0 299,991 +110,132 4 —
☆THRO funds › BLACKROCK ETF TRUST ADD — 0.3% +0.2% 28.6 662,531 +464,840 4 —
☆MRK funds › MERCK & CO INC ADD — 0.3% +0.1% 28.0 217,819 +107,142 4 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.3% +0.1% 27.1 163,690 +96,851 4 —
☆HD funds › HOME DEPOT INC ADD — 0.3% +0.0% 26.9 76,257 +33,922 4 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.3% +0.0% 26.1 144,193 +63,465 4 —
☆ASML funds › ASML HLDG NV ADD — 0.3% +0.1% 26.1 13,109 +3,739 4 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.3% -0.1% 26.1 515,317 +148,923 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.3% +0.0% 26.0 27,775 +11,446 4 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.2% 25.7 441,537 +36,895 4 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.3% +0.2% 23.7 111,592 +106,541 4 —
☆SCHC funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.1% 23.6 491,169 +59,846 4 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% -0.1% 22.9 289,724 +90,994 4 —
☆ORCL funds › ORACLE CORP ADD — 0.2% -0.1% 21.3 145,215 +67,678 4 —
☆FELC funds › FIDELITY COVINGTON TRUST NEW — 0.2% +0.2% 21.1 504,262 +504,262 1 —
☆EFG funds › ISHARES TR ADD — 0.2% +0.2% 20.9 168,077 +140,595 4 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.1% 20.8 40,445 +10,822 4 —
☆SMTH funds › ALPS ETF TR ADD ETP 0.2% -0.0% 20.4 790,997 +326,117 4 —
☆QUAL funds › ISHARES TR ADD — 0.2% +0.0% 20.1 91,638 +34,132 4 —
☆PBFR funds › PGIM ROCK ETF TR ADD — 0.2% -0.1% 19.9 648,381 +51,494 4 —
☆FLEX funds › FLEX LTD ADD — 0.2% +0.1% 19.3 119,304 +2,380 4 —
☆FMHI funds › FIRST TR EXCH TRADED FD III ADD — 0.2% +0.1% 19.3 398,018 +281,221 4 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.1% 19.3 434,973 +43,775 4 —
☆KLAC funds › KLA CORP ADD — 0.2% +0.1% 19.2 63,745 +60,476 4 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 19.2 51,314 +15,583 4 —
☆CLS funds › CELESTICA INC TRIM — 0.2% -0.1% 19.1 52,378 -1,592 4 —
☆EFV funds › ISHARES TR ADD — 0.2% +0.1% 18.9 246,568 +192,554 4 —
☆TLH funds › ISHARES TR ADD — 0.2% +0.0% 18.7 186,292 +94,494 4 —
☆LMUB funds › ISHARES TR NEW — 0.2% +0.2% 18.2 356,058 +356,058 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% -0.0% 18.1 64,406 +23,285 4 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.2% +0.1% 17.9 422,148 +236,012 4 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.2% +0.2% 17.8 632,999 +632,999 1 —
☆WELL funds › WELLTOWER INC ADD — 0.2% +0.0% 17.7 78,142 +35,252 4 —
☆SHLD funds › GLOBAL X FDS ADD — 0.2% +0.1% 17.6 295,524 +246,643 4 —
☆GEV funds › GE VERNOVA INC ADD — 0.2% +0.1% 17.4 14,846 +5,233 4 —
☆TJX funds › TJX COS INC NEW ADD — 0.2% +0.1% 17.4 114,706 +70,266 4 —
☆LRGF funds › ISHARES TR ADD — 0.2% +0.1% 17.4 229,518 +139,742 4 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.0% 17.2 41,380 +17,718 4 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 16.8 114,399 +35,040 4 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% -0.0% 16.5 16,359 +4,246 4 —
☆WFC funds › WELLS FARGO & CO ADD — 0.2% -0.0% 15.9 192,201 +78,714 4 —
☆INTC funds › INTEL CORP ADD — 0.2% +0.1% 15.9 113,613 +61,672 4 —
☆BITB funds › BITWISE BITCOIN ETF TR ADD — 0.2% +0.0% 15.8 495,604 +330,218 4 —
☆SPTI funds › SPDR SERIES TRUST ADD — 0.2% +0.2% 15.6 548,324 +506,394 3 —
☆MS funds › MORGAN STANLEY ADD — 0.2% +0.0% 15.5 73,977 +25,991 4 —
☆PEP funds › PEPSICO INC ADD — 0.2% -0.0% 15.4 114,072 +47,807 4 —
☆KO funds › COCA COLA CO ADD — 0.2% +0.0% 15.3 188,098 +72,856 4 —
☆PYLD funds › PIMCO ETF TR ADD — 0.2% +0.2% 15.3 575,329 +556,163 3 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.2% +0.1% 15.2 120,100 +73,608 4 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.1% 15.2 515,189 +13,382 4 —
☆IWF funds › ISHARES TR ADD — 0.2% -0.0% 14.9 120,302 +101,521 4 —
☆CB funds › CHUBB LIMITED ADD — 0.2% +0.1% 14.7 43,044 +25,618 4 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% -0.1% 14.6 204,514 +36,638 4 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.3% 14.4 261,922 -221,562 4 —
☆IMTM funds › ISHARES TR ADD — 0.2% -0.0% 14.3 268,566 +48,391 4 —
☆CUSIP:02072Q176 funds › EA SERIES TRUST NEW — 0.2% +0.2% 14.3 279,893 +279,893 1 —
☆QCOM funds › QUALCOMM INC ADD — 0.2% +0.0% 14.2 76,611 +32,019 4 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 14.1 46,525 +15,092 4 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.0% 14.0 73,695 +34,581 4 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.2% +0.1% 14.0 32,370 +14,081 4 —
☆SNDK funds › SANDISK CORP ADD — 0.2% +0.1% 13.9 6,102 +3,420 4 —
☆T funds › AT&T INC ADD — 0.2% +0.1% 13.8 668,719 +451,714 4 —
☆C funds › CITIGROUP INC ADD — 0.2% +0.0% 13.8 98,629 +43,203 4 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.1% 13.6 169,118 +152,043 4 —
☆MUNI funds › PIMCO ETF TR NEW — 0.1% +0.1% 13.2 251,564 +251,564 1 —
☆CMI funds › CUMMINS INC ADD — 0.1% +0.1% 13.0 18,171 +9,376 4 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% +0.0% 12.8 100,970 +58,107 4 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 12.5 29,330 +8,152 4 —
☆USVM funds › VICTORY PORTFOLIOS II ADD — 0.1% -0.0% 12.5 113,671 +31,705 4 —
☆CUSIP:02072Q358 funds › EA SERIES TRUST NEW — 0.1% +0.1% 12.4 233,703 +233,703 1 —
☆URI funds › UNITED RENTALS INC ADD — 0.1% -0.0% 12.3 10,820 +681 4 —
☆BLK funds › BLACKROCK INC ADD — 0.1% +0.0% 12.2 12,720 +7,474 4 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 12.1 99,914 +6,683 4 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% -0.1% 12.0 148,203 -15,019 4 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 11.5 228,141 +228,141 1 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 11.4 71,958 +23,956 4 —
☆EMB funds › ISHARES TR ADD — 0.1% -0.1% 11.3 116,936 +11,351 4 —
☆IWB funds › ISHARES TR ADD — 0.1% -0.0% 11.3 27,538 +8,901 4 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 11.2 404,364 +118,648 4 —
☆IAGG funds › ISHARES TR ADD — 0.1% +0.0% 11.1 218,843 +104,951 4 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.1% 10.9 69,515 +55,256 4 —
☆SNX funds › TD SYNNEX CORPORATION ADD — 0.1% +0.1% 10.8 40,490 +32,176 4 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 10.7 211,096 +181,412 4 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% -0.0% 10.6 147,156 +34,273 4 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.1% 10.5 134,375 +97,381 4 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% -0.1% 10.4 122,005 +7,842 4 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 10.4 201,633 +65,616 4 —
☆GLW funds › CORNING INC ADD — 0.1% +0.1% 10.4 40,530 +17,318 4 —
☆HIG funds › HARTFORD INSURANCE GROUP INC ADD — 0.1% +0.1% 10.3 77,647 +56,896 4 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.1% +0.0% 10.2 202,430 +110,517 4 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 10.2 34,162 +10,986 4 —
☆SCHH funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.1% 10.0 423,519 +5,464 4 —
☆EMR funds › EMERSON ELEC CO ADD — 0.1% +0.1% 10.0 69,791 +49,107 4 —
☆LIN funds › LINDE PLC ADD — 0.1% +0.0% 10.0 19,249 +6,142 4 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.1% 9.9 184,841 +161,202 4 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.1% -0.2% 9.7 83,557 +5,104 4 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.1% -0.1% 9.7 133,863 +15,152 4 —
☆UYLD funds › ANGEL OAK FUNDS TRUST ADD — 0.1% +0.0% 9.6 188,678 +102,857 4 —
☆BUD funds › ANHEUSER BUSCH INBEV SA NV ADD — 0.1% +0.1% 9.6 116,502 +78,797 4 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% +0.0% 9.6 18,793 +11,024 4 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.2% 9.4 242,314 -210,924 4 —
☆FENI funds › FIDELITY COVINGTON TRUST NEW — 0.1% +0.1% 9.3 231,135 +231,135 1 —
☆USHY funds › ISHARES TR ADD — 0.1% -0.0% 9.3 250,345 +65,871 4 —
☆SPMB funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 9.2 414,577 +281,982 4 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% -0.1% 9.2 24,846 +4,084 4 —
☆PZA funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.1% 9.1 386,729 +319,092 4 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 9.1 174,840 +62,330 4 —
☆WDC funds › WESTERN DIGITAL CORP ADD — 0.1% +0.1% 8.9 13,997 +5,422 4 —
☆FMB funds › FIRST TR EXCH TRADED FD III NEW — 0.1% +0.1% 8.7 169,893 +169,893 1 —
☆OEF funds › ISHARES TR ADD — 0.1% -0.1% 8.7 23,842 +756 4 —
☆BTI funds › BRITISH AMERN TOB PLC ADD — 0.1% +0.0% 8.4 136,251 +61,315 4 —
☆EMGF funds › ISHARES INC ADD — 0.1% +0.0% 8.4 114,547 +37,913 4 —
☆IJH funds › ISHARES TR ADD — 0.1% +0.0% 8.2 106,416 +50,137 4 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 8.2 30,307 +10,154 4 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.1% +0.0% 8.2 141,913 +69,775 4 —
☆FTMS funds › PUTNAM ETF TRUST ADD — 0.1% +0.0% 8.1 817,591 +546,176 3 —
☆SO funds › SOUTHERN CO ADD — 0.1% +0.0% 8.1 84,267 +40,538 4 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 8.0 91,481 +18,272 4 —
☆UNP funds › UNION PAC CORP ADD — 0.1% +0.0% 8.0 29,420 +13,726 4 —
☆PLD funds › PROLOGIS INC. ADD — 0.1% +0.0% 8.0 59,031 +34,311 4 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.1% 8.0 26,770 +14,314 4 —
☆SMMU funds › PIMCO ETF TR ADD — 0.1% -0.1% 7.9 157,391 +9,757 4 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.1% -0.0% 7.8 53,698 +12,296 4 —
☆EBAY funds › EBAY INC. ADD — 0.1% -0.0% 7.8 70,053 +13,307 4 —
☆INTF funds › ISHARES TR ADD — 0.1% -0.0% 7.7 187,076 +56,971 4 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.1% +0.1% 7.6 7,924 +1,796 4 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 7.6 151,112 +94,859 4 —
☆JMOM funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 7.6 89,189 +35,831 4 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.1% 7.6 174,742 +168,292 3 —
☆BABA funds › ALIBABA GROUP HLDG LTD ADD — 0.1% -0.1% 7.6 78,887 +2,736 4 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% +0.0% 7.6 21,368 +8,508 4 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 7.6 314,153 +96,548 4 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.1% 7.6 223,127 +172,053 4 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO ADD — 0.1% -0.0% 7.5 375,841 +64,046 4 —
☆IAU funds › ISHARES GOLD TR ADD — 0.1% +0.0% 7.3 97,319 +49,645 4 —
☆GSK funds › GSK PLC ADD — 0.1% +0.0% 7.2 138,125 +95,454 4 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 7.2 75,159 +25,696 4 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 7.2 69,464 +21,402 4 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 7.2 271,634 +47,855 4 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 7.2 78,923 +35,102 4 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.1% +0.0% 7.2 21,010 +6,640 4 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 7.1 86,550 +86,550 1 —
☆USMV funds › ISHARES TR ADD — 0.1% -0.0% 7.1 73,191 +23,033 4 —
☆SSUS funds › STRATEGY SHS ADD — 0.1% -0.0% 7.1 127,534 +33,839 4 —
☆LOW funds › LOWES COS INC ADD — 0.1% -0.0% 7.0 31,535 +7,407 4 —
☆NVS funds › NOVARTIS AG ADD — 0.1% -0.0% 7.0 44,366 +8,089 4 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 6.9 208,005 +119,288 4 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.1% +0.0% 6.9 151,966 +113,399 3 —
☆IBN funds › ICICI BANK LIMITED ADD — 0.1% -0.0% 6.9 238,099 +39,858 4 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.1% +0.0% 6.8 74,626 +29,956 4 —
☆IWD funds › ISHARES TR ADD — 0.1% -0.0% 6.8 28,070 +6,123 4 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.1% +0.0% 6.7 25,030 +7,430 4 —
☆TMUS funds › T-MOBILE US INC ADD — 0.1% -0.1% 6.7 40,073 +4,300 4 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 6.7 272,221 +156,062 4 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.1% +0.0% 6.7 60,505 +40,014 4 —
☆CTAS funds › CINTAS CORP ADD — 0.1% +0.0% 6.7 39,332 +26,457 4 —
☆IGIB funds › ISHARES TR ADD — 0.1% -0.0% 6.7 125,443 +44,347 4 —
☆RY funds › ROYAL BK CDA ADD — 0.1% -0.0% 6.6 32,102 +2,645 4 —
☆USB funds › US BANCORP ADD — 0.1% +0.0% 6.6 109,512 +60,011 4 —
☆DGRW funds › WISDOMTREE TR ADD — 0.1% +0.0% 6.5 68,238 +44,272 4 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 6.5 77,285 +15,880 4 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 6.4 106,068 +44,241 4 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.1% +0.0% 6.4 28,807 +14,038 4 —
☆SU funds › SUNCOR ENERGY INC NEW ADD — 0.1% -0.0% 6.4 118,962 +13,747 4 —
☆NI funds › NISOURCE INC ADD — 0.1% +0.1% 6.4 133,817 +121,882 4 —
☆ENB funds › ENBRIDGE INC ADD — 0.1% +0.0% 6.4 117,275 +59,158 4 —
☆HDB funds › HDFC BANK LTD TRIM — 0.1% -0.2% 6.3 244,314 -105,951 4 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.1% +0.1% 6.2 54,201 +42,982 4 —
☆BOXX funds › EA SERIES TRUST ADD — 0.1% +0.0% 6.2 52,809 +25,291 4 —
☆HSBC funds › HSBC HLDGS PLC ADD — 0.1% -0.0% 6.1 64,551 +5,686 4 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.1% -0.1% 6.1 34,425 +33,277 4 —
☆DFSU funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 6.1 131,054 +74,465 4 —
☆CVS funds › CVS HEALTH CORP ADD — 0.1% +0.0% 6.1 58,892 +24,741 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% +0.0% 6.0 7,869 +1,970 4 —
☆BX funds › BLACKSTONE INC ADD — 0.1% -0.1% 6.0 50,991 +5,165 4 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 6.0 24,686 +3,236 4 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.1% +0.0% 6.0 95,200 +48,660 4 —
☆HCA funds › HCA HEALTHCARE INC ADD — 0.1% -0.1% 6.0 15,333 +2,335 4 —
☆IWM funds › ISHARES TR ADD — 0.1% +0.0% 6.0 19,830 +9,945 4 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% -0.0% 5.9 6,079 +1,577 4 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 5.9 65,806 +13,326 4 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 5.9 37,150 +29,280 4 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD — 0.1% +0.1% 5.9 131,648 +125,705 3 —
☆SMFG funds › SUMITOMO MITSUI FIN GRP INC ADD — 0.1% -0.0% 5.9 248,161 +39,454 4 —
☆TD funds › TORONTO DOMINION BK ONT ADD — 0.1% -0.0% 5.8 48,083 +3,349 4 —
☆IWV funds › ISHARES TR ADD — 0.1% +0.0% 5.8 13,545 +5,964 4 —
☆IYW funds › ISHARES TR ADD — 0.1% +0.0% 5.8 22,885 +15,533 4 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 5.8 23,384 +12,286 4 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.1% +0.1% 5.7 121,347 +105,551 3 —
☆CAOS funds › EA SERIES TRUST NEW — 0.1% +0.1% 5.7 63,274 +63,274 1 —
☆MCK funds › MCKESSON CORP ADD — 0.1% -0.0% 5.7 7,527 +2,056 4 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.1% +0.0% 5.6 16,828 +7,414 4 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.1% -0.0% 5.6 25,767 +9,306 4 —
☆SOXL funds › DIREXION SHARES ETF TRUST NEW — 0.1% +0.1% 5.6 21,100 +21,100 1 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.1% +0.0% 5.6 10,915 +5,343 4 —
☆DE funds › DEERE & CO ADD — 0.1% +0.0% 5.6 8,764 +2,499 4 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% -0.0% 5.5 13,938 +5,815 4 —
☆EAGG funds › ISHARES TR ADD — 0.1% +0.0% 5.5 116,709 +93,517 4 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 5.4 27,540 +8,977 4 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% -0.0% 5.4 215,630 +55,223 4 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 5.4 148,141 +27,218 4 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.1% -0.0% 5.3 11,649 +315 4 —
☆SAP funds › SAP SE ADD — 0.1% -0.1% 5.3 34,555 +11,376 4 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 5.3 54,885 +13,190 4 —
☆MPC funds › MARATHON PETE CORP ADD — 0.1% +0.0% 5.3 20,628 +6,598 4 —
☆ESGU funds › ISHARES TR ADD — 0.1% +0.0% 5.3 32,222 +22,496 4 —
☆HIDE funds › EA SERIES TRUST NEW — 0.1% +0.1% 5.2 218,005 +218,005 1 —
☆NEM funds › NEWMONT CORP ADD — 0.1% -0.0% 5.1 55,061 +13,594 4 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 5.1 147,698 +18,906 4 —
☆CRM funds › SALESFORCE INC ADD — 0.1% -0.1% 5.1 32,800 +1,670 4 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 5.1 42,757 +39,531 4 —
☆DIVI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.1% +0.1% 5.1 118,704 +110,181 3 —
☆EOG funds › EOG RES INC ADD — 0.1% +0.0% 5.0 38,901 +24,612 4 —
☆STT funds › STATE STR CORP ADD — 0.1% +0.0% 5.0 29,520 +24,500 4 —
☆GDMA funds › EA SERIES TRUST ADD — 0.1% +0.0% 5.0 115,198 +66,106 3 —
☆CI funds › THE CIGNA GROUP ADD — 0.1% +0.0% 5.0 18,091 +9,317 4 —
☆GSLC funds › GOLDMAN SACHS ETF TR ADD — 0.1% -0.0% 5.0 35,145 +1,915 4 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 5.0 55,219 +55,219 1 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 5.0 132,870 +28,059 3 —
☆PSX funds › PHILLIPS 66 ADD — 0.1% +0.0% 4.9 29,277 +8,950 4 —
☆CFA funds › VICTORY PORTFOLIOS II NEW — 0.1% +0.1% 4.9 50,010 +50,010 1 —
☆XEL funds › XCEL ENERGY INC ADD — 0.1% +0.0% 4.9 60,934 +40,202 4 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.1% +0.0% 4.9 14,162 +6,182 4 —
☆KB funds › KB FINL GROUP INC ADD — 0.1% -0.0% 4.9 46,408 +9,405 4 —
☆QMOM funds › EA SERIES TRUST ADD — 0.1% +0.0% 4.9 61,678 +55,983 3 —
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 4.8 154,216 +34,796 4 —
☆UMC funds › UNITED MICROELECTRONICS CORP ADD — 0.1% +0.0% 4.8 174,880 +32,646 4 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% +0.0% 4.7 43,883 +24,735 4 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% -0.0% 4.7 15,483 +3,272 4 —
☆FRMM funds › FORUM MARKETS INC NEW — 0.1% +0.1% 4.7 857,141 +857,141 1 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.1% +0.0% 4.6 9,441 +4,656 4 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 4.6 92,461 +53,765 4 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.1% +0.0% 4.6 39,370 +26,329 4 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.1% -0.0% 4.6 49,754 +18,671 4 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.1% +0.0% 4.6 2,313 +1,561 4 —
☆IJR funds › ISHARES TR ADD — 0.1% +0.0% 4.6 30,830 +15,740 4 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.1% -0.0% 4.6 9,112 +1,405 4 —
☆WMB funds › WILLIAMS COS INC ADD — 0.1% -0.0% 4.6 61,433 +15,015 4 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 4.5 122,690 +21,796 4 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA ADD — 0.1% -0.0% 4.5 180,910 +40,478 3 —
☆FRDM funds › EA SERIES TRUST ADD — 0.1% +0.0% 4.5 62,077 +42,823 3 —
☆IVLU funds › ISHARES TR ADD — 0.1% -0.0% 4.5 107,822 +33,454 4 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS ADD — 0.1% +0.0% 4.5 44,658 +19,278 3 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.1% +0.0% 4.5 152,706 +92,779 3 —
☆TFC funds › TRUIST FINL CORP ADD — 0.1% +0.0% 4.4 89,062 +48,277 4 —
☆DWAS funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 4.4 34,817 -3,619 4 —
☆SCZ funds › ISHARES TR ADD — 0.1% -0.0% 4.4 53,741 +13,962 4 —
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 4.4 80,221 +74,742 3 —
☆EXC funds › EXELON CORP ADD — 0.0% +0.0% 4.4 93,540 +46,285 4 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% -0.0% 4.4 21,722 +4,720 4 —
☆IDEF funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 4.4 136,936 +136,936 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 4.3 76,285 +13,086 4 —
☆MDT funds › MEDTRONIC PLC ADD — 0.0% -0.0% 4.3 55,057 +27,134 4 —
☆HAS funds › HASBRO INC NEW — 0.0% +0.0% 4.3 52,059 +52,059 1 —
☆EFA funds › ISHARES TR ADD — 0.0% +0.0% 4.3 41,271 +19,050 4 —
☆NRG funds › NRG ENERGY INC ADD — 0.0% -0.0% 4.3 29,267 +1,685 4 —
☆QVAL funds › EA SERIES TRUST ADD — 0.0% +0.0% 4.3 77,055 +71,039 3 —
☆EXPE funds › EXPEDIA GROUP INC ADD — 0.0% -0.0% 4.3 16,641 +1,998 4 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 4.2 84,067 +46,587 4 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.0% -0.0% 4.2 24,264 +6,996 4 —
☆FEOE funds › RBB FUND TRUST NEW — 0.0% +0.0% 4.2 78,638 +78,638 1 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 4.2 31,098 +31,098 1 —
☆DGRO funds › ISHARES TR ADD — 0.0% -0.0% 4.2 54,907 +4,271 4 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 4.2 88,754 +36,989 4 —
☆NOW funds › SERVICENOW INC ADD — 0.0% -0.1% 4.2 41,824 +7,817 4 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.0% +0.0% 4.1 84,129 +48,033 3 —
☆EMXC funds › ISHARES INC ADD — 0.0% -0.0% 4.1 40,035 +7,244 3 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 4.1 39,964 +13,054 4 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 4.0 51,785 -1,460 4 —
☆TROW funds › PRICE T ROWE GROUP INC ADD — 0.0% +0.0% 4.0 35,079 +32,602 4 —
☆APP funds › APPLOVIN CORP ADD — 0.0% -0.0% 4.0 7,705 +1,758 4 —
☆EA funds › ELECTRONIC ARTS INC ADD — 0.0% +0.0% 4.0 19,328 +8,459 4 —
☆FDX funds › FEDEX CORP ADD — 0.0% +0.0% 3.9 12,521 +5,025 4 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.0% -0.0% 3.9 7,882 +2,623 4 —
☆ASX funds › ASE TECHNOLOGY HLDG CO LTD ADD — 0.0% +0.0% 3.9 86,075 +24,937 4 —
☆INTU funds › INTUIT ADD — 0.0% -0.1% 3.9 14,867 +6,593 4 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.0% +0.0% 3.9 9,341 +5,864 4 —
☆EMBD funds › GLOBAL X FDS NEW — 0.0% +0.0% 3.9 161,475 +161,475 1 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.0% -0.0% 3.9 148,426 +57,351 4 —
☆EQIX funds › EQUINIX INC ADD — 0.0% +0.0% 3.8 3,686 +1,631 4 —
☆DAL funds › DELTA AIR LINES INC ADD — 0.0% +0.0% 3.8 40,940 +19,970 4 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% +0.0% 3.8 14,165 +5,458 4 —
☆COHR funds › COHERENT CORP ADD — 0.0% +0.0% 3.8 9,667 +6,826 4 —
☆CDC funds › VICTORY PORTFOLIOS II NEW — 0.0% +0.0% 3.8 50,995 +50,995 1 —
☆IJS funds › ISHARES TR ADD — 0.0% +0.0% 3.8 27,741 +15,630 4 —
☆BOND funds › PIMCO ETF TR NEW — 0.0% +0.0% 3.8 41,056 +41,056 1 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.0% -0.0% 3.8 9,293 +1,360 4 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 0.0% +0.0% 3.8 88,827 +32,322 4 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 3.8 77,713 +37,662 4 —
☆FPEI funds › FIRST TR EXCH TRADED FD III NEW — 0.0% +0.0% 3.8 194,637 +194,637 1 —
☆DHI funds › D R HORTON INC ADD — 0.0% +0.0% 3.8 23,034 +8,109 4 —
☆SYK funds › STRYKER CORPORATION ADD — 0.0% -0.0% 3.7 11,844 +3,437 4 —
☆JPUS funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 3.7 26,562 +3,053 4 —
☆SUB funds › ISHARES TR ADD — 0.0% -0.0% 3.7 34,747 +14,433 4 —
☆SHOP funds › SHOPIFY INC TRIM — 0.0% -0.1% 3.7 32,401 -2,043 4 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.0% -0.0% 3.7 149,868 +33,119 4 —
☆EME funds › EMCOR GROUP INC ADD — 0.0% +0.0% 3.7 4,429 +1,956 4 —
☆SOXX funds › ISHARES TR ADD — 0.0% +0.0% 3.7 5,724 +1,240 3 —
☆CM funds › CANADIAN IMPERIAL BANK OF CO ADD — 0.0% -0.0% 3.7 31,841 +1,339 4 —
☆MKSI funds › MKS INC. ADD — 0.0% +0.0% 3.7 8,211 +2,904 4 —
☆FFIV funds › F5 INC ADD — 0.0% +0.0% 3.6 8,632 +729 4 —
☆HEDG funds › SERIES PORTFOLIOS TR ADD — 0.0% -0.0% 3.6 119,385 +25,561 3 —
☆ROST funds › ROSS STORES INC ADD — 0.0% +0.0% 3.6 16,791 +7,099 4 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC ADD — 0.0% -0.0% 3.6 372,957 +69,419 4 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.0% +0.0% 3.6 9,503 +3,303 4 —
☆FLIA funds › FRANKLIN TEMPLETON ETF TR ADD — 0.0% +0.0% 3.5 172,935 +85,890 4 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.0% -0.1% 3.5 28,472 +10,431 4 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 3.5 33,070 +18,155 4 —
☆SAN funds › BANCO SANTANDER SA ADD — 0.0% -0.0% 3.5 254,188 +75,962 4 —
☆DSI funds › ISHARES TR ADD — 0.0% +0.0% 3.5 24,616 +22,222 3 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 3.5 94,907 +1,712 4 —
☆MFC funds › MANULIFE FINL CORP TRIM — 0.0% -0.0% 3.5 86,063 -5,599 4 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 3.5 11,364 +7,491 4 —
☆RCL funds › ROYAL CARIBBEAN GROUP ADD — 0.0% -0.0% 3.5 10,959 +813 4 —
☆IGSB funds › ISHARES TR ADD — 0.0% -0.0% 3.5 66,029 +25,351 4 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% +0.0% 3.5 31,991 +19,956 4 —
☆IX funds › ORIX CORP ADD — 0.0% +0.0% 3.4 90,551 +23,562 4 —
☆QQEW funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 3.4 21,558 +21,558 1 —
☆CDL funds › VICTORY PORTFOLIOS II NEW — 0.0% +0.0% 3.4 44,354 +44,354 1 —
☆DFCA funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 3.4 68,467 +14,296 3 —
☆SONY funds › SONY GROUP CORP TRIM — 0.0% -0.0% 3.4 171,162 -4,395 4 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 3.4 107,752 +5,298 4 —
☆FPXI funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 3.4 40,685 +40,685 1 —
☆MMM funds › 3M CO ADD — 0.0% -0.0% 3.4 20,897 +4,072 4 —
☆MCO funds › MOODYS CORP ADD — 0.0% -0.0% 3.4 7,463 +2,464 4 —
☆GWW funds › WW GRAINGER INC ADD — 0.0% +0.0% 3.4 2,482 +955 4 —
☆TM funds › TOYOTA MOTOR CORP TRIM — 0.0% -0.1% 3.3 19,877 -2,708 4 —
☆B funds › BARRICK MNG CORP ADD — 0.0% -0.0% 3.3 90,640 +28,904 4 —
☆FHN funds › FIRST HORIZON CORPORATION ADD — 0.0% -0.0% 3.3 129,751 +12,423 4 —
☆MINO funds › PIMCO ETF TR NEW — 0.0% +0.0% 3.3 72,498 +72,498 1 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% +0.0% 3.3 12,684 +5,524 4 —
☆MRSH funds › MARSH & MCLENNAN COS INC ADD — 0.0% -0.0% 3.2 19,268 +1,463 4 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.0% -0.0% 3.2 55,112 +20,698 4 —
☆CFO funds › VICTORY PORTFOLIOS II NEW — 0.0% +0.0% 3.2 39,785 +39,785 1 —
☆F funds › FORD MTR CO ADD — 0.0% -0.0% 3.2 228,580 +21,750 4 —
☆SYSB funds › ISHARES TR NEW — 0.0% +0.0% 3.2 35,575 +35,575 1 —
☆TRGP funds › TARGA RES CORP ADD — 0.0% -0.0% 3.1 11,732 +1,241 4 —
☆CNQ funds › CANADIAN NAT RES LTD MED TER ADD — 0.0% -0.0% 3.1 79,365 +19,576 4 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 3.1 9,075 +4,480 4 —
☆QQQE funds › DIREXION SHARES ETF TRUST NEW — 0.0% +0.0% 3.1 25,511 +25,511 1 —
☆VST funds › VISTRA CORP ADD — 0.0% -0.0% 3.1 19,480 +7,219 4 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.0% +0.0% 3.1 32,118 +13,162 4 —
☆LCTU funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 3.1 38,218 +38,218 1 —
☆ADBE funds › ADOBE INC ADD — 0.0% -0.1% 3.1 14,941 +1,032 4 —
☆JBL funds › JABIL INC ADD — 0.0% +0.0% 3.1 7,925 +2,492 4 —
☆IWP funds › ISHARES TR ADD — 0.0% +0.0% 3.0 20,802 +12,869 4 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 3.0 49,527 +20,419 4 —
☆AMT funds › AMERICAN TOWER CORP ADD — 0.0% -0.0% 3.0 18,602 +3,617 4 —
☆BILT funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 3.0 108,217 +60,584 3 —
☆WCMI funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 3.0 154,899 +154,899 1 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% -0.0% 3.0 44,385 +13,839 4 —
☆PULS funds › PGIM ETF TR NEW — 0.0% +0.0% 3.0 60,973 +60,973 1 —
☆PHM funds › PULTE GROUP INC ADD — 0.0% -0.0% 3.0 21,970 +4,979 4 —
☆NSC funds › NORFOLK SOUTHN CORP ADD — 0.0% +0.0% 3.0 9,543 +5,550 4 —
☆AER funds › AERCAP HOLDINGS NV ADD — 0.0% -0.0% 3.0 20,556 +172 4 —
☆CFG funds › CITIZENS FINL GROUP INC ADD — 0.0% +0.0% 3.0 42,761 +23,346 4 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP ADD — 0.0% -0.0% 3.0 99,308 +22,510 4 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 3.0 13,360 +13,360 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% -0.0% 3.0 32,123 +5,851 4 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 2.9 13,340 +13,340 1 —
☆GM funds › GENERAL MTRS CO ADD — 0.0% -0.0% 2.9 38,186 +16,652 4 —
☆IEF funds › ISHARES TR ADD — 0.0% +0.0% 2.9 31,107 +20,674 3 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 2.9 72,305 +31,292 3 —
☆HSY funds › HERSHEY CO ADD — 0.0% +0.0% 2.9 16,721 +9,721 4 —
☆BN funds › BROOKFIELD CORP ADD — 0.0% -0.0% 2.9 67,935 +30,591 4 —
☆FAST funds › FASTENAL CO ADD — 0.0% +0.0% 2.9 60,055 +27,270 4 —
☆SUSC funds › ISHARES TR NEW — 0.0% +0.0% 2.9 124,501 +124,501 1 —
☆EDIV funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 2.9 70,368 +46,189 3 —
☆RGLD funds › ROYAL GOLD INC ADD — 0.0% -0.0% 2.9 14,397 +2,354 4 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.0% -0.0% 2.9 13,472 +3,758 4 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.0% +0.0% 2.9 70,685 +39,025 3 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 2.8 11,424 +6,015 3 —
☆TKC funds › TURKCELL ILETISIM TRIM — 0.0% -0.0% 2.8 478,154 -22,740 4 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 2.8 58,939 +20,800 4 —
☆FDEM funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 2.8 76,736 +76,736 1 —
☆DBND funds › DOUBLELINE ETF TRUST NEW — 0.0% +0.0% 2.8 61,020 +61,020 1 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 2.8 39,796 +13,850 4 —
☆VIGI funds › VANGUARD WHITEHALL FDS ADD — 0.0% -0.0% 2.8 29,716 +8,290 4 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 2.8 61,010 +17,607 3 —
☆CPAY funds › CORPAY INC ADD — 0.0% -0.0% 2.8 8,293 +1,447 4 —
☆ECL funds › ECOLAB INC ADD — 0.0% -0.0% 2.8 9,917 +1,620 4 —
☆IEV funds › ISHARES TR ADD — 0.0% -0.0% 2.7 37,420 +10,544 4 —
☆BIV funds › VANGUARD BD INDEX FDS NEW — 0.0% +0.0% 2.7 35,352 +35,352 1 —
☆AZN funds › ASTRAZENECA PLC NEW — 0.0% +0.0% 2.7 14,219 +14,219 1 —
☆TER funds › TERADYNE INC ADD — 0.0% +0.0% 2.7 5,543 +2,108 4 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 2.7 36,813 +22,607 3 —
☆NVO funds › NOVO-NORDISK A S ADD — 0.0% -0.0% 2.7 55,435 +20,221 4 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 2.7 91,614 +55,564 4 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% +0.0% 2.6 82,830 +35,748 4 —
☆TPR funds › TAPESTRY INC ADD — 0.0% +0.0% 2.6 17,914 +9,190 4 —
☆ITM funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 2.6 55,598 -1,907 4 —
☆CME funds › CME GROUP INC ADD — 0.0% -0.0% 2.6 11,824 +1,832 4 —
☆PKG funds › PACKAGING CORP AMER ADD — 0.0% -0.0% 2.6 10,880 +3,546 4 —
☆RIO funds › RIO TINTO PLC ADD — 0.0% -0.0% 2.6 27,281 +3,923 4 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 2.6 13,943 +8,886 4 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% +0.0% 2.6 62,046 +41,130 4 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C ADD — 0.0% +0.0% 2.6 56,728 +17,096 4 —
☆DHR funds › DANAHER CORP DEL ADD — 0.0% -0.0% 2.6 13,406 +1,373 4 —
☆TEL funds › TE CONNECTIVITY PLC ADD — 0.0% -0.0% 2.6 12,664 +3,461 4 —
☆KOF funds › COCA-COLA FEMSA SAB DE CV TRIM — 0.0% -0.0% 2.5 23,835 -42 4 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN ADD — 0.0% -0.0% 2.5 28,986 +4,777 4 —
☆CARR funds › CARRIER GLOBAL CORPORATION ADD — 0.0% +0.0% 2.5 34,332 +12,179 4 —
☆IUSG funds › ISHARES TR ADD — 0.0% -0.0% 2.5 13,367 +3,711 4 —
☆SLB funds › SLB LIMITED ADD — 0.0% +0.0% 2.5 53,996 +17,695 4 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 2.5 68,643 +38,307 4 —
☆CMF funds › ISHARES TR ADD — 0.0% -0.0% 2.5 43,415 +9,399 3 —
☆IDV funds › ISHARES TR ADD — 0.0% +0.0% 2.5 60,124 +32,831 3 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.0% -0.0% 2.5 61,556 +16,073 4 —
☆SPG funds › SIMON PPTY GROUP INC NEW ADD — 0.0% +0.0% 2.5 10,980 +3,448 4 —
☆NUE funds › NUCOR CORP ADD — 0.0% -0.0% 2.5 11,014 +1,188 4 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.0% +0.0% 2.4 4,940 +1,813 4 —
☆SYFI funds › AB ACTIVE ETFS INC NEW ETP 0.0% +0.0% 2.4 67,927 +67,927 1 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY NEW — 0.0% +0.0% 2.4 68,381 +68,381 1 —
☆MGC funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 2.4 8,783 +4,396 3 —
☆AIZ funds › ASSURANT INC ADD — 0.0% -0.0% 2.4 8,922 +1,021 4 —
☆NDAQ funds › NASDAQ INC ADD — 0.0% +0.0% 2.4 30,282 +24,093 4 —
☆O funds › REALTY INCOME CORP ADD — 0.0% -0.0% 2.4 38,170 +11,714 4 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.0% +0.0% 2.4 4,525 +2,447 4 —
☆SHG funds › SHINHAN FINANCIAL GROUP CO L ADD — 0.0% -0.0% 2.3 37,118 +9,383 4 —
☆STIP funds › ISHARES TR ADD — 0.0% +0.0% 2.3 22,837 +16,503 4 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 2.3 28,235 +25,830 4 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY ADD — 0.0% -0.0% 2.3 26,901 +3,467 4 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.0% +0.0% 2.3 23,734 +16,126 4 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 2.3 34,381 +10,877 4 —
☆IXUS funds › ISHARES TR ADD — 0.0% -0.0% 2.3 24,339 +2,338 4 —
☆CIEN funds › CIENA CORP ADD — 0.0% +0.0% 2.3 4,722 +1,983 4 —
☆MAR funds › MARRIOTT INTL INC NEW ADD — 0.0% -0.0% 2.3 6,247 +1,269 4 —
☆ACGL funds › ARCH CAP GROUP LTD ADD — 0.0% +0.0% 2.3 23,791 +13,952 4 —
☆NGG funds › NATIONAL GRID PLC ADD — 0.0% -0.0% 2.3 27,832 +2,177 4 —
☆KR funds › KROGER CO ADD — 0.0% -0.0% 2.3 41,409 +10,794 4 —
☆INFY funds › INFOSYS LTD ADD — 0.0% -0.0% 2.3 218,262 +102,519 4 —
☆CRH funds › CRH PLC ADD — 0.0% -0.0% 2.3 21,375 +1,657 4 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.3 89,394 +49,245 4 —
☆TFI funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 2.3 49,686 +4,294 4 —
☆NET funds › CLOUDFLARE INC ADD — 0.0% -0.0% 2.3 9,260 +2,445 4 —
☆FNDC funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 2.3 46,733 +9,626 4 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.0% -0.0% 2.3 9,520 +738 4 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 2.3 42,497 +29,046 3 —
☆GSIE funds › GOLDMAN SACHS ETF TR ADD — 0.0% -0.0% 2.3 49,316 +15,346 3 —

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 8,829 1774 0.24 22% 0.008 0.357 — in
2026Q1 5,092 1447 0.00 27% 0.012 0.794 — in
2025Q4 5,104 1461 0.22 27% 0.012 0.325 — in
2025Q3 2,687 1181 0.23 20% 0.008 0.197 — entered
2025Q2 2,422 1046 0.00 21% 0.007 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