Fund Universe

StrongBox Wealth, LLC

CIK 0001812155 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.387
AUM ($M)
351
Positions
267
Turnover
0.07
Top-10 wt
40%
Herfindahl
0.027
History (qtrs)
6
Excess Return

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Holdings · 269 positions · portfolio value $351M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
JPST funds › JPMORGAN ULTRA-SHORT INCOME ETF ADD 8.9% -1.0% 31.3 618,387 +9,433 5
SHY funds › ISHARES 1-3 YEAR TREASURY BOND ETF ADD 4.3% -0.5% 15.0 182,124 +3,805 5
GOOGL funds › ALPHABET INC CAP STK CL A TRIM 4.0% +0.4% 14.1 39,443 -86 5
CGIE funds › CAPITAL GROUP INTERNATIONAL EQUITY ETF TRIM 4.0% -0.1% 14.0 380,063 -375 5
QQQ funds › INVESCO QQQ TRUST SERIES I ADD 3.8% +0.5% 13.3 18,009 +62 5
QUAL funds › ISHARES MSCI USA QUALITY FACTOR ETF ADD 3.7% +0.1% 12.8 58,556 +1,234 5
IJH funds › ISHARES CORE S&P MID-CAP ETF TRIM 3.4% +0.0% 11.8 152,477 -755 5
AVGO funds › BROADCOM INC COM TRIM 3.0% +0.2% 10.5 27,822 -601 5
ETN funds › EATON CORP PLC SHS TRIM 2.6% +0.1% 9.0 21,011 -297 5
JPM funds › JPMORGAN CHASE & CO COM ADD 2.5% -0.0% 8.6 26,280 +72 5
V funds › VISA INC COM CL A ADD 2.4% +0.0% 8.3 24,060 +198 5
MSFT funds › MICROSOFT CORP COM TRIM 2.3% -0.3% 8.1 21,817 -414 5
COST funds › COSTCO WHOLESALE CORPORATION COM ADD 2.2% -0.4% 7.6 8,080 +28 5
XLRE funds › STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF ADD 2.1% -0.1% 7.4 169,102 +1,219 5
RTX funds › RTX CORPORATION COM ADD 2.1% -0.3% 7.4 39,106 +208 5
JEPI funds › JPMORGAN EQUITY PREMIUM INCOME ETF TRIM 2.1% -0.3% 7.2 127,988 -2,379 5
NVDA funds › NVIDIA CORPORATION COM ADD 2.0% +0.1% 7.1 35,593 +373 5
AMZN funds › AMAZON COM INC COM ADD 1.9% +0.0% 6.8 28,697 +19 5
LLY funds › ELI LILLY & CO COM ADD 1.9% +0.5% 6.8 5,631 +695 5
NEE funds › NEXTERA ENERGY INC COM ADD 1.9% -0.3% 6.7 76,548 +2,432 5
JMST funds › JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF ADD 1.8% -0.1% 6.5 126,661 +9,537 5
VIG funds › VANGUARD DIVIDEND APPRECIATION ETF ADD 1.8% -0.0% 6.4 27,115 +127 5
AVDE funds › AVANTIS INTERNATIONAL EQUITY ETF ADD 1.7% +0.1% 5.8 65,183 +6,739 3
LIN funds › LINDE PLC SHS ADD 1.6% -0.1% 5.7 11,016 +137 5
AAPL funds › APPLE INC COM TRIM 1.6% +0.0% 5.6 19,438 -287 5
AMGN funds › AMGEN INC COM ADD 1.6% -0.1% 5.5 15,098 +214 5
CVX funds › CHEVRON CORPORATION COM ADD 1.6% -0.6% 5.5 32,905 +770 5
JAAA funds › JANUS HENDERSON AAA CLO ETF ADD 1.4% -0.0% 4.8 95,014 +8,519 5
HD funds › HOME DEPOT INC COM TRIM 1.4% -0.1% 4.8 13,511 -367 5
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD 1.2% -0.1% 4.2 26,890 +199 5
FEOE funds › FIRST EAGLE OVERSEAS EQUITY ETF ADD 1.2% -0.0% 4.1 77,219 +3,743 4
VGIT funds › VANGUARD INTERMEDIATE-TERM TREASURY ETF TRIM 1.1% -0.2% 4.0 67,206 -3,196 5
CGBL funds › CAPITAL GROUP CORE BALANCED ETF ADD 1.1% +0.0% 3.9 101,934 +3,827 5
CGMU funds › CAPITAL GROUP MUNICIPAL INCOME ETF ADD 1.0% +0.1% 3.7 133,783 +21,699 2
CGDV funds › CAPITAL GROUP DIVIDEND VALUE ETF ADD 1.0% +0.0% 3.6 73,321 +874 5
BX funds › BLACKSTONE INC COM ADD 0.9% -0.0% 3.2 27,400 +1,392 5
CSCO funds › CISCO SYS INC COM TRIM 0.8% +0.2% 2.7 23,155 -247 5
ORCL funds › ORACLE CORP COM ADD 0.7% -0.1% 2.4 16,499 +54 5
CUSIP:025072323 funds › AVANTIS U.S SMALL CAP EQUITY ETF ADD 0.6% +0.1% 2.2 30,176 +2,773 4
CL funds › COLGATE PALMOLIVE CO COM HOLD 0.6% -0.0% 2.1 22,585 +0 5
ABT funds › ABBOTT LABORATORIES COM TRIM 0.5% -0.3% 1.9 20,972 -6,056 5
FEGE funds › FIRST EAGLE GLOBAL EQUITY ETF ADD 0.5% -0.0% 1.8 37,633 +22 4
TMSL funds › T. ROWE PRICE SMALL-MID CAP ETF ADD 0.4% +0.1% 1.5 35,155 +3,791 3
META funds › META PLATFORMS INC CL A TRIM 0.4% -0.1% 1.5 2,696 -186 5
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL CL A HOLD 0.4% -0.0% 1.5 2 +0 5
DFSD funds › DIMENSIONAL SHORT-DURATION FIXED INCOME ETF NEW 0.4% +0.4% 1.4 29,375 +29,375 1
WMB funds › WILLIAMS COS INC COM ADD 0.4% -0.0% 1.3 17,145 +100 5
PANW funds › PALO ALTO NETWORKS INC COM TRIM 0.3% +0.2% 1.2 3,516 -70 5
PEP funds › PEPSICO INC COM TRIM 0.3% -0.1% 1.2 8,757 -126 5
ABBV funds › ABBVIE INC COM ADD 0.3% +0.0% 1.1 4,409 +60 5
VYMI funds › VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF ADD 0.3% -0.0% 1.1 11,154 +649 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW TRIM 0.3% -0.1% 1.1 2,148 -198 5
NVS funds › NOVARTIS AG SPONSORED ADR HOLD 0.3% -0.0% 1.1 6,789 +0 5
PLTR funds › PALANTIR TECHNOLOGIES INC CL A TRIM 0.3% -0.1% 1.1 9,041 -244 5
JNJ funds › JOHNSON & JOHNSON COM ADD 0.3% -0.0% 0.9 3,710 +1 5
AVEM funds › AVANTIS EMERGING MARKETS EQUITY ETF ADD 0.3% +0.0% 0.9 9,333 +1,089 3
VIGI funds › VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF TRIM 0.2% -0.1% 0.9 9,156 -1,739 5
USMV funds › ISHARES MSCI USA MIN VOL FACTOR ETF ADD 0.2% -0.0% 0.8 8,532 +25 5
GRMN funds › GARMIN LTD SHS HOLD 0.2% -0.0% 0.8 3,305 +0 3
LMT funds › LOCKHEED MARTIN CORP COM ADD 0.2% +0.1% 0.7 1,463 +1,079 2
DFAS funds › DIMENSIONAL U.S. SMALL CAP ETF TRIM 0.2% -0.0% 0.7 9,037 -650 5
PPG funds › PPG INDS INC COM HOLD 0.2% +0.0% 0.7 5,980 +0 5
GLD funds › SPDR GOLD SHARES ADD 0.2% -0.1% 0.7 1,949 +85 5
AVMC funds › AVANTIS U.S. MID CAP EQUITY ETF TRIM 0.2% -0.0% 0.7 8,669 -6 2
LMBS funds › FIRST TRUST LOW DURATION OPPORTUNITIES ETF TRIM 0.2% -0.0% 0.7 13,975 -1,500 5
VO funds › VANGUARD MID-CAP ETF ADD 0.2% -0.0% 0.7 8,512 +6,249 5
ETR funds › ENTERGY CORP NEW COM HOLD 0.2% -0.0% 0.7 5,748 +0 5
ASML funds › ASML HLDG NV N Y REGISTRY SHS ADD 0.2% +0.1% 0.6 311 +32 2
EQIX funds › EQUINIX INC COM HOLD 0.2% -0.0% 0.6 590 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC CL A ADD 0.2% +0.1% 0.6 792 +5 5
MDT funds › MEDTRONIC PLC SHS TRIM 0.2% -0.1% 0.6 7,680 -410 5
CB funds › CHUBB LIMITED COM ADD 0.2% -0.0% 0.6 1,744 +15 5
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.2% +0.2% 0.5 3,976 +3,976 1
AMD funds › ADVANCED MICRO DEVICES INC COM TRIM 0.2% +0.1% 0.5 920 -145 3
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM 0.2% +0.0% 0.5 2,804 -3 5
IEFA funds › ISHARES CORE MSCI EAFE ETF TRIM 0.1% -0.0% 0.5 5,386 -9 5
WMT funds › WALMART INC COM TRIM 0.1% -0.0% 0.5 4,461 -40 5
PG funds › PROCTER & GAMBLE CO COM ADD 0.1% -0.0% 0.5 3,184 +123 5
EOG funds › EOG RES INC COM TRIM 0.1% -0.0% 0.5 3,514 -100 5
TJX funds › TJX COS INC NEW COM ADD 0.1% -0.0% 0.5 2,977 +296 2
PLD funds › PROLOGIS INC. COM ADD 0.1% +0.0% 0.4 3,295 +473 5
DFCF funds › DIMENSIONAL CORE FIXED INCOME ETF HOLD 0.1% -0.0% 0.4 9,503 +0 5
CASY funds › CASEYS GEN STORES INC COM NEW 0.1% +0.1% 0.4 481 +481 1
CUSIP:25434V625 funds › DIMENSIONAL US CORE EQUITY 1 ETF ADD 0.1% +0.0% 0.3 4,109 +12 5
BE funds › BLOOM ENERGY CORP COM CL A NEW 0.1% +0.1% 0.3 1,009 +1,009 1
MCK funds › MCKESSON CORP COM HOLD 0.1% -0.0% 0.3 393 +0 5
HONA funds › HONEYWELL AEROSPACE INC COM NEW 0.1% +0.1% 0.3 1,291 +1,291 1
VZ funds › VERIZON COMMUNICATIONS INC COM TRIM 0.1% -0.0% 0.3 6,456 -76 4
HON funds › HONEYWELL INTL INC COM NEW 0.1% +0.1% 0.3 1,203 +1,203 1
JMUB funds › JPMORGAN MUNICIPAL ETF HOLD 0.1% -0.0% 0.3 5,184 +0 5
CGGO funds › CAPITAL GROUP GLOBAL GROWTH EQUITY ETF NEW 0.1% +0.1% 0.3 5,996 +5,996 1
GOOG funds › ALPHABET INC CAP STK CL C TRIM 0.1% -0.0% 0.2 691 -87 4
XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF ADD 0.1% -0.0% 0.2 1,499 +2 5
SPGI funds › S&P GLOBAL INC COM HOLD 0.1% -0.0% 0.2 575 +0 5
VTI funds › VANGUARD TOTAL STOCK MARKET ETF NEW 0.1% +0.1% 0.2 627 +627 1
KLAC funds › KLA CORP COM NEW NEW 0.1% +0.1% 0.2 730 +730 1
DHR funds › DANAHER CORP DEL COM TRIM 0.1% -0.0% 0.2 1,100 -259 5
SGOV funds › ISHARES 0-3 MONTH TREASURY BOND ETF NEW 0.1% +0.1% 0.2 2,000 +2,000 1
MINT funds › PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND NEW 0.1% +0.1% 0.2 1,991 +1,991 1
GS funds › GOLDMAN SACHS GROUP INC COM NEW 0.1% +0.1% 0.2 197 +197 1
VB funds › VANGUARD SMALL-CAP ETF NEW 0.1% +0.1% 0.2 635 +635 1
FTNT funds › FORTINET INC COM NEW 0.1% +0.1% 0.2 1,226 +1,226 1
IWF funds › ISHARES RUSSELL 1000 GROWTH ETF NEW 0.1% +0.1% 0.2 1,484 +1,484 1
SHV funds › ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF TRIM 0.1% -0.0% 0.2 1,635 -185 2
NFLX funds › NETFLIX INC. COM TRIM 0.1% -0.0% 0.2 2,460 -60 5
FLV funds › AMERICAN CENTURY FOCUSED LARGE CAP VALUE ETF NEW 0.0% +0.0% 0.2 2,094 +2,094 1
FTGC funds › FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND NEW 0.0% +0.0% 0.2 6,175 +6,175 1
WM funds › WASTE MGMT INC DEL COM NEW 0.0% +0.0% 0.2 738 +738 1
LNG funds › CHENIERE ENERGY INC COM NEW NEW 0.0% +0.0% 0.2 657 +657 1
DAL funds › DELTA AIR LINES INC COM NEW NEW 0.0% +0.0% 0.2 1,675 +1,675 1
LITE funds › LUMENTUM HLDGS INC COM NEW 0.0% +0.0% 0.2 182 +182 1
GEV funds › GE VERNOVA INC COM NEW 0.0% +0.0% 0.2 132 +132 1
HIG funds › HARTFORD INSURANCE GROUP INC COM NEW 0.0% +0.0% 0.2 1,137 +1,137 1
MCD funds › MCDONALDS CORP COM TRIM 0.0% -0.0% 0.1 534 -170 4
AFL funds › AFLAC INC COM NEW Common Stock 0.0% +0.0% 0.1 1,190 +1,190 1
UNH funds › UNITEDHEALTH GROUP INC COM NEW 0.0% +0.0% 0.1 317 +317 1
NOC funds › NORTHROP GRUMMAN CORP COM TRIM 0.0% -0.2% 0.1 258 -899 3
JEPQ funds › JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF NEW 0.0% +0.0% 0.1 2,125 +2,125 1
LOW funds › LOWES COS INC COM NEW 0.0% +0.0% 0.1 588 +588 1
IWP funds › ISHARES RUSSELL MID-CAP GROWTH ETF NEW 0.0% +0.0% 0.1 882 +882 1
FWD funds › AB DISRUPTORS ETF NEW ETP 0.0% +0.0% 0.1 865 +865 1
IAU funds › ISHARES GOLD TRUST NEW 0.0% +0.0% 0.1 1,650 +1,650 1
CTVA funds › CORTEVA INC COM NEW 0.0% +0.0% 0.1 1,470 +1,470 1
EXEL funds › EXELIXIS INC COM NEW 0.0% +0.0% 0.1 2,273 +2,273 1
ANET funds › ARISTA NETWORKS INC COM SHS NEW 0.0% +0.0% 0.1 724 +724 1
APH funds › AMPHENOL CORP CL A NEW 0.0% +0.0% 0.1 682 +682 1
XLC funds › STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF NEW 0.0% +0.0% 0.1 942 +942 1
ITOT funds › ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF NEW 0.0% +0.0% 0.1 598 +598 1
BIP funds › BROOKFIELD INFRASTRUCTURE PART LP INT UNIT NEW 0.0% +0.0% 0.1 2,666 +2,666 1
XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF NEW 0.0% +0.0% 0.1 828 +828 1
SPYG funds › STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF NEW 0.0% +0.0% 0.1 801 +801 1
URI funds › UNITED RENTALS INC COM NEW 0.0% +0.0% 0.1 84 +84 1
EMR funds › EMERSON ELEC CO COM NEW 0.0% +0.0% 0.1 631 +631 1
DIS funds › DISNEY WALT CO COM NEW 0.0% +0.0% 0.1 925 +925 1
QQMG funds › INVESCO ESG NASDAQ 100 ETF NEW 0.0% +0.0% 0.1 1,731 +1,731 1
BA funds › BOEING CO COM NEW 0.0% +0.0% 0.1 392 +392 1
IVV funds › ISHARES CORE S&P 500 ETF NEW 0.0% +0.0% 0.1 112 +112 1
SDY funds › STATE STREET SPDR S&P DIVIDEND ETF NEW 0.0% +0.0% 0.1 540 +540 1
XVV funds › ISHARES ESG SELECT SCREENED S&P 500 ETF NEW 0.0% +0.0% 0.1 1,395 +1,395 1
MS funds › MORGAN STANLEY COM NEW NEW 0.0% +0.0% 0.1 378 +378 1
PHM funds › PULTE GROUP INC COM NEW 0.0% +0.0% 0.1 570 +570 1
TSLA funds › TESLA INC COM NEW 0.0% +0.0% 0.1 184 +184 1
JIRE funds › JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF NEW 0.0% +0.0% 0.1 931 +931 1
FBTC funds › FIDELITY WISE ORIGIN BITCOIN FUND NEW 0.0% +0.0% 0.1 1,500 +1,500 1
IBM funds › INTERNATIONAL BUSINESS MACHS COM NEW 0.0% +0.0% 0.1 271 +271 1
GWW funds › WW GRAINGER INC COM NEW 0.0% +0.0% 0.1 54 +54 1
AYI funds › ACUITY INC COM NEW 0.0% +0.0% 0.1 190 +190 1
WFC funds › WELLS FARGO & CO COM NEW 0.0% +0.0% 0.1 859 +859 1
JCI funds › JOHNSON CTLS INTL PLC SHS NEW 0.0% +0.0% 0.1 485 +485 1
AME funds › AMETEK INC COM NEW 0.0% +0.0% 0.1 286 +286 1
DYNF funds › ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF NEW 0.0% +0.0% 0.1 1,000 +1,000 1
MU funds › MICRON TECHNOLOGY INC COM NEW 0.0% +0.0% 0.1 58 +58 1
ESGD funds › ISHARES ESG AWARE MSCI EAFE ETF NEW 0.0% +0.0% 0.1 646 +646 1
MA funds › MASTERCARD INCORPORATED CL A NEW 0.0% +0.0% 0.1 128 +128 1
IBIT funds › iShares Bitcoin ETF NEW 0.0% +0.0% 0.1 1,957 +1,957 1
HSBC funds › HSBC HLDGS PLC SPON ADR NEW NEW 0.0% +0.0% 0.1 683 +683 1
T funds › AT&T INC COM NEW 0.0% +0.0% 0.1 3,107 +3,107 1
DE funds › DEERE & CO COM NEW 0.0% +0.0% 0.1 100 +100 1
NOW funds › SERVICENOW INC COM NEW 0.0% +0.0% 0.1 632 +632 1
QCOM funds › QUALCOMM INC COM NEW 0.0% +0.0% 0.1 339 +339 1
BKNG funds › BOOKING HOLDINGS INC COM NEW 0.0% +0.0% 0.1 350 +350 1
GRID funds › FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX NEW 0.0% +0.0% 0.1 325 +325 1
EVUS funds › ISHARES ESG AWARE MSCI USA VALUE ETF NEW 0.0% +0.0% 0.1 1,699 +1,699 1
GSST funds › GOLDMAN SACHS ULTRA SHORT BOND ETF NEW 0.0% +0.0% 0.1 1,154 +1,154 1
ISRG funds › INTUITIVE SURGICAL INC COM NEW NEW 0.0% +0.0% 0.1 146 +146 1
WELL funds › WELLTOWER INC COM NEW 0.0% +0.0% 0.1 250 +250 1
LEU funds › CENTRUS ENERGY CORP CL A NEW 0.0% +0.0% 0.1 326 +326 1
ALL funds › ALLSTATE CORP COM NEW 0.0% +0.0% 0.1 228 +228 1
QBTS funds › D-WAVE QUANTUM INC COM NEW 0.0% +0.0% 0.1 2,255 +2,255 1
APD funds › AIR PRODUCTS AND CHEMICALS INC COM NEW 0.0% +0.0% 0.1 181 +181 1
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF NEW 0.0% +0.0% 0.1 984 +984 1
SBUX funds › STARBUCKS CORP COM NEW 0.0% +0.0% 0.1 503 +503 1
LUV funds › SOUTHWEST AIRLS CO COM NEW 0.0% +0.0% 0.1 1,000 +1,000 1
MINO funds › PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND NEW 0.0% +0.0% 0.0 1,038 +1,038 1
IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF NEW 0.0% +0.0% 0.0 572 +572 1
SCHW funds › SCHWAB CHARLES CORP COM NEW 0.0% +0.0% 0.0 508 +508 1
XJH funds › ISHARES ESG SELECT SCREENED S&P MID-CAP ETF NEW 0.0% +0.0% 0.0 889 +889 1
IDA funds › IDACORP INC COM NEW 0.0% +0.0% 0.0 304 +304 1
SPYV funds › STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF NEW 0.0% +0.0% 0.0 740 +740 1
TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS NEW 0.0% +0.0% 0.0 94 +94 1
PSX funds › PHILLIPS 66 COM NEW 0.0% +0.0% 0.0 250 +250 1
PYLD funds › PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND NEW 0.0% +0.0% 0.0 1,515 +1,515 1
GLW funds › CORNING INC COM NEW 0.0% +0.0% 0.0 150 +150 1
XLP funds › STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF NEW 0.0% +0.0% 0.0 457 +457 1
SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ETF NEW 0.0% +0.0% 0.0 432 +432 1
GPC funds › GENUINE PARTS CO COM NEW 0.0% +0.0% 0.0 316 +316 1
SPMD funds › STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF NEW 0.0% +0.0% 0.0 547 +547 1
EPR funds › EPR PPTYS COM SH BEN INT NEW 0.0% +0.0% 0.0 600 +600 1
AMAT funds › APPLIED MATLS INC COM NEW 0.0% +0.0% 0.0 48 +48 1
PRU funds › PRUDENTIAL FINL INC COM NEW 0.0% +0.0% 0.0 320 +320 1
IXUS funds › ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF NEW 0.0% +0.0% 0.0 361 +361 1
SNOW funds › SNOWFLAKE INC COM SHS NEW 0.0% +0.0% 0.0 135 +135 1
KMI funds › KINDER MORGAN INC DEL COM NEW 0.0% +0.0% 0.0 1,012 +1,012 1
IWL funds › ISHARES RUSSELL TOP 200 ETF NEW 0.0% +0.0% 0.0 173 +173 1
AXON funds › AXON ENTERPRISE INC COM NEW 0.0% +0.0% 0.0 55 +55 1
AMT funds › AMERICAN TOWER CORP COM TRIM 0.0% -0.1% 0.0 188 -977 5
VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF NEW 0.0% +0.0% 0.0 256 +256 1
OKE funds › ONEOK INC NEW COM NEW 0.0% +0.0% 0.0 350 +350 1
VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF NEW 0.0% +0.0% 0.0 600 +600 1
XLI funds › STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF NEW 0.0% +0.0% 0.0 162 +162 1
VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF NEW 0.0% +0.0% 0.0 357 +357 1
TGT funds › TARGET CORP COM NEW 0.0% +0.0% 0.0 225 +225 1
SO funds › SOUTHERN CO COM NEW 0.0% +0.0% 0.0 300 +300 1
VNQ funds › VANGUARD REAL ESTATE ETF NEW 0.0% +0.0% 0.0 290 +290 1
SLV funds › ISHARES SILVER TRUST NEW 0.0% +0.0% 0.0 510 +510 1
ITW funds › ILLINOIS TOOL WKS INC COM NEW 0.0% +0.0% 0.0 100 +100 1
VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF NEW 0.0% +0.0% 0.0 376 +376 1
SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF NEW 0.0% +0.0% 0.0 512 +512 1
SHEL funds › SHELL PLC SPON ADS NEW 0.0% +0.0% 0.0 330 +330 1
CGDG funds › CAPITAL GROUP DIVIDEND GROWERS ETF NEW 0.0% +0.0% 0.0 680 +680 1
XJR funds › ISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF NEW 0.0% +0.0% 0.0 482 +482 1
LYV funds › LIVE NATION ENTERTAINMENT INC COM NEW 0.0% +0.0% 0.0 135 +135 1
PFE funds › PFIZER INC COM NEW 0.0% +0.0% 0.0 1,000 +1,000 1
XLU funds › STATE STREET UTILITIES SELECT SECTOR SPDR ETF NEW 0.0% +0.0% 0.0 530 +530 1
TMUS funds › T-MOBILE US INC COM NEW 0.0% +0.0% 0.0 141 +141 1
COP funds › CONOCOPHILLIPS COM NEW 0.0% +0.0% 0.0 225 +225 1
VOO funds › VANGUARD S&P 500 ETF NEW 0.0% +0.0% 0.0 34 +34 1
BP funds › BP PLC SPONSORED ADR NEW 0.0% +0.0% 0.0 628 +628 1
PWR funds › QUANTA SVCS INC COM NEW 0.0% +0.0% 0.0 32 +32 1
BAC funds › BANK OF AMER CORP COM NEW 0.0% +0.0% 0.0 400 +400 1
C funds › CITIGROUP INC COM NEW NEW 0.0% +0.0% 0.0 161 +161 1
IJR funds › ISHARES CORE S&P SMALL CAP ETF NEW 0.0% +0.0% 0.0 151 +151 1
NUE funds › NUCOR CORP COM NEW 0.0% +0.0% 0.0 100 +100 1
VRT funds › VERTIV HOLDINGS CO COM CL A NEW 0.0% +0.0% 0.0 65 +65 1
IJJ funds › ISHARES S&P MID-CAP 400 VALUE ETF NEW 0.0% +0.0% 0.0 137 +137 1
WBD funds › WARNER BROS DISCOVERY INC COM SER A NEW 0.0% +0.0% 0.0 751 +751 1
CUSIP:921910733 funds › VANGUARD ESG U.S. STOCK ETF NEW 0.0% +0.0% 0.0 149 +149 1
HEDJ funds › WISDOMTREE EUROPE HEDGED EQUITY FUND NEW 0.0% +0.0% 0.0 340 +340 1
MRVL funds › MARVELL TECHNOLOGY INC COM NEW 0.0% +0.0% 0.0 64 +64 1
BIBL funds › INSPIRE 100 ETF NEW 0.0% +0.0% 0.0 320 +320 1
GE funds › GE AEROSPACE COM NEW NEW 0.0% +0.0% 0.0 47 +47 1
D funds › DOMINION ENERGY INC COM NEW 0.0% +0.0% 0.0 250 +250 1
AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF NEW 0.0% +0.0% 0.0 128 +128 1
ZTS funds › ZOETIS INC CL A NEW 0.0% +0.0% 0.0 217 +217 1
CCI funds › CROWN CASTLE INC COM NEW 0.0% +0.0% 0.0 200 +200 1
ERET funds › ISHARES ENVIRONMENTALLY AWARE REAL ESTATE ETF NEW 0.0% +0.0% 0.0 483 +483 1
PJP funds › INVESCO PHARMACEUTICALS ETF NEW 0.0% +0.0% 0.0 109 +109 1
FRDM funds › FREEDOM 100 EMERGING MARKETS ETF NEW 0.0% +0.0% 0.0 171 +171 1
O funds › REALTY INCOME CORP COM NEW 0.0% +0.0% 0.0 200 +200 1
KO funds › COCA COLA CO COM NEW 0.0% +0.0% 0.0 152 +152 1
USB funds › US BANCORP COM NEW NEW 0.0% +0.0% 0.0 174 +174 1
ISMD funds › INSPIRE SMALL/MID CAP ETF NEW 0.0% +0.0% 0.0 198 +198 1
PM funds › PHILIP MORRIS INTL INC COM NEW 0.0% +0.0% 0.0 54 +54 1
VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF NEW 0.0% +0.0% 0.0 101 +101 1
ICLR funds › ICON PUB LTD CO SHS NEW 0.0% +0.0% 0.0 43 +43 1
TPIF funds › TIMOTHY PLAN INTERNATIONAL ETF NEW 0.0% +0.0% 0.0 195 +195 1
CRWV funds › COREWEAVE INC COM CL A NEW 0.0% +0.0% 0.0 73 +73 1
F funds › FORD MTR CO COM NEW 0.0% +0.0% 0.0 500 +500 1
CBSH funds › COMMERCE BANCSHARES INC COM NEW 0.0% +0.0% 0.0 120 +120 1
HIMS funds › HIMS & HERS HEALTH INC COM CL A NEW 0.0% +0.0% 0.0 175 +175 1
KMB funds › KIMBERLY-CLARK CORP COM NEW 0.0% +0.0% 0.0 55 +55 1
PRCT funds › PROCEPT BIOROBOTICS CORP COM NEW 0.0% +0.0% 0.0 260 +260 1
GIL funds › GILDAN ACTIVEWEAR INC COM NEW 0.0% +0.0% 0.0 92 +92 1
UBER funds › UBER TECHNOLOGIES INC COM NEW 0.0% +0.0% 0.0 50 +50 1
GD funds › GENERAL DYNAMICS CORP COM NEW 0.0% +0.0% 0.0 10 +10 1
CRSP funds › CRISPR THERAPEUTICS AG NAMEN AKT NEW 0.0% +0.0% 0.0 64 +64 1
CGUS funds › CAPITAL GROUP CORE EQUITY ETF NEW 0.0% +0.0% 0.0 70 +70 1
SHOE funds › SHOE STA GROUP INC COM NEW 0.0% +0.0% 0.0 200 +200 1
CCL funds › CARNIVAL CORP LTD COMMON SHARES NEW 0.0% +0.0% 0.0 100 +100 1
LULU funds › LULULEMON ATHLETICA INC COM NEW 0.0% +0.0% 0.0 20 +20 1
CGIC funds › CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF NEW 0.0% +0.0% 0.0 62 +62 1
AOK funds › ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF NEW 0.0% +0.0% 0.0 53 +53 1
BFLY funds › BUTTERFLY NETWORK INC COM CL A NEW 0.0% +0.0% 0.0 100 +100 1
CMG funds › CHIPOTLE MEXICAN GRILL INC COM NEW 0.0% +0.0% 0.0 14 +14 1
PGX funds › INVESCO PREFERRED ETF NEW 0.0% +0.0% 0.0 34 +34 1
BNT funds › BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB NEW 0.0% +0.0% 0.0 3 +3 1
SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF NEW 0.0% +0.0% 0.0 0 +0 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -2,576 0
CUSIP:30231G102 funds › EXXON MOBIL CORP EXIT 0.0% -0.2% 0.0 0 -4,076 0

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 351 267 0.07 40% 0.027 0.386 in
2026Q1 313 95 0.07 40% 0.029 0.378 in
2025Q4 304 93 0.06 42% 0.030 0.359 in
2025Q3 296 90 0.08 42% 0.030 0.326 in
2025Q2 264 85 0.05 43% 0.032 0.426 entered
2025Q1 240 88 0.00 43% 0.032 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