Fund Universe

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☆Cornerstone Planning Group LLC

CIK 0001822587 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.704
AUM ($M)
794
Positions
1867
Turnover
0.04
Top-10 wt
53%
Herfindahl
0.041
History (qtrs)
6
Excess Return
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Holdings · 500 of 1972 positions (showing top 500 by weight) · portfolio value $794M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆QQQM funds › INVESCO NASDAQ 100 ETF ADD — 10.9% -0.0% 86.2 296,733 +6,529 5 —
☆FENI funds › FIDELITY ENHANCED INTERNATIONAL ETF ADD — 9.5% +0.1% 75.1 1,867,208 +68,481 5 —
☆FNDX funds › SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF ADD — 6.9% +0.1% 55.1 1,742,873 +46,661 5 —
☆BIV funds › VANGUARD INTERMEDIATE-TERM BOND ETF ADD — 5.8% -0.2% 46.1 609,041 +23,947 5 —
☆SMLF funds › ISHARES U.S. SMALLCAP EQUITY FACTOR ETF ADD — 5.2% +0.0% 41.6 481,038 +9,891 5 —
☆IMCG funds › ISHARES MORNINGSTAR MID-CAP GROWTH ETF ADD — 4.7% +0.1% 37.3 390,783 +8,291 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF ADD — 2.7% +1.0% 21.4 28,527 +10,569 5 —
☆ICVT funds › ISHARES CONVERTIBLE BOND ETF ADD — 2.6% -0.1% 21.0 180,323 +1,863 5 —
☆REZ funds › ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF ADD — 2.6% +0.2% 20.4 208,847 +7,881 5 —
☆HYDB funds › ISHARES HIGH YIELD SYSTEMATIC BOND ETF ADD — 2.4% -0.1% 18.7 402,928 +17,064 5 —
☆FTLS funds › FIRST TRUST LONG/SHORT EQUITY ETF ADD — 2.3% -0.0% 18.4 244,171 +8,550 5 —
☆FNDE funds › SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF ADD — 2.2% -0.0% 17.7 432,725 +16,463 5 —
☆QQQ funds › INVESCO QQQ TRUST SERIES I TRIM — 2.2% -0.1% 17.5 24,844 -477 5 —
☆NANR funds › STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF ADD — 2.1% -0.1% 16.7 206,378 +8,273 4 —
☆IUSB funds › ISHARES CORE TOTAL USD BOND MARKET ETF ADD — 1.9% +0.4% 15.4 339,310 +85,646 5 —
☆WTV funds › WISDOMTREE US VALUE FUND OF BENEF INTEREST ADD — 1.9% +0.1% 15.4 146,722 +4,690 4 —
☆USTB funds › VICTORYSHARES SHORT-TERM BOND ETF ADD — 1.9% -0.1% 15.3 302,568 +9,730 5 —
☆VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF TRIM — 1.9% -0.1% 14.9 211,676 -7,080 5 —
☆AAPL funds › APPLE INC COM TRIM — 1.2% +0.1% 9.5 29,132 -390 5 —
☆IVW funds › ISHARES S&P 500 GROWTH ETF ADD — 1.1% +0.1% 8.7 64,066 +6,797 5 —
☆DYNF funds › ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF ADD — 1.1% +0.1% 8.7 128,033 +12,734 5 —
☆NVDA funds › NVIDIA CORPORATION COM ADD — 0.9% +0.0% 7.3 34,580 +524 5 —
☆IVE funds › ISHARES S&P 500 VALUE ETF TRIM — 0.9% -0.1% 7.3 31,447 -2,920 5 —
☆IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF TRIM — 0.7% -0.2% 5.5 70,119 -16,243 5 —
☆HEFA funds › ISHARES CURRENCY HEDGED MSCI EAFE ETF ADD — 0.7% +0.0% 5.3 114,214 +4,043 5 —
☆SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF ADD — 0.6% +0.0% 4.7 138,794 +6,703 5 —
☆GOVT funds › ISHARES U.S. TREASURY BOND ETF ADD — 0.6% +0.0% 4.4 194,584 +28,442 5 —
☆EFG funds › ISHARES MSCI EAFE GROWTH ETF ADD — 0.5% +0.1% 4.3 35,881 +4,872 5 —
☆MBB funds › ISHARES MBS ETF ADD — 0.5% +0.0% 4.1 44,293 +5,567 5 —
☆BAI funds › ISHARES A.I. INNOVATION AND TECH ACTIVE ETF TRIM — 0.5% -0.0% 4.1 90,499 -1,775 5 —
☆EFV funds › ISHARES MSCI EAFE VALUE ETF TRIM — 0.5% -0.3% 3.6 45,023 -29,060 5 —
☆AMZN funds › AMAZON COM INC COM TRIM — 0.4% -0.1% 3.5 14,306 -455 5 —
☆VOO funds › VANGUARD S&P 500 ETF TRIM — 0.4% -0.0% 3.5 5,033 -195 5 —
☆TLH funds › ISHARES 10-20 YEAR TREASURY BOND ETF TRIM — 0.4% -0.1% 3.4 34,856 -3,568 5 —
☆BLCR funds › ISHARES LARGE CAP CORE ACTIVE ETF ADD — 0.4% +0.0% 3.1 62,136 +8,846 2 —
☆IDEQ funds › LAZARD INTERNATIONAL DYNAMIC EQUITY ETF ADD — 0.4% -0.0% 3.0 87,244 +3,342 2 —
☆MTUM funds › ISHARES MSCI USA MOMENTUM FACTOR ETF TRIM — 0.4% -0.0% 2.9 9,333 -1,189 5 —
☆FALN funds › ISHARES FALLEN ANGELS USD BOND ETF ADD — 0.4% -0.0% 2.9 107,505 +3,411 5 —
☆MUB funds › ISHARES NATIONAL MUNI BOND ETF ADD — 0.4% -0.0% 2.9 27,125 +1,235 5 —
☆THRO funds › ISHARES U.S. THEMATIC ROTATION ACTIVE ETF TRIM — 0.3% -0.1% 2.8 64,951 -14,782 5 —
☆IALT funds › ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF NEW — 0.3% +0.3% 2.7 93,945 +93,945 1 —
☆SCHD funds › SCHWAB US DIVIDEND EQUITY ETF TRIM — 0.3% -0.0% 2.6 79,107 -3,259 5 —
☆JPM funds › JPMORGAN CHASE & CO COM TRIM — 0.3% +0.0% 2.6 7,337 -21 5 —
☆DELL funds › DELL TECHNOLOGIES INC CL C TRIM — 0.3% +0.1% 2.4 5,532 -725 5 —
☆IWF funds › ISHARES RUSSELL 1000 GROWTH ETF TRIM — 0.3% -0.0% 2.3 18,883 -1,027 5 —
☆GLD funds › SPDR GOLD SHARES ADD — 0.3% -0.0% 2.2 5,915 +251 5 —
☆GGOV funds › ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF NEW — 0.3% +0.3% 2.2 44,106 +44,106 1 —
☆IDEF funds › ISHARES DEFENSE INDUSTRIALS ACTIVE ETF ADD — 0.3% +0.0% 2.2 69,238 +13,733 2 —
☆CORO funds › ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF ADD — 0.3% +0.3% 2.1 59,308 +59,298 2 —
☆MSFT funds › MICROSOFT CORP COM TRIM — 0.3% -0.0% 2.1 5,285 -66 5 —
☆FEMS funds › FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND TRIM — 0.3% -0.1% 2.0 44,430 -3,475 5 —
☆IWY funds › ISHARES RUSSELL TOP 200 GROWTH ETF ADD — 0.2% -0.0% 2.0 6,993 +5 5 —
☆ILOW funds › AB INTERNATIONAL LOW VOLATILITY EQUITY ETF TRIM ETP 0.2% -0.0% 2.0 42,921 -1 5 —
☆AXP funds › AMERICAN EXPRESS CO COM ADD — 0.2% +0.0% 1.9 5,454 +1 5 —
☆GOOGL funds › ALPHABET INC CAP STK CL A ADD — 0.2% -0.0% 1.8 5,160 +69 5 —
☆LMUB funds › ISHARES LONG-TERM NATIONAL MUNI BOND ETF ADD — 0.2% -0.0% 1.7 34,888 +1,551 2 —
☆PJUL funds › INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY HOLD — 0.2% -0.0% 1.6 33,196 +0 5 —
☆XLRE funds › STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF ADD — 0.2% -0.0% 1.4 32,050 +331 5 —
☆FBCG funds › FIDELITY BLUE CHIP GROWTH ETF TRIM — 0.2% -0.0% 1.3 21,713 -1,819 4 —
☆AOA funds › ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF TRIM — 0.2% -0.0% 1.3 13,155 -117 5 —
☆JCPI funds › JPMORGAN INFLATION MANAGED BOND ETF ADD — 0.2% -0.0% 1.2 25,061 +1,241 2 —
☆AVGO funds › BROADCOM INC COM ADD — 0.1% -0.0% 1.2 2,987 +52 5 —
☆SPYM funds › STATE STREET SPDR PORTFOLIO S&P 500 ETF ADD — 0.1% +0.0% 1.2 13,453 +367 5 —
☆META funds › META PLATFORMS INC CL A TRIM — 0.1% -0.0% 1.2 1,872 -40 5 —
☆FDVV funds › FIDELITY HIGH DIVIDEND ETF ADD — 0.1% +0.0% 1.2 18,773 +149 5 —
☆QUAL funds › ISHARES MSCI USA QUALITY FACTOR ETF TRIM — 0.1% -0.3% 1.2 5,379 -11,674 5 —
☆GOOG funds › ALPHABET INC CAP STK CL C ADD — 0.1% -0.0% 1.2 3,410 +57 5 —
☆TSLA funds › TESLA INC COM ADD — 0.1% -0.0% 1.2 3,083 +271 5 —
☆XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF ADD — 0.1% -0.0% 1.1 18,393 +333 5 —
☆BINC funds › ISHARES FLEXIBLE INCOME ACTIVE ETF TRIM — 0.1% -0.2% 1.1 20,954 -21,827 5 —
☆IAU funds › ISHARES GOLD TRUST ADD — 0.1% +0.0% 1.1 14,008 +2,159 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF TRIM — 0.1% -0.0% 1.1 1,440 -62 5 —
☆GRID funds › FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX ADD — 0.1% -0.0% 1.0 5,738 +87 2 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP COM ADD — 0.1% -0.0% 1.0 12,998 +93 5 —
☆CLSE funds › CONVERGENCE LONG/SHORT EQUITY ETF ADD — 0.1% +0.0% 1.0 30,044 +847 2 —
☆EINC funds › VANECK ENERGY INCOME ETF ADD — 0.1% +0.0% 1.0 7,901 +482 2 —
☆JNJ funds › JOHNSON & JOHNSON COM TRIM — 0.1% +0.0% 0.9 3,637 -27 5 —
☆GLDM funds › SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST ADD — 0.1% +0.0% 0.9 11,308 +2,519 4 —
☆MCO funds › MOODYS CORP COM ADD — 0.1% +0.0% 0.9 1,806 +1 5 —
☆LCTU funds › ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF ADD — 0.1% +0.0% 0.9 10,920 +411 3 —
☆BNDX funds › VANGUARD TOTAL INTERNATIONAL BOND ETF ADD — 0.1% -0.0% 0.8 17,158 +712 5 —
☆MET funds › METLIFE INC COM TRIM — 0.1% -0.1% 0.8 8,761 -6,624 5 —
☆XSMO funds › INVESCO S&P SMALLCAP MOMENTUM ETF ADD — 0.1% -0.0% 0.8 9,247 +129 2 —
☆IWP funds › ISHARES RUSSELL MID-CAP GROWTH ETF ADD — 0.1% -0.0% 0.8 5,734 +249 4 —
☆BSV funds › VANGUARD SHORT-TERM BOND ETF ADD — 0.1% -0.0% 0.8 9,831 +562 5 —
☆IWB funds › ISHARES RUSSELL 1000 ETF ADD — 0.1% -0.0% 0.7 1,813 +2 5 —
☆ESGU funds › ISHARES ESG AWARE MSCI USA ETF ADD — 0.1% +0.0% 0.7 4,457 +200 5 —
☆IJR funds › ISHARES CORE S&P SMALL CAP ETF TRIM — 0.1% -0.0% 0.7 4,637 -417 5 —
☆AOR funds › ISHARES CORE 60/40 BALANCED ALLOCATION ETF ADD — 0.1% +0.0% 0.7 9,815 +541 5 —
☆GSUS funds › GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF HOLD — 0.1% -0.0% 0.7 6,463 +0 2 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 0.7 17,635 +1,915 5 —
☆COWZ funds › PACER US CASH COWS 100 ETF TRIM — 0.1% -0.0% 0.7 10,188 -277 5 —
☆LIN funds › LINDE PLC SHS TRIM — 0.1% -0.0% 0.6 1,269 -24 5 —
☆XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW — 0.1% +0.1% 0.6 4,151 +4,151 1 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS ETF TRIM — 0.1% -0.0% 0.6 10,511 -516 5 —
☆DSI funds › ISHARES ESG MSCI KLD 400 ETF ADD — 0.1% +0.0% 0.6 4,324 +204 5 —
☆SYSB funds › ISHARES SYSTEMATIC BOND ETF ADD — 0.1% +0.0% 0.6 6,939 +602 3 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD — 0.1% +0.0% 0.6 1,231 +40 5 —
☆MU funds › MICRON TECHNOLOGY INC COM ADD — 0.1% +0.0% 0.5 557 +23 5 —
☆LLY funds › ELI LILLY & CO COM ADD — 0.1% +0.0% 0.5 450 +12 5 —
☆HEDJ funds › WISDOMTREE EUROPE HEDGED EQUITY FUND TRIM — 0.1% -0.0% 0.5 8,629 -1,712 4 —
☆USXF funds › ISHARES ESG ADVANCED MSCI USA ETF ADD — 0.1% +0.0% 0.5 7,249 +295 5 —
☆AGG funds › ISHARES CORE U.S. AGGREGATE BOND ETF TRIM — 0.1% -0.0% 0.5 4,935 -427 5 —
☆SCHB funds › SCHWAB U.S. BROAD MARKET ETF TRIM — 0.1% -0.0% 0.5 16,662 -169 5 —
☆PM funds › PHILIP MORRIS INTL INC COM TRIM — 0.1% +0.0% 0.5 2,440 -33 5 —
☆SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF ADD — 0.1% -0.0% 0.5 17,034 +102 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC COM TRIM — 0.1% +0.0% 0.5 836 -15 5 —
☆PSN funds › PARSONS CORP DEL COM HOLD — 0.1% +0.0% 0.4 7,788 +0 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP CLASS A COM STK NEW — 0.1% +0.1% 0.4 3,837 +3,837 1 —
☆V funds › VISA INC COM CL A ADD — 0.1% +0.0% 0.4 1,237 +81 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS COM ADD — 0.1% -0.0% 0.4 2,111 +108 5 —
☆SUSC funds › ISHARES ESG AWARE USD CORPORATE BOND ETF TRIM — 0.1% -0.0% 0.4 19,053 -1,333 3 —
☆AOM funds › ISHARES CORE 40/60 MODERATE ALLOCATION ETF ADD — 0.1% +0.0% 0.4 8,770 +2,125 5 —
☆ABBV funds › ABBVIE INC COM ADD — 0.1% +0.0% 0.4 1,687 +34 5 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET ETF TRIM — 0.1% -0.0% 0.4 1,149 -780 5 —
☆VXF funds › VANGUARD EXTENDED MARKET ETF TRIM — 0.1% -0.0% 0.4 1,732 -59 5 —
☆NULG funds › NUVEEN ESG LARGE-CAP GROWTH ETF TRIM — 0.1% +0.0% 0.4 3,593 -1 5 —
☆UPS funds › UNITED PARCEL SVCS INC CL B TRIM — 0.1% +0.0% 0.4 3,518 -27 5 —
☆VMBS funds › VANGUARD MORTGAGE-BACKED SECURITIES ETF TRIM — 0.1% -0.0% 0.4 8,750 -181 5 —
☆EAGG funds › ISHARES ESG AWARE US AGGREGATE BOND ETF ADD — 0.1% +0.0% 0.4 8,631 +2,183 2 —
☆PG funds › PROCTER & GAMBLE CO COM ADD — 0.1% -0.0% 0.4 2,677 +19 5 —
☆MRK funds › MERCK & CO INC COM ADD — 0.0% +0.0% 0.4 3,033 +53 5 —
☆SRE funds › SEMPRA COM TRIM — 0.0% -0.0% 0.4 4,027 -18 5 —
☆SUN funds › SUNOCO LP/SUNOCO FIN CORP COM UT REP LP TRIM — 0.0% +0.0% 0.4 4,816 -51 5 —
☆ESGD funds › ISHARES ESG AWARE MSCI EAFE ETF TRIM — 0.0% -0.0% 0.4 3,402 -269 5 —
☆ESGE funds › ISHARES ESG AWARE MSCI EM ETF TRIM — 0.0% -0.0% 0.4 6,742 -340 3 —
☆T funds › AT&T INC COM TRIM — 0.0% -0.0% 0.3 14,906 -574 5 —
☆INTC funds › INTEL CORP COM ADD — 0.0% +0.0% 0.3 3,331 +636 5 —
☆BLV funds › VANGUARD LONG-TERM BOND ETF ADD — 0.0% -0.0% 0.3 5,095 +344 5 —
☆ASML funds › ASML HLDG NV N Y REGISTRY SHS TRIM — 0.0% +0.0% 0.3 178 -1 5 —
☆USMC funds › PRINCIPAL U.S. MEGA-CAP ETF TRIM — 0.0% -0.0% 0.3 4,203 -48 3 —
☆HD funds › HOME DEPOT INC COM ADD — 0.0% +0.0% 0.3 939 +63 5 —
☆ANGL funds › VANECK FALLEN ANGEL HIGH YIELD BOND ETF TRIM — 0.0% -0.0% 0.3 10,719 -1,053 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TRIM — 0.0% -0.0% 0.3 705 -62 5 —
☆CI funds › THE CIGNA GROUP COM ADD — 0.0% -0.0% 0.3 1,034 +3 5 —
☆EVUS funds › ISHARES ESG AWARE MSCI USA VALUE ETF ADD — 0.0% +0.0% 0.3 8,068 +773 3 —
☆UNH funds › UNITEDHEALTH GROUP INC COM TRIM — 0.0% +0.0% 0.3 663 -19 5 —
☆IAGG funds › ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF TRIM — 0.0% -0.3% 0.3 5,731 -41,277 5 —
☆CAT funds › CATERPILLAR INC COM TRIM — 0.0% -0.0% 0.3 311 -32 5 —
☆WMT funds › WALMART INC COM TRIM — 0.0% -0.0% 0.3 2,528 -230 5 —
☆DB funds › DEUTSCHE BK AG NAMEN AKT HOLD — 0.0% +0.0% 0.3 7,724 +0 5 —
☆IWO funds › ISHARES RUSSELL 2000 GROWTH ETF HOLD — 0.0% -0.0% 0.3 730 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC COM ADD — 0.0% +0.0% 0.3 817 +28 5 —
☆FITB funds › FIFTH THIRD BANCORP COM TRIM — 0.0% -0.0% 0.3 4,748 -852 5 —
☆ITA funds › ISHARES U.S. AEROSPACE & DEFENSE ETF TRIM — 0.0% -0.0% 0.3 1,175 -89 4 —
☆AMP funds › AMERIPRISE FINL INC COM TRIM — 0.0% +0.0% 0.3 515 -7 5 —
☆VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD — 0.0% -0.0% 0.3 1,674 +8 5 —
☆XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ADD — 0.0% +0.0% 0.3 1,494 +22 5 —
☆CUSIP:09290C848 funds › ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF ADD — 0.0% -0.0% 0.3 9,050 +399 3 —
☆VTEB funds › VANGUARD TAX-EXEMPT BOND ETF TRIM — 0.0% -0.0% 0.3 5,235 -432 5 —
☆CSCO funds › CISCO SYS INC COM TRIM — 0.0% +0.0% 0.3 2,314 -167 5 —
☆TXT funds › TEXTRON INC COM ADD — 0.0% -0.0% 0.3 2,810 +9 5 —
☆GSIE funds › GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF HOLD — 0.0% -0.0% 0.3 5,449 +0 2 —
☆FXZ funds › FIRST TRUST MATERIALS ALPHADEX FUND TRIM — 0.0% -0.0% 0.2 3,116 -368 5 —
☆SO funds › SOUTHERN CO COM TRIM — 0.0% -0.0% 0.2 2,509 -19 5 —
☆DMXF funds › ISHARES ESG ADVANCED MSCI EAFE ETF ADD — 0.0% +0.0% 0.2 2,873 +271 2 —
☆VOE funds › VANGUARD MID-CAP VALUE ETF TRIM — 0.0% -0.0% 0.2 1,181 -142 5 —
☆IJH funds › ISHARES CORE S&P MID-CAP ETF ADD — 0.0% +0.0% 0.2 3,068 +154 5 —
☆MA funds › MASTERCARD INCORPORATED CL A TRIM — 0.0% -0.0% 0.2 436 -11 5 —
☆AMAT funds › APPLIED MATLS INC COM ADD — 0.0% +0.0% 0.2 418 +43 5 —
☆SEIX funds › VIRTUS SEIX SENIOR LOAN ETF ADD — 0.0% -0.0% 0.2 10,001 +205 5 —
☆EXPE funds › EXPEDIA GROUP INC COM NEW TRIM — 0.0% -0.0% 0.2 877 -3 5 —
☆GEV funds › GE VERNOVA INC COM TRIM — 0.0% -0.0% 0.2 228 -7 5 —
☆USMV funds › ISHARES MSCI USA MIN VOL FACTOR ETF ADD — 0.0% +0.0% 0.2 2,316 +387 5 —
☆GSLC funds › TR ACTIVEBETA US LARGE CAP EQUITY ETF HOLD — 0.0% -0.0% 0.2 1,531 +0 2 —
☆GE funds › GE AEROSPACE COM NEW ADD — 0.0% +0.0% 0.2 639 +52 5 —
☆FNB funds › F N B CORP COM ADD — 0.0% +0.0% 0.2 11,469 +79 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC COM TRIM — 0.0% -0.0% 0.2 4,850 -616 5 —
☆IWN funds › ISHARES RUSSELL 2000 VALUE ETF ADD — 0.0% +0.0% 0.2 967 +3 5 —
☆KO funds › COCA COLA CO COM ADD — 0.0% +0.0% 0.2 2,533 +46 5 —
☆ISMD funds › INSPIRE SMALL/MID CAP ETF ADD — 0.0% +0.0% 0.2 4,207 +18 5 —
☆XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ADD — 0.0% +0.0% 0.2 3,590 +265 5 —
☆GCOR funds › GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF HOLD — 0.0% -0.0% 0.2 4,936 +0 2 —
☆BAC funds › BANK OF AMER CORP COM TRIM — 0.0% +0.0% 0.2 3,143 -49 5 —
☆MO funds › ALTRIA GROUP INC COM ADD — 0.0% -0.0% 0.2 2,640 +21 5 —
☆CVX funds › CHEVRON CORPORATION COM TRIM — 0.0% -0.0% 0.2 987 -64 5 —
☆VUG funds › VANGUARD GROWTH ETF TRIM — 0.0% -0.0% 0.2 2,211 -60 4 —
☆VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ADD — 0.0% +0.0% 0.2 2,246 +140 5 —
☆VCSH funds › VANGUARD SHORT-TERM CORPORATE BOND ETF ADD — 0.0% +0.0% 0.2 2,344 +298 5 —
☆SPIB funds › STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF TRIM — 0.0% -0.0% 0.2 5,552 -1,447 5 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIONS CL A TRIM — 0.0% -0.0% 0.2 4,243 -93 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION COM TRIM — 0.0% -0.0% 0.2 188 -35 5 —
☆FWD funds › AB DISRUPTORS ETF HOLD ETP 0.0% -0.0% 0.2 1,324 +0 5 —
☆PLD funds › PROLOGIS INC. COM TRIM — 0.0% -0.0% 0.2 1,194 -23 5 —
☆GS funds › GOLDMAN SACHS GROUP INC COM TRIM — 0.0% +0.0% 0.2 155 -1 5 —
☆DIS funds › DISNEY WALT CO COM TRIM — 0.0% -0.0% 0.2 1,778 -287 5 —
☆SCHK funds › SCHWAB 1000 INDEX ETF ADD — 0.0% -0.0% 0.2 4,677 +12 2 —
☆ETHA funds › ISHARES ETHEREUM TRUST ETF ADD — 0.0% +0.0% 0.2 11,555 +3,353 5 —
☆SCHP funds › SCHWAB US TIPS ETF TRIM — 0.0% -0.0% 0.2 6,376 -1,039 5 —
☆FDEC funds › FT VEST US EQUITY BUFFER ETF - DECEMBER HOLD — 0.0% -0.0% 0.2 3,038 +0 5 —
☆IEUR funds › ISHARES CORE MSCI EUROPE ETF ADD — 0.0% +0.0% 0.2 2,187 +449 5 —
☆STIP funds › ISHARES 0-5 YEAR TIPS BOND ETF ADD — 0.0% +0.0% 0.2 1,615 +930 5 —
☆NFLX funds › NETFLIX INC. COM TRIM — 0.0% -0.0% 0.2 2,371 -542 5 —
☆NUMG funds › NUVEEN ESG MID-CAP GROWTH ETF HOLD — 0.0% -0.0% 0.2 3,479 +0 5 —
☆AVDV funds › AVANTIS INTERNATIONAL SMALL CAP VALUE ETF TRIM — 0.0% -0.0% 0.2 1,497 -12 5 —
☆ETN funds › EATON CORP PLC SHS ADD — 0.0% -0.0% 0.2 385 +17 5 —
☆MS funds › MORGAN STANLEY COM NEW ADD — 0.0% +0.0% 0.2 704 +90 5 —
☆TFI funds › STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF ADD — 0.0% -0.0% 0.2 3,358 +4 4 —
☆VNQ funds › VANGUARD REAL ESTATE ETF TRIM — 0.0% -0.0% 0.1 1,486 -2 5 —
☆WFC funds › WELLS FARGO & CO COM TRIM — 0.0% -0.0% 0.1 1,696 -76 5 —
☆BLK funds › BLACKROCK INC COM TRIM — 0.0% -0.0% 0.1 132 -6 5 —
☆PH funds › PARKER-HANNIFIN CORP COM TRIM — 0.0% -0.0% 0.1 142 -13 5 —
☆LRCX funds › LAM RESEARCH CORP COM NEW TRIM — 0.0% +0.0% 0.1 433 -3 5 —
☆CEG funds › CONSTELLATION ENERGY CORP COM TRIM — 0.0% -0.0% 0.1 498 -1 5 —
☆ACN funds › ACCENTURE PLC IRELAND SHS CLASS A ADD — 0.0% -0.0% 0.1 958 +219 5 —
☆ES funds › EVERSOURCE ENERGY COM ADD — 0.0% +0.0% 0.1 1,771 +3 5 —
☆C funds › CITIGROUP INC COM NEW ADD — 0.0% -0.0% 0.1 988 +2 5 —
☆BOXX funds › ALPHA ARCHITECT 1-3 MONTH BOX ETF TRIM — 0.0% -0.0% 0.1 1,100 -39 5 —
☆RTX funds › RTX CORPORATION COM ADD — 0.0% +0.0% 0.1 662 +11 5 —
☆TJX funds › TJX COS INC NEW COM TRIM — 0.0% -0.0% 0.1 828 -68 5 —
☆MCD funds › MCDONALDS CORP COM TRIM — 0.0% -0.0% 0.1 485 -64 5 —
☆ADI funds › ANALOG DEVICES INC COM TRIM — 0.0% -0.0% 0.1 329 -23 5 —
☆SPGI funds › S&P GLOBAL INC COM ADD — 0.0% +0.0% 0.1 296 +14 5 —
☆PRU funds › PRUDENTIAL FINL INC COM TRIM — 0.0% +0.0% 0.1 1,047 -8 5 —
☆VAW funds › VANGUARD MATERIALS ETF ADD — 0.0% -0.0% 0.1 546 +1 5 —
☆FNDF funds › SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF TRIM — 0.0% -0.0% 0.1 2,279 -312 5 —
☆DWAS funds › INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF HOLD — 0.0% -0.0% 0.1 1,033 +0 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC CL A ADD — 0.0% +0.0% 0.1 642 +501 5 —
☆LCTD funds › ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF ADD — 0.0% -0.0% 0.1 2,079 +39 3 —
☆APH funds › AMPHENOL CORP CL A HOLD — 0.0% +0.0% 0.1 756 +0 5 —
☆NOW funds › SERVICENOW INC COM ADD — 0.0% +0.0% 0.1 1,244 +533 5 —
☆TXN funds › TEXAS INSTRS INC COM ADD — 0.0% +0.0% 0.1 403 +55 5 —
☆SUSB funds › ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF NEW — 0.0% +0.0% 0.1 4,755 +4,755 1 —
☆KLAC funds › KLA CORP COM NEW ADD — 0.0% +0.0% 0.1 549 +489 5 —
☆VOOG funds › VANGUARD S&P 500 GROWTH ETF ADD — 0.0% -0.0% 0.1 1,440 +25 5 —
☆GILD funds › GILEAD SCIENCES INC COM TRIM — 0.0% -0.0% 0.1 883 -72 5 —
☆VBR funds › VANGUARD SMALL CAP VALUE ETF TRIM — 0.0% -0.0% 0.1 470 -18 5 —
☆VIG funds › VANGUARD DIVIDEND APPRECIATION ETF TRIM — 0.0% -0.0% 0.1 482 -183 5 —
☆UBER funds › UBER TECHNOLOGIES INC COM ADD — 0.0% +0.0% 0.1 1,624 +155 5 —
☆PFE funds › PFIZER INC COM TRIM — 0.0% -0.0% 0.1 4,546 -267 5 —
☆GD funds › GENERAL DYNAMICS CORP COM TRIM — 0.0% -0.0% 0.1 299 -14 5 —
☆CSX funds › CSX CORP COM TRIM — 0.0% -0.0% 0.1 2,231 -120 5 —
☆COP funds › CONOCOPHILLIPS COM TRIM — 0.0% -0.0% 0.1 932 -74 5 —
☆HDV funds › ISHARES CORE HIGH DIVIDEND ETF TRIM — 0.0% -0.0% 0.1 3,865 -253 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC COM TRIM — 0.0% -0.0% 0.1 207 -32 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING INC COM ADD — 0.0% +0.0% 0.1 447 +115 5 —
☆GEM funds › GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF HOLD — 0.0% -0.0% 0.1 2,179 +0 2 —
☆CMI funds › CUMMINS INC COM TRIM — 0.0% -0.0% 0.1 163 -11 5 —
☆DTD funds › WISDOMTREE U.S. TOTAL DIVIDEND FUND ADD — 0.0% -0.0% 0.1 1,132 +3 4 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS TRIM — 0.0% +0.0% 0.1 118 -6 5 —
☆SHEL funds › SHELL PLC SPON ADS ADD — 0.0% -0.0% 0.1 1,222 +7 5 —
☆TIP funds › ISHARES TIPS BOND ETF ADD — 0.0% +0.0% 0.1 990 +111 5 —
☆TRI funds › THOMSON REUTERS CORP COM NEW — 0.0% +0.0% 0.1 1,207 +1,207 1 —
☆ACWX funds › ISHARES MSCI ACWI EX U.S. ETF ADD — 0.0% +0.0% 0.1 1,398 +102 5 —
☆LQD funds › ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF TRIM — 0.0% -0.0% 0.1 968 -436 5 —
☆IXUS funds › ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF TRIM — 0.0% -0.0% 0.1 1,094 -1,651 4 —
☆VPL funds › VANGUARD FTSE PACIFIC ETF ADD — 0.0% -0.0% 0.1 913 +12 5 —
☆KKR funds › KKR & CO INC COM TRIM — 0.0% -0.0% 0.1 1,032 -8 5 —
☆GIGB funds › GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF HOLD — 0.0% -0.0% 0.1 2,185 +0 2 —
☆XLC funds › STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF TRIM — 0.0% -0.0% 0.1 900 -122 5 —
☆CMCSA funds › COMCAST CORP NEW CL A TRIM — 0.0% -0.0% 0.1 4,172 -587 5 —
☆FIVA funds › FIDELITY INTERNATIONAL VALUE FACTOR ETF ADD — 0.0% +0.0% 0.1 2,515 +865 4 —
☆SCHX funds › SCHWAB U.S. LARGE-CAP ETF ADD — 0.0% +0.0% 0.1 3,307 +178 5 —
☆ORCL funds › ORACLE CORP COM TRIM — 0.0% -0.0% 0.1 771 -117 5 —
☆ABNB funds › AIRBNB INC COM CL A ADD — 0.0% -0.0% 0.1 686 +10 5 —
☆IEI funds › ISHARES 3-7 YEAR TREASURY BOND ETF ADD — 0.0% +0.0% 0.1 825 +60 5 —
☆BTC funds › GRAYSCALE BITCOIN MINI TRUST ETF ADD — 0.0% +0.0% 0.1 3,280 +2,322 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC COM ADD — 0.0% -0.0% 0.1 718 +5 5 —
☆KMI funds › KINDER MORGAN INC DEL COM ADD — 0.0% -0.0% 0.1 2,926 +138 5 —
☆XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF ADD — 0.0% +0.0% 0.1 595 +82 5 —
☆PEP funds › PEPSICO INC COM TRIM — 0.0% -0.0% 0.1 689 -85 5 —
☆PEY funds › INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF ADD — 0.0% +0.0% 0.1 3,745 +27 5 —
☆JGRO funds › JPMORGAN ACTIVE GROWTH ETF TRIM — 0.0% -0.0% 0.1 965 -23 2 —
☆FA funds › FIRST ADVANTAGE CORP NEW COM HOLD — 0.0% +0.0% 0.1 4,566 +0 5 —
☆BNY funds › BANK OF NY MELLON CORP COM TRIM — 0.0% +0.0% 0.1 568 -18 5 —
☆MNST funds › MONSTER BEVERAGE CORP NEW COM TRIM — 0.0% +0.0% 0.1 947 -94 5 —
☆ONEY funds › STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF ADD — 0.0% -0.0% 0.1 692 +4 5 —
☆MDT funds › MEDTRONIC PLC SHS ADD — 0.0% +0.0% 0.1 1,099 +161 5 —
☆QCOM funds › QUALCOMM INC COM ADD — 0.0% +0.0% 0.1 504 +211 5 —
☆ABT funds › ABBOTT LABORATORIES COM ADD — 0.0% +0.0% 0.1 868 +276 5 —
☆SE funds › SEA LTD SPONSORD ADS ADD — 0.0% +0.0% 0.1 832 +1 5 —
☆IUSG funds › ISHARES CORE S&P U.S. GROWTH ETF HOLD — 0.0% -0.0% 0.1 463 +0 5 —
☆TT funds › TRANE TECHNOLOGIES PLC SHS TRIM — 0.0% -0.0% 0.1 181 -9 5 —
☆DFUS funds › DIMENSIONAL U.S. EQUITY MARKET ETF ADD — 0.0% +0.0% 0.1 1,045 +236 5 —
☆GGUS funds › MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF HOLD — 0.0% -0.0% 0.1 1,297 +0 2 —
☆SHW funds › SHERWIN WILLIAMS CO COM TRIM — 0.0% -0.0% 0.1 264 -9 5 —
☆IYW funds › ISHARES U.S. TECHNOLOGY ETF TRIM — 0.0% +0.0% 0.1 345 -1 5 —
☆NEE funds › NEXTERA ENERGY INC COM TRIM — 0.0% -0.0% 0.1 939 -39 5 —
☆ANET funds › ARISTA NETWORKS INC COM SHS ADD — 0.0% -0.0% 0.1 478 +5 5 —
☆ILCG funds › ISHARES MORNINGSTAR GROWTH ETF ADD — 0.0% +0.0% 0.1 730 +492 4 —
☆MCK funds › MCKESSON CORP COM TRIM — 0.0% -0.0% 0.1 102 -10 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO COM TRIM — 0.0% +0.0% 0.1 340 -33 5 —
☆EQH funds › EQUITABLE HLDGS INC COM TRIM — 0.0% -0.0% 0.1 1,693 -349 5 —
☆BBUS funds › JPMORGAN BETABUILDERS U.S. EQUITY ETF ADD — 0.0% -0.0% 0.1 607 +11 2 —
☆AZN funds › ASTRAZENECA PLC ORD TRIM — 0.0% -0.0% 0.1 477 -32 2 —
☆LOW funds › LOWES COS INC COM TRIM — 0.0% -0.0% 0.1 395 -70 5 —
☆SPLB funds › STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF ADD — 0.0% +0.0% 0.1 3,729 +359 4 —
☆SCHW funds › SCHWAB CHARLES CORP COM TRIM — 0.0% -0.0% 0.1 796 -28 5 —
☆UNP funds › UNION PAC CORP COM HOLD — 0.0% +0.0% 0.1 274 +0 5 —
☆AMGN funds › AMGEN INC COM TRIM — 0.0% +0.0% 0.1 219 -2 5 —
☆BKNG funds › BOOKING HOLDINGS INC COM ADD — 0.0% +0.0% 0.1 451 +17 5 —
☆ICF funds › ISHARES SELECT U.S. REIT ETF ADD — 0.0% -0.0% 0.1 1,159 +6 4 —
☆FSEC funds › FIDELITY INVESTMENT GRADE SECURITIZED ETF ADD — 0.0% -0.0% 0.1 1,845 +1 4 —
☆ED funds › CONSOLIDATED EDISON INC COM ADD — 0.0% -0.0% 0.1 711 +10 5 —
☆PYPL funds › PAYPAL HLDGS INC COM TRIM — 0.0% +0.0% 0.1 1,430 -93 5 —
☆FCX funds › FREEPORT MCMORAN INC CL B TRIM — 0.0% +0.0% 0.1 1,216 -47 5 —
☆WDIV funds › STATE STREET SPDR S&P GLOBAL DIVIDEND ETF ADD — 0.0% -0.0% 0.1 948 +17 3 —
☆SPYV funds › STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF ADD — 0.0% -0.0% 0.1 1,264 +5 5 —
☆EME funds › EMCOR GROUP INC COM TRIM — 0.0% -0.0% 0.1 103 -14 5 —
☆GSID funds › MARKETBETA INTL EQUITY ETF HOLD — 0.0% -0.0% 0.1 1,029 +0 2 —
☆JBND funds › JPMORGAN ACTIVE BOND ETF ADD — 0.0% -0.0% 0.1 1,468 +57 4 —
☆TRV funds › TRAVELERS COMPANIES INC COM ADD — 0.0% +0.0% 0.1 208 +5 5 —
☆PWR funds › QUANTA SVCS INC COM TRIM — 0.0% -0.0% 0.1 120 -10 5 —
☆WELL funds › WELLTOWER INC COM TRIM — 0.0% +0.0% 0.1 314 -3 5 —
☆EXC funds › EXELON CORP COM ADD — 0.0% -0.0% 0.1 1,646 +66 5 —
☆NVS funds › NOVARTIS AG SPONSORED ADR TRIM — 0.0% -0.0% 0.1 501 -1 5 —
☆VT funds › VANGUARD TOTAL WORLD STOCK ETF ADD — 0.0% -0.0% 0.1 490 +1 5 —
☆VTV funds › VANGUARD VALUE ETF TRIM — 0.0% -0.0% 0.1 348 -22 5 —
☆USB funds › US BANCORP COM NEW TRIM — 0.0% +0.0% 0.1 1,174 -1 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC CL A TRIM — 0.0% -0.0% 0.1 604 -78 5 —
☆PFF funds › ISHARES PREFERRED & INCOME SECURITIES ETF ADD — 0.0% -0.0% 0.1 2,463 +33 5 —
☆COIN funds › COINBASE GLOBAL INC COM CL A TRIM — 0.0% -0.0% 0.1 449 -17 5 —
☆PHM funds › PULTE GROUP INC COM TRIM — 0.0% +0.0% 0.1 588 -3 5 —
☆DBB funds › INVESCO DB BASE METALS FUND TRIM — 0.0% -0.0% 0.1 2,960 -1 5 —
☆DAL funds › DELTA AIR LINES INC COM NEW TRIM — 0.0% +0.0% 0.1 874 -15 5 —
☆PAYX funds › PAYCHEX INC COM ADD — 0.0% +0.0% 0.1 657 +176 5 —
☆JNK funds › STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF TRIM — 0.0% -0.0% 0.1 746 -84 5 —
☆SPYG funds › STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF TRIM — 0.0% -0.0% 0.1 602 -194 4 —
☆APO funds › APOLLO GLOBAL MGMT INC COM ADD — 0.0% -0.0% 0.1 594 +24 5 —
☆IWD funds › ISHARES RUSSELL 1000 VALUE ETF TRIM — 0.0% -0.0% 0.1 282 -44 5 —
☆DDOG funds › DATADOG INC CL A COM ADD — 0.0% +0.0% 0.1 282 +14 5 —
☆GLW funds › CORNING INC COM ADD — 0.0% -0.0% 0.1 449 +13 5 —
☆SLV funds › ISHARES SILVER TRUST TRIM — 0.0% -0.0% 0.1 1,281 -20 5 —
☆PGR funds › PROGRESSIVE CORP COM ADD — 0.0% +0.0% 0.1 336 +46 5 —
☆MGK funds › VANGUARD MEGA CAP GROWTH ETF TRIM — 0.0% -0.0% 0.1 788 -3 5 —
☆EMB funds › ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF TRIM — 0.0% -0.0% 0.1 719 -664 5 —
☆NET funds › CLOUDFLARE INC CL A COM TRIM — 0.0% -0.0% 0.1 253 -19 5 —
☆GWW funds › WW GRAINGER INC COM ADD — 0.0% +0.0% 0.1 50 +1 5 —
☆FAST funds › FASTENAL CO COM ADD — 0.0% -0.0% 0.1 1,492 +23 5 —
☆WDC funds › WESTERN DIGITAL CORP COM TRIM — 0.0% +0.0% 0.1 121 -11 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A SHS ADD — 0.0% +0.0% 0.1 142 +33 5 —
☆ABFL funds › ABACUS FCF LEADERS ETF HOLD — 0.0% -0.0% 0.1 802 +0 5 —
☆IGSB funds › ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ADD — 0.0% -0.0% 0.1 1,281 +10 3 —
☆ZECP funds › ZACKS EARNINGS CONSISTENT PORTFOLIO ETF HOLD — 0.0% -0.0% 0.1 1,791 +0 3 —
☆DHR funds › DANAHER CORP DEL COM TRIM — 0.0% -0.0% 0.1 372 -48 5 —
☆IDXX funds › IDEXX LABS INC COM ADD — 0.0% +0.0% 0.1 122 +24 5 —
☆NVO funds › NOVO-NORDISK A S ADR ADD — 0.0% +0.0% 0.1 1,378 +325 5 —
☆IFRA funds › ISHARES U.S. INFRASTRUCTURE ETF ADD — 0.0% -0.0% 0.1 1,052 +3 5 —
☆CASY funds › CASEYS GEN STORES INC COM TRIM — 0.0% -0.0% 0.1 76 -12 5 —
☆WBD funds › WARNER BROS DISCOVERY INC COM SER A TRIM — 0.0% -0.0% 0.1 2,517 -7 5 —
☆IQLT funds › ISHARES MSCI INTL QUALITY FACTOR ETF ADD — 0.0% -0.0% 0.1 1,301 +14 5 —
☆VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ADD — 0.0% +0.0% 0.1 1,303 +116 5 —
☆FCF funds › FIRST COMWLTH FINL CORP PA COM ADD — 0.0% +0.0% 0.1 3,056 +22 5 —
☆MSTR funds › STRATEGY INC CL A NEW TRIM — 0.0% -0.0% 0.1 635 -55 5 —
☆IGM funds › ISHARES EXPANDED TECH SECTOR ETF TRIM — 0.0% -0.0% 0.1 403 -15 4 —
☆ISRG funds › INTUITIVE SURGICAL INC COM NEW TRIM — 0.0% -0.0% 0.1 185 -23 5 —
☆WEC funds › WEC ENERGY GROUP INC COM TRIM — 0.0% -0.0% 0.1 555 -42 5 —
☆SBUX funds › STARBUCKS CORP COM TRIM — 0.0% -0.0% 0.1 605 -71 5 —
☆HSBC funds › HSBC HLDGS PLC SPON ADR NEW ADD — 0.0% +0.0% 0.1 610 +15 5 —
☆FELC funds › FIDELITY ENHANCED LARGE CAP CORE ETF NEW — 0.0% +0.0% 0.1 1,482 +1,482 1 —
☆ROST funds › ROSS STORES INC COM TRIM — 0.0% -0.0% 0.1 263 -11 5 —
☆AMLP funds › ALERIAN MLP ETF TRIM ETP 0.0% -0.0% 0.1 1,133 -578 4 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC COM ADD — 0.0% +0.0% 0.1 130 +14 5 —
☆CRM funds › SALESFORCE INC COM TRIM — 0.0% -0.0% 0.1 376 -85 5 —
☆NVT funds › NVENT ELEC PLC SHS TRIM — 0.0% -0.0% 0.1 386 -161 5 —
☆FNDC funds › SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF ADD — 0.0% -0.0% 0.1 1,255 +7 5 —
☆BA funds › BOEING CO COM TRIM — 0.0% -0.0% 0.1 290 -24 5 —
☆ENSG funds › ENSIGN GROUP INC COM TRIM — 0.0% -0.0% 0.1 355 -38 5 —
☆EOS funds › EATON VANCE ENHANCED EQUITY IN COM ADD — 0.0% -0.0% 0.1 2,751 +36 5 —
☆UBS funds › UBS GROUP AG SHS TRIM — 0.0% +0.0% 0.1 1,137 -6 5 —
☆HEI funds › HEICO CORP NEW COM TRIM — 0.0% +0.0% 0.1 178 -1 5 —
☆FDMO funds › FIDELITY MOMENTUM FACTOR ETF TRIM — 0.0% -0.0% 0.1 625 -1 4 —
☆CW funds › CURTISS WRIGHT CORP COM ADD — 0.0% -0.0% 0.1 81 +2 5 —
☆FDRR funds › FIDELITY DIVIDEND ETF FOR RISING RATES HOLD — 0.0% -0.0% 0.1 883 +0 4 —
☆BP funds › BP PLC SPONSORED ADR TRIM — 0.0% -0.0% 0.1 1,354 -19 5 —
☆CB funds › CHUBB LIMITED COM TRIM — 0.0% -0.0% 0.1 170 -25 5 —
☆XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF TRIM — 0.0% -0.0% 0.1 511 -2 5 —
☆SYK funds › STRYKER CORPORATION COM ADD — 0.0% +0.0% 0.1 188 +2 5 —
☆JCI funds › JOHNSON CTLS INTL PLC SHS TRIM — 0.0% -0.0% 0.1 408 -15 5 —
☆IJK funds › ISHARES S&P MID-CAP 400 GROWTH ETF HOLD — 0.0% -0.0% 0.1 513 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW COM NEW ADD — 0.0% +0.0% 0.1 453 +24 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC COM TRIM — 0.0% -0.0% 0.1 1,800 -194 5 —
☆RY funds › ROYAL BK CDA COM TRIM — 0.0% +0.0% 0.1 274 -13 5 —
☆ICLN funds › ISHARES GLOBAL CLEAN ENERGY ETF NEW — 0.0% +0.0% 0.1 3,109 +3,109 1 —
☆INTU funds › INTUIT COM TRIM — 0.0% -0.0% 0.1 202 -34 5 —
☆LMT funds › LOCKHEED MARTIN CORP COM TRIM — 0.0% -0.0% 0.1 112 -12 5 —
☆GSSC funds › TR ACTIVEBETA US SMALL CAP EQUITY ETF HOLD — 0.0% +0.0% 0.1 636 +0 2 —
☆EHC funds › ENCOMPASS HEALTH CORP COM HOLD — 0.0% -0.0% 0.1 511 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP COM TRIM — 0.0% -0.0% 0.1 280 -2 5 —
☆FDX funds › FEDEX CORP COM ADD — 0.0% -0.0% 0.1 175 +6 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC COM TRIM — 0.0% -0.0% 0.1 40 -6 5 —
☆SNDK funds › SANDISK CORP COM HOLD — 0.0% +0.0% 0.1 35 +0 3 —
☆FE funds › FIRSTENERGY CORP COM ADD — 0.0% +0.0% 0.1 1,133 +36 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP COM ADD — 0.0% +0.0% 0.1 195 +4 5 —
☆HIMS funds › HIMS & HERS HEALTH INC COM CL A ADD — 0.0% +0.0% 0.1 1,756 +106 4 —
☆MDLZ funds › MONDELEZ INTL INC CL A ADD — 0.0% -0.0% 0.1 900 +5 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC COM TRIM — 0.0% -0.0% 0.1 192 -30 5 —
☆SNOW funds › SNOWFLAKE INC COM SHS ADD — 0.0% +0.0% 0.1 202 +19 5 —
☆AEE funds › AMEREN CORP COM TRIM — 0.0% -0.0% 0.1 482 -28 5 —
☆CVS funds › CVS HEALTH CORP COM ADD — 0.0% +0.0% 0.1 499 +45 5 —
☆TD funds › TORONTO DOMINION BK ONT COM NEW TRIM — 0.0% +0.0% 0.1 443 -22 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC COM TRIM — 0.0% -0.0% 0.1 621 -158 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC COM TRIM — 0.0% -0.0% 0.1 304 -66 5 —
☆USFR funds › WISDOMTREE FLOATING RATE TREASURY FUND TRIM — 0.0% -0.0% 0.1 1,051 -22 5 —
☆RJF funds › RAYMOND JAMES FINL INC COM TRIM — 0.0% -0.0% 0.1 314 -33 5 —
☆BTI funds › BRITISH AMERN TOB PLC SPONSORED ADR ADD — 0.0% +0.0% 0.1 848 +213 5 —
☆TER funds › TERADYNE INC COM HOLD — 0.0% -0.0% 0.1 142 +0 5 —
☆EQIX funds › EQUINIX INC COM TRIM — 0.0% -0.0% 0.1 50 -1 5 —
☆DGRO funds › ISHARES CORE DIVIDEND GROWTH ETF TRIM — 0.0% -0.0% 0.1 665 -209 5 —
☆TLT funds › ISHARES 20 YEAR TREASURY BOND ETF ADD — 0.0% +0.0% 0.1 615 +340 5 —
☆DLR funds › DIGITAL RLTY TR INC COM ADD — 0.0% -0.0% 0.1 287 +6 5 —
☆FERG funds › FERGUSON ENTERPRISES INC COMMON STOCK NEW ADD — 0.0% -0.0% 0.1 222 +3 5 —
☆VIK funds › VIKING HOLDINGS LTD ORD SHS ADD — 0.0% +0.0% 0.1 508 +27 5 —
☆MSTY funds › YIELDMAX MSTR OPTION INCOME STRATEGY ETF ADD — 0.0% -0.0% 0.1 3,826 +427 3 —
☆PNC funds › PNC FINL SVCS GROUP INC COM TRIM — 0.0% -0.0% 0.0 198 -18 5 —
☆MAR funds › MARRIOTT INTL INC NEW CL A TRIM — 0.0% -0.0% 0.0 133 -23 5 —
☆FBND funds › FIDELITY TOTAL BOND ETF HOLD — 0.0% -0.0% 0.0 1,086 +0 4 —
☆FCOR funds › FIDELITY CORPORATE BOND ETF HOLD — 0.0% -0.0% 0.0 1,049 +0 4 —
☆HYG funds › ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF TRIM — 0.0% -0.0% 0.0 610 -175 4 —
☆BDVL funds › ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT ADD — 0.0% -0.0% 0.0 1,870 +16 4 —
☆APP funds › APPLOVIN CORP COM CL A ADD — 0.0% -0.0% 0.0 117 +3 5 —
☆EA funds › ELECTRONIC ARTS INC COM TRIM — 0.0% -0.0% 0.0 230 -12 5 —
☆CBOE funds › CBOE GLOBAL MKTS INC COM TRIM — 0.0% -0.0% 0.0 170 -13 5 —
☆MMM funds › 3M CO COM TRIM — 0.0% +0.0% 0.0 280 -12 5 —
☆Q funds › QNITY ELECTRONICS INC COMMON STOCK TRIM — 0.0% -0.0% 0.0 344 -17 3 —
☆UAL funds › UNITED AIRLS HLDGS INC COM ADD — 0.0% +0.0% 0.0 406 +7 5 —
☆ASTS funds › AST SPACEMOBILE INC COM CL A ADD — 0.0% +0.0% 0.0 766 +437 3 —
☆SPHB funds › INVESCO S&P 500 HIGH BETA ETF TRIM — 0.0% -0.0% 0.0 327 -1 3 —
☆VO funds › VANGUARD MID-CAP ETF TRIM — 0.0% -0.0% 0.0 585 -768 5 —
☆RINF funds › PROSHARES INFLATION EXPECTATIONS ETF ADD — 0.0% -0.0% 0.0 1,438 +10 5 —
☆AOK funds › ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF TRIM — 0.0% -0.0% 0.0 1,143 -95 5 —
☆SRLN funds › STATE STREET BLACKSTONE SENIOR LOAN ETF ADD — 0.0% -0.0% 0.0 1,147 +13 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY COM TRIM — 0.0% +0.0% 0.0 506 -1 5 —
☆TPR funds › TAPESTRY INC COM ADD — 0.0% -0.0% 0.0 318 +3 5 —
☆SMFG funds › SUMITOMO MITSUI FIN GRP INC SPONSORED ADR TRIM — 0.0% +0.0% 0.0 1,737 -150 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO COM TRIM — 0.0% -0.0% 0.0 744 -57 5 —
☆FELG funds › FIDELITY ENHANCED LARGE CAP GROWTH ETF HOLD — 0.0% -0.0% 0.0 1,043 +0 5 —
☆CL funds › COLGATE PALMOLIVE CO COM ADD — 0.0% +0.0% 0.0 490 +4 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC COM ADD — 0.0% -0.0% 0.0 133 +1 5 —
☆BDYN funds › ISHARES DYNAMIC EQUITY ACTIVE ETF HOLD — 0.0% -0.0% 0.0 1,620 +0 4 —
☆FMDE funds › FIDELITY ENHANCED MID CAP CORE ETF ADD — 0.0% -0.0% 0.0 1,103 +1 5 —
☆TOST funds › TOAST INC CL A ADD — 0.0% +0.0% 0.0 1,529 +141 5 —
☆PSX funds › PHILLIPS 66 COM ADD — 0.0% +0.0% 0.0 210 +17 5 —
☆DHI funds › D R HORTON INC COM TRIM — 0.0% -0.0% 0.0 312 -18 5 —
☆ZETA funds › ZETA GLOBAL HOLDINGS CORP CL A HOLD — 0.0% +0.0% 0.0 2,167 +0 4 —
☆VTR funds › VENTAS INC COM ADD — 0.0% +0.0% 0.0 450 +313 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC COM ADD — 0.0% +0.0% 0.0 207 +28 5 —
☆FISV funds › FISERV INC COM ADD — 0.0% -0.0% 0.0 865 +120 5 —
☆SAN funds › BANCO SANTANDER SA ADR TRIM — 0.0% -0.0% 0.0 3,105 -299 5 —
☆NZF funds › NUVEEN MUN CR INCOME FD COM SH BEN INT HOLD — 0.0% -0.0% 0.0 3,445 +0 5 —
☆TILT funds › FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND HOLD — 0.0% -0.0% 0.0 154 +0 5 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES TRIM — 0.0% -0.0% 0.0 186 -28 4 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INCME COM HOLD — 0.0% -0.0% 0.0 3,729 +0 5 —
☆D funds › DOMINION ENERGY INC COM ADD — 0.0% +0.0% 0.0 595 +4 5 —
☆IBB funds › ISHARES BIOTECHNOLOGY ETF ADD — 0.0% +0.0% 0.0 225 +19 3 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS ADD — 0.0% +0.0% 0.0 1,876 +139 5 —
☆TRGP funds › TARGA RES CORP COM TRIM — 0.0% -0.0% 0.0 148 -14 5 —
☆ETHE funds › GRAYSCALE ETHEREUM STAKING ETF HOLD — 0.0% -0.0% 0.0 2,700 +0 5 —
☆DE funds › DEERE & CO COM TRIM — 0.0% -0.0% 0.0 69 -5 5 —
☆PBH funds › PRESTIGE CONSMR HEALTHCARE INC COM ADD — 0.0% -0.0% 0.0 854 +71 2 —
☆SNA funds › SNAP ON INC COM TRIM — 0.0% -0.0% 0.0 103 -15 5 —
☆GTIP funds › GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF HOLD — 0.0% -0.0% 0.0 869 +0 2 —
☆SMMD funds › ISHARES RUSSELL 2500 ETF ADD — 0.0% +0.0% 0.0 461 +10 5 —
☆SLYV funds › STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF TRIM — 0.0% -0.0% 0.0 376 -399 4 —
☆AFL funds › AFLAC INC COM TRIM Common Stock 0.0% -0.0% 0.0 332 -12 5 —
☆A funds › AGILENT TECHNOLOGIES INC COM TRIM — 0.0% -0.0% 0.0 307 -82 5 —
☆BOND funds › PIMCO ACTIVE BOND EXCHANGE-TRADED FUND ADD — 0.0% -0.0% 0.0 450 +3 5 —
☆JIRE funds › JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF ADD — 0.0% +0.0% 0.0 492 +14 2 —
☆TOPT funds › ISHARES TOP 20 U.S. STOCKS ETF HOLD — 0.0% -0.0% 0.0 1,206 +0 2 —
☆QLC funds › FLEXSHARES US QUALITY LARGE CAP INDEX FUND HOLD — 0.0% -0.0% 0.0 442 +0 5 —
☆FGDL funds › FRANKLIN RESPONSIBLY SOURCED GOLD ETF ADD — 0.0% +0.0% 0.0 725 +184 3 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR TRIM — 0.0% -0.0% 0.0 1,516 -419 5 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 778 +0 5 —
☆FTNT funds › FORTINET INC COM ADD — 0.0% +0.0% 0.0 255 +20 5 —
☆HOOD funds › ROBINHOOD MKTS INC COM CL A ADD — 0.0% +0.0% 0.0 378 +48 5 —
☆IWS funds › ISHARES RUSSELL MID-CAP VALUE ETF TRIM — 0.0% -0.0% 0.0 238 -181 4 —
☆IBN funds › ICICI BANK LIMITED ADR HOLD — 0.0% +0.0% 0.0 1,332 +0 5 —
☆OEF funds › ISHARES S&P 100 ETF TRIM — 0.0% -0.0% 0.0 106 -343 5 —
☆CR funds › CRANE COMPANY COMMON STOCK TRIM — 0.0% +0.0% 0.0 177 -11 5 —
☆GNR funds › STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF ADD — 0.0% -0.0% 0.0 540 +6 5 —
☆ARM funds › ARM HOLDINGS PLC SPONSORED ADS TRIM — 0.0% +0.0% 0.0 134 -8 5 —
☆XLB funds › STATE STREET MATERIALS SELECT SECTOR SPDR ETF ADD — 0.0% +0.0% 0.0 747 +632 2 —
☆PID funds › INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF ADD — 0.0% -0.0% 0.0 1,656 +23 4 —
☆WMB funds › WILLIAMS COS INC COM ADD — 0.0% -0.0% 0.0 508 +28 5 —
☆CME funds › CME GROUP INC COM TRIM — 0.0% -0.0% 0.0 151 -55 5 —
☆NKE funds › NIKE INC CL B ADD — 0.0% +0.0% 0.0 890 +229 5 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC COM TRIM — 0.0% +0.0% 0.0 104 -1 5 —
☆ACWV funds › ISHARES MSCI GLOBAL MIN VOL FACTOR ETF ADD — 0.0% -0.0% 0.0 306 +2 5 —
☆PSA funds › PUBLIC STORAGE COM TRIM — 0.0% -0.0% 0.0 118 -2 5 —
☆DFIV funds › DIMENSIONAL INTERNATIONAL VALUE ETF ADD — 0.0% +0.0% 0.0 655 +181 5 —
☆RVMD funds › REVOLUTION MEDICINES INC COM ADD — 0.0% +0.0% 0.0 199 +5 5 —
☆PSMT funds › PRICESMART INC COM TRIM — 0.0% +0.0% 0.0 195 -1 4 —
☆ACGL funds › ARCH CAP GROUP LTD ORD TRIM — 0.0% -0.0% 0.0 367 -58 5 —
☆TDVG funds › T. ROWE PRICE DIVIDEND GROWTH ETF HOLD — 0.0% -0.0% 0.0 731 +0 2 —
☆LFUS funds › LITTELFUSE INC COM TRIM — 0.0% -0.0% 0.0 86 -5 5 —
☆SLF funds › SUN LIFE FINANCIAL INC. COM HOLD — 0.0% +0.0% 0.0 441 +0 5 —
☆FEGE funds › FIRST EAGLE GLOBAL EQUITY ETF HOLD — 0.0% -0.0% 0.0 723 +0 2 —
☆AZO funds › AUTOZONE INC COM HOLD — 0.0% -0.0% 0.0 12 +0 5 —
☆U funds › UNITY SOFTWARE INC COM HOLD — 0.0% +0.0% 0.0 1,216 +0 5 —
☆IYT funds › ISHARES US TRANSPORTATION ETF ADD — 0.0% +0.0% 0.0 403 +19 2 —
☆XLU funds › STATE STREET UTILITIES SELECT SECTOR SPDR ETF ADD — 0.0% +0.0% 0.0 770 +69 5 —
☆NYT funds › NEW YORK TIMES CO MTN BE CL A ADD — 0.0% -0.0% 0.0 481 +25 5 —
☆VRT funds › VERTIV HOLDINGS CO COM CL A TRIM — 0.0% -0.0% 0.0 116 -14 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP COM ADD — 0.0% -0.0% 0.0 413 +11 5 —
☆IEFA funds › ISHARES CORE MSCI EAFE ETF ADD — 0.0% +0.0% 0.0 359 +17 5 —
☆QUIZ funds › ZACKS QUALITY INTERNATIONAL ETF HOLD — 0.0% -0.0% 0.0 1,195 +0 3 —
☆SLB funds › SLB LIMITED COM STK TRIM — 0.0% -0.0% 0.0 725 -151 5 —
☆HWM funds › HOWMET AEROSPACE INC COM ADD — 0.0% +0.0% 0.0 123 +17 5 —
☆SOFI funds › SOFI TECHNOLOGIES INC COM TRIM — 0.0% -0.0% 0.0 2,010 -89 5 —
☆AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF HOLD — 0.0% -0.0% 0.0 272 +0 5 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 794 1867 0.04 53% 0.041 0.701 — in
2026Q1 749 1818 0.09 53% 0.041 0.615 — in
2025Q4 641 1709 0.35 54% 0.042 0.121 — in
2025Q3 624 1694 0.44 55% 0.042 0.063 — in
2025Q2 490 1529 0.28 64% 0.055 0.281 — entered
2025Q1 418 1553 0.00 69% 0.068 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