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☆Iron Horse Wealth Management, LLC

CIK 0001836270 · holdings for 2025Q2 (change vs 2025Q1) · in signal universe
Quality Q
0.751
AUM ($M)
339
Positions
591
Turnover
0.03
Top-10 wt
70%
Herfindahl
0.062
History (qtrs)
2
Excess Return
—

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Security type

Holdings · 500 of 648 positions (showing top 500 by weight) · portfolio value $339M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 10.5% -0.3% 35.8 268,260 +5,493 1 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 10.3% -0.3% 35.0 690,854 +36,892 1 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 10.0% +1.0% 34.0 85,811 +1,377 1 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 6.8% +0.3% 23.1 405,739 +5,576 1 —
☆SPY funds › SPDR S&P 500 ETF TR ADD — 6.8% +0.2% 23.1 37,393 +602 1 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 6.5% +0.2% 22.1 546,648 +8,071 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 5.2% -0.3% 17.8 312,226 +11,991 1 —
☆VO funds › VANGUARD INDEX FDS ADD — 4.7% +0.1% 15.8 56,640 +1,351 1 —
☆BBAG funds › J P MORGAN EXCHANGE TRADED F ADD — 4.6% -0.3% 15.7 340,534 +3,703 1 —
☆VB funds › VANGUARD INDEX FDS ADD — 4.5% +0.1% 15.4 64,955 +2,110 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 4.5% -0.4% 15.2 183,621 -883 1 —
☆LQD funds › ISHARES TR ADD — 4.3% -0.3% 14.6 133,464 +692 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 3.9% +0.1% 13.2 267,242 +5,581 1 —
☆VOE funds › VANGUARD INDEX FDS ADD — 3.2% -0.1% 10.8 65,935 +1,889 1 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 2.6% +0.1% 8.8 96,584 +6,829 1 —
☆PFFD funds › GLOBAL X FDS ADD — 1.7% -0.1% 5.7 304,662 +4,523 1 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.6% -0.0% 1.9 9,784 -55 1 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.4% -0.0% 1.5 27,903 -350 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.4% -0.1% 1.2 2,504 -52 1 —
☆AAPL funds › APPLE INC ADD — 0.4% -0.0% 1.2 5,906 +863 1 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.3% +0.0% 1.1 1,854 -12 1 —
☆LII funds › LENNOX INTL INC HOLD — 0.3% -0.0% 0.9 1,595 +0 1 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.2% +0.0% 0.8 7,969 -116 1 —
☆WFC funds › WELLS FARGO CO NEW TRIM — 0.2% -0.0% 0.7 9,270 -599 1 —
☆IVV funds › ISHARES TR ADD — 0.2% +0.0% 0.6 1,035 +34 1 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.6 1,463 +144 1 —
☆XYLD funds › GLOBAL X FDS TRIM — 0.2% -0.0% 0.6 14,974 -721 1 —
☆MSFT funds › MICROSOFT CORP ADD — 0.2% +0.0% 0.5 1,093 +36 1 —
☆CTVA funds › CORTEVA INC ADD — 0.2% +0.1% 0.5 7,117 +6,362 1 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 0.5 3,399 +3 1 —
☆LNT funds › ALLIANT ENERGY CORP HOLD — 0.1% -0.0% 0.4 7,395 +0 1 —
☆META funds › META PLATFORMS INC ADD — 0.1% +0.1% 0.4 558 +385 1 —
☆IAGG funds › ISHARES TR ADD — 0.1% +0.0% 0.4 7,852 +532 1 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 0.4 5,154 -75 1 —
☆APO funds › APOLLO GLOBAL MGMT INC ADD — 0.1% +0.0% 0.4 2,489 +539 1 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% -0.1% 0.3 1,048 -83 1 —
☆JPM funds › JPMORGAN CHASE & CO. TRIM — 0.1% -0.0% 0.3 1,091 -175 1 —
☆DE funds › DEERE & CO HOLD — 0.1% -0.0% 0.3 616 +0 1 —
☆SPYD funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.3 7,083 -46 1 —
☆PG funds › PROCTER AND GAMBLE CO HOLD — 0.1% -0.0% 0.3 1,874 +0 1 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 1,653 +80 1 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN ADD — 0.1% -0.0% 0.3 3,589 +120 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.1% +0.0% 0.3 942 +0 1 —
☆IJH funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 4,333 +0 1 —
☆IJR funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,358 +0 1 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.3 2,891 +25 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.3 2,387 +9 1 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 845 +0 1 —
☆SBUX funds › STARBUCKS CORP ADD — 0.1% -0.0% 0.2 2,728 +74 1 —
☆WRB funds › BERKLEY W R CORP HOLD — 0.1% -0.0% 0.2 3,327 +0 1 —
☆MMM funds › 3M CO HOLD — 0.1% -0.0% 0.2 1,520 +0 1 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.0% 0.2 410 -8 1 —
☆AFL funds › AFLAC INC ADD Common Stock 0.1% +0.0% 0.2 2,144 +401 1 —
☆FNF funds › FIDELITY NATIONAL FINANCIAL ADD — 0.1% -0.0% 0.2 3,910 +90 1 —
☆FLRN funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.2 6,900 -248 1 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 0.2 639 +2 1 —
☆GE funds › GE AEROSPACE HOLD — 0.1% +0.0% 0.2 760 +0 1 —
☆ABT funds › ABBOTT LABS ADD — 0.1% +0.0% 0.2 1,354 +159 1 —
☆AMZN funds › AMAZON COM INC ADD — 0.1% +0.0% 0.2 792 +356 1 —
☆FG funds › F&G ANNUITIES & LIFE INC ADD — 0.0% -0.0% 0.2 5,222 +543 1 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC HOLD — 0.0% +0.0% 0.2 704 +0 1 —
☆CVX funds › CHEVRON CORP NEW ADD — 0.0% -0.0% 0.2 1,049 +38 1 —
☆MDYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,871 -15 1 —
☆WMT funds › WALMART INC HOLD — 0.0% +0.0% 0.1 1,517 +0 1 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.1 1,805 +150 1 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 513 +1 1 —
☆BAC funds › BANK AMERICA CORP ADD — 0.0% +0.0% 0.1 3,076 +2,400 1 —
☆MCD funds › MCDONALDS CORP HOLD — 0.0% -0.0% 0.1 497 +0 1 —
☆V funds › VISA INC ADD — 0.0% +0.0% 0.1 402 +115 1 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 502 +17 1 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.1 1,580 +1,500 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% +0.0% 0.1 3,011 +1,100 1 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 4,847 -153 1 —
☆T funds › AT&T INC ADD — 0.0% +0.0% 0.1 4,378 +973 1 —
☆CAG funds › CONAGRA BRANDS INC HOLD — 0.0% -0.0% 0.1 6,178 +0 1 —
☆GOOG funds › ALPHABET INC ADD — 0.0% +0.0% 0.1 704 +342 1 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.1 4,664 +507 1 —
☆TSCO funds › TRACTOR SUPPLY CO TRIM — 0.0% -0.0% 0.1 2,340 -233 1 —
☆MDYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.1 1,421 +41 1 —
☆TSLA funds › TESLA INC TRIM — 0.0% +0.0% 0.1 378 -2 1 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 0.0% -0.0% 0.1 4,031 +0 1 —
☆AVGO funds › BROADCOM INC HOLD — 0.0% +0.0% 0.1 427 +0 1 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.0% +0.0% 0.1 739 +13 1 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.0% +0.0% 0.1 266 +0 1 —
☆CRM funds › SALESFORCE INC ADD — 0.0% -0.0% 0.1 423 +1 1 —
☆GOOGL funds › ALPHABET INC HOLD — 0.0% +0.0% 0.1 646 +0 1 —
☆BMO funds › BANK MONTREAL QUE HOLD — 0.0% +0.0% 0.1 980 +0 1 —
☆LW funds › LAMB WESTON HLDGS INC HOLD — 0.0% -0.0% 0.1 1,998 +0 1 —
☆USB funds › US BANCORP DEL ADD — 0.0% +0.0% 0.1 2,278 +1,800 1 —
☆CAT funds › CATERPILLAR INC ADD — 0.0% +0.0% 0.1 247 +101 1 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.1 1,302 +1,007 1 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.0% +0.0% 0.1 760 +756 1 —
☆LOW funds › LOWES COS INC HOLD — 0.0% -0.0% 0.1 417 +0 1 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 3,613 -36 1 —
☆HCA funds › HCA HEALTHCARE INC HOLD — 0.0% +0.0% 0.1 233 +0 1 —
☆ABBV funds › ABBVIE INC ADD — 0.0% +0.0% 0.1 476 +210 1 —
☆KKR funds › KKR & CO INC ADD — 0.0% +0.0% 0.1 662 +654 1 —
☆CG funds › CARLYLE GROUP INC NEW — 0.0% +0.0% 0.1 1,664 +1,664 1 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,065 -52 1 —
☆BNY funds › BANK NEW YORK MELLON CORP ADD — 0.0% +0.0% 0.1 920 +900 1 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% +0.0% 0.1 500 +0 1 —
☆PEP funds › PEPSICO INC ADD — 0.0% -0.0% 0.1 623 +1 1 —
☆IUSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,724 +0 1 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.1 894 +10 1 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.0% +0.0% 0.1 142 +0 1 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 0.1 1,129 +105 1 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.0% +0.0% 0.1 146 +1 1 —
☆MRK funds › MERCK & CO INC HOLD — 0.0% -0.0% 0.1 982 +0 1 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.1 1,795 -43 1 —
☆FLTR funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.1 3,000 +0 1 —
☆COST funds › COSTCO WHSL CORP NEW TRIM — 0.0% -0.0% 0.1 77 -1 1 —
☆COR funds › CENCORA INC HOLD — 0.0% -0.0% 0.1 250 +0 1 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 1,600 +0 1 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% -0.0% 0.1 688 +3 1 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 0.1 493 +488 1 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% +0.0% 0.1 590 -17 1 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 2,149 -362 1 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 281 +0 1 —
☆AMGN funds › AMGEN INC ADD — 0.0% +0.0% 0.1 243 +104 1 —
☆WELL funds › WELLTOWER INC NEW — 0.0% +0.0% 0.1 440 +440 1 —
☆PSK funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 2,067 -136 1 —
☆BAX funds › BAXTER INTL INC HOLD — 0.0% -0.0% 0.1 2,107 +0 1 —
☆ADBE funds › ADOBE INC ADD — 0.0% +0.0% 0.1 160 +99 1 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.0% -0.0% 0.1 279 +0 1 —
☆GSEW funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 0.1 740 -60 1 —
☆WES funds › WESTERN MIDSTREAM PARTNERS L NEW — 0.0% +0.0% 0.1 1,495 +1,495 1 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 748 -12 1 —
☆UI funds › UBIQUITI INC NEW — 0.0% +0.0% 0.1 132 +132 1 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.1 901 +0 1 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,766 -59 1 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 0.1 792 +442 1 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.1 900 -46 1 —
☆FNDX funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.1 2,127 +0 1 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC TRIM — 0.0% -0.0% 0.1 760 -3 1 —
☆LLY funds › ELI LILLY & CO HOLD — 0.0% -0.0% 0.1 66 +0 1 —
☆APD funds › AIR PRODS & CHEMS INC TRIM — 0.0% -0.0% 0.1 182 -1 1 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.0 151 +0 1 —
☆HSY funds › HERSHEY CO ADD — 0.0% +0.0% 0.0 300 +271 1 —
☆IEFA funds › ISHARES TR ADD — 0.0% +0.0% 0.0 586 +294 1 —
☆PFE funds › PFIZER INC ADD — 0.0% +0.0% 0.0 2,000 +336 1 —
☆USD funds › PROSHARES TR HOLD — 0.0% +0.0% 0.0 654 +0 1 —
☆DHR funds › DANAHER CORPORATION HOLD — 0.0% -0.0% 0.0 242 +0 1 —
☆CASY funds › CASEYS GEN STORES INC HOLD — 0.0% +0.0% 0.0 91 +0 1 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.0% -0.0% 0.0 333 +0 1 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.0 545 -33 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD TRIM — 0.0% +0.0% 0.0 195 -5 1 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% +0.0% 0.0 1,018 +670 1 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% +0.0% 0.0 240 +2 1 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.0 800 -101 1 —
☆YUM funds › YUM BRANDS INC ADD — 0.0% -0.0% 0.0 293 +2 1 —
☆MPT funds › MEDICAL PPTYS TRUST INC HOLD — 0.0% -0.0% 0.0 10,000 +0 1 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.0% -0.0% 0.0 87 +0 1 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.0% -0.0% 0.0 481 +3 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN HOLD — 0.0% -0.0% 0.0 129 +0 1 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% +0.0% 0.0 179 -25 1 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 750 +0 1 —
☆NZF funds › NUVEEN MUNICIPAL CREDIT INC HOLD — 0.0% -0.0% 0.0 3,201 +0 1 —
☆BA funds › BOEING CO TRIM — 0.0% -0.0% 0.0 182 -115 1 —
☆ESGU funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 277 +0 1 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 1,524 +0 1 —
☆MS funds › MORGAN STANLEY TRIM — 0.0% +0.0% 0.0 259 -7 1 —
☆HD funds › HOME DEPOT INC HOLD — 0.0% -0.0% 0.0 99 +0 1 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 0.0 291 -8 1 —
☆HRL funds › HORMEL FOODS CORP TRIM — 0.0% -0.0% 0.0 1,168 -206 1 —
☆FNDE funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 1,051 +0 1 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED HOLD — 0.0% -0.0% 0.0 1,000 +0 1 —
☆ESGD funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 372 +0 1 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 0.0 153 +107 1 —
☆GEV funds › GE VERNOVA INC TRIM — 0.0% +0.0% 0.0 61 -1 1 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.0% +0.0% 0.0 400 +150 1 —
☆USMV funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 340 -322 1 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.0% -0.0% 0.0 541 -125 1 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% +0.0% 0.0 340 -8 1 —
☆WMB funds › WILLIAMS COS INC HOLD — 0.0% -0.0% 0.0 505 +0 1 —
☆RCL funds › ROYAL CARIBBEAN GROUP TRIM — 0.0% +0.0% 0.0 100 -6 1 —
☆FNDA funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 1,092 +0 1 —
☆SOLV funds › SOLVENTUM CORP HOLD — 0.0% -0.0% 0.0 412 +0 1 —
☆GWW funds › GRAINGER W W INC HOLD — 0.0% -0.0% 0.0 30 +0 1 —
☆TGT funds › TARGET CORP TRIM — 0.0% -0.0% 0.0 313 -9 1 —
☆FNDF funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 755 +0 1 —
☆AVEM funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.0 439 +0 1 —
☆GOF funds › GUGGENHEIM STRATEGIC OPPORTU NEW — 0.0% +0.0% 0.0 2,006 +2,006 1 —
☆DOV funds › DOVER CORP HOLD — 0.0% -0.0% 0.0 163 +0 1 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.0 292 +0 1 —
☆CUSIP:97717X594 funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 639 +0 1 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.0% +0.0% 0.0 215 +0 1 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.0 457 +113 1 —
☆NEAR funds › ISHARES U S ETF TR TRIM — 0.0% -0.0% 0.0 531 -425 1 —
☆RA funds › BROOKFIELD REAL ASSETS INCOM ADD — 0.0% -0.0% 0.0 1,957 +53 1 —
☆CCI funds › CROWN CASTLE INC HOLD — 0.0% -0.0% 0.0 250 +0 1 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 90 +0 1 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.0% +0.0% 0.0 75 -3 1 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.0 300 -217 1 —
☆IEUR funds › ISHARES TR ADD — 0.0% +0.0% 0.0 358 +91 1 —
☆IPAC funds › ISHARES TR ADD — 0.0% +0.0% 0.0 340 +56 1 —
☆IEI funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 196 +0 1 —
☆DOW funds › DOW INC HOLD — 0.0% -0.0% 0.0 871 +0 1 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 910 +0 1 —
☆CMCSA funds › COMCAST CORP NEW HOLD — 0.0% -0.0% 0.0 643 +0 1 —
☆BSV funds › VANGUARD BD INDEX FDS NEW — 0.0% +0.0% 0.0 289 +289 1 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.0% +0.0% 0.0 109 +0 1 —
☆TROW funds › PRICE T ROWE GROUP INC HOLD — 0.0% -0.0% 0.0 231 +0 1 —
☆SCHI funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 970 +0 1 —
☆AVB funds › AVALONBAY CMNTYS INC ADD — 0.0% +0.0% 0.0 108 +103 1 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 727 +0 1 —
☆SLG funds › SL GREEN RLTY CORP NEW — 0.0% +0.0% 0.0 351 +351 1 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 112 +112 1 —
☆TDS funds › TELEPHONE & DATA SYS INC HOLD — 0.0% -0.0% 0.0 591 +0 1 —
☆ASML funds › ASML HOLDING N V ADD — 0.0% +0.0% 0.0 26 +14 1 —
☆CMDY funds › ISHARES U S ETF TR HOLD — 0.0% -0.0% 0.0 410 +0 1 —
☆FNDC funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 486 +0 1 —
☆VTWV funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 145 +145 1 —
☆CHRW funds › C H ROBINSON WORLDWIDE INC HOLD — 0.0% -0.0% 0.0 210 +0 1 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.0 68 -2 1 —
☆HDV funds › ISHARES TR ADD — 0.0% +0.0% 0.0 168 +158 1 —
☆IUSG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 128 +128 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 105 +0 1 —
☆CSCO funds › CISCO SYS INC HOLD — 0.0% +0.0% 0.0 274 +0 1 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.0 409 +0 1 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.0% +0.0% 0.0 200 +0 1 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.0% -0.0% 0.0 269 +0 1 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 256 +256 1 —
☆CLX funds › CLOROX CO DEL HOLD — 0.0% -0.0% 0.0 155 +0 1 —
☆IR funds › INGERSOLL RAND INC HOLD — 0.0% -0.0% 0.0 220 +0 1 —
☆CB funds › CHUBB LIMITED HOLD — 0.0% -0.0% 0.0 62 +0 1 —
☆UNP funds › UNION PAC CORP HOLD — 0.0% -0.0% 0.0 78 +0 1 —
☆RTX funds › RTX CORPORATION HOLD — 0.0% +0.0% 0.0 120 +0 1 —
☆DOC funds › HEALTHPEAK PROPERTIES INC HOLD — 0.0% -0.0% 0.0 1,000 +0 1 —
☆HLI funds › HOULIHAN LOKEY INC HOLD — 0.0% +0.0% 0.0 96 +0 1 —
☆NKE funds › NIKE INC HOLD — 0.0% +0.0% 0.0 226 +0 1 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.0% -0.0% 0.0 58 +0 1 —
☆PYPL funds › PAYPAL HLDGS INC HOLD — 0.0% +0.0% 0.0 207 +0 1 —
☆CUSIP:12685JAG0 funds › CABLE ONE INC HOLD — 0.0% -0.0% 0.0 20,000 +0 1 —
☆WING funds › WINGSTOP INC HOLD — 0.0% +0.0% 0.0 45 +0 1 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 0.0 45 +0 1 —
☆JFLI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.0 300 +250 1 —
☆GLW funds › CORNING INC ADD — 0.0% +0.0% 0.0 277 +1 1 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.0% -0.0% 0.0 42 -1 1 —
☆ADI funds › ANALOG DEVICES INC TRIM — 0.0% +0.0% 0.0 60 -2 1 —
☆SCHC funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 331 +0 1 —
☆GPC funds › GENUINE PARTS CO HOLD — 0.0% -0.0% 0.0 113 +0 1 —
☆JNK funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 140 +0 1 —
☆LIN funds › LINDE PLC HOLD — 0.0% -0.0% 0.0 29 +0 1 —
☆EA funds › ELECTRONIC ARTS INC HOLD — 0.0% +0.0% 0.0 85 +0 1 —
☆YUMC funds › YUM CHINA HLDGS INC ADD — 0.0% -0.0% 0.0 303 +1 1 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.0% +0.0% 0.0 19 +0 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC HOLD — 0.0% +0.0% 0.0 93 +0 1 —
☆SPLB funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.0 565 +6 1 —
☆IWF funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 30 +0 1 —
☆PINS funds › PINTEREST INC NEW — 0.0% +0.0% 0.0 350 +350 1 —
☆SYY funds › SYSCO CORP HOLD — 0.0% -0.0% 0.0 165 +0 1 —
☆MDT funds › MEDTRONIC PLC HOLD — 0.0% -0.0% 0.0 143 +0 1 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.0 282 +0 1 —
☆GDX funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.0 235 +235 1 —
☆HLNE funds › HAMILTON LANE INC HOLD — 0.0% -0.0% 0.0 85 +0 1 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.0 1,110 +475 1 —
☆USMC funds › PRINCIPAL EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.0 191 +0 1 —
☆NRG funds › NRG ENERGY INC HOLD — 0.0% +0.0% 0.0 73 +0 1 —
☆AB funds › ALLIANCEBERNSTEIN HLDG L P NEW — 0.0% +0.0% 0.0 286 +286 1 —
☆CUSIP:278768AB2 funds › ECHOSTAR CORP ADD — 0.0% -0.0% 0.0 9,820 +204 1 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% -0.0% 0.0 50 +0 1 —
☆CHKP funds › CHECK POINT SOFTWARE TECH LT HOLD — 0.0% -0.0% 0.0 51 +0 1 —
☆CUSIP:55303JAB2 funds › MGP INGREDIENTS INC NEW HOLD — 0.0% -0.0% 0.0 12,000 +0 1 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.0 200 +0 1 —
☆ESGE funds › ISHARES INC HOLD — 0.0% +0.0% 0.0 286 +0 1 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.0 51 +0 1 —
☆TMC funds › TMC THE METALS COMPANY INC NEW — 0.0% +0.0% 0.0 1,675 +1,675 1 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.0% +0.0% 0.0 60 +20 1 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET NEW — 0.0% +0.0% 0.0 297 +297 1 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.0% -0.0% 0.0 169 +0 1 —
☆QCOM funds › QUALCOMM INC HOLD — 0.0% -0.0% 0.0 66 +0 1 —
☆BDX funds › BECTON DICKINSON & CO HOLD — 0.0% -0.0% 0.0 60 +0 1 —
☆FAST funds › FASTENAL CO ADD — 0.0% -0.0% 0.0 246 +123 1 —
☆SCHR funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 408 +0 1 —
☆GIS funds › GENERAL MLS INC HOLD — 0.0% -0.0% 0.0 197 +0 1 —
☆PLD funds › PROLOGIS INC. TRIM — 0.0% -0.0% 0.0 97 -7 1 —
☆AGG funds › ISHARES TR ADD — 0.0% +0.0% 0.0 103 +71 1 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.0% -0.0% 0.0 41 +0 1 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% -0.0% 0.0 91 +0 1 —
☆CALF funds › PACER FDS TR HOLD — 0.0% -0.0% 0.0 253 +0 1 —
☆BP funds › BP PLC HOLD — 0.0% -0.0% 0.0 336 +0 1 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC HOLD — 0.0% +0.0% 0.0 32 +0 1 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.0 11 +5 1 —
☆SLV funds › ISHARES SILVER TR NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆PFM funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 204 +0 1 —
☆WBD funds › WARNER BROS DISCOVERY INC ADD — 0.0% +0.0% 0.0 857 +600 1 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.0 82 +0 1 —
☆FDX funds › FEDEX CORP HOLD — 0.0% -0.0% 0.0 43 +0 1 —
☆VALE funds › VALE S A TRIM — 0.0% -0.0% 0.0 1,000 -1,500 1 —
☆IGSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 184 +0 1 —
☆BLDR funds › BUILDERS FIRSTSOURCE INC HOLD — 0.0% -0.0% 0.0 83 +0 1 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.0 32 -3 1 —
☆BLK funds › BLACKROCK INC HOLD — 0.0% +0.0% 0.0 9 +0 1 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% -0.0% 0.0 140 +0 1 —
☆VDC funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 43 +0 1 —
☆SFM funds › SPROUTS FMRS MKT INC HOLD — 0.0% -0.0% 0.0 57 +0 1 —
☆WPC funds › WP CAREY INC HOLD — 0.0% -0.0% 0.0 150 +0 1 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC TRIM — 0.0% -0.0% 0.0 21 -1 1 —
☆CUSIP:96524V106 funds › WHITEHORSE FIN INC HOLD — 0.0% -0.0% 0.0 1,054 +0 1 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 412 +0 1 —
☆EWL funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 166 +0 1 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% -0.0% 0.0 45 +0 1 —
☆IFF funds › INTERNATIONAL FLAVORS&FRAGRA HOLD — 0.0% -0.0% 0.0 122 +0 1 —
☆USRT funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 158 -8 1 —
☆EBAY funds › EBAY INC. TRIM — 0.0% -0.0% 0.0 120 -325 1 —
☆DOCS funds › DOXIMITY INC HOLD — 0.0% -0.0% 0.0 142 +0 1 —
☆SHYG funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 200 -36 1 —
☆IUSV funds › ISHARES TR ADD — 0.0% +0.0% 0.0 91 +83 1 —
☆QLYS funds › QUALYS INC HOLD — 0.0% +0.0% 0.0 60 +0 1 —
☆ITOT funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 63 +0 1 —
☆APPF funds › APPFOLIO INC HOLD — 0.0% -0.0% 0.0 36 +0 1 —
☆DT funds › DYNATRACE INC NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆CME funds › CME GROUP INC HOLD — 0.0% -0.0% 0.0 30 +0 1 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO HOLD — 0.0% -0.0% 0.0 105 +0 1 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 0.0 60 +10 1 —
☆EWC funds › ISHARES INC ADD — 0.0% +0.0% 0.0 173 +16 1 —
☆PCAR funds › PACCAR INC HOLD — 0.0% -0.0% 0.0 84 +0 1 —
☆TWLO funds › TWILIO INC HOLD — 0.0% +0.0% 0.0 64 +0 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF NEW — 0.0% +0.0% 0.0 130 +130 1 —
☆ATI funds › ATI INC HOLD — 0.0% +0.0% 0.0 92 +0 1 —
☆INTU funds › INTUIT HOLD — 0.0% +0.0% 0.0 10 +0 1 —
☆ETN funds › EATON CORP PLC TRIM — 0.0% +0.0% 0.0 22 -1 1 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.0% -0.0% 0.0 42 +0 1 —
☆VLTO funds › VERALTO CORP HOLD — 0.0% -0.0% 0.0 77 +0 1 —
☆CAVA funds › CAVA GROUP INC HOLD — 0.0% -0.0% 0.0 90 +0 1 —
☆SCHH funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 351 +0 1 —
☆O funds › REALTY INCOME CORP HOLD — 0.0% -0.0% 0.0 128 +0 1 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.0% -0.0% 0.0 157 +0 1 —
☆SRE funds › SEMPRA HOLD — 0.0% -0.0% 0.0 95 +0 1 —
☆BSX funds › BOSTON SCIENTIFIC CORP HOLD — 0.0% -0.0% 0.0 67 +0 1 —
☆UPS funds › UNITED PARCEL SERVICE INC HOLD — 0.0% -0.0% 0.0 70 +0 1 —
☆SHY funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 84 +0 1 —
☆CM funds › CANADIAN IMPERIAL BK COMM HOLD — 0.0% +0.0% 0.0 97 +0 1 —
☆RUM funds › RUMBLE INC ADD — 0.0% +0.0% 0.0 760 +90 1 —
☆LH funds › LABCORP HOLDINGS INC HOLD — 0.0% +0.0% 0.0 26 +0 1 —
☆BKH funds › BLACK HILLS CORP HOLD — 0.0% -0.0% 0.0 120 +0 1 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE NEW — 0.0% +0.0% 0.0 170 +170 1 —
☆DIA funds › SPDR DOW JONES INDL AVERAGE HOLD — 0.0% -0.0% 0.0 15 +0 1 —
☆SPSM funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 154 +0 1 —
☆IGIB funds › ISHARES TR ADD — 0.0% +0.0% 0.0 123 +27 1 —
☆HYD funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.0 130 +35 1 —
☆NOC funds › NORTHROP GRUMMAN CORP HOLD — 0.0% -0.0% 0.0 13 +0 1 —
☆FSV funds › FIRSTSERVICE CORP NEW HOLD — 0.0% -0.0% 0.0 37 +0 1 —
☆XLE funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 76 +0 1 —
☆PGR funds › PROGRESSIVE CORP HOLD — 0.0% -0.0% 0.0 24 +0 1 —
☆EMB funds › ISHARES TR ADD — 0.0% +0.0% 0.0 63 +62 1 —
☆B funds › BARRICK MNG CORP NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆BTI funds › BRITISH AMERN TOB PLC HOLD — 0.0% +0.0% 0.0 131 +0 1 —
☆HUT funds › HUT 8 CORP NEW — 0.0% +0.0% 0.0 332 +332 1 —
☆EEFT funds › EURONET WORLDWIDE INC HOLD — 0.0% -0.0% 0.0 60 +0 1 —
☆HSBC funds › HSBC HLDGS PLC HOLD — 0.0% -0.0% 0.0 100 +0 1 —
☆AOA funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 72 +0 1 —
☆ISRG funds › INTUITIVE SURGICAL INC HOLD — 0.0% +0.0% 0.0 11 +0 1 —
☆PAYX funds › PAYCHEX INC HOLD — 0.0% -0.0% 0.0 41 +0 1 —
☆FIS funds › FIDELITY NATL INFORMATION SV HOLD — 0.0% +0.0% 0.0 72 +0 1 —
☆DUK funds › DUKE ENERGY CORP NEW HOLD — 0.0% -0.0% 0.0 49 +0 1 —
☆HAUZ funds › DBX ETF TR HOLD — 0.0% +0.0% 0.0 251 +0 1 —
☆PPL funds › PPL CORP HOLD — 0.0% -0.0% 0.0 169 +0 1 —
☆CUSIP:410345102 funds › HANESBRANDS INC HOLD — 0.0% -0.0% 0.0 1,250 +0 1 —
☆INTC funds › INTEL CORP HOLD — 0.0% -0.0% 0.0 255 +0 1 —
☆VPU funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 32 +0 1 —
☆TDY funds › TELEDYNE TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 11 +0 1 —
☆EQR funds › EQUITY RESIDENTIAL HOLD — 0.0% -0.0% 0.0 83 +0 1 —
☆DGRO funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 87 +0 1 —
☆CCC funds › CCC INTELLIGENT SOLUTIONS HL HOLD — 0.0% -0.0% 0.0 588 +0 1 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.0% -0.0% 0.0 26 -4 1 —
☆CSX funds › CSX CORP HOLD — 0.0% +0.0% 0.0 162 +0 1 —
☆ATLO funds › AMES NATL CORP HOLD — 0.0% -0.0% 0.0 291 +0 1 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆ARKK funds › ARK ETF TR HOLD — 0.0% +0.0% 0.0 73 +0 1 —
☆J funds › JACOBS SOLUTIONS INC HOLD — 0.0% -0.0% 0.0 39 +0 1 —
☆ACHR funds › ARCHER AVIATION INC HOLD — 0.0% +0.0% 0.0 465 +0 1 —
☆CIG funds › CIA ENERGETICA DE MINAS GERA HOLD — 0.0% +0.0% 0.0 2,561 +0 1 —
☆ETSY funds › ETSY INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆CDW funds › CDW CORP HOLD — 0.0% +0.0% 0.0 28 +0 1 —
☆CUSIP:436440101 funds › HOLOGIC INC HOLD — 0.0% -0.0% 0.0 76 +0 1 —
☆CUSIP:920253101 funds › VALMONT INDS INC HOLD — 0.0% +0.0% 0.0 15 +0 1 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 56 +56 1 —
☆EBND funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 228 +0 1 —
☆VICI funds › VICI PPTYS INC HOLD — 0.0% -0.0% 0.0 149 +0 1 —
☆NVO funds › NOVO-NORDISK A S TRIM — 0.0% -0.0% 0.0 70 -10 1 —
☆CNQ funds › CANADIAN NAT RES LTD HOLD — 0.0% -0.0% 0.0 150 +0 1 —
☆RSG funds › REPUBLIC SVCS INC HOLD — 0.0% -0.0% 0.0 19 +0 1 —
☆RWO funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.0 106 +0 1 —
☆VTRS funds › VIATRIS INC ADD — 0.0% +0.0% 0.0 517 +30 1 —
☆MGM funds › MGM RESORTS INTERNATIONAL HOLD — 0.0% +0.0% 0.0 134 +0 1 —
☆TDG funds › TRANSDIGM GROUP INC HOLD — 0.0% +0.0% 0.0 3 +0 1 —
☆CPRT funds › COPART INC HOLD — 0.0% -0.0% 0.0 92 +0 1 —
☆IWD funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 23 +0 1 —
☆CUSIP:67075F105 funds › NUVEEN DOW 30 DYNMC OVERWRT HOLD — 0.0% -0.0% 0.0 311 +0 1 —
☆MFC funds › MANULIFE FINL CORP HOLD — 0.0% -0.0% 0.0 139 +0 1 —
☆AMT funds › AMERICAN TOWER CORP NEW HOLD — 0.0% -0.0% 0.0 20 +0 1 —
☆TSN funds › TYSON FOODS INC HOLD — 0.0% -0.0% 0.0 79 +0 1 —
☆HUM funds › HUMANA INC HOLD — 0.0% -0.0% 0.0 18 +0 1 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.0% -0.0% 0.0 60 -8 1 —
☆OXY funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 104 +0 1 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL HOLD — 0.0% -0.0% 0.0 15 +0 1 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.0% +0.0% 0.0 62 +0 1 —
☆PZA funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 189 +87 1 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC TRIM — 0.0% -0.0% 0.0 73 -11 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% -0.0% 0.0 45 +42 1 —
☆NANC funds › TIDAL TRUST I HOLD — 0.0% +0.0% 0.0 96 +0 1 —
☆KR funds › KROGER CO HOLD — 0.0% -0.0% 0.0 56 +0 1 —
☆CUSIP:487836108 funds › KELLANOVA HOLD — 0.0% -0.0% 0.0 50 +0 1 —
☆CUSIP:046353108 funds › ASTRAZENECA PLC HOLD — 0.0% -0.0% 0.0 56 +0 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆CUSIP:737630103 funds › POTLATCHDELTIC CORPORATION HOLD — 0.0% -0.0% 0.0 100 +0 1 —
☆SITM funds › SITIME CORP HOLD — 0.0% +0.0% 0.0 18 +0 1 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.0 31 +0 1 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T NEW — 0.0% +0.0% 0.0 142 +142 1 —
☆KDP funds › KEURIG DR PEPPER INC HOLD — 0.0% -0.0% 0.0 111 +0 1 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.0% +0.0% 0.0 5 +0 1 —
☆NVS funds › NOVARTIS AG HOLD — 0.0% -0.0% 0.0 29 +0 1 —
☆AAL funds › AMERICAN AIRLS GROUP INC HOLD — 0.0% -0.0% 0.0 311 +0 1 —
☆SHM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 72 +26 1 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 96 +0 1 —
☆WK funds › WORKIVA INC HOLD — 0.0% -0.0% 0.0 50 +0 1 —
☆CUSIP:884903808 funds › THOMSON REUTERS CORP TRIM — 0.0% -0.0% 0.0 17 -6 1 —
☆STZ funds › CONSTELLATION BRANDS INC HOLD — 0.0% -0.0% 0.0 21 +0 1 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆MUB funds › ISHARES TR ADD — 0.0% +0.0% 0.0 32 +10 1 —
☆AXON funds › AXON ENTERPRISE INC HOLD — 0.0% +0.0% 0.0 4 +0 1 —
☆CUSIP:185123106 funds › CLEARWATER ANALYTICS HLDGS I HOLD — 0.0% -0.0% 0.0 149 +0 1 —
☆LPX funds › LOUISIANA PAC CORP HOLD — 0.0% -0.0% 0.0 38 +0 1 —
☆EQIX funds › EQUINIX INC HOLD — 0.0% -0.0% 0.0 4 +0 1 —
☆VRSN funds › VERISIGN INC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆SPGI funds › S&P GLOBAL INC HOLD — 0.0% -0.0% 0.0 6 +0 1 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN HOLD — 0.0% -0.0% 0.0 13 +0 1 —
☆OGE funds › OGE ENERGY CORP HOLD — 0.0% -0.0% 0.0 69 +0 1 —
☆DGX funds › QUEST DIAGNOSTICS INC HOLD — 0.0% -0.0% 0.0 17 +0 1 —
☆IWR funds › ISHARES TR NEW — 0.0% +0.0% 0.0 33 +33 1 —
☆WEC funds › WEC ENERGY GROUP INC HOLD — 0.0% -0.0% 0.0 29 +0 1 —
☆RELX funds › RELX PLC HOLD — 0.0% -0.0% 0.0 55 +0 1 —
☆SCZ funds › ISHARES TR NEW — 0.0% +0.0% 0.0 41 +41 1 —
☆DKNG funds › DRAFTKINGS INC NEW ADD — 0.0% +0.0% 0.0 69 +10 1 —
☆SITE funds › SITEONE LANDSCAPE SUPPLY INC HOLD — 0.0% -0.0% 0.0 24 +0 1 —
☆BSTZ funds › BLACKROCK SCIENCE & TECHNOLO NEW — 0.0% +0.0% 0.0 139 +139 1 —
☆SLB funds › SCHLUMBERGER LTD HOLD — 0.0% -0.0% 0.0 85 +0 1 —
☆MET funds › METLIFE INC HOLD — 0.0% -0.0% 0.0 35 +0 1 —
☆HTGC funds › HERCULES CAPITAL INC ADD — 0.0% -0.0% 0.0 153 +3 1 —
☆MAR funds › MARRIOTT INTL INC NEW HOLD — 0.0% +0.0% 0.0 10 +0 1 —
☆ABR funds › ARBOR REALTY TRUST INC ADD — 0.0% -0.0% 0.0 258 +8 1 —
☆EMHY funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 70 +0 1 —
☆PLNT funds › PLANET FITNESS INC HOLD — 0.0% +0.0% 0.0 25 +0 1 —
☆TECK funds › TECK RESOURCES LTD HOLD — 0.0% +0.0% 0.0 67 +0 1 —
☆OTIS funds › OTIS WORLDWIDE CORP HOLD — 0.0% -0.0% 0.0 27 +0 1 —
☆TRMB funds › TRIMBLE INC HOLD — 0.0% +0.0% 0.0 35 +0 1 —
☆MTUM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 11 +0 1 —
☆RBLX funds › ROBLOX CORP HOLD — 0.0% +0.0% 0.0 25 +0 1 —
☆EQT funds › EQT CORP HOLD — 0.0% +0.0% 0.0 45 +0 1 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.0% -0.0% 0.0 10 +0 1 —
☆SJM funds › SMUCKER J M CO HOLD — 0.0% -0.0% 0.0 26 +0 1 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC HOLD — 0.0% +0.0% 0.0 185 +0 1 —
☆AMLP funds › ALPS ETF TR TRIM ETP 0.0% -0.0% 0.0 52 -411 1 —
☆DSL funds › DOUBLELINE INCOME SOLUTIONS NEW — 0.0% +0.0% 0.0 207 +207 1 —
☆BIDU funds › BAIDU INC HOLD — 0.0% -0.0% 0.0 29 +0 1 —
☆SONY funds › SONY GROUP CORP HOLD — 0.0% -0.0% 0.0 95 +0 1 —
☆FOXA funds › FOX CORP HOLD — 0.0% -0.0% 0.0 44 +0 1 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.0% -0.0% 0.0 6 +0 1 —
☆TRP funds › TC ENERGY CORP HOLD — 0.0% -0.0% 0.0 49 +0 1 —
☆CNP funds › CENTERPOINT ENERGY INC HOLD — 0.0% -0.0% 0.0 64 +0 1 —
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 42 +0 1 —
☆EFAV funds › ISHARES TR ADD — 0.0% +0.0% 0.0 27 +12 1 —
☆RH funds › RH HOLD — 0.0% -0.0% 0.0 12 +0 1 —
☆CUSIP:904767704 funds › UNILEVER PLC HOLD — 0.0% -0.0% 0.0 37 +0 1 —
☆DUHP funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 63 +0 1 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% +0.0% 0.0 48 +9 1 —
☆EXR funds › EXTRA SPACE STORAGE INC HOLD — 0.0% -0.0% 0.0 15 +0 1 —
☆OC funds › OWENS CORNING NEW HOLD — 0.0% -0.0% 0.0 16 +0 1 —
☆HBAN funds › HUNTINGTON BANCSHARES INC HOLD — 0.0% +0.0% 0.0 130 +0 1 —
☆CUSIP:143658300 funds › CARNIVAL CORP TRIM — 0.0% +0.0% 0.0 77 -20 1 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT NEW — 0.0% +0.0% 0.0 67 +67 1 —
☆HAL funds › HALLIBURTON CO HOLD — 0.0% -0.0% 0.0 102 +0 1 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 49 +0 1 —
☆NAK funds › NORTHERN DYNASTY MINERALS LT NEW — 0.0% +0.0% 0.0 1,539 +1,539 1 —
☆MUSA funds › MURPHY USA INC HOLD — 0.0% -0.0% 0.0 5 +0 1 —
☆MKL funds › MARKEL GROUP INC HOLD — 0.0% -0.0% 0.0 1 +0 1 —
☆CUSIP:146280508 funds › SILA REALTY TRUST INC HOLD — 0.0% -0.0% 0.0 82 +0 1 —
☆SPYX funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 38 +0 1 —
☆SBS funds › COMPANHIA DE SANEAMENTO BASI HOLD — 0.0% +0.0% 0.0 88 +0 1 —
☆TRN funds › TRINITY INDS INC HOLD — 0.0% -0.0% 0.0 71 +0 1 —
☆GLPI funds › GAMING & LEISURE PPTYS INC HOLD — 0.0% -0.0% 0.0 40 +0 1 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD — 0.0% -0.0% 0.0 24 +0 1 —
☆HPQ funds › HP INC TRIM — 0.0% -0.0% 0.0 72 -1,333 1 —
☆NXPI funds › NXP SEMICONDUCTORS N V HOLD — 0.0% +0.0% 0.0 8 +0 1 —
☆D funds › DOMINION ENERGY INC HOLD — 0.0% -0.0% 0.0 30 +0 1 —
☆BINC funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆ADM funds › ARCHER DANIELS MIDLAND CO HOLD — 0.0% +0.0% 0.0 32 +0 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆WSM funds › WILLIAMS SONOMA INC HOLD — 0.0% -0.0% 0.0 10 +0 1 —
☆REGN funds › REGENERON PHARMACEUTICALS HOLD — 0.0% -0.0% 0.0 3 +0 1 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 58 +26 1 —
☆HIG funds › HARTFORD INSURANCE GROUP INC HOLD — 0.0% -0.0% 0.0 12 +0 1 —
☆EWBC funds › EAST WEST BANCORP INC HOLD — 0.0% +0.0% 0.0 15 +0 1 —
☆DFIC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 48 +0 1 —
☆POOL funds › POOL CORP HOLD — 0.0% -0.0% 0.0 5 +0 1 —
☆CC funds › CHEMOURS CO HOLD — 0.0% -0.0% 0.0 126 +0 1 —
☆WBS funds › WEBSTER FINL CORP HOLD — 0.0% -0.0% 0.0 26 +0 1 —
☆CMS funds › CMS ENERGY CORP HOLD — 0.0% -0.0% 0.0 20 +0 1 —
☆PAC funds › GRUPO AEROPUERTO DEL PACIFIC HOLD — 0.0% +0.0% 0.0 6 +0 1 —

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
2025Q2 339 591 0.03 70% 0.062 0.757 — entered
2025Q1 312 596 0.00 70% 0.062 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