Fund Universe

← Fund Universe

☆Ignite Planners, LLC

CIK 0001849348 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.326
AUM ($M)
728
Positions
422
Turnover
0.08
Top-10 wt
24%
Herfindahl
0.011
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 439 positions · portfolio value $728M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 4.4% +0.2% 31.7 936,080 +5,147 5 —
☆AAPL funds › APPLE INC ADD — 4.2% +0.1% 30.3 104,598 +1,024 5 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 3.5% -0.1% 25.6 702,030 +358 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.1% +0.2% 22.7 113,546 +4,008 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.6% -0.2% 11.4 30,454 -368 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.5% +0.0% 10.8 45,449 +444 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 1.4% +0.1% 9.9 13,272 +435 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.3% +0.2% 9.8 27,493 +1,044 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 1.3% +0.0% 9.8 194,770 +3,680 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 1.3% -0.0% 9.5 155,533 +4,377 5 —
☆ITA funds › ISHARES TR TRIM — 1.3% -0.0% 9.4 38,600 -327 5 —
☆MARM funds › FIRST TR EXCHNG TRADED FD VI HOLD — 1.3% -0.1% 9.3 272,928 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 1.2% +0.1% 8.7 295,276 +18,037 5 —
☆SPIB funds › SPDR SERIES TRUST ADD — 1.2% -0.1% 8.6 256,544 +5,152 5 —
☆SEIX funds › VIRTUS ETF TR II ADD — 1.2% -0.1% 8.5 366,866 +8,787 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 1.2% +0.1% 8.4 22,784 +938 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 1.1% -0.1% 8.2 174,056 +3,312 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.1% -0.1% 8.0 16,004 -572 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 1.1% -0.1% 7.9 163,239 +3,655 5 —
☆TSLA funds › TESLA INC ADD — 1.0% +0.0% 7.5 17,756 +216 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 1.0% +0.2% 7.1 59,470 +52,382 5 —
☆DJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM — 1.0% -0.1% 7.1 141,107 -1,504 5 —
☆CAT funds › CATERPILLAR INC TRIM — 1.0% +0.2% 7.0 6,563 -299 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.0% +0.2% 6.9 9,431 +1,282 5 —
☆AVGO funds › BROADCOM INC ADD — 0.9% +0.1% 6.4 16,864 +931 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.8% -0.1% 6.2 8,958 -1,103 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.8% +0.0% 6.0 98,197 +2,600 5 —
☆NAC funds › NUVEEN CA DIVI ADV MUN ADD — 0.8% +0.1% 5.8 476,800 +117,743 5 —
☆PSQA funds › PALMER SQUARE FUNDS TR TRIM — 0.7% -0.1% 5.4 266,788 -8,054 5 —
☆EYLD funds › CAMBRIA ETF TR ADD — 0.7% -0.0% 5.3 117,617 +1,579 5 —
☆META funds › META PLATFORMS INC ADD — 0.7% -0.1% 5.2 9,301 +208 5 —
☆IUSB funds › ISHARES TR ADD — 0.7% -0.1% 5.2 112,592 +2,671 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.7% +0.3% 5.2 7,889 +485 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.7% +0.2% 5.0 27,303 +243 5 —
☆GLOF funds › ISHARES TR ADD — 0.7% +0.0% 5.0 84,960 +2,645 5 —
☆GOOG funds › ALPHABET INC ADD — 0.6% +0.1% 4.6 13,116 +73 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.6% +0.1% 4.6 34,306 -193 5 —
☆FAUG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.6% -0.0% 4.5 79,897 -3,448 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.6% +0.1% 4.2 52,067 +5,413 5 —
☆RWL funds › INVESCO EXCH TRADED FD TR II ADD — 0.6% -0.0% 4.2 33,031 +30 5 —
☆FMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.6% +0.0% 4.2 74,586 +6,396 5 —
☆EDOW funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.6% -0.0% 4.2 94,330 +54 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.6% -0.1% 4.1 4,421 +197 5 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.5% +0.0% 4.0 48,293 +2,387 5 —
☆PULS funds › PGIM ETF TR TRIM — 0.5% -0.1% 3.9 79,673 -4,982 5 —
☆GSST funds › GOLDMAN SACHS ETF TR TRIM — 0.5% -0.1% 3.9 77,305 -4,561 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.5% -0.0% 3.7 66,208 +2,650 5 —
☆FALN funds › ISHARES TR ADD — 0.5% -0.0% 3.7 136,451 +3,535 5 —
☆FCAL funds › FIRST TR EXCH TRADED FD III ADD — 0.5% +0.1% 3.7 80,134 +20,260 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% +0.0% 3.6 11,082 +185 5 —
☆BA funds › BOEING CO ADD — 0.5% -0.0% 3.5 15,999 +4 5 —
☆WMT funds › WALMART INC ADD — 0.5% -0.1% 3.3 29,034 +682 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.4% +0.3% 3.2 5,532 +407 5 —
☆IMCG funds › ISHARES TR ADD — 0.4% +0.1% 3.2 32,575 +742 5 —
☆ELD funds › WISDOMTREE TR ADD — 0.4% -0.0% 3.1 108,360 +1,028 5 —
☆IEFA funds › ISHARES TR TRIM — 0.4% -0.0% 3.1 32,030 -321 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.4% -0.1% 3.1 42,127 -3,389 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.4% -0.1% 3.0 55,993 +967 5 —
☆MDYV funds › SPDR SERIES TRUST ADD — 0.4% +0.0% 2.9 31,036 +893 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.4% -0.0% 2.8 17,115 +3,730 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.4% -0.1% 2.8 20,611 +1,994 5 —
☆HWC funds › HANCOCK WHITNEY CORPORATION HOLD — 0.4% +0.0% 2.8 36,958 +0 5 —
☆TNGY funds › TORTOISE CAPITAL SERIES TRUS ADD — 0.4% -0.0% 2.7 277,754 +19,842 5 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.4% +0.0% 2.6 21,745 +500 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.4% -0.2% 2.6 6,965 -1,816 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.4% +0.2% 2.6 7,482 +98 5 —
☆STIP funds › ISHARES TR ADD — 0.3% -0.0% 2.5 24,777 +582 5 —
☆HD funds › HOME DEPOT INC ADD — 0.3% -0.0% 2.5 6,984 +79 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.3% +0.2% 2.5 5,671 +63 5 —
☆FDEC funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.3% -0.0% 2.4 44,966 +376 5 —
☆ZECP funds › ZACKS TRUST ADD — 0.3% +0.0% 2.4 63,293 +973 5 —
☆O funds › REALTY INCOME CORP TRIM — 0.3% -0.0% 2.3 37,533 -507 5 —
☆SLYV funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 2.3 21,213 +430 5 —
☆TFLO funds › ISHARES TR TRIM — 0.3% -0.1% 2.3 45,734 -2,864 5 —
☆FDD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.0% 2.3 123,190 -4,049 3 —
☆GEV funds › GE VERNOVA INC ADD — 0.3% +0.1% 2.3 1,926 +289 5 —
☆GE funds › GE AEROSPACE TRIM — 0.3% +0.0% 2.2 5,995 -59 5 —
☆TSLX funds › SIXTH STREET SPECIALTY LENDI ADD — 0.3% -0.0% 2.2 128,218 +16,339 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.3% -0.0% 2.2 4,263 +41 5 —
☆DDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% -0.0% 2.2 45,749 -537 5 —
☆MUC funds › BLACKROCK MUNIHLDNGS CALI HOLD — 0.3% -0.0% 2.1 194,025 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 2.1 66,419 +15,602 5 —
☆AGG funds › ISHARES TR ADD — 0.3% -0.0% 2.1 21,225 +2,619 5 —
☆INTC funds › INTEL CORP ADD — 0.3% +0.2% 2.0 14,569 +517 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.3% +0.0% 2.0 1,688 -2 5 —
☆AFLG funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.3% +0.1% 2.0 46,616 +15,866 3 —
☆BBUS funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.3% -0.0% 2.0 14,495 -1,110 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.3% -0.0% 1.9 18,115 +41 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 1.9 16,281 -90 5 —
☆T funds › AT&T INC ADD — 0.3% -0.1% 1.9 93,483 +22,200 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.0% 1.9 14,495 +617 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.3% +0.3% 1.9 10,984 +10,984 1 —
☆DJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% -0.0% 1.9 37,914 -65 5 —
☆JAVA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% +0.0% 1.8 23,140 +3,636 5 —
☆BUFQ funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% -0.0% 1.8 46,531 -197 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.3% +0.0% 1.8 5,383 +74 5 —
☆DSEP funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 1.8 38,301 +0 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.2% -0.0% 1.8 12,371 -481 5 —
☆CUSIP:33740F615 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 1.8 40,554 +0 5 —
☆IJH funds › ISHARES TR TRIM — 0.2% -0.0% 1.8 23,524 -3,892 5 —
☆CWB funds › SPDR SERIES TRUST TRIM — 0.2% +0.0% 1.8 16,700 -414 5 —
☆JPEF funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 1.7 21,779 -310 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.0% 1.7 6,930 +240 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.2% -0.1% 1.7 40,378 +599 5 —
☆IDV funds › ISHARES TR ADD — 0.2% -0.0% 1.7 40,516 +204 3 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 1.7 6,538 +273 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.2% +0.1% 1.6 18,020 +392 5 —
☆DBL funds › DOUBLELINE OPPORTUNISTIC CR TRIM — 0.2% -0.0% 1.6 112,190 -2,627 5 —
☆GBIL funds › GOLDMAN SACHS ETF TR TRIM — 0.2% -0.0% 1.6 15,984 -594 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% +0.0% 1.6 29,535 +5,694 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.2% -0.0% 1.6 8,696 +88 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.2% +0.0% 1.6 27,235 +430 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.2% -0.0% 1.6 21,567 -1,587 5 —
☆SMIZ funds › ZACKS TRUST ADD — 0.2% +0.0% 1.5 34,400 +1,987 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.2% -0.1% 1.5 13,134 -578 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.0% 1.5 25,781 +569 5 —
☆QSPT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% +0.0% 1.5 43,610 -480 5 —
☆SOXX funds › ISHARES TR ADD — 0.2% +0.1% 1.5 2,350 +163 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 1.5 2 +0 5 —
☆PFE funds › PFIZER INC ADD — 0.2% +0.0% 1.5 61,665 +20,778 5 —
☆IYJ funds › ISHARES TR ADD — 0.2% +0.0% 1.5 8,898 +4 5 —
☆CUSIP:33740F771 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.1% 1.5 29,258 -6,665 5 —
☆QDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 1.5 41,364 -3,411 5 —
☆OKE funds › ONEOK INC NEW TRIM — 0.2% -0.0% 1.5 16,887 -152 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.0% 1.5 12,473 -1,147 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.2% -0.0% 1.5 6,192 +48 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% +0.0% 1.5 14,829 +1,408 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.2% +0.1% 1.4 1,959 +57 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.2% -0.0% 1.4 24,414 -296 3 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.2% +0.2% 1.4 1,214 +1,214 1 —
☆FJAN funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.2% -0.0% 1.4 25,283 +8 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 1.4 4,884 +585 5 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.2% -0.0% 1.4 16,517 -38 5 —
☆DAUG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 1.3 28,736 -1,489 5 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 0.2% -0.0% 1.3 30,564 +147 5 —
☆IJR funds › ISHARES TR ADD — 0.2% +0.0% 1.3 8,913 +1,246 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 1.3 36,402 -1,597 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.2% +0.0% 1.3 2,743 +17 5 —
☆BPRE funds › BLUEROCK PVT REAL ESTATE FD TRIM — 0.2% -0.1% 1.3 100,670 -2,312 3 —
☆QJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 1.3 37,450 -1,589 5 —
☆CUSIP:33740F516 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 1.3 27,890 -1,410 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.2% -0.0% 1.2 9,457 +182 5 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.2% -0.0% 1.2 3,996 -33 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.2% +0.0% 1.2 6,219 -125 5 —
☆DMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.2% +0.0% 1.2 25,144 +7,130 5 —
☆TBIL funds › RBB FD INC TRIM — 0.2% -0.1% 1.2 24,644 -7,676 5 —
☆YJUN funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.2% -0.0% 1.2 43,637 +680 5 —
☆KO funds › COCA COLA CO ADD — 0.2% -0.0% 1.2 14,216 +215 5 —
☆V funds › VISA INC ADD — 0.2% +0.0% 1.2 3,367 +54 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.2% +0.0% 1.2 13,936 +11,708 5 —
☆USB funds › US BANCORP ADD — 0.2% +0.0% 1.1 18,952 +368 5 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.2% -0.0% 1.1 22,271 -322 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.2% -0.1% 1.1 10,714 +351 5 —
☆GMAR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 1.1 24,157 -726 5 —
☆VPU funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 1.1 5,382 +484 5 —
☆IVV funds › ISHARES TR ADD — 0.1% +0.0% 1.0 1,400 +112 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.0 29,812 +3,650 4 —
☆CCI funds › CROWN CASTLE INC ADD — 0.1% +0.0% 1.0 13,615 +5,965 5 —
☆FMAR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% -0.0% 1.0 19,638 +100 5 —
☆AGZ funds › ISHARES TR ADD — 0.1% -0.0% 1.0 9,320 +86 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.1% +0.0% 1.0 9,394 +520 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.1% -0.0% 1.0 19,671 +458 5 —
☆DOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 1.0 20,827 -2 5 —
☆CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 1.0 18,834 +0 5 —
☆DXJ funds › WISDOMTREE TR ADD — 0.1% -0.0% 1.0 5,562 +94 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 1.0 17,803 -410 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 0.9 7,223 +368 5 —
☆AMGN funds › AMGEN INC ADD — 0.1% -0.0% 0.9 2,547 +30 5 —
☆EME funds › EMCOR GROUP INC ADD — 0.1% +0.0% 0.9 1,097 +17 5 —
☆JTEK funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 0.9 8,094 +355 5 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 0.9 6,323 +145 5 —
☆BNO funds › UNITED STS BRENT OIL FD LP TRIM — 0.1% -0.1% 0.9 21,365 -858 5 —
☆GJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.9 21,156 -4,463 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 0.9 3,200 +102 5 —
☆BMO funds › BANK MONTREAL MEDIUM TRIM — 0.1% +0.0% 0.9 4,838 -103 5 —
☆SO funds › SOUTHERN CO TRIM — 0.1% -0.2% 0.9 8,924 -9,452 5 —
☆GMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 0.8 19,670 +3,960 5 —
☆GNOV funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.8 20,238 -1,120 5 —
☆LYB funds › LYONDELLBASELL INDUSTRIES NV TRIM — 0.1% -0.1% 0.8 15,674 -190 5 —
☆MLPX funds › GLOBAL X FDS ADD — 0.1% -0.0% 0.8 11,032 +349 5 —
☆FDT funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.1% +0.0% 0.8 8,597 +2,821 3 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.1% -0.0% 0.8 8,867 -1,499 5 —
☆SAUG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.8 28,838 -715 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.1% +0.1% 0.8 1,922 +575 4 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.1% -0.0% 0.8 5,830 +235 5 —
☆YSEP funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.8 28,744 -177 4 —
☆ILMN funds › ILLUMINA INC TRIM — 0.1% +0.0% 0.8 4,500 -590 5 —
☆SMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 0.8 27,466 +1,261 5 —
☆DVY funds › ISHARES TR TRIM — 0.1% -0.0% 0.8 4,924 -107 5 —
☆GLW funds › CORNING INC TRIM — 0.1% +0.0% 0.8 2,943 -741 4 —
☆REMX funds › VANECK ETF TRUST ADD — 0.1% +0.0% 0.8 8,484 +1,353 3 —
☆SNOW funds › SNOWFLAKE INC ADD — 0.1% +0.0% 0.8 2,949 +88 5 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.1% +0.0% 0.7 2,223 +814 3 —
☆MET funds › METLIFE INC ADD — 0.1% +0.0% 0.7 8,771 +412 5 —
☆EXR funds › EXTRA SPACE STORAGE INC ADD — 0.1% -0.0% 0.7 5,098 +51 5 —
☆HSBC funds › HSBC HLDGS PLC TRIM — 0.1% +0.0% 0.7 7,790 -156 5 —
☆SNOV funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.7 27,283 -525 5 —
☆QMAG funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.7 28,987 -695 5 —
☆SRE funds › SEMPRA TRIM — 0.1% -0.0% 0.7 7,902 -52 5 —
☆VLY funds › VALLEY NATL BANCORP TRIM — 0.1% +0.0% 0.7 49,660 -713 5 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 0.7 34,965 +8,183 3 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.1% -0.0% 0.7 2,039 +102 5 —
☆WSM funds › WILLIAMS SONOMA INC HOLD — 0.1% +0.0% 0.7 3,094 +0 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.0% 0.7 4,437 +2 4 —
☆DGRO funds › ISHARES TR ADD — 0.1% -0.0% 0.7 9,427 +304 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 0.7 5,490 +1,204 5 —
☆YYY funds › AMPLIFY ETF TR ADD — 0.1% +0.0% 0.7 60,753 +5,282 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -0.1% 0.7 9,776 -1,083 5 —
☆QUIZ funds › ZACKS TRUST ADD — 0.1% +0.0% 0.7 23,571 +576 3 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% +0.0% 0.7 3,591 -53 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 0.7 14,707 +354 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 0.7 3,232 -253 5 —
☆FNOV funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.7 11,756 -200 3 —
☆IWD funds › ISHARES TR HOLD — 0.1% +0.0% 0.7 2,830 +0 3 —
☆QCOC funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.7 28,595 +0 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.0% 0.7 5,945 +1,849 2 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.1% +0.0% 0.7 1,353 +621 3 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP ADD — 0.1% -0.0% 0.7 35,417 +3,631 3 —
☆GSK funds › GSK PLC TRIM — 0.1% -0.0% 0.7 12,736 -211 5 —
☆TSEP funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.7 25,538 +0 4 —
☆SCHZ funds › SCHWAB STRATEGIC TR HOLD — 0.1% -0.0% 0.7 28,460 +0 5 —
☆SHEL funds › SHELL PLC ADD — 0.1% -0.0% 0.7 8,485 +34 5 —
☆TQQQ funds › PROSHARES TR HOLD — 0.1% +0.0% 0.6 7,955 +0 5 —
☆IGV funds › ISHARES TR ADD — 0.1% +0.0% 0.6 7,111 +164 5 —
☆FSEP funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.6 11,645 -372 4 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 0.6 4,733 +224 5 —
☆DBA funds › INVESCO DB MULTI-SECTOR COMM ADD — 0.1% -0.0% 0.6 23,661 +1,426 5 —
☆USO funds › UNITED STS OIL FD LP ADD — 0.1% -0.0% 0.6 5,918 +66 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% +0.0% 0.6 644 +55 5 —
☆ETY funds › EATON VANCE TAX-MANAGED DIVE TRIM — 0.1% -0.0% 0.6 43,212 -983 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.6 2,109 +2,109 1 —
☆ORCL funds › ORACLE CORP ADD — 0.1% +0.0% 0.6 4,276 +949 5 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.6 5,671 +199 5 —
☆PINK funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.1% +0.1% 0.6 15,729 +15,729 1 —
☆RNST funds › RENASANT CORP TRIM — 0.1% +0.0% 0.6 14,472 -500 5 —
☆BLK funds › BLACKROCK INC ADD — 0.1% -0.0% 0.6 621 +42 5 —
☆GLPI funds › GAMING & LEISURE P ADD — 0.1% -0.0% 0.6 13,250 +548 5 —
☆IYW funds › ISHARES TR ADD — 0.1% +0.0% 0.6 2,302 +100 5 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 0.6 3,280 +103 5 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.1% +0.0% 0.6 2,429 +86 5 —
☆QMAR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 0.6 15,500 +255 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.1% +0.0% 0.6 2,316 +135 5 —
☆INCO funds › COLUMBIA ETF TR II ADD — 0.1% +0.0% 0.6 9,523 +564 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 0.6 3,218 +149 5 —
☆VCR funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 0.6 1,432 -29 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.6 2,977 +96 5 —
☆XOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.6 14,289 -155 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% +0.0% 0.6 5,308 -2,009 5 —
☆CUSIP:33740U422 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.6 17,735 +0 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 0.6 1,852 +706 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.1% -0.0% 0.6 4,065 +230 5 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.1% -0.0% 0.5 21,258 -2,685 5 —
☆IP funds › INTERNATIONAL PAPER CO ADD — 0.1% +0.0% 0.5 14,282 +926 5 —
☆DRAM funds › ROUNDHILL ETF TRUST NEW — 0.1% +0.1% 0.5 7,208 +7,208 1 —
☆QTUM funds › ETF SER SOLUTIONS TRIM — 0.1% +0.0% 0.5 3,214 -899 3 —
☆SPYD funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.5 10,981 -1,714 5 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.1% +0.1% 0.5 1,214 +1,214 1 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 0.5 6,588 +94 5 —
☆KHC funds › KRAFT HEINZ CO ADD — 0.1% -0.0% 0.5 21,971 +653 5 —
☆ICL funds › ICL GROUP LTD ADD — 0.1% -0.0% 0.5 100,238 +989 5 —
☆WPC funds › WP CAREY INC ADD — 0.1% +0.0% 0.5 6,935 +488 5 —
☆UL funds › UNILEVER PLC ADD — 0.1% -0.0% 0.5 8,228 +321 3 —
☆HIG funds › HARTFORD INSURANCE GROUP INC ADD — 0.1% -0.0% 0.5 3,721 +22 5 —
☆CMI funds › CUMMINS INC ADD — 0.1% +0.0% 0.5 690 +58 4 —
☆IXN funds › ISHARES TR HOLD — 0.1% +0.0% 0.5 3,376 +0 5 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.1% +0.0% 0.5 3,342 +234 5 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 0.5 13,026 +4,218 2 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 0.5 3,176 +141 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.1% -0.0% 0.5 940 +2 5 —
☆TMUS funds › T-MOBILE US INC ADD — 0.1% -0.0% 0.5 2,819 +36 5 —
☆DAL funds › DELTA AIR LINES INC ADD — 0.1% +0.0% 0.5 5,027 +645 2 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.1% -0.0% 0.5 2,188 +74 5 —
☆FTS funds › FORTIS INC ADD — 0.1% -0.0% 0.5 8,117 +285 3 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.1% -0.0% 0.5 1,150 +48 5 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 0.1% +0.0% 0.5 14,750 +1,488 3 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 0.5 15,342 +67 5 —
☆DJAN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.5 9,904 -465 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 0.5 885 +29 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 0.4 4,646 +1,244 2 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% +0.0% 0.4 5,381 +444 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 0.4 13,292 +1,145 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 0.4 7,567 -1,310 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC TRIM — 0.1% -0.0% 0.4 24,433 -3,022 2 —
☆CSX funds › CSX CORP ADD — 0.1% +0.0% 0.4 9,094 +3,458 2 —
☆BBIN funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.4 5,490 -451 5 —
☆MAR funds › MARRIOTT INTL INC NEW ADD — 0.1% +0.0% 0.4 1,138 +29 5 —
☆CTAS funds › CINTAS CORP TRIM — 0.1% -0.0% 0.4 2,445 -213 5 —
☆NOBL funds › PROSHARES TR ADD — 0.1% -0.0% 0.4 7,369 +3,702 3 —
☆CAG funds › CONAGRA BRANDS INC ADD — 0.1% -0.0% 0.4 30,327 +1,913 5 —
☆CPER funds › UNITED STS COMMODITY INDEX F ADD — 0.1% +0.0% 0.4 10,779 +636 5 —
☆RLY funds › SSGA ACTIVE ETF TR ADD — 0.1% -0.0% 0.4 11,679 +1,176 3 —
☆RCL funds › ROYAL CARIBBEAN GROUP NEW — 0.1% +0.1% 0.4 1,267 +1,267 1 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.1% -0.0% 0.4 9,893 +561 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.1% +0.0% 0.4 1,067 +35 5 —
☆CPNG funds › COUPANG INC ADD — 0.1% -0.0% 0.4 23,088 +2,051 5 —
☆DXYZ funds › DESTINY TECH100 INC ADD — 0.1% +0.0% 0.4 15,365 +6,617 2 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.1% -0.0% 0.4 12,215 +952 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.1% -0.0% 0.4 4,800 +222 5 —
☆YDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.4 14,105 -845 5 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.4 1,466 -111 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.1% +0.0% 0.4 1,435 +58 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.1% +0.1% 0.4 506 +506 1 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.1% +0.0% 0.4 4,315 -21 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.1% +0.0% 0.4 374 +0 5 —
☆VDC funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 0.4 1,668 -9 5 —
☆IOO funds › ISHARES TR NEW — 0.1% +0.1% 0.4 2,751 +2,751 1 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.1% +0.0% 0.4 2,193 +62 5 —
☆TBUX funds › T ROWE PRICE EXCHANGE-TRADED NEW — 0.1% +0.1% 0.4 7,475 +7,475 1 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD HOLD — 0.1% +0.0% 0.4 2,813 +0 5 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% -0.0% 0.4 3,633 -263 5 —
☆SNDK funds › SANDISK CORP NEW — 0.1% +0.1% 0.4 163 +163 1 —
☆EWJ funds › ISHARES INC ADD — 0.1% +0.0% 0.4 3,966 +142 4 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.1% -0.0% 0.4 4,031 +67 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 0.4 699 -12 3 —
☆FSK funds › FS KKR CAP CORP TRIM — 0.0% -0.0% 0.4 34,316 -340 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.4 894 +32 3 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.4 4,101 +3,498 4 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.0% -0.1% 0.4 6,589 -4,617 5 —
☆IYH funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 5,211 -582 5 —
☆NLR funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.3 2,965 +0 3 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.1% 0.3 12,313 -38,587 5 —
☆HSY funds › HERSHEY CO ADD — 0.0% -0.0% 0.3 1,893 +57 5 —
☆QYLD funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.3 17,963 +2,871 4 —
☆MRSH funds › MARSH & MCLENNAN COS INC ADD — 0.0% -0.0% 0.3 1,976 +68 5 —
☆IEF funds › ISHARES TR TRIM — 0.0% -0.1% 0.3 3,477 -3,095 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% +0.0% 0.3 2,272 +98 5 —
☆XBI funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.3 2,057 -305 3 —
☆MAGS funds › LISTED FDS TR NEW — 0.0% +0.0% 0.3 5,043 +5,043 1 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% +0.0% 0.3 5,748 +475 4 —
☆AZO funds › AUTOZONE INC HOLD — 0.0% -0.0% 0.3 101 +0 5 —
☆DBB funds › INVESCO DB MULTI-SECTOR COMM ADD — 0.0% -0.0% 0.3 13,303 +897 5 —
☆DE funds › DEERE & CO TRIM — 0.0% -0.0% 0.3 504 -315 5 —
☆GUT funds › GABELLI UTIL TR NEW — 0.0% +0.0% 0.3 65,818 +65,818 1 —
☆IXJ funds › ISHARES TR NEW — 0.0% +0.0% 0.3 3,228 +3,228 1 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.3 1,457 +177 5 —
☆PECO funds › PHILLIPS EDISON & CO INC HOLD — 0.0% -0.0% 0.3 7,538 +0 5 —
☆IBB funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 1,644 +0 4 —
☆COKE funds › COCA COLA CONS INC ADD — 0.0% -0.0% 0.3 1,630 +30 3 —
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.0% -0.0% 0.3 3,374 +0 5 —
☆CVS funds › CVS HEALTH CORP NEW — 0.0% +0.0% 0.3 2,968 +2,968 1 —
☆USDU funds › WISDOMTREE TR ADD — 0.0% -0.0% 0.3 11,438 +99 2 —
☆PHM funds › PULTE GROUP INC ADD — 0.0% +0.0% 0.3 2,225 +75 4 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.0% -0.0% 0.3 178 -7 5 —
☆ITOT funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 1,813 +0 5 —
☆GLDM funds › WORLD GOLD TR NEW — 0.0% +0.0% 0.3 3,618 +3,618 1 —
☆EFRA funds › ISHARES TR ADD — 0.0% -0.0% 0.3 8,037 +316 3 —
☆MCO funds › MOODYS CORP ADD — 0.0% -0.0% 0.3 635 +31 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.0% -0.0% 0.3 1,433 -105 4 —
☆FTHI funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% -0.0% 0.3 12,050 +0 2 —
☆EWW funds › ISHARES INC NEW — 0.0% +0.0% 0.3 3,778 +3,778 1 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.0% -0.0% 0.3 3,306 +0 3 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.3 3,612 -2,060 5 —
☆GROZ funds › ZACKS TRUST NEW — 0.0% +0.0% 0.3 8,821 +8,821 1 —
☆IGM funds › ISHARES TR NEW — 0.0% +0.0% 0.3 1,703 +1,703 1 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.3 4,076 +5 5 —
☆IGSB funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 5,251 +0 5 —
☆IWR funds › ISHARES TR ADD — 0.0% +0.0% 0.3 2,488 +20 5 —
☆YMAR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 0.3 9,480 +725 5 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC NEW — 0.0% +0.0% 0.3 10,673 +10,673 1 —
☆BBAG funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.3 5,729 -848 5 —
☆IBBQ funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.3 7,954 +252 3 —
☆IWM funds › ISHARES TR NEW — 0.0% +0.0% 0.3 867 +867 1 —
☆IRM funds › IRON MTN INC DEL ADD — 0.0% +0.0% 0.3 2,042 +1 2 —
☆DHR funds › DANAHER CORP DEL ADD — 0.0% -0.0% 0.3 1,353 +48 5 —
☆BKCH funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.3 3,424 +3,424 1 —
☆GPIX funds › GOLDMAN SACHS ETF TR HOLD — 0.0% -0.0% 0.3 4,618 +0 5 —
☆IVW funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 1,860 +0 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 0.3 1,147 -334 5 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.3 3,292 -662 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.3 3,494 +32 5 —
☆AMP funds › AMERIPRISE FINL INC HOLD — 0.0% -0.0% 0.2 542 +0 5 —
☆EWU funds › ISHARES TR NEW — 0.0% +0.0% 0.2 5,332 +5,332 1 —
☆IEO funds › ISHARES TR ADD — 0.0% +0.0% 0.2 2,225 +709 2 —
☆FJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.2 4,103 -990 4 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.2 2,529 -125 5 —
☆CFG funds › CITIZENS FINL GROUP INC NEW — 0.0% +0.0% 0.2 3,477 +3,477 1 —
☆FTXL funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.2 853 +853 1 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.0% +0.0% 0.2 4,655 +637 2 —
☆LAMR funds › LAMAR ADVERTISING CO NEW — 0.0% +0.0% 0.2 1,545 +1,545 1 —
☆AJG funds › GALLAGHER ARTHUR J & CO ADD — 0.0% -0.0% 0.2 1,041 +63 5 —
☆TRMK funds › TRUSTMARK CORP TRIM — 0.0% -0.9% 0.2 5,188 -137,378 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.2 1,071 -47 3 —
☆FERG funds › FERGUSON ENTERPRISES INC ADD — 0.0% -0.0% 0.2 1,000 +83 4 —
☆LH funds › LABCORP HOLDINGS INC ADD — 0.0% -0.0% 0.2 835 +36 2 —
☆QMNV funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.2 9,154 -30 3 —
☆ASHR funds › DBX ETF TR TRIM — 0.0% -0.0% 0.2 6,214 -268 3 —
☆WRB funds › BERKLEY W R CORP ADD — 0.0% -0.0% 0.2 3,224 +119 2 —
☆CUSIP:33740U711 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.2 5,557 -895 4 —
☆SIVR funds › ABRDN SILVER ETF TRUST NEW — 0.0% +0.0% 0.2 4,004 +4,004 1 —
☆SYK funds › STRYKER CORPORATION ADD — 0.0% -0.0% 0.2 713 +29 3 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.2 3,748 +3,748 1 —
☆MNST funds › MONSTER BEVERAGE CORP NEW NEW — 0.0% +0.0% 0.2 2,325 +2,325 1 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.0% +0.0% 0.2 2,210 +2,210 1 —
☆JGLO funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.2 3,084 -218 3 —
☆ARKW funds › ARK ETF TR NEW — 0.0% +0.0% 0.2 1,495 +1,495 1 —
☆ROKU funds › ROKU INC NEW — 0.0% +0.0% 0.2 1,566 +1,566 1 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.2 960 +960 1 —
☆COR funds › CENCORA INC NEW — 0.0% +0.0% 0.2 758 +758 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.2 960 +960 1 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% -0.0% 0.2 2,283 -36 5 —
☆TWLO funds › TWILIO INC NEW — 0.0% +0.0% 0.2 1,018 +1,018 1 —
☆NI funds › NISOURCE INC NEW — 0.0% +0.0% 0.2 4,414 +4,414 1 —
☆SPSM funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.2 3,621 +3,621 1 —
☆FDX funds › FEDEX CORP NEW — 0.0% +0.0% 0.2 665 +665 1 —
☆SVOL funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.0% +0.0% 0.2 12,886 +1,595 3 —
☆ITB funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,969 +1,969 1 —
☆IWB funds › ISHARES TR NEW — 0.0% +0.0% 0.2 500 +500 1 —
☆HAL funds › HALLIBURTON CO ADD — 0.0% -0.0% 0.2 6,021 +195 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC NEW — 0.0% +0.0% 0.2 407 +407 1 —
☆CUSIP:146280508 funds › SILA REALTY TRUST INC NEW — 0.0% +0.0% 0.2 6,707 +6,707 1 —
☆WSR funds › WHITESTONE REIT TRIM — 0.0% +0.0% 0.2 10,683 -250 5 —
☆JEMA funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.2 3,166 +3,166 1 —
☆BP funds › BP PLC TRIM — 0.0% -0.0% 0.2 5,454 -149 3 —
☆SCHK funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.2 5,582 +5,582 1 —
☆OBDC funds › BLUE OWL CAPITAL CORPORATION ADD — 0.0% +0.0% 0.2 18,370 +8,215 2 —
☆F funds › FORD MTR CO TRIM — 0.0% +0.0% 0.2 13,202 -881 5 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD ADD — 0.0% -0.0% 0.2 11,218 +157 5 —
☆NOK funds › NOKIA CORP ADD — 0.0% +0.0% 0.2 12,361 +1,346 5 —
☆BTAL funds › AGF INVTS TR NEW ETP 0.0% +0.0% 0.1 10,764 +10,764 1 —
☆FBRT funds › FRANKLIN BSP RLTY TR INC TRIM — 0.0% -0.0% 0.1 11,735 -1,200 5 —
☆BTX funds › BLACKROCK TECH AND PRIVATE E HOLD — 0.0% +0.0% 0.1 10,286 +0 5 —
☆TCPC funds › BLACKROCK TCP CAPITAL CORP TRIM — 0.0% -0.0% 0.0 14,136 -857 5 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.0% 0.0 0 -1,236 0 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A EXIT — 0.0% -0.1% 0.0 0 -674 0 —
☆SHLD funds › GLOBAL X FDS EXIT — 0.0% -0.0% 0.0 0 -3,190 0 —
☆CUSIP:46654Q765 funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.1% 0.0 0 -9,516 0 —
☆RPV funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -2,526 0 —
☆COMT funds › ISHARES U S ETF TR EXIT — 0.0% -0.0% 0.0 0 -8,308 0 —
☆PYPL funds › PAYPAL HLDGS INC EXIT — 0.0% -0.1% 0.0 0 -7,219 0 —
☆DEFT funds › DEFI TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -14,815 0 —
☆JQC funds › NUVEEN CR STRATEGIES INCOME EXIT — 0.0% -0.0% 0.0 0 -12,342 0 —
☆EDD funds › MORGAN STANLEY EMERGING MKTS EXIT — 0.0% -0.0% 0.0 0 -10,508 0 —
☆ICLN funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -11,666 0 —
☆BSX funds › BOSTON SCIENTIFIC CORP EXIT — 0.0% -0.0% 0.0 0 -4,227 0 —
☆UMC funds › UNITED MICROELECTRONICS CORP EXIT — 0.0% -0.1% 0.0 0 -81,497 0 —
☆FN funds › FABRINET EXIT — 0.0% -0.1% 0.0 0 -639 0 —
☆FJUN funds › FIRST TR EXCHNG TRADED FD VI EXIT — 0.0% -0.1% 0.0 0 -16,300 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -1,632 0 —
☆VIGI funds › VANGUARD WHITEHALL FDS EXIT — 0.0% -0.0% 0.0 0 -2,364 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 728 422 0.08 24% 0.011 0.324 — in
2026Q1 648 393 0.06 23% 0.011 0.357 — in
2025Q4 653 401 0.09 25% 0.011 0.268 — in
2025Q3 610 377 0.04 26% 0.012 0.355 — in
2025Q2 578 358 0.07 26% 0.012 0.339 — entered
2025Q1 511 329 0.00 26% 0.012 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