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☆Mayflower Financial Advisors, LLC

CIK 0001852930 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.171
AUM ($M)
1,157
Positions
498
Turnover
0.21
Top-10 wt
24%
Herfindahl
0.011
History (qtrs)
6
Excess Return
—

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Security type

Holdings · 500 of 507 positions (showing top 500 by weight) · portfolio value $1,157M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 3.7% -0.9% 42.5 56,689 -561 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 3.6% +0.1% 41.9 476,835 +101,408 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 3.2% +3.1% 36.8 290,804 +283,267 5 —
☆MCD funds › MCDONALDS CORP ADD — 2.3% +2.1% 26.9 99,360 +94,693 5 —
☆ABBV funds › ABBVIE INC ADD — 2.2% +1.7% 25.6 101,672 +81,369 5 —
☆AAPL funds › APPLE INC TRIM — 2.1% -0.6% 24.2 83,785 -3,592 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 1.9% +1.4% 21.7 158,404 +133,965 5 —
☆MO funds › ALTRIA GROUP INC ADD — 1.7% +0.9% 19.6 272,884 +174,554 5 —
☆IVW funds › ISHARES TR ADD — 1.7% -0.1% 19.3 140,415 +13,912 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 1.6% -0.4% 18.2 574,381 +43,122 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 1.5% +1.2% 17.0 115,628 +100,283 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.4% -0.5% 16.7 44,901 +749 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 1.4% +0.8% 16.3 98,259 +74,231 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.3% -0.2% 14.7 41,093 -1,222 5 —
☆IUSB funds › ISHARES TR ADD — 1.3% +0.2% 14.7 317,974 +127,146 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.2% +0.5% 14.0 20,453 +10,351 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.2% -0.3% 14.0 69,745 -463 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 1.2% -0.3% 13.6 18,249 -255 5 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 1.2% -0.2% 13.6 199,540 +805 5 —
☆QUAL funds › ISHARES TR TRIM — 1.2% -0.8% 13.5 61,337 -23,725 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 1.1% -0.4% 13.2 260,648 +10,411 5 —
☆IVE funds › ISHARES TR TRIM — 1.1% -0.5% 12.8 56,547 -6,260 5 —
☆GOOG funds › ALPHABET INC TRIM — 1.0% -0.2% 12.1 34,230 -174 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 1.0% +1.0% 12.0 208,112 +200,153 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 1.0% -0.3% 12.0 517,566 +52,094 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 1.0% +0.9% 11.8 134,109 +119,752 5 —
☆ACWX funds › ISHARES TR ADD — 0.9% -0.0% 10.9 143,228 +25,996 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.9% +0.7% 10.7 37,939 +31,632 5 —
☆SO funds › SOUTHERN CO ADD — 0.9% +0.8% 9.9 103,571 +100,417 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.8% -0.1% 9.4 39,364 +1,456 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.8% -0.3% 9.4 18,724 -382 5 —
☆PEP funds › PEPSICO INC ADD — 0.8% +0.6% 9.2 68,214 +56,361 5 —
☆IJR funds › ISHARES TR TRIM — 0.7% -0.1% 8.5 57,328 -491 5 —
☆IEFA funds › ISHARES TR ADD — 0.7% -0.2% 8.5 87,684 +904 5 —
☆IJH funds › ISHARES TR TRIM — 0.7% -0.2% 8.2 106,472 -6,688 5 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.7% -0.1% 7.6 206,668 +10,752 2 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.6% -0.2% 7.4 100,312 +1,543 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.6% -0.1% 7.2 18,934 -1,244 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.6% -0.1% 7.1 19,192 +6,137 5 —
☆USMV funds › ISHARES TR TRIM — 0.6% -0.2% 7.0 72,931 -1,289 5 —
☆OEF funds › ISHARES TR ADD — 0.6% +0.0% 7.0 19,075 +3,666 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.6% -0.2% 6.8 18,337 -793 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.6% -0.0% 6.7 126,871 -25,671 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.6% +0.4% 6.6 156,601 +129,887 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% -0.1% 6.3 19,246 +915 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.5% -0.2% 6.2 24,544 +1,027 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.5% -0.2% 6.2 86,785 -8,321 5 —
☆MS funds › MORGAN STANLEY ADD — 0.5% -0.1% 6.0 28,503 +192 5 —
☆XTEN funds › BONDBLOXX ETF TRUST TRIM — 0.5% -0.4% 5.9 129,712 -28,685 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.5% +0.1% 5.8 5,417 +310 5 —
☆PULS funds › PGIM ETF TR NEW — 0.5% +0.5% 5.7 115,472 +115,472 1 —
☆IEMG funds › ISHARES INC TRIM — 0.5% -0.1% 5.7 68,671 -2,198 5 —
☆MBB funds › ISHARES TR ADD — 0.5% -0.2% 5.6 58,730 +3,679 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.5% -0.1% 5.4 22,717 -331 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.5% -0.1% 5.3 32,588 -6,762 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.5% +0.0% 5.2 7,084 +1,057 5 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.4% -0.1% 5.2 207,550 +33,813 3 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.4% -0.1% 5.0 31,884 -464 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.4% -0.0% 5.0 61,729 +8,319 5 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 0.4% -0.1% 5.0 73,748 -417 5 —
☆MUB funds › ISHARES TR TRIM — 0.4% -0.2% 5.0 46,168 -567 5 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.4% +0.1% 4.9 97,899 +40,410 3 —
☆IWM funds › ISHARES TR ADD — 0.4% -0.1% 4.9 16,378 +163 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.4% +0.4% 4.8 45,048 +40,131 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% +0.1% 4.8 55,164 +48,938 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.4% +0.0% 4.8 94,310 +12,071 2 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.4% -0.1% 4.7 6,746 -77 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% -0.0% 4.7 3,906 +129 5 —
☆META funds › META PLATFORMS INC ADD — 0.4% -0.2% 4.6 8,240 +304 5 —
☆AMLP funds › ALPS ETF TR TRIM ETP 0.4% -0.2% 4.6 88,273 -163 5 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.4% -0.3% 4.2 98,200 -41,923 5 —
☆SUB funds › ISHARES TR TRIM — 0.4% -0.2% 4.2 39,299 -1,039 5 —
☆GOVT funds › ISHARES TR TRIM — 0.3% -0.2% 4.0 177,196 -4,738 5 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 0.3% -0.2% 4.0 41,808 -19,266 4 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.3% +0.3% 3.9 137,833 +137,833 1 —
☆GEV funds › GE VERNOVA INC ADD — 0.3% +0.0% 3.8 3,273 +586 5 —
☆V funds › VISA INC TRIM — 0.3% -0.1% 3.8 11,154 -114 5 —
☆ITOT funds › ISHARES TR ADD — 0.3% -0.1% 3.7 22,796 +672 5 —
☆HDV funds › ISHARES TR ADD — 0.3% -0.1% 3.7 134,695 +107,808 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.3% -0.1% 3.6 43,532 -551 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.3% -0.1% 3.6 45,244 +33,815 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.0% 3.6 30,972 +95 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.3% -0.1% 3.6 16,390 -891 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE ADD — 0.3% -0.1% 3.5 94,017 +664 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.3% +0.1% 3.5 3,038 -744 5 —
☆KVYO funds › KLAVIYO INC TRIM — 0.3% -0.2% 3.4 226,700 -29 5 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.3% -0.1% 3.4 39,689 -578 5 —
☆TSLA funds › TESLA INC ADD — 0.3% -0.0% 3.2 7,512 +988 5 —
☆SHLD funds › GLOBAL X FDS ADD — 0.3% -0.1% 3.1 52,688 +4,595 4 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.3% +0.1% 3.1 5,376 -157 5 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.3% +0.3% 3.1 61,213 +61,213 1 —
☆GLW funds › CORNING INC ADD — 0.3% +0.1% 2.9 11,454 +27 5 —
☆IYW funds › ISHARES TR TRIM — 0.3% -0.0% 2.9 11,542 -1,598 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.3% -0.2% 2.9 24,845 +181 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.2% -0.0% 2.9 50,107 +686 5 —
☆MATV funds › MATIV HOLDINGS INC HOLD — 0.2% -0.2% 2.8 375,246 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.2% +0.0% 2.7 5,694 +102 5 —
☆INTC funds › INTEL CORP ADD — 0.2% +0.1% 2.7 19,259 +2,394 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.2% -0.1% 2.6 14,595 -588 5 —
☆IWB funds › ISHARES TR TRIM — 0.2% -0.1% 2.6 6,413 -495 5 —
☆MRK funds › MERCK & CO INC ADD — 0.2% -0.1% 2.6 20,163 +1,327 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.1% 2.5 4,937 +19 5 —
☆IWY funds › ISHARES TR ADD — 0.2% +0.0% 2.5 8,686 +1,704 4 —
☆HD funds › HOME DEPOT INC ADD — 0.2% -0.0% 2.5 7,011 +803 5 —
☆EFV funds › ISHARES TR TRIM — 0.2% -0.5% 2.4 31,787 -48,509 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% -0.0% 2.4 15,052 +3,130 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.2% +0.0% 2.3 5,413 -2,518 5 —
☆ESGU funds › ISHARES TR TRIM — 0.2% -0.1% 2.3 13,967 -811 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.2% -0.1% 2.3 11,948 -903 5 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.2% +0.1% 2.1 19,340 +15,057 5 —
☆DVY funds › ISHARES TR TRIM — 0.2% -0.1% 2.1 13,686 -753 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD — 0.2% -0.0% 2.1 47,159 +45 5 —
☆FLOT funds › ISHARES TR NEW — 0.2% +0.2% 2.1 40,442 +40,442 1 —
☆IAU funds › ISHARES GOLD TR ADD — 0.2% -0.0% 2.0 26,416 +6,019 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.2% -0.1% 2.0 24,653 +1,808 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% -0.1% 1.9 23,431 +1,008 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.1% 1.9 24,285 -283 5 —
☆EFA funds › ISHARES TR TRIM — 0.2% -0.1% 1.9 18,470 -95 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.0% 1.9 4,587 +185 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.1% 1.9 2,008 -2 5 —
☆SCCO funds › SOUTHERN COPPER CORP TRIM — 0.2% -0.1% 1.8 10,465 -464 5 —
☆EEMV funds › ISHARES INC TRIM — 0.2% -0.0% 1.8 24,014 -260 5 —
☆MINT funds › PIMCO ETF TR TRIM — 0.2% -0.1% 1.8 17,772 -2,081 5 —
☆CME funds › CME GROUP INC ADD — 0.2% -0.1% 1.8 7,987 +67 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% -0.0% 1.8 1,735 +37 5 —
☆IVLU funds › ISHARES TR TRIM — 0.2% -0.1% 1.8 41,890 -10,535 5 —
☆ETN funds › EATON CORP PLC ADD — 0.1% -0.0% 1.7 4,053 +29 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.3% 1.7 32,861 -43,794 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 1.7 18,456 -1,426 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.1% -0.1% 1.7 9,294 +8,915 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.1% 1.6 29,190 -1,374 5 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 1.6 79,282 +35,784 5 —
☆DGRO funds › ISHARES TR TRIM — 0.1% -0.0% 1.6 21,610 -172 5 —
☆GE funds › GE AEROSPACE ADD — 0.1% +0.1% 1.6 4,347 +2,089 5 —
☆W funds › WAYFAIR INC ADD — 0.1% -0.0% 1.6 17,499 +121 5 —
☆SPYD funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.6 33,470 -385 2 —
☆BLK funds › BLACKROCK INC ADD — 0.1% -0.1% 1.6 1,643 +42 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.5 5,110 +1,759 5 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 1.5 18,992 +1,298 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.1% 1.5 10,161 +407 5 —
☆SGOV funds › ISHARES TR ADD — 0.1% +0.0% 1.5 15,165 +4,920 3 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% +0.0% 1.5 1,911 +155 5 —
☆TAXX funds › BONDBLOXX ETF TRUST NEW — 0.1% +0.1% 1.5 28,604 +28,604 1 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 1.4 24,269 -2,320 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST TRIM — 0.1% -0.0% 1.4 23,470 -165 4 —
☆ARCC funds › ARES CAPITAL CORP NEW — 0.1% +0.1% 1.4 76,250 +76,250 1 —
☆JPEF funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 1.4 17,548 -635 2 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.1% 1.4 58,088 +1,689 5 —
☆OUNZ funds › VANECK MERK GOLD ETF TRIM — 0.1% -0.1% 1.4 35,845 -2,880 5 —
☆STT funds › STATE STR CORP ADD — 0.1% -0.0% 1.4 8,096 +10 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.1% 1.4 15,058 -1,697 5 —
☆TCAF funds › T ROWE PRICE EXCHANGE-TRADED HOLD — 0.1% -0.0% 1.4 33,119 +0 5 —
☆TER funds › TERADYNE INC TRIM — 0.1% +0.0% 1.3 2,788 -50 5 —
☆NVS funds › NOVARTIS AG TRIM — 0.1% -0.0% 1.3 8,591 -135 5 —
☆AMGN funds › AMGEN INC ADD — 0.1% -0.0% 1.3 3,665 +293 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE TRIM — 0.1% -0.0% 1.3 26,924 -673 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.1% -0.0% 1.3 2,638 -100 5 —
☆LMUB funds › ISHARES TR ADD — 0.1% -0.0% 1.3 25,623 +3,795 2 —
☆C funds › CITIGROUP INC TRIM — 0.1% -0.0% 1.3 9,225 -482 5 —
☆IBDR funds › ISHARES TR ADD — 0.1% -0.0% 1.3 53,245 +83 5 —
☆WMT funds › WALMART INC ADD — 0.1% -0.0% 1.3 11,366 +2,271 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 1.3 23,183 +928 2 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L TRIM — 0.1% -0.1% 1.3 34,638 -482 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 1.3 45,812 -3,648 5 —
☆EFG funds › ISHARES TR TRIM — 0.1% -0.0% 1.3 10,185 -592 5 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.1% +0.0% 1.3 3,691 -150 5 —
☆IXN funds › ISHARES TR ADD — 0.1% +0.0% 1.2 8,559 +1,856 5 —
☆TTE funds › TOTALENERGIES SE TRIM — 0.1% -0.1% 1.2 15,862 -351 2 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.1% 1.2 4,128 +19 5 —
☆LIN funds › LINDE PLC TRIM — 0.1% -0.0% 1.2 2,369 -17 5 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.1% +0.0% 1.2 4,108 -115 5 —
☆VCRB funds › VANGUARD MALVERN FDS ADD — 0.1% -0.0% 1.2 15,785 +584 2 —
☆IEF funds › ISHARES TR NEW — 0.1% +0.1% 1.2 12,762 +12,762 1 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 1.2 8,146 +958 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% +0.0% 1.2 35,711 +23,485 5 —
☆FNV funds › FRANCO NEV CORP TRIM — 0.1% -0.1% 1.2 5,695 -203 5 —
☆HLI funds › HOULIHAN LOKEY INC HOLD — 0.1% -0.0% 1.2 1,122,126 +0 4 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.1% -0.1% 1.1 2,254 -44 5 —
☆SNOW funds › SNOWFLAKE INC ADD — 0.1% +0.0% 1.1 4,320 +623 5 —
☆TFI funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 1.1 23,935 +3,312 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 1.1 4,911 -27 5 —
☆UNP funds › UNION PAC CORP TRIM — 0.1% -0.0% 1.1 3,957 -5 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 1.1 3,125 +0 5 —
☆PVAL funds › PUTNAM ETF TRUST ADD — 0.1% -0.0% 1.1 21,056 +3,326 2 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY ADD — 0.1% -0.0% 1.1 12,360 +55 5 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.2% 1.1 19,407 -17,018 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -0.0% 1.1 17,466 -1,759 5 —
☆BX funds › BLACKSTONE INC ADD — 0.1% -0.0% 1.1 9,050 +65 5 —
☆HACK funds › AMPLIFY ETF TR HOLD — 0.1% -0.0% 1.1 10,148 +0 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.1% -0.1% 1.1 3,367 -391 5 —
☆IEV funds › ISHARES TR TRIM — 0.1% -0.0% 1.1 14,541 -686 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.1% 1.1 19,939 +583 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A TRIM — 0.1% -0.0% 1.1 2,294 -41 3 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 1.0 17,032 +6,657 5 —
☆LOW funds › LOWES COS INC TRIM — 0.1% -0.0% 1.0 4,725 -106 5 —
☆IBDS funds › ISHARES TR HOLD — 0.1% -0.0% 1.0 42,347 +0 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 1.0 13,270 +656 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.1% +0.0% 1.0 9,789 +361 5 —
☆BA funds › BOEING CO ADD — 0.1% -0.0% 1.0 4,675 +1 5 —
☆ASML funds › ASML HLDG NV ADD — 0.1% +0.0% 1.0 504 +25 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.1% -0.0% 1.0 1,388 +0 5 —
☆QYLD funds › GLOBAL X FDS TRIM — 0.1% -0.0% 1.0 54,081 -3,428 4 —
☆TFLO funds › ISHARES TR NEW — 0.1% +0.1% 1.0 19,586 +19,586 1 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 1.0 2,907 -176 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.1% +0.0% 1.0 1,346 +19 5 —
☆SPSB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.0 32,152 -899 5 —
☆EEM funds › ISHARES TR TRIM — 0.1% -0.0% 1.0 14,077 -86 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.9 9,666 +158 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.1% -0.0% 0.9 4,131 +130 5 —
☆ATI funds › ATI INC TRIM — 0.1% -0.0% 0.9 4,573 -402 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.1% -0.0% 0.9 5,446 -234 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.1% -0.0% 0.9 1,694 -69 5 —
☆HUBS funds › HUBSPOT INC TRIM — 0.1% -0.1% 0.9 4,800 -308 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.1% -0.0% 0.9 7,575 -468 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.1% -0.0% 0.8 20,983 +2,698 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC TRIM — 0.1% -0.0% 0.8 1,681 -70 5 —
☆FIG funds › FIGMA INC NEW — 0.1% +0.1% 0.8 46,149 +46,149 1 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.1% -0.0% 0.8 11,107 -186 5 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.0% 0.8 3,399 -361 5 —
☆GLTR funds › ABRDN PRECIOUS METALS BASKET NEW — 0.1% +0.1% 0.8 4,498 +4,498 1 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.8 4,259 -551 5 —
☆COR funds › CENCORA INC TRIM — 0.1% -0.0% 0.8 2,797 -32 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.1% -0.0% 0.8 6,254 +122 5 —
☆CNI funds › CANADIAN NATL RY CO ADD — 0.1% -0.0% 0.8 6,609 +158 5 —
☆MMM funds › 3M CO ADD — 0.1% -0.0% 0.8 4,808 +350 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.1% -0.0% 0.8 795 -12 5 —
☆EMXC funds › ISHARES INC TRIM — 0.1% -0.0% 0.8 7,537 -351 5 —
☆PICK funds › ISHARES INC ADD — 0.1% -0.0% 0.7 12,778 +48 3 —
☆IAGG funds › ISHARES TR TRIM — 0.1% -0.4% 0.7 14,603 -53,806 5 —
☆ECL funds › ECOLAB INC TRIM — 0.1% -0.0% 0.7 2,613 -37 5 —
☆FDX funds › FEDEX CORP TRIM — 0.1% -0.0% 0.7 2,293 -29 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.0% 0.7 14,761 -3,840 3 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 0.7 8,602 -785 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -0.1% 0.7 9,952 -206 5 —
☆AGG funds › ISHARES TR ADD — 0.1% -0.0% 0.7 7,160 +55 5 —
☆IXUS funds › ISHARES TR ADD — 0.1% -0.0% 0.7 7,288 +215 5 —
☆SYY funds › SYSCO CORP ADD — 0.1% -0.0% 0.7 8,310 +1,262 5 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.1% -0.0% 0.7 7,567 +349 5 —
☆BOTZ funds › GLOBAL X FDS TRIM — 0.1% -0.0% 0.7 18,223 -565 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% -0.0% 0.7 6,899 +0 2 —
☆NUDM funds › NUSHARES ETF TR ADD — 0.1% +0.0% 0.7 16,689 +4,522 5 —
☆SHV funds › ISHARES TR ADD — 0.1% -0.0% 0.7 6,050 +154 5 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.1% -0.0% 0.7 1,359 +7 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.7 9,166 -1 5 —
☆CUSIP:282914100 funds › 8X8 INC NEW TRIM — 0.1% -0.0% 0.7 384,630 -5,029 5 —
☆CMI funds › CUMMINS INC ADD — 0.1% +0.0% 0.7 921 +183 5 —
☆IDEV funds › ISHARES TR ADD — 0.1% -0.0% 0.6 7,289 +54 5 —
☆IWV funds › ISHARES TR HOLD — 0.1% -0.0% 0.6 1,521 +0 5 —
☆MYCF funds › SSGA ACTIVE TR HOLD — 0.1% -0.0% 0.6 25,823 +0 5 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.0% 0.6 5,204 +3,897 5 —
☆XSOE funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.6 13,130 -720 5 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.6 4,206 +435 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.6 21,939 +132 5 —
☆GNMA funds › ISHARES TR ADD — 0.1% -0.0% 0.6 14,364 +724 5 —
☆DIVO funds › AMPLIFY ETF TR TRIM — 0.1% -0.0% 0.6 13,614 -3,024 5 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.1% -0.0% 0.6 10,694 +480 5 —
☆NVT funds › NVENT ELEC PLC TRIM — 0.1% -0.0% 0.6 3,636 -1,869 5 —
☆CWK funds › CUSHMAN AND WAKEFIELD LTD HOLD — 0.1% -0.0% 0.6 45,619 +0 3 —
☆OKE funds › ONEOK INC NEW ADD — 0.1% -0.0% 0.6 6,966 +434 5 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% -0.0% 0.6 1,776 -19 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 0.6 6,243 +304 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.1% +0.0% 0.6 1,509 +184 5 —
☆SHM funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.6 12,486 +79 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.1% +0.0% 0.6 4,373 +2,190 4 —
☆TQQQ funds › PROSHARES TR TRIM — 0.1% +0.0% 0.6 7,343 -1,847 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF HOLD — 0.1% -0.0% 0.6 12,533 +0 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT TRIM — 0.1% -0.0% 0.6 13,910 -1,543 5 —
☆JMOM funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.0% -0.0% 0.6 6,722 -1,943 5 —
☆DSI funds › ISHARES TR ADD — 0.0% -0.0% 0.6 3,955 +67 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.6 1,657 +0 2 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.0% +0.0% 0.6 1,295 +8 3 —
☆VLUE funds › ISHARES TR TRIM — 0.0% -0.0% 0.6 2,777 -513 5 —
☆CSX funds › CSX CORP ADD — 0.0% -0.0% 0.6 11,625 +73 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 0.0% -0.0% 0.6 14,540 +1,196 4 —
☆XAR funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.5 1,934 +1,934 1 —
☆DDOG funds › DATADOG INC TRIM — 0.0% +0.0% 0.5 2,097 -27 2 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% -0.0% 0.5 5,870 -2 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% -0.0% 0.5 3,089 +46 5 —
☆SPTS funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.5 18,049 +0 5 —
☆TAXM funds › BONDBLOXX ETF TRUST NEW — 0.0% +0.0% 0.5 9,955 +9,955 1 —
☆MDT funds › MEDTRONIC PLC ADD — 0.0% -0.0% 0.5 6,406 +627 5 —
☆CMC funds › COMMERCIAL METALS CO TRIM — 0.0% -0.0% 0.5 7,985 -449 3 —
☆MTB funds › M & T BK CORP TRIM — 0.0% -0.0% 0.5 2,057 -3 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.5 507 +507 1 —
☆SU funds › SUNCOR ENERGY INC NEW TRIM — 0.0% -0.0% 0.5 9,075 -20 3 —
☆FERG funds › FERGUSON ENTERPRISES INC TRIM — 0.0% -0.0% 0.5 2,052 -217 5 —
☆IJJ funds › ISHARES TR ADD — 0.0% -0.0% 0.5 3,294 +428 5 —
☆HYG funds › ISHARES TR ADD — 0.0% -0.0% 0.5 6,055 +580 5 —
☆PTLC funds › PACER FDS TR HOLD — 0.0% -0.0% 0.5 8,310 +0 5 —
☆DE funds › DEERE & CO ADD — 0.0% -0.0% 0.5 762 +12 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.5 5,891 +0 2 —
☆F funds › FORD MTR CO ADD — 0.0% -0.0% 0.5 34,442 +420 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.0% -0.0% 0.5 2,803 -37 5 —
☆CW funds › CURTISS WRIGHT CORP ADD — 0.0% -0.0% 0.5 625 +5 5 —
☆RKLB funds › ROCKET LAB CORP NEW — 0.0% +0.0% 0.5 4,646 +4,646 1 —
☆STIP funds › ISHARES TR ADD — 0.0% -0.0% 0.5 4,597 +3 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.0% -0.0% 0.5 4,695 -402 5 —
☆BTI funds › BRITISH AMERN TOB PLC ADD — 0.0% -0.0% 0.5 7,528 +142 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% -0.0% 0.5 24,135 +7,000 5 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.5 1,521 +1,521 1 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% -0.0% 0.5 5,029 -440 5 —
☆FAF funds › FIRST AMERN FINL CORP TRIM — 0.0% -0.0% 0.5 6,603 -790 5 —
☆SMMD funds › ISHARES TR ADD — 0.0% -0.0% 0.4 4,897 +51 5 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.0% -0.0% 0.4 2,230 -36 5 —
☆SOFI funds › SOFI TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.4 24,790 -4,412 5 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 8,463 -120 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.0% -0.0% 0.4 1,070 -184 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.0% -0.0% 0.4 8,113 +2,024 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.4 8,088 +1,874 5 —
☆SUSL funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 3,222 +0 5 —
☆AON funds › AON PLC ADD — 0.0% -0.0% 0.4 1,286 +25 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% +0.0% 0.4 1,637 +425 2 —
☆SPIB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.4 12,727 +0 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.4 2,695 -255 5 —
☆FNGU funds › BANK MONTREAL MEDIUM TRIM — 0.0% +0.0% 0.4 16,385 -1,210 5 —
☆KEY funds › KEYCORP ADD — 0.0% -0.0% 0.4 18,151 +162 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.4 9,409 +0 2 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.4 1,687 +220 5 —
☆IYE funds › ISHARES TR HOLD — 0.0% -0.0% 0.4 7,229 +0 5 —
☆TLH funds › ISHARES TR TRIM — 0.0% -0.1% 0.4 3,982 -4,710 5 —
☆RSG funds › REPUBLIC SVCS INC TRIM — 0.0% -0.0% 0.4 1,863 -13 5 —
☆NGG funds › NATIONAL GRID PLC ADD — 0.0% -0.0% 0.4 4,779 +772 5 —
☆HUBB funds › HUBBELL INC ADD — 0.0% -0.0% 0.4 750 +2 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.4 3,771 +48 5 —
☆IWN funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 1,742 -605 5 —
☆NDAQ funds › NASDAQ INC TRIM — 0.0% -0.0% 0.4 4,878 -2 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% -0.0% 0.4 2,685 +454 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD NEW — 0.0% +0.0% 0.4 5,075 +5,075 1 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC HOLD — 0.0% -0.0% 0.4 32,689 +0 5 —
☆IRM funds › IRON MTN INC DEL ADD — 0.0% +0.0% 0.4 3,037 +722 2 —
☆DTD funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.4 4,105 +0 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 0.4 7,588 +275 5 —
☆TIP funds › ISHARES TR ADD — 0.0% -0.0% 0.4 3,494 +97 5 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.4 597 +597 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.4 1,309 -16 5 —
☆APH funds › AMPHENOL CORP ADD — 0.0% +0.0% 0.4 2,156 +348 2 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 0.4 739 +109 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.4 4,941 +0 5 —
☆IWP funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 2,540 -24 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION TRIM — 0.0% -0.0% 0.4 2,532 -174 5 —
☆GM funds › GENERAL MTRS CO ADD — 0.0% -0.0% 0.4 4,767 +123 5 —
☆CINF funds › CINCINNATI FINL CORP TRIM — 0.0% -0.0% 0.4 1,983 -81 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% -0.0% 0.4 1,960 -204 5 —
☆NET funds › CLOUDFLARE INC ADD — 0.0% -0.0% 0.4 1,467 +71 5 —
☆TGT funds › TARGET CORP ADD — 0.0% +0.0% 0.4 2,734 +685 2 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.4 4,931 +1,591 2 —
☆PBA funds › PEMBINA PIPELINE CORP ADD — 0.0% -0.0% 0.4 7,612 +120 5 —
☆SJM funds › SMUCKER J M CO TRIM — 0.0% -0.0% 0.4 3,126 -5 5 —
☆PL funds › PLANET LABS PBC TRIM — 0.0% -0.0% 0.4 10,610 -490 2 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 5,775 -710 4 —
☆ICSH funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 6,876 +0 3 —
☆CHD funds › CHURCH & DWIGHT CO INC ADD — 0.0% -0.0% 0.3 3,579 +57 2 —
☆IBHG funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 15,662 +0 3 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% -0.0% 0.3 3,376 +454 2 —
☆DHR funds › DANAHER CORP DEL ADD — 0.0% -0.0% 0.3 1,781 +41 5 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.3 7,085 +0 2 —
☆URI funds › UNITED RENTALS INC TRIM — 0.0% +0.0% 0.3 292 -11 5 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% -0.0% 0.3 1,216 +129 5 —
☆VSLU funds › ETF OPPORTUNITIES TRUST NEW — 0.0% +0.0% 0.3 7,093 +7,093 1 —
☆AMRZ funds › AMRIZE LTD TRIM — 0.0% -0.0% 0.3 6,095 -103 4 —
☆EBC funds › EASTERN BANKSHARES INC ADD — 0.0% -0.0% 0.3 14,510 +2 4 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR TRIM — 0.0% -0.0% 0.3 1,284 -80 5 —
☆CUSIP:464288109 funds › ISHARES TR ADD — 0.0% -0.0% 0.3 3,159 +83 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.3 1,724 +26 5 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.3 2,560 -240 5 —
☆WTW funds › WILLIS TOWERS WATSON PLC LTD ADD — 0.0% -0.0% 0.3 1,218 +102 5 —
☆IBHF funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 13,993 +0 3 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.3 8,712 +0 2 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 0.3 9,829 +379 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.3 9,131 +9,131 1 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.3 5,843 +790 2 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.0% -0.0% 0.3 920 -182 2 —
☆ROST funds › ROSS STORES INC TRIM — 0.0% -0.0% 0.3 1,444 -26 4 —
☆RIO funds › RIO TINTO PLC TRIM — 0.0% -0.0% 0.3 3,237 -243 3 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC ADD — 0.0% -0.0% 0.3 3,467 +74 2 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.0% -0.0% 0.3 6,748 +72 2 —
☆SHEL funds › SHELL PLC ADD — 0.0% -0.0% 0.3 3,904 +893 3 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 0.3 4,856 -13 5 —
☆HSBC funds › HSBC HLDGS PLC ADD — 0.0% -0.0% 0.3 3,141 +364 2 —
☆IDXX funds › IDEXX LABS INC TRIM — 0.0% -0.0% 0.3 565 -5 5 —
☆SCHJ funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.3 11,981 +18 5 —
☆DOV funds › DOVER CORP TRIM — 0.0% -0.0% 0.3 1,312 -5 5 —
☆IJK funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 2,469 -936 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.3 2,946 +2,946 1 —
☆EMGF funds › ISHARES INC HOLD — 0.0% -0.0% 0.3 3,941 +0 5 —
☆AXON funds › AXON ENTERPRISE INC TRIM — 0.0% -0.0% 0.3 512 -91 5 —
☆FPE funds › FIRST TR EXCH TRADED FD III NEW — 0.0% +0.0% 0.3 16,048 +16,048 1 —
☆UPRO funds › PROSHARES TR TRIM — 0.0% -0.0% 0.3 2,016 -765 5 —
☆NVO funds › NOVO-NORDISK A S NEW — 0.0% +0.0% 0.3 5,962 +5,962 1 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% -0.0% 0.3 11,450 +2,745 5 —
☆FELG funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.3 6,499 +0 2 —
☆IGRO funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 3,218 +0 5 —
☆NKE funds › NIKE INC ADD — 0.0% -0.0% 0.3 6,768 +1,289 5 —
☆OCTT funds › AIM ETF PRODUCTS TRUST HOLD — 0.0% -0.0% 0.3 5,941 +0 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% -0.0% 0.3 2,964 +732 2 —
☆CARR funds › CARRIER GLOBAL CORPORATION NEW — 0.0% +0.0% 0.3 3,668 +3,668 1 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.3 10,958 -2,095 5 —
☆TOST funds › TOAST INC ADD — 0.0% -0.0% 0.3 9,607 +10 5 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY HOLD — 0.0% -0.0% 0.3 7,567 +0 5 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.3 4,744 +2,372 2 —
☆KKR funds › KKR & CO INC TRIM — 0.0% -0.0% 0.3 2,895 -12 5 —
☆IDV funds › ISHARES TR ADD — 0.0% -0.0% 0.3 6,410 +12 5 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.0% 0.3 1,287 -137 5 —
☆BHP funds › BHP BILLITON LIMITED NEW — 0.0% +0.0% 0.3 3,158 +3,158 1 —
☆NBB funds › NUVEEN TAXABLE MUNICPAL INM HOLD — 0.0% -0.0% 0.3 16,594 +0 5 —
☆CRWV funds › COREWEAVE INC NEW — 0.0% +0.0% 0.3 2,626 +2,626 1 —
☆BP funds › BP PLC ADD — 0.0% -0.0% 0.3 6,963 +1,345 3 —
☆USB funds › US BANCORP TRIM — 0.0% -0.0% 0.3 4,240 -4 3 —
☆IONQ funds › IONQ INC NEW — 0.0% +0.0% 0.3 4,782 +4,782 1 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.3 3,268 +10 5 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW TRIM — 0.0% -0.0% 0.3 1,930 -76 5 —
☆FMDE funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.3 6,236 +0 2 —
☆NUV funds › NUVEEN MUN VALUE FD INC HOLD — 0.0% -0.0% 0.3 27,370 +0 5 —
☆MSCI funds › MSCI INC TRIM — 0.0% -0.0% 0.3 450 -4 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.3 5,174 +0 2 —
☆AVDV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.2 2,423 +2,423 1 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.2 4,782 -17 2 —
☆WULF funds › TERAWULF INC NEW — 0.0% +0.0% 0.2 10,000 +10,000 1 —
☆TRV funds › TRAVELERS COMPANIES INC TRIM — 0.0% -0.0% 0.2 748 -57 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% -0.0% 0.2 955 +108 2 —
☆CRH funds › CRH PLC NEW — 0.0% +0.0% 0.2 2,275 +2,275 1 —
☆GLUE funds › MONTE ROSA THERAPEUTICS INC HOLD — 0.0% +0.0% 0.2 10,000 +0 3 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.2 5,402 -5,974 4 —
☆VFH funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.2 1,830 -29 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.2 6,188 +6,188 1 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.0% -0.0% 0.2 1,282 +60 2 —
☆FINS funds › ANGEL OAK FINL STRATEGIES IN HOLD — 0.0% -0.0% 0.2 18,700 +0 2 —
☆QDF funds › FLEXSHARES TR HOLD — 0.0% -0.0% 0.2 2,660 +0 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 0.2 2,552 -358 4 —
☆AMSC funds › AMERICAN SUPERCONDUCTOR CORP NEW — 0.0% +0.0% 0.2 5,730 +5,730 1 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I NEW — 0.0% +0.0% 0.2 810 +810 1 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 0.2 1,424 -257 5 —
☆ASX funds › ASE TECHNOLOGY HLDG CO LTD NEW — 0.0% +0.0% 0.2 5,258 +5,258 1 —
☆WELL funds › WELLTOWER INC NEW — 0.0% +0.0% 0.2 1,039 +1,039 1 —
☆GRMN funds › GARMIN LTD ADD — 0.0% -0.0% 0.2 990 +19 2 —
☆TD funds › TORONTO DOMINION BK ONT NEW — 0.0% +0.0% 0.2 1,933 +1,933 1 —
☆EWC funds › ISHARES INC ADD — 0.0% -0.0% 0.2 4,066 +33 4 —
☆Q funds › QNITY ELECTRONICS INC NEW — 0.0% +0.0% 0.2 1,435 +1,435 1 —
☆COIN funds › COINBASE GLOBAL INC TRIM — 0.0% -0.0% 0.2 1,593 -1,003 5 —
☆MTD funds › METTLER TOLEDO INTERNATIONAL TRIM — 0.0% -0.0% 0.2 181 -77 5 —
☆PZA funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.2 9,819 -125 2 —
☆MGC funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 840 +840 1 —
☆UL funds › UNILEVER PLC TRIM — 0.0% -0.0% 0.2 3,822 -234 3 —
☆MNST funds › MONSTER BEVERAGE CORP NEW NEW — 0.0% +0.0% 0.2 2,375 +2,375 1 —
☆GSK funds › GSK PLC ADD — 0.0% -0.0% 0.2 4,342 +582 2 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO NEW — 0.0% +0.0% 0.2 11,437 +11,437 1 —
☆FDS funds › FACTSET RESH SYS INC TRIM — 0.0% -0.0% 0.2 986 -244 5 —
☆CAIE funds › CALAMOS ETF TR HOLD — 0.0% -0.0% 0.2 8,283 +0 2 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.0% +0.0% 0.2 2,225 +2,225 1 —
☆UMC funds › UNITED MICROELECTRONICS CORP NEW — 0.0% +0.0% 0.2 8,180 +8,180 1 —
☆BABA funds › ALIBABA GROUP HLDG LTD ADD — 0.0% -0.0% 0.2 2,318 +99 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.2 628 -37 3 —
☆DLN funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.2 2,309 +2,309 1 —
☆IBDT funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 8,776 +0 3 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.2 8,357 -500 2 —
☆ENTG funds › ENTEGRIS INC NEW — 0.0% +0.0% 0.2 1,226 +1,226 1 —
☆VBR funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 904 +904 1 —
☆ULTA funds › ULTA BEAUTY INC TRIM — 0.0% -0.0% 0.2 487 -59 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.2 2,890 +2,890 1 —
☆SAN funds › BANCO SANTANDER SA TRIM — 0.0% -0.0% 0.2 15,866 -192 4 —
☆EMB funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,250 -516 5 —
☆IJT funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,211 -871 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.0% -0.0% 0.2 1,755 +185 2 —
☆FELC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.2 5,143 +5,143 1 —
☆VGT funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 1,794 +1,794 1 —
☆TFC funds › TRUIST FINL CORP NEW — 0.0% +0.0% 0.2 4,292 +4,292 1 —
☆VOT funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 696 +696 1 —
☆DFGR funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.2 7,324 +7,324 1 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC NEW — 0.0% +0.0% 0.2 639 +639 1 —
☆SNA funds › SNAP ON INC NEW — 0.0% +0.0% 0.2 518 +518 1 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% -0.0% 0.2 869 +38 2 —
☆KMB funds › KIMBERLY-CLARK CORP NEW — 0.0% +0.0% 0.2 1,891 +1,891 1 —
☆SLB funds › SLB LIMITED ADD — 0.0% -0.0% 0.2 4,461 +64 2 —
☆CFG funds › CITIZENS FINL GROUP INC NEW — 0.0% +0.0% 0.2 2,955 +2,955 1 —
☆GWW funds › WW GRAINGER INC NEW — 0.0% +0.0% 0.2 152 +152 1 —
☆AROC funds › ARCHROCK INC NEW — 0.0% +0.0% 0.2 5,052 +5,052 1 —
☆STNC funds › HENNESSY FDS TR NEW — 0.0% +0.0% 0.2 5,335 +5,335 1 —
☆IREN funds › IREN LIMITED NEW — 0.0% +0.0% 0.2 4,485 +4,485 1 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.0% -0.0% 0.2 445 -11 2 —
☆XYZ funds › BLOCK INC NEW — 0.0% +0.0% 0.2 2,683 +2,683 1 —
☆HIMU funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.2 4,066 +4,066 1 —
☆SHY funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,457 -609 5 —
☆SYF funds › SYNCHRONY FINANCIAL NEW — 0.0% +0.0% 0.2 2,648 +2,648 1 —
☆ILMN funds › ILLUMINA INC NEW — 0.0% +0.0% 0.2 1,138 +1,138 1 —
☆HWM funds › HOWMET AEROSPACE INC NEW — 0.0% +0.0% 0.2 744 +744 1 —
☆TE funds › T1 ENERGY INC TRIM — 0.0% +0.0% 0.2 19,655 -1,770 3 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC ADD — 0.0% +0.0% 0.2 18,824 +5,539 2 —
☆IBRX funds › IMMUNITYBIO INC ADD — 0.0% +0.0% 0.2 20,212 +10,000 2 —
☆NMR funds › NOMURA HLDGS INC ADD — 0.0% -0.0% 0.1 14,722 +888 3 —
☆AEG funds › AEGON LTD NEW — 0.0% +0.0% 0.1 10,571 +10,571 1 —
☆HELP funds › CYBIN INC HOLD — 0.0% -0.0% 0.1 10,290 +0 2 —
☆SOC funds › SABLE OFFSHORE CORP HOLD — 0.0% -0.0% 0.1 18,188 +0 5 —
☆WIT funds › WIPRO LTD ADD — 0.0% +0.0% 0.1 23,300 +6,355 5 —
☆ELTX funds › ELICIO THERAPEUTICS INC HOLD — 0.0% -0.0% 0.0 10,000 +0 5 —
☆SLQT funds › SELECTQUOTE INC HOLD — 0.0% -0.0% 0.0 28,480 +0 5 —
☆INO funds › INOVIO PHARMACEUTICALS INC HOLD — 0.0% -0.0% 0.0 12,559 +0 3 —
☆CUSIP:372446302 funds › GENPREX INC HOLD — 0.0% -0.0% 0.0 20,000 +0 2 —
☆GTBP funds › GT BIOPHARMA INC NEW — 0.0% +0.0% 0.0 11,000 +11,000 1 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.4% 0.0 0 -16,173 0 —
☆TLT funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,735 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 1,157 498 0.21 24% 0.011 0.170 — in
2026Q1 823 442 0.10 23% 0.010 0.305 — in
2025Q4 826 413 0.06 24% 0.011 0.352 — in
2025Q3 796 405 0.08 25% 0.011 0.323 — in
2025Q2 718 388 0.10 24% 0.011 0.308 — entered
2025Q1 658 386 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