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☆XY Planning Network, Inc.

CIK 0001873438 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.270
AUM ($M)
797
Positions
340
Turnover
0.15
Top-10 wt
30%
Herfindahl
0.015
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 358 positions · portfolio value $797M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 5.4% -0.5% 43.3 975,919 +25,757 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 5.2% -0.3% 41.1 111,109 +5,523 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 4.2% -0.3% 33.5 48,815 +2,271 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 3.2% +0.4% 25.9 363,090 +87,347 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 2.6% -0.3% 20.4 547,885 +45,626 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.3% -0.5% 18.2 220,232 +10,555 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.9% +0.7% 15.4 178,651 +161,447 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 1.9% +0.1% 15.0 310,169 +76,192 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 1.8% -0.3% 14.6 345,812 +36,401 5 —
☆MUNI funds › PIMCO ETF TR ADD — 1.5% -0.3% 12.3 234,381 +17,396 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 1.5% -0.2% 12.1 141,044 +5,499 5 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 1.5% -0.2% 11.8 174,104 -5,170 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 1.4% +0.9% 11.5 52,971 +35,646 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 1.4% -0.1% 11.1 14,805 +152 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 1.4% -0.0% 11.0 269,500 +16,102 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 1.4% -0.1% 10.8 374,316 +28,115 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 1.3% +0.6% 10.6 120,473 +61,604 3 —
☆IVV funds › ISHARES TR ADD — 1.3% +0.1% 10.6 14,106 +2,085 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 1.3% +0.0% 10.3 126,210 +13,139 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 1.3% +0.1% 10.3 91,449 +20,010 5 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST ADD — 1.2% -0.0% 9.8 119,331 +13,112 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.2% -0.2% 9.7 163,066 -3,188 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 1.2% -0.1% 9.5 188,498 +30,784 5 —
☆SGOV funds › ISHARES TR ADD — 1.1% +0.3% 8.5 84,102 +34,852 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 1.0% -0.1% 8.3 80,955 +12,642 5 —
☆VCRB funds › VANGUARD MALVERN FDS NEW — 0.9% +0.9% 7.3 94,460 +94,460 1 —
☆SPTI funds › SPDR SERIES TRUST ADD — 0.9% -0.1% 7.2 251,997 +24,574 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.8% -0.1% 6.7 116,659 -696 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.8% -0.1% 6.6 171,402 +2,389 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.8% -0.2% 6.1 30,640 -5,331 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.7% -0.2% 5.9 100,823 +4,251 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.7% -0.1% 5.7 71,619 +5,144 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.7% +0.2% 5.5 56,733 +19,758 5 —
☆AAPL funds › APPLE INC TRIM — 0.7% -0.3% 5.4 18,613 -5,553 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.7% -0.1% 5.4 34,309 -1,645 5 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 0.7% +0.2% 5.3 41,375 +18,068 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.7% -0.1% 5.3 77,229 -228 3 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.6% 5.0 104,472 +99,264 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.6% -0.1% 4.9 212,609 +6,705 3 —
☆IVW funds › ISHARES TR ADD — 0.6% +0.0% 4.8 35,035 +4,663 3 —
☆AESR funds › HORIZON FDS NEW — 0.6% +0.6% 4.8 231,039 +231,039 1 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.6% +0.3% 4.5 109,068 +68,916 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST ADD — 0.6% -0.1% 4.4 120,482 +6,281 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.6% -0.1% 4.4 48,694 -1,853 3 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.5% +0.0% 4.4 36,564 +2,306 3 —
☆IUSB funds › ISHARES TR ADD — 0.5% +0.1% 4.0 87,081 +38,734 3 —
☆IVE funds › ISHARES TR TRIM — 0.5% -0.2% 3.9 17,182 -2,202 5 —
☆REET funds › ISHARES TR TRIM — 0.5% -0.1% 3.7 133,840 -2,341 5 —
☆UYLD funds › ANGEL OAK FUNDS TRUST ADD — 0.4% -0.1% 3.5 68,260 +4,634 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.4% +0.4% 3.5 4,559 +4,559 1 —
☆DXJ funds › WISDOMTREE TR ADD — 0.4% -0.1% 3.5 19,946 +25 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.0% 3.4 27,600 +4,663 5 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.4% -0.1% 3.4 68,626 +3,891 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST TRIM — 0.4% -0.1% 3.3 79,964 -1,313 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.4% -0.1% 3.3 72,939 +2,874 3 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 3.3 119,333 +5,469 5 —
☆FLOT funds › ISHARES TR ADD — 0.4% +0.0% 3.3 63,859 +14,879 3 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.4% +0.3% 3.2 41,386 +34,482 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.0% 3.2 45,877 +1,544 5 —
☆NUBD funds › NUSHARES ETF TR NEW — 0.4% +0.4% 3.2 143,312 +143,312 1 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.4% +0.3% 3.1 75,964 +63,609 3 —
☆EMXC funds › ISHARES INC TRIM — 0.4% -0.0% 3.0 29,233 -1,767 5 —
☆GOOG funds › ALPHABET INC ADD — 0.4% +0.1% 2.9 8,309 +2,394 5 —
☆ACWX funds › ISHARES TR ADD — 0.4% +0.1% 2.9 38,452 +14,056 2 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.4% +0.1% 2.9 79,602 +21,181 2 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.1% 2.9 91,174 +5,907 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.4% +0.0% 2.8 3,830 +121 5 —
☆IWV funds › ISHARES TR TRIM — 0.4% -0.0% 2.8 6,565 -142 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD NEW — 0.3% +0.3% 2.8 20,812 +20,812 1 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.3% +0.3% 2.7 11,169 +8,733 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.3% +0.2% 2.7 7,312 +4,604 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.3% +0.1% 2.7 7,126 +3,879 5 —
☆SCHO funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.1% 2.6 105,903 -784 3 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.1% 2.5 63,353 -219 5 —
☆MUB funds › ISHARES TR ADD — 0.3% +0.0% 2.5 23,205 +4,958 5 —
☆IUSV funds › ISHARES TR ADD — 0.3% -0.0% 2.5 22,487 +499 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.3% +0.0% 2.4 46,018 -6,055 3 —
☆ITOT funds › ISHARES TR TRIM — 0.3% -0.0% 2.4 14,636 -209 5 —
☆BOXX funds › EA SERIES TRUST ADD — 0.3% -0.1% 2.4 20,258 +113 5 —
☆EUSA funds › ISHARES INC ADD — 0.3% -0.0% 2.3 20,498 +600 3 —
☆ESGE funds › ISHARES INC TRIM — 0.3% -0.0% 2.3 41,579 -2,217 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 2.2 43,572 +14,549 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.1% 2.2 26,636 +10,058 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.1% 2.2 41,643 +12,685 5 —
☆CME funds › CME GROUP INC TRIM — 0.3% -0.2% 2.1 9,715 -576 5 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.3% -0.1% 2.1 20,299 -928 5 —
☆DFSU funds › DIMENSIONAL ETF TRUST TRIM — 0.3% -0.0% 2.1 45,088 -2,115 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 2.1 43,086 +10,380 5 —
☆ISTB funds › ISHARES TR ADD — 0.3% +0.0% 2.1 42,588 +10,424 3 —
☆DFGP funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.1% 2.0 37,557 +543 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.3% -0.0% 2.0 8,438 +408 5 —
☆AFIF funds › HORIZON FDS NEW — 0.2% +0.2% 2.0 208,586 +208,586 1 —
☆USMV funds › ISHARES TR TRIM — 0.2% -0.1% 1.9 19,935 -2,071 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.0% 1.9 11,669 +236 3 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.2% +0.2% 1.9 25,405 +22,373 5 —
☆IJH funds › ISHARES TR ADD — 0.2% -0.0% 1.9 24,175 +1,081 5 —
☆IJR funds › ISHARES TR ADD — 0.2% -0.0% 1.8 12,313 +161 5 —
☆AVGO funds › BROADCOM INC ADD — 0.2% +0.0% 1.8 4,764 +433 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.2% -0.0% 1.8 32,284 -681 5 —
☆ACWV funds › ISHARES INC TRIM — 0.2% -0.1% 1.8 14,751 -417 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.0% 1.8 48,907 +564 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.2% +0.2% 1.7 34,626 +26,765 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.1% 1.7 14,203 +12,932 5 —
☆DFIP funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 1.7 40,592 +10,373 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.2% -0.0% 1.6 4,512 -433 5 —
☆CUSIP:97717X594 funds › WISDOMTREE TR TRIM — 0.2% -0.1% 1.6 30,335 -2,907 3 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.0% 1.6 6,234 +81 5 —
☆SUSB funds › ISHARES TR NEW — 0.2% +0.2% 1.6 62,437 +62,437 1 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.1% 1.5 3,030 -141 5 —
☆HIDE funds › EA SERIES TRUST ADD — 0.2% -0.0% 1.5 63,275 +6,704 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.1% 1.4 31,798 +18,397 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 1.4 26,346 +7,408 3 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% -0.0% 1.4 30,236 +6,336 5 —
☆SPGM funds › SPDR INDEX SHS FDS HOLD — 0.2% -0.0% 1.4 16,195 +0 3 —
☆VPLS funds › VANGUARD MALVERN FDS ADD — 0.2% -0.0% 1.4 17,696 +794 5 —
☆MBB funds › ISHARES TR ADD — 0.2% -0.0% 1.4 14,337 +1,577 3 —
☆SUB funds › ISHARES TR ADD — 0.2% +0.0% 1.4 12,703 +4,806 5 —
☆GOVT funds › ISHARES TR ADD — 0.2% +0.0% 1.3 58,933 +22,772 2 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.2% -0.1% 1.3 30,644 -11,518 3 —
☆WMT funds › WALMART INC ADD — 0.2% -0.0% 1.3 11,564 +2,885 3 —
☆SHLD funds › GLOBAL X FDS ADD — 0.2% +0.0% 1.3 21,499 +11,438 3 —
☆QMOM funds › EA SERIES TRUST TRIM — 0.2% -0.0% 1.3 16,137 -2,584 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% -0.0% 1.3 5,967 +1 5 —
☆USHY funds › ISHARES TR ADD — 0.2% -0.0% 1.3 33,791 +608 3 —
☆QVAL funds › EA SERIES TRUST TRIM — 0.2% -0.1% 1.2 21,920 -2,925 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% +0.0% 1.2 24,019 +6,928 3 —
☆USFR funds › WISDOMTREE TR ADD — 0.1% -0.0% 1.2 23,617 +304 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 1.2 22,882 +5,702 5 —
☆IEFA funds › ISHARES TR ADD — 0.1% -0.0% 1.2 12,265 +2,051 5 —
☆XTEN funds › BONDBLOXX ETF TRUST TRIM — 0.1% -0.1% 1.2 25,845 -11,467 3 —
☆ESGD funds › ISHARES TR ADD — 0.1% -0.0% 1.1 11,176 +518 5 —
☆IEMG funds › ISHARES INC ADD — 0.1% +0.0% 1.1 13,665 +2,336 3 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% -0.0% 1.1 1,061 -195 5 —
☆XSOE funds › WISDOMTREE TR ADD — 0.1% +0.0% 1.1 22,844 +1,785 3 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.1% +0.1% 1.1 39,817 +39,817 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 1.1 8,053 +849 5 —
☆FLMI funds › FRANKLIN TEMPLETON ETF TR NEW — 0.1% +0.1% 1.1 43,649 +43,649 1 —
☆MDYG funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 1.1 9,743 +760 5 —
☆NTSX funds › WISDOMTREE TR ADD — 0.1% -0.0% 1.1 18,033 +518 2 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 1.1 6,659 +1,614 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 1.1 11,478 +3,703 5 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.1% -0.1% 1.0 13,183 -3,310 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 1.0 6,564 +1,035 5 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 1.0 51,115 +1,869 5 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 1.0 52,719 +1,953 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 1.0 52,586 +1,950 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 1.0 5,159 +36 5 —
☆IBDT funds › ISHARES TR NEW — 0.1% +0.1% 1.0 38,881 +38,881 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 1.0 17,343 +1,252 3 —
☆NULV funds › NUSHARES ETF TR ADD — 0.1% -0.0% 1.0 19,251 +177 5 —
☆ESGU funds › ISHARES TR ADD — 0.1% -0.0% 1.0 5,834 +224 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.1% -0.0% 0.9 2,808 +349 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.1% +0.1% 0.9 2,184 +1,412 5 —
☆SMMV funds › ISHARES TR ADD — 0.1% -0.0% 0.9 19,680 +79 3 —
☆CBOE funds › CBOE GLOBAL MKTS INC TRIM — 0.1% -0.1% 0.9 3,692 -362 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 0.9 35,557 +8,144 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% -0.0% 0.9 6,905 +397 3 —
☆IWD funds › ISHARES TR HOLD — 0.1% -0.0% 0.9 3,544 +0 2 —
☆SPTS funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.8 28,884 +536 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% -0.0% 0.8 11,610 +747 3 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.8 2,421 +2 5 —
☆GUMI funds › GOLDMAN SACHS ETF TR NEW — 0.1% +0.1% 0.8 16,471 +16,471 1 —
☆META funds › META PLATFORMS INC ADD — 0.1% +0.0% 0.8 1,456 +582 5 —
☆QGRW funds › WISDOMTREE TR ADD — 0.1% +0.0% 0.8 12,358 +883 2 —
☆SHY funds › ISHARES TR HOLD — 0.1% -0.0% 0.8 9,862 +0 3 —
☆PYLD funds › PIMCO ETF TR HOLD — 0.1% -0.0% 0.8 28,999 +0 2 —
☆V funds › VISA INC ADD — 0.1% -0.0% 0.8 2,195 +9 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.7 1 +0 3 —
☆CAOS funds › EA SERIES TRUST ADD — 0.1% -0.0% 0.7 8,045 +706 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 0.7 3,955 +191 3 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 0.7 1,670 +761 5 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.1% +0.1% 0.7 13,776 +13,776 1 —
☆FRDM funds › EA SERIES TRUST ADD — 0.1% +0.0% 0.7 9,441 +168 5 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 0.7 10,433 +4,246 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.7 592 +592 1 —
☆VONG funds › VANGUARD SCOTTSDALE FDS NEW — 0.1% +0.1% 0.7 5,321 +5,321 1 —
☆PTLC funds › PACER FDS TR HOLD — 0.1% -0.0% 0.7 11,574 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F NEW — 0.1% +0.1% 0.7 8,046 +8,046 1 —
☆DFSE funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.7 13,537 +8,105 3 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.7 12,931 +12,931 1 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.7 19,255 +4,172 3 —
☆DGRO funds › ISHARES TR NEW — 0.1% +0.1% 0.6 8,487 +8,487 1 —
☆BOND funds › PIMCO ETF TR ADD — 0.1% -0.0% 0.6 6,889 +486 3 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.0% 0.6 1,424 +376 2 —
☆IYW funds › ISHARES TR ADD — 0.1% +0.0% 0.6 2,446 +1,009 5 —
☆RLY funds › SSGA ACTIVE ETF TR TRIM — 0.1% -0.0% 0.6 17,600 -110 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.6 3,640 +770 2 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.6 4,088 +378 5 —
☆IMOM funds › EA SERIES TRUST TRIM — 0.1% -0.0% 0.6 13,638 -1,976 5 —
☆MTUM funds › ISHARES TR ADD — 0.1% +0.0% 0.6 1,721 +431 3 —
☆HD funds › HOME DEPOT INC ADD — 0.1% -0.0% 0.6 1,646 +33 5 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 0.6 30,896 +203 3 —
☆DFAR funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.6 21,770 +21,770 1 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.6 5,884 +1,566 3 —
☆FDVV funds › FIDELITY COVINGTON TRUST NEW — 0.1% +0.1% 0.6 9,401 +9,401 1 —
☆BGRN funds › ISHARES TR TRIM — 0.1% -0.0% 0.6 11,839 -1,227 5 —
☆SCHG funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.6 16,427 +16,427 1 —
☆VSGX funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.6 6,724 +6,724 1 —
☆IVAL funds › EA SERIES TRUST TRIM — 0.1% -0.0% 0.5 16,060 -2,109 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 0.5 455 +171 3 —
☆NEAR funds › ISHARES U S ETF TR HOLD — 0.1% -0.0% 0.5 10,768 +0 3 —
☆XT funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 6,538 +0 2 —
☆SPYV funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.5 8,691 +8,691 1 —
☆IEF funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 5,562 -837 3 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% -0.0% 0.5 6,252 +673 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.5 1,686 +351 3 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.1% 0.5 9,758 -13,406 3 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.1% +0.0% 0.5 2,145 +394 5 —
☆CLSE funds › TRUST FOR PROFESSIONAL MANAG NEW — 0.1% +0.1% 0.5 14,855 +14,855 1 —
☆IBDU funds › ISHARES TR NEW — 0.1% +0.1% 0.5 21,882 +21,882 1 —
☆WTV funds › WISDOMTREE TR ADD — 0.1% -0.0% 0.5 4,961 +307 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.5 10,202 +10,202 1 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 0.5 2,357 +297 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.5 13,880 +13,880 1 —
☆GDE funds › WISDOMTREE TR ADD — 0.1% -0.0% 0.5 7,908 +68 3 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.5 5,809 +969 3 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 0.5 10,227 +5,098 2 —
☆QUAL funds › ISHARES TR TRIM — 0.1% -0.3% 0.5 2,173 -9,527 3 —
☆BKIE funds › BNY MELLON ETF TRUST NEW — 0.1% +0.1% 0.5 4,730 +4,730 1 —
☆DE funds › DEERE & CO ADD — 0.1% -0.0% 0.5 748 +36 2 —
☆SCHH funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.5 19,186 +939 3 —
☆IWB funds › ISHARES TR HOLD — 0.1% -0.0% 0.4 1,074 +0 5 —
☆IWP funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 2,987 -36 5 —
☆IWS funds › ISHARES TR ADD — 0.1% -0.0% 0.4 2,646 +44 3 —
☆IDV funds › ISHARES TR ADD — 0.1% -0.0% 0.4 10,456 +709 5 —
☆HYMB funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 0.4 16,933 +8,361 3 —
☆EFA funds › ISHARES TR ADD — 0.1% +0.0% 0.4 4,075 +775 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 0.4 2,868 +190 5 —
☆IBTK funds › ISHARES TR NEW — 0.1% +0.1% 0.4 21,407 +21,407 1 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.1% 0.4 443 -222 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 0.4 1,526 +34 3 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 0.4 6,964 +47 3 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.4 7,578 +7,578 1 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 0.4 5,267 +2,257 3 —
☆SPDW funds › SPDR INDEX SHS FDS NEW — 0.1% +0.1% 0.4 7,999 +7,999 1 —
☆EFG funds › ISHARES TR ADD — 0.1% +0.0% 0.4 3,224 +485 2 —
☆LQD funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,651 -6 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.4 4,913 +4,105 2 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.4 10,734 +849 5 —
☆EFV funds › ISHARES TR TRIM — 0.0% -0.4% 0.4 5,157 -31,102 3 —
☆KO funds › COCA COLA CO ADD — 0.0% +0.0% 0.4 4,850 +1,718 3 —
☆GCC funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.4 17,315 +0 3 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.4 7,722 +7,722 1 —
☆IBTL funds › ISHARES TR NEW — 0.0% +0.0% 0.4 18,964 +18,964 1 —
☆FTEC funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.4 1,339 +0 3 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.4 12,881 +12,881 1 —
☆GLD funds › SPDR GOLD TR TRIM — 0.0% -0.1% 0.4 1,029 -398 3 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.0% -0.0% 0.4 533 -1 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.4 751 +751 1 —
☆DGCB funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.4 6,823 +12 3 —
☆IBTJ funds › ISHARES TR NEW — 0.0% +0.0% 0.4 17,225 +17,225 1 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.0% -0.0% 0.4 1,099 +101 3 —
☆AGG funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 3,736 -391 3 —
☆DFSB funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.4 7,053 +0 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.4 7,962 +2,439 3 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 0.0% -0.0% 0.4 11,890 +1,057 2 —
☆SUSC funds › ISHARES TR ADD — 0.0% -0.0% 0.4 15,596 +1,218 3 —
☆SFLR funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.4 9,343 +9,343 1 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.4 3,963 +203 3 —
☆XLU funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.4 7,911 +339 2 —
☆DGRW funds › WISDOMTREE TR NEW — 0.0% +0.0% 0.4 3,730 +3,730 1 —
☆IBDV funds › ISHARES TR NEW — 0.0% +0.0% 0.4 16,357 +16,357 1 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.4 4,282 +1,517 5 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.0% -0.0% 0.4 7,042 -1,329 3 —
☆BBAG funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.4 7,732 +7,732 1 —
☆TGRW funds › T ROWE PRICE EXCHANGE-TRADED HOLD — 0.0% -0.0% 0.4 7,428 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.0% +0.0% 0.4 2,758 +524 2 —
☆CUSIP:02072Q358 funds › EA SERIES TRUST TRIM — 0.0% -0.0% 0.4 6,605 -1,896 3 —
☆AVIG funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.3 8,438 +8,438 1 —
☆ABBV funds › ABBVIE INC ADD — 0.0% -0.0% 0.3 1,384 +55 3 —
☆IMCG funds › ISHARES TR NEW — 0.0% +0.0% 0.3 3,503 +3,503 1 —
☆ACIO funds › ETF SER SOLUTIONS ADD — 0.0% -0.0% 0.3 7,425 +257 2 —
☆IWY funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 1,175 +0 5 —
☆CSCO funds › CISCO SYS INC NEW — 0.0% +0.0% 0.3 2,897 +2,897 1 —
☆AVDE funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.3 3,801 +3,801 1 —
☆DFEV funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.3 7,924 +7,924 1 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.3 6,273 +251 3 —
☆STOT funds › SSGA ACTIVE TR ADD — 0.0% -0.0% 0.3 7,094 +532 3 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.0% +0.0% 0.3 559 +559 1 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% -0.0% 0.3 19,487 +222 3 —
☆BSCV funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% -0.0% 0.3 19,767 +231 3 —
☆AVNM funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 0.3 3,928 +143 5 —
☆TXUE funds › THORNBURG ETF TR NEW — 0.0% +0.0% 0.3 9,318 +9,318 1 —
☆GSST funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.2% 0.3 6,300 -17,509 2 —
☆FNDF funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.3 5,845 +5,845 1 —
☆INTC funds › INTEL CORP NEW — 0.0% +0.0% 0.3 2,175 +2,175 1 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.3 4,931 +4,931 1 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS HOLD — 0.0% -0.0% 0.3 2,923 +0 3 —
☆DFLV funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.3 7,347 +7,347 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.0% +0.0% 0.3 606 +606 1 —
☆TFC funds › TRUIST FINL CORP NEW — 0.0% +0.0% 0.3 5,726 +5,726 1 —
☆IAU funds › ISHARES GOLD TR ADD — 0.0% -0.0% 0.3 3,740 +474 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.3 8,473 +1,719 5 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.3 3,831 +3,831 1 —
☆SPMB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.3 12,331 +0 2 —
☆IBTH funds › ISHARES TR NEW — 0.0% +0.0% 0.3 12,260 +12,260 1 —
☆GJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.3 6,257 -2,139 5 —
☆IDUB funds › ETF SER SOLUTIONS ADD — 0.0% -0.0% 0.3 9,849 +122 2 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% -0.0% 0.3 4,736 +111 3 —
☆VBIL funds › VANGUARD INSTL INDEX FD NEW — 0.0% +0.0% 0.3 3,490 +3,490 1 —
☆VXF funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.3 1,072 +1,072 1 —
☆SPHY funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.3 11,245 +11,245 1 —
☆ASML funds › ASML HLDG NV NEW — 0.0% +0.0% 0.3 132 +132 1 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.3 1,668 +1,668 1 —
☆MCK funds › MCKESSON CORP ADD — 0.0% -0.0% 0.3 334 +44 3 —
☆NANR funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 0.3 3,331 +53 3 —
☆MA funds › MASTERCARD INCORPORATED NEW — 0.0% +0.0% 0.3 489 +489 1 —
☆NYF funds › ISHARES TR NEW — 0.0% +0.0% 0.3 4,650 +4,650 1 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF NEW — 0.0% +0.0% 0.2 5,288 +5,288 1 —
☆VWOB funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 0.2 3,709 -193 3 —
☆HMOP funds › HARTFORD FDS EXCHANGE TRADED NEW — 0.0% +0.0% 0.2 6,276 +6,276 1 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.2 2,969 +2,969 1 —
☆TLH funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 2,386 -190 3 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE NEW — 0.0% +0.0% 0.2 4,837 +4,837 1 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.0% +0.0% 0.2 327 +327 1 —
☆IBTI funds › ISHARES TR NEW — 0.0% +0.0% 0.2 10,628 +10,628 1 —
☆ESML funds › ISHARES TR NEW — 0.0% +0.0% 0.2 4,182 +4,182 1 —
☆QCOM funds › QUALCOMM INC NEW — 0.0% +0.0% 0.2 1,254 +1,254 1 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% -0.0% 0.2 5,394 +624 2 —
☆AVGE funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.2 2,291 +2,291 1 —
☆BAC funds › BANK OF AMER CORP NEW — 0.0% +0.0% 0.2 3,978 +3,978 1 —
☆XEL funds › XCEL ENERGY INC ADD — 0.0% -0.0% 0.2 2,811 +126 2 —
☆MINT funds › PIMCO ETF TR ADD — 0.0% -0.0% 0.2 2,211 +204 2 —
☆LDUR funds › PIMCO ETF TR ADD — 0.0% -0.0% 0.2 2,325 +112 2 —
☆VOT funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.2 722 +722 1 —
☆BLV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.2 3,206 -119 2 —
☆URI funds › UNITED RENTALS INC NEW — 0.0% +0.0% 0.2 193 +193 1 —
☆VONV funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.2 2,049 +2,049 1 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN NEW — 0.0% +0.0% 0.2 1,155 +1,155 1 —
☆SCHE funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.2 5,918 +5,918 1 —
☆NOW funds › SERVICENOW INC NEW — 0.0% +0.0% 0.2 2,160 +2,160 1 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.2 698 +698 1 —
☆OSCV funds › ETF SER SOLUTIONS NEW — 0.0% +0.0% 0.2 4,990 +4,990 1 —
☆INFL funds › LISTED FDS TR NEW — 0.0% +0.0% 0.2 4,190 +4,190 1 —
☆RTX funds › RTX CORPORATION NEW — 0.0% +0.0% 0.2 1,100 +1,100 1 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.2 8,042 +8,042 1 —
☆IAGG funds › ISHARES TR TRIM — 0.0% -0.1% 0.2 4,100 -14,281 3 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.0% +0.0% 0.2 205 +205 1 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.2 1,212 +1,212 1 —
☆GD funds › GENERAL DYNAMICS CORP NEW — 0.0% +0.0% 0.2 576 +576 1 —
☆VCEB funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -7,944 0 —
☆CUSIP:90214Q766 funds › TWO RDS SHARED TR EXIT — 0.0% -0.3% 0.0 0 -213,770 0 —
☆BP funds › BP PLC EXIT — 0.0% -0.0% 0.0 0 -4,620 0 —
☆NFLX funds › NETFLIX INC. EXIT — 0.0% -0.0% 0.0 0 -2,100 0 —
☆TPSC funds › TIMOTHY PLAN EXIT — 0.0% -0.4% 0.0 0 -53,729 0 —
☆CUSIP:90214Q733 funds › TWO RDS SHARED TR EXIT — 0.0% -0.6% 0.0 0 -233,715 0 —
☆SLYV funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -3,204 0 —
☆TPIF funds › TIMOTHY PLAN EXIT — 0.0% -0.7% 0.0 0 -117,713 0 —
☆BALT funds › INNOVATOR ETFS TRUST EXIT — 0.0% -0.1% 0.0 0 -9,920 0 —
☆STIP funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -12,260 0 —
☆NUSC funds › NUSHARES ETF TR EXIT — 0.0% -0.4% 0.0 0 -50,553 0 —
☆BIBL funds › NORTHERN LTS FD TR IV EXIT — 0.0% -0.1% 0.0 0 -14,768 0 —
☆PWR funds › QUANTA SVCS INC EXIT — 0.0% -0.0% 0.0 0 -389 0 —
☆IGSB funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -18,119 0 —
☆WM funds › WASTE MGMT INC DEL EXIT — 0.0% -0.1% 0.0 0 -1,942 0 —
☆DMXF funds › ISHARES TR EXIT — 0.0% -0.3% 0.0 0 -24,815 0 —
☆PTL funds › NORTHERN LTS FD TR IV EXIT — 0.0% -0.5% 0.0 0 -12,652 0 —
☆NULG funds › NUSHARES ETF TR EXIT — 0.0% -0.3% 0.0 0 -18,684 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 797 340 0.15 30% 0.015 0.269 — in
2026Q1 626 273 0.07 32% 0.017 0.399 — in
2025Q4 574 248 0.26 33% 0.018 0.101 — in
2025Q3 294 173 0.00 34% 0.019 0.403 — in
2025Q2 294 173 0.30 34% 0.019 0.062 — entered
2025Q1 150 102 0.00 43% 0.028 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