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☆Wedmont Private Capital

CIK 0001904274 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.771
AUM ($M)
3,645
Positions
949
Turnover
0.07
Top-10 wt
44%
Herfindahl
0.027
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 983 positions (showing top 500 by weight) · portfolio value $3,645M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 10.3% -0.1% 374.3 5,272,522 +531,746 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 5.9% +0.8% 216.8 581,799 +106,524 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 5.9% -0.1% 213.9 3,571,670 +290,807 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 3.9% +0.0% 142.7 205,604 +11,536 5 —
☆IEFA funds › ISHARES TR ADD — 3.2% -0.4% 115.6 1,188,881 +30,629 5 —
☆VTC funds › VANGUARD SCOTTSDALE FDS ADD — 3.1% -0.3% 111.6 1,469,754 +113,469 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 3.0% +0.4% 109.1 2,167,958 +580,171 5 —
☆GOVT funds › ISHARES TR ADD — 2.9% -0.3% 105.5 4,672,099 +301,698 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 2.9% +0.2% 105.0 497,890 +45,357 5 —
☆AAPL funds › APPLE INC ADD — 2.6% +0.2% 95.2 301,877 +16,505 5 —
☆IEMG funds › ISHARES INC ADD — 2.0% -0.1% 73.0 897,981 +1,841 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.4% -0.1% 52.3 146,365 -1,979 5 —
☆MUB funds › ISHARES TR ADD — 1.4% -0.2% 51.1 477,489 +5,016 5 —
☆GOOG funds › ALPHABET INC TRIM — 1.3% -0.3% 48.7 137,306 -22,299 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.2% -0.0% 43.0 175,224 +5,821 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 1.1% -0.2% 39.3 101,962 -4,261 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 1.0% -0.1% 35.7 743,512 +61,086 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.9% -0.3% 33.4 263,251 -2,122 5 —
☆AVGO funds › BROADCOM INC ADD — 0.9% +0.0% 31.8 79,525 +2,896 5 —
☆META funds › META PLATFORMS INC TRIM — 0.8% -0.1% 30.4 45,383 -2,210 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.8% -0.0% 30.2 1,096,412 +59,690 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.8% -0.1% 27.5 177,618 -3,254 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.7% -0.0% 26.0 35,895 -1,086 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.7% +0.3% 25.7 301,098 +156,287 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.7% +0.2% 25.4 304,741 +115,152 5 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS ADD — 0.7% +0.0% 24.4 244,141 +49,518 5 —
☆TSLA funds › TESLA INC ADD — 0.6% +0.0% 22.8 56,016 +66 5 —
☆USHY funds › ISHARES TR ADD — 0.5% -0.0% 19.6 531,621 +48,872 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.5% -0.0% 19.4 39,346 +1,965 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.5% -0.0% 19.2 237,501 +178,385 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.5% +0.1% 19.1 16,064 +1,242 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% -0.0% 18.2 54,011 +3,424 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.5% -0.0% 18.0 60,211 +160 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.5% -0.0% 17.6 23,305 +1,013 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.5% +0.3% 16.8 17,183 +2,469 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 15.8 540,035 +20 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.4% +0.2% 15.7 28,201 +829 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.4% +0.0% 15.3 14,045 +298 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.4% -0.1% 14.0 138,786 +750 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.4% +0.1% 13.9 117,506 +104,297 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.4% -0.0% 13.6 130,165 +19,281 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.4% -0.0% 13.5 38,862 -118 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.4% -0.0% 13.4 154,312 +9,919 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.4% -0.0% 13.3 60,866 -231 5 —
☆IVV funds › ISHARES TR ADD — 0.4% +0.0% 12.9 17,078 +950 5 —
☆SCMB funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.1% 12.7 494,540 +391 5 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 0.3% -0.0% 12.2 94,887 +2,865 5 —
☆V funds › VISA INC ADD — 0.3% +0.1% 12.1 34,628 +8,094 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.3% +0.0% 11.9 96,086 +17,942 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% +0.0% 11.0 69,490 +10,331 5 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 10.8 43,731 +524 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.3% -0.1% 10.8 113,919 -13,789 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.3% -0.1% 10.3 74,295 +6,623 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 9.6 262,436 -2,131 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.3% +0.0% 9.5 10,012 +1,500 5 —
☆WMT funds › WALMART INC ADD — 0.3% -0.1% 9.2 80,835 +4,171 5 —
☆ORCL funds › ORACLE CORP ADD — 0.3% -0.1% 9.2 65,076 +53 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.2% -0.0% 8.8 34,052 -392 5 —
☆IDEV funds › ISHARES TR ADD — 0.2% -0.0% 8.6 95,637 +1,927 5 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.2% +0.1% 8.3 13,803 +397 5 —
☆IJH funds › ISHARES TR ADD — 0.2% -0.0% 8.3 109,841 +2,193 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 8.2 33,978 +1,009 5 —
☆CMF funds › ISHARES TR ADD — 0.2% -0.0% 8.1 142,052 +8 4 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% -0.1% 7.8 106,863 +221 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 7.7 87,738 +73,038 5 —
☆RVMD funds › REVOLUTION MEDICINES INC ADD — 0.2% +0.1% 7.5 40,281 +50 5 —
☆ITOT funds › ISHARES TR TRIM — 0.2% -0.0% 7.4 44,527 -1,816 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.1% 7.2 222,110 +121,591 5 —
☆SCHC funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 7.1 146,761 -4,310 5 —
☆SUB funds › ISHARES TR ADD — 0.2% +0.1% 7.0 65,948 +52,135 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 0.2% +0.1% 7.0 45,348 +22,385 5 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 6.9 19,322 +645 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.2% +0.0% 6.6 36,545 +4,547 5 —
☆IJR funds › ISHARES TR ADD — 0.2% +0.0% 6.6 45,473 +4,060 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% +0.0% 6.6 54,110 +2,651 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.2% +0.0% 6.5 69,313 +20,083 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.2% -0.0% 6.4 26,677 +1,170 5 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM — 0.2% -0.0% 6.4 70,581 -280 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.2% -0.1% 6.3 6,879 +80 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.0% 6.3 5,942 +137 5 —
☆NEM funds › NEWMONT CORP ADD — 0.2% -0.1% 6.2 65,274 +53 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.2% +0.0% 6.2 17,732 +247 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 5.9 11,212 +149 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% +0.1% 5.9 71,749 +48,969 5 —
☆KO funds › COCA COLA CO ADD — 0.2% -0.0% 5.8 69,092 +2,510 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.0% 5.6 13,166 +122 5 —
☆SNDK funds › SANDISK CORP ADD — 0.1% +0.1% 5.5 2,845 +348 3 —
☆IWM funds › ISHARES TR ADD — 0.1% +0.0% 5.3 17,876 +2,552 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.1% -0.0% 5.3 13,312 +355 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 5.2 32,269 +2,086 5 —
☆AVIV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 5.1 64,739 +23,817 5 —
☆NYF funds › ISHARES TR ADD — 0.1% +0.0% 5.1 94,537 +35,975 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 4.9 20,206 -916 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 4.7 20,136 +18,193 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 4.6 76,386 +4,368 5 —
☆IVW funds › ISHARES TR TRIM — 0.1% -0.0% 4.5 32,822 -220 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 4.5 24,453 +11 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 4.4 6 +0 5 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.1% +0.0% 4.4 23,703 +841 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% -0.0% 4.4 12,631 +459 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 4.3 21,855 +811 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% -0.0% 4.2 32,598 -179 5 —
☆DGRW funds › WISDOMTREE TR TRIM — 0.1% -0.0% 4.2 42,816 -25 5 —
☆APH funds › AMPHENOL CORP ADD — 0.1% +0.0% 4.1 26,048 +616 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 4.0 27,408 +457 5 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 4.0 13,161 +208 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 3.9 44,126 +1,085 5 —
☆APP funds › APPLOVIN CORP ADD — 0.1% +0.0% 3.9 7,624 +54 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 3.8 21,343 +248 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 3.8 64,284 -1,320 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.1% -0.0% 3.8 3,905 +22 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 3.7 124,933 -3,765 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.1% +0.0% 3.7 9,669 +159 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 3.7 106,492 +743 5 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 3.7 26,112 +803 5 —
☆RLI funds › RLI CORP NEW — 0.1% +0.1% 3.6 59,916 +59,916 1 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.0% 3.6 32,396 +3,750 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% -0.0% 3.6 12,349 -898 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 3.5 10,279 -1,293 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 3.5 28,290 +2,429 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.1% -0.0% 3.4 7,941 -752 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 3.4 76,679 +17 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% +0.0% 3.4 17,964 +13,440 5 —
☆VOE funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 3.3 16,537 -246 5 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.1% -0.0% 3.3 5,056 -8 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.1% +0.0% 3.3 13,789 +715 5 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 3.2 14,551 +125 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 3.2 55,448 +498 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 3.2 32,996 -6,608 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.1% +0.0% 3.2 9,833 +737 5 —
☆AMGN funds › AMGEN INC ADD — 0.1% -0.0% 3.1 8,666 +231 5 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.1% +0.0% 3.1 13,293 +5,603 5 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 3.1 46,577 +483 5 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 3.0 19,980 +422 5 —
☆IWV funds › ISHARES TR ADD — 0.1% -0.0% 2.9 6,843 +14 5 —
☆MAR funds › MARRIOTT INTL INC NEW TRIM — 0.1% -0.0% 2.9 7,787 -1,174 5 —
☆FTC funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.1% -0.0% 2.8 15,400 +0 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 2.8 35,554 +78 5 —
☆DGRO funds › ISHARES TR TRIM — 0.1% -0.0% 2.8 35,791 -1,448 5 —
☆HNGE funds › HINGE HEALTH INC TRIM — 0.1% -0.1% 2.8 30,978 -102,325 2 —
☆ETN funds › EATON CORP PLC ADD — 0.1% -0.0% 2.7 6,729 +157 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.1% +0.0% 2.7 9,217 +1,708 5 —
☆CPNG funds › COUPANG INC ADD — 0.1% +0.0% 2.6 139,669 +77,970 5 —
☆HWM funds › HOWMET AEROSPACE INC ADD — 0.1% -0.0% 2.6 9,624 +594 5 —
☆BLK funds › BLACKROCK INC ADD — 0.1% -0.0% 2.6 2,506 +47 5 —
☆BA funds › BOEING CO ADD — 0.1% -0.0% 2.6 11,599 +259 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.1% +0.0% 2.6 4,203 -79 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.0% 2.6 121,250 -6,608 5 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.1% -0.0% 2.6 10,172 -344 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 2.5 19,956 -475 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 2.5 23,465 -1,790 5 —
☆URI funds › UNITED RENTALS INC ADD — 0.1% +0.0% 2.5 2,298 +104 5 —
☆LIN funds › LINDE PLC ADD — 0.1% -0.0% 2.5 4,725 +469 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 2.5 18,588 +22 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.1% -0.0% 2.4 48,654 +9 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 2.4 21,470 +438 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.1% -0.0% 2.4 12,894 +175 5 —
☆KVUE funds › KENVUE INC ADD — 0.1% +0.0% 2.4 123,879 +25,030 5 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 2.3 15,220 +5,358 5 —
☆VTHR funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 2.3 7,023 +1,175 5 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.1% +0.0% 2.3 8,311 +610 5 —
☆WELL funds › WELLTOWER INC ADD — 0.1% +0.0% 2.3 9,931 +407 5 —
☆WDC funds › WESTERN DIGITAL CORP ADD — 0.1% +0.0% 2.3 3,941 +177 4 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM — 0.1% -0.0% 2.3 41,375 -182 3 —
☆COF funds › CAPITAL ONE FINL CORP TRIM — 0.1% -0.0% 2.3 11,261 -31 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP TRIM — 0.1% -0.0% 2.3 7,930 -89 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.1% -0.0% 2.2 4,147 +431 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 2.2 24,376 +3,745 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 2.2 10,424 +580 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 2.2 25,365 +4,962 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 2.2 11,701 +106 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 2.2 7,078 +610 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.2 62,711 +6,940 5 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.0% 2.2 5,378 -906 5 —
☆IAGG funds › ISHARES TR ADD — 0.1% +0.0% 2.2 43,494 +7,329 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% -0.0% 2.2 17,219 +1,015 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 2.2 23,000 -4,899 5 —
☆CHTR funds › CHARTER COMMUNICATIONS INC NEW — 0.1% +0.1% 2.2 16,519 +16,519 1 —
☆CVS funds › CVS HEALTH CORP ADD — 0.1% +0.0% 2.1 20,635 +1,535 5 —
☆BKNG funds › BOOKING HOLDINGS INC TRIM — 0.1% -0.0% 2.1 12,031 -1,284 5 —
☆HYMB funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 2.1 84,780 +263 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 2.1 19,508 +2,035 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.1% +0.0% 2.1 18,345 +0 5 —
☆MCK funds › MCKESSON CORP ADD — 0.1% -0.0% 2.1 2,556 +176 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 2.0 52,701 +14 5 —
☆EFA funds › ISHARES TR TRIM — 0.1% -0.0% 2.0 19,369 -999 5 —
☆SOXX funds › ISHARES TR ADD — 0.1% +0.0% 2.0 3,450 +496 3 —
☆CB funds › CHUBB LIMITED ADD — 0.1% -0.0% 2.0 5,743 +359 5 —
☆DE funds › DEERE & CO ADD — 0.1% -0.0% 2.0 3,393 +128 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.1% +0.0% 2.0 7,014 +464 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.0% 2.0 12,110 -5,292 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 1.9 6,518 +6,518 1 —
☆IWB funds › ISHARES TR ADD — 0.1% +0.0% 1.9 4,708 +672 5 —
☆BRO funds › BROWN & BROWN INC NEW — 0.1% +0.1% 1.9 28,730 +28,730 1 —
☆HYD funds › VANECK ETF TRUST ADD — 0.1% -0.0% 1.9 37,836 +200 5 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.1% -0.0% 1.9 18,745 -160 5 —
☆TSCO funds › TRACTOR SUPPLY CO ADD — 0.1% +0.0% 1.9 63,308 +55,235 5 —
☆DLN funds › WISDOMTREE TR HOLD — 0.1% -0.0% 1.9 19,616 +0 5 —
☆GLW funds › CORNING INC ADD — 0.1% +0.0% 1.9 9,961 +443 5 —
☆CTAS funds › CINTAS CORP ADD — 0.1% -0.0% 1.9 10,520 +253 5 —
☆ASML funds › ASML HLDG NV TRIM — 0.1% -0.0% 1.9 1,036 -176 5 —
☆SMLF funds › ISHARES TR HOLD — 0.1% -0.0% 1.9 21,170 +0 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.1% +0.0% 1.9 17,457 +1,467 5 —
☆INTU funds › INTUIT ADD — 0.1% +0.0% 1.8 6,696 +3,181 5 —
☆WMB funds › WILLIAMS COS INC TRIM — 0.1% -0.0% 1.8 24,512 -17 5 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.1% -0.0% 1.8 24,665 -1,668 5 —
☆PLNT funds › PLANET FITNESS MASTER ISSUER NEW — 0.1% +0.1% 1.8 35,790 +35,790 1 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.0% -0.0% 1.8 3,574 +84 5 —
☆RJF funds › RAYMOND JAMES FINL INC ADD — 0.0% +0.0% 1.8 10,764 +410 5 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.0% +0.0% 1.8 16,047 +637 5 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.0% -0.0% 1.8 19,377 +212 5 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 1.8 7,063 +1,140 5 —
☆SO funds › SOUTHERN CO ADD — 0.0% -0.0% 1.8 18,489 +576 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD NEW — 0.0% +0.0% 1.8 23,206 +23,206 1 —
☆BSVO funds › EA SERIES TRUST HOLD — 0.0% -0.0% 1.8 60,468 +0 3 —
☆IDXX funds › IDEXX LABS INC ADD — 0.0% -0.0% 1.7 3,086 +12 5 —
☆USB funds › US BANCORP ADD — 0.0% -0.0% 1.7 27,718 +698 5 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.0% +0.0% 1.7 3,951 +63 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.0% -0.0% 1.7 3,524 +141 5 —
☆NET funds › CLOUDFLARE INC TRIM — 0.0% +0.0% 1.7 6,372 -440 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.0% -0.0% 1.7 3,944 -439 5 —
☆AJG funds › GALLAGHER ARTHUR J & CO ADD — 0.0% +0.0% 1.7 6,696 +3,251 5 —
☆VBK funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 1.7 4,774 -403 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.0% -0.0% 1.7 17,514 +572 5 —
☆FAST funds › FASTENAL CO ADD — 0.0% -0.0% 1.7 35,658 +516 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW ADD — 0.0% -0.0% 1.7 7,560 +279 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC TRIM — 0.0% -0.0% 1.7 3,908 -168 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% +0.0% 1.6 22,967 +3,695 5 —
☆UNP funds › UNION PAC CORP ADD — 0.0% +0.0% 1.6 5,718 +343 5 —
☆EVLV funds › EVOLV TECHNOLOGIES HLDNGS IN NEW — 0.0% +0.0% 1.6 277,078 +277,078 1 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.6 29,363 -79 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.0% -0.0% 1.6 5,942 -2,706 5 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.0% -0.0% 1.6 3,383 +73 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 1.6 7,657 -1,178 5 —
☆MPWR funds › MONOLITHIC PWR SYS INC ADD — 0.0% -0.0% 1.6 1,194 +13 5 —
☆FTNT funds › FORTINET INC ADD — 0.0% +0.0% 1.6 10,215 +1,114 5 —
☆CIEN funds › CIENA CORP TRIM — 0.0% -0.0% 1.6 3,473 -55 5 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% -0.0% 1.6 11,679 +0 5 —
☆BRBR funds › BELLRING BRANDS INC NEW — 0.0% +0.0% 1.6 127,656 +127,656 1 —
☆PEP funds › PEPSICO INC ADD — 0.0% -0.0% 1.6 11,570 +372 5 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 1.6 4,984 +347 5 —
☆DAL funds › DELTA AIR LINES INC ADD — 0.0% +0.0% 1.6 18,146 +1,674 5 —
☆AU funds › ANGLOGOLD ASHANTI PLC ADD — 0.0% +0.0% 1.6 19,213 +8,656 4 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 1.6 12,717 +5,069 5 —
☆PNC funds › PNC FINL SVCS GROUP INC ADD — 0.0% +0.0% 1.6 6,213 +352 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 1.6 39,108 +120 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 1.6 28,039 -2,246 5 —
☆ALAB funds › ASTERA LABS INC ADD — 0.0% +0.0% 1.6 3,760 +1,277 4 —
☆MNST funds › MONSTER BEVERAGE CORP NEW ADD — 0.0% +0.0% 1.5 15,901 +1,258 5 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% +0.0% 1.5 26,825 +923 5 —
☆MKSI funds › MKS INC. ADD — 0.0% +0.0% 1.5 4,098 +239 5 —
☆COHR funds › COHERENT CORP ADD — 0.0% +0.0% 1.5 4,577 +157 5 —
☆ROST funds › ROSS STORES INC ADD — 0.0% -0.0% 1.5 6,608 +75 5 —
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 1.5 22,104 +0 5 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.0% +0.0% 1.5 3,101 +120 5 —
☆IWY funds › ISHARES TR ADD — 0.0% -0.0% 1.5 5,038 +1 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.0% -0.0% 1.5 34,629 +463 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 1.5 19,991 -1,385 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.0% -0.0% 1.5 10,182 +316 5 —
☆EMXC funds › ISHARES INC ADD — 0.0% +0.0% 1.4 14,713 +848 5 —
☆TMUS funds › T-MOBILE US INC ADD — 0.0% -0.0% 1.4 7,709 +404 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% -0.0% 1.4 2,759 +5 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 1.4 27,747 +25 5 —
☆IWR funds › ISHARES TR ADD — 0.0% +0.0% 1.4 13,043 +3,768 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 1.4 6,143 -92 5 —
☆SNPS funds › SYNOPSYS INC ADD — 0.0% -0.0% 1.4 3,194 +185 5 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.0% -0.0% 1.4 3,498 -117 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC ADD — 0.0% -0.0% 1.4 16,279 +426 5 —
☆NSC funds › NORFOLK SOUTHN CORP ADD — 0.0% -0.0% 1.4 4,279 +178 5 —
☆SSRM funds › SSR MINING IN HOLD — 0.0% -0.0% 1.4 48,954 +0 5 —
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 1.4 11,215 +8,472 5 —
☆BKR funds › BAKER HUGHES COMPANY ADD — 0.0% -0.0% 1.4 23,978 +2,111 5 —
☆IWD funds › ISHARES TR ADD — 0.0% +0.0% 1.4 5,505 +1,379 5 —
☆RBRK funds › RUBRIK INC. ADD — 0.0% +0.0% 1.4 16,054 +10,340 2 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.0% +0.0% 1.4 8,886 +528 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO TRIM — 0.0% -0.0% 1.3 32,410 -417 5 —
☆GD funds › GENERAL DYNAMICS CORP ADD — 0.0% +0.0% 1.3 3,508 +312 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 1.3 37,822 -1,582 5 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 1.3 40,321 -24 5 —
☆WAY funds › WAYSTAR HLDG CORP NEW — 0.0% +0.0% 1.3 57,599 +57,599 1 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY ADD — 0.0% +0.0% 1.3 3,095 +1,658 5 —
☆TRGP funds › TARGA RES CORP TRIM — 0.0% -0.0% 1.3 4,710 -260 5 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC ADD — 0.0% -0.0% 1.3 3,835 +128 5 —
☆MCO funds › MOODYS CORP ADD — 0.0% -0.0% 1.3 2,630 +54 5 —
☆LITE funds › LUMENTUM HLDGS INC ADD — 0.0% -0.0% 1.3 1,586 +221 3 —
☆GRMN funds › GARMIN LTD ADD — 0.0% -0.0% 1.3 5,220 +73 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% -0.0% 1.3 9,370 +530 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.0% 1.3 5,202 -764 5 —
☆DHI funds › D R HORTON INC ADD — 0.0% -0.0% 1.3 8,296 +180 5 —
☆INTF funds › ISHARES TR ADD — 0.0% -0.0% 1.3 30,281 +5 5 —
☆DASH funds › DOORDASH INC TRIM — 0.0% -0.0% 1.2 6,505 -620 5 —
☆STT funds › STATE STR CORP ADD — 0.0% +0.0% 1.2 6,906 +264 5 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.0% +0.0% 1.2 3,669 +454 5 —
☆EBAY funds › EBAY INC. ADD — 0.0% +0.0% 1.2 10,598 +401 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION ADD — 0.0% +0.0% 1.2 17,840 +488 5 —
☆IVE funds › ISHARES TR TRIM — 0.0% -0.0% 1.2 5,352 -110 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.0% +0.0% 1.2 22,064 +11,151 5 —
☆FDX funds › FEDEX CORP ADD — 0.0% -0.0% 1.2 3,884 +843 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.0% -0.0% 1.2 15,810 +3,078 5 —
☆MUSA funds › MURPHY USA INC ADD — 0.0% +0.0% 1.2 2,062 +262 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% -0.0% 1.2 13,069 -422 5 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 1.2 14,323 -17 5 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 1.2 1,772 +74 5 —
☆VTR funds › VENTAS INC ADD — 0.0% -0.0% 1.2 13,172 +3 5 —
☆FHN funds › FIRST HORIZON CORPORATION ADD — 0.0% -0.0% 1.2 46,221 +1,275 5 —
☆FNDX funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 1.2 37,527 -5,879 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 1.2 15,574 +0 5 —
☆AIG funds › AMERICAN INTL GROUP INC ADD — 0.0% -0.0% 1.2 14,815 +1,399 5 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD — 0.0% -0.0% 1.2 37,846 +0 4 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 0.0% -0.0% 1.2 26,148 +6,550 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 1.2 16,679 +7 5 —
☆PPC funds › PILGRIMS PRIDE CORP ADD — 0.0% -0.0% 1.2 41,122 +11,622 5 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.0% -0.0% 1.2 10,397 -46 5 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.0% +0.0% 1.2 657 +46 5 —
☆CFG funds › CITIZENS FINL GROUP INC ADD — 0.0% +0.0% 1.2 16,384 +1,199 5 —
☆VSGX funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 1.1 13,837 +105 5 —
☆EQIX funds › EQUINIX INC ADD — 0.0% -0.0% 1.1 1,074 +69 5 —
☆BAX funds › BAXTER INTL INC ADD — 0.0% +0.0% 1.1 49,891 +21,356 2 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 0.0% -0.0% 1.1 871 +23 5 —
☆AFL funds › AFLAC INC TRIM Common Stock 0.0% -0.0% 1.1 9,210 -181 5 —
☆SEB funds › SEABOARD CORP DEL TRIM — 0.0% -0.0% 1.1 240 -2 5 —
☆TER funds › TERADYNE INC ADD — 0.0% -0.0% 1.1 3,105 +76 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% -0.0% 1.1 19,243 +2,073 5 —
☆OKE funds › ONEOK INC NEW TRIM — 0.0% -0.0% 1.1 12,189 -1,770 5 —
☆NTAP funds › NETAPP INC ADD — 0.0% +0.0% 1.1 6,486 +258 5 —
☆NOW funds › SERVICENOW INC TRIM — 0.0% -0.0% 1.1 10,157 -409 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 1.1 30,281 +6 5 —
☆SCZ funds › ISHARES TR TRIM — 0.0% -0.0% 1.1 12,874 -107 5 —
☆MTB funds › M & T BK CORP ADD — 0.0% -0.0% 1.1 4,405 +45 5 —
☆GWW funds › WW GRAINGER INC ADD — 0.0% +0.0% 1.1 774 +26 5 —
☆PCAR funds › PACCAR INC ADD — 0.0% -0.0% 1.1 8,464 +439 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 1.0 3,180 -434 5 —
☆ZION funds › ZIONS BANCORPORATION NATL AS ADD — 0.0% +0.0% 1.0 14,827 +1,128 5 —
☆UNM funds › UNUM GROUP ADD — 0.0% -0.0% 1.0 11,963 +250 5 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% -0.0% 1.0 17,008 +1,341 5 —
☆LNG funds › CHENIERE ENERGY INC ADD — 0.0% +0.0% 1.0 4,034 +1,147 5 —
☆OXY funds › OCCIDENTAL PETE CORP ADD — 0.0% -0.0% 1.0 19,683 +3,379 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% -0.0% 1.0 7,385 +587 5 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD — 0.0% -0.0% 1.0 3,221 +139 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L ADD — 0.0% -0.0% 1.0 27,771 +4,432 5 —
☆EOG funds › EOG RES INC ADD — 0.0% +0.0% 1.0 7,657 +2,973 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% -0.0% 1.0 7,369 +367 5 —
☆IJS funds › ISHARES TR HOLD — 0.0% -0.0% 1.0 7,530 +0 5 —
☆IXUS funds › ISHARES TR ADD — 0.0% -0.0% 1.0 10,662 +68 5 —
☆CAH funds › CARDINAL HEALTH INC TRIM — 0.0% -0.0% 1.0 4,299 -354 5 —
☆BOXX funds › EA SERIES TRUST TRIM — 0.0% -0.1% 1.0 8,628 -14,864 4 —
☆PKW funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 1.0 7,049 +0 2 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 1.0 4,582 +4,582 1 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 1.0 41,785 -9,950 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 1.0 18,330 +325 5 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.0% -0.0% 1.0 3,022 +53 5 —
☆BURL funds › BURLINGTON STORES INC TRIM — 0.0% -0.0% 1.0 3,072 -81 5 —
☆VSDM funds › VANGUARD MUN BD FDS NEW — 0.0% +0.0% 1.0 13,156 +13,156 1 —
☆AR funds › ANTERO RESOURCES CORP ADD — 0.0% -0.0% 1.0 29,955 +8,134 5 —
☆CUSIP:74933W635 funds › RBB FD INC TRIM — 0.0% -0.0% 1.0 31,622 -4,886 5 —
☆ECL funds › ECOLAB INC ADD — 0.0% -0.0% 1.0 3,600 +179 5 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 1.0 19,831 +1,514 5 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 1.0 8,674 +19 5 —
☆GM funds › GENERAL MTRS CO ADD — 0.0% -0.0% 1.0 12,364 +358 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC TRIM — 0.0% -0.0% 1.0 4,321 -9 5 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL ADD — 0.0% -0.0% 1.0 1,751 +82 4 —
☆LBRDK funds › LIBERTY BROADBAND CORP NEW — 0.0% +0.0% 1.0 31,141 +31,141 1 —
☆WBD funds › WARNER BROS DISCOVERY INC TRIM — 0.0% -0.0% 0.9 35,564 -382 5 —
☆LBRDA funds › LIBERTY BROADBAND CORP NEW — 0.0% +0.0% 0.9 30,642 +30,642 1 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.0% -0.0% 0.9 3,494 -12 5 —
☆FYC funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.9 7,624 +0 5 —
☆DDOG funds › DATADOG INC ADD — 0.0% +0.0% 0.9 3,594 +2 5 —
☆VTES funds › VANGUARD WELLINGTON FD ADD — 0.0% -0.0% 0.9 9,102 +1,163 2 —
☆AMKR funds › AMKOR TECHNOLOGY INC ADD — 0.0% +0.0% 0.9 13,051 +707 4 —
☆PSI funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.9 5,742 +5,742 1 —
☆APA funds › APA CORPORATION ADD — 0.0% +0.0% 0.9 27,350 +17,599 4 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% +0.0% 0.9 21,599 +8,230 5 —
☆NVS funds › NOVARTIS AG TRIM — 0.0% -0.0% 0.9 5,894 -798 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN TRIM — 0.0% -0.0% 0.9 6,663 -1,355 5 —
☆PNFP funds › PINNACLE FINL PARTNERS INC ADD — 0.0% -0.0% 0.9 8,957 +260 2 —
☆FNDE funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.9 22,147 +7,176 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I ADD — 0.0% -0.0% 0.9 2,996 +67 5 —
☆MAIN funds › MAIN STR CAP CORP NEW — 0.0% +0.0% 0.9 16,928 +16,928 1 —
☆AZN funds › ASTRAZENECA PLC TRIM — 0.0% -0.0% 0.9 5,202 -636 2 —
☆QRVO funds › QORVO INC ADD — 0.0% -0.0% 0.9 10,247 +162 5 —
☆UAL funds › UNITED AIRLS HLDGS INC ADD — 0.0% +0.0% 0.9 6,911 +558 5 —
☆REGN funds › REGENERON PHARMACEUTICALS ADD — 0.0% -0.0% 0.9 1,310 +112 5 —
☆ACGL funds › ARCH CAP GROUP LTD ADD — 0.0% +0.0% 0.9 8,611 +4,019 5 —
☆DLR funds › DIGITAL RLTY TR INC ADD — 0.0% -0.0% 0.9 4,820 +222 5 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.9 9,478 +566 5 —
☆GPN funds › GLOBAL PMTS INC TRIM — 0.0% -0.0% 0.9 11,382 -183 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.0% +0.0% 0.9 947 -18 4 —
☆AME funds › AMETEK INC ADD — 0.0% -0.0% 0.9 3,684 +74 5 —
☆COR funds › CENCORA INC TRIM — 0.0% -0.0% 0.9 2,832 -64 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% +0.0% 0.9 16,570 +2,697 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 0.9 4,783 -265 5 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.0% +0.0% 0.9 3,886 +846 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.0% -0.0% 0.9 1,615 -184 5 —
☆CME funds › CME GROUP INC TRIM — 0.0% -0.0% 0.8 3,499 -405 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% -0.0% 0.8 11,921 +460 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.8 3,675 +3,675 1 —
☆AFRM funds › AFFIRM HLDGS INC TRIM — 0.0% +0.0% 0.8 9,959 -381 5 —
☆SNOW funds › SNOWFLAKE INC TRIM — 0.0% +0.0% 0.8 3,175 -796 5 —
☆AGNC funds › AGNC INVT CORP ADD REIT 0.0% -0.0% 0.8 73,805 +988 5 —
☆MMM funds › 3M CO ADD — 0.0% +0.0% 0.8 5,203 +813 5 —
☆CNC funds › CENTENE CORP DEL ADD — 0.0% +0.0% 0.8 12,162 +1,912 4 —
☆RY funds › ROYAL BK CDA TRIM — 0.0% -0.0% 0.8 3,878 -525 5 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.0% -0.0% 0.8 13,844 +2,016 5 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 0.8 9,848 -1,479 5 —
☆SCHY funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.8 25,160 +184 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.8 9,857 +1,597 2 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.0% -0.0% 0.8 9,833 -944 4 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.0% -0.0% 0.8 6,927 +219 5 —
☆TWLO funds › TWILIO INC ADD — 0.0% +0.0% 0.8 3,691 +75 5 —
☆MTSI funds › MACOM TECH SOLUTIONS HLDGS I ADD — 0.0% +0.0% 0.8 2,566 +182 5 —
☆ESGD funds › ISHARES TR NEW — 0.0% +0.0% 0.8 7,652 +7,652 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.0% -0.1% 0.8 21,643 -42,308 5 —
☆CVNA funds › CARVANA CO ADD — 0.0% -0.0% 0.8 11,870 +9,658 5 —
☆SN funds › SHARKNINJA INC ADD — 0.0% +0.0% 0.8 5,090 +691 3 —
☆AVMV funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 0.8 9,630 +415 5 —
☆DBEF funds › DBX ETF TR TRIM — 0.0% -0.0% 0.8 14,044 -13,444 5 —
☆XEL funds › XCEL ENERGY INC ADD — 0.0% -0.0% 0.8 9,575 +539 5 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN ADD — 0.0% +0.0% 0.8 8,125 +735 5 —
☆ADSK funds › AUTODESK INC TRIM — 0.0% -0.0% 0.8 3,653 -997 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C ADD — 0.0% +0.0% 0.8 15,681 +977 5 —
☆EA funds › ELECTRONIC ARTS INC ADD — 0.0% +0.0% 0.8 3,671 +711 5 —
☆O funds › REALTY INCOME CORP ADD — 0.0% +0.0% 0.8 11,941 +3,654 5 —
☆A funds › AGILENT TECHNOLOGIES INC ADD — 0.0% +0.0% 0.8 5,599 +547 5 —
☆AZO funds › AUTOZONE INC ADD — 0.0% -0.0% 0.7 244 +10 5 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD — 0.0% +0.0% 0.7 3,045 +272 5 —
☆SYF funds › SYNCHRONY FINANCIAL ADD — 0.0% -0.0% 0.7 10,222 +754 5 —
☆FANG funds › DIAMONDBACK ENERGY INC ADD — 0.0% -0.0% 0.7 4,024 +195 5 —
☆TPR funds › TAPESTRY INC ADD — 0.0% -0.0% 0.7 5,241 +115 5 —
☆SLB funds › SLB LIMITED ADD — 0.0% -0.0% 0.7 15,375 +1,353 5 —
☆EQT funds › EQT CORP TRIM — 0.0% -0.0% 0.7 14,997 -448 5 —
☆MSCI funds › MSCI INC TRIM — 0.0% -0.0% 0.7 1,210 -54 5 —
☆LQDA funds › LIQUIDIA CORPORATION HOLD — 0.0% +0.0% 0.7 9,343 +0 4 —
☆STIP funds › ISHARES TR ADD — 0.0% -0.0% 0.7 7,175 +770 3 —
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 0.7 3,192 +435 5 —
☆BHB funds › BAR HBR BANKSHARES ADD — 0.0% -0.0% 0.7 19,500 +77 2 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.7 4,643 +4 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.7 8,125 +45 5 —
☆BSMR funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.7 30,480 +30,480 1 —
☆WRB funds › BERKLEY W R CORP ADD — 0.0% +0.0% 0.7 9,964 +1,487 5 —
☆BSMQ funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.7 30,475 +30,475 1 —
☆HIG funds › HARTFORD INSURANCE GROUP INC ADD — 0.0% -0.0% 0.7 5,169 +310 5 —
☆BSMT funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.7 31,078 +31,078 1 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN ADD — 0.0% +0.0% 0.7 3,149 +304 5 —
☆BPOP funds › POPULAR INC ADD — 0.0% +0.0% 0.7 4,199 +51 5 —
☆BSMS funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.7 30,433 +30,433 1 —
☆DG funds › DOLLAR GEN CORP TRIM — 0.0% -0.0% 0.7 5,963 -297 5 —
☆BSMU funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.7 32,350 +32,350 1 —
☆BSMV funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.7 33,770 +33,770 1 —
☆HSBC funds › HSBC HLDGS PLC TRIM — 0.0% -0.0% 0.7 7,127 -1,393 5 —
☆IEUR funds › ISHARES TR HOLD — 0.0% -0.0% 0.7 9,391 +0 5 —
☆YUM funds › YUM BRANDS INC ADD — 0.0% -0.0% 0.7 4,296 +292 5 —
☆BSMW funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.7 27,948 +27,948 1 —
☆HAL funds › HALLIBURTON CO ADD — 0.0% -0.0% 0.7 20,370 +1,193 5 —
☆NU funds › NU HLDGS LTD TRIM — 0.0% -0.0% 0.7 50,766 -1,412 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A TRIM — 0.0% -0.0% 0.7 1,455 -64 5 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.7 3,827 +4 5 —
☆GLD funds › SPDR GOLD TR TRIM — 0.0% -0.0% 0.7 1,818 -52 5 —
☆ARCC funds › ARES CAPITAL CORP TRIM — 0.0% -0.0% 0.7 36,412 -919 5 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC ADD — 0.0% +0.0% 0.7 1,922 +206 5 —
☆IBB funds › ISHARES TR TRIM — 0.0% -0.0% 0.7 3,527 -713 3 —
☆DOV funds › DOVER CORP ADD — 0.0% -0.0% 0.7 3,133 +433 5 —
☆CTVA funds › CORTEVA INC ADD — 0.0% +0.0% 0.7 7,858 +2,625 5 —
☆HEFA funds › ISHARES TR NEW — 0.0% +0.0% 0.7 14,519 +14,519 1 —
☆APO funds › APOLLO GLOBAL MGMT INC ADD — 0.0% -0.0% 0.7 5,588 +214 5 —
☆FNDF funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.7 12,643 -2,668 5 —
☆ABNB funds › AIRBNB INC ADD — 0.0% -0.0% 0.7 4,517 +75 5 —
☆SNSR funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.7 13,654 +1 5 —
☆IVZ funds › INVESCO LTD ADD — 0.0% +0.0% 0.7 22,920 +310 5 —
☆AM funds › ANTERO MIDSTREAM CORP ADD — 0.0% -0.0% 0.7 29,797 +608 5 —
☆SYY funds › SYSCO CORP ADD — 0.0% +0.0% 0.7 7,868 +758 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.7 11,963 +7 2 —
☆XYZ funds › BLOCK INC ADD — 0.0% +0.0% 0.7 8,506 +1,058 4 —
☆WAB funds › WABTEC ADD — 0.0% -0.0% 0.7 2,512 +268 5 —
☆WBS funds › WEBSTER FINL CORP ADD — 0.0% +0.0% 0.7 8,556 +1,066 5 —
☆RBLX funds › ROBLOX CORP TRIM — 0.0% -0.0% 0.7 11,812 -2,673 5 —
☆WSM funds › WILLIAMS SONOMA INC ADD — 0.0% +0.0% 0.7 2,937 +96 5 —
☆VST funds › VISTRA CORP TRIM — 0.0% -0.0% 0.6 4,075 -736 5 —
☆DGX funds › QUEST DIAGNOSTICS INC ADD — 0.0% -0.0% 0.6 3,120 +86 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC ADD — 0.0% +0.0% 0.6 36,205 +2,625 5 —
☆CMS funds › CMS ENERGY CORP ADD — 0.0% -0.0% 0.6 8,393 +994 5 —
☆CBOE funds › CBOE GLOBAL MKTS INC TRIM — 0.0% -0.0% 0.6 2,344 -113 5 —
☆CBRE funds › CBRE GROUP INC ADD — 0.0% -0.0% 0.6 4,437 +34 5 —
☆PZA funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.6 26,158 +0 2 —
☆AON funds › AON PLC TRIM — 0.0% -0.0% 0.6 1,713 -38 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.6 5,094 +492 5 —
☆MP funds › MP MATERIALS CORP TRIM — 0.0% -0.0% 0.6 11,632 -107 5 —
☆NLY funds › ANNALY CAPITAL MANAGEMENT IN ADD — 0.0% -0.0% 0.6 26,400 +416 5 —
☆JAZZ funds › JAZZ PHARMACEUTICALS PLC ADD — 0.0% +0.0% 0.6 2,474 +171 5 —
☆FELG funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.6 13,616 +13,616 1 —
☆DIVI funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.6 14,021 +14,021 1 —
☆QUAL funds › ISHARES TR ADD — 0.0% +0.0% 0.6 2,735 +292 5 —
☆TGT funds › TARGET CORP ADD — 0.0% +0.0% 0.6 4,443 +1,201 3 —
☆BSMZ funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.6 23,550 +23,550 1 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.6 1,978 +548 5 —
☆BIIB funds › BIOGEN INC ADD — 0.0% -0.0% 0.6 3,012 +104 5 —
☆KR funds › KROGER CO ADD — 0.0% -0.0% 0.6 9,896 +991 5 —
☆BSMY funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.6 24,360 +24,360 1 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.6 9,641 +0 5 —
☆NTSX funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.6 10,054 +0 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.6 17,440 +9,215 2 —

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 3,645 949 0.07 44% 0.027 0.767 — in
2026Q1 3,101 838 0.07 43% 0.027 0.760 — in
2025Q4 2,878 806 0.05 42% 0.025 0.730 — in
2025Q3 2,692 788 0.06 41% 0.024 0.700 — in
2025Q2 2,344 742 0.06 41% 0.024 0.723 — entered
2025Q1 1,951 699 0.00 42% 0.024 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