Fund Universe

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☆Morton Brown Family Wealth, LLC

CIK 0001909851 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.844
AUM ($M)
441
Positions
416
Turnover
0.03
Top-10 wt
80%
Herfindahl
0.115
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 427 positions · portfolio value $441M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHB funds › SCHWAB U.S. BROAD MARKET ETF ADD — 28.0% +1.3% 123.4 4,261,509 +243,641 5 —
☆AVEM funds › AVANTIS EMERGING MARKETS EQUITY ETF ADD — 10.5% +0.6% 46.4 480,549 +15,240 5 —
☆VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF ADD — 8.6% +0.0% 38.0 532,635 +25,118 5 —
☆AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF ADD — 7.0% +0.2% 30.8 246,862 +14,332 5 —
☆AVDV funds › AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ADD — 6.0% -0.4% 26.3 255,151 +13,684 5 —
☆MUB funds › ISHARES NATIONAL MUNI BOND ETF ADD — 4.9% +0.0% 21.8 202,817 +27,462 5 —
☆SCHR funds › SCHWAB INTERMEDIATE-TERM US TREASURY ETF ADD — 4.3% -0.4% 18.8 762,960 +61,254 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF TRIM — 3.8% -0.1% 16.6 22,163 -53 5 —
☆VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ADD — 3.4% -0.2% 14.9 180,706 +17,892 5 —
☆REET funds › ISHARES GLOBAL REIT ETF ADD — 3.3% -0.0% 14.4 520,305 +29,278 5 —
☆BNDX funds › VANGUARD TOTAL INTERNATIONAL BOND ETF ADD — 2.8% -0.2% 12.4 256,559 +20,076 5 —
☆MUNI funds › PIMCO INTERMED MUNI BOND ADD — 2.3% -0.2% 10.0 189,849 +9,207 5 —
☆VCSH funds › VANGUARD SHORT-TERM CORPORATE BOND ETF ADD — 1.4% -0.1% 6.0 76,544 +6,650 5 —
☆SUB funds › ISHARES SHORT-TERM NATIONAL MUNI BOND ETF ADD — 1.3% -0.2% 5.9 55,545 +444 5 —
☆EFA funds › ISHARES MSCI EAFE ETF TRIM — 0.8% -0.1% 3.5 33,246 -480 5 —
☆SCHC funds › SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF TRIM — 0.7% -0.1% 3.3 68,674 -108 5 —
☆HDV funds › ISHARES CORE HIGH DIVIDEND ETF ADD — 0.7% -0.1% 3.0 107,643 +85,540 5 —
☆IEFA funds › ISHARES CORE MSCI EAFE ETF TRIM — 0.6% -0.1% 2.6 27,242 -166 5 —
☆VB funds › VANGUARD SMALL-CAP ETF TRIM — 0.6% -0.0% 2.5 8,099 -4 5 —
☆AAPL funds › APPLE INC COM TRIM — 0.6% -0.0% 2.4 8,410 -174 5 —
☆QQQ funds › INVESCO QQQ TRUST SERIES I TRIM — 0.5% +0.0% 2.4 3,229 -88 5 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET ETF ADD — 0.4% +0.0% 1.9 5,090 +180 5 —
☆MSFT funds › MICROSOFT CORP COM ADD — 0.4% -0.1% 1.7 4,530 +77 5 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS ETF HOLD — 0.4% -0.0% 1.6 26,659 +0 5 —
☆DFSV funds › DIMENSIONAL US SMALL CAP VALUE ETF ADD — 0.3% -0.0% 1.4 36,492 +284 5 —
☆AVGO funds › BROADCOM INC COM TRIM — 0.3% -0.0% 1.3 3,444 -662 5 —
☆IWM funds › ISHARES RUSSELL 2000 ETF TRIM — 0.3% +0.0% 1.3 4,314 -32 5 —
☆VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF ADD — 0.3% +0.0% 1.3 14,847 +2,462 5 —
☆VSS funds › VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF HOLD — 0.3% -0.0% 1.2 7,976 +0 5 —
☆ESGU funds › ISHARES ESG AWARE MSCI USA ETF TRIM — 0.3% -0.0% 1.2 7,250 -38 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS INC COM HOLD — 0.2% -0.0% 0.9 2,993 +0 5 —
☆NVDA funds › NVIDIA CORPORATION COM ADD — 0.2% -0.0% 0.7 3,559 +12 5 —
☆BAC funds › BANK OF AMER CORP COM ADD — 0.2% +0.0% 0.7 11,837 +19 5 —
☆ESGD funds › ISHARES ESG AWARE MSCI EAFE ETF ADD — 0.1% -0.0% 0.6 6,229 +8 5 —
☆VOO funds › VANGUARD S&P 500 ETF ADD — 0.1% +0.1% 0.5 754 +648 2 —
☆SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF HOLD — 0.1% -0.0% 0.5 17,884 +0 5 —
☆GOOGL funds › ALPHABET INC CAP STK CL A ADD — 0.1% +0.1% 0.5 1,334 +598 5 —
☆AVRE funds › AVANTIS REAL ESTATE ETF ADD — 0.1% -0.0% 0.5 9,803 +127 5 —
☆VOT funds › VANGUARD MID-CAP GROWTH ETF HOLD — 0.1% +0.0% 0.5 1,480 +0 5 —
☆MCD funds › MCDONALDS CORP COM TRIM — 0.1% -0.0% 0.5 1,674 -55 5 —
☆AOR funds › ISHARES CORE 60/40 BALANCED ALLOCATION ETF ADD — 0.1% -0.0% 0.5 6,481 +17 5 —
☆VTEB funds › VANGUARD TAX-EXEMPT BOND ETF ADD — 0.1% +0.0% 0.4 8,397 +2,384 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF HOLD — 0.1% -0.0% 0.4 545 +0 5 —
☆EEMV funds › ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF HOLD — 0.1% -0.0% 0.4 5,400 +0 5 —
☆SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF ADD — 0.1% +0.0% 0.4 7,956 +484 5 —
☆VLGEA funds › VILLAGE SUPER MKT INC CL A NEW ADD — 0.1% +0.1% 0.4 9,245 +7,424 2 —
☆SCHX funds › SCHWAB U.S. LARGE-CAP ETF HOLD — 0.1% -0.0% 0.4 12,369 +0 5 —
☆SLYV funds › STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF TRIM — 0.1% -0.0% 0.4 3,318 -89 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD — 0.1% -0.0% 0.4 714 +8 5 —
☆HYMB funds › STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF ADD — 0.1% +0.0% 0.3 13,445 +8,543 2 —
☆VXF funds › VANGUARD EXTENDED MARKET ETF ADD — 0.1% +0.0% 0.3 1,340 +840 5 —
☆CAT funds › CATERPILLAR INC COM ADD — 0.1% +0.0% 0.3 299 +9 5 —
☆IJS funds › ISHARES S&P SMALL-CAP 600 VALUE ETF HOLD — 0.1% -0.0% 0.3 2,304 +0 5 —
☆ESGE funds › ISHARES ESG AWARE MSCI EM ETF TRIM — 0.1% -0.0% 0.3 5,650 -395 5 —
☆ESML funds › ISHARES ESG AWARE MSCI USA SMALL-CAP ETF TRIM — 0.1% -0.0% 0.3 5,434 -128 5 —
☆SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF TRIM — 0.1% -0.0% 0.3 8,751 -434 5 —
☆VNQ funds › VANGUARD REAL ESTATE ETF HOLD — 0.1% -0.0% 0.3 3,053 +0 5 —
☆IWF funds › ISHARES RUSSELL 1000 GROWTH ETF ADD — 0.1% -0.0% 0.3 2,358 +1,680 5 —
☆IVOG funds › VANGUARD S&P MID-CAP 400 GROWTH ETF HOLD — 0.1% +0.0% 0.3 1,936 +0 5 —
☆SCHI funds › SCHWAB 5-10 YEAR CORPORATE BOND ETF ADD — 0.1% -0.0% 0.3 12,185 +150 5 —
☆GLW funds › CORNING INC COM ADD — 0.1% +0.0% 0.3 1,008 +8 5 —
☆SUSC funds › ISHARES ESG AWARE USD CORPORATE BOND ETF ADD — 0.1% -0.0% 0.2 10,680 +689 5 —
☆BGRN funds › ISHARES TRUST ISHARES USD GREEN BOND ETF ADD — 0.1% -0.0% 0.2 5,202 +325 5 —
☆AMGN funds › AMGEN INC COM HOLD — 0.1% -0.0% 0.2 671 +0 5 —
☆IDCC funds › INTERDIGITAL INC COM HOLD — 0.1% -0.0% 0.2 850 +0 5 —
☆CUSIP:22758A105 funds › CROSSAMERICA PARTNERS LP UT LTD PTN INT TRIM — 0.1% -0.0% 0.2 9,996 -6,317 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC COM ADD — 0.0% +0.0% 0.2 371 +21 5 —
☆QCOM funds › QUALCOMM INC COM TRIM — 0.0% +0.0% 0.2 1,154 -2 5 —
☆SPHY funds › STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF ADD — 0.0% -0.0% 0.2 8,938 +156 5 —
☆ACWX funds › ISHARES MSCI ACWI EX U.S. ETF HOLD — 0.0% -0.0% 0.2 2,698 +0 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS HOLD — 0.0% +0.0% 0.2 211 +0 5 —
☆RTX funds › RTX CORPORATION COM ADD — 0.0% -0.0% 0.2 1,072 +12 5 —
☆MAR funds › MARRIOTT INTL INC NEW CL A ADD — 0.0% -0.0% 0.2 532 +3 5 —
☆FTGC funds › FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND HOLD — 0.0% -0.0% 0.2 7,059 +0 5 —
☆GLD funds › SPDR GOLD SHARES HOLD — 0.0% -0.0% 0.2 493 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON COM ADD — 0.0% -0.0% 0.2 713 +37 5 —
☆VIOG funds › VANGUARD S&P SMALL-CAP 600 GROWTH ETF HOLD — 0.0% +0.0% 0.2 1,151 +0 5 —
☆SUSB funds › ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF ADD — 0.0% -0.0% 0.2 6,551 +374 5 —
☆FITB funds › FIFTH THIRD BANCORP COM ADD — 0.0% +0.0% 0.2 2,835 +12 2 —
☆DLS funds › WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND HOLD — 0.0% -0.0% 0.2 1,820 +0 5 —
☆IEI funds › ISHARES 3-7 YEAR TREASURY BOND ETF TRIM — 0.0% -0.0% 0.2 1,298 -172 5 —
☆VGIT funds › VANGUARD INTERMEDIATE-TERM TREASURY ETF HOLD — 0.0% -0.0% 0.2 2,565 +0 5 —
☆AMZN funds › AMAZON COM INC COM TRIM — 0.0% -0.0% 0.1 587 -127 5 —
☆XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW — 0.0% +0.0% 0.1 1,012 +1,012 1 —
☆UNP funds › UNION PAC CORP COM HOLD — 0.0% -0.0% 0.1 508 +0 5 —
☆DGRO funds › ISHARES CORE DIVIDEND GROWTH ETF HOLD — 0.0% -0.0% 0.1 1,790 +0 5 —
☆IGIB funds › ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF HOLD — 0.0% -0.0% 0.1 2,486 +0 5 —
☆WMT funds › WALMART INC COM TRIM — 0.0% -0.0% 0.1 1,074 -252 5 —
☆DIS funds › DISNEY WALT CO COM TRIM — 0.0% -0.0% 0.1 1,222 -575 5 —
☆IYW funds › ISHARES U.S. TECHNOLOGY ETF HOLD — 0.0% +0.0% 0.1 452 +0 2 —
☆SCHM funds › SCHWAB U.S. MID-CAP ETF HOLD — 0.0% +0.0% 0.1 2,880 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO COM ADD — 0.0% +0.0% 0.1 321 +25 5 —
☆MU funds › MICRON TECHNOLOGY INC COM ADD — 0.0% +0.0% 0.1 86 +5 5 —
☆PAYX funds › PAYCHEX INC COM ADD — 0.0% -0.0% 0.1 990 +5 5 —
☆IJH funds › ISHARES CORE S&P MID-CAP ETF TRIM — 0.0% -0.0% 0.1 1,244 -1,742 5 —
☆CSCO funds › CISCO SYS INC COM ADD — 0.0% +0.0% 0.1 805 +71 5 —
☆IJR funds › ISHARES CORE S&P SMALL CAP ETF HOLD — 0.0% +0.0% 0.1 636 +0 5 —
☆NEE funds › NEXTERA ENERGY INC COM ADD — 0.0% -0.0% 0.1 1,056 +21 5 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW COM HOLD — 0.0% -0.0% 0.1 700 +0 5 —
☆IUSG funds › ISHARES CORE S&P U.S. GROWTH ETF HOLD — 0.0% +0.0% 0.1 471 +0 5 —
☆LLY funds › ELI LILLY & CO COM ADD — 0.0% +0.0% 0.1 73 +5 5 —
☆VIG funds › VANGUARD DIVIDEND APPRECIATION ETF TRIM — 0.0% -0.0% 0.1 367 -10 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS COM ADD — 0.0% +0.0% 0.1 303 +11 5 —
☆DISV funds › DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF ADD — 0.0% +0.0% 0.1 2,052 +277 5 —
☆MMM funds › 3M CO COM HOLD — 0.0% -0.0% 0.1 500 +0 5 —
☆DIA funds › STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST HOLD — 0.0% -0.0% 0.1 150 +0 5 —
☆XYZ funds › BLOCK INC CL A ADD — 0.0% +0.0% 0.1 1,007 +7 3 —
☆VUG funds › VANGUARD GROWTH ETF ADD — 0.0% +0.0% 0.1 858 +715 5 —
☆AMP funds › AMERIPRISE FINL INC COM ADD — 0.0% -0.0% 0.1 160 +1 5 —
☆NOC funds › NORTHROP GRUMMAN CORP COM TRIM — 0.0% -0.0% 0.1 142 -203 5 —
☆HD funds › HOME DEPOT INC COM ADD — 0.0% -0.0% 0.1 197 +1 5 —
☆VTV funds › VANGUARD VALUE ETF TRIM — 0.0% -0.0% 0.1 315 -60 5 —
☆TSLA funds › TESLA INC COM ADD — 0.0% +0.0% 0.1 157 +21 5 —
☆GE funds › GE AEROSPACE COM NEW ADD — 0.0% +0.0% 0.1 173 +2 5 —
☆IUSV funds › ISHARES CORE S&P US VALUE ETF HOLD — 0.0% -0.0% 0.1 578 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC COM ADD — 0.0% +0.0% 0.1 57 +3 5 —
☆TFC funds › TRUIST FINL CORP COM ADD — 0.0% +0.0% 0.1 1,104 +677 5 —
☆XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF ADD — 0.0% -0.0% 0.1 342 +1 5 —
☆GEV funds › GE VERNOVA INC COM ADD — 0.0% +0.0% 0.1 45 +3 5 —
☆GILD funds › GILEAD SCIENCES INC COM ADD — 0.0% -0.0% 0.1 414 +25 5 —
☆SCHD funds › SCHWAB US DIVIDEND EQUITY ETF HOLD — 0.0% -0.0% 0.1 1,635 +0 5 —
☆PPL funds › PPL CORP COM ADD — 0.0% +0.0% 0.1 1,381 +1,119 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP CLASS A COM STK NEW — 0.0% +0.0% 0.0 287 +287 1 —
☆PSX funds › PHILLIPS 66 COM ADD — 0.0% -0.0% 0.0 289 +7 5 —
☆SOXX funds › ISHARES SEMICONDUCTOR ETF HOLD — 0.0% +0.0% 0.0 75 +0 5 —
☆DFEM funds › DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF ADD — 0.0% +0.0% 0.0 1,172 +488 5 —
☆IMCB funds › ISHARES MORNINGSTAR MID-CAP ETF ADD — 0.0% -0.0% 0.0 489 +1 5 —
☆TLN funds › TALEN ENERGY CORP COM HOLD — 0.0% +0.0% 0.0 120 +0 5 —
☆MDLZ funds › MONDELEZ INTL INC CL A HOLD — 0.0% -0.0% 0.0 764 +0 5 —
☆CECO funds › CECO ENVIRONMENTAL CORP COM HOLD — 0.0% +0.0% 0.0 481 +0 2 —
☆EMR funds › EMERSON ELEC CO COM HOLD — 0.0% -0.0% 0.0 300 +0 5 —
☆META funds › META PLATFORMS INC CL A TRIM — 0.0% -0.0% 0.0 76 -19 5 —
☆WPM funds › WHEATON PRECIOUS METALS CORP COM HOLD — 0.0% -0.0% 0.0 358 +0 3 —
☆ABBV funds › ABBVIE INC COM ADD — 0.0% +0.0% 0.0 156 +42 5 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF ADD — 0.0% +0.0% 0.0 320 +280 5 —
☆OLED funds › UNIVERSAL DISPLAY CORP COM HOLD — 0.0% -0.0% 0.0 434 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION COM TRIM — 0.0% -0.0% 0.0 39 -13 5 —
☆HYD funds › VANECK HIGH YIELD MUNI ETF NEW — 0.0% +0.0% 0.0 680 +680 1 —
☆WWD funds › WOODWARD INC COM HOLD — 0.0% +0.0% 0.0 80 +0 4 —
☆OMC funds › OMNICOM GROUP INC COM HOLD — 0.0% -0.0% 0.0 459 +0 5 —
☆SCHE funds › SCHWAB EMERGING MARKETS EQUITY ETF HOLD — 0.0% -0.0% 0.0 891 +0 5 —
☆GDX funds › VANECK GOLD MINERS ETF HOLD — 0.0% -0.0% 0.0 424 +0 3 —
☆SO funds › SOUTHERN CO COM HOLD — 0.0% -0.0% 0.0 314 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC CL A ADD — 0.0% -0.0% 0.0 250 +25 4 —
☆KO funds › COCA COLA CO COM ADD — 0.0% +0.0% 0.0 357 +272 5 —
☆TPR funds › TAPESTRY INC COM ADD — 0.0% -0.0% 0.0 184 +1 5 —
☆VYMI funds › VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF HOLD — 0.0% -0.0% 0.0 268 +0 4 —
☆PG funds › PROCTER & GAMBLE CO COM ADD — 0.0% -0.0% 0.0 178 +14 5 —
☆DE funds › DEERE & CO COM ADD — 0.0% +0.0% 0.0 41 +4 5 —
☆PFE funds › PFIZER INC COM TRIM — 0.0% -0.0% 0.0 1,079 -77 5 —
☆KEY funds › KEYCORP COM HOLD — 0.0% -0.0% 0.0 1,116 +0 5 —
☆CMI funds › CUMMINS INC COM HOLD — 0.0% +0.0% 0.0 34 +0 5 —
☆VPU funds › VANGUARD UTILITIES ETF ADD — 0.0% -0.0% 0.0 125 +1 5 —
☆QQEW funds › FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF HOLD — 0.0% +0.0% 0.0 150 +0 3 —
☆MS funds › MORGAN STANLEY COM NEW ADD — 0.0% +0.0% 0.0 111 +13 5 —
☆CVX funds › CHEVRON CORPORATION COM ADD — 0.0% -0.0% 0.0 131 +13 5 —
☆UGI funds › UGI CORP NEW COM HOLD — 0.0% -0.0% 0.0 627 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC CL C HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆USB funds › US BANCORP COM NEW ADD — 0.0% +0.0% 0.0 344 +3 5 —
☆GDXJ funds › VANECK JUNIOR GOLD MINERS ETF HOLD — 0.0% -0.0% 0.0 202 +0 3 —
☆AMAT funds › APPLIED MATLS INC COM ADD — 0.0% +0.0% 0.0 27 +15 5 —
☆UNH funds › UNITEDHEALTH GROUP INC COM ADD — 0.0% +0.0% 0.0 46 +6 5 —
☆MRK funds › MERCK & CO INC COM ADD — 0.0% +0.0% 0.0 148 +29 5 —
☆STT funds › STATE STR CORP COM ADD — 0.0% +0.0% 0.0 112 +5 5 —
☆AOA funds › ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF HOLD — 0.0% -0.0% 0.0 194 +0 5 —
☆COP funds › CONOCOPHILLIPS COM HOLD — 0.0% -0.0% 0.0 178 +0 5 —
☆AZN funds › ASTRAZENECA PLC ORD HOLD — 0.0% -0.0% 0.0 97 +0 2 —
☆C funds › CITIGROUP INC COM NEW NEW — 0.0% +0.0% 0.0 126 +126 1 —
☆VKTX funds › VIKING THERAPEUTICS INC COM HOLD — 0.0% +0.0% 0.0 450 +0 5 —
☆SBUX funds › STARBUCKS CORP COM ADD — 0.0% +0.0% 0.0 171 +6 5 —
☆WTV funds › WISDOMTREE US VALUE FUND OF BENEF INTEREST HOLD — 0.0% -0.0% 0.0 164 +0 5 —
☆UPS funds › UNITED PARCEL SVCS INC CL B ADD — 0.0% -0.0% 0.0 151 +7 5 —
☆IWN funds › ISHARES RUSSELL 2000 VALUE ETF HOLD — 0.0% +0.0% 0.0 70 +0 5 —
☆OPTT funds › OCEAN PWR TECHNOLOGIES INC COM NEW HOLD — 0.0% -0.0% 0.0 58,285 +0 3 —
☆XLI funds › STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF HOLD — 0.0% -0.0% 0.0 82 +0 5 —
☆HOOD funds › ROBINHOOD MKTS INC COM CL A NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆IBB funds › ISHARES BIOTECHNOLOGY ETF HOLD — 0.0% -0.0% 0.0 79 +0 5 —
☆USXF funds › ISHARES ESG ADVANCED MSCI USA ETF HOLD — 0.0% +0.0% 0.0 216 +0 5 —
☆IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF HOLD — 0.0% +0.0% 0.0 181 +0 5 —
☆NRG funds › NRG ENERGY INC COM NEW HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD SPONSORED ADS HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆BA funds › BOEING CO COM ADD — 0.0% +0.0% 0.0 66 +6 5 —
☆FDVV funds › FIDELITY HIGH DIVIDEND ETF HOLD — 0.0% -0.0% 0.0 236 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC COM ADD — 0.0% +0.0% 0.0 79 +12 5 —
☆RGLD funds › ROYAL GOLD INC COM HOLD — 0.0% -0.0% 0.0 70 +0 3 —
☆VBK funds › VANGUARD SMALL-CAP GROWTH ETF HOLD — 0.0% +0.0% 0.0 38 +0 5 —
☆FTEC funds › FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF HOLD — 0.0% +0.0% 0.0 45 +0 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO COM ADD — 0.0% -0.0% 0.0 224 +24 5 —
☆SCHV funds › SCHWAB U.S. LARGE-CAP VALUE ETF HOLD — 0.0% -0.0% 0.0 354 +0 5 —
☆XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF HOLD — 0.0% +0.0% 0.0 64 +0 5 —
☆COR funds › CENCORA INC COM HOLD — 0.0% -0.0% 0.0 40 +0 5 —
☆IVW funds › ISHARES S&P 500 GROWTH ETF HOLD — 0.0% +0.0% 0.0 82 +0 5 —
☆GOOG funds › ALPHABET INC CAP STK CL C TRIM — 0.0% -0.0% 0.0 31 -169 5 —
☆FDIS funds › FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF HOLD — 0.0% -0.0% 0.0 106 +0 5 —
☆V funds › VISA INC COM CL A ADD — 0.0% +0.0% 0.0 31 +13 5 —
☆WFC funds › WELLS FARGO & CO COM ADD — 0.0% +0.0% 0.0 126 +26 5 —
☆GD funds › GENERAL DYNAMICS CORP COM ADD — 0.0% -0.0% 0.0 29 +2 5 —
☆IBKR funds › INTERACTIVE BROKERS GROUP INC COM CL A HOLD — 0.0% +0.0% 0.0 116 +0 4 —
☆NFLX funds › NETFLIX INC. COM TRIM — 0.0% -0.0% 0.0 137 -113 5 —
☆SOLV funds › SOLVENTUM CORP COM SHS HOLD — 0.0% +0.0% 0.0 125 +0 3 —
☆ABT funds › ABBOTT LABORATORIES COM HOLD — 0.0% -0.0% 0.0 103 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC COM TRIM — 0.0% -0.0% 0.0 85 -28 5 —
☆J funds › JACOBS SOLUTIONS INC COM HOLD — 0.0% -0.0% 0.0 72 +0 5 —
☆UBER funds › UBER TECHNOLOGIES INC COM ADD — 0.0% +0.0% 0.0 124 +24 5 —
☆GH funds › GUARDANT HEALTH INC COM HOLD — 0.0% +0.0% 0.0 58 +0 5 —
☆LRCX funds › LAM RESEARCH CORP COM NEW HOLD — 0.0% +0.0% 0.0 20 +0 2 —
☆FCX funds › FREEPORT MCMORAN INC CL B HOLD — 0.0% -0.0% 0.0 135 +0 3 —
☆SIL funds › GLOBAL X SILVER MINERS ETF HOLD — 0.0% -0.0% 0.0 107 +0 3 —
☆XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF HOLD — 0.0% -0.0% 0.0 154 +0 5 —
☆VCR funds › VANGUARD CONSUMER DISCRETIONARY ETF HOLD — 0.0% -0.0% 0.0 20 +0 5 —
☆TSCO funds › TRACTOR SUPPLY CO COM HOLD — 0.0% -0.0% 0.0 251 +0 5 —
☆SHM funds › STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF HOLD — 0.0% -0.0% 0.0 163 +0 5 —
☆STIP funds › ISHARES 0-5 YEAR TIPS BOND ETF HOLD — 0.0% -0.0% 0.0 76 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC COM HOLD — 0.0% +0.0% 0.0 22 +0 3 —
☆MRVL funds › MARVELL TECHNOLOGY INC COM NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆SAP funds › SAP SE SPON ADR HOLD — 0.0% -0.0% 0.0 48 +0 5 —
☆MA funds › MASTERCARD INCORPORATED CL A ADD — 0.0% +0.0% 0.0 14 +6 3 —
☆BROS funds › DUTCH BROS INC CL A HOLD — 0.0% +0.0% 0.0 100 +0 4 —
☆ISRG funds › INTUITIVE SURGICAL INC COM NEW HOLD — 0.0% -0.0% 0.0 18 +0 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆CI funds › THE CIGNA GROUP COM ADD — 0.0% +0.0% 0.0 23 +3 5 —
☆SNOW funds › SNOWFLAKE INC COM SHS HOLD — 0.0% +0.0% 0.0 25 +0 5 —
☆KLAC funds › KLA CORP COM NEW NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆FRPT funds › FRESHPET INC COM HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆UBSI funds › UNITED BANKSHARES INC WEST VA COM HOLD — 0.0% -0.0% 0.0 124 +0 3 —
☆FPEI funds › FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF HOLD — 0.0% -0.0% 0.0 285 +0 3 —
☆ICLR funds › ICON PUB LTD CO SHS HOLD — 0.0% +0.0% 0.0 30 +0 5 —
☆DMXF funds › ISHARES ESG ADVANCED MSCI EAFE ETF HOLD — 0.0% -0.0% 0.0 60 +0 5 —
☆ADX funds › ADAMS DIVERSIFIED EQUITY FD COM HOLD — 0.0% +0.0% 0.0 194 +0 5 —
☆HUM funds › HUMANA INC COM ADD — 0.0% +0.0% 0.0 12 +2 5 —
☆HSY funds › HERSHEY CO COM HOLD — 0.0% -0.0% 0.0 27 +0 5 —
☆IWD funds › ISHARES RUSSELL 1000 VALUE ETF TRIM — 0.0% -0.0% 0.0 19 -108 5 —
☆TXN funds › TEXAS INSTRS INC COM NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆MNST funds › MONSTER BEVERAGE CORP NEW COM ADD — 0.0% +0.0% 0.0 46 +7 3 —
☆MO funds › ALTRIA GROUP INC COM HOLD — 0.0% -0.0% 0.0 60 +0 5 —
☆T funds › AT&T INC COM TRIM — 0.0% -0.0% 0.0 207 -57 5 —
☆AIQ funds › GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF HOLD — 0.0% +0.0% 0.0 65 +0 5 —
☆TOST funds › TOAST INC CL A HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆VO funds › VANGUARD MID-CAP ETF TRIM — 0.0% -0.0% 0.0 51 -2 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC COM ADD — 0.0% +0.0% 0.0 8 +6 3 —
☆ASML funds › ASML HLDG NV N Y REGISTRY SHS NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆PEP funds › PEPSICO INC COM ADD — 0.0% +0.0% 0.0 29 +21 3 —
☆CAVA funds › CAVA GROUP INC COM HOLD — 0.0% -0.0% 0.0 50 +0 5 —
☆APH funds › AMPHENOL CORP CL A NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆VLUE funds › ISHARES MSCI USA VALUE FACTOR ETF HOLD — 0.0% +0.0% 0.0 19 +0 5 —
☆ADI funds › ANALOG DEVICES INC COM NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR HOLD — 0.0% -0.0% 0.0 116 +0 5 —
☆CUSIP:921932778 funds › VANGUARD S&P SMALL-CAP 600 VALUE ETF HOLD — 0.0% -0.0% 0.0 28 +0 5 —
☆INTC funds › INTEL CORP COM NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆IIPR funds › INNOVATIVE INDL PPTYS INC COM HOLD — 0.0% +0.0% 0.0 49 +0 5 —
☆HWM funds › HOWMET AEROSPACE INC COM ADD — 0.0% +0.0% 0.0 10 +4 3 —
☆LIN funds › LINDE PLC SHS HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆GOVT funds › ISHARES U.S. TREASURY BOND ETF HOLD — 0.0% -0.0% 0.0 113 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP COM HOLD — 0.0% -0.0% 0.0 5 +0 3 —
☆RJF funds › RAYMOND JAMES FINL INC COM ADD — 0.0% +0.0% 0.0 16 +3 4 —
☆TJX funds › TJX COS INC NEW COM NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A SHS TRIM — 0.0% -0.0% 0.0 5 -20 3 —
☆CL funds › COLGATE PALMOLIVE CO COM ADD — 0.0% +0.0% 0.0 25 +11 3 —
☆CRWD funds › CROWDSTRIKE HLDGS INC CL A NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆SNDK funds › SANDISK CORP COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆AME funds › AMETEK INC COM HOLD — 0.0% -0.0% 0.0 9 +0 5 —
☆PWR funds › QUANTA SVCS INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆OSK funds › OSHKOSH CORP COM HOLD — 0.0% -0.0% 0.0 14 +0 3 —
☆ETN funds › EATON CORP PLC SHS NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆SNY funds › SANOFI SA SPONSORED ADR HOLD — 0.0% -0.0% 0.0 49 +0 5 —
☆IJK funds › ISHARES S&P MID-CAP 400 GROWTH ETF HOLD — 0.0% +0.0% 0.0 16 +0 5 —
☆AMT funds › AMERICAN TOWER CORP COM HOLD — 0.0% -0.0% 0.0 11 +0 3 —
☆LOW funds › LOWES COS INC COM ADD — 0.0% +0.0% 0.0 8 +4 3 —
☆JCI funds › JOHNSON CTLS INTL PLC SHS NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆WMB funds › WILLIAMS COS INC COM NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆AXP funds › AMERICAN EXPRESS CO COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆TMUS funds › T-MOBILE US INC COM HOLD — 0.0% -0.0% 0.0 10 +0 3 —
☆WBD funds › WARNER BROS DISCOVERY INC COM SER A ADD — 0.0% -0.0% 0.0 62 +3 5 —
☆NEM funds › NEWMONT CORP COM NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP COM HOLD — 0.0% -0.0% 0.0 19 +0 3 —
☆FTNT funds › FORTINET INC COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆MRSH funds › MARSH & MCLENNAN COS INC COM NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆PLD funds › PROLOGIS INC. COM NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆RXRX funds › RECURSION PHARMACEUTICALS INC CL A HOLD — 0.0% +0.0% 0.0 400 +0 5 —
☆GM funds › GENERAL MTRS CO COM NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆ITA funds › ISHARES U.S. AEROSPACE & DEFENSE ETF HOLD — 0.0% -0.0% 0.0 6 +0 3 —
☆BNY funds › BANK OF NY MELLON CORP COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC COM NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆AEP funds › AMERICAN ELEC PWR CO INC COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING INC COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆BN funds › BROOKFIELD CORP CL A LTD VT SH HOLD — 0.0% -0.0% 0.0 30 +0 3 —
☆NSC funds › NORFOLK SOUTHN CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆FDX funds › FEDEX CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆SPGI funds › S&P GLOBAL INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆JAZZ funds › JAZZ PHARMACEUTICALS PLC SHS USD HOLD — 0.0% +0.0% 0.0 5 +0 5 —
☆ANET funds › ARISTA NETWORKS INC COM SHS NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆HCA funds › HCA HEALTHCARE INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆KMI funds › KINDER MORGAN INC DEL COM NEW — 0.0% +0.0% 0.0 36 +36 1 —
☆AJG funds › GALLAGHER ARTHUR J & CO COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆STAG funds › STAG INDUSTRIAL INC COM HOLD — 0.0% -0.0% 0.0 30 +0 3 —
☆WELL funds › WELLTOWER INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆URI funds › UNITED RENTALS INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆HON funds › HONEYWELL INTL INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆HONA funds › HONEYWELL AEROSPACE INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆CME funds › CME GROUP INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆CTVA funds › CORTEVA INC COM NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆FAST funds › FASTENAL CO COM NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆DDOG funds › DATADOG INC CL A COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE CO COM NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆SHW funds › SHERWIN WILLIAMS CO COM HOLD — 0.0% -0.0% 0.0 3 +0 3 —
☆F funds › FORD MTR CO COM NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆ADBE funds › ADOBE INC COM ADD — 0.0% +0.0% 0.0 5 +2 3 —
☆SCHW funds › SCHWAB CHARLES CORP COM NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆CEG funds › CONSTELLATION ENERGY CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆O funds › REALTY INCOME CORP COM NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆PH funds › PARKER-HANNIFIN CORP COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆BLK funds › BLACKROCK INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆OKE funds › ONEOK INC NEW COM NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆ALL funds › ALLSTATE CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆MDT funds › MEDTRONIC PLC SHS HOLD — 0.0% -0.0% 0.0 12 +0 3 —
☆MCO funds › MOODYS CORP COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆EW funds › EDWARDS LIFESCIENCES CORP COM NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆NUE funds › NUCOR CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆IHE funds › ISHARES U.S. PHARMACEUTICALS ETF HOLD — 0.0% -0.0% 0.0 9 +0 3 —
☆ORCL funds › ORACLE CORP COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆DHI funds › D R HORTON INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆CRM funds › SALESFORCE INC COM TRIM — 0.0% -0.0% 0.0 5 -39 5 —
☆BDX funds › BECTON DICKINSON & CO COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆WAT funds › WATERS CORP COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆PCAR funds › PACCAR INC COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆CAH funds › CARDINAL HEALTH INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆ETR funds › ENTERGY CORP NEW COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆ADM funds › ARCHER DANIELS MIDLAND CO COM NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆CB funds › CHUBB LIMITED COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆EBAY funds › EBAY INC. COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆CSX funds › CSX CORP COM NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆A funds › AGILENT TECHNOLOGIES INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆HIG funds › HARTFORD INSURANCE GROUP INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆ON funds › ON SEMICONDUCTOR CORP COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆TRV funds › TRAVELERS COMPANIES INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆CVNA funds › CARVANA CO CL A NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆TGT funds › TARGET CORP COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆SLB funds › SLB LIMITED COM STK NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆ODFL funds › OLD DOMINION FREIGHT LINE INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆SDVY funds › FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF HOLD — 0.0% -0.0% 0.0 15 +0 3 —
☆YUM funds › YUM BRANDS INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆RCL funds › ROYAL CARIBBEAN GROUP COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆IRM funds › IRON MTN INC DEL COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆ACWI funds › ISHARES MSCI ACWI ETF HOLD — 0.0% -0.0% 0.0 4 +0 5 —
☆REGN funds › REGENERON PHARMACEUTICALS COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆COF funds › CAPITAL ONE FINL CORP COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆VMC funds › VULCAN MATLS CO COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆EQT funds › EQT CORP COM NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆SYY funds › SYSCO CORP COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆ACGL funds › ARCH CAP GROUP LTD ORD NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆IQV funds › IQVIA HLDGS INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆MLM funds › MARTIN MARIETTA MATLS INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆IR funds › INGERSOLL RAND INC COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆AEE funds › AMEREN CORP COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆AXON funds › AXON ENTERPRISE INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆BKR funds › BAKER HUGHES COMPANY CL A NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆CINF funds › CINCINNATI FINL CORP COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆PHM funds › PULTE GROUP INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆WAB funds › WABTEC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆TRGP funds › TARGA RES CORP COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆VTR funds › VENTAS INC COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆SYF funds › SYNCHRONY FINANCIAL COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆FANG funds › DIAMONDBACK ENERGY INC COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆HUBB funds › HUBBELL INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆INTU funds › INTUIT COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆VLO funds › VALERO ENERGY CORP COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆EOG funds › EOG RES INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆ATO funds › ATMOS ENERGY CORP COM NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆APP funds › APPLOVIN CORP COM CL A NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆EXPE funds › EXPEDIA GROUP INC COM NEW NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆ES funds › EVERSOURCE ENERGY COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆VRSN funds › VERISIGN INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWARE COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆DVN funds › DEVON ENERGY CORP NEW COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆IMCG funds › ISHARES MORNINGSTAR MID-CAP GROWTH ETF HOLD — 0.0% +0.0% 0.0 5 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆Q funds › QNITY ELECTRONICS INC COMMON STOCK NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆CCL funds › CARNIVAL CORP LTD COMMON SHARES NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆CBOE funds › CBOE GLOBAL MKTS INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆XEL funds › XCEL ENERGY INC COM NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆HAL funds › HALLIBURTON CO COM NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆GRMN funds › GARMIN LTD SHS NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆WEC funds › WEC ENERGY GROUP INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆OPEN funds › OPENDOOR TECHNOLOGIES INC COM HOLD — 0.0% -0.0% 0.0 100 +0 2 —
☆DG funds › DOLLAR GEN CORP COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆TROW funds › PRICE T ROWE GROUP INC COM NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆SNPS funds › SYNOPSYS INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆BIIB funds › BIOGEN INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆STE funds › STERIS PLC SHS USD NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆EXC funds › EXELON CORP COM NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆CMCSA funds › COMCAST CORP NEW CL A NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆EA funds › ELECTRONIC ARTS INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆D funds › DOMINION ENERGY INC COM TRIM — 0.0% -0.0% 0.0 6 -33 5 —
☆CBRE funds › CBRE GROUP INC CL A NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆VOE funds › VANGUARD MID-CAP VALUE ETF HOLD — 0.0% -0.0% 0.0 2 +0 5 —
☆IWO funds › ISHARES RUSSELL 2000 GROWTH ETF HOLD — 0.0% +0.0% 0.0 1 +0 5 —
☆NDAQ funds › NASDAQ INC COM NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆KR funds › KROGER CO COM NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆AVB funds › AVALONBAY CMNTYS INC COM NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆BND funds › VANGUARD TOTAL BOND MARKET ETF HOLD — 0.0% -0.0% 0.0 5 +0 5 —
☆ROP funds › ROPER TECHNOLOGIES INC COM NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆NMAX funds › NEWSMAX INC COM SHS CLASS B HOLD — 0.0% +0.0% 0.0 40 +0 5 —
☆DOW funds › DOW HLDGS INC COM NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆FDXF funds › FEDEX FGHT HLDG CO INC COMMON STOCK NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆SVM funds › SILVERCORP METALS INC COM ADD — 0.0% +0.0% 0.0 28 +15 3 —
☆VTRS funds › VIATRIS INC COM TRIM — 0.0% -0.0% 0.0 12 -12 5 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC COM SHS HOLD — 0.0% -0.0% 0.0 2 +0 3 —
☆CUSIP:282914100 funds › 8X8 INC NEW COM HOLD — 0.0% -0.0% 0.0 100 +0 3 —
☆AMTM funds › AMENTUM HOLDINGS INC COM HOLD — 0.0% -0.0% 0.0 4 +0 5 —
☆CNF funds › CNFINANCE HLDGS LTD SPONSORED ADS HOLD — 0.0% -0.0% 0.0 25 +0 4 —
☆UNIT funds › UNITI GROUP LLC COM SHS NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆HITI funds › HIGH TIDE INC COM NEW HOLD — 0.0% -0.0% 0.0 20 +0 2 —
☆NOK funds › NOKIA CORP SPONSORED ADR HOLD — 0.0% +0.0% 0.0 2 +0 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆CUSIP:91325V108 funds › UNITI GROUP LLC COM SHS EXIT — 0.0% -0.0% 0.0 0 -4 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC COM EXIT — 0.0% -0.0% 0.0 0 -324 0 —
☆OKLO funds › OKLO INC COM CL A EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆GOSS funds › GOSSAMER BIO INC COM EXIT — 0.0% -0.0% 0.0 0 -25 0 —
☆UTG funds › REAVES UTIL INCOME FD COM SH BEN INT EXIT — 0.0% -0.0% 0.0 0 -160 0 —
☆ABNB funds › AIRBNB INC COM CL A EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT — 0.0% -0.1% 0.0 0 -1,152 0 —
☆MP funds › MP MATERIALS CORP COM CL A EXIT — 0.0% -0.0% 0.0 0 -100 0 —
☆SBSW funds › SIBANYE STILLWATER LTD SPONSORED ADR EXIT — 0.0% -0.0% 0.0 0 -35 0 —
☆CHEF funds › CHEFS WHSE INC COM EXIT — 0.0% -0.0% 0.0 0 -32 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 441 416 0.03 80% 0.115 0.843 — in
2026Q1 378 292 0.02 78% 0.108 0.835 — in
2025Q4 367 294 0.03 78% 0.110 0.797 — in
2025Q3 348 264 0.02 78% 0.114 0.800 — in
2025Q2 329 319 0.04 78% 0.112 0.791 — entered
2025Q1 294 324 0.00 77% 0.107 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