Fund Universe

← Fund Universe

☆CARDIFF PARK ADVISORS, LLC

CIK 0001910000 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.679
AUM ($M)
1,287
Positions
347
Turnover
0.09
Top-10 wt
52%
Herfindahl
0.048
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 392 positions · portfolio value $1,287M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST TRIM — 13.0% +1.0% 166.9 3,762,389 -73,556 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 12.8% +0.5% 164.1 443,581 -35,062 5 —
☆META funds › META PLATFORMS INC TRIM — 7.9% -0.5% 101.5 180,186 -2,201 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 3.2% +0.1% 40.9 1,110,002 -10,693 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 2.9% +0.2% 37.0 519,321 -5,811 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 2.9% +0.3% 36.9 49,433 -255 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 2.7% +0.2% 34.8 632,077 -9,264 5 —
☆AAPL funds › APPLE INC TRIM — 2.4% +0.2% 30.6 105,759 -2,790 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 2.3% +0.1% 29.5 330,466 +8,311 5 —
☆GOOG funds › ALPHABET INC ADD — 2.3% +1.2% 29.4 83,070 +37,764 5 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 2.0% +0.2% 25.2 196,498 +1,278 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 1.7% +0.1% 21.5 307,986 -9,248 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 1.6% +0.2% 20.5 239,479 +11,041 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 1.5% +0.1% 19.5 238,454 -6,640 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 1.4% +0.2% 18.2 447,960 +24,704 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 1.2% +0.3% 15.3 410,189 +88,653 5 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 1.2% +0.2% 15.2 157,070 +627 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 1.2% +0.1% 15.0 386,270 -844 5 —
☆DISV funds › DIMENSIONAL ETF TRUST ADD — 1.2% +0.1% 14.8 369,260 +22,084 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 1.0% +0.2% 12.9 150,100 +127,472 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST TRIM — 1.0% -0.0% 12.5 231,483 -5,169 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.9% +0.1% 12.1 203,206 -761 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.9% +0.0% 11.9 123,030 -6,425 5 —
☆OKLO funds › OKLO INC TRIM — 0.9% +0.0% 11.7 223,340 -10 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.9% +0.2% 11.6 32,487 +296 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.8% +0.1% 10.2 42,939 -309 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.8% -0.0% 10.2 42,081 -5,994 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.7% +0.0% 9.3 46,429 -3,821 5 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.7% -0.1% 9.2 182,122 -29,726 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST TRIM — 0.7% +0.1% 9.2 220,492 -1,315 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.7% +0.1% 9.0 109,860 +4,716 5 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.7% -0.0% 8.9 23,862 -30 5 —
☆IVV funds › ISHARES TR TRIM — 0.6% +0.1% 8.0 10,689 -198 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.6% +0.1% 7.7 266,051 -1,818 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.6% -0.1% 7.3 33,529 -8,188 5 —
☆EFA funds › ISHARES TR TRIM — 0.6% +0.0% 7.3 70,174 -2,089 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.6% -0.0% 7.2 14,406 -306 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.5% +0.0% 6.5 63,201 +4,145 5 —
☆AVLV funds › AMERICAN CENTY ETF TR TRIM — 0.5% +0.0% 5.9 65,029 -578 5 —
☆VTIP funds › VANGUARD MALVERN FDS TRIM — 0.5% -0.0% 5.8 116,454 -4,960 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F ADD — 0.4% +0.0% 5.5 62,424 +421 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.4% +0.3% 5.5 9,445 -964 5 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.1% 5.4 73,596 +9,856 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.4% +0.0% 5.1 21,362 -87 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.4% +0.0% 5.0 85,254 +5,217 5 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.4% +0.0% 4.8 41,181 +0 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.4% -0.0% 4.7 59,251 -4,008 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.4% +0.3% 4.6 3,991 +798 2 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.3% +0.0% 4.5 6 +0 5 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.3% +0.0% 4.3 47,479 +133 5 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.3% -0.0% 4.0 54,397 +1,536 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 3.7 88,999 +245 5 —
☆TRNS funds › TRANSCAT INC HOLD — 0.3% +0.1% 3.6 39,022 +0 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.3% +0.0% 3.6 10,358 +10 5 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 0.3% +0.0% 3.3 75,694 +1,103 5 —
☆SUB funds › ISHARES TR TRIM — 0.3% -0.0% 3.3 30,630 -1,286 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.3% -0.2% 3.3 23,797 -11,254 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.1% 3.1 18,801 -1,521 5 —
☆INTC funds › INTEL CORP ADD — 0.2% +0.2% 3.1 21,859 +37 5 —
☆TSLA funds › TESLA INC TRIM — 0.2% -0.0% 2.9 6,936 -758 5 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 0.2% +0.0% 2.9 23,206 -1,687 5 —
☆IJS funds › ISHARES TR TRIM — 0.2% -0.0% 2.9 20,865 -2,703 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% +0.0% 2.8 33,191 -38 5 —
☆IXUS funds › ISHARES TR ADD — 0.2% +0.0% 2.8 28,923 +269 5 —
☆ITOT funds › ISHARES TR TRIM — 0.2% +0.0% 2.8 16,763 -12 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 2.7 67,870 +121 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% +0.0% 2.7 10,612 +11 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 2.5 21,041 +18,279 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.2% -0.1% 2.5 35,203 -330 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.2% -0.0% 2.4 31,875 -495 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.2% +0.1% 2.2 25,513 +11,853 5 —
☆IWF funds › ISHARES TR ADD — 0.2% +0.0% 2.2 17,893 +13,420 5 —
☆DFEV funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 2.2 51,814 +1,024 5 —
☆AVRE funds › AMERICAN CENTY ETF TR TRIM — 0.2% -0.0% 2.2 46,091 -3,543 5 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 2.1 25,505 +116 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.2% +0.0% 2.0 12,904 +64 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.2% +0.0% 2.0 10,867 -149 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.2% +0.0% 2.0 11,064 -531 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.0% 2.0 37,933 +34 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 1.9 23,274 +409 5 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.9 9,604 +38 5 —
☆IWD funds › ISHARES TR ADD — 0.1% +0.0% 1.8 7,444 +5 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 1.8 1,688 -148 5 —
☆URI funds › UNITED RENTALS INC HOLD — 0.1% +0.0% 1.7 1,500 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% +0.0% 1.7 3,489 +96 5 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 1.7 37,072 -1,126 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 1.7 14,110 -596 5 —
☆IWM funds › ISHARES TR TRIM — 0.1% +0.0% 1.6 5,277 -34 5 —
☆SCZ funds › ISHARES TR TRIM — 0.1% +0.0% 1.6 19,220 -352 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.1% +0.0% 1.6 4,812 +3 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 1.5 27,792 +17 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 1.4 6,715 +7 5 —
☆EFG funds › ISHARES TR ADD — 0.1% +0.0% 1.4 11,267 +31 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 1.4 8,785 +34 5 —
☆STIP funds › ISHARES TR ADD — 0.1% -0.0% 1.4 13,292 +92 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 1.3 4,398 +12 5 —
☆EMXC funds › ISHARES INC ADD — 0.1% +0.0% 1.3 13,006 +706 5 —
☆SJNK funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 1.3 52,280 -1,403 5 —
☆IJJ funds › ISHARES TR HOLD — 0.1% +0.0% 1.3 8,845 +0 5 —
☆VTES funds › VANGUARD WELLINGTON FD TRIM — 0.1% -0.0% 1.3 12,835 -993 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 1.3 10,825 -197 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 1.2 36,246 +3,643 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 1.2 43,347 +259 5 —
☆EEM funds › ISHARES TR TRIM — 0.1% -0.0% 1.2 17,348 -4,678 5 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.1% +0.0% 1.2 3,955 -195 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.1% +0.1% 1.2 1,781 +503 5 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 1.1 22,904 +60 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 1.1 7,530 +2 5 —
☆ILMN funds › ILLUMINA INC HOLD — 0.1% +0.0% 1.1 6,137 +0 3 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 1.1 18,254 +234 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.1% -0.0% 1.0 1,112 -75 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 1.0 856 +21 5 —
☆USMV funds › ISHARES TR ADD — 0.1% +0.0% 1.0 10,538 +3 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.1% +0.0% 1.0 3,996 +0 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 1.0 3,715 +9 5 —
☆MGV funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 1.0 6,097 +27 5 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 1.0 8,592 -1,730 5 —
☆SNA funds › SNAP ON INC ADD — 0.1% +0.0% 1.0 2,386 +14 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.3% 1.0 6,159 -22,337 5 —
☆DE funds › DEERE & CO HOLD — 0.1% +0.0% 0.9 1,481 +0 5 —
☆V funds › VISA INC HOLD — 0.1% +0.0% 0.9 2,738 +0 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.9 16,574 +170 5 —
☆IJR funds › ISHARES TR TRIM — 0.1% +0.0% 0.9 6,280 -948 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% +0.0% 0.9 3,277 +1 5 —
☆GWW funds › WW GRAINGER INC ADD — 0.1% +0.0% 0.9 675 +2 3 —
☆CEF funds › SPROTT ASSET MANAGEMENT LP TRIM — 0.1% -0.1% 0.9 22,615 -10,365 5 —
☆IWN funds › ISHARES TR ADD — 0.1% +0.0% 0.9 4,102 +4 5 —
☆IJH funds › ISHARES TR TRIM — 0.1% +0.0% 0.9 11,484 -218 5 —
☆SPIB funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.9 26,441 +0 5 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.1% +0.0% 0.9 2,084 -165 5 —
☆AVIV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 0.9 11,174 +111 5 —
☆AVSF funds › AMERICAN CENTY ETF TR TRIM — 0.1% -0.0% 0.9 18,398 -1,267 5 —
☆PGR funds › PROGRESSIVE CORP TRIM — 0.1% +0.0% 0.8 3,880 -5 5 —
☆SHOP funds › SHOPIFY INC TRIM — 0.1% -0.0% 0.8 7,188 -1,455 5 —
☆LOW funds › LOWES COS INC ADD — 0.1% -0.0% 0.8 3,652 +1 5 —
☆CMI funds › CUMMINS INC HOLD — 0.1% +0.0% 0.8 1,085 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.1% -0.0% 0.8 14,471 +0 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.8 15,985 +125 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.7 21,850 +2,205 5 —
☆DFAR funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 0.7 28,318 +6,334 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% +0.0% 0.7 8,875 +7,458 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 0.7 4,916 +2 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 0.7 14,187 +887 5 —
☆CB funds › CHUBB LIMITED ADD — 0.1% +0.0% 0.7 2,086 +6 5 —
☆DOV funds › DOVER CORP ADD — 0.1% +0.0% 0.7 3,152 +7 5 —
☆FLOT funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 13,648 -216 5 —
☆RTX funds › RTX CORPORATION HOLD — 0.1% -0.0% 0.7 3,634 +0 5 —
☆IVE funds › ISHARES TR HOLD — 0.1% +0.0% 0.7 2,973 +0 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.7 19,139 -1,132 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 0.7 16,606 -10,428 5 —
☆NOC funds › NORTHROP GRUMMAN CORP HOLD — 0.1% -0.0% 0.7 1,283 +0 5 —
☆KO funds › COCA COLA CO ADD — 0.0% +0.0% 0.6 7,895 +5 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.0% -0.0% 0.6 1,236 -36 5 —
☆AOS funds › SMITH A O CORP ADD — 0.0% +0.0% 0.6 10,000 +1,205 5 —
☆PL funds › PLANET LABS PBC HOLD — 0.0% +0.0% 0.6 18,600 +0 5 —
☆PFF funds › ISHARES TR ADD — 0.0% -0.0% 0.6 19,395 +189 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% +0.0% 0.6 2,310 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.0% +0.0% 0.6 4,546 +10 5 —
☆HD funds › HOME DEPOT INC HOLD — 0.0% +0.0% 0.6 1,604 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.6 7,167 +762 5 —
☆USHY funds › ISHARES TR ADD — 0.0% -0.0% 0.6 15,044 +259 3 —
☆PEP funds › PEPSICO INC ADD — 0.0% -0.0% 0.6 4,071 +4 5 —
☆GNMA funds › ISHARES TR ADD — 0.0% -0.0% 0.5 12,434 +10 5 —
☆HEFA funds › ISHARES TR HOLD — 0.0% +0.0% 0.5 11,582 +0 5 —
☆AVDS funds › AMERICAN CENTY ETF TR HOLD — 0.0% +0.0% 0.5 7,128 +0 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.0% +0.0% 0.5 759 +0 5 —
☆VVR funds › INVESCO SR INCOME TR HOLD — 0.0% -0.0% 0.5 175,000 +0 5 —
☆IWC funds › ISHARES TR TRIM — 0.0% +0.0% 0.5 2,620 -153 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.0% +0.0% 0.5 1,706 -8 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.5 5,619 +49 5 —
☆IWO funds › ISHARES TR HOLD — 0.0% +0.0% 0.5 1,304 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.0% +0.0% 0.5 2,065 +0 5 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.0% -0.0% 0.5 5,781 +0 5 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.5 6,062 -90 5 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.5 6,623 +0 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.5 1,364 +1 5 —
☆IAK funds › ISHARES TR HOLD — 0.0% +0.0% 0.5 3,500 +0 5 —
☆CIEN funds › CIENA CORP NEW — 0.0% +0.0% 0.5 1,000 +1,000 1 —
☆SCHC funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.5 10,129 -1,671 5 —
☆LGLV funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.5 2,666 +0 5 —
☆URA funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.5 10,621 -229 5 —
☆TWLO funds › TWILIO INC HOLD — 0.0% +0.0% 0.4 2,174 +0 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.0% +0.0% 0.4 1,631 +0 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.0% +0.0% 0.4 1,118 +0 5 —
☆CWB funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.4 4,000 +0 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.0% +0.0% 0.4 4,312 +54 5 —
☆NET funds › CLOUDFLARE INC HOLD — 0.0% +0.0% 0.4 1,726 +0 5 —
☆AON funds › AON PLC HOLD — 0.0% -0.0% 0.4 1,266 +0 5 —
☆DVY funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 2,671 +0 5 —
☆ARCC funds › ARES CAPITAL CORP TRIM — 0.0% -0.0% 0.4 22,251 -2,461 5 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.0% -0.0% 0.4 4,531 +3 5 —
☆EFV funds › ISHARES TR ADD — 0.0% +0.0% 0.4 5,327 +58 5 —
☆BWX funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.4 18,435 +0 5 —
☆MINT funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.4 3,932 -318 5 —
☆CSL funds › CARLISLE COS INC ADD — 0.0% +0.0% 0.4 1,086 +4 5 —
☆EFAV funds › ISHARES TR ADD — 0.0% -0.0% 0.4 4,462 +18 5 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.0% +0.0% 0.4 3,803 -200 5 —
☆SOXX funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 600 +0 5 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.4 1,210 +1,210 1 —
☆AVEE funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.4 5,216 +2 5 —
☆MMM funds › 3M CO HOLD — 0.0% +0.0% 0.4 2,221 +0 5 —
☆TLT funds › ISHARES TR ADD — 0.0% +0.0% 0.4 4,111 +525 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.0% +0.0% 0.4 2,452 +0 5 —
☆PDD funds › PDD HOLDINGS INC HOLD — 0.0% -0.0% 0.3 4,556 +0 5 —
☆DFSI funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.3 7,570 +349 5 —
☆MSTR funds › STRATEGY INC ADD — 0.0% -0.0% 0.3 3,900 +670 5 —
☆ENVA funds › ENOVA INTL INC NEW — 0.0% +0.0% 0.3 1,380 +1,380 1 —
☆TIP funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 3,011 -1,303 5 —
☆YUM funds › YUM BRANDS INC HOLD — 0.0% -0.0% 0.3 2,043 +0 5 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.0% +0.0% 0.3 1,089 +0 2 —
☆COP funds › CONOCOPHILLIPS NEW — 0.0% +0.0% 0.3 3,118 +3,118 1 —
☆INTU funds › INTUIT ADD — 0.0% -0.0% 0.3 1,235 +2 5 —
☆IYH funds › ISHARES TR ADD — 0.0% +0.0% 0.3 4,806 +13 3 —
☆BAC funds › BANK OF AMER CORP ADD — 0.0% +0.0% 0.3 5,627 +14 5 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.0% -0.0% 0.3 8,628 +0 5 —
☆LNG funds › CHENIERE ENERGY INC HOLD — 0.0% -0.0% 0.3 1,325 +0 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.3 2,686 +2 5 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.3 490 +490 1 —
☆DJP funds › BARCLAYS BANK PLC HOLD — 0.0% -0.0% 0.3 7,072 +0 5 —
☆EBND funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.3 14,424 +211 4 —
☆XYZ funds › BLOCK INC HOLD — 0.0% +0.0% 0.3 3,964 +0 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.3 12,823 +131 5 —
☆NYM funds › AB ACTIVE ETFS INC ADD ETP 0.0% -0.0% 0.3 11,674 +87 3 —
☆HYG funds › ISHARES TR ADD — 0.0% -0.0% 0.3 3,597 +54 5 —
☆GLW funds › CORNING INC NEW — 0.0% +0.0% 0.3 1,107 +1,107 1 —
☆XLU funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.3 6,120 +0 5 —
☆MUB funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,572 +12 5 —
☆USRT funds › ISHARES TR ADD — 0.0% +0.0% 0.3 4,049 +73 5 —
☆DHS funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.3 2,362 +10 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.3 2,026 -459 5 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.3 12,921 -695 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 0.3 1,680 -8 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% +0.0% 0.3 838 -60 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.3 2,890 +19 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD ADD — 0.0% -0.0% 0.2 3,300 +28 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS NEW — 0.0% +0.0% 0.2 5,102 +5,102 1 —
☆IVW funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 1,795 +0 5 —
☆SHY funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 3,000 +0 5 —
☆KRE funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.2 3,277 +19 5 —
☆SLB funds › SLB LIMITED TRIM — 0.0% -0.0% 0.2 5,223 -73 3 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC TRIM — 0.0% -0.0% 0.2 1,076 -1,043 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.2 1,081 +1,081 1 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.2 1,388 +0 2 —
☆AMGN funds › AMGEN INC HOLD — 0.0% -0.0% 0.2 646 +0 5 —
☆ICF funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 3,400 +0 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.0% -0.0% 0.2 3,122 -599 5 —
☆DHR funds › DANAHER CORP DEL HOLD — 0.0% -0.0% 0.2 1,173 +0 5 —
☆QQEW funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.2 1,400 +1,400 1 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.0% -0.0% 0.2 433 +0 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD HOLD — 0.0% -0.0% 0.2 2,297 +0 5 —
☆VSDM funds › VANGUARD MUN BD FDS HOLD — 0.0% -0.0% 0.2 2,850 +0 4 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 0.0% -0.0% 0.2 6,805 +0 2 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.2 1,269 +1,269 1 —
☆OXY funds › OCCIDENTAL PETE CORP TRIM — 0.0% -0.0% 0.2 4,457 -462 5 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. NEW — 0.0% +0.0% 0.2 2,368 +2,368 1 —
☆MS funds › MORGAN STANLEY NEW — 0.0% +0.0% 0.2 1,032 +1,032 1 —
☆GM funds › GENERAL MTRS CO ADD — 0.0% +0.0% 0.2 2,789 +7 3 —
☆DIS funds › DISNEY WALT CO TRIM — 0.0% -0.0% 0.2 2,233 -50 5 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.0% -0.0% 0.2 2,320 +3 5 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.2 600 -18 4 —
☆IRT funds › INDEPENDENCE RLTY TR INC HOLD — 0.0% +0.0% 0.2 12,639 +0 5 —
☆EFR funds › EATON VANCE SR FLTNG RTE TR HOLD — 0.0% -0.0% 0.2 19,883 +0 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN NEW — 0.0% +0.0% 0.2 929 +929 1 —
☆VDC funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.2 912 +2 5 —
☆ETHB funds › ISHARES STAKED ETHEREUM TR E NEW — 0.0% +0.0% 0.2 10,000 +10,000 1 —
☆SPMD funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.2 2,987 +2,987 1 —
☆LQD funds › ISHARES TR ADD — 0.0% -0.0% 0.2 1,790 +4 5 —
☆AVIG funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.2 4,595 +0 5 —
☆ETHA funds › ISHARES ETHEREUM TR ADD — 0.0% +0.0% 0.2 15,707 +5,000 3 —
☆DOL funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.2 2,461 +33 5 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.2 2,742 +17 5 —
☆CMF funds › ISHARES TR ADD — 0.0% -0.0% 0.2 3,102 +23 5 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.2 2,130 +97 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.2 5,791 +1,757 5 —
☆VSGX funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 0.2 2,033 +0 5 —
☆IEUR funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 2,189 +0 5 —
☆BB funds › BLACKBERRY LTD NEW — 0.0% +0.0% 0.2 12,250 +12,250 1 —
☆IAT funds › ISHARES TR ADD — 0.0% +0.0% 0.2 2,473 +16 5 —
☆DGRO funds › ISHARES TR ADD — 0.0% +0.0% 0.2 2,002 +8 5 —
☆IYY funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 800 +0 5 —
☆IJK funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,200 +0 5 —
☆MCHI funds › ISHARES TR ADD — 0.0% +0.0% 0.1 2,749 +1,055 5 —
☆HLN funds › HALEON PLC TRIM — 0.0% -0.0% 0.1 14,725 -160 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.1 2,931 +21 5 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 2,578 -1,892 5 —
☆GBDC funds › GOLUB CAP BDC INC HOLD — 0.0% -0.0% 0.1 10,000 +0 5 —
☆NOW funds › SERVICENOW INC NEW — 0.0% +0.0% 0.1 1,293 +1,293 1 —
☆DXIV funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.1 1,784 +21 4 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.1 651 +0 5 —
☆COIN funds › COINBASE GLOBAL INC NEW — 0.0% +0.0% 0.1 804 +804 1 —
☆VAW funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 511 +0 5 —
☆DFSE funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.1 2,377 +124 5 —
☆HYS funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.1 1,230 +0 5 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 3,167 +0 5 —
☆DFSB funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.1 2,161 +22 5 —
☆IWS funds › ISHARES TR ADD — 0.0% +0.0% 0.1 682 +3 5 —
☆VDE funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 743 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 3,399 -1,761 5 —
☆IPAC funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 1,291 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 1,962 +7 2 —
☆DFSU funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 0.1 2,132 +504 5 —
☆IJT funds › ISHARES TR HOLD — 0.0% +0.0% 0.1 540 +0 5 —
☆VPU funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 457 +0 5 —
☆EWX funds › SPDR INDEX SHS FDS HOLD — 0.0% +0.0% 0.1 1,203 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.1 1,106 +384 5 —
☆IEI funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 712 +0 5 —
☆RWO funds › SPDR INDEX SHS FDS HOLD — 0.0% +0.0% 0.1 1,591 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.1 480 +0 5 —
☆AGG funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 730 -968 5 —
☆FNDF funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 1,200 +0 5 —
☆VFH funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.1 466 +3 5 —
☆VIS funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.1 167 +1 5 —
☆SLYV funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.1 540 +0 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.1 631 +505 2 —
☆GWX funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.1 1,202 +1,163 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 283 +0 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS HOLD — 0.0% -0.0% 0.0 625 +0 5 —
☆DEXC funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.0 500 +0 2 —
☆SCHQ funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 1,139 +0 5 —
☆NXTC funds › NEXTCURE INC HOLD — 0.0% -0.0% 0.0 21,833 +0 3 —
☆HYMB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 1,246 +0 5 —
☆IGIB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 570 +0 5 —
☆SCHA funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 800 +0 5 —
☆XAR funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 100 +0 3 —
☆SPSB funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 836 +836 1 —
☆IWV funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 55 +0 5 —
☆IEF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 242 +0 5 —
☆SPYV funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 328 +0 5 —
☆INDA funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 370 +0 5 —
☆SPIP funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 700 +0 5 —
☆SHV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 134 +0 5 —
☆COPX funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 188 +0 2 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.0 200 +0 5 —
☆GNR funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆INVZ funds › INNOVIZ TECHNOLOGIES LTD HOLD — 0.0% +0.0% 0.0 15,000 +0 5 —
☆FXI funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 349 +0 5 —
☆IGM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 67 +0 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.0 200 +2 4 —
☆BWZ funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 325 +0 5 —
☆IBB funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 37 +0 5 —
☆AVLC funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 64 +64 1 —
☆SCHP funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 216 +0 5 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 55 +0 2 —
☆MBB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 41 +0 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 78 +0 5 —
☆CUSIP:674599162 funds › OCCIDENTAL PETE CORP HOLD — 0.0% -0.0% 0.0 83 +0 5 —
☆GOVT funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 55 +0 5 —
☆GSK funds › GSK PLC EXIT — 0.0% -0.0% 0.0 0 -6,520 0 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.0% 0.0 0 -1,111 0 —
☆TER funds › TERADYNE INC EXIT — 0.0% -0.4% 0.0 0 -15,057 0 —
☆FERG funds › FERGUSON ENTERPRISES INC EXIT — 0.0% -0.0% 0.0 0 -1,187 0 —
☆RZV funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -650 0 —
☆BBCA funds › J P MORGAN EXCHANGE TRADED F EXIT — 0.0% -0.0% 0.0 0 -34 0 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.0% 0.0 0 -71 0 —
☆MCK funds › MCKESSON CORP EXIT — 0.0% -0.0% 0.0 0 -251 0 —
☆AMAT funds › APPLIED MATLS INC EXIT — 0.0% -0.4% 0.0 0 -15,305 0 —
☆JNK funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -3,630 0 —
☆BBH funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -35 0 —
☆NTSX funds › WISDOMTREE TR EXIT — 0.0% -0.0% 0.0 0 -4,042 0 —
☆CAMT funds › CAMTEK LTD EXIT — 0.0% -0.1% 0.0 0 -5,000 0 —
☆AMLP funds › ALPS ETF TR EXIT ETP 0.0% -0.0% 0.0 0 -5,846 0 —
☆FANG funds › DIAMONDBACK ENERGY INC EXIT — 0.0% -0.0% 0.0 0 -1,116 0 —
☆PALL funds › ABRDN PALLADIUM ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -2,241 0 —
☆BSOL funds › BITWISE SOLANA STAKING ETF EXIT — 0.0% -0.0% 0.0 0 -20,000 0 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN EXIT — 0.0% -0.0% 0.0 0 -5,708 0 —
☆EWJ funds › ISHARES INC EXIT — 0.0% -0.0% 0.0 0 -30 0 —
☆QQQ funds › INVESCO QQQ TR EXIT — 0.0% -0.6% 0.0 0 -12,591 0 —
☆IGV funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -200 0 —
☆VOO funds › VANGUARD INDEX FDS EXIT — 0.0% -3.3% 0.0 0 -68,007 0 —
☆SOXQ funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.0% 0.0 0 -33 0 —
☆LIN funds › LINDE PLC EXIT — 0.0% -0.0% 0.0 0 -479 0 —
☆KLIC funds › KULICKE & SOFFA INDS INC EXIT — 0.0% -0.1% 0.0 0 -25,000 0 —
☆ETN funds › EATON CORP PLC EXIT — 0.0% -0.0% 0.0 0 -687 0 —
☆PKW funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -600 0 —
☆ARES funds › ARES MANAGEMENT CORPORATION EXIT — 0.0% -0.0% 0.0 0 -652 0 —
☆SCHK funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -4,442 0 —
☆ADBE funds › ADOBE INC EXIT — 0.0% -0.0% 0.0 0 -837 0 —
☆NTSE funds › WISDOMTREE TR EXIT — 0.0% -0.0% 0.0 0 -1,861 0 —
☆SARK funds › INVESTMENT MANAGERS SER TR I EXIT — 0.0% -0.0% 0.0 0 -10,000 0 —
☆AME funds › AMETEK INC EXIT — 0.0% -0.1% 0.0 0 -3,375 0 —
☆CUSIP:97717Y634 funds › WISDOMTREE TR EXIT — 0.0% -0.0% 0.0 0 -2,860 0 —
☆BX funds › BLACKSTONE INC EXIT — 0.0% -0.0% 0.0 0 -3,858 0 —
☆AVGO funds › BROADCOM INC EXIT — 0.0% -0.1% 0.0 0 -4,063 0 —
☆PWB funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -3,300 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -1,124 0 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.1% 0.0 0 -10,028 0 —
☆GLD funds › SPDR GOLD TR EXIT — 0.0% -1.0% 0.0 0 -28,476 0 —
☆IRM funds › IRON MTN INC DEL EXIT — 0.0% -0.0% 0.0 0 -2,725 0 —
☆PEY funds › INVESCO EXCHANGE TRADED FD T EXIT — 0.0% -0.0% 0.0 0 -1,245 0 —
☆CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC EXIT — 0.0% -0.0% 0.0 0 -141 0 —
☆CUT funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.0% 0.0 0 -18,238 0 —
☆DUK funds › DUKE ENERGY CORP NEW EXIT — 0.0% -0.0% 0.0 0 -2,316 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 1,287 347 0.09 52% 0.048 0.676 — in
2026Q1 1,250 372 0.08 51% 0.044 0.679 — in
2025Q4 1,214 344 0.08 53% 0.050 0.662 — in
2025Q3 1,302 378 0.07 52% 0.047 0.675 — in
2025Q2 1,157 349 0.05 55% 0.055 0.761 — entered
2025Q1 1,033 343 0.00 55% 0.055 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