Fund Universe

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☆Leo Wealth, LLC

CIK 0001912202 · holdings for 2026Q1 (change vs 2025Q4) · in signal universe
Quality Q
0.425
AUM ($M)
1,377
Positions
452
Turnover
0.12
Top-10 wt
33%
Herfindahl
0.016
History (qtrs)
5
Excess Return
—

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Quarter
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Security type

Holdings · 484 positions · portfolio value $1,377M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 5.6% -0.4% 77.8 692,530 -1,635 4 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 4.0% -0.4% 55.4 442,595 -16,587 4 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 3.8% -0.1% 52.5 471,880 -11,937 4 —
☆VSGX funds › VANGUARD WORLD FD TRIM — 3.6% -0.8% 49.8 693,587 -147,404 4 —
☆IEF funds › ISHARES TR ADD — 3.2% +0.3% 44.3 464,602 +46,650 4 —
☆AFRM funds › AFFIRM HLDGS INC TRIM — 3.1% -1.9% 42.4 924,622 -83 4 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 3.0% +0.5% 41.8 171,116 +1,112 4 —
☆LQD funds › ISHARES TR ADD — 2.4% +0.5% 33.2 304,760 +65,990 4 —
☆SPYM funds › SPDR SERIES TRUST ADD — 2.3% -0.1% 32.1 419,144 +6,257 2 —
☆AAPL funds › APPLE INC TRIM — 2.2% -0.2% 30.3 119,197 -4,930 4 —
☆AMZN funds › AMAZON COM INC TRIM — 2.0% -0.3% 27.1 130,025 -3,073 4 —
☆JMBS funds › JANUS DETROIT STR TR ADD — 1.9% +0.5% 26.8 594,085 +159,837 4 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 1.8% +0.2% 24.1 786,706 -16,057 4 —
☆JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM — 1.4% -0.3% 19.9 263,346 -50,405 4 —
☆USFR funds › WISDOMTREE TR TRIM — 1.3% -0.4% 17.5 344,162 -110,975 4 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 1.2% -0.1% 17.2 590,246 +16,350 2 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F TRIM — 1.1% -0.1% 15.6 243,451 -13,460 2 —
☆MSFT funds › MICROSOFT CORP ADD — 1.1% -0.3% 15.5 41,752 +1,393 4 —
☆CEMB funds › ISHARES INC ADD — 1.1% +0.4% 15.4 339,200 +119,638 4 —
☆IBND funds › SPDR SERIES TRUST NEW — 1.0% +1.0% 14.4 462,961 +462,961 1 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.0% -0.2% 13.7 166,263 -23,852 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.9% -0.0% 12.9 26,841 +395 4 —
☆LEMB funds › ISHARES INC ADD — 0.9% +0.5% 12.6 308,966 +171,394 4 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC ADD — 0.9% +0.3% 12.4 54,660 +13,454 4 —
☆EMXC funds › ISHARES INC NEW — 0.9% +0.9% 12.3 156,642 +156,642 1 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.9% -0.0% 12.2 69,875 +1,631 4 —
☆GEV funds › GE VERNOVA INC ADD — 0.8% +0.8% 11.4 13,052 +12,735 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.8% +0.1% 11.4 19,061 +2,301 4 —
☆WSML funds › ISHARES TR NEW — 0.8% +0.8% 11.3 362,440 +362,440 1 —
☆IXJ funds › ISHARES TR TRIM — 0.8% -0.2% 11.2 119,699 -27,099 4 —
☆VUG funds › VANGUARD INDEX FDS TRIM — 0.8% -0.1% 10.7 24,555 -736 4 —
☆HEQT funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.8% -0.0% 10.5 333,880 +2,374 2 —
☆GCC funds › WISDOMTREE TR TRIM — 0.8% +0.1% 10.4 436,173 -12,775 4 —
☆MCD funds › MCDONALDS CORP ADD — 0.7% +0.0% 9.0 29,070 +75 4 —
☆BSJT funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.6% -0.0% 8.8 418,693 -2,755 2 —
☆TLT funds › ISHARES TR ADD — 0.6% +0.1% 8.6 99,099 +15,083 4 —
☆BSJQ funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.6% +0.0% 8.6 369,699 +6,341 2 —
☆BSJS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.6% -0.0% 8.3 383,914 +2,641 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.6% -0.0% 8.1 37,720 -807 4 —
☆GOOGL funds › ALPHABET INC ADD — 0.6% -0.0% 8.1 28,148 +468 4 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.6% -0.0% 7.9 12,147 -196 4 —
☆DBAW funds › DBX ETF TR ADD — 0.6% +0.1% 7.7 180,481 +11,807 2 —
☆BSJV funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.5% +0.0% 7.3 282,511 +7,973 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.5% -0.0% 7.3 12,568 -92 4 —
☆BLK funds › BLACKROCK INC ADD — 0.5% -0.1% 7.2 7,444 +10 4 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.5% -0.0% 6.4 99,867 -6,969 4 —
☆DIVO funds › AMPLIFY ETF TR ADD — 0.5% +0.1% 6.4 141,847 +25,103 2 —
☆IVV funds › ISHARES TR TRIM — 0.5% -0.1% 6.2 9,492 -964 4 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.4% +0.1% 6.1 35,768 -2,610 4 —
☆FLCH funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.4% -0.2% 5.5 247,270 -78,708 4 —
☆IJR funds › ISHARES TR TRIM — 0.4% +0.0% 5.3 42,467 -632 4 —
☆JCPB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.4% +0.0% 5.1 108,334 +2,304 2 —
☆IBDT funds › ISHARES TR ADD — 0.4% +0.0% 5.0 195,552 +2,109 4 —
☆IBDS funds › ISHARES TR ADD — 0.4% +0.0% 4.9 203,315 +5,716 4 —
☆GOOG funds › ALPHABET INC TRIM — 0.4% -0.1% 4.9 17,035 -1,283 4 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.4% -0.1% 4.8 9,691 -15 4 —
☆IVE funds › ISHARES TR ADD — 0.3% -0.0% 4.7 22,355 +14 4 —
☆AVGO funds › BROADCOM INC TRIM — 0.3% -0.0% 4.7 15,130 -249 4 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.3% +0.1% 4.7 92,748 +4,608 4 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.3% -0.0% 4.6 237,498 -12,602 2 —
☆GLD funds › SPDR GOLD TR ADD — 0.3% +0.0% 4.6 10,683 +364 4 —
☆EMR funds › EMERSON ELEC CO ADD — 0.3% +0.1% 4.6 35,024 +13,769 2 —
☆T funds › AT&T INC ADD — 0.3% +0.1% 4.6 157,634 +19,547 4 —
☆CERY funds › SPDR SERIES TRUST ADD — 0.3% +0.1% 4.5 127,061 +5,274 4 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 4.5 178,226 -770 4 —
☆IBDU funds › ISHARES TR ADD — 0.3% +0.0% 4.4 191,154 +17,211 4 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 4.4 22,437 -1,970 4 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.3% -0.0% 4.4 17,986 +1,678 4 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 4.3 13,440 -526 4 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.3% +0.1% 4.2 20,423 +873 4 —
☆BIIB funds › BIOGEN INC ADD — 0.3% +0.1% 4.2 22,737 +4,604 4 —
☆META funds › META PLATFORMS INC TRIM — 0.3% -0.1% 4.1 7,154 -235 4 —
☆CSCO funds › CISCO SYS INC TRIM — 0.3% -0.0% 4.1 52,642 -2,211 4 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.3% +0.1% 4.0 65,938 +13,804 4 —
☆WMT funds › WALMART INC TRIM — 0.3% +0.0% 3.9 31,404 -1,510 4 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.3% +0.1% 3.8 28,694 +2,796 4 —
☆IWF funds › ISHARES TR TRIM — 0.3% -0.0% 3.6 8,543 -2 4 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 3.5 16,154 +766 4 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 3.4 62,327 -36 4 —
☆IBDR funds › ISHARES TR ADD — 0.2% +0.0% 3.3 137,080 +1,406 4 —
☆NFLX funds › NETFLIX INC. ADD — 0.2% +0.1% 3.3 34,188 +7,108 4 —
☆MGC funds › VANGUARD WORLD FD TRIM — 0.2% -0.0% 3.3 13,878 -252 2 —
☆XSOE funds › WISDOMTREE TR ADD — 0.2% +0.1% 3.2 80,130 +16,684 4 —
☆NEA funds › NUVEEN AMT FREE QLTY MUN INC ADD — 0.2% +0.0% 3.2 283,141 +51,617 4 —
☆VGM funds › INVESCO TR INVT GRADE MUNS ADD — 0.2% +0.0% 3.2 319,284 +58,234 4 —
☆LLY funds › ELI LILLY & CO ADD — 0.2% -0.0% 3.1 3,398 +291 4 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC NEW — 0.2% +0.2% 3.1 131,440 +131,440 1 —
☆MMU funds › WESTERN ASSET MANAGED MUNS F ADD — 0.2% +0.0% 3.1 299,771 +52,556 4 —
☆MRK funds › MERCK & CO INC TRIM — 0.2% +0.0% 3.0 24,749 -2,099 4 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.2% +0.0% 2.9 31,816 -565 4 —
☆PFE funds › PFIZER INC TRIM — 0.2% -0.0% 2.9 104,084 -31,777 4 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 0.2% -0.0% 2.9 37,725 -8,037 4 —
☆MYI funds › BLACKROCK MUNIYIELD QUALITY NEW — 0.2% +0.2% 2.9 274,876 +274,876 1 —
☆DGRO funds › ISHARES TR TRIM — 0.2% -0.0% 2.9 40,692 -542 4 —
☆MHD funds › BLACKROCK MUNIHOLDINGS FD IN NEW — 0.2% +0.2% 2.8 251,331 +251,331 1 —
☆IMCG funds › ISHARES TR TRIM — 0.2% -0.0% 2.8 35,794 -567 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.2% +0.0% 2.8 2,829 +94 4 —
☆IBDV funds › ISHARES TR ADD — 0.2% +0.0% 2.7 123,651 +12,227 4 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.2% +0.1% 2.7 13,542 +10,366 4 —
☆KVUE funds › KENVUE INC ADD — 0.2% +0.0% 2.7 155,156 +1,161 4 —
☆ESGU funds › ISHARES TR ADD — 0.2% -0.0% 2.7 18,870 +497 4 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.2% -0.0% 2.5 3,012 -142 4 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.2% +0.1% 2.5 87,196 +45,120 4 —
☆NVS funds › NOVARTIS AG TRIM — 0.2% +0.0% 2.4 15,866 -562 4 —
☆ASML funds › ASML HLDG NV TRIM — 0.2% +0.0% 2.4 1,787 -112 2 —
☆SIVR funds › ABRDN SILVER ETF TRUST ADD — 0.2% +0.0% 2.4 32,858 +2,108 4 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% +0.0% 2.3 42,713 -7 4 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.2% -0.0% 2.3 7,847 -772 4 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.0% 2.3 45,423 -3,516 4 —
☆SHEL funds › SHELL PLC ADD — 0.2% +0.0% 2.3 24,477 +1,322 4 —
☆TSLA funds › TESLA INC ADD — 0.2% -0.0% 2.3 6,098 +233 4 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 2.2 7,493 +504 4 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.2% -0.0% 2.2 4,827 -25 4 —
☆TTE funds › TOTALENERGIES SE TRIM — 0.2% +0.0% 2.2 24,300 -1,329 2 —
☆IJH funds › ISHARES TR TRIM — 0.2% +0.0% 2.2 32,560 -551 4 —
☆LMND funds › LEMONADE INC TRIM — 0.2% -0.0% 2.1 34,174 -358 2 —
☆BKNG funds › BOOKING HOLDINGS INC TRIM — 0.2% -0.1% 2.1 497 -129 4 —
☆IBTI funds › ISHARES TR TRIM — 0.1% -0.0% 2.0 91,393 -12,468 4 —
☆IQLT funds › ISHARES TR ADD — 0.1% +0.0% 2.0 43,879 +193 2 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.1% +0.1% 2.0 20,716 +8,124 4 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 2.0 119,184 +2,028 2 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD TRIM — 0.1% -0.0% 2.0 99,759 -5,264 4 —
☆ES funds › EVERSOURCE ENERGY ADD — 0.1% +0.1% 1.9 27,827 +23,017 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% +0.0% 1.9 3,147 +164 4 —
☆EXC funds › EXELON CORP ADD — 0.1% +0.0% 1.9 38,416 +2,960 4 —
☆GIS funds › GENERAL MILLS INC ADD — 0.1% +0.0% 1.9 50,508 +23,264 4 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 1.9 12,671 -1,381 4 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% +0.0% 1.9 25,250 +1,751 4 —
☆IBTH funds › ISHARES TR TRIM — 0.1% -0.0% 1.9 83,036 -13,091 4 —
☆BABA funds › ALIBABA GROUP HLDG LTD ADD — 0.1% -0.0% 1.9 14,813 +104 4 —
☆RHLD funds › RESOLUTE HLDGS MGMT INC ADD — 0.1% -0.0% 1.8 11,383 +544 2 —
☆VOD funds › VODAFONE GROUP PLC TRIM — 0.1% +0.0% 1.8 122,823 -8,380 4 —
☆SNY funds › SANOFI SA ADD — 0.1% +0.0% 1.8 38,079 +5,535 4 —
☆IBTJ funds › ISHARES TR ADD — 0.1% +0.0% 1.8 82,436 +14,097 4 —
☆V funds › VISA INC ADD — 0.1% -0.0% 1.8 5,880 +463 4 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 1.8 12,263 -1,584 4 —
☆HYDB funds › ISHARES TR ADD — 0.1% -0.0% 1.7 36,902 +82 2 —
☆IWR funds › ISHARES TR ADD — 0.1% +0.0% 1.7 17,630 +48 4 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.1% +0.0% 1.7 13,017 +357 4 —
☆BCE funds › BCE INC NEW — 0.1% +0.1% 1.7 67,476 +67,476 1 —
☆VICI funds › VICI PPTYS INC ADD — 0.1% +0.0% 1.7 61,626 +25,283 4 —
☆PRU funds › PRUDENTIAL FINL INC NEW — 0.1% +0.1% 1.7 17,118 +17,118 1 —
☆IWY funds › ISHARES TR TRIM — 0.1% -0.0% 1.7 6,663 -511 2 —
☆ACWX funds › ISHARES TR ADD — 0.1% +0.0% 1.7 24,117 +510 4 —
☆KOF funds › COCA-COLA FEMSA SAB DE CV TRIM — 0.1% +0.0% 1.6 16,481 -510 4 —
☆GSK funds › GSK PLC TRIM — 0.1% -0.0% 1.6 28,737 -3,829 3 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.1% +0.0% 1.6 31,206 +1,355 4 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 1.5 20,348 -10,111 4 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.0% 1.5 3,610 -236 4 —
☆IGSB funds › ISHARES TR TRIM — 0.1% -0.0% 1.5 28,786 -954 4 —
☆ICLO funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.1% +0.1% 1.5 58,356 +47,740 2 —
☆DBB funds › INVESCO DB MULTI-SECTOR COMM ADD — 0.1% +0.0% 1.5 61,894 +2,447 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.0% 1.4 28,577 -2,012 4 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.1% +0.0% 1.4 40,343 +13,427 2 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.1% +0.1% 1.4 4,028 +2,475 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 1.4 9,821 +197 4 —
☆HD funds › HOME DEPOT INC TRIM — 0.1% -0.0% 1.3 4,104 -408 4 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 1.3 4,364 -729 4 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.1% -0.0% 1.3 9,048 -5,849 4 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.1% +0.0% 1.3 5,479 +322 4 —
☆FE funds › FIRSTENERGY CORP TRIM — 0.1% -0.1% 1.2 24,620 -31,020 4 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.1% -0.0% 1.2 32,348 +5,141 4 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.1% +0.0% 1.2 6,090 +869 4 —
☆GE funds › GE AEROSPACE ADD — 0.1% -0.0% 1.2 4,294 +51 4 —
☆DECK funds › DECKERS OUTDOOR CORP ADD — 0.1% -0.0% 1.2 11,704 +47 4 —
☆EFA funds › ISHARES TR ADD — 0.1% +0.0% 1.2 12,004 +1 4 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L ADD — 0.1% +0.0% 1.2 30,404 +444 4 —
☆SGOV funds › ISHARES TR ADD — 0.1% +0.0% 1.1 11,394 +788 3 —
☆EOG funds › EOG RES INC ADD — 0.1% +0.1% 1.1 7,818 +4,615 4 —
☆ALL funds › ALLSTATE CORP ADD — 0.1% +0.0% 1.1 5,355 +611 3 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.1% -0.0% 1.1 642 -207 4 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.1% -0.0% 1.1 15,372 -3,869 2 —
☆BAR funds › GRANITESHARES GOLD TR ADD — 0.1% +0.0% 1.1 23,929 +865 2 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 1.1 1,531 +27 2 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 1.1 57,645 +648 2 —
☆PEP funds › PEPSICO INC ADD — 0.1% +0.0% 1.1 6,890 +561 4 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 1.1 21,313 +4,886 2 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.1% 1.0 10,155 -6,484 4 —
☆AGG funds › ISHARES TR ADD — 0.1% +0.0% 1.0 10,466 +71 4 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% -0.0% 1.0 20,563 -1,696 4 —
☆SPYD funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 1.0 22,495 +9,549 2 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.1% +0.0% 1.0 15,469 -1,340 4 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% +0.0% 1.0 6,062 +110 4 —
☆SO funds › SOUTHERN CO ADD — 0.1% +0.0% 1.0 10,280 +123 4 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 1.0 8,739 +296 4 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.1% -0.0% 1.0 4,997 +621 4 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.1% +0.1% 1.0 3,364 +3,364 1 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC HOLD — 0.1% +0.0% 1.0 8,478 +0 4 —
☆BSJR funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% -0.0% 0.9 42,385 +318 2 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.9 5,081 +70 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% +0.0% 0.9 2,763 +296 4 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% +0.0% 0.9 15,081 +457 4 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.1% -0.0% 0.9 6,315 -300 4 —
☆DBE funds › INVESCO DB MULTI-SECTOR COMM ADD — 0.1% +0.0% 0.9 31,247 +956 4 —
☆LQDH funds › ISHARES U S ETF TR TRIM — 0.1% -1.7% 0.9 9,857 -252,518 4 —
☆VGT funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 0.9 1,296 -27 2 —
☆ROST funds › ROSS STORES INC ADD — 0.1% +0.0% 0.9 4,099 +371 2 —
☆RTX funds › RTX CORPORATION ADD — 0.1% +0.0% 0.9 4,544 +177 2 —
☆TEL funds › TE CONNECTIVITY PLC NEW — 0.1% +0.1% 0.9 4,165 +4,165 1 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC ADD — 0.1% +0.0% 0.9 11,260 +429 2 —
☆IWM funds › ISHARES TR ADD — 0.1% +0.0% 0.8 3,396 +393 4 —
☆PANW funds › PALO ALTO NETWORKS INC TRIM — 0.1% -0.0% 0.8 5,235 -111 4 —
☆CRM funds › SALESFORCE INC TRIM — 0.1% -0.0% 0.8 4,436 -1,202 2 —
☆IBDW funds › ISHARES TR TRIM — 0.1% -0.0% 0.8 39,496 -5,239 4 —
☆GLW funds › CORNING INC ADD — 0.1% +0.0% 0.8 5,962 +115 4 —
☆SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW NEW — 0.1% +0.1% 0.8 49,854 +49,854 1 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO ADD — 0.1% -0.0% 0.8 13,053 +1,253 4 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 0.8 5,429 -435 4 —
☆SLV funds › ISHARES SILVER TR ADD — 0.1% +0.0% 0.8 11,702 +4,037 2 —
☆DVY funds › ISHARES TR ADD — 0.1% +0.0% 0.8 5,233 +27 4 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.8 10,498 +5,303 4 —
☆IEMG funds › ISHARES INC ADD — 0.1% +0.0% 0.8 11,204 +534 4 —
☆EVTR funds › MORGAN STANLEY ETF TRUST ADD — 0.1% +0.0% 0.8 15,295 +580 2 —
☆EXG funds › EATON VANCE TAX-MANAGED GLOB HOLD — 0.1% -0.0% 0.8 88,886 +0 4 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 0.8 9,810 -1,895 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 0.8 9,115 +633 4 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.8 13,290 +57 2 —
☆OKE funds › ONEOK INC NEW ADD — 0.1% +0.0% 0.8 8,333 +3,429 2 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 3,398 -76 4 —
☆VONE funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% +0.0% 0.7 2,457 +750 2 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.1% +0.0% 0.7 2,838 -201 4 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.1% +0.0% 0.7 3,306 -76 4 —
☆EW funds › EDWARDS LIFESCIENCES CORP ADD — 0.1% -0.0% 0.7 8,805 +293 4 —
☆ENB funds › ENBRIDGE INC ADD — 0.1% +0.0% 0.7 12,735 +2,049 2 —
☆ONEQ funds › FIDELITY COMWLTH TR HOLD — 0.0% -0.0% 0.7 7,950 +0 4 —
☆BKLN funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.7 32,884 +14,212 2 —
☆BAC funds › BANK AMERICA CORP TRIM — 0.0% -0.0% 0.7 13,666 -377 4 —
☆AMGN funds › AMGEN INC ADD — 0.0% +0.0% 0.7 1,863 +36 4 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.7 10,925 -855 2 —
☆BA funds › BOEING CO ADD — 0.0% +0.0% 0.6 3,249 +602 4 —
☆CMI funds › CUMMINS INC TRIM — 0.0% +0.0% 0.6 1,195 -54 4 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% -0.0% 0.6 8,813 +646 2 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.6 6,356 -68 2 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.6 8,797 -3,400 4 —
☆BX funds › BLACKSTONE INC ADD — 0.0% -0.0% 0.6 5,419 +399 4 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.0% 0.6 2,558 -229 4 —
☆CUSIP:436440101 funds › HOLOGIC INC ADD — 0.0% +0.0% 0.6 8,220 +238 4 —
☆CCJ funds › CAMECO CORP ADD — 0.0% +0.0% 0.6 5,683 +65 4 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.0% -0.0% 0.6 2,353 -128 2 —
☆GLP funds › GLOBAL PARTNERS LP HOLD — 0.0% +0.0% 0.6 14,500 +0 4 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.6 12,589 -831 4 —
☆VFH funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.6 5,017 +4 4 —
☆REMX funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.6 6,836 +303 2 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.6 13,058 +2,333 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.0% -0.0% 0.6 1,509 +2 4 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% +0.0% 0.6 4,459 +175 2 —
☆IEFA funds › ISHARES TR ADD — 0.0% +0.0% 0.6 6,285 +236 4 —
☆IBTK funds › ISHARES TR ADD — 0.0% +0.0% 0.6 28,708 +2,596 4 —
☆ACWI funds › ISHARES TR ADD — 0.0% +0.0% 0.6 4,089 +247 4 —
☆SHOP funds › SHOPIFY INC ADD — 0.0% +0.0% 0.6 4,663 +2,698 4 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.6 11,731 +1,151 4 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.6 21,452 -493 2 —
☆BSJU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% +0.0% 0.5 21,043 +1,481 2 —
☆SNPS funds › SYNOPSYS INC NEW — 0.0% +0.0% 0.5 1,345 +1,345 1 —
☆FLQM funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.0% -0.0% 0.5 9,747 -8,468 2 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.0% -0.0% 0.5 865 -55 4 —
☆BBJP funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.5 7,601 +1,490 4 —
☆ET funds › ENERGY TRANSFER L P TRIM — 0.0% -0.0% 0.5 27,176 -13,966 2 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.0% +0.0% 0.5 25,463 +769 2 —
☆ZETA funds › ZETA GLOBAL HOLDINGS CORP TRIM — 0.0% -0.0% 0.5 32,469 -765 2 —
☆FLOT funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 10,067 -1,999 3 —
☆ITM funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.5 11,038 +0 2 —
☆IBTL funds › ISHARES TR ADD — 0.0% +0.0% 0.5 24,947 +139 4 —
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.0% -0.0% 0.5 5,945 -5,630 4 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.0% +0.0% 0.5 1,096 +699 2 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.5 5,872 +5,872 1 —
☆ETN funds › EATON CORP PLC ADD — 0.0% +0.0% 0.5 1,404 +43 2 —
☆FDX funds › FEDEX CORP ADD — 0.0% +0.0% 0.5 1,407 +8 4 —
☆IDV funds › ISHARES TR ADD — 0.0% +0.0% 0.5 11,750 +88 4 —
☆PALL funds › ABRDN PALLADIUM ETF TRUST ADD — 0.0% -0.0% 0.5 3,691 +157 2 —
☆QUAL funds › ISHARES TR ADD — 0.0% -0.0% 0.5 2,582 +83 2 —
☆CME funds › CME GROUP INC ADD — 0.0% +0.0% 0.5 1,673 +170 4 —
☆INTU funds › INTUIT ADD — 0.0% -0.0% 0.5 1,140 +327 4 —
☆WFC funds › WELLS FARGO & CO ADD — 0.0% -0.0% 0.5 6,137 +157 4 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.0% +0.0% 0.5 8,268 +1,430 4 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.5 4,963 +1,658 2 —
☆SMH funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.5 1,261 +4 2 —
☆SPYI funds › NEOS ETF TRUST TRIM — 0.0% -0.0% 0.5 9,774 -25 2 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.0% +0.0% 0.5 8,205 +710 4 —
☆DVYA funds › ISHARES INC TRIM — 0.0% +0.0% 0.5 9,707 -213 2 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.0% +0.0% 0.5 1,355 +134 2 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.5 9,449 -892 4 —
☆IBTG funds › ISHARES TR TRIM — 0.0% -0.0% 0.5 20,335 -1,836 4 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.5 2,228 -44 4 —
☆LOW funds › LOWES COS INC ADD — 0.0% +0.0% 0.5 1,923 +285 2 —
☆LIN funds › LINDE PLC ADD — 0.0% +0.0% 0.4 878 +25 4 —
☆APH funds › AMPHENOL CORP NEW — 0.0% +0.0% 0.4 3,425 +3,425 1 —
☆IBMR funds › ISHARES TR ADD — 0.0% +0.0% 0.4 17,065 +1,541 4 —
☆IVLU funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 10,779 +0 2 —
☆ETHE funds › GRAYSCALE ETHEREUM STAKING E ADD — 0.0% +0.0% 0.4 24,994 +7,533 4 —
☆SCHR funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.4 17,037 +17,037 1 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.4 7,916 +884 4 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.4 7,350 +1,518 4 —
☆MSCI funds › MSCI INC NEW — 0.0% +0.0% 0.4 770 +770 1 —
☆IWX funds › ISHARES TR TRIM — 0.0% -0.0% 0.4 4,452 -398 2 —
☆IGIB funds › ISHARES TR NEW — 0.0% +0.0% 0.4 7,726 +7,726 1 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.4 2,478 +180 4 —
☆IJS funds › ISHARES TR ADD — 0.0% +0.0% 0.4 3,429 +8 4 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.4 4,643 -290 2 —
☆DTE funds › DTE ENERGY CO ADD — 0.0% +0.0% 0.4 2,751 +212 4 —
☆EVRG funds › EVERGY INC ADD — 0.0% +0.0% 0.4 4,900 +1,130 4 —
☆DON funds › WISDOMTREE TR ADD — 0.0% +0.0% 0.4 7,614 +1 2 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 0.4 2,728 -116 4 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.4 2,701 +983 2 —
☆IBTM funds › ISHARES TR ADD — 0.0% +0.0% 0.4 17,225 +96 4 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.0% +0.0% 0.4 2,282 +15 2 —
☆WELL funds › WELLTOWER INC NEW — 0.0% +0.0% 0.4 1,975 +1,975 1 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T NEW — 0.0% +0.0% 0.4 17,274 +17,274 1 —
☆ELA funds › ENVELA CORP HOLD — 0.0% +0.0% 0.4 23,070 +0 2 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.4 7,682 +7,682 1 —
☆AXON funds › AXON ENTERPRISE INC NEW — 0.0% +0.0% 0.4 899 +899 1 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% -0.0% 0.4 1,405 +201 4 —
☆IWN funds › ISHARES TR ADD — 0.0% +0.0% 0.4 2,004 +2 4 —
☆FPE funds › FIRST TR EXCH TRADED FD III NEW — 0.0% +0.0% 0.4 21,353 +21,353 1 —
☆O funds › REALTY INCOME CORP ADD — 0.0% +0.0% 0.4 6,153 +65 4 —
☆ZION funds › ZIONS BANCORPORATION NATL AS TRIM — 0.0% -0.0% 0.4 6,408 -1,899 4 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.4 5,204 +1,736 2 —
☆NOW funds › SERVICENOW INC NEW — 0.0% +0.0% 0.4 3,497 +3,497 1 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.4 3,284 +253 2 —
☆FLKR funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.4 9,030 +9,030 1 —
☆COF funds › CAPITAL ONE FINL CORP NEW — 0.0% +0.0% 0.4 1,964 +1,964 1 —
☆JSCP funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% +0.0% 0.4 7,551 +82 2 —
☆HEFA funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 8,271 +0 4 —
☆MUB funds › ISHARES TR TRIM — 0.0% -0.1% 0.3 3,294 -7,049 2 —
☆DOW funds › DOW HLDGS INC TRIM — 0.0% +0.0% 0.3 8,365 -2,614 2 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% +0.0% 0.3 7,330 +0 2 —
☆GBCI funds › GLACIER BANCORP INC NEW TRIM — 0.0% -0.0% 0.3 7,730 -646 2 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.3 7,282 -1,451 2 —
☆TDG funds › TRANSDIGM GROUP INC NEW — 0.0% +0.0% 0.3 294 +294 1 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.0% +0.0% 0.3 1,753 +97 2 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.3 3,062 -81 2 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.3 2,066 +237 2 —
☆BLV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.3 4,850 -1,025 2 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.3 970 -49 2 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.3 4,307 -918 2 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.3 3,045 +345 2 —
☆ATO funds › ATMOS ENERGY CORP ADD — 0.0% +0.0% 0.3 1,793 +217 2 —
☆AVTR funds › AVANTOR INC ADD — 0.0% -0.0% 0.3 42,246 +3,427 4 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.3 1,608 +5 4 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.3 1,721 +303 3 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC TRIM — 0.0% -0.0% 0.3 1,618 -125 4 —
☆ARTY funds › ISHARES TR ADD — 0.0% +0.0% 0.3 7,036 +316 2 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% -0.0% 0.3 2,535 -1,028 4 —
☆OMC funds › OMNICOM GROUP INC ADD — 0.0% -0.0% 0.3 4,303 +42 2 —
☆OTF funds › BLUE OWL TECHNOLOGY FIN CORP ADD — 0.0% +0.0% 0.3 26,153 +12,240 2 —
☆ASX funds › ASE TECHNOLOGY HLDG CO LTD ADD — 0.0% +0.0% 0.3 14,940 +599 4 —
☆HYGH funds › ISHARES U S ETF TR TRIM — 0.0% -0.0% 0.3 3,742 -99 3 —
☆BTI funds › BRITISH AMERN TOB PLC ADD — 0.0% +0.0% 0.3 5,467 +318 2 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.3 2,190 +13 4 —
☆STWD funds › STARWOOD PPTY TR INC TRIM — 0.0% -0.0% 0.3 18,525 -3,816 4 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A NEW — 0.0% +0.0% 0.3 650 +650 1 —
☆TGT funds › TARGET CORP NEW — 0.0% +0.0% 0.3 2,592 +2,592 1 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.3 13,510 +335 2 —
☆BG funds › BUNGE GLOBAL SA ADD — 0.0% +0.0% 0.3 2,459 +132 2 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.3 3,766 +365 4 —
☆BSX funds › BOSTON SCIENTIFIC CORP NEW — 0.0% +0.0% 0.3 4,843 +4,843 1 —
☆IWO funds › ISHARES TR ADD — 0.0% -0.0% 0.3 961 +1 4 —
☆CLX funds › CLOROX CO DEL ADD — 0.0% +0.0% 0.3 2,900 +418 2 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.3 767 +767 1 —
☆AM funds › ANTERO MIDSTREAM CORP ADD — 0.0% +0.0% 0.3 13,175 +310 4 —
☆GM funds › GENERAL MTRS CO TRIM — 0.0% -0.0% 0.3 4,028 -77 2 —
☆SPTS funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.3 10,174 +1 4 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% +0.0% 0.3 8,834 -54 2 —
☆SEIC funds › SEI INVTS CO ADD — 0.0% +0.0% 0.3 3,760 +424 4 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.0% +0.0% 0.3 852 +65 2 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.0% +0.0% 0.3 4,929 +1,948 2 —
☆USB funds › US BANCORP ADD — 0.0% +0.0% 0.3 5,519 +929 2 —
☆ED funds › CONSOLIDATED EDISON INC TRIM — 0.0% -0.1% 0.3 2,519 -13,265 3 —
☆ETHA funds › ISHARES ETHEREUM TR ADD — 0.0% -0.0% 0.3 17,983 +580 2 —
☆INTC funds › INTEL CORP NEW — 0.0% +0.0% 0.3 6,448 +6,448 1 —
☆PZA funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.3 12,282 -750 2 —
☆MTUM funds › ISHARES TR NEW — 0.0% +0.0% 0.3 1,176 +1,176 1 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 0.3 1,703 -8 2 —
☆DVN funds › DEVON ENERGY CORP NEW NEW — 0.0% +0.0% 0.3 5,605 +5,605 1 —
☆SPHY funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.3 12,061 +12,061 1 —
☆KIM funds › KIMCO REALTY CORP NEW — 0.0% +0.0% 0.3 12,445 +12,445 1 —
☆HEWJ funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 4,951 +0 2 —
☆CAH funds › CARDINAL HEALTH INC ADD — 0.0% +0.0% 0.3 1,310 +254 2 —
☆TD funds › TORONTO DOMINION BK ONT TRIM — 0.0% -0.0% 0.3 2,964 -117 4 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.0% -0.1% 0.3 3,071 -10,369 2 —
☆APP funds › APPLOVIN CORP TRIM — 0.0% -0.0% 0.3 690 -549 2 —
☆FELV funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.3 7,767 -85 2 —
☆RYTM funds › RHYTHM PHARMACEUTICALS INC TRIM — 0.0% -0.0% 0.3 3,088 -3,864 4 —
☆QCLN funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.3 5,682 +1 3 —
☆FELC funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.3 7,267 -709 4 —
☆AEM funds › AGNICO EAGLE MINES LTD TRIM — 0.0% +0.0% 0.3 1,290 -41 2 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.3 584 +584 1 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.3 956 -39 2 —
☆IBMQ funds › ISHARES TR ADD — 0.0% +0.0% 0.3 10,013 +33 3 —
☆ETH funds › GRAYSCALE ETHEREUM STAKING ADD — 0.0% -0.0% 0.3 12,781 +1,031 4 —
☆IYW funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 1,394 -11 2 —
☆EEM funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 4,451 +0 4 —
☆CLOZ funds › SERIES PORTFOLIOS TR NEW — 0.0% +0.0% 0.3 9,850 +9,850 1 —
☆VDE funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.3 1,458 +1,458 1 —
☆CNQ funds › CANADIAN NAT RES LTD MED TER TRIM — 0.0% -0.1% 0.3 5,174 -35,487 3 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.3 4,949 +4,949 1 —
☆CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP PLC ADD — 0.0% +0.0% 0.3 4,871 +300 3 —
☆SPG funds › SIMON PPTY GROUP INC NEW TRIM — 0.0% -0.0% 0.2 1,309 -22 4 —
☆SOXX funds › ISHARES TR NEW — 0.0% +0.0% 0.2 737 +737 1 —
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 0.2 4,534 -235 2 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.2 7,846 -843 2 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.0% +0.0% 0.2 2,576 +32 2 —
☆UNP funds › UNION PAC CORP NEW — 0.0% +0.0% 0.2 986 +986 1 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% +0.0% 0.2 3,848 +149 4 —
☆EIX funds › EDISON INTL NEW — 0.0% +0.0% 0.2 3,236 +3,236 1 —
☆HWM funds › HOWMET AEROSPACE INC NEW — 0.0% +0.0% 0.2 1,025 +1,025 1 —
☆COWZ funds › PACER FDS TR NEW — 0.0% +0.0% 0.2 3,760 +3,760 1 —
☆INDH funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.2 6,153 +0 4 —
☆ARES funds › ARES MANAGEMENT CORPORATION TRIM — 0.0% -0.0% 0.2 2,138 -634 4 —
☆LYB funds › LYONDELLBASELL INDUSTRIES NV NEW — 0.0% +0.0% 0.2 2,874 +2,874 1 —
☆POR funds › PORTLAND GEN ELEC CO NEW — 0.0% +0.0% 0.2 4,315 +4,315 1 —
☆AUID funds › AUTHID INC HOLD — 0.0% +0.0% 0.2 173,302 +0 4 —
☆PCYO funds › PURE CYCLE CORP HOLD — 0.0% -0.0% 0.2 22,300 +0 4 —
☆IDHQ funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.2 6,314 +6,314 1 —
☆HYD funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.2 4,429 +0 2 —
☆PTLC funds › PACER FDS TR NEW — 0.0% +0.0% 0.2 4,203 +4,203 1 —
☆PYPL funds › PAYPAL HLDGS INC ADD — 0.0% +0.0% 0.2 4,809 +1,245 4 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET ADD — 0.0% -0.0% 0.2 7,202 +322 4 —
☆EGP funds › EASTGROUP PPTYS INC NEW — 0.0% +0.0% 0.2 1,164 +1,164 1 —
☆TJX funds › TJX COS INC NEW NEW — 0.0% +0.0% 0.2 1,348 +1,348 1 —
☆FICO funds › FAIR ISAAC CORP NEW — 0.0% +0.0% 0.2 200 +200 1 —
☆WMB funds › WILLIAMS COS INC NEW — 0.0% +0.0% 0.2 2,873 +2,873 1 —
☆PSX funds › PHILLIPS 66 NEW — 0.0% +0.0% 0.2 1,144 +1,144 1 —
☆VPU funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 1,050 +1,050 1 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.0% +0.0% 0.2 653 +653 1 —
☆CUSIP:26614N102 funds › DUPONT DE NEMOURS INC TRIM — 0.0% -0.0% 0.2 4,532 -6,430 4 —
☆IWP funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,619 -7 4 —
☆CUSIP:343873105 funds › FLUSHING FINL CORP TRIM — 0.0% -0.0% 0.2 13,486 -475 2 —
☆KKR funds › KKR & CO INC TRIM — 0.0% -0.1% 0.2 2,236 -10,686 4 —
☆BYD funds › BOYD GAMING CORP NEW — 0.0% +0.0% 0.2 2,513 +2,513 1 —
☆VLUE funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,452 -69 2 —
☆NTR funds › NUTRIEN LTD NEW — 0.0% +0.0% 0.2 2,722 +2,722 1 —
☆BNDW funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.2 3,000 +3,000 1 —
☆CHRD funds › CHORD ENERGY CORPORATION NEW — 0.0% +0.0% 0.2 1,438 +1,438 1 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.0% -0.0% 0.2 4,474 +5 2 —
☆IAU funds › ISHARES GOLD TR NEW — 0.0% +0.0% 0.2 2,303 +2,303 1 —
☆QTUM funds › ETF SER SOLUTIONS NEW — 0.0% +0.0% 0.2 1,881 +1,881 1 —
☆MKSI funds › MKS INC. NEW — 0.0% +0.0% 0.2 875 +875 1 —
☆VALE funds › VALE S A NEW — 0.0% +0.0% 0.2 11,924 +11,924 1 —
☆GPGI funds › GPGI INC NEW — 0.0% +0.0% 0.2 10,915 +10,915 1 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO ADD — 0.0% +0.0% 0.2 10,822 +313 2 —
☆F funds › FORD MTR CO TRIM — 0.0% -0.0% 0.2 15,208 -880 4 —
☆PDI funds › PIMCO DYNAMIC INCOME FD NEW — 0.0% +0.0% 0.2 10,000 +10,000 1 —
☆UMC funds › UNITED MICROELECTRONICS CORP ADD — 0.0% +0.0% 0.1 16,700 +1,752 4 —
☆UAMY funds › UNITED STATES ANTIMONY CORP ADD — 0.0% +0.0% 0.1 17,000 +61 3 —
☆PATH funds › UIPATH INC TRIM — 0.0% -0.1% 0.1 11,482 -44,902 2 —
☆HLN funds › HALEON PLC ADD — 0.0% +0.0% 0.1 11,292 +296 2 —
☆ABEV funds › AMBEV SA ADD — 0.0% +0.0% 0.1 33,412 +238 2 —
☆FATE funds › FATE THERAPEUTICS INC HOLD — 0.0% +0.0% 0.1 70,439 +0 4 —
☆MLCO funds › MELCO RESORTS AND ENTMNT LTD HOLD — 0.0% -0.0% 0.1 12,000 +0 4 —
☆GRAB funds › GRAB HOLDINGS LIMITED TRIM — 0.0% -0.0% 0.1 17,114 -655 4 —
☆WIT funds › WIPRO LTD ADD — 0.0% -0.0% 0.0 18,723 +1,967 4 —
☆DIS funds › DISNEY WALT CO EXIT — 0.0% -0.0% 0.0 0 -1,886 0 —
☆BUCK funds › SIMPLIFY EXCHANGE TRADED FUN EXIT — 0.0% -0.0% 0.0 0 -10,332 0 —
☆CUSIP:6706ER101 funds › NUVEEN S&P 500 BUY-WRITE INC EXIT — 0.0% -0.0% 0.0 0 -34,991 0 —
☆IAGG funds › ISHARES TR EXIT — 0.0% -0.5% 0.0 0 -131,450 0 —
☆KHC funds › KRAFT HEINZ CO EXIT — 0.0% -0.0% 0.0 0 -16,228 0 —
☆QHY funds › WISDOMTREE TR EXIT — 0.0% -0.0% 0.0 0 -5,577 0 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN EXIT — 0.0% -0.0% 0.0 0 -4,755 0 —
☆OMF funds › ONEMAIN HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -3,414 0 —
☆GSIE funds › GOLDMAN SACHS ETF TR EXIT — 0.0% -0.0% 0.0 0 -4,664 0 —
☆CUSIP:09253R105 funds › BLACKROCK MUNIVEST FD INC EXIT — 0.0% -0.2% 0.0 0 -339,809 0 —
☆IYZ funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -28,418 0 —
☆REET funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -13,845 0 —
☆AFG funds › AMERICAN FINL GROUP INC OHIO EXIT — 0.0% -0.0% 0.0 0 -2,066 0 —
☆NVO funds › NOVO-NORDISK A S EXIT — 0.0% -0.0% 0.0 0 -6,105 0 —
☆SSNC funds › SS&C TECHNOLOGIES HLDGS INC EXIT — 0.0% -0.0% 0.0 0 -2,670 0 —
☆FLTR funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -12,000 0 —
☆SHV funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -3,486 0 —
☆FXY funds › INVESCO CURRENCYSHARES JAPAN EXIT — 0.0% -0.0% 0.0 0 -5,187 0 —
☆CTVA funds › CORTEVA INC EXIT — 0.0% -0.0% 0.0 0 -7,568 0 —
☆CUSIP:09249N101 funds › BLACKROCK MUNI INCOME TR II EXIT — 0.0% -0.1% 0.0 0 -172,713 0 —
☆IXC funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -7,848 0 —
☆SF funds › STIFEL FINL CORP EXIT — 0.0% -0.0% 0.0 0 -1,818 0 —
☆Q funds › QNITY ELECTRONICS INC EXIT — 0.0% -0.0% 0.0 0 -5,096 0 —
☆CUSIP:67075F105 funds › NUVEEN DOW 30 DYNMC OVERWRT EXIT — 0.0% -0.0% 0.0 0 -23,000 0 —
☆AKRE funds › PROFESIONALLY MANAGED PORTFO EXIT — 0.0% -0.1% 0.0 0 -22,970 0 —
☆SYY funds › SYSCO CORP EXIT — 0.0% -0.0% 0.0 0 -4,185 0 —
☆IYK funds › ISHARES TR EXIT — 0.0% -0.2% 0.0 0 -32,014 0 —
☆DUOL funds › DUOLINGO INC EXIT — 0.0% -0.0% 0.0 0 -2,424 0 —
☆IYR funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -4,548 0 —
☆SRLN funds › SSGA ACTIVE ETF TR EXIT — 0.0% -0.1% 0.0 0 -19,851 0 —
☆CUSIP:74319X108 funds › PROFUSA INC EXIT — 0.0% -0.0% 0.0 0 -149,092 0 —
☆VTC funds › VANGUARD SCOTTSDALE FDS EXIT — 0.0% -0.0% 0.0 0 -5,415 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
2026Q1 1,377 452 0.12 33% 0.016 0.443 — in
2025Q4 1,379 419 0.24 36% 0.019 0.210 — in
2025Q3 771 286 0.22 42% 0.025 0.227 — in
2025Q2 1,286 385 0.23 37% 0.020 0.258 — entered
2025Q1 696 269 0.00 42% 0.025 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