☆Powers Advisory Group, LLC
Quality Q
0.567
AUM ($M)
319
Positions
130
Turnover
0.05
Top-10 wt
54%
Herfindahl
0.040
History (qtrs)
6
Excess Return
—
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Holdings · 133 positions · portfolio value $319M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 11.1% | +0.2% | 35.3 | 1,198,097 | -5,700 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 7.5% | +0.2% | 24.0 | 317,138 | +21,660 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 7.1% | -0.3% | 22.5 | 710,781 | +27,094 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 5.3% | +0.1% | 17.0 | 613,588 | +14,968 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 5.1% | -0.3% | 16.2 | 195,822 | +12,738 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 4.3% | +0.4% | 13.8 | 407,333 | +24,968 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 3.9% | +0.0% | 12.3 | 156,133 | +18,398 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 3.8% | +0.1% | 12.0 | 163,579 | +23,028 | 5 | — |
| ☆SHYG funds › | ISHARES TR | ADD | — | 3.3% | -0.2% | 10.7 | 251,518 | +15,248 | 5 | — |
| ☆IGSB funds › | ISHARES TR | ADD | — | 3.1% | -0.4% | 10.0 | 190,125 | +837 | 5 | — |
| ☆FDVV funds › | FIDELITY COVINGTON TRUST | ADD | — | 3.0% | +0.2% | 9.4 | 156,160 | +15,430 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | ADD | — | 2.2% | +0.2% | 7.0 | 192,801 | +980 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | ADD | — | 2.1% | +0.1% | 6.7 | 181,741 | +1,571 | 5 | — |
| ☆DOL funds › | WISDOMTREE TR | TRIM | — | 1.9% | -0.1% | 6.0 | 81,325 | -2,313 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.6% | -0.3% | 5.3 | 14,098 | -444 | 5 | — |
| ☆FLOT funds › | ISHARES TR | ADD | — | 1.4% | -0.1% | 4.6 | 90,359 | +6,995 | 5 | — |
| ☆DGRW funds › | WISDOMTREE TR | ADD | — | 1.4% | +0.1% | 4.6 | 48,081 | +3,829 | 5 | — |
| ☆DIVI funds › | FRANKLIN TEMPLETON ETF TR | ADD | — | 1.3% | +0.2% | 4.3 | 99,984 | +21,523 | 5 | — |
| ☆WTV funds › | WISDOMTREE TR | ADD | — | 1.1% | +0.2% | 3.4 | 33,843 | +8,099 | 3 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.1% | -0.3% | 3.4 | 29,919 | -1,633 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.0% | +0.1% | 3.1 | 38,176 | +3,413 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.9% | -0.0% | 3.0 | 10,472 | -228 | 5 | — |
| ☆DON funds › | WISDOMTREE TR | TRIM | — | 0.8% | -0.0% | 2.7 | 46,923 | -438 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.8% | -0.1% | 2.5 | 9,697 | -317 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.7% | +0.0% | 2.4 | 1,964 | -252 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.7% | -0.3% | 2.2 | 4,249 | -235 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.6% | -0.0% | 2.0 | 6,227 | -60 | 5 | — |
| ☆DES funds › | WISDOMTREE TR | ADD | — | 0.6% | +0.0% | 2.0 | 48,890 | +29 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.6% | +0.1% | 1.9 | 2,560 | +0 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.6% | -0.1% | 1.9 | 12,631 | -739 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.1% | 1.8 | 22,455 | +17,581 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | TRIM | — | 0.6% | -0.1% | 1.8 | 8,060 | -147 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.6% | -0.0% | 1.8 | 2,349 | -83 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.5% | -0.2% | 1.7 | 6,352 | -130 | 5 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | ADD | — | 0.5% | -0.0% | 1.5 | 65,200 | +2,878 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | NEW | — | 0.5% | +0.5% | 1.5 | 4,021 | +4,021 | 1 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.5% | -0.1% | 1.4 | 15,114 | -122 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.5% | +0.0% | 1.4 | 24,459 | +3,711 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.5% | +0.1% | 1.4 | 20,240 | +3,949 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.5% | -0.0% | 1.4 | 6,038 | -315 | 5 | — |
| ☆GLW funds › | CORNING INC | TRIM | — | 0.4% | +0.1% | 1.4 | 5,437 | -1,088 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.4% | +0.0% | 1.4 | 3,803 | -178 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | NEW | — | 0.4% | +0.4% | 1.3 | 15,779 | +15,779 | 1 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.4% | -0.2% | 1.3 | 9,479 | -516 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.4% | -0.0% | 1.3 | 15,705 | +26 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.4% | -0.0% | 1.3 | 1,986 | -113 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.4% | +0.0% | 1.3 | 1,676 | +0 | 5 | — |
| ☆COWZ funds › | PACER FDS TR | TRIM | — | 0.4% | -0.1% | 1.2 | 19,953 | -358 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.4% | -0.1% | 1.1 | 8,265 | -88 | 5 | — |
| ☆TGT funds › | TARGET CORP | TRIM | — | 0.3% | -0.0% | 1.1 | 8,294 | -283 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | NEW | — | 0.3% | +0.3% | 1.0 | 19,211 | +19,211 | 1 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.3% | -0.0% | 0.9 | 7,308 | -5 | 5 | — |
| ☆USB funds › | US BANCORP | TRIM | — | 0.3% | +0.0% | 0.9 | 15,183 | -171 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.3% | -0.1% | 0.9 | 5,510 | -374 | 5 | — |
| ☆DVY funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.9 | 5,548 | +1,004 | 3 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.3% | -0.0% | 0.9 | 11,114 | -39 | 5 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | ADD | — | 0.3% | -0.0% | 0.9 | 23,485 | +144 | 5 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.3% | -0.0% | 0.8 | 8,199 | -234 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | ADD | — | 0.3% | -0.0% | 0.8 | 8,859 | +42 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.3% | -0.0% | 0.8 | 4,465 | -151 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.3% | +0.1% | 0.8 | 6,395 | +1,624 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.2% | +0.0% | 0.8 | 2,047 | -8 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.2% | -0.0% | 0.7 | 9,575 | -99 | 5 | — |
| ☆PAYX funds › | PAYCHEX INC | TRIM | — | 0.2% | -0.0% | 0.7 | 7,409 | -403 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.2% | +0.0% | 0.7 | 1,371 | +0 | 5 | — |
| ☆SYY funds › | SYSCO CORP | TRIM | — | 0.2% | -0.0% | 0.7 | 8,495 | -658 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | ADD | — | 0.2% | +0.1% | 0.7 | 13,374 | +3,439 | 3 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.2% | -0.0% | 0.7 | 3,440 | -385 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | ADD | — | 0.2% | -0.0% | 0.7 | 11,063 | +85 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 0.2% | -0.0% | 0.7 | 9,411 | -72 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.2% | -0.1% | 0.7 | 15,801 | +12 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | TRIM | — | 0.2% | -0.0% | 0.7 | 5,963 | -55 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.2% | -0.0% | 0.6 | 1,695 | +77 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | ADD | — | 0.2% | +0.1% | 0.6 | 1,794 | +58 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.2% | +0.0% | 0.6 | 1,254 | +12 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.2% | +0.0% | 0.6 | 10,100 | +30 | 5 | — |
| ☆DLN funds › | WISDOMTREE TR | ADD | — | 0.2% | -0.0% | 0.6 | 5,962 | +29 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.2% | +0.0% | 0.6 | 1,622 | -12 | 5 | — |
| ☆TD funds › | TORONTO DOMINION BK ONT | HOLD | — | 0.2% | +0.0% | 0.6 | 4,538 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.2% | +0.0% | 0.5 | 4,656 | -97 | 5 | — |
| ☆BLK funds › | BLACKROCK INC | ADD | — | 0.2% | -0.0% | 0.5 | 550 | +1 | 5 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | TRIM | — | 0.2% | +0.0% | 0.5 | 4,626 | -47 | 5 | — |
| ☆CAH funds › | CARDINAL HEALTH INC | ADD | — | 0.2% | +0.0% | 0.5 | 2,107 | +4 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,920 | +12 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.5 | 3,599 | -32 | 5 | — |
| ☆UL funds › | UNILEVER PLC | TRIM | — | 0.1% | -0.0% | 0.5 | 7,574 | -33 | 3 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | +0.0% | 0.4 | 793 | +204 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | TRIM | — | 0.1% | -0.0% | 0.4 | 4,000 | -1,172 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,203 | +89 | 5 | — |
| ☆CLX funds › | CLOROX CO DEL | TRIM | — | 0.1% | -0.1% | 0.4 | 4,425 | -1,164 | 5 | — |
| ☆AFL funds › | AFLAC INC | ADD | Common Stock | 0.1% | -0.0% | 0.4 | 3,598 | +9 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.1% | -0.0% | 0.4 | 2,941 | +200 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.1% | +0.0% | 0.4 | 780 | +80 | 5 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 0.1% | -0.0% | 0.4 | 1,755 | +5 | 5 | — |
| ☆ENB funds › | ENBRIDGE INC | TRIM | — | 0.1% | -0.0% | 0.4 | 7,023 | -294 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.1% | +0.0% | 0.4 | 1,275 | -23 | 5 | — |
| ☆ADM funds › | ARCHER DANIELS MIDLAND CO | TRIM | — | 0.1% | -0.0% | 0.4 | 4,881 | -96 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.1% | +0.0% | 0.4 | 1,047 | -75 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | TRIM | — | 0.1% | -0.0% | 0.4 | 1,260 | -43 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 0.1% | -0.0% | 0.4 | 2,718 | +120 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.1% | -0.0% | 0.4 | 2,518 | -85 | 3 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.1% | +0.0% | 0.3 | 328 | -4 | 3 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.1% | -0.0% | 0.3 | 3,980 | +23 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 0.1% | +0.0% | 0.3 | 1,580 | +133 | 4 | — |
| ☆AEE funds › | AMEREN CORP | ADD | — | 0.1% | -0.0% | 0.3 | 2,754 | +10 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.1% | -0.0% | 0.3 | 3,739 | +226 | 5 | — |
| ☆DRI funds › | DARDEN RESTAURANTS INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,487 | +5 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,206 | +22 | 4 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.1% | -0.0% | 0.3 | 3,195 | -86 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.1% | -0.0% | 0.3 | 11,579 | -1,935 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | TRIM | — | 0.1% | -0.0% | 0.3 | 1,625 | -249 | 5 | — |
| ☆MUNI funds › | PIMCO ETF TR | ADD | — | 0.1% | -0.0% | 0.3 | 5,200 | +32 | 4 | — |
| ☆DHS funds › | WISDOMTREE TR | ADD | — | 0.1% | -0.0% | 0.3 | 2,352 | +6 | 3 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.3 | 349 | +349 | 1 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.1% | +0.1% | 0.3 | 609 | +609 | 1 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.1% | -0.1% | 0.3 | 12,703 | -537 | 5 | — |
| ☆BP funds › | BP PLC | TRIM | — | 0.1% | -0.0% | 0.3 | 7,069 | -734 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.1% | +0.0% | 0.3 | 4,372 | +266 | 2 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 951 | -175 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 853 | +9 | 4 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.1% | -0.0% | 0.3 | 514 | +7 | 5 | — |
| ☆VPU funds › | VANGUARD WORLD FD | ADD | — | 0.1% | -0.0% | 0.3 | 1,300 | +8 | 5 | — |
| ☆GSK funds › | GSK PLC | TRIM | — | 0.1% | -0.0% | 0.3 | 4,800 | -384 | 4 | — |
| ☆IYW funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 975 | +975 | 1 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.1% | -0.0% | 0.2 | 2,895 | -479 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.1% | +0.1% | 0.2 | 783 | +783 | 1 | — |
| ☆IDV funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.2 | 5,164 | +113 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 494 | +494 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | -0.0% | 0.2 | 1,076 | +2 | 3 | — |
| ☆GIS funds › | GENERAL MILLS INC | TRIM | — | 0.1% | -0.0% | 0.2 | 5,851 | -2,013 | 5 | — |
| ☆NKE funds › | NIKE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,498 | 0 | — |
| ☆CRM funds › | SALESFORCE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,218 | 0 | — |
| ☆EOG funds › | EOG RES INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,511 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 319 | 130 | 0.05 | 54% | 0.040 | 0.565 | — | in |
| 2026Q1 | 284 | 125 | 0.05 | 55% | 0.039 | 0.554 | — | in |
| 2025Q4 | 266 | 126 | 0.04 | 55% | 0.041 | 0.516 | — | in |
| 2025Q3 | 251 | 121 | 0.06 | 56% | 0.043 | 0.483 | — | in |
| 2025Q2 | 227 | 115 | 0.05 | 57% | 0.044 | 0.539 | — | entered |
| 2025Q1 | 210 | 107 | 0.00 | 57% | 0.045 | 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