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☆Coston, McIsaac & Partners

CIK 0001945037 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.418
AUM ($M)
497
Positions
948
Turnover
0.07
Top-10 wt
37%
Herfindahl
0.021
History (qtrs)
6
Excess Return
-12.7%

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Holdings · 500 of 1014 positions (showing top 500 by weight) · portfolio value $497M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VIG funds › VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES ADD — 5.3% +0.2% 26.3 111,164 +6,914 5 —
☆CUSIP:808515548 funds › SCHWAB US TREASURY MONEY INVESTOR ADD — 4.7% +0.6% 23.5 23,514,856 +5,141,958 5 —
☆VGUS funds › VANGUARD ULTRA-SHORT TREASURY ETF ADD — 4.4% +0.3% 21.9 289,749 +49,102 5 —
☆VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES ADD — 4.3% +0.3% 21.4 255,461 +19,331 5 —
☆CUSIP:25434D674 funds › DFA GLOBAL EQUITY I ADD — 3.9% +0.1% 19.5 439,939 +11,253 5 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES ADD — 3.6% +0.2% 17.9 48,417 +1,354 5 —
☆BRKB funds › BERKSHIRE HATHAWAY CLASS B ADD — 3.2% -0.2% 15.7 31,458 +783 5 —
☆AAPL funds › APPLE INC ADD — 2.9% +0.1% 14.6 50,410 +1,046 5 —
☆DFUS funds › DIMENSIONAL U.S. EQUITY MARKET ETF ADD — 2.6% +0.5% 12.9 157,646 +24,915 5 —
☆WSM funds › WILLIAMS SONOMA INC ADD — 2.3% +0.3% 11.6 49,908 +414 5 —
☆DFCF funds › DIMENSIONAL CORE FIXED INCOME ETF ADD — 2.3% +0.1% 11.4 269,657 +44,289 5 —
☆WMT funds › WALMART INC ADD — 2.1% -0.5% 10.4 91,769 +759 5 —
☆NOBL funds › PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ADD — 2.0% -0.1% 9.9 176,431 +88,795 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 2.0% -0.1% 9.7 38,170 +827 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 1.9% +0.5% 9.5 31,759 +517 5 —
☆KO funds › THE COCA-COLA CO ADD — 1.7% -0.0% 8.3 101,599 +3,397 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 1.6% +0.0% 8.0 44,271 +1,131 5 —
☆DFSD funds › DIMENSIONAL SHORT-DURATION FIXED INCOME ETF ADD — 1.5% +0.2% 7.4 155,449 +35,132 5 —
☆SO funds › SOUTHERN CO ADD — 1.5% -0.2% 7.3 76,737 +2,011 5 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 1.4% -0.2% 7.2 64,904 +2,100 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 1.4% -0.2% 7.1 80,844 +2,479 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 1.4% -0.1% 6.8 46,307 +1,706 5 —
☆MO funds › ALTRIA GROUP INC ADD Common Stock 1.3% +0.0% 6.4 89,599 +2,895 5 —
☆MCD funds › MCDONALDS CORP ADD — 1.3% -0.3% 6.4 23,542 +700 5 —
☆PEP funds › PEPSICO INC ADD — 1.2% -0.3% 6.0 44,331 +1,448 5 —
☆UL funds › UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS ADD — 1.2% -0.0% 5.7 95,582 +3,408 3 -30.5%
☆VZ funds › VERIZON COMMUNICATIONS I ADD — 1.1% -0.3% 5.6 131,743 +5,639 5 —
☆KMB funds › KIMBERLY CLARK CORP ADD — 1.1% +0.1% 5.3 48,397 +2,322 5 —
☆INGR funds › INGREDION INC ADD — 1.0% -0.3% 5.2 54,569 +2,006 5 —
☆WTRG funds › ESSENTIAL UTILS INC ADD — 1.0% -0.1% 4.9 128,308 +6,229 5 —
☆PAYX funds › PAYCHEX INC ADD — 1.0% -0.0% 4.9 49,422 +2,131 5 —
☆MDT funds › MEDTRONIC PLC F ADD — 0.9% -0.2% 4.7 59,948 +2,650 5 —
☆TDV funds › PROSHARES S&P TECHNOLOGYDIVIDEND ARISTOCRATS ETF ADD — 0.9% +0.2% 4.5 43,642 +8,262 5 —
☆DUSB funds › DIMENSIONAL ULTRASHORT FIXED INCOME ETF TRIM — 0.8% -0.1% 4.2 82,107 -188 5 —
☆VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN ADD — 0.8% -0.0% 4.1 49,707 +2,842 5 —
☆CUSIP:922908710 funds › VANGUARD 500 INDEX ADMIRAL TRIM — 0.8% +0.0% 3.8 5,451 -45 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.7% -0.0% 3.5 9,501 +816 5 —
☆CLX funds › CLOROX CO ADD — 0.7% -0.1% 3.5 36,488 +887 5 —
☆VT funds › VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES TRIM — 0.7% -0.0% 3.3 21,131 -389 5 —
☆CUSIP:922908728 funds › VANGUARD TOTAL STOCK MKT IDX ADM ADD — 0.7% +0.6% 3.3 18,330 +17,135 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.7% +0.0% 3.3 32,129 +129 5 —
☆VCSH funds › VANGUARD SHORT TERM COR BD ETF ADD — 0.7% -0.0% 3.2 41,082 +1,932 5 —
☆GIS funds › GENERAL MILLS INC ADD — 0.6% -0.1% 3.2 92,091 +2,974 5 —
☆BND funds › VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES TRIM — 0.6% -0.1% 2.9 39,995 -475 5 —
☆DUHP funds › DIMENSIONAL US HIGH PROFITABILITY ETF ADD — 0.6% +0.0% 2.9 70,140 +2,714 5 —
☆CUSIP:808509855 funds › SCHWAB S&P 500 INDEX ADD — 0.6% +0.1% 2.9 150,286 +31,099 5 —
☆CUSIP:808515472 funds › SCHWAB US TREASURY MONEY ULTRA TRIM — 0.6% -1.0% 2.9 2,880,855 -4,122,548 5 —
☆BHB funds › BAR HBR BANKSHARES ADD — 0.6% +0.0% 2.9 75,613 +324 5 —
☆HSY funds › HERSHEY CO ADD — 0.6% -0.2% 2.8 16,150 +124 5 —
☆CUSIP:921937603 funds › VANGUARD TOTAL BOND MARKET INDEX ADM ADD — 0.5% +0.3% 2.7 275,775 +174,398 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.5% -0.2% 2.7 19,415 +99 5 —
☆NKE funds › NIKE INC CLASS B TRIM — 0.4% -0.2% 2.2 54,052 -3,011 5 —
☆DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF TRIM — 0.4% +0.0% 2.0 45,157 -270 5 —
☆SDY funds › STATE STREET SPDR S&P DIVIDEND ETF TRIM — 0.4% -0.0% 1.9 12,396 -31 5 —
☆FNLC funds › FIRST BANCORP INC ME ADD — 0.4% +0.1% 1.8 52,970 +2,271 5 —
☆BNDX funds › VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES ADD — 0.4% -0.0% 1.8 38,056 +1,968 5 —
☆VOO funds › VANGUARD S&P 500 ETF ADD — 0.4% +0.1% 1.8 2,640 +395 5 —
☆CUSIP:25434D658 funds › DFA GLOBAL ALLOCATION 60/40 I ADD — 0.4% +0.0% 1.8 76,164 +3,289 5 —
☆CUSIP:808509814 funds › SCHWAB MARKETTRACK ALL EQUITY ADD — 0.4% +0.1% 1.8 59,791 +21,608 5 —
☆VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET ADD — 0.3% -0.0% 1.7 33,620 +2,578 5 —
☆CUSIP:233203397 funds › DFA US CORE EQUITY 2 I ADD — 0.3% +0.0% 1.7 33,731 +978 5 —
☆CUSIP:360802102 funds › AMERICAN FUNDS FUNDAMENTAL INVS A ADD — 0.3% +0.0% 1.5 14,748 +164 5 —
☆CUSIP:233203884 funds › DFA FIVE-YEAR GLOBAL FIXED-INCOME I ADD — 0.3% -0.0% 1.5 147,021 +1,305 5 —
☆AMZN funds › AMAZON.COM INC ADD Common Stock 0.3% +0.2% 1.4 5,972 +3,199 5 —
☆CUSIP:233203371 funds › DFA INTERNATIONAL CORE EQUITY 2 I ADD — 0.3% -0.0% 1.4 62,398 +325 5 —
☆DFIV funds › DIMENSIONAL INTERNATIONAL VALUE ETF ADD — 0.2% +0.0% 1.2 22,439 +4,352 5 —
☆MRK funds › MERCK & CO. INC. ADD — 0.2% -0.0% 1.1 8,609 +5 5 —
☆CUSIP:399874106 funds › AMERICAN FUNDS GROWTH FUND OF AMER A TRIM — 0.2% +0.0% 1.0 11,533 -470 5 —
☆CUSIP:315911750 funds › FIDELITY 500 INDEX HOLD — 0.2% +0.0% 1.0 3,796 +0 5 —
☆CUSIP:233203421 funds › DFA EMERGING MARKETS CORE EQUITY 2 I TRIM — 0.2% +0.0% 1.0 27,827 -90 5 —
☆CUSIP:140543109 funds › AMERICAN FUNDS CAPITAL WORLD GR&INC A HOLD — 0.2% +0.0% 0.9 11,603 +0 5 —
☆META funds › META PLATFORMS INC CLASS A ADD — 0.2% -0.0% 0.9 1,662 +31 5 —
☆CUSIP:233203389 funds › DFA US VECTOR EQUITY I TRIM — 0.2% -0.0% 0.9 27,038 -584 5 —
☆CUSIP:233203355 funds › DFA INFLATION-PROTECTED SECURITIES I ADD — 0.2% -0.0% 0.9 81,291 +507 5 —
☆CUSIP:939330106 funds › AMERICAN FUNDS WASHINGTON MUTUAL A ADD — 0.2% -0.0% 0.9 12,997 +386 5 —
☆CUSIP:233203645 funds › DFA TWO-YEAR GLOBAL FIXED-INCOME I ADD — 0.2% -0.0% 0.8 85,068 +4,840 5 —
☆CUSIP:921910733 funds › VANGUARD ESG U.S. STOCK ETF ADD — 0.2% +0.0% 0.8 6,248 +640 5 —
☆DFIP funds › DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF ADD — 0.2% +0.0% 0.8 19,023 +2,456 5 —
☆LRCX funds › LAM RESH CORP ADD — 0.1% +0.1% 0.7 1,683 +1 5 —
☆QCERX funds › AQR LARGE CAP MULTI-STYLE R6 HOLD Open-End Fund 0.1% +0.0% 0.7 30,512 +0 5 —
☆CAC funds › CAMDEN NATL CORP ADD — 0.1% +0.0% 0.7 13,040 +2 5 —
☆CUSIP:23320G521 funds › DFA SHORT-TERM EXTENDED QUALITY I ADD — 0.1% -0.0% 0.7 65,509 +1,182 5 —
☆LLY funds › ELI LILLY AND CO ADD — 0.1% +0.0% 0.6 530 +1 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 0.6 596 +59 5 —
☆CUSIP:316389303 funds › FIDELITY BLUE CHIP GROWTH TRIM — 0.1% +0.0% 0.6 1,915 -189 5 —
☆CUSIP:233203843 funds › DFA US SMALL CAP I ADD — 0.1% +0.0% 0.5 8,729 +11 5 —
☆DFAS funds › DIMENSIONAL U.S. SMALL CAP ETF ADD — 0.1% +0.0% 0.5 6,554 +579 5 —
☆CUSIP:233203819 funds › DFA US SMALL CAP VALUE I ADD — 0.1% -0.0% 0.5 8,397 +21 5 —
☆IBM funds › IBM CORP ADD — 0.1% +0.0% 0.5 1,792 +2 5 —
☆CUSIP:921908604 funds › VANGUARD DIVIDEND GROWTH FUND INV TRIM — 0.1% -0.0% 0.5 15,738 -923 5 —
☆Q funds › QNITY ELECTRONICS INC TRIM — 0.1% +0.0% 0.5 3,033 -62 3 +88.7%
☆GOOG funds › ALPHABET INC CLASS C ADD Common Stock 0.1% +0.0% 0.5 1,387 +31 5 —
☆AXP funds › AMERICAN EXPRESS CO HOLD Common Stock 0.1% -0.0% 0.5 1,357 +0 5 —
☆FIX funds › COMFORT SYS USA INC TRIM — 0.1% +0.0% 0.5 232 -7 5 —
☆VUG funds › VANGUARD GROWTH INDEX FUND ETF SHARES ADD — 0.1% +0.0% 0.5 5,307 +4,441 5 —
☆TGT funds › TARGET CORP EQUITY CLASS EQUITY TRIM — 0.1% -0.0% 0.5 3,470 -28 5 —
☆CUSIP:23320G539 funds › DFA INTERNATIONAL VECTOR EQUITY I ADD — 0.1% -0.0% 0.4 22,631 +133 5 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.1% -0.0% 0.4 4,639 +67 5 —
☆VGSH funds › VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES ADD — 0.1% -0.0% 0.4 7,281 +460 5 —
☆NVDA funds › NVIDIA CORP ADD — 0.1% +0.0% 0.4 2,104 +887 5 —
☆CUSIP:808515613 funds › SCHWAB GOVERNMENT MONEY INV ADD — 0.1% -0.0% 0.4 411,137 +2,218 5 —
☆VGK funds › VANGUARD FTSE EUROPE ETF HOLD — 0.1% -0.0% 0.4 4,569 +0 5 —
☆CUSIP:461308108 funds › AMERICAN FUNDS INVMT CO OF AMER A ADD — 0.1% +0.0% 0.4 5,736 +24 5 —
☆CUSIP:921909818 funds › VANGUARD TOTAL INTL STOCK INDEX ADMIRAL NEW — 0.1% +0.1% 0.4 8,238 +8,238 1 —
☆CUSIP:808509400 funds › SCHWAB MARKETTRACK BALANCED ADD — 0.1% +0.0% 0.4 17,833 +4,154 5 —
☆OMC funds › OMNICOM GROUP INC TRIM — 0.1% -0.0% 0.4 5,190 -309 5 —
☆DFSU funds › DIMENSIONAL US SUSTAINABILITY CORE 1 ETF ADD — 0.1% +0.0% 0.4 7,965 +7 5 —
☆HRL funds › HORMEL FOODS CORP TRIM — 0.1% -0.0% 0.4 14,780 -212 5 —
☆SYY funds › SYSCO CORP TRIM — 0.1% +0.0% 0.4 4,361 -6 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.1% +0.0% 0.4 2,524 +168 5 —
☆INTC funds › INTEL CORP TRIM — 0.1% +0.0% 0.4 2,567 -212 5 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 0.3 14,289 +82 5 —
☆CUSIP:808509301 funds › SCHWAB MARKETTRACK GROWTH ADD — 0.1% +0.0% 0.3 11,508 +7,636 5 —
☆CUSIP:23320G554 funds › DFA GLOBAL REAL ESTATE SECURITIES PORT TRIM — 0.1% -0.0% 0.3 28,571 -3,040 5 —
☆CUSIP:023375108 funds › AMERICAN FUNDS AMCAP A ADD — 0.1% -0.0% 0.3 7,315 +171 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.1% -0.0% 0.3 1,001 +1 5 —
☆CUSIP:922908694 funds › VANGUARD EXTENDED MARKET INDEX ADMIRAL HOLD — 0.1% +0.0% 0.3 1,739 +0 2 —
☆CUSIP:831681101 funds › AMERICAN FUNDS SMALLCAP WORLD A HOLD — 0.1% +0.0% 0.3 3,772 +0 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF TRIM — 0.1% -0.0% 0.3 424 -26 5 —
☆SCHR funds › SCHWAB INTERMEDIATE-TERMU.S. TREASURY ETF TRIM — 0.1% -0.0% 0.3 12,810 -784 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF TRUST ADD — 0.1% +0.0% 0.3 419 +55 5 —
☆CUSIP:316071208 funds › FIDELITY ADVISOR NEW INSIGHTS A HOLD — 0.1% +0.0% 0.3 5,966 +0 5 —
☆VSGX funds › VANGUARD ESG INTERNATIONAL STOCK ETF ADD — 0.1% +0.0% 0.3 3,737 +420 5 —
☆CGNX funds › COGNEX CORP HOLD — 0.1% +0.0% 0.3 4,239 +0 2 +2.3%
☆DFAW funds › DIMENSIONAL WORLD EQUITYETF ADD — 0.1% +0.0% 0.3 3,703 +832 5 —
☆CVX funds › CHEVRON CORP NEW ADD — 0.1% -0.0% 0.3 1,772 +101 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.1% -0.0% 0.3 770 -468 5 —
☆CUSIP:779557107 funds › T. ROWE PRICE ALL-CAP OPPORTUNITIES FUND HOLD — 0.1% -0.0% 0.3 3,578 +0 5 —
☆COST funds › COSTCO WHSL CORP NEW ADD — 0.1% -0.0% 0.3 305 +1 5 —
☆CUSIP:233203827 funds › DFA US LARGE CAP VALUE I ADD — 0.1% +0.0% 0.3 4,396 +186 5 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.1% +0.1% 0.3 2,028 +2,028 1 -23.3%
☆ACN funds › ACCENTURE PLC IRELAND FCLASS A ADD — 0.1% -0.0% 0.3 2,209 +126 5 —
☆CUSIP:024071102 funds › AMERICAN FUNDS AMERICAN BALANCED A ADD — 0.1% -0.0% 0.3 6,675 +1 5 —
☆CUSIP:233203736 funds › DFA INTERNATIONAL SMALL CAP VALUE I ADD — 0.1% -0.0% 0.3 8,322 +34 5 —
☆SCHD funds › SCHWAB U.S. DIVIDEND EQUITY ETF ADD — 0.1% +0.0% 0.3 8,554 +5,788 5 —
☆CUSIP:77954M105 funds › T. ROWE PRICE CAPITAL APPRECIATION HOLD — 0.1% -0.0% 0.3 7,059 +0 5 —
☆IWS funds › ISHARES RUSSELL MID-CAP VALUE ETF HOLD — 0.1% +0.0% 0.3 1,623 +0 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.1% +0.0% 0.3 360 +3 5 —
☆VUSB funds › VANGUARD ULTRA-SHORT BOND ETF SHARES TRIM — 0.1% -0.0% 0.3 5,339 -157 5 -20.8%
☆SPCX funds › SPACE EX TECH SPACEX CLASS A NEW — 0.1% +0.1% 0.3 1,522 +1,522 1 -90.9%
☆CUSIP:701769101 funds › PARNASSUS CORE EQUITY INVESTOR HOLD — 0.1% +0.0% 0.3 4,226 +0 5 —
☆KR funds › KROGER CO ADD — 0.1% -0.0% 0.3 4,597 +90 5 —
☆CUSIP:921921102 funds › VANGUARD EQUITY-INCOME INV HOLD — 0.1% -0.0% 0.2 5,290 +0 5 —
☆CUSIP:921937710 funds › VANGUARD SMALL CAP GROWTH INDEX ADMIRAL HOLD — 0.0% +0.0% 0.2 1,921 +0 2 —
☆CUSIP:25434D633 funds › DFA GLOBAL ALLOCATION 25/75 I TRIM — 0.0% -0.0% 0.2 16,939 -574 5 —
☆FULT funds › FULTON FINL CORP PA HOLD — 0.0% +0.0% 0.2 9,887 +0 5 —
☆CUSIP:921937702 funds › VANGUARD SHORT-TERM BOND INDEX ADM ADD — 0.0% -0.0% 0.2 22,843 +5 5 —
☆ABT funds › ABBOTT LABS ADD Common Stock 0.0% -0.0% 0.2 2,551 +80 5 —
☆CUSIP:921943866 funds › VANGUARD TAX-MANAGED CAPITAL APP ADM HOLD — 0.0% +0.0% 0.2 595 +0 5 —
☆CUSIP:23320G513 funds › DFA INTERMEDIATE-TERM EXTND QLTY I ADD — 0.0% -0.0% 0.2 22,863 +170 5 —
☆CUSIP:453320103 funds › AMERICAN FUNDS INCOME FUND OF AMER A TRIM — 0.0% -0.0% 0.2 8,110 -101 5 —
☆HYG funds › ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF TRIM — 0.0% -0.0% 0.2 2,767 -503 5 —
☆CUSIP:92203J308 funds › VANGUARD TOTAL INTL BD IDX ADMIRAL ADD — 0.0% -0.0% 0.2 11,123 +67 5 —
☆CUSIP:741454102 funds › T. ROWE PRICE COMM & TECH INVESTOR TRIM — 0.0% -0.0% 0.2 1,631 -106 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.0% -0.0% 0.2 784 +0 5 —
☆CUSIP:741479109 funds › T. ROWE PRICE GROWTH STOCK HOLD — 0.0% +0.0% 0.2 1,911 +0 5 —
☆CUSIP:921937686 funds › VANGUARD SMALL CAP VALUE INDEX ADMIRAL ADD — 0.0% +0.0% 0.2 2,040 +8 5 —
☆MICC funds › THE MAGNUM ICE CREAM C F TRIM — 0.0% -0.0% 0.2 11,538 -3,599 3 +22.2%
☆AWR funds › AMERICAN STS WTR CO ADD Common Stock 0.0% -0.0% 0.2 2,408 +7 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.0% +0.0% 0.2 1,668 +4 5 —
☆AMP funds › AMERIPRISE FINL INC HOLD Common Stock 0.0% -0.0% 0.2 414 +0 5 —
☆QICRX funds › AQR INTERNATIONAL MULTI-STYLE R6 HOLD Open-End Fund 0.0% -0.0% 0.2 10,209 +0 5 —
☆VEA funds › VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES ADD — 0.0% +0.0% 0.2 2,633 +41 5 —
☆CUSIP:648018109 funds › AMERICAN FUNDS NEW PERSPECTIVE A HOLD — 0.0% +0.0% 0.2 2,469 +0 5 —
☆CUSIP:233203629 funds › DFA INTERNATIONAL SMALL COMPANY I ADD — 0.0% -0.0% 0.2 6,920 +7 5 —
☆RDVY funds › FIRST TRUST RISING DIVIDEND ACHIEVERS ETF ADD — 0.0% +0.0% 0.2 2,287 +1 5 —
☆DFSB funds › DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF ADD — 0.0% -0.0% 0.2 3,531 +10 5 —
☆EPD funds › ENTERPRISE PRODS PART LP ADD — 0.0% -0.0% 0.2 5,006 +67 5 —
☆VPU funds › VANGUARD UTILITIES INDEXFUND ETF SHARES ADD — 0.0% -0.0% 0.2 938 +2 5 —
☆VGIT funds › VANGUARD INTER-TERM TREAS INDEX FD ADD — 0.0% -0.0% 0.2 3,102 +6 5 -22.1%
☆VB funds › VANGUARD SMALL-CAP INDEXFUND ETF SHARES HOLD — 0.0% +0.0% 0.2 591 +0 5 —
☆CUSIP:316345206 funds › FIDELITY BALANCED ADD — 0.0% +0.0% 0.2 5,038 +18 5 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.2 633 +0 5 —
☆SCHX funds › SCHWAB U.S. LARGE-CAP ETF HOLD — 0.0% +0.0% 0.2 5,943 +0 5 —
☆VTV funds › VANGUARD VALUE INDEX FUND ETF SHARES ADD — 0.0% -0.0% 0.2 794 +1 5 —
☆CUSIP:399874403 funds › AMERICAN FUNDS GROWTH FUND OF AMER F1 HOLD — 0.0% +0.0% 0.2 1,997 +0 5 —
☆DE funds › DEERE & CO HOLD — 0.0% +0.0% 0.2 273 +0 5 —
☆CUSIP:80850L767 funds › SCHWAB TARGET 2055 INDEX NEW — 0.0% +0.0% 0.2 6,939 +6,939 1 —
☆CUSIP:315916783 funds › FIDELITY FLOATING RATE HIGH INCOME ADD — 0.0% +0.0% 0.2 18,772 +18,631 5 —
☆VDC funds › VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES ADD — 0.0% -0.0% 0.2 727 +2 5 —
☆CUSIP:87244W680 funds › NUVEEN LARGE CAP GR IDX R6 HOLD — 0.0% +0.0% 0.2 2,036 +0 5 —
☆CUSIP:649280104 funds › AMERICAN FUNDS NEW WORLD A HOLD — 0.0% +0.0% 0.2 1,479 +0 5 —
☆ADM funds › ARCHER-DANIELS MIDLAND C ADD — 0.0% -0.0% 0.2 2,044 +1 5 —
☆CUSIP:922018205 funds › VANGUARD WINDSOR II INV ADD — 0.0% -0.0% 0.2 3,120 +23 5 —
☆DFSI funds › DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ET ADD — 0.0% -0.0% 0.2 3,424 +19 5 —
☆GOOGL funds › ALPHABET INC CLASS A HOLD Common Stock 0.0% +0.0% 0.2 433 +0 5 —
☆CUSIP:87244W664 funds › NUVEEN LARGE CAP VALUE IDX R6 HOLD — 0.0% +0.0% 0.2 4,708 +0 5 —
☆DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF TRIM — 0.0% -0.0% 0.2 4,172 -97 5 —
☆CUSIP:921908885 funds › VANGUARD HEALTH CARE ADM ADD — 0.0% +0.0% 0.2 1,758 +1,621 3 —
☆CUSIP:4812A0623 funds › JPMORGAN EMERGING MARKETS EQUITY I HOLD — 0.0% +0.0% 0.1 2,686 +0 5 —
☆V funds › VISA INC CLASS A HOLD — 0.0% +0.0% 0.1 432 +0 5 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES HOLD — 0.0% -0.0% 0.1 2,448 +0 5 —
☆CUSIP:233203298 funds › DFA US SOCIAL CORE EQUITY 2 PORTFOLIO ADD — 0.0% +0.0% 0.1 3,838 +8 5 —
☆SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF HOLD — 0.0% -0.0% 0.1 2,813 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% -0.0% 0.1 277 +1 5 —
☆GE funds › GE AEROSPACE HOLD — 0.0% +0.0% 0.1 377 +0 5 —
☆CUSIP:25434D823 funds › DFA US LARGE COMPANY I ADD — 0.0% +0.0% 0.1 2,776 +1 5 —
☆CUSIP:233203835 funds › DFA REAL ESTATE SECURITIES I ADD — 0.0% -0.0% 0.1 3,065 +8 5 —
☆CUSIP:89354D775 funds › TRANSAMERICA MID CAP VALUE OPPS I HOLD — 0.0% -0.0% 0.1 13,092 +0 5 —
☆TYL funds › TYLER TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.1 457 +0 5 —
☆CUSIP:25239Y436 funds › DIMENSIONAL 2060 TARGET DT RTR INC INSTL ADD — 0.0% +0.0% 0.1 5,236 +24 5 —
☆CUSIP:140193103 funds › AMERICAN FUNDS CAPITAL INCOME BLDR A ADD — 0.0% -0.0% 0.1 1,625 +2 5 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.1 1,535 +8 5 —
☆CUSIP:921935102 funds › VANGUARD WELLINGTON INV ADD — 0.0% +0.0% 0.1 2,820 +223 5 —
☆IWN funds › ISHARES RUSSELL 2000 VALUE ETF HOLD — 0.0% +0.0% 0.1 597 +0 5 —
☆ABBV funds › ABBVIE INC HOLD Common Stock 0.0% +0.0% 0.1 522 +0 5 —
☆CUSIP:80850L874 funds › SCHWAB TARGET 2030 INDEX ADD — 0.0% +0.0% 0.1 6,872 +6,872 1 —
☆CUSIP:233203223 funds › DFA SELECTIVELY HEDGED GLOBAL F/I I TRIM — 0.0% -0.0% 0.1 13,646 -285 5 —
☆CUSIP:921939203 funds › VANGUARD INTERNATIONAL VALUE INV HOLD — 0.0% +0.0% 0.1 2,689 +0 5 —
☆USMV funds › ISHARES MSCI USA MIN VOLFACTOR ETF HOLD — 0.0% -0.0% 0.1 1,293 +0 5 —
☆VDE funds › VANGUARD ENERGY INDEX FUND ETF SHARES HOLD — 0.0% -0.0% 0.1 825 +0 4 +27.9%
☆CUSIP:808509541 funds › SCHWAB TARGET 2030 NEW — 0.0% +0.0% 0.1 6,821 +6,821 1 —
☆CUSIP:552983694 funds › MFS VALUE I ADD — 0.0% -0.0% 0.1 2,277 +6 5 —
☆QTERX funds › AQR EMERGING MULTI-STYLE II R6 HOLD Open-End Fund 0.0% +0.0% 0.1 7,370 +0 5 —
☆XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF HOLD — 0.0% -0.0% 0.1 2,262 +0 4 +27.4%
☆EEM funds › ISHARES MSCI EMERGING MARKETS ETF HOLD — 0.0% +0.0% 0.1 1,743 +0 5 —
☆CUSIP:316071109 funds › FIDELITY CONTRAFUND HOLD — 0.0% +0.0% 0.1 4,427 +0 5 —
☆ADBE funds › ADOBE INC HOLD Common Stock 0.0% -0.0% 0.1 573 +0 5 —
☆CUSIP:808509244 funds › SCHWAB TARGET 2035 NEW — 0.0% +0.0% 0.1 5,845 +5,845 1 —
☆FVD funds › FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ADD — 0.0% +0.0% 0.1 2,418 +285 5 —
☆BMY funds › BRISTOL MYERS SQUIBB CO HOLD — 0.0% -0.0% 0.1 2,010 +0 5 —
☆EFA funds › ISHARES MSCI EAFE ETF HOLD — 0.0% -0.0% 0.1 1,106 +0 5 —
☆IWD funds › ISHARES RUSSELL 1000 VALUE ETF HOLD — 0.0% +0.0% 0.1 470 +0 3 +16.8%
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% -0.0% 0.1 890 +62 5 —
☆T funds › AT&T INC ADD Common Stock 0.0% -0.0% 0.1 5,326 +355 5 —
☆GEV funds › GE VERNOVA INC HOLD — 0.0% +0.0% 0.1 93 +0 5 —
☆CUSIP:47103A625 funds › JANUS HENDERSON FORTY T HOLD — 0.0% +0.0% 0.1 1,911 +0 5 —
☆CUSIP:233203199 funds › DFA INTL SUSTAINABILITY CORE 1 ADD — 0.0% -0.0% 0.1 6,300 +70 5 —
☆MKSI funds › MKS INC HOLD — 0.0% +0.0% 0.1 239 +0 5 —
☆SPYG funds › STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF HOLD — 0.0% +0.0% 0.1 885 +0 5 —
☆DFSV funds › DIMENSIONAL US SMALL CAPVALUE ETF ADD — 0.0% +0.0% 0.1 2,707 +678 5 —
☆CUSIP:233203215 funds › DFA US SUSTAINABILITY CORE 1 ADD — 0.0% +0.0% 0.1 1,847 +4 5 —
☆IWO funds › ISHARES RUSSELL 2000 GROWTH ETF HOLD — 0.0% +0.0% 0.1 259 +0 5 —
☆CUSIP:921908877 funds › VANGUARD REAL ESTATE INDEX ADMIRAL ADD — 0.0% +0.0% 0.1 753 +685 5 —
☆IWF funds › ISHARES RUSSELL 1000 GROWTH ETF ADD — 0.0% +0.0% 0.1 820 +615 3 -13.9%
☆VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES HOLD — 0.0% -0.0% 0.1 1,176 +0 5 —
☆DFGP funds › DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF ADD — 0.0% -0.0% 0.1 1,801 +20 5 —
☆SPYV funds › STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF HOLD — 0.0% -0.0% 0.1 1,628 +0 5 —
☆CUSIP:552985863 funds › MFS GROWTH I HOLD — 0.0% +0.0% 0.1 473 +0 5 —
☆DFAT funds › DIMENSIONAL U.S. TARGETED VALUE ETF HOLD — 0.0% -0.0% 0.1 1,401 +0 5 —
☆CUSIP:808517692 funds › SCHWAB SHORT-TERM BOND INDEX ADD — 0.0% +0.0% 0.1 9,837 +1,635 5 —
☆CUSIP:921938106 funds › VANGUARD WELLESLEY INCOME INV ADD — 0.0% -0.0% 0.1 3,604 +19 5 —
☆HD funds › HOME DEPOT INC ADD — 0.0% +0.0% 0.1 266 +47 5 —
☆CUSIP:298706102 funds › AMERICAN FUNDS EUPAC A ADD — 0.0% +0.0% 0.1 1,457 +440 5 —
☆CUSIP:921936209 funds › VANGUARD PRIMECAP ADM HOLD — 0.0% +0.0% 0.1 384 +0 5 —
☆CUSIP:19763T640 funds › COLUMBIA DISCIPLINED CORE A HOLD — 0.0% +0.0% 0.1 5,709 +0 4 —
☆RWR funds › STATE STREET SPDR DOW JONES REIT ETF HOLD — 0.0% -0.0% 0.1 813 +0 5 —
☆CUSIP:23320G448 funds › DFA INVESTMENT GRADE I ADD — 0.0% -0.0% 0.1 9,038 +22 5 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.0% +0.0% 0.1 887 -51 5 —
☆CLS funds › CELESTICA INC F HOLD — 0.0% +0.0% 0.1 246 +0 5 —
☆CUSIP:808516603 funds › MONEY MARKET POOL TRIM — 0.0% -0.0% 0.1 72,307 -3,973 5 —
☆CUSIP:89154X302 funds › TOUCHSTONE NON-US EQUITY A HOLD — 0.0% +0.0% 0.1 2,515 +0 5 —
☆CUSIP:808509186 funds › SCHWAB TARGET 2050 NEW — 0.0% +0.0% 0.1 4,070 +4,070 1 —
☆CUSIP:701765505 funds › PARNASSUS MID CAP INSTITUTIONAL HOLD — 0.0% +0.0% 0.1 1,977 +0 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 0.1 564 -64 5 —
☆DVY funds › ISHARES SELECT DIVIDEND ETF HOLD — 0.0% -0.0% 0.1 549 +0 5 —
☆CUSIP:808509251 funds › SCHWAB TARGET 2025 ADD — 0.0% +0.0% 0.1 5,506 +4,741 5 —
☆CUSIP:25434D807 funds › DFA US LARGE CAP VALUE III ADD — 0.0% -0.0% 0.1 2,003 +7 5 —
☆TDIV funds › FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND TRIM — 0.0% -0.0% 0.1 722 -216 5 —
☆CUSIP:779547108 funds › T. ROWE PRICE EQUITY INCOME ADD — 0.0% +0.0% 0.1 1,879 +55 5 —
☆CUSIP:315805200 funds › FIDELITY ADVISOR EQUITY GROWTH M HOLD — 0.0% +0.0% 0.1 3,339 +0 5 —
☆DFUV funds › DIMENSIONAL US MARKETWIDE VALUE ETF ADD — 0.0% +0.0% 0.1 1,459 +5 5 —
☆MCO funds › MOODYS CORP HOLD — 0.0% -0.0% 0.1 177 +0 5 —
☆CUSIP:09661L302 funds › BNY MELLON S&P 500 INDEX HOLD — 0.0% +0.0% 0.1 1,199 +0 5 —
☆IJH funds › ISHARES CORE S&P MID-CAPETF HOLD — 0.0% +0.0% 0.1 1,034 +0 5 —
☆PRF funds › INVESCO RAFI US 1000 ETF HOLD — 0.0% +0.0% 0.1 1,475 +0 5 —
☆PDBC funds › INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF HOLD — 0.0% -0.0% 0.1 4,949 +0 5 —
☆CUSIP:808509830 funds › SCHWAB INTERNATIONAL INDEX HOLD — 0.0% -0.0% 0.1 2,484 +0 5 —
☆CUSIP:09260B382 funds › BLACKROCK STRATEGIC INCOME OPPS INSTL HOLD — 0.0% -0.0% 0.1 7,973 +0 5 —
☆XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF HOLD — 0.0% -0.0% 0.1 1,452 +0 5 —
☆ADI funds › ANALOG DEVICES INC HOLD Common Stock 0.0% +0.0% 0.1 193 +0 5 —
☆CUSIP:808509848 funds › SCHWAB SMALL CAP INDEX HOLD — 0.0% +0.0% 0.1 1,563 +0 5 —
☆CUSIP:233203413 funds › DFA US CORE EQUITY 1 I TRIM — 0.0% -0.0% 0.1 1,388 -2,525 5 —
☆CUSIP:701769408 funds › PARNASSUS CORE EQUITY INSTITUTIONAL ADD — 0.0% +0.0% 0.1 1,238 +1 5 —
☆CUSIP:233203439 funds › DFA SHORT TERM MUNICIPAL BOND I ADD — 0.0% -0.0% 0.1 7,340 +44 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.0% +0.0% 0.1 103 +0 5 —
☆CUSIP:922031836 funds › VANGUARD SHORT-TERM INVESTMENT-GRADE ADM HOLD — 0.0% -0.0% 0.1 7,071 +0 5 —
☆CUSIP:25434D203 funds › DFA INTERNATIONAL VALUE I ADD — 0.0% -0.0% 0.1 2,372 +27 5 —
☆GSK funds › GSK PLC ADR F ADD — 0.0% -0.0% 0.1 1,381 +20 5 —
☆HYD funds › VANECK HIGH YIELD MUNI ETF HOLD — 0.0% -0.0% 0.1 1,415 +0 5 —
☆CUSIP:80850L858 funds › SCHWAB TARGET 2035 INDEX ADD — 0.0% +0.0% 0.1 3,506 +1,667 5 —
☆CUSIP:74676P888 funds › PUTNAM CORE EQUITY FUND A HOLD — 0.0% +0.0% 0.1 1,386 +0 5 —
☆CUSIP:643822109 funds › AMERICAN FUNDS NEW ECONOMY A NEW — 0.0% +0.0% 0.1 790 +790 1 —
☆NUE funds › NUCOR CORP HOLD — 0.0% +0.0% 0.1 315 +0 5 —
☆SHOP funds › SHOPIFY INC FCLASS A HOLD — 0.0% -0.0% 0.1 620 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC CLASS C TRIM — 0.0% +0.0% 0.1 163 -86 5 —
☆CUSIP:367829884 funds › GATEWAY Y HOLD — 0.0% -0.0% 0.1 1,334 +0 5 —
☆IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF HOLD — 0.0% +0.0% 0.1 834 +0 3 +9.5%
☆CWI funds › STATE STREET SPDR MSCI ACWI EX-US ETF HOLD — 0.0% -0.0% 0.1 1,717 +0 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRI HOLD — 0.0% +0.0% 0.1 1,523 +0 5 —
☆CUSIP:903288884 funds › VICTORY 500 INDEX MEMBER TRIM — 0.0% -0.0% 0.1 739 -1,102 5 —
☆CUSIP:068278803 funds › BARON SMALL CAP INSTL HOLD — 0.0% -0.0% 0.1 2,130 +0 5 —
☆CUSIP:808509863 funds › SCHWAB BALANCED ADD — 0.0% +0.0% 0.1 3,511 +2,075 5 —
☆FRFHF funds › FAIRFAX FINL HLDGS LTD F HOLD — 0.0% -0.0% 0.1 40 +0 5 —
☆CAH funds › CARDINAL HEALTH INC HOLD — 0.0% +0.0% 0.1 273 +0 5 —
☆CUSIP:45956T105 funds › AMERICAN FUNDS INTL GR AND INC A HOLD — 0.0% -0.0% 0.1 1,295 +0 2 —
☆CUSIP:808509657 funds › SCHWAB DIVIDEND EQUITY NEW — 0.0% +0.0% 0.1 3,291 +3,291 1 —
☆CUSIP:353496847 funds › FRANKLIN INCOME ADV ADD — 0.0% -0.0% 0.1 25,390 +348 3 —
☆SHYL funds › XTRACKERS SHORT DURATIONHIGH YIELD BOND ETF NEW — 0.0% +0.0% 0.1 1,397 +1,397 1 -18.2%
☆C funds › CITIGROUP INC HOLD — 0.0% +0.0% 0.1 444 +0 5 —
☆LOW funds › LOWES COS INC ADD — 0.0% -0.0% 0.1 284 +1 5 —
☆UNH funds › UNITEDHEALTH GROUP INC HOLD — 0.0% +0.0% 0.1 149 +0 5 —
☆ILCB funds › ISHARES MORNINGSTAR U.S.EQUITY ETF ADD — 0.0% +0.0% 0.1 598 +1 5 —
☆CUSIP:80850L692 funds › SCHWAB TARGET 2065 INDEX ADD — 0.0% +0.0% 0.1 3,843 +3,693 5 —
☆CUSIP:315805663 funds › FIDELITY ADVISOR SMALL CAP M HOLD — 0.0% +0.0% 0.1 1,938 +0 5 —
☆CUSIP:55273E301 funds › MFS INTERNATIONAL INTRINSIC EQUITY A HOLD — 0.0% -0.0% 0.1 1,349 +0 5 —
☆CUSIP:4812C0381 funds › JPMORGAN CORE BOND I TRIM — 0.0% -0.0% 0.1 5,942 -2,120 3 —
☆SGOV funds › ISHARES 0-3 MONTH TREASURY BOND ETF ADD — 0.0% +0.0% 0.1 610 +157 3 -20.8%
☆CUSIP:808516843 funds › CONSERVATIVE POOL HOLD — 0.0% -0.0% 0.1 2,758 +0 3 —
☆IWP funds › ISHARES RUSSELL MID-CAP GROWTH ETF HOLD — 0.0% +0.0% 0.1 405 +0 5 —
☆EFG funds › ISHARES MSCI EAFE GROWTHETF HOLD — 0.0% -0.0% 0.1 480 +0 5 —
☆GMOI funds › GMO INTERNATIONAL VALUE ETF ADD — 0.0% +0.0% 0.1 1,600 +614 4 +14.6%
☆CUSIP:903287308 funds › VICTORY INTERNATIONAL HOLD — 0.0% -0.0% 0.1 1,747 +0 5 —
☆CUSIP:552983801 funds › MFS VALUE A ADD — 0.0% -0.0% 0.1 1,132 +2 5 —
☆DFAI funds › DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF ADD — 0.0% +0.0% 0.1 1,442 +504 3 +4.9%
☆ELV funds › ELEVANCE HEALTH INC HOLD — 0.0% +0.0% 0.1 150 +0 5 —
☆CUSIP:92204X108 funds › VANGUARD MA TAX-EXEMPT INV ADD — 0.0% -0.0% 0.1 5,771 +53 5 —
☆CUSIP:233203504 funds › DFA US MICRO CAP I ADD — 0.0% +0.0% 0.1 1,487 +4 5 —
☆SRE funds › SEMPRA ADD — 0.0% -0.0% 0.1 620 +3 5 —
☆ORCL funds › ORACLE CORP ADD — 0.0% +0.0% 0.1 395 +81 5 —
☆VTEB funds › VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES ADD — 0.0% -0.0% 0.1 1,135 +10 5 —
☆IJR funds › ISHARES CORE S&P SMALL-CAP ETF HOLD — 0.0% +0.0% 0.1 385 +0 5 —
☆OEF funds › ISHARES S&P 100 ETF HOLD — 0.0% +0.0% 0.1 157 +0 5 —
☆CUSIP:74256W584 funds › PRINCIPAL MIDCAP R6 HOLD — 0.0% -0.0% 0.1 1,387 +0 5 —
☆CUSIP:922908686 funds › VANGUARD SMALL CAP INDEX ADMIRAL SHARES HOLD — 0.0% +0.0% 0.1 389 +0 2 —
☆CUSIP:32008F606 funds › FIRST EAGLE GLOBAL I HOLD — 0.0% -0.0% 0.1 668 +0 5 —
☆CUSIP:92206C607 funds › VANGUARD SHORT-TERM CORP BD IDX ADMIRAL HOLD — 0.0% -0.0% 0.1 2,589 +0 2 —
☆YUM funds › YUM BRANDS INC HOLD — 0.0% -0.0% 0.1 345 +0 5 —
☆IWR funds › ISHARES RUSSELL MID-CAP ETF HOLD — 0.0% +0.0% 0.1 500 +0 5 —
☆CUSIP:316071307 funds › FIDELITY ADVISOR NEW INSIGHTS M ADD — 0.0% +0.0% 0.1 1,186 +793 5 —
☆TSLA funds › TESLA INC ADD — 0.0% +0.0% 0.1 129 +50 5 —
☆QCOM funds › QUALCOMM INC HOLD — 0.0% +0.0% 0.1 287 +0 5 —
☆ADP funds › AUTOMATIC DATA PROCESSIN ADD — 0.0% -0.0% 0.1 240 +1 5 —
☆MMM funds › 3M CO ADD — 0.0% +0.0% 0.1 327 +8 5 —
☆SUSA funds › ISHARES ESG OPTIMIZED MSCI USA ETF ADD — 0.0% +0.0% 0.1 337 +1 5 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 0.1 145 +0 5 —
☆SCHM funds › SCHWAB U.S. MID-CAP ETF HOLD — 0.0% +0.0% 0.1 1,399 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES I HOLD Common Stock 0.0% +0.0% 0.1 89 +0 5 —
☆XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF HOLD — 0.0% -0.0% 0.1 428 +0 5 —
☆CUSIP:19766M709 funds › COLUMBIA CONTRARIAN CORE INST3 HOLD — 0.0% +0.0% 0.1 1,158 +0 5 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.0% -0.0% 0.0 480 +0 5 —
☆CUSIP:233203595 funds › DFA US TARGETED VALUE I ADD — 0.0% -0.0% 0.0 1,146 +5 5 —
☆CUSIP:09260B374 funds › BLACKROCK STRATEGIC INCOME OPPS K HOLD — 0.0% -0.0% 0.0 5,084 +0 5 —
☆CUSIP:257132100 funds › DOMINI IMPACT EQUITY INVESTOR HOLD — 0.0% +0.0% 0.0 1,205 +0 5 —
☆MRCY funds › MERCURY SYS INC HOLD — 0.0% +0.0% 0.0 396 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS ADD — 0.0% +0.0% 0.0 100 +61 5 +64.9%
☆NGG funds › NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS HOLD — 0.0% -0.0% 0.0 577 +0 5 —
☆WMMVY funds › WAL-MART DE MEXICO S A FSPONSORED ADR 1 ADR REPS 10 ORD SHS HOLD — 0.0% -0.0% 0.0 1,616 +0 5 —
☆CUSIP:94984B751 funds › ALLSPRING SHORT-TERM MUNICIPAL BD A ADD — 0.0% -0.0% 0.0 4,801 +30 5 —
☆CUSIP:922042700 funds › VANGUARD PACIFIC STOCK INDEX ADMIRAL HOLD — 0.0% +0.0% 0.0 321 +0 2 —
☆ARTY funds › ISHARES FUTURE AI & TECHETF ADD — 0.0% +0.0% 0.0 606 +11 5 —
☆AON funds › AON PLC FCLASS A HOLD — 0.0% -0.0% 0.0 140 +0 5 —
☆CMCSA funds › COMCAST CORP NEW CLASS A ADD — 0.0% -0.0% 0.0 1,880 +2 5 —
☆FCPT funds › FOUR CORNERS PPTY TR INC HOLD — 0.0% -0.0% 0.0 1,841 +0 5 —
☆CUSIP:233203868 funds › DFA LARGE CAP INTERNATIONAL I HOLD — 0.0% -0.0% 0.0 1,204 +0 5 —
☆FDX funds › FEDEX CORP HOLD — 0.0% -0.0% 0.0 141 +0 5 —
☆BLK funds › BLACKROCK INC NEW HOLD — 0.0% -0.0% 0.0 46 +0 5 —
☆CUSIP:091937573 funds › BLACKROCK HEALTH SCIENCES OPPS INV A HOLD — 0.0% -0.0% 0.0 644 +0 5 —
☆KRG funds › KITE RLTY GROUP TR REIT HOLD — 0.0% +0.0% 0.0 1,537 +0 5 —
☆CUSIP:922031869 funds › VANGUARD INFLATION-PROTECTED SECS INV ADD — 0.0% -0.0% 0.0 3,641 +2 5 —
☆BNS funds › BANK NOVA SCOTIA F HOLD — 0.0% +0.0% 0.0 501 +0 5 —
☆NTIOF funds › NTNL BK CDA MONTREAL F HOLD — 0.0% +0.0% 0.0 275 +0 5 —
☆MA funds › MASTERCARD INC CLASS A HOLD — 0.0% -0.0% 0.0 82 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC HOLD — 0.0% -0.0% 0.0 85 +0 5 —
☆IVES funds › DAN IVES WEDBUSH AI REVOLUTION ETF ADD — 0.0% +0.0% 0.0 1,126 +195 5 +20.2%
☆CUSIP:316345107 funds › FIDELITY PURITAN ADD — 0.0% +0.0% 0.0 1,473 +5 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.0% +0.0% 0.0 58 +0 5 —
☆KTB funds › KONTOOR BRANDS INC TRIM — 0.0% -0.0% 0.0 493 -43 5 —
☆IPAC funds › ISHARES CORE MSCI PACIFIC ETF HOLD — 0.0% -0.0% 0.0 507 +0 3 +6.5%
☆GLD funds › SPDR GOLD SHARES HOLD — 0.0% -0.0% 0.0 113 +0 5 —
☆PZA funds › INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF HOLD — 0.0% -0.0% 0.0 1,761 +0 3 -22.3%
☆CUSIP:00900W647 funds › INVESCO INTERNATIONAL GROWTH A HOLD — 0.0% +0.0% 0.0 1,469 +0 5 —
☆DFGX funds › DIMENSIONAL INTERNATIONAL CORE FIXEDINCOME ETF HOLD — 0.0% -0.0% 0.0 758 +0 4 -20.0%
☆IEUR funds › ISHARES CORE MSCI EUROPEETF HOLD — 0.0% -0.0% 0.0 536 +0 3 +1.0%
☆CSX funds › CSX CORP HOLD — 0.0% +0.0% 0.0 836 +0 5 —
☆CME funds › CME GROUP INC CLASS A HOLD — 0.0% -0.0% 0.0 179 +0 5 —
☆CUSIP:256206103 funds › DODGE & COX INTERNATIONAL STOCK I ADD — 0.0% +0.0% 0.0 2,142 +73 5 —
☆DHI funds › D R HORTON INC HOLD — 0.0% +0.0% 0.0 239 +0 5 —
☆RMD funds › RESMED INC HOLD — 0.0% -0.0% 0.0 196 +0 5 —
☆SLB funds › SLB LIMITED F TRIM — 0.0% -0.0% 0.0 829 -1 5 —
☆ES funds › EVERSOURCE ENERGY HOLD — 0.0% -0.0% 0.0 530 +0 5 —
☆VO funds › VANGUARD MID-CAP INDEX FUND ETF SHARES ADD — 0.0% -0.0% 0.0 484 +363 5 —
☆TEL funds › TE CONNECTIVITY PLC F HOLD — 0.0% -0.0% 0.0 190 +0 5 —
☆CUSIP:92535N100 funds › HARRISON STREET REAL ASSETS FUND TRIM — 0.0% -0.0% 0.0 1,286 -1,284 5 —
☆CUSIP:779556109 funds › T. ROWE PRICE MID-CAP GROWTH HOLD — 0.0% -0.0% 0.0 368 +0 5 —
☆QQQM funds › INVESCO NASDAQ 100 ETF ADD — 0.0% +0.0% 0.0 120 +73 5 —
☆CUSIP:779918408 funds › T. ROWE PRICE TAX-EFFICIENT EQUITY I HOLD — 0.0% +0.0% 0.0 391 +0 5 —
☆CUSIP:552989303 funds › MFS GLOBAL GROWTH A HOLD — 0.0% -0.0% 0.0 604 +0 5 —
☆SIRI funds › SIRIUSXM HLDGS INC EQUITCLASS EQUITY TRIM — 0.0% +0.0% 0.0 1,206 -33 5 —
☆DIS funds › DISNEY WALT CO HOLD — 0.0% -0.0% 0.0 366 +0 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN FUND ADD — 0.0% -0.0% 0.0 690 +17 5 —
☆FSTA funds › FIDELITY MSCI CONSUMER STAPLES INDEX ETF HOLD — 0.0% -0.0% 0.0 647 +0 5 —
☆RTX funds › RTX CORP HOLD — 0.0% -0.0% 0.0 180 +0 5 —
☆CUSIP:01877C408 funds › AB LARGE CAP GROWTH ADVISOR HOLD — 0.0% +0.0% 0.0 292 +0 5 —
☆CUSIP:024071771 funds › AMERICAN FDS AMERICAN BALANCED F-3 ADD — 0.0% +0.0% 0.0 838 +3 5 —
☆CUSIP:552985103 funds › MFS GROWTH A HOLD — 0.0% +0.0% 0.0 191 +0 5 —
☆FXU funds › FIRST TRUST UTILITIES ALPHADEX FUND NEW — 0.0% +0.0% 0.0 704 +704 1 -13.6%
☆PLTR funds › PALANTIR TECHNOLOGIES INCLASS A ADD — 0.0% -0.0% 0.0 298 +15 5 —
☆CUSIP:015565419 funds › ALGER CAPITAL APPRECIATION Z TRIM — 0.0% -0.0% 0.0 691 -5,217 2 —
☆CUSIP:746745108 funds › PUTNAM LARGE CAP VALUE A ADD — 0.0% -0.0% 0.0 765 +2 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆CUSIP:891092108 funds › TORO CO HOLD — 0.0% -0.0% 0.0 340 +0 5 —
☆HPQ funds › HP INC HOLD — 0.0% +0.0% 0.0 1,523 +0 5 —
☆NEM funds › NEWMONT CORP HOLD — 0.0% -0.0% 0.0 350 +0 5 —
☆BAER funds › BRIDGER AEROSPACE GROUP ADD — 0.0% +0.0% 0.0 16,750 +7,250 4 -57.7%
☆WMB funds › WILLIAMS COS INC HOLD — 0.0% -0.0% 0.0 439 +0 5 —
☆IHAK funds › ISHARES CYBERSECURITY AND TECH ETF ADD — 0.0% +0.0% 0.0 540 +1 5 —
☆ESGD funds › ISHARES ESG AWARE MSCI EAFE ETF ADD — 0.0% -0.0% 0.0 302 +4 5 —
☆XLP funds › STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF ADD — 0.0% -0.0% 0.0 373 +1 5 —
☆VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES TRIM — 0.0% -0.0% 0.0 196 -1 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.0% -0.0% 0.0 124 +0 5 —
☆CUSIP:808509178 funds › SCHWAB TARGET 2055 NEW — 0.0% +0.0% 0.0 1,430 +1,430 1 —
☆HAL funds › HALLIBURTON CO TRIM — 0.0% -0.0% 0.0 893 -1 5 —
☆DIA funds › STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGEETF TRUST HOLD — 0.0% +0.0% 0.0 57 +0 5 —
☆UPS funds › UNITED PARCEL SVC INC CLASS B ADD — 0.0% -0.0% 0.0 278 +3 5 —
☆CUSIP:922908678 funds › VANGUARD VALUE INDEX ADM HOLD — 0.0% -0.0% 0.0 341 +0 2 —
☆CUSIP:018780106 funds › AB SUSTAINABLE GLOBAL THEMATIC A HOLD — 0.0% +0.0% 0.0 208 +0 5 —
☆FFIV funds › F5 INC HOLD — 0.0% +0.0% 0.0 70 +0 5 —
☆NVS funds › NOVARTIS AG F HOLD — 0.0% -0.0% 0.0 186 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.0% -0.0% 0.0 110 +0 5 —
☆TXT funds › TEXTRON INC HOLD — 0.0% -0.0% 0.0 325 +0 5 —
☆DFAE funds › DIMENSIONAL EMERGING CORE EQUITY MARKET ETF ADD — 0.0% +0.0% 0.0 740 +725 1 -11.0%
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.0% -0.0% 0.0 925 -3,159 5 —
☆CUSIP:901165100 funds › TWEEDY, BROWNE INTERNATIONAL VALUE FUND HOLD — 0.0% -0.0% 0.0 942 +0 5 —
☆CUSIP:74440B405 funds › PGIM TOTAL RETURN BOND Z ADD — 0.0% -0.0% 0.0 2,432 +28 3 —
☆RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF ADD — 0.0% -0.0% 0.0 133 +1 5 —
☆CUSIP:922042809 funds › VANGUARD EUROPEAN STOCK ADMIRAL HOLD — 0.0% -0.0% 0.0 254 +0 2 —
☆BTI funds › BRITISH AMERN TOB PLC FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS HOLD — 0.0% -0.0% 0.0 465 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% -0.0% 0.0 143 +0 5 —
☆CUSIP:87282F102 funds › T. ROWE PRICE U.S. EQUITY RESEARCH I HOLD — 0.0% +0.0% 0.0 384 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC HOLD — 0.0% -0.0% 0.0 265 +0 5 —
☆AUEIX funds › AQR LARGE CAP DEFENSIVE STYLE I NEW Open-End Fund 0.0% +0.0% 0.0 1,446 +1,446 1 —
☆VVOAX funds › INVESCO VALUE OPPORTUNITIES A HOLD Open-End Fund 0.0% +0.0% 0.0 948 +0 5 —
☆BDX funds › BECTON DICKINSON & CO HOLD — 0.0% -0.0% 0.0 180 +0 5 —
☆CUSIP:316390863 funds › FIDELITY SELECT SEMICONDUCTORS ADD — 0.0% +0.0% 0.0 384 +32 5 —
☆QSERX funds › AQR SMALL CAP MULTI-STYLE R6 HOLD Open-End Fund 0.0% +0.0% 0.0 1,174 +0 5 —
☆TFI funds › STATE STREET SPDR NUVEENICE MUNICIPAL BOND ETF HOLD — 0.0% -0.0% 0.0 609 +0 3 -22.9%
☆AMGN funds › AMGEN INC HOLD Common Stock 0.0% -0.0% 0.0 74 +0 5 —
☆WELL funds › WELLTOWER INC REIT HOLD — 0.0% +0.0% 0.0 115 +0 5 —
☆CUSIP:921910105 funds › VANGUARD US GROWTH INVESTOR HOLD — 0.0% +0.0% 0.0 350 +0 5 —
☆BOTZ funds › GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF HOLD — 0.0% +0.0% 0.0 695 +0 5 —
☆CUSIP:893962415 funds › TRANSAMERICA US GROWTH A HOLD — 0.0% +0.0% 0.0 767 +0 5 —
☆CUSIP:808509533 funds › SCHWAB TARGET 2040 ADD — 0.0% +0.0% 0.0 1,292 +279 5 —
☆FAST funds › FASTENAL CO HOLD — 0.0% -0.0% 0.0 546 +0 5 —
☆MDLZ funds › MONDELEZ INTL INC CLASS A ADD — 0.0% -0.0% 0.0 452 +1 5 —
☆CUSIP:316069103 funds › FIDELITY ASSET MANAGER 50 HOLD — 0.0% -0.0% 0.0 1,067 +0 4 —
☆CUSIP:921937694 funds › VANGUARD MID-CAP VALUE INDEX ADMIRAL HOLD — 0.0% -0.0% 0.0 248 +0 2 —
☆IWV funds › ISHARES RUSSELL 3000 ETF HOLD — 0.0% +0.0% 0.0 59 +0 5 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES ADD — 0.0% +0.0% 0.0 207 +182 5 —
☆SCZ funds › ISHARES MSCI EAFE SMALL-CAP ETF HOLD — 0.0% -0.0% 0.0 301 +0 5 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.0 287 +67 5 —
☆CUSIP:4812A1464 funds › JPMORGAN US VALUE I ADD — 0.0% +0.0% 0.0 240 +1 3 —
☆CUSIP:808509194 funds › SCHWAB TARGET 2045 NEW — 0.0% +0.0% 0.0 1,177 +1,177 1 —
☆IRM funds › IRON MTN INC NEW REIT HOLD — 0.0% +0.0% 0.0 192 +0 5 —
☆CUSIP:92646A831 funds › VICTORY SYCAMORE ESTABLISHED VALUE I ADD — 0.0% -0.0% 0.0 482 +2 5 —
☆PTH funds › INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETF NEW — 0.0% +0.0% 0.0 401 +401 1 +96.4%
☆AMCR funds › AMCOR PLC F TRIM — 0.0% -0.0% 0.0 545 -206 2 -40.2%
☆CUSIP:746745405 funds › PUTNAM LARGE CAP VALUE Y TRIM — 0.0% -0.0% 0.0 537 -5,246 2 —
☆CUSIP:76882K405 funds › WEDGEWOOD RETAIL HOLD — 0.0% -0.0% 0.0 5,442 +0 5 —
☆SPTM funds › STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E HOLD — 0.0% +0.0% 0.0 262 +0 5 —
☆SOXX funds › ISHARES SEMICONDUCTOR ETF HOLD — 0.0% +0.0% 0.0 36 +0 5 —
☆DNP funds › DNP SELECT INCOME HOLD — 0.0% -0.0% 0.0 2,185 +0 5 —
☆DFIC funds › DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF ADD — 0.0% -0.0% 0.0 596 +7 3 +5.9%
☆CUSIP:471023648 funds › JANUS HENDERSON GLOBAL SELECT T HOLD — 0.0% +0.0% 0.0 1,040 +0 5 —
☆DG funds › DOLLAR GEN CORP NEW HOLD — 0.0% -0.0% 0.0 195 +0 5 —
☆DFNL funds › DAVIS SELECT FINANCIAL ETF HOLD — 0.0% -0.0% 0.0 448 +0 4 +0.8%
☆CUSIP:80850L783 funds › SCHWAB TARGET 2050 INDEX NEW — 0.0% +0.0% 0.0 922 +922 1 —
☆JMBS funds › JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF HOLD — 0.0% -0.0% 0.0 507 +0 4 -17.8%
☆CUSIP:876902404 funds › AMERICAN FUNDS TAX-EXEMPT BOND F1 ADD — 0.0% -0.0% 0.0 1,780 +13 5 —
☆CUSIP:25434D708 funds › DFA INTERNATIONAL VALUE III ADD — 0.0% -0.0% 0.0 846 +10 5 —
☆CUSIP:41665H326 funds › HARTFORD SCHRODERS US SMALL CAP OPPS I HOLD — 0.0% +0.0% 0.0 660 +0 5 —
☆DFSE funds › DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF HOLD — 0.0% +0.0% 0.0 454 +0 5 —
☆CUSIP:55273G298 funds › MFS INTL DIVERSIFICATION I HOLD — 0.0% -0.0% 0.0 709 +0 3 —
☆CUSIP:87245R714 funds › NUVEEN CORE IMPACT BOND A ADD — 0.0% -0.0% 0.0 2,393 +24 5 —
☆TD funds › TORONTO DOMINION BK ON F HOLD — 0.0% +0.0% 0.0 178 +0 5 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.0% -0.0% 0.0 263 +0 5 —
☆ASAZY funds › ASSA ABLOY AB FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS HOLD — 0.0% -0.0% 0.0 1,134 +0 5 —
☆FFLC funds › FIDELITY FUNDAMENTAL LARGE CAP CORE ETF TRIM — 0.0% -0.0% 0.0 344 -324 5 —
☆UNM funds › UNUM GROUP HOLD — 0.0% +0.0% 0.0 224 +0 5 —
☆CUSIP:80850L742 funds › SCHWAB TARGET 2060 INDEX NEW — 0.0% +0.0% 0.0 816 +816 1 —
☆CUSIP:277432100 funds › EASTMAN CHEM CO ADD — 0.0% -0.0% 0.0 313 +4 3 —
☆CUSIP:939330775 funds › AMERICAN FDS WASHINGTON MUTUAL F-3 ADD — 0.0% -0.0% 0.0 306 +13 5 —
☆CCL funds › CARNIVAL CORP LTD F NEW — 0.0% +0.0% 0.0 703 +703 1 +44.7%
☆BCHI funds › GMO BEYOND CHINA ETF NEW — 0.0% +0.0% 0.0 513 +513 1 -195.7%
☆FESM funds › FIDELITY ENHANCED SMALL CAP CORE ETF TRIM — 0.0% -0.0% 0.0 419 -130 4 +22.1%
☆BHP funds › BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS HOLD — 0.0% -0.0% 0.0 234 +0 5 —
☆CUSIP:4812C0530 funds › JPMORGAN LARGE CAP GROWTH I TRIM — 0.0% -0.0% 0.0 224 -1,554 5 —
☆CUSIP:575736103 funds › MFS MASSACHUSETTS INVESTORS TR A HOLD — 0.0% -0.0% 0.0 504 +0 5 —
☆IEF funds › ISHARES 7-10 YEAR TREASURY BOND ETF HOLD — 0.0% -0.0% 0.0 210 +0 5 —
☆CUSIP:921909503 funds › VANGUARD LIFESTRATEGY 80/20 INV SHRS NEW — 0.0% +0.0% 0.0 347 +347 1 —
☆SWK funds › STANLEY BLACK & DECKER I TRIM — 0.0% +0.0% 0.0 207 -9 5 —
☆PKG funds › PACKAGING CORP AMER HOLD — 0.0% -0.0% 0.0 81 +0 5 —
☆BAC funds › BANK OF AMERICA CORP HOLD — 0.0% +0.0% 0.0 348 +0 5 —
☆RWO funds › STATE STREET SPDR DOW JONES GLOBAL REAL ESTATEETF NEW — 0.0% +0.0% 0.0 397 +397 1 -5.1%
☆PDI funds › PIMCO DYNAMIC INCOME ADD — 0.0% -0.0% 0.0 1,172 +4 5 —
☆AOK funds › ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF ADD — 0.0% -0.0% 0.0 464 +3 5 —
☆CUSIP:885215731 funds › THORNBURG AMERICAN OPPORTUNITIES A HOLD — 0.0% -0.0% 0.0 228 +0 5 —
☆CUSIP:46131G406 funds › INVESCO SENIOR LOAN IB NEW — 0.0% +0.0% 0.0 3,661 +3,661 1 —
☆CUSIP:413838400 funds › OAKMARK EQUITY AND INCOME INVESTOR ADD — 0.0% -0.0% 0.0 507 +3 5 —
☆SHLD funds › GLOBAL X DEFENSE TECH ETF ADD — 0.0% -0.0% 0.0 312 +51 3 -10.3%

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 497 948 0.07 37% 0.021 0.416 — in
2026Q1 443 941 0.05 35% 0.020 0.417 — in
2025Q4 431 921 0.07 37% 0.020 0.346 — in
2025Q3 420 896 0.06 36% 0.020 0.355 — in
2025Q2 386 861 0.10 35% 0.020 0.303 — entered
2025Q1 343 755 0.00 35% 0.020 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