Fund Universe

Kingdom Financial Group LLC.

CIK 0001962236 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.603
AUM ($M)
391
Positions
855
Turnover
0.10
Top-10 wt
66%
Herfindahl
0.064
History (qtrs)
6
Excess Return

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Quarter
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Security type

Holdings · 500 of 997 positions (showing top 500 by weight) · portfolio value $391M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SCEC funds › CAPITOL SER TR ADD 15.2% -1.3% 59.5 2,375,988 +81,473 5
IWY funds › ISHARES TR ADD 13.5% +1.5% 52.7 181,309 +13,048 5
IWX funds › ISHARES TR ADD 8.7% +1.0% 34.2 324,849 +33,294 5
SCNM funds › STERLING CAP FDS TRIM 8.1% -1.0% 31.6 1,257,882 -20,434 2
EFV funds › ISHARES TR ADD 4.4% +0.1% 17.1 223,583 +21,809 5
IWS funds › ISHARES TR TRIM 4.1% -0.0% 16.1 97,730 -885 5
EFG funds › ISHARES TR ADD 3.9% +0.1% 15.2 122,315 +4,613 5
IEMG funds › ISHARES INC ADD 3.6% +0.4% 14.1 170,072 +9,928 5
VOO funds › VANGUARD INDEX FDS TRIM 2.5% -0.0% 10.0 14,496 -475 5
VTWO funds › VANGUARD SCOTTSDALE FDS ADD 2.4% +0.3% 9.4 77,417 +3,042 5
IWP funds › ISHARES TR ADD 1.4% +0.3% 5.4 36,778 +6,963 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 1.1% -0.0% 4.5 18,808 -306 3
NOBL funds › PROSHARES TR ADD 1.1% -0.1% 4.1 73,876 +36,316 3
NVDA funds › NVIDIA CORPORATION TRIM 1.0% -0.3% 3.9 19,638 -6,753 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 1.0% +0.3% 3.9 8,176 +783 4
AVGO funds › BROADCOM INC TRIM 0.8% -0.0% 3.1 8,245 -778 5
STEW funds › SRH TOTAL RETURN FUND INC ADD 0.7% -0.0% 2.9 163,061 +8,225 3
MUB funds › ISHARES TR ADD 0.7% +0.1% 2.8 26,256 +6,312 5
V funds › VISA INC ADD 0.6% -0.0% 2.4 13,835 +52 5
CAT funds › CATERPILLAR INC ADD 0.5% +0.5% 2.1 1,929 +1,792 3
JPM funds › JPMORGAN CHASE & CO TRIM 0.5% -0.0% 2.0 6,234 -214 5
LRCX funds › LAM RESEARCH CORP TRIM 0.5% +0.2% 1.9 4,411 -1,026 3
QQQ funds › INVESCO QQQ TR TRIM 0.4% +0.0% 1.6 2,229 -246 3
RTX funds › RTX CORPORATION ADD 0.4% -0.1% 1.6 8,480 +112 3
SPYM funds › SPDR SERIES TRUST ADD 0.4% +0.0% 1.5 16,836 +947 5
SCEP funds › STERLING CAP FDS TRIM 0.4% -0.0% 1.5 58,389 -3,899 2
MU funds › MICRON TECHNOLOGY INC TRIM 0.4% +0.1% 1.5 1,260 -1,240 3
AGEM funds › ABRDN FDS TRIM 0.4% +0.0% 1.4 28,423 -1,279 3
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.4% +0.4% 1.4 8,037 +8,037 1
IDEV funds › ISHARES TR TRIM 0.3% -0.1% 1.4 15,350 -1,348 3
MAYW funds › AIM ETF PRODUCTS TRUST NEW 0.3% +0.3% 1.3 38,784 +38,784 1
SMH funds › VANECK ETF TRUST TRIM 0.3% +0.1% 1.3 2,048 -590 3
AAPL funds › APPLE INC ADD 0.3% +0.0% 1.3 4,690 +84 5
GE funds › GE AEROSPACE TRIM 0.3% -0.0% 1.3 3,532 -1,180 3
DRAM funds › ROUNDHILL ETF TRUST NEW 0.3% +0.3% 1.3 16,947 +16,947 1
SCMC funds › STERLING CAP FDS ADD 0.3% -0.0% 1.2 48,425 +3,424 2
KO funds › COCA COLA CO TRIM 0.3% -0.0% 1.2 14,615 -966 3
SIXD funds › AIM ETF PRODUCTS TRUST ADD 0.3% +0.3% 1.1 34,475 +33,560 3
GOOGL funds › ALPHABET INC TRIM 0.3% -0.0% 1.0 2,891 -675 5
FBCG funds › FIDELITY COVINGTON TRUST ADD 0.3% +0.3% 1.0 16,332 +15,721 2
STRL funds › STERLING INFRASTRUCTURE INC TRIM 0.3% +0.1% 1.0 1,206 -355 3
ONEZ funds › ELEVATION SERIES TRUST ADD 0.3% +0.1% 1.0 35,845 +20,940 5
WTRG funds › ESSENTIAL UTILS INC ADD 0.2% -0.0% 0.9 24,402 +1,265 3
SCHP funds › SCHWAB STRATEGIC TR TRIM 0.2% -0.3% 0.9 35,038 -35,022 3
DELL funds › DELL TECHNOLOGIES INC ADD 0.2% +0.2% 0.9 2,149 +2,141 2
AGG funds › ISHARES TR TRIM 0.2% -0.1% 0.9 9,200 -929 3
ITW funds › ILLINOIS TOOL WKS INC TRIM 0.2% -0.0% 0.9 3,351 -157 3
JUNW funds › AIM ETF PRODUCTS TRUST NEW 0.2% +0.2% 0.9 25,625 +25,625 1
XLK funds › SELECT SECTOR SPDR TR ADD 0.2% +0.1% 0.9 4,498 +906 3
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.2% +0.0% 0.9 12,005 +650 4
CME funds › CME GROUP INC ADD 0.2% -0.1% 0.8 3,679 +318 3
R funds › RYDER SYS INC TRIM 0.2% -0.0% 0.8 3,036 -1,141 3
TUA funds › SIMPLIFY EXCHANGE TRADED FUN ADD 0.2% -0.0% 0.8 38,296 +35 5
GEV funds › GE VERNOVA INC TRIM 0.2% +0.0% 0.7 635 -11 3
STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM 0.2% +0.1% 0.7 745 -419 3
CINF funds › CINCINNATI FINL CORP TRIM 0.2% -0.0% 0.7 3,882 -277 3
ED funds › CONSOLIDATED EDISON INC TRIM 0.2% -0.0% 0.7 6,168 -345 3
MAYT funds › AIM ETF PRODUCTS TRUST NEW 0.2% +0.2% 0.7 17,467 +17,467 1
IDA funds › IDACORP INC TRIM 0.2% -0.0% 0.7 4,501 -297 3
PLD funds › PROLOGIS INC. TRIM 0.2% -0.0% 0.7 4,849 -484 3
NI funds › NISOURCE INC TRIM 0.2% -0.0% 0.7 13,808 -786 3
CSCO funds › CISCO SYS INC TRIM 0.2% -0.0% 0.6 5,464 -3,533 4
CNA funds › CNA FINL CORP TRIM 0.2% -0.0% 0.6 13,145 -391 3
EMR funds › EMERSON ELEC CO TRIM 0.2% -0.0% 0.6 4,395 -92 3
SJM funds › SMUCKER J M CO TRIM 0.2% -0.0% 0.6 5,566 -278 3
REG funds › REGENCY CTRS CORP TRIM 0.2% -0.0% 0.6 7,665 -449 3
EXC funds › EXELON CORP TRIM 0.2% -0.0% 0.6 13,106 -663 4
VRT funds › VERTIV HOLDINGS CO ADD 0.2% +0.1% 0.6 1,814 +457 3
WEC funds › WEC ENERGY GROUP INC TRIM 0.2% -0.0% 0.6 5,183 -138 3
DLR funds › DIGITAL RLTY TR INC TRIM 0.2% -0.0% 0.6 3,365 -210 3
GD funds › GENERAL DYNAMICS CORP ADD 0.2% +0.1% 0.6 1,688 +715 3
IHAK funds › ISHARES TR ADD 0.2% +0.1% 0.6 9,785 +9,354 2
ALLE funds › ALLEGION PLC ADD 0.1% -0.0% 0.6 4,179 +185 3
AFL funds › AFLAC INC TRIM Common Stock 0.1% -0.0% 0.6 4,954 -264 3
ITA funds › ISHARES TR TRIM 0.1% -0.0% 0.6 2,386 -565 3
MGK funds › VANGUARD WORLD FD ADD 0.1% +0.1% 0.6 6,550 +5,751 3
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.1% 0.6 3,442 +62 4
ATRO funds › ASTRONICS CORP TRIM 0.1% -0.1% 0.6 6,919 -4,837 3
IVW funds › ISHARES TR ADD 0.1% +0.0% 0.6 4,004 +77 3
MSFT funds › MICROSOFT CORP ADD 0.1% -0.0% 0.5 1,442 +7 5
BILZ funds › PIMCO ETF TR ADD 0.1% +0.1% 0.5 5,276 +3,082 5
LMT funds › LOCKHEED MARTIN CORP TRIM 0.1% -0.1% 0.5 1,044 -41 3
FDCF funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.1% 0.5 10,491 +10,050 2
AMZN funds › AMAZON COM INC TRIM 0.1% -0.0% 0.5 2,188 -86 5
SOXX funds › ISHARES TR TRIM 0.1% +0.0% 0.5 798 -264 3
WDC funds › WESTERN DIGITAL CORP TRIM 0.1% -0.0% 0.5 771 -901 2
FBOT funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.1% 0.5 11,693 +11,197 2
ABBV funds › ABBVIE INC TRIM 0.1% -0.1% 0.5 1,821 -1,242 4
SIMO funds › SILICON MOTION TECHNOLOGY CO NEW 0.1% +0.1% 0.5 1,364 +1,364 1
FDFF funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.1% 0.4 13,523 +12,991 2
IUSB funds › ISHARES TR TRIM 0.1% -0.0% 0.4 9,394 -595 3
QQQE funds › DIREXION SHARES ETF TRUST ADD 0.1% +0.0% 0.4 3,497 +424 3
GPC funds › GENUINE PARTS CO TRIM 0.1% -0.1% 0.4 3,459 -2,515 3
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% +0.0% 0.4 399 -12 4
NTES funds › NETEASE COM INC ADD 0.1% +0.0% 0.4 3,125 +523 3
HWM funds › HOWMET AEROSPACE INC ADD 0.1% +0.0% 0.4 1,489 +124 3
CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.1% 0.4 4,396 +2,013 3
DYNF funds › BLACKROCK ETF TRUST TRIM 0.1% -0.0% 0.4 5,747 -769 3
SEPZ funds › ELEVATION SERIES TRUST TRIM 0.1% -0.0% 0.4 8,602 -970 4
XAR funds › SPDR SERIES TRUST ADD 0.1% +0.0% 0.4 1,372 +25 3
IVE funds › ISHARES TR TRIM 0.1% -0.0% 0.4 1,660 -710 3
TSLA funds › TESLA INC TRIM 0.1% -0.0% 0.4 895 -92 4
J funds › JACOBS SOLUTIONS INC ADD 0.1% +0.0% 0.4 2,938 +783 3
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.1% -0.1% 0.4 3,124 -775 4
CORO funds › BLACKROCK ETF TRUST TRIM 0.1% -0.0% 0.3 9,520 -1,358 2
BND funds › VANGUARD BD INDEX FDS ADD 0.1% +0.1% 0.3 4,695 +3,899 3
TLT funds › ISHARES TR ADD 0.1% +0.0% 0.3 3,976 +1,210 3
EVRG funds › EVERGY INC TRIM 0.1% -0.0% 0.3 3,923 -261 3
HDV funds › ISHARES TR ADD 0.1% -0.0% 0.3 12,241 +9,831 3
ESS funds › ESSEX PPTY TR INC HOLD 0.1% +0.0% 0.3 1,141 +0 3
CNP funds › CENTERPOINT ENERGY INC TRIM 0.1% -0.0% 0.3 7,444 -470 3
SAH funds › SONIC AUTOMOTIVE INC TRIM 0.1% +0.0% 0.3 3,865 -398 3
FUTY funds › FIDELITY COVINGTON TRUST ADD 0.1% -0.0% 0.3 5,607 +252 3
XLU funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.3 7,179 +17 3
AEG funds › AEGON LTD ADD 0.1% +0.0% 0.3 38,040 +208 2
VGIT funds › VANGUARD SCOTTSDALE FDS TRIM 0.1% -0.0% 0.3 5,431 -342 3
AMGN funds › AMGEN INC TRIM 0.1% -0.0% 0.3 879 -60 3
LITE funds › LUMENTUM HLDGS INC ADD 0.1% +0.0% 0.3 368 +23 2
INTC funds › INTEL CORP TRIM 0.1% +0.0% 0.3 2,233 -1,709 3
SHV funds › ISHARES TR TRIM 0.1% -0.0% 0.3 2,813 -567 3
WM funds › WASTE MGMT INC DEL TRIM 0.1% -0.1% 0.3 1,389 -674 4
EIX funds › EDISON INTL TRIM 0.1% -0.0% 0.3 4,133 -232 3
GOVT funds › ISHARES TR ADD 0.1% +0.0% 0.3 13,377 +1,726 5
HON funds › HONEYWELL INTL INC NEW 0.1% +0.1% 0.3 1,330 +1,330 1
HONA funds › HONEYWELL AEROSPACE INC NEW 0.1% +0.1% 0.3 1,330 +1,330 1
PAYM funds › ELEVATION SERIES TRUST TRIM 0.1% -0.0% 0.3 11,633 -1,083 2
GILD funds › GILEAD SCIENCES INC TRIM 0.1% -0.0% 0.3 2,247 -134 3
XMPT funds › VANECK ETF TRUST ADD 0.1% -0.0% 0.3 12,066 +176 3
DAVE funds › DAVE INC ADD 0.1% +0.1% 0.3 722 +712 2
MTUM funds › ISHARES TR ADD 0.1% +0.0% 0.3 776 +442 3
IVV funds › ISHARES TR TRIM 0.1% -0.0% 0.3 352 -49 3
MBB funds › ISHARES TR ADD 0.1% -0.0% 0.3 2,788 +88 4
WMT funds › WALMART INC ADD 0.1% -0.0% 0.3 2,321 +36 3
JNJ funds › JOHNSON & JOHNSON TRIM 0.1% -0.2% 0.3 1,027 -2,327 5
CRS funds › CARPENTER TECHNOLOGY CORP TRIM 0.1% -0.1% 0.3 413 -901 3
TER funds › TERADYNE INC TRIM 0.1% +0.0% 0.2 513 -26 3
VNQ funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.2 2,474 +1,986 3
ATEN funds › A10 NETWORKS INC NEW 0.1% +0.1% 0.2 6,254 +6,254 1
BAI funds › BLACKROCK ETF TRUST TRIM 0.1% +0.0% 0.2 4,417 -1,473 3
KALU funds › KAISER ALUMINIUM CORPORATION TRIM 0.1% +0.0% 0.2 1,183 -103 3
WDIV funds › SPDR INDEX SHS FDS ADD 0.1% -0.0% 0.2 2,811 +39 3
SNPS funds › SYNOPSYS INC HOLD 0.1% +0.0% 0.2 500 +0 2
SCSB funds › STERLING CAP FDS ADD 0.1% -0.0% 0.2 8,900 +39 2
FGD funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% -0.0% 0.2 6,842 +54 3
PZA funds › INVESCO EXCH TRADED FD TR II ADD 0.1% -0.0% 0.2 9,234 +88 3
TT funds › TRANE TECHNOLOGIES PLC ADD 0.1% +0.0% 0.2 434 +81 3
XLF funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.2 3,963 -1,790 3
VTI funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.2 574 +63 3
NBIX funds › NEUROCRINE BIOSCIENCES INC ADD 0.1% +0.1% 0.2 1,222 +1,207 3
DIA funds › STATE STR SPDR DOW JONES IND ADD 0.0% +0.0% 0.2 366 +66 3
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.0% +0.0% 0.2 454 -96 5
IALT funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.2 6,666 +6,666 1
SCCO funds › SOUTHERN COPPER CORP TRIM 0.0% -0.0% 0.2 1,069 -552 2
CIEN funds › CIENA CORP NEW 0.0% +0.0% 0.2 375 +375 1
XLG funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.2 2,968 +194 3
MAGS funds › LISTED FDS TR TRIM 0.0% -0.0% 0.2 2,816 -347 3
HP funds › HELMERICH & PAYNE INC NEW 0.0% +0.0% 0.2 5,519 +5,519 1
SCHD funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.2 5,651 +6 3
BP funds › BP PLC TRIM 0.0% -0.0% 0.2 4,797 -134 3
EUAD funds › SPINNAKER ETF SERIES ADD 0.0% +0.0% 0.2 4,176 +562 3
LTPZ funds › PIMCO ETF TR ADD 0.0% +0.0% 0.2 3,400 +1,512 3
TXN funds › TEXAS INSTRS INC ADD 0.0% +0.0% 0.2 577 +337 3
VTV funds › VANGUARD INDEX FDS TRIM 0.0% -0.1% 0.2 744 -1,386 3
MGC funds › VANGUARD WORLD FD NEW 0.0% +0.0% 0.2 576 +576 1
VV funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 437 +437 1
JUNT funds › AIM ETF PRODUCTS TRUST ADD 0.0% +0.0% 0.1 3,848 +1,748 3
VGLT funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.1 2,634 -213 3
ICVT funds › ISHARES TR TRIM 0.0% +0.0% 0.1 1,191 -46 3
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.0% +0.0% 0.1 153 +71 3
AA funds › ALCOA CORP ADD 0.0% -0.0% 0.1 2,749 +44 2
META funds › META PLATFORMS INC TRIM 0.0% -0.0% 0.1 252 -139 5
GGOV funds › BLACKROCK ETF TRUST II NEW 0.0% +0.0% 0.1 2,802 +2,802 1
ETR funds › ENTERGY CORP NEW ADD 0.0% -0.0% 0.1 1,219 +61 3
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.1 394 -3 4
JANW funds › AIM ETF PRODUCTS TRUST HOLD 0.0% -0.0% 0.1 3,574 +0 3
DECW funds › AIM ETF PRODUCTS TRUST HOLD 0.0% -0.0% 0.1 3,873 +0 5
ZROZ funds › PIMCO ETF TR ADD 0.0% +0.0% 0.1 2,108 +1,221 3
XLV funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.1 835 +32 3
AVEM funds › AMERICAN CENTY ETF TR ADD 0.0% +0.0% 0.1 1,368 +1,310 2
CASS funds › CASS INFORMATION SYS INC ADD 0.0% +0.0% 0.1 2,557 +1,937 3
JPST funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% +0.0% 0.1 2,560 +314 3
GOOG funds › ALPHABET INC TRIM 0.0% -0.0% 0.1 350 -462 3
IVT funds › INVENTRUST PPTYS CORP ADD 0.0% +0.0% 0.1 3,408 +26 3
SHLD funds › GLOBAL X FDS ADD 0.0% -0.0% 0.1 1,999 +151 3
THRO funds › BLACKROCK ETF TRUST TRIM 0.0% -0.0% 0.1 2,651 -1,136 3
BSV funds › VANGUARD BD INDEX FDS ADD 0.0% +0.0% 0.1 1,460 +1,169 3
CSX funds › CSX CORP ADD 0.0% +0.0% 0.1 2,364 +201 3
VUG funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.1 1,252 +836 3
KMB funds › KIMBERLY-CLARK CORP ADD 0.0% +0.0% 0.1 977 +425 3
AOM funds › ISHARES TR NEW 0.0% +0.0% 0.1 2,145 +2,145 1
NULG funds › NUSHARES ETF TR ADD 0.0% +0.0% 0.1 869 +491 3
IAUM funds › ISHARES GOLD TRUST MICRO TRIM 0.0% -0.0% 0.1 2,462 -2,718 3
VGSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.1 1,609 -150 5
AVLC funds › AMERICAN CENTY ETF TR TRIM 0.0% +0.0% 0.1 1,037 -17 3
IJR funds › ISHARES TR TRIM 0.0% -0.0% 0.1 613 -521 3
APPS funds › DIGITAL TURBINE INC TRIM 0.0% +0.0% 0.1 6,977 -5,039 3
XTEN funds › BONDBLOXX ETF TRUST TRIM 0.0% -0.0% 0.1 1,951 -93 3
EDIV funds › SPDR INDEX SHS FDS ADD 0.0% -0.0% 0.1 2,110 +11 3
SPLS funds › PIMCO ETF TR TRIM 0.0% -0.0% 0.1 1,568 -133 2
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.0% -0.0% 0.1 114 -95 3
IEFA funds › ISHARES TR ADD 0.0% +0.0% 0.1 866 +450 3
GMAY funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.1 1,920 +1,920 1
PAYH funds › ELEVATION SERIES TRUST TRIM 0.0% +0.0% 0.1 3,311 -178 2
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.0% +0.0% 0.1 1,566 +1,507 2
DECT funds › AIM ETF PRODUCTS TRUST TRIM 0.0% -0.0% 0.1 2,035 -192 3
BINC funds › BLACKROCK ETF TRUST II TRIM 0.0% -0.0% 0.1 1,510 -1,217 3
TROW funds › PRICE T ROWE GROUP INC TRIM 0.0% -0.0% 0.1 684 -257 3
SPTL funds › SPDR SERIES TRUST TRIM 0.0% -0.1% 0.1 2,962 -10,067 3
ARTY funds › ISHARES TR ADD 0.0% +0.0% 0.1 1,020 +1 3
NEE funds › NEXTERA ENERGY INC TRIM 0.0% -0.0% 0.1 882 -293 3
MINT funds › PIMCO ETF TR ADD 0.0% -0.0% 0.1 762 +8 5
CEG funds › CONSTELLATION ENERGY CORP TRIM 0.0% -0.0% 0.1 307 -21 3
ONEH funds › ELEVATION SERIES TRUST TRIM 0.0% -0.0% 0.1 3,081 -244 2
ADI funds › ANALOG DEVICES INC ADD 0.0% +0.0% 0.1 190 +182 3
QCOM funds › QUALCOMM INC ADD 0.0% +0.0% 0.1 397 +319 3
SPD funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.0% -0.0% 0.1 1,766 -119 3
PM funds › PHILIP MORRIS INTL INC ADD 0.0% +0.0% 0.1 397 +215 3
USMV funds › ISHARES TR TRIM 0.0% -0.0% 0.1 745 -4 3
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.0% +0.0% 0.1 123 -159 3
VO funds › VANGUARD INDEX FDS ADD 0.0% -0.0% 0.1 878 +478 3
AVMC funds › AMERICAN CENTY ETF TR ADD 0.0% -0.0% 0.1 876 +2 3
VXUS funds › VANGUARD STAR FDS NEW 0.0% +0.0% 0.1 809 +809 1
SHOC funds › EA SERIES TRUST TRIM 0.0% +0.0% 0.1 565 -54 3
SPYC funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.0% -0.0% 0.1 1,506 -124 3
BEN funds › FRANKLIN RESOURCES INC TRIM 0.0% +0.0% 0.1 2,062 -239 3
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.0% -0.0% 0.1 97 -116 3
T funds › AT&T INC TRIM 0.0% -0.0% 0.1 3,292 -628 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.0% -0.0% 0.1 136 +9 4
BLCR funds › BLACKROCK ETF TRUST TRIM 0.0% -0.0% 0.1 1,351 -235 2
USIG funds › ISHARES TR TRIM 0.0% -0.0% 0.1 1,305 -28 3
SO funds › SOUTHERN CO ADD 0.0% +0.0% 0.1 692 +563 3
NVO funds › NOVO-NORDISK A S TRIM 0.0% +0.0% 0.1 1,374 -67 3
ISMF funds › BLACKROCK ETF TRUST TRIM 0.0% -0.0% 0.1 2,353 -53 2
COHR funds › COHERENT CORP TRIM 0.0% -0.1% 0.1 166 -1,000 3
SPMO funds › INVESCO EXCH TRADED FD TR II ADD 0.0% +0.0% 0.1 404 +13 2
CAH funds › CARDINAL HEALTH INC TRIM 0.0% -0.0% 0.1 269 -15 3
LEG funds › LEGGETT & PLATT INC TRIM 0.0% +0.0% 0.1 5,447 -160 3
SYSB funds › ISHARES TR ADD 0.0% -0.0% 0.1 707 +5 3
BIV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 0.1 816 -146 2
FRT funds › FEDERAL RLTY INVT TR NEW TRIM 0.0% +0.0% 0.1 504 -14 3
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.0% +0.0% 0.1 450 +48 2
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.0% -0.0% 0.1 1,827 -518 3
ADM funds › ARCHER DANIELS MIDLAND CO TRIM 0.0% -0.0% 0.1 790 -29 3
TGT funds › TARGET CORP TRIM 0.0% -0.0% 0.1 459 -13 3
IJH funds › ISHARES TR TRIM 0.0% -0.0% 0.1 768 -328 3
ARKQ funds › ARK ETF TR HOLD 0.0% +0.0% 0.1 445 +0 3
JULT funds › AIM ETF PRODUCTS TRUST HOLD 0.0% -0.0% 0.1 1,220 +0 3
VCSH funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.1 733 -387 3
IGEB funds › ISHARES TR ADD 0.0% -0.0% 0.1 1,280 +17 2
D funds › DOMINION ENERGY INC NEW 0.0% +0.0% 0.1 842 +842 1
PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD 0.0% -0.0% 0.1 702 +6 3
ANET funds › ARISTA NETWORKS INC TRIM 0.0% +0.0% 0.1 332 -2 3
QUAL funds › ISHARES TR TRIM 0.0% -0.1% 0.1 255 -1,323 3
SNX funds › TD SYNNEX CORPORATION TRIM 0.0% +0.0% 0.1 207 -22 3
PG funds › PROCTER & GAMBLE CO TRIM 0.0% -0.0% 0.1 376 -250 4
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.0% -0.0% 0.1 186 -5 3
FEBT funds › AIM ETF PRODUCTS TRUST NEW 0.0% +0.0% 0.1 1,324 +1,324 1
OXY funds › OCCIDENTAL PETE CORP TRIM 0.0% -0.0% 0.1 1,096 -26 3
ALL funds › ALLSTATE CORP ADD 0.0% +0.0% 0.1 223 +20 3
ITB funds › ISHARES TR ADD 0.0% +0.0% 0.1 502 +1 2
HPQ funds › HP INC ADD 0.0% +0.0% 0.1 2,340 +2,127 3
ONEQ funds › FIDELITY COMWLTH TR NEW 0.0% +0.0% 0.1 491 +491 1
SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM 0.0% -0.0% 0.0 561 -77 3
FIDU funds › FIDELITY COVINGTON TRUST NEW 0.0% +0.0% 0.0 499 +499 1
PEP funds › PEPSICO INC TRIM 0.0% -0.0% 0.0 364 -7 3
WELL funds › WELLTOWER INC TRIM 0.0% -0.0% 0.0 215 -33 2
STIP funds › ISHARES TR NEW 0.0% +0.0% 0.0 472 +472 1
PDP funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.0 314 +314 1
SPLV funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.1% 0.0 636 -2,591 3
AVLV funds › AMERICAN CENTY ETF TR ADD 0.0% +0.0% 0.0 518 +2 3
TYA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.0% -0.0% 0.0 3,648 -751 5
VGT funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.0 389 +320 3
SCHG funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.0 1,364 -515 3
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.0% +0.0% 0.0 1,079 +477 3
FSSL funds › FS SPECIALTY LENDING FD ADD 0.0% -0.0% 0.0 4,079 +58 3
INCY funds › INCYTE CORP ADD 0.0% +0.0% 0.0 392 +40 3
SPDW funds › SPDR INDEX SHS FDS TRIM 0.0% -0.0% 0.0 873 -1,362 3
FPX funds › FIRST TR EXCHANGE-TRADED FD ADD 0.0% +0.0% 0.0 211 +209 3
WTAI funds › WISDOMTREE TR HOLD 0.0% +0.0% 0.0 913 +0 3
BITB funds › BITWISE BITCOIN ETF TR HOLD 0.0% -0.0% 0.0 1,358 +0 3
FMAT funds › FIDELITY COVINGTON TRUST NEW 0.0% +0.0% 0.0 731 +731 1
FTNT funds › FORTINET INC TRIM 0.0% +0.0% 0.0 275 -156 3
BOTZ funds › GLOBAL X FDS HOLD 0.0% +0.0% 0.0 1,095 +0 3
PANW funds › PALO ALTO NETWORKS INC ADD 0.0% +0.0% 0.0 121 +4 3
VRSN funds › VERISIGN INC ADD 0.0% +0.0% 0.0 161 +18 3
IYW funds › ISHARES TR HOLD 0.0% +0.0% 0.0 160 +0 3
FLV funds › AMERICAN CENTY ETF TR ADD 0.0% -0.0% 0.0 496 +2 3
CI funds › THE CIGNA GROUP NEW 0.0% +0.0% 0.0 146 +146 1
ATO funds › ATMOS ENERGY CORP ADD 0.0% -0.0% 0.0 230 +20 3
SBUX funds › STARBUCKS CORP TRIM 0.0% -0.0% 0.0 386 -10 3
BAC funds › BANK OF AMER CORP ADD 0.0% +0.0% 0.0 689 +387 3
RCL funds › ROYAL CARIBBEAN GROUP HOLD 0.0% +0.0% 0.0 123 +0 3
SNA funds › SNAP ON INC ADD 0.0% +0.0% 0.0 97 +12 2
QGRO funds › AMERICAN CENTY ETF TR TRIM 0.0% -0.0% 0.0 330 -11 3
NUBD funds › NUSHARES ETF TR ADD 0.0% -0.0% 0.0 1,754 +6 3
IXUS funds › ISHARES TR ADD 0.0% -0.0% 0.0 404 +5 2
FTI funds › TECHNIPFMC PLC NEW 0.0% +0.0% 0.0 579 +579 1
NAD funds › NUVEEN QUALITY MUNCP INCOME ADD 0.0% -0.0% 0.0 3,165 +56 3
JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW 0.0% +0.0% 0.0 615 +615 1
AOK funds › ISHARES TR NEW 0.0% +0.0% 0.0 891 +891 1
FSK funds › FS KKR CAP CORP ADD 0.0% -0.0% 0.0 3,517 +159 3
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.0% -0.0% 0.0 374 +5 3
AXP funds › AMERICAN EXPRESS CO ADD 0.0% +0.0% 0.0 108 +42 2
CWB funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.0 339 +82 3
ADBE funds › ADOBE INC ADD 0.0% +0.0% 0.0 176 +145 3
GLDM funds › WORLD GOLD TR TRIM 0.0% -0.0% 0.0 454 -15 3
XSD funds › SPDR SERIES TRUST HOLD 0.0% +0.0% 0.0 57 +0 3
BG funds › BUNGE GLOBAL SA NEW 0.0% +0.0% 0.0 324 +324 1
UPS funds › UNITED PARCEL SVCS INC ADD 0.0% +0.0% 0.0 314 +303 3
SMHX funds › VANECK ETF TRUST HOLD 0.0% +0.0% 0.0 526 +0 3
ASML funds › ASML HLDG NV TRIM 0.0% -0.0% 0.0 17 -9 3
SPEM funds › SPDR INDEX SHS FDS TRIM 0.0% -0.0% 0.0 645 -286 3
PULS funds › PGIM ETF TR TRIM 0.0% -0.0% 0.0 668 -961 3
BPRE funds › BLUEROCK PVT REAL ESTATE FD ADD 0.0% +0.0% 0.0 2,500 +1,338 3
BILT funds › BLACKROCK ETF TRUST ADD 0.0% -0.0% 0.0 1,145 +15 2
SPTM funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.0 348 -50 3
BA funds › BOEING CO ADD 0.0% +0.0% 0.0 142 +79 3
ENB funds › ENBRIDGE INC ADD 0.0% +0.0% 0.0 567 +465 2
ITOT funds › ISHARES TR HOLD 0.0% +0.0% 0.0 187 +0 3
NULV funds › NUSHARES ETF TR HOLD 0.0% -0.0% 0.0 608 +0 3
SNDA funds › SONIDA SENIOR LIVING INC HOLD 0.0% +0.0% 0.0 741 +0 2
VFLO funds › VICTORY PORTFOLIOS II HOLD 0.0% +0.0% 0.0 654 +0 3
COMT funds › ISHARES U S ETF TR TRIM 0.0% -0.0% 0.0 977 -29 3
FEBW funds › AIM ETF PRODUCTS TRUST ADD 0.0% +0.0% 0.0 830 +197 3
ES funds › EVERSOURCE ENERGY ADD 0.0% +0.0% 0.0 403 +270 3
ISTM funds › ISHARES U S ETF TR TRIM 0.0% -0.0% 0.0 1,003 -10 2
QQQI funds › NEOS ETF TRUST NEW 0.0% +0.0% 0.0 503 +503 1
PFGC funds › PERFORMANCE FOOD GROUP CO TRIM 0.0% +0.0% 0.0 253 -6 3
SPAB funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.0 1,096 +26 3
RPRX funds › ROYALTY PHARMA PLC NEW 0.0% +0.0% 0.0 492 +492 1
VUSB funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.0 553 +6 3
QBER funds › ELEVATION SERIES TRUST ADD 0.0% +0.0% 0.0 1,155 +205 5
ELV funds › ELEVANCE HEALTH INC FORMERLY ADD 0.0% +0.0% 0.0 71 +56 2
MRK funds › MERCK & CO INC TRIM 0.0% -0.0% 0.0 211 -61 3
NUDM funds › NUSHARES ETF TR HOLD 0.0% -0.0% 0.0 677 +0 3
BE funds › BLOOM ENERGY CORP TRIM 0.0% +0.0% 0.0 89 -11 2
CUSIP:74933W635 funds › RBB FD INC HOLD 0.0% -0.0% 0.0 874 +0 3
IWF funds › ISHARES TR ADD 0.0% -0.0% 0.0 216 +124 3
VMBS funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.0 570 -54 3
DFSV funds › DIMENSIONAL ETF TRUST ADD 0.0% -0.0% 0.0 687 +3 3
LLY funds › ELI LILLY & CO TRIM 0.0% -0.1% 0.0 22 -298 4
ZTS funds › ZOETIS INC ADD 0.0% +0.0% 0.0 364 +303 3
CEFZ funds › ELEVATION SERIES TRUST TRIM 0.0% -0.0% 0.0 3,171 -633 3
DBEF funds › DBX ETF TR NEW 0.0% +0.0% 0.0 477 +477 1
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% -0.0% 0.0 122 -193 3
PYLD funds › PIMCO ETF TR ADD 0.0% +0.0% 0.0 975 +149 3
NFLX funds › NETFLIX INC. TRIM 0.0% -0.0% 0.0 355 -609 4
EXEL funds › EXELIXIS INC ADD 0.0% +0.0% 0.0 460 +416 2
LDUR funds › PIMCO ETF TR HOLD 0.0% -0.0% 0.0 260 +0 3
SON funds › SONOCO PRODS CO TRIM 0.0% -0.0% 0.0 439 -27 3
AMAT funds › APPLIED MATLS INC TRIM 0.0% +0.0% 0.0 34 -20 3
XLE funds › SELECT SECTOR SPDR TR ADD 0.0% +0.0% 0.0 462 +210 3
KMI funds › KINDER MORGAN INC DEL NEW 0.0% +0.0% 0.0 765 +765 1
TMSL funds › T ROWE PRICE EXCHANGE-TRADED TRIM 0.0% -0.0% 0.0 555 -46 3
COR funds › CENCORA INC ADD 0.0% +0.0% 0.0 86 +64 2
MS funds › MORGAN STANLEY HOLD 0.0% +0.0% 0.0 116 +0 3
AVDV funds › AMERICAN CENTY ETF TR TRIM 0.0% -0.0% 0.0 233 -48 3
RING funds › ISHARES INC TRIM 0.0% -0.0% 0.0 372 -3 2
SLV funds › ISHARES SILVER TR TRIM 0.0% -0.0% 0.0 447 -1 3
IETC funds › ISHARES U S ETF TR HOLD 0.0% +0.0% 0.0 222 +0 3
CELH funds › CELSIUS HLDGS INC TRIM 0.0% -0.1% 0.0 812 -6,295 3
FELG funds › FIDELITY COVINGTON TRUST NEW 0.0% +0.0% 0.0 540 +540 1
AVXC funds › AMERICAN CENTY ETF TR ADD 0.0% +0.0% 0.0 272 +93 3
MNST funds › MONSTER BEVERAGE CORP NEW ADD 0.0% +0.0% 0.0 238 +226 4
PNW funds › PINNACLE WEST CAP CORP NEW 0.0% +0.0% 0.0 212 +212 1
FLEX funds › FLEX LTD ADD 0.0% +0.0% 0.0 138 +109 2
BOND funds › PIMCO ETF TR NEW 0.0% +0.0% 0.0 242 +242 1
FDVV funds › FIDELITY COVINGTON TRUST ADD 0.0% -0.0% 0.0 368 +3 3
VXF funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.0 89 +89 1
HIG funds › HARTFORD INSURANCE GROUP INC ADD 0.0% -0.0% 0.0 164 +1 3
C funds › CITIGROUP INC ADD 0.0% +0.0% 0.0 153 +38 3
VBR funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.0 87 +87 1
VB funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.0 70 -44 3
FENI funds › FIDELITY COVINGTON TRUST TRIM 0.0% -0.0% 0.0 524 -269 3
GLD funds › SPDR GOLD TR TRIM 0.0% -0.0% 0.0 57 -4 3
IJK funds › ISHARES TR NEW 0.0% +0.0% 0.0 176 +176 1
JMUB funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% -0.0% 0.0 403 +4 3
USHY funds › ISHARES TR ADD 0.0% +0.0% 0.0 547 +500 3
UNP funds › UNION PAC CORP NEW 0.0% +0.0% 0.0 73 +73 1
XEL funds › XCEL ENERGY INC TRIM 0.0% -0.0% 0.0 246 -424 3
AVDE funds › AMERICAN CENTY ETF TR ADD 0.0% -0.0% 0.0 216 +5 3
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.1% 0.0 85 -1,468 3
COP funds › CONOCOPHILLIPS ADD 0.0% -0.0% 0.0 181 +8 3
ARM funds › ARM HOLDINGS PLC HOLD 0.0% +0.0% 0.0 53 +0 3
BLOX funds › TIDAL TRUST II ADD 0.0% +0.0% 0.0 1,204 +101 3
SPGI funds › S&P GLOBAL INC ADD 0.0% +0.0% 0.0 46 +21 3
GBIL funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.0 185 +185 1
AVIG funds › AMERICAN CENTY ETF TR ADD 0.0% -0.0% 0.0 448 +4 5
USFR funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.0 368 -2,548 3
COO funds › COOPER COS INC NEW 0.0% +0.0% 0.0 257 +257 1
QINT funds › AMERICAN CENTY ETF TR ADD 0.0% +0.0% 0.0 265 +33 3
APP funds › APPLOVIN CORP TRIM 0.0% -0.0% 0.0 35 -83 3
BKNG funds › BOOKING HOLDINGS INC NEW 0.0% +0.0% 0.0 101 +101 1
ROE funds › EA SERIES TRUST HOLD 0.0% +0.0% 0.0 421 +0 3
XLSR funds › SSGA ACTIVE TR ADD 0.0% +0.0% 0.0 275 +4 3
WFC funds › WELLS FARGO & CO TRIM 0.0% -0.0% 0.0 215 -764 5
IQV funds › IQVIA HLDGS INC NEW 0.0% +0.0% 0.0 92 +92 1
IJJ funds › ISHARES TR NEW 0.0% +0.0% 0.0 120 +120 1
CUSIP:146280508 funds › SILA REALTY TRUST INC ADD 0.0% +0.0% 0.0 576 +7 3
XME funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.0 163 +163 3
QQQM funds › INVESCO EXCH TRADED FD TR II TRIM 0.0% -0.0% 0.0 57 -61 3
FDG funds › AMERICAN CENTY ETF TR HOLD 0.0% +0.0% 0.0 128 +0 3
SCHW funds › SCHWAB CHARLES CORP ADD 0.0% +0.0% 0.0 184 +70 3
NKE funds › NIKE INC ADD 0.0% +0.0% 0.0 409 +393 3
FITB funds › FIFTH THIRD BANCORP ADD 0.0% +0.0% 0.0 297 +2 3
MAIN funds › MAIN STR CAP CORP ADD 0.0% -0.0% 0.0 318 +6 3
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.0% -0.0% 0.0 57 +1 3
MO funds › ALTRIA GROUP INC ADD 0.0% -0.0% 0.0 228 +4 3
HCA funds › HCA HEALTHCARE INC HOLD 0.0% -0.0% 0.0 42 +0 3
IWM funds › ISHARES TR TRIM 0.0% -0.0% 0.0 53 -88 3
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% +0.0% 0.0 269 +264 3
CRDT funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.0% -0.0% 0.0 679 -80 3
PPA funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% -0.0% 0.0 88 -12 2
IQLT funds › ISHARES TR TRIM 0.0% -0.0% 0.0 313 -100 2
ORCL funds › ORACLE CORP TRIM 0.0% -0.0% 0.0 105 -53 5
AVRE funds › AMERICAN CENTY ETF TR ADD 0.0% -0.0% 0.0 322 +2 3
BNDX funds › VANGUARD CHARLOTTE FDS TRIM 0.0% -0.0% 0.0 313 -2,911 3
NANC funds › TIDAL TRUST I NEW 0.0% +0.0% 0.0 299 +299 1
RWJ funds › INVESCO EXCH TRADED FD TR II NEW 0.0% +0.0% 0.0 245 +245 1
MA funds › MASTERCARD INCORPORATED TRIM 0.0% -0.0% 0.0 28 -23 3
JMOM funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% +0.0% 0.0 169 -10 2
CTAS funds › CINTAS CORP TRIM 0.0% -0.0% 0.0 84 -8 3
NUHY funds › NUSHARES ETF TR ADD 0.0% -0.0% 0.0 664 +4 3
XLC funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.0 132 +132 1
PFE funds › PFIZER INC TRIM 0.0% -0.0% 0.0 587 -84 3
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 0.0 146 -79 3
XMMO funds › INVESCO EXCHANGE TRADED FD T NEW 0.0% +0.0% 0.0 81 +81 1
PAYX funds › PAYCHEX INC ADD 0.0% -0.0% 0.0 140 +2 3
USB funds › US BANCORP ADD 0.0% +0.0% 0.0 223 +210 3
OMAH funds › TIDAL TRUST III NEW 0.0% +0.0% 0.0 726 +726 1
MTB funds › M & T BK CORP ADD 0.0% +0.0% 0.0 56 +4 3
MAA funds › MID-AMER APT CMNTYS INC ADD 0.0% +0.0% 0.0 95 +1 3
SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% -0.0% 0.0 146 -372 2
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 0.0 84 -56 4
VBK funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.0 35 +35 1
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 0.0 76 -13 3
SFD funds › SMITHFIELD FOODS INC ADD 0.0% -0.0% 0.0 524 +54 2
QQEW funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.0% +0.0% 0.0 78 -7 2
FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.0% +0.0% 0.0 47 +0 3
VOOG funds › VANGUARD ADMIRAL FDS INC ADD 0.0% +0.0% 0.0 150 +125 3
XLI funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.0 67 +67 1
SPSB funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.0 411 +4 3
BX funds › BLACKSTONE INC ADD 0.0% +0.0% 0.0 104 +10 3
NUEM funds › NUSHARES ETF TR HOLD 0.0% +0.0% 0.0 284 +0 3
MDT funds › MEDTRONIC PLC TRIM 0.0% -0.0% 0.0 153 -54 3
DECZ funds › ELEVATION SERIES TRUST TRIM 0.0% -0.0% 0.0 272 -4,360 3
KEY funds › KEYCORP ADD 0.0% +0.0% 0.0 500 +5 3
JANZ funds › ELEVATION SERIES TRUST TRIM 0.0% -0.1% 0.0 281 -4,990 3
EQIX funds › EQUINIX INC HOLD 0.0% -0.0% 0.0 11 +0 3
SHOP funds › SHOPIFY INC TRIM 0.0% -0.0% 0.0 100 -60 3
GDX funds › VANECK ETF TRUST HOLD 0.0% -0.0% 0.0 151 +0 3
DGRW funds › WISDOMTREE TR TRIM 0.0% -0.1% 0.0 118 -4,250 3
BBEU funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% -0.0% 0.0 144 +3 3
BBJP funds › J P MORGAN EXCHANGE TRADED F HOLD 0.0% -0.0% 0.0 147 +0 3
VLO funds › VALERO ENERGY CORP TRIM 0.0% -0.0% 0.0 42 -7 3
DUK funds › DUKE ENERGY CORP NEW ADD 0.0% -0.0% 0.0 85 +1 3
P funds › EVERPURE INC NEW 0.0% +0.0% 0.0 136 +136 1
IGIB funds › ISHARES TR TRIM 0.0% -0.0% 0.0 201 -286 3
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.0% +0.0% 0.0 129 +86 3
DOV funds › DOVER CORP NEW 0.0% +0.0% 0.0 47 +47 1
APH funds › AMPHENOL CORP TRIM 0.0% -0.0% 0.0 59 -104 3
BNY funds › BANK OF NY MELLON CORP NEW 0.0% +0.0% 0.0 72 +72 1
CARY funds › ANGEL OAK FUNDS TRUST HOLD 0.0% -0.0% 0.0 495 +0 3
NNN funds › NNN REIT INC ADD 0.0% +0.0% 0.0 221 +3 3
ENVX funds › ENOVIX CORPORATION TRIM 0.0% -0.0% 0.0 1,680 -1,045 3
TTD funds › THE TRADE DESK INC HOLD 0.0% -0.0% 0.0 560 +0 3
VTR funds › VENTAS INC NEW 0.0% +0.0% 0.0 112 +112 1
URTH funds › ISHARES INC NEW 0.0% +0.0% 0.0 49 +49 1
IEF funds › ISHARES TR NEW 0.0% +0.0% 0.0 104 +104 1
WINN funds › HARBOR ETF TRUST TRIM 0.0% -0.1% 0.0 302 -11,955 3
ZJUN funds › INNOVATOR ETFS TRUST NEW 0.0% +0.0% 0.0 356 +356 1
DHI funds › D R HORTON INC HOLD 0.0% +0.0% 0.0 59 +0 3
VOE funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.0 48 +31 2
SCHF funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.0 339 -2,981 3
HPE funds › HEWLETT PACKARD ENTERPRISE C HOLD 0.0% +0.0% 0.0 207 +0 2
RAMP funds › LIVERAMP HLDGS INC HOLD 0.0% +0.0% 0.0 247 +0 3
SKYY funds › FIRST TR EXCHANGE-TRADED FD HOLD 0.0% +0.0% 0.0 69 +0 3
ADSK funds › AUTODESK INC TRIM 0.0% -0.0% 0.0 47 -29 2
CHD funds › CHURCH & DWIGHT CO INC NEW 0.0% +0.0% 0.0 94 +94 1
SNDK funds › SANDISK CORP TRIM 0.0% -0.0% 0.0 4 -250 2
FNDE funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.0 229 +1 3
JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.0% 0.0 155 -95 3
JOBY funds › JOBY AVIATION INC NEW 0.0% +0.0% 0.0 950 +950 1
IBHF funds › ISHARES TR ADD 0.0% -0.0% 0.0 371 +5 3
QYLD funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.0 450 -312 2
BBDC funds › BARINGS BDC INC HOLD 0.0% -0.0% 0.0 960 +0 3
SPSM funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.0 141 -592 3
APPN funds › APPIAN CORP HOLD 0.0% -0.0% 0.0 354 +0 3
RBRK funds › RUBRIK INC. HOLD 0.0% +0.0% 0.0 100 +0 3
WRB funds › BERKLEY W R CORP NEW 0.0% +0.0% 0.0 112 +112 1
LIN funds › LINDE PLC TRIM 0.0% -0.0% 0.0 15 -6 2
SBRA funds › SABRA HEALTH CARE REIT INC NEW 0.0% +0.0% 0.0 400 +400 1
LTC funds › LTC PPTYS INC NEW 0.0% +0.0% 0.0 201 +201 1
WMB funds › WILLIAMS COS INC TRIM 0.0% -0.1% 0.0 104 -3,421 3
ALLY funds › ALLY FINL INC ADD 0.0% +0.0% 0.0 167 +1 3
DBMF funds › LITMAN GREGORY FDS TR HOLD 0.0% -0.0% 0.0 250 +0 3
ORI funds › OLD REP INTL CORP ADD 0.0% -0.0% 0.0 185 +2 2
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.0% 0.0 40 -25 3
OKLO funds › OKLO INC TRIM 0.0% -0.0% 0.0 143 -19 2
MAR funds › MARRIOTT INTL INC NEW HOLD 0.0% +0.0% 0.0 20 +0 2

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 391 855 0.10 66% 0.064 0.602 in
2026Q1 349 864 0.15 65% 0.064 0.485 in
2025Q4 324 751 0.38 66% 0.066 0.095 in
2025Q3 164 78 0.20 66% 0.102 0.253 in
2025Q2 114 55 0.55 78% 0.173 0.026 entered
2025Q1 136 45 0.00 74% 0.068 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