Fund Universe

Breakwater Capital Group

CIK 0001964309 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.408
AUM ($M)
833
Positions
374
Turnover
0.06
Top-10 wt
26%
Herfindahl
0.011
History (qtrs)
6
Excess Return

AI Eval Run AI Eval

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

Holdings · 392 positions · portfolio value $833M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
JQUA funds › J P MORGAN EXCHANGE TRADED F ADD 3.9% +0.2% 32.1 444,100 +5,036 5
MGV funds › VANGUARD WORLD FD ADD 3.1% +0.1% 26.0 158,867 +2,476 5
PRF funds › INVESCO EXCHANGE TRADED FD T TRIM 2.9% +0.0% 24.1 446,062 -3,805 5
AAPL funds › APPLE INC TRIM 2.9% -0.1% 24.1 83,246 -4,869 5
IWF funds › ISHARES TR ADD 2.8% +0.1% 23.5 189,130 +142,091 5
RSP funds › INVESCO EXCHANGE TRADED FD T TRIM 2.5% -0.0% 20.9 98,099 -162 5
IVV funds › ISHARES TR TRIM 2.3% +0.0% 19.1 25,487 -308 5
BINC funds › BLACKROCK ETF TRUST II ADD 2.1% +0.0% 17.5 333,556 +32,392 5
VTV funds › VANGUARD INDEX FDS TRIM 2.0% -0.0% 16.4 75,479 -356 5
IQLT funds › ISHARES TR ADD 1.8% +0.0% 15.2 306,866 +12,034 5
IWD funds › ISHARES TR ADD 1.8% +0.0% 14.9 61,515 +262 5
PYLD funds › PIMCO ETF TR ADD 1.4% -0.1% 11.9 449,562 +23,059 5
VOO funds › VANGUARD INDEX FDS TRIM 1.3% +0.0% 11.0 15,978 -304 5
SPYG funds › SPDR SERIES TRUST ADD 1.3% +0.1% 10.7 89,548 +459 5
FALN funds › ISHARES TR ADD 1.3% -0.0% 10.5 385,762 +26,127 5
FNDX funds › SCHWAB STRATEGIC TR ADD 1.2% +0.1% 10.1 326,127 +17,257 5
FNDC funds › SCHWAB STRATEGIC TR ADD 1.1% +0.0% 9.3 190,984 +16,529 5
PXF funds › INVESCO EXCH TRADED FD TR II ADD 1.1% -0.0% 9.0 118,700 +1,252 5
MSFT funds › MICROSOFT CORP TRIM 1.0% -0.4% 8.6 23,177 -5,528 5
IPKW funds › INVESCO EXCH TRADED FD TR II ADD 1.0% -0.1% 8.4 148,995 +7,586 5
XCEM funds › COLUMBIA ETF TR II TRIM 1.0% +0.1% 8.3 157,429 -10,933 5
IWB funds › ISHARES TR ADD 1.0% +0.0% 7.9 19,355 +401 5
VTIP funds › VANGUARD MALVERN FDS ADD 0.9% +0.0% 7.2 143,329 +15,673 5
AMZN funds › AMAZON COM INC TRIM 0.8% +0.0% 7.0 29,435 -653 5
XSHQ funds › INVESCO EXCH TRADED FD TR II TRIM 0.8% -0.2% 6.8 139,859 -37,251 5
QUAL funds › ISHARES TR ADD 0.8% +0.0% 6.6 29,944 +621 5
DFEV funds › DIMENSIONAL ETF TRUST TRIM 0.8% +0.0% 6.4 149,813 -4,481 5
TT funds › TRANE TECHNOLOGIES PLC ADD 0.7% +0.0% 6.2 12,643 +1 5
DIVB funds › ISHARES TR TRIM 0.7% +0.0% 6.2 100,714 -1,853 5
IGEB funds › ISHARES TR TRIM 0.7% -0.3% 6.1 135,818 -41,166 5
NVDA funds › NVIDIA CORPORATION TRIM 0.7% +0.0% 6.1 30,471 -299 5
AVEM funds › AMERICAN CENTY ETF TR ADD 0.7% +0.1% 6.0 61,865 +4,028 5
EZM funds › WISDOMTREE TR TRIM 0.7% -0.0% 5.9 77,786 -2,024 5
GOOG funds › ALPHABET INC TRIM 0.7% +0.0% 5.8 16,368 -425 5
FESM funds › FIDELITY COVINGTON TRUST ADD 0.7% +0.4% 5.7 117,082 +59,675 3
DFAI funds › DIMENSIONAL ETF TRUST ADD 0.7% +0.1% 5.6 136,478 +18,077 5
SYLD funds › CAMBRIA ETF TR TRIM 0.7% -0.1% 5.5 70,058 -1,121 5
DFIV funds › DIMENSIONAL ETF TRUST ADD 0.7% -0.1% 5.4 100,377 +631 5
IJH funds › ISHARES TR ADD 0.6% +0.0% 5.4 69,519 +2,323 5
SPIB funds › SPDR SERIES TRUST ADD 0.6% +0.2% 5.3 158,652 +71,273 5
EFG funds › ISHARES TR TRIM 0.6% -0.0% 5.2 41,485 -195 5
MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM 0.6% +0.0% 5.1 7,297 -135 5
IUSV funds › ISHARES TR TRIM 0.6% -0.0% 4.9 44,873 -847 5
XMMO funds › INVESCO EXCHANGE TRADED FD T ADD 0.6% +0.1% 4.9 29,037 +2,753 5
MGK funds › VANGUARD WORLD FD ADD 0.6% +0.1% 4.7 53,888 +43,539 5
MTBA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM 0.6% -0.2% 4.7 95,391 -17,204 5
JPM funds › JPMORGAN CHASE & CO ADD 0.6% +0.0% 4.6 14,004 +52 5
IGIB funds › ISHARES TR ADD 0.5% -0.0% 4.4 83,172 +5,142 5
IVW funds › ISHARES TR ADD 0.5% +0.1% 4.2 30,742 +777 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.5% -0.0% 4.2 5,609 -578 5
IJR funds › ISHARES TR ADD 0.5% +0.0% 4.2 28,193 +534 5
SPBO funds › SPDR SERIES TRUST TRIM 0.5% -0.3% 4.1 140,249 -72,030 5
JAAA funds › JANUS DETROIT STR TR ADD 0.5% +0.3% 4.1 80,613 +49,707 5
ORCL funds › ORACLE CORP TRIM 0.5% -0.1% 4.1 27,679 -4,332 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.5% -0.2% 3.9 28,358 +1,010 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.5% -0.0% 3.8 46,448 +2,302 5
SPSM funds › SPDR SERIES TRUST TRIM 0.5% +0.0% 3.8 65,762 -1,294 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.5% -0.0% 3.8 7,525 -107 5
DFAE funds › DIMENSIONAL ETF TRUST TRIM 0.4% +0.0% 3.7 91,641 -2,744 5
ANGL funds › VANECK ETF TRUST ADD 0.4% +0.2% 3.6 122,499 +56,906 5
GOOGL funds › ALPHABET INC ADD 0.4% +0.0% 3.5 9,846 +31 5
JSMD funds › JANUS DETROIT STR TR TRIM 0.4% +0.0% 3.4 33,997 -1,773 5
SPMD funds › SPDR SERIES TRUST ADD 0.4% +0.0% 3.4 50,245 +3,839 5
STIP funds › ISHARES TR ADD 0.4% +0.0% 3.3 32,705 +4,063 5
FNDA funds › SCHWAB STRATEGIC TR ADD 0.4% +0.0% 3.3 86,975 +5,084 5
LLY funds › ELI LILLY & CO ADD 0.4% +0.1% 3.3 2,741 +4 5
CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T ADD 0.4% +0.0% 3.3 58,931 +554 5
XBI funds › SPDR SERIES TRUST ADD 0.4% +0.1% 3.1 19,656 +2,409 5
PKW funds › INVESCO EXCHANGE TRADED FD T TRIM 0.4% -0.0% 3.0 20,898 -191 5
MUJ funds › BLACKROCK MUNIHLDGS NJ QLTY ADD 0.4% +0.0% 3.0 239,996 +13,780 5
SPGP funds › INVESCO EXCHANGE TRADED FD T TRIM 0.4% -0.0% 3.0 24,147 -1,608 5
IDHQ funds › INVESCO EXCH TRADED FD TR II TRIM 0.3% +0.0% 2.9 65,396 -592 5
SPYV funds › SPDR SERIES TRUST TRIM 0.3% -0.0% 2.8 46,573 -1,621 5
PHYL funds › PGIM ETF TR TRIM 0.3% -0.2% 2.8 80,731 -40,415 5
GE funds › GE AEROSPACE TRIM 0.3% +0.0% 2.8 7,513 -81 5
SCZ funds › ISHARES TR ADD 0.3% -0.0% 2.7 32,889 +514 5
VIGI funds › VANGUARD WHITEHALL FDS ADD 0.3% -0.0% 2.7 28,908 +506 5
MRVL funds › MARVELL TECHNOLOGY INC TRIM 0.3% +0.2% 2.6 8,813 -2,511 5
PAAA funds › PGIM ETF TR ADD 0.3% +0.1% 2.5 48,283 +17,810 5
JMUB funds › J P MORGAN EXCHANGE TRADED F TRIM 0.3% -0.1% 2.4 47,874 -11,105 5
FENI funds › FIDELITY COVINGTON TRUST ADD 0.3% +0.0% 2.4 60,162 +3,848 5
IJJ funds › ISHARES TR TRIM 0.3% -0.0% 2.4 16,288 -225 5
GD funds › GENERAL DYNAMICS CORP ADD 0.3% -0.0% 2.4 6,780 +2 5
C funds › CITIGROUP INC TRIM 0.3% +0.0% 2.3 16,762 -468 5
QQQ funds › INVESCO QQQ TR TRIM 0.3% -0.1% 2.3 3,145 -1,466 5
PVAL funds › PUTNAM ETF TRUST ADD 0.3% +0.0% 2.3 45,216 +6,053 4
EFV funds › ISHARES TR TRIM 0.3% -0.0% 2.3 29,966 -673 5
DFEM funds › DIMENSIONAL ETF TRUST ADD 0.3% +0.0% 2.2 54,889 +186 5
BAC funds › BANK OF AMER CORP TRIM 0.3% +0.0% 2.2 38,628 -1,251 5
BIV funds › VANGUARD BD INDEX FDS ADD 0.3% -0.0% 2.2 28,648 +814 5
BRTR funds › BLACKROCK ETF TRUST II ADD 0.3% +0.0% 2.2 43,298 +8,282 5
NOBL funds › PROSHARES TR ADD 0.3% -0.0% 2.2 38,687 +17,949 5
DNL funds › WISDOMTREE TR TRIM 0.3% +0.0% 2.1 46,237 -611 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.3% +0.0% 2.1 29,879 +168 5
MUNI funds › PIMCO ETF TR ADD 0.3% -0.0% 2.1 39,868 +739 5
IVLU funds › ISHARES TR ADD 0.3% -0.0% 2.1 50,019 +2,651 5
EWJ funds › ISHARES INC ADD 0.2% +0.0% 2.1 22,225 +2,584 5
CAT funds › CATERPILLAR INC ADD 0.2% +0.1% 2.1 1,946 +47 5
VBR funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 2.1 8,529 +88 5
RPV funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% -0.0% 2.0 18,004 -448 5
CLOI funds › VANECK ETF TRUST ADD 0.2% +0.0% 2.0 38,688 +5,943 5
GEV funds › GE VERNOVA INC TRIM 0.2% +0.0% 2.0 1,743 -4 5
VUG funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 2.0 23,478 +19,562 5
VIOO funds › VANGUARD ADMIRAL FDS INC TRIM 0.2% +0.0% 2.0 14,650 -963 5
MUB funds › ISHARES TR ADD 0.2% +0.0% 2.0 18,373 +1,755 5
AVDV funds › AMERICAN CENTY ETF TR ADD 0.2% +0.0% 1.9 18,912 +2,449 5
VTI funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 1.9 5,204 +341 5
V funds › VISA INC TRIM 0.2% +0.0% 1.8 5,337 -1 5
META funds › META PLATFORMS INC TRIM 0.2% -0.0% 1.8 3,232 -215 5
WMT funds › WALMART INC ADD 0.2% -0.0% 1.8 15,747 +364 5
MU funds › MICRON TECHNOLOGY INC TRIM 0.2% +0.1% 1.8 1,545 -120 5
ISCF funds › ISHARES TR ADD 0.2% +0.0% 1.8 40,916 +5,975 5
HD funds › HOME DEPOT INC TRIM 0.2% -0.0% 1.8 4,994 -423 5
NUV funds › NUVEEN MUN VALUE FD INC ADD 0.2% +0.0% 1.8 189,868 +33,598 5
EFAV funds › ISHARES TR TRIM 0.2% -0.0% 1.7 19,053 -463 5
ETN funds › EATON CORP PLC TRIM 0.2% +0.0% 1.7 3,900 -59 5
IUS funds › INVESCO EXCH TRD SLF IDX FD TRIM 0.2% -0.0% 1.6 25,072 -406 5
SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% +0.0% 1.6 18,154 -438 5
DTH funds › WISDOMTREE TR ADD 0.2% -0.0% 1.6 30,138 +136 5
NEA funds › NUVEEN AMT FREE QLTY MUN INC ADD 0.2% -0.0% 1.6 138,718 +2,556 5
PFE funds › PFIZER INC TRIM 0.2% -0.1% 1.6 66,911 -1,215 5
FNDE funds › SCHWAB STRATEGIC TR ADD 0.2% +0.0% 1.6 40,206 +4,617 5
WFC funds › WELLS FARGO & CO TRIM 0.2% -0.0% 1.6 19,230 -376 5
MS funds › MORGAN STANLEY TRIM 0.2% +0.0% 1.6 7,596 -156 5
JNJ funds › JOHNSON & JOHNSON TRIM 0.2% -0.0% 1.5 6,036 -705 5
NAD funds › NUVEEN QUALITY MUNCP INCOME ADD 0.2% -0.0% 1.5 125,400 +2,228 5
ABBV funds › ABBVIE INC TRIM 0.2% -0.0% 1.5 5,987 -293 5
NEE funds › NEXTERA ENERGY INC ADD 0.2% -0.0% 1.5 17,079 +659 5
AVDE funds › AMERICAN CENTY ETF TR ADD 0.2% -0.0% 1.5 16,687 +696 5
DIHP funds › DIMENSIONAL ETF TRUST ADD 0.2% -0.0% 1.5 43,269 +223 5
HYMB funds › SPDR SERIES TRUST ADD 0.2% -0.0% 1.5 57,037 +2,416 5
IXUS funds › ISHARES TR ADD 0.2% +0.0% 1.4 14,749 +551 5
INTC funds › INTEL CORP TRIM 0.2% +0.1% 1.4 9,954 -5,387 5
MRK funds › MERCK & CO INC TRIM 0.2% -0.0% 1.4 10,650 -1,765 5
XLF funds › SELECT SECTOR SPDR TR ADD 0.2% +0.0% 1.3 24,741 +961 5
CSCO funds › CISCO SYS INC TRIM 0.2% +0.0% 1.3 11,280 -1,153 5
TJX funds › TJX COS INC NEW TRIM 0.2% -0.0% 1.3 8,718 -48 5
XLK funds › SELECT SECTOR SPDR TR ADD 0.2% +0.0% 1.3 6,886 +132 5
EMXC funds › ISHARES INC TRIM 0.2% +0.0% 1.3 12,714 -305 5
DE funds › DEERE & CO TRIM 0.2% +0.0% 1.3 2,013 -5 5
XMVM funds › INVESCO EXCHANGE TRADED FD T TRIM 0.2% -0.0% 1.3 17,827 -156 5
IR funds › INGERSOLL RAND INC ADD 0.2% -0.0% 1.3 15,331 +100 5
IEFA funds › ISHARES TR TRIM 0.2% -0.0% 1.3 12,945 -18 5
FQAL funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.0% 1.2 15,308 +2,466 3
AOHY funds › ANGEL OAK FUNDS TRUST NEW 0.1% +0.1% 1.2 112,254 +112,254 1
XSMO funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% +0.0% 1.2 13,031 -507 5
SHYD funds › VANECK ETF TRUST TRIM 0.1% -0.0% 1.2 53,200 -5,906 5
IWL funds › ISHARES TR ADD 0.1% +0.0% 1.2 6,535 +1,464 5
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% -0.0% 1.2 4,269 -627 5
QLTY funds › GMO ETF TRUST ADD 0.1% +0.0% 1.2 28,539 +4,090 5
AVGO funds › BROADCOM INC ADD 0.1% +0.0% 1.2 3,126 +263 5
MYN funds › BLACKROCK MUNIYIELD N Y QUAL TRIM 0.1% -0.0% 1.2 116,243 -9,940 5
PNC funds › PNC FINL SVCS GROUP INC ADD 0.1% +0.0% 1.2 4,768 +16 5
NMZ funds › NUVEEN MUN HIGH INCOME OPPOR NEW 0.1% +0.1% 1.2 110,775 +110,775 1
DGX funds › QUEST DIAGNOSTICS INC TRIM 0.1% -0.0% 1.2 5,473 -7 2
VTEB funds › VANGUARD MUN BD FDS TRIM 0.1% -0.0% 1.2 22,806 -632 5
TIPX funds › SPDR SERIES TRUST ADD 0.1% +0.0% 1.1 60,437 +15,475 5
AMAT funds › APPLIED MATLS INC ADD 0.1% +0.1% 1.1 1,563 +1 5
EFA funds › ISHARES TR TRIM 0.1% -0.0% 1.1 10,800 -29 5
IJK funds › ISHARES TR TRIM 0.1% -0.0% 1.1 9,531 -531 5
EQAL funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.0% 1.1 18,538 +2,130 5
IWR funds › ISHARES TR HOLD 0.1% +0.0% 1.1 9,950 +0 5
TSLA funds › TESLA INC ADD 0.1% +0.0% 1.1 2,560 +99 5
IWM funds › ISHARES TR TRIM 0.1% +0.0% 1.1 3,544 -15 5
QCOM funds › QUALCOMM INC TRIM 0.1% +0.0% 1.1 5,754 -65 5
T funds › AT&T INC ADD 0.1% -0.1% 1.1 50,818 +1,295 5
SYSB funds › ISHARES TR ADD 0.1% +0.0% 1.0 11,744 +4,514 2
VO funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.0 12,879 +9,645 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM 0.1% +0.0% 1.0 2,120 -93 5
VLUE funds › ISHARES TR TRIM 0.1% +0.0% 1.0 5,042 -401 4
PFIG funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.0% 1.0 41,472 +6,421 5
FCX funds › FREEPORT MCMORAN INC ADD 0.1% +0.0% 1.0 15,770 +884 5
VV funds › VANGUARD INDEX FDS TRIM 0.1% +0.0% 1.0 2,878 -1 5
VRTX funds › VERTEX PHARMACEUTICALS INC ADD 0.1% +0.0% 1.0 1,992 +30 5
GARP funds › ISHARES TR ADD 0.1% +0.0% 1.0 11,740 +502 3
RTX funds › RTX CORPORATION TRIM 0.1% -0.0% 1.0 5,052 -169 5
GS funds › GOLDMAN SACHS GROUP INC TRIM 0.1% -0.0% 1.0 946 -81 5
ASML funds › ASML HLDG NV TRIM 0.1% +0.0% 0.9 476 -9 5
AVES funds › AMERICAN CENTY ETF TR ADD 0.1% -0.0% 0.9 14,387 +76 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% -0.0% 0.9 1,006 +48 5
XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 0.9 8,305 -635 5
NUW funds › NUVEEN AMT-FREE MUN VALUE FD ADD 0.1% -0.0% 0.9 63,205 +5,834 5
CVX funds › CHEVRON CORPORATION ADD 0.1% -0.0% 0.9 5,465 +93 5
PID funds › INVESCO EXCHANGE TRADED FD T TRIM 0.1% -0.0% 0.9 40,722 -259 5
SO funds › SOUTHERN CO TRIM 0.1% -0.0% 0.9 9,323 -422 5
HELO funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 0.9 12,917 -1,585 5
ED funds › CONSOLIDATED EDISON INC ADD 0.1% -0.0% 0.9 7,686 +28 5
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.1% +0.1% 0.8 1,442 -31 5
LOW funds › LOWES COS INC TRIM 0.1% -0.0% 0.8 3,691 -201 5
EWJV funds › ISHARES TR ADD 0.1% +0.0% 0.8 18,485 +1,878 5
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.1% +0.0% 0.8 1,945 -467 5
SCHD funds › SCHWAB STRATEGIC TR ADD 0.1% -0.0% 0.8 25,388 +16 5
VSS funds › VANGUARD INTL EQUITY INDEX F TRIM 0.1% -0.0% 0.8 5,163 -44 5
VCRM funds › VANGUARD MUN BD FDS ADD 0.1% +0.0% 0.8 10,360 +1,021 5
F funds › FORD MTR CO ADD 0.1% +0.0% 0.8 56,624 +886 4
SNOW funds › SNOWFLAKE INC TRIM 0.1% +0.0% 0.8 3,088 -767 5
ANET funds › ARISTA NETWORKS INC TRIM 0.1% +0.0% 0.8 4,609 -91 5
AMGN funds › AMGEN INC ADD 0.1% -0.0% 0.8 2,155 +116 5
VFMO funds › VANGUARD WELLINGTON FD TRIM 0.1% -0.0% 0.8 3,112 -638 3
FSMD funds › FIDELITY COVINGTON TRUST TRIM 0.1% +0.0% 0.7 14,113 -436 5
PXH funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.0% 0.7 26,308 +4,237 5
FDHY funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.0% 0.7 14,906 +2,478 5
NXP funds › NUVEEN SELECT TAX-FREE INCOM ADD 0.1% -0.0% 0.7 50,337 +4,650 5
IEF funds › ISHARES TR TRIM 0.1% -0.0% 0.7 7,570 -924 5
ATMP funds › BARCLAYS BANK PLC HOLD 0.1% -0.0% 0.7 20,700 +0 5
BA funds › BOEING CO TRIM 0.1% -0.0% 0.7 3,294 -285 5
GLW funds › CORNING INC TRIM 0.1% +0.0% 0.7 2,769 -191 4
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.1% -0.0% 0.7 16,673 -1,499 5
DIS funds › DISNEY WALT CO TRIM 0.1% -0.0% 0.7 7,293 -2,007 5
AVDS funds › AMERICAN CENTY ETF TR ADD 0.1% +0.0% 0.7 9,090 +806 5
HYD funds › VANECK ETF TRUST ADD 0.1% +0.0% 0.7 13,189 +1,206 5
VSDM funds › VANGUARD MUN BD FDS TRIM 0.1% -0.1% 0.7 8,864 -6,164 5
IEMG funds › ISHARES INC TRIM 0.1% +0.0% 0.7 8,164 -96 5
XLI funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.0% 0.6 3,502 -774 5
IJS funds › ISHARES TR TRIM 0.1% +0.0% 0.6 4,716 -23 5
SYK funds › STRYKER CORPORATION TRIM 0.1% -0.0% 0.6 2,025 -19 5
BHP funds › BHP BILLITON LIMITED TRIM 0.1% +0.0% 0.6 7,627 -12 5
AXP funds › AMERICAN EXPRESS CO TRIM 0.1% -0.0% 0.6 1,869 -100 5
SHOP funds › SHOPIFY INC TRIM 0.1% -0.0% 0.6 5,511 -153 5
LRCX funds › LAM RESEARCH CORP TRIM 0.1% +0.0% 0.6 1,416 -45 4
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 0.6 13,064 +5,442 4
PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD 0.1% -0.0% 0.6 7,358 +0 5
KO funds › COCA COLA CO ADD 0.1% -0.0% 0.6 7,276 +265 5
DVY funds › ISHARES TR TRIM 0.1% -0.0% 0.6 3,777 -3 5
CLOA funds › BLACKROCK ETF TRUST II TRIM 0.1% -0.1% 0.6 11,372 -6,403 5
DISV funds › DIMENSIONAL ETF TRUST ADD 0.1% -0.0% 0.6 14,595 +653 5
DGRO funds › ISHARES TR TRIM 0.1% -0.0% 0.6 7,722 -380 5
MA funds › MASTERCARD INCORPORATED HOLD 0.1% -0.0% 0.6 1,132 +0 5
VIG funds › VANGUARD SPECIALIZED FUNDS TRIM 0.1% -0.0% 0.6 2,434 -55 5
MTUM funds › ISHARES TR TRIM 0.1% +0.0% 0.6 1,669 -135 5
KMB funds › KIMBERLY-CLARK CORP ADD 0.1% +0.0% 0.6 5,099 +2,119 2
PWR funds › QUANTA SVCS INC ADD 0.1% +0.0% 0.6 770 +51 5
VXF funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 0.6 2,237 +97 5
VPLS funds › VANGUARD MALVERN FDS ADD 0.1% -0.0% 0.6 7,094 +483 5
NFLX funds › NETFLIX INC. ADD 0.1% -0.0% 0.5 7,690 +795 5
FITB funds › FIFTH THIRD BANCORP TRIM 0.1% +0.0% 0.5 9,672 -289 5
AZN funds › ASTRAZENECA PLC TRIM 0.1% -0.0% 0.5 2,866 -31 2
CRM funds › SALESFORCE INC ADD 0.1% -0.0% 0.5 3,457 +2 5
USIG funds › ISHARES TR TRIM 0.1% -0.0% 0.5 10,556 -909 5
MINO funds › PIMCO ETF TR ADD 0.1% +0.0% 0.5 11,793 +5,020 2
PEP funds › PEPSICO INC ADD 0.1% -0.0% 0.5 3,960 +65 5
DABS funds › DOUBLELINE ETF TRUST ADD 0.1% +0.0% 0.5 10,475 +3,969 2
IJT funds › ISHARES TR TRIM 0.1% +0.0% 0.5 2,958 -13 5
AVUV funds › AMERICAN CENTY ETF TR TRIM 0.1% -0.0% 0.5 4,168 -1,058 2
VXUS funds › VANGUARD STAR FDS TRIM 0.1% -0.0% 0.5 6,019 -75 5
DUK funds › DUKE ENERGY CORP NEW TRIM 0.1% -0.0% 0.5 4,044 -104 5
VGK funds › VANGUARD INTL EQUITY INDEX F ADD 0.1% -0.0% 0.5 5,736 +171 5
DWMF funds › WISDOMTREE TR ADD 0.1% +0.0% 0.5 14,953 +1,629 5
LIN funds › LINDE PLC ADD 0.1% -0.0% 0.5 973 +26 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.1% -0.0% 0.5 988 +3 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.1% +0.0% 0.5 6,969 +2,641 2
IWS funds › ISHARES TR TRIM 0.1% +0.0% 0.5 3,039 -6 5
ADI funds › ANALOG DEVICES INC ADD 0.1% +0.0% 0.5 1,251 +16 5
MTB funds › M & T BK CORP ADD 0.1% +0.0% 0.5 2,061 +1 5
MO funds › ALTRIA GROUP INC ADD 0.1% +0.0% 0.5 6,812 +231 5
FMDE funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.0% 0.5 11,987 +14 5
BNY funds › BANK OF NY MELLON CORP ADD 0.1% +0.0% 0.5 3,354 +8 5
PG funds › PROCTER & GAMBLE CO TRIM 0.1% -0.0% 0.5 3,283 -80 5
NRK funds › NUVEEN NY AMT FREE ADD 0.1% +0.0% 0.5 44,086 +21,479 4
VOE funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.5 2,358 -13 5
FNCL funds › FIDELITY COVINGTON TRUST HOLD 0.1% -0.0% 0.5 5,966 +0 5
VYM funds › VANGUARD WHITEHALL FDS HOLD 0.1% -0.0% 0.5 2,875 +0 5
HYDB funds › ISHARES TR TRIM 0.1% -0.0% 0.5 9,671 -642 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.1% -0.0% 0.5 1,814 +42 5
FBND funds › FIDELITY MERRIMACK STR TR ADD 0.1% -0.0% 0.4 9,876 +327 5
EVTR funds › MORGAN STANLEY ETF TRUST ADD 0.1% -0.0% 0.4 8,855 +304 5
UNP funds › UNION PAC CORP ADD 0.1% +0.0% 0.4 1,588 +18 5
FE funds › FIRSTENERGY CORP TRIM 0.1% -0.0% 0.4 8,847 -32 5
MCK funds › MCKESSON CORP ADD 0.1% -0.0% 0.4 555 +86 5
SOXX funds › ISHARES TR TRIM 0.0% +0.0% 0.4 634 -59 3
PSX funds › PHILLIPS 66 TRIM 0.0% -0.0% 0.4 2,402 -10 5
DNLI funds › DENALI THERAPEUTICS INC ADD 0.0% +0.0% 0.4 15,601 +15 5
IQV funds › IQVIA HLDGS INC ADD 0.0% +0.0% 0.4 2,073 +64 5
TMUS funds › T-MOBILE US INC TRIM 0.0% -0.0% 0.4 2,371 -13 5
UL funds › UNILEVER PLC TRIM 0.0% -0.0% 0.4 6,583 -1,791 3
COF funds › CAPITAL ONE FINL CORP TRIM 0.0% -0.0% 0.4 1,973 -501 5
CB funds › CHUBB LIMITED ADD 0.0% -0.0% 0.4 1,156 +4 5
IVE funds › ISHARES TR ADD 0.0% -0.0% 0.4 1,731 +16 5
JMBS funds › JANUS DETROIT STR TR TRIM 0.0% -0.0% 0.4 8,612 -1,450 5
MATX funds › MATSON INC HOLD 0.0% +0.0% 0.4 2,000 +0 3
SPG funds › SIMON PPTY GROUP INC NEW TRIM 0.0% +0.0% 0.4 1,703 -2 5
VB funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.4 1,254 +98 3
IWP funds › ISHARES TR ADD 0.0% +0.0% 0.4 2,593 +37 5
ISCG funds › ISHARES TR TRIM 0.0% +0.0% 0.4 5,691 -236 5
SHEL funds › SHELL PLC ADD 0.0% -0.0% 0.4 4,648 +130 5
TRV funds › TRAVELERS COMPANIES INC TRIM 0.0% -0.0% 0.4 1,077 -139 5
VFH funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.4 2,701 +1 5
BLK funds › BLACKROCK INC ADD 0.0% +0.0% 0.4 367 +96 5
CWB funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.3 3,210 +2 5
IAT funds › ISHARES TR ADD 0.0% +0.0% 0.3 5,552 +594 5
ALLE funds › ALLEGION PLC HOLD 0.0% -0.0% 0.3 2,415 +0 5
CYTK funds › CYTOKINETICS INC HOLD 0.0% +0.0% 0.3 3,941 +0 4
PM funds › PHILIP MORRIS INTL INC HOLD 0.0% -0.0% 0.3 1,850 +0 5
RPM funds › RPM INTL INC HOLD 0.0% +0.0% 0.3 3,000 +0 5
GMUB funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.3 6,457 +6,457 1
AVNV funds › AMERICAN CENTY ETF TR TRIM 0.0% -0.0% 0.3 3,993 -25 4
AUR funds › AURORA INNOVATION INC TRIM 0.0% +0.0% 0.3 48,247 -3,173 5
FLXR funds › TCW ETF TRUST NEW 0.0% +0.0% 0.3 8,373 +8,373 1
ICF funds › ISHARES TR TRIM 0.0% -0.0% 0.3 4,812 -170 5
JMEE funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% +0.0% 0.3 4,136 +514 4
KLAC funds › KLA CORP NEW 0.0% +0.0% 0.3 1,060 +1,060 1
UPS funds › UNITED PARCEL SVCS INC ADD 0.0% -0.0% 0.3 2,974 +53 5
GSEW funds › GOLDMAN SACHS ETF TR NEW 0.0% +0.0% 0.3 3,368 +3,368 1
FDX funds › FEDEX CORP TRIM 0.0% -0.0% 0.3 1,004 -10 5
VLO funds › VALERO ENERGY CORP HOLD 0.0% -0.0% 0.3 1,191 +0 2
YUM funds › YUM BRANDS INC ADD 0.0% +0.0% 0.3 1,937 +629 2
CI funds › THE CIGNA GROUP TRIM 0.0% -0.0% 0.3 1,121 -39 5
DHR funds › DANAHER CORP DEL TRIM 0.0% -0.0% 0.3 1,603 -18 5
ALNY funds › ALNYLAM PHARMACEUTICALS INC HOLD 0.0% -0.0% 0.3 1,007 +0 5
ROK funds › ROCKWELL AUTOMATION INC ADD 0.0% +0.0% 0.3 610 +1 5
ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD 0.0% -0.0% 0.3 2,442 +0 5
VIOG funds › VANGUARD ADMIRAL FDS INC TRIM 0.0% -0.0% 0.3 1,947 -1,153 5
BSX funds › BOSTON SCIENTIFIC CORP TRIM 0.0% -0.0% 0.3 6,937 -853 5
SCMB funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.3 11,309 +1,550 5
DAL funds › DELTA AIR LINES INC TRIM 0.0% +0.0% 0.3 3,087 -200 3
TMO funds › THERMO FISHER SCIENTIFIC INC TRIM 0.0% -0.1% 0.3 570 -818 5
NU funds › NU HLDGS LTD ADD 0.0% -0.0% 0.3 21,266 +1,284 5
EPD funds › ENTERPRISE PRODS PARTNERS L ADD 0.0% -0.0% 0.3 7,679 +547 5
BX funds › BLACKSTONE INC ADD 0.0% -0.0% 0.3 2,353 +75 5
JHX funds › JAMES HARDIE INDS PLC NEW 0.0% +0.0% 0.3 10,430 +10,430 1
FHEQ funds › FIDELITY GREENWOOD STREET TR TRIM 0.0% -0.0% 0.3 8,226 -705 5
VYMI funds › VANGUARD WHITEHALL FDS HOLD 0.0% -0.0% 0.3 2,744 +0 5
IQDG funds › WISDOMTREE TR ADD 0.0% -0.0% 0.3 6,237 +28 5
CARR funds › CARRIER GLOBAL CORPORATION NEW 0.0% +0.0% 0.3 3,646 +3,646 1
MCD funds › MCDONALDS CORP TRIM 0.0% -0.0% 0.3 956 -840 5
AKRE funds › PROFESIONALLY MANAGED PORTFO TRIM 0.0% -0.0% 0.3 4,853 -885 2
CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC ADD 0.0% +0.0% 0.3 2,195 +32 3
ADBE funds › ADOBE INC TRIM 0.0% -0.0% 0.3 1,256 -165 5
NNY funds › NUVEEN N Y MUN VALUE FD TRIM 0.0% -0.0% 0.3 29,406 -1,337 5
SPHR funds › SPHERE ENTERTAINMENT CO NEW 0.0% +0.0% 0.3 1,485 +1,485 1
MRSH funds › MARSH & MCLENNAN COS INC ADD 0.0% -0.0% 0.3 1,523 +141 5
FDVV funds › FIDELITY COVINGTON TRUST HOLD 0.0% -0.0% 0.3 4,188 +0 2
IGV funds › ISHARES TR NEW 0.0% +0.0% 0.3 2,764 +2,764 1
CORT funds › CORCEPT THERAPEUTICS INC NEW 0.0% +0.0% 0.2 2,832 +2,832 1
MBB funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,598 -33 5
ACWX funds › ISHARES TR ADD 0.0% -0.0% 0.2 3,224 +8 5
BDX funds › BECTON DICKINSON & CO TRIM 0.0% -0.0% 0.2 1,593 -6 5
MLM funds › MARTIN MARIETTA MATLS INC HOLD 0.0% -0.0% 0.2 418 +0 5
DEM funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.2 4,442 -45 3
SPGI funds › S&P GLOBAL INC TRIM 0.0% -0.0% 0.2 584 -42 5
MPA funds › BLACKROCK MUNIYIELD PA QUALI ADD 0.0% -0.0% 0.2 20,917 +1,191 4
LQD funds › ISHARES TR ADD 0.0% -0.0% 0.2 2,178 +28 5
COP funds › CONOCOPHILLIPS ADD 0.0% -0.0% 0.2 2,276 +129 5
WM funds › WASTE MGMT INC DEL HOLD 0.0% -0.0% 0.2 1,061 +0 5
SAFE funds › SAFEHOLD INC ADD 0.0% +0.0% 0.2 15,054 +1,775 2
TD funds › TORONTO DOMINION BK ONT NEW 0.0% +0.0% 0.2 1,943 +1,943 1
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% +0.0% 0.2 1,605 +3 2
IMCG funds › ISHARES TR TRIM 0.0% +0.0% 0.2 2,365 -278 2
IBBQ funds › INVESCO EXCH TRADED FD TR II ADD 0.0% +0.0% 0.2 7,063 +157 2
RQI funds › COHEN & STEERS QUALITY INCOM ADD 0.0% -0.0% 0.2 18,597 +1,002 5
AEP funds › AMERICAN ELEC PWR CO INC ADD 0.0% -0.0% 0.2 1,671 +4 2
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.2 2,480 -2,219 5
INTU funds › INTUIT TRIM 0.0% -0.0% 0.2 857 -227 5
VLY funds › VALLEY NATL BANCORP HOLD 0.0% +0.0% 0.2 15,137 +0 5
CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD 0.0% -0.0% 0.2 9,936 +671 5
REPL funds › REPLIMUNE GROUP INC NEW 0.0% +0.0% 0.2 19,900 +19,900 1
FELV funds › FIDELITY COVINGTON TRUST NEW 0.0% +0.0% 0.2 5,459 +5,459 1
PLD funds › PROLOGIS INC. NEW 0.0% +0.0% 0.2 1,609 +1,609 1
XLV funds › SELECT SECTOR SPDR TR ADD 0.0% -0.0% 0.2 1,370 +5 3
WSO funds › WATSCO INC NEW 0.0% +0.0% 0.2 520 +520 1
VTWO funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.2 1,778 +1,778 1
NI funds › NISOURCE INC HOLD 0.0% -0.0% 0.2 4,532 +0 2
IMTM funds › ISHARES TR NEW 0.0% +0.0% 0.2 3,996 +3,996 1
ITT funds › ITT INC TRIM 0.0% -0.0% 0.2 1,077 -200 2
ETR funds › ENTERGY CORP NEW ADD 0.0% -0.0% 0.2 1,836 +6 2
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.2 3,651 -507 2
USMV funds › ISHARES TR TRIM 0.0% -0.0% 0.2 2,179 -178 5
DGRW funds › WISDOMTREE TR TRIM 0.0% -0.0% 0.2 2,161 -172 5
CMI funds › CUMMINS INC TRIM 0.0% -0.0% 0.2 285 -199 2
HSIC funds › SCHEIN HENRY INC NEW 0.0% +0.0% 0.2 2,400 +2,400 1
NAN funds › NUVEEN NY DIVI ADV ADD 0.0% -0.0% 0.2 13,103 +524 5
LYG funds › LLOYDS BANKING GROUP PLC HOLD 0.0% +0.0% 0.1 21,006 +0 5
TEI funds › TEMPLETON EMERGING MKTS INCO HOLD 0.0% +0.0% 0.1 17,000 +0 5
RXRX funds › RECURSION PHARMACEUTICALS IN TRIM 0.0% -0.0% 0.0 10,089 -7,383 3
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.2% 0.0 0 -5,844 0
CUSIP:81211K100 funds › SEALED AIR CORP NEW EXIT 0.0% -0.1% 0.0 0 -22,660 0
STPZ funds › PIMCO ETF TR EXIT 0.0% -0.0% 0.0 0 -6,078 0
TPZ funds › TORTOISE CAPITAL SERIES TRUS EXIT 0.0% -0.0% 0.0 0 -9,307 0
BIL funds › SPDR SERIES TRUST EXIT 0.0% -0.0% 0.0 0 -2,709 0
XYL funds › XYLEM INC EXIT 0.0% -0.0% 0.0 0 -2,016 0
CL funds › COLGATE PALMOLIVE CO EXIT 0.0% -0.1% 0.0 0 -4,562 0
XLY funds › SELECT SECTOR SPDR TR EXIT 0.0% -0.0% 0.0 0 -1,996 0
PFFD funds › GLOBAL X FDS EXIT 0.0% -0.0% 0.0 0 -10,794 0
ODFL funds › OLD DOMINION FREIGHT LINE IN EXIT 0.0% -0.0% 0.0 0 -1,814 0
MMSD funds › NEW YORK LIFE INVTS ACTIVE E EXIT 0.0% -0.0% 0.0 0 -10,568 0
FLOT funds › ISHARES TR EXIT 0.0% -0.0% 0.0 0 -4,356 0
ORLY funds › OREILLY AUTOMOTIVE INC EXIT 0.0% -0.1% 0.0 0 -6,960 0
GLD funds › SPDR GOLD TR EXIT 0.0% -0.0% 0.0 0 -513 0
EFX funds › EQUIFAX INC EXIT 0.0% -0.0% 0.0 0 -1,230 0
IMO funds › IMPERIAL OIL LTD EXIT 0.0% -0.0% 0.0 0 -1,823 0
EOG funds › EOG RES INC EXIT 0.0% -0.0% 0.0 0 -1,435 0
CUSIP:67069Y102 funds › NUVEEN NEW JERSEY EXIT 0.0% -0.1% 0.0 0 -87,564 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 833 374 0.06 26% 0.011 0.405 in
2026Q1 747 373 0.05 26% 0.011 0.425 in
2025Q4 717 352 0.06 27% 0.012 0.340 in
2025Q3 677 352 0.05 27% 0.012 0.358 in
2025Q2 614 340 0.07 26% 0.012 0.347 entered
2025Q1 561 326 0.00 27% 0.012 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