Fund Universe

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☆Buck Wealth Strategies, LLC

CIK 0001973259 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.427
AUM ($M)
956
Positions
1170
Turnover
0.12
Top-10 wt
38%
Herfindahl
0.027
History (qtrs)
6
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 1173 positions (showing top 500 by weight) · portfolio value $956M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR ADD — 10.3% +0.3% 98.7 131,827 +7,789 5 —
☆BOND funds › PIMCO ETF TR ADD — 6.3% -0.9% 60.1 651,556 +23,143 5 —
☆AGG funds › ISHARES TR ADD — 4.4% -0.6% 41.7 421,730 +14,975 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 3.2% +0.2% 30.4 255,300 +6,974 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 2.8% -0.1% 27.2 381,159 +3,847 5 —
☆DGRO funds › ISHARES TR ADD — 2.6% +0.2% 24.7 326,243 +52,506 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 2.4% -0.1% 23.1 286,793 +216,039 5 —
☆AAPL funds › APPLE INC ADD — 2.3% -0.1% 22.3 77,148 +345 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 2.0% -0.0% 19.4 59,289 +3,389 5 —
☆AMZN funds › AMAZON COM INC ADD — 2.0% -0.0% 19.1 80,066 +1,663 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.9% -0.1% 18.6 49,801 +4,070 5 —
☆VNLA funds › JANUS DETROIT STR TR TRIM — 1.9% -0.4% 18.5 379,297 -1,107 5 —
☆GOOGL funds › ALPHABET INC TRIM — 1.9% -0.1% 18.1 50,520 -6,875 5 —
☆XONE funds › BONDBLOXX ETF TRUST TRIM — 1.6% -0.3% 15.6 316,178 -1,782 5 —
☆V funds › VISA INC ADD — 1.5% +0.2% 14.7 42,756 +5,875 5 —
☆MRK funds › MERCK & CO INC ADD — 1.5% -0.1% 14.5 113,226 +3,103 5 —
☆KO funds › COCA COLA CO ADD — 1.5% -0.1% 14.5 178,406 +3,323 5 —
☆AMGN funds › AMGEN INC ADD — 1.5% -0.1% 14.5 39,968 +1,815 5 —
☆WM funds › WASTE MGMT INC DEL ADD — 1.5% -0.2% 13.9 62,394 +5,287 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 1.4% -0.0% 13.8 94,392 +11,943 5 —
☆IJR funds › ISHARES TR ADD — 1.4% +0.2% 13.8 93,071 +10,427 5 —
☆WMT funds › WALMART INC ADD — 1.4% -0.3% 13.7 121,253 +8,454 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 1.4% -0.2% 13.5 267,213 +10,501 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 1.4% -0.4% 13.1 25,660 +2,060 5 —
☆GLDM funds › WORLD GOLD TR ADD — 1.3% -0.5% 12.6 159,140 +3,127 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 1.3% +0.1% 12.5 12,386 +451 5 —
☆PYPL funds › PAYPAL HLDGS INC ADD — 1.3% -0.2% 12.4 286,233 +22,714 3 —
☆HPQ funds › HP INC TRIM — 1.3% -0.3% 12.1 550,056 -129,169 2 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 1.3% +0.0% 12.0 124,477 +869 4 —
☆MINT funds › PIMCO ETF TR TRIM — 1.2% -0.2% 11.8 117,164 -1,115 5 —
☆KR funds › KROGER CO ADD — 1.2% -0.4% 11.8 212,288 +27,487 5 —
☆ALL funds › ALLSTATE CORP ADD — 1.2% -0.0% 11.6 48,892 +932 3 —
☆TIP funds › ISHARES TR ADD — 1.2% -0.2% 11.5 104,737 +3,899 5 —
☆INTU funds › INTUIT ADD — 1.2% -0.3% 11.3 43,139 +15,213 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 1.2% +0.8% 11.1 15,103 +9,579 5 —
☆JSI funds › JANUS DETROIT STR TR ADD — 1.1% -0.2% 10.3 201,240 +4,766 5 —
☆CMCSA funds › COMCAST CORP NEW ADD — 1.0% -0.2% 9.7 395,492 +61,518 3 —
☆LAZ funds › LAZARD INC ADD — 0.9% -0.1% 8.4 201,288 +12,185 3 —
☆PVH funds › PVH CORPORATION TRIM — 0.9% -0.5% 8.1 109,642 -41,916 2 —
☆EXLS funds › EXLSERVICE HLDGS INC NEW — 0.8% +0.8% 7.8 301,726 +301,726 1 —
☆CALM funds › CAL MAINE FOODS INC ADD — 0.7% +0.0% 6.9 85,590 +13,175 5 —
☆VNT funds › VONTIER CORPORATION NEW — 0.7% +0.7% 6.9 236,867 +236,867 1 —
☆SRE funds › SEMPRA ADD — 0.7% -0.1% 6.8 73,032 +1,888 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.7% -1.1% 6.7 157,273 -138,081 5 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS NEW — 0.7% +0.7% 6.3 113,305 +113,305 1 —
☆G funds › GENPACT LIMITED NEW — 0.6% +0.6% 5.9 215,246 +215,246 1 —
☆AVIG funds › AMERICAN CENTY ETF TR ADD — 0.6% -0.1% 5.5 132,400 +1,725 4 —
☆SGOV funds › ISHARES TR TRIM — 0.6% -0.1% 5.3 53,128 -654 5 —
☆DELL funds › DELL TECHNOLOGIES INC TRIM — 0.4% +0.2% 3.4 7,922 -2,034 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.3% +0.3% 3.1 8,422 +7,276 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.3% +0.0% 3.0 15,187 +1,112 5 —
☆MUNI funds › PIMCO ETF TR ADD — 0.3% +0.1% 3.0 57,399 +25,791 3 —
☆FLMI funds › FRANKLIN TEMPLETON ETF TR ADD — 0.3% +0.1% 2.9 117,130 +52,641 3 —
☆IJH funds › ISHARES TR NEW — 0.3% +0.3% 2.9 38,158 +38,158 1 —
☆IWM funds › ISHARES TR ADD — 0.3% +0.2% 2.9 9,499 +6,886 3 —
☆META funds › META PLATFORMS INC ADD — 0.3% +0.0% 2.7 4,805 +1,173 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.3% +0.1% 2.5 2,330 +92 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.3% +0.2% 2.4 45,173 +37,192 5 —
☆FTNT funds › FORTINET INC TRIM — 0.2% +0.1% 2.4 15,321 -608 4 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS NEW — 0.2% +0.2% 2.3 39,615 +39,615 1 —
☆GL funds › GLOBE LIFE INC ADD — 0.2% +0.1% 2.2 12,443 +2,824 4 —
☆EXEL funds › EXELIXIS INC ADD — 0.2% +0.0% 2.2 40,671 +3,339 5 —
☆GOOG funds › ALPHABET INC ADD — 0.2% +0.0% 2.2 6,193 +1,043 5 —
☆JAZZ funds › JAZZ PHARMACEUTICALS PLC ADD — 0.2% +0.0% 2.1 8,635 +511 4 —
☆CLS funds › CELESTICA INC ADD — 0.2% +0.1% 2.1 5,631 +1,202 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.2% +0.1% 2.0 28,339 +10,027 5 —
☆NUE funds › NUCOR CORP ADD — 0.2% +0.0% 2.0 9,019 +696 5 —
☆F funds › FORD MTR CO ADD — 0.2% +0.1% 1.9 136,910 +34,695 5 —
☆IYM funds › ISHARES TR ADD — 0.2% +0.1% 1.9 10,562 +5,701 2 —
☆IEF funds › ISHARES TR ADD — 0.2% -0.0% 1.8 19,372 +1,205 5 —
☆IEMG funds › ISHARES INC NEW — 0.2% +0.2% 1.7 20,796 +20,796 1 —
☆HYG funds › ISHARES TR TRIM — 0.2% -0.0% 1.7 20,923 -1,082 2 —
☆GPK funds › GRAPHIC PACKAGING HLDG CO ADD — 0.2% +0.1% 1.6 154,769 +84,230 3 —
☆LQD funds › ISHARES TR ADD — 0.2% -0.0% 1.6 14,856 +161 3 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.2% +0.1% 1.6 934 +464 4 —
☆MBB funds › ISHARES TR TRIM — 0.2% -0.0% 1.6 16,585 -1,266 2 —
☆IEFA funds › ISHARES TR NEW — 0.2% +0.2% 1.5 15,353 +15,353 1 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.1% -0.1% 1.4 1,846 -1,260 5 —
☆EEM funds › ISHARES TR TRIM — 0.1% -0.0% 1.4 19,885 -2,491 4 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 1.3 15,298 +12,406 5 —
☆IJS funds › ISHARES TR TRIM — 0.1% -0.0% 1.3 9,510 -1,115 2 —
☆IJK funds › ISHARES TR NEW — 0.1% +0.1% 1.3 10,890 +10,890 1 —
☆MUB funds › ISHARES TR ADD — 0.1% +0.0% 1.3 11,873 +5,001 3 —
☆VDE funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 1.3 8,451 +8,451 1 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.1% +0.1% 1.3 1,825 +1,440 4 —
☆TSLA funds › TESLA INC ADD — 0.1% -0.0% 1.2 2,933 +58 5 —
☆PYLD funds › PIMCO ETF TR ADD — 0.1% -0.0% 1.2 46,410 +3,652 2 —
☆TAXX funds › BONDBLOXX ETF TRUST ADD — 0.1% +0.0% 1.2 22,786 +10,193 3 —
☆CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 1.1 22,233 -59 5 —
☆BIL funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 1.1 11,716 +11,716 1 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 1.1 4,897 -488 5 —
☆MTUM funds › ISHARES TR NEW — 0.1% +0.1% 1.0 2,963 +2,963 1 —
☆SMH funds › VANECK ETF TRUST NEW — 0.1% +0.1% 1.0 1,525 +1,525 1 —
☆GLD funds › SPDR GOLD TR TRIM — 0.1% -0.1% 1.0 2,713 -294 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 1.0 13,358 -276 4 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.1% -0.0% 0.9 11,037 -185 2 —
☆CUSIP:33740F771 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.9 17,714 +0 5 —
☆AVGO funds › BROADCOM INC TRIM — 0.1% -0.0% 0.9 2,318 -96 5 —
☆IYZ funds › ISHARES TR TRIM — 0.1% -0.0% 0.8 19,719 -5,001 5 —
☆IDU funds › ISHARES TR NEW — 0.1% +0.1% 0.8 7,130 +7,130 1 —
☆LLY funds › ELI LILLY & CO ADD — 0.1% +0.0% 0.8 660 +165 4 —
☆IYE funds › ISHARES TR NEW — 0.1% +0.1% 0.7 13,126 +13,126 1 —
☆DJAN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.7 15,782 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.7 4,527 +4,527 1 —
☆XBI funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.7 4,534 +4,534 1 —
☆USMV funds › ISHARES TR NEW — 0.1% +0.1% 0.7 7,265 +7,265 1 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% -0.0% 0.7 9,799 +376 5 —
☆DJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.7 14,125 -1,282 5 —
☆HD funds › HOME DEPOT INC ADD — 0.1% +0.0% 0.7 1,937 +361 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 0.7 11,283 +615 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.7 4,382 -38 4 —
☆DDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.7 13,934 -50 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.1% +0.0% 0.7 1,504 +418 4 —
☆IYW funds › ISHARES TR TRIM — 0.1% -0.0% 0.6 2,557 -2,254 5 —
☆CUSIP:33740F136 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.6 18,140 +0 5 —
☆IMCG funds › ISHARES TR TRIM — 0.1% +0.0% 0.6 6,181 -67 4 —
☆CUSIP:33740F615 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.6 13,431 +0 5 —
☆DJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.6 11,515 -940 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.0% 0.6 11,467 -2,402 5 —
☆DOCT funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.5 11,691 +0 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.5 3,243 +374 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 0.5 6,637 -1,423 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.1% +0.0% 0.5 887 -674 2 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.1% -0.0% 0.5 1,994 -189 5 —
☆DAPR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.5 12,048 -680 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.5 1,623 -4 5 —
☆FFEB funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.5 8,011 +0 5 —
☆HOOD funds › ROBINHOOD MKTS INC ADD — 0.1% +0.0% 0.5 4,792 +406 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.0% -0.0% 0.5 1,688 -50 5 —
☆DMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% -0.0% 0.5 10,005 +945 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.0% +0.0% 0.5 489 +107 5 —
☆HIMU funds › BLACKROCK ETF TRUST II ADD — 0.0% +0.0% 0.5 9,133 +4,103 2 —
☆VHT funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.4 1,493 +1,493 1 —
☆DAUG funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.4 9,527 +0 5 —
☆SPEM funds › SPDR INDEX SHS FDS NEW — 0.0% +0.0% 0.4 8,342 +8,342 1 —
☆IWF funds › ISHARES TR NEW — 0.0% +0.0% 0.4 3,460 +3,460 1 —
☆CSCO funds › CISCO SYS INC TRIM — 0.0% +0.0% 0.4 3,647 -525 5 —
☆SHOP funds › SHOPIFY INC ADD — 0.0% -0.0% 0.4 3,702 +468 3 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.0% +0.0% 0.4 820 +238 3 —
☆IYF funds › ISHARES TR NEW — 0.0% +0.0% 0.4 3,272 +3,272 1 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.0% -1.5% 0.4 974 -46,604 5 —
☆ABBV funds › ABBVIE INC TRIM — 0.0% -0.0% 0.4 1,587 -140 5 —
☆SECT funds › NORTHERN LTS FD TR IV ADD — 0.0% +0.0% 0.4 5,482 +7 5 —
☆CUSIP:33740U422 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.4 12,590 +0 5 —
☆ICSH funds › ISHARES TR NEW — 0.0% +0.0% 0.4 7,341 +7,341 1 —
☆FAPR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.4 7,711 -100 5 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.4 4,258 -79 5 —
☆FJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.4 5,891 -840 5 —
☆CUSIP:33740U497 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.4 10,400 +0 5 —
☆INTC funds › INTEL CORP NEW — 0.0% +0.0% 0.4 2,508 +2,508 1 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.0% +0.0% 0.3 482 +482 1 —
☆VV funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.3 997 +997 1 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.3 10,551 -482 5 —
☆ARKQ funds › ARK ETF TR NEW — 0.0% +0.0% 0.3 2,530 +2,530 1 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.0% -0.0% 0.3 4,613 -123 5 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.3 3,722 -872 5 —
☆GE funds › GE AEROSPACE ADD — 0.0% +0.0% 0.3 872 +130 3 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.0% -0.0% 0.3 637 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 0.0% +0.0% 0.3 646 -30 3 —
☆FMAR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 5,821 +0 5 —
☆REZ funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 3,209 -32 4 —
☆QJUN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 8,915 +0 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 0.0% -0.0% 0.3 5,971 -1,325 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.3 3,710 +3,710 1 —
☆FNOV funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 4,935 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.3 2,243 +2,243 1 —
☆FDEC funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 5,230 +0 5 —
☆SNOW funds › SNOWFLAKE INC NEW — 0.0% +0.0% 0.3 1,104 +1,104 1 —
☆JUNM funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 0.3 7,930 +1,700 4 —
☆MCD funds › MCDONALDS CORP TRIM — 0.0% -0.0% 0.3 1,022 -1 5 —
☆DSEP funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 5,783 +0 5 —
☆QUAL funds › ISHARES TR NEW — 0.0% +0.0% 0.3 1,233 +1,233 1 —
☆FJUN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.3 4,497 +0 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.3 5,743 -1,247 5 —
☆COP funds › CONOCOPHILLIPS NEW — 0.0% +0.0% 0.3 2,566 +2,566 1 —
☆RZV funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.3 1,780 +1,780 1 —
☆ORCL funds › ORACLE CORP TRIM — 0.0% -0.0% 0.3 1,789 -231 2 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.3 406 +406 1 —
☆MARM funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.3 7,600 -800 5 —
☆BLV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.3 3,728 -818 5 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 0.0% -0.0% 0.3 3,341 -739 5 —
☆IVW funds › ISHARES TR TRIM — 0.0% -0.1% 0.3 1,831 -10,538 5 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.0% -0.0% 0.3 1,387 -83 2 —
☆PULS funds › PGIM ETF TR ADD — 0.0% -0.0% 0.2 5,003 +81 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.2 2,749 +2,749 1 —
☆NOVM funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.2 7,180 +0 3 —
☆DASH funds › DOORDASH INC NEW — 0.0% +0.0% 0.2 1,303 +1,303 1 —
☆CALF funds › PACER FDS TR NEW — 0.0% +0.0% 0.2 4,747 +4,747 1 —
☆XLU funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.2 5,226 +5,226 1 —
☆ITOT funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,438 +1,438 1 —
☆RBLX funds › ROBLOX CORP NEW — 0.0% +0.0% 0.2 4,319 +4,319 1 —
☆JMUB funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.2 4,578 +0 5 —
☆VLUE funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,156 +1,156 1 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.0% -0.0% 0.2 7,102 -485 5 —
☆IHI funds › ISHARES TR NEW — 0.0% +0.0% 0.2 4,578 +4,578 1 —
☆HWM funds › HOWMET AEROSPACE INC NEW — 0.0% +0.0% 0.2 841 +841 1 —
☆NEAR funds › ISHARES U S ETF TR NEW — 0.0% +0.0% 0.2 4,439 +4,439 1 —
☆XYZ funds › BLOCK INC NEW — 0.0% +0.0% 0.2 2,939 +2,939 1 —
☆AUGM funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.2 6,366 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 0.2 1,625 -141 5 —
☆MMM funds › 3M CO NEW — 0.0% +0.0% 0.2 1,356 +1,356 1 —
☆FJAN funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.2 3,982 +0 2 —
☆GEV funds › GE VERNOVA INC NEW — 0.0% +0.0% 0.2 185 +185 1 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.0% -0.0% 0.2 542 +52 3 —
☆EFA funds › ISHARES TR NEW — 0.0% +0.0% 0.2 2,051 +2,051 1 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.2 8,270 -3,243 5 —
☆FAUG funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.2 3,705 +3,705 1 —
☆BAC funds › BANK OF AMER CORP NEW — 0.0% +0.0% 0.2 3,650 +3,650 1 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.2 9,861 -17 5 —
☆ALNY funds › ALNYLAM PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.2 673 +673 1 —
☆INSM funds › INSMED INC NEW — 0.0% +0.0% 0.2 1,899 +1,899 1 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 0.2 397 +2 5 —
☆STIP funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,898 +1,898 1 —
☆APP funds › APPLOVIN CORP NEW — 0.0% +0.0% 0.2 375 +375 1 —
☆IOO funds › ISHARES TR NEW — 0.0% +0.0% 0.2 1,400 +1,400 1 —
☆SHYG funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 4,288 -1,096 5 —
☆MPC funds › MARATHON PETE CORP NEW — 0.0% +0.0% 0.2 703 +703 1 —
☆RTX funds › RTX CORPORATION NEW — 0.0% +0.0% 0.2 919 +919 1 —
☆FOCT funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.2 3,305 +3,305 1 —
☆VGT funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.2 1,443 +1,443 1 —
☆NOW funds › SERVICENOW INC NEW — 0.0% +0.0% 0.2 1,691 +1,691 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC NEW — 0.0% +0.0% 0.2 1,406 +1,406 1 —
☆IDCC funds › INTERDIGITAL INC NEW — 0.0% +0.0% 0.2 559 +559 1 —
☆DIS funds › DISNEY WALT CO NEW — 0.0% +0.0% 0.2 1,639 +1,639 1 —
☆MAR funds › MARRIOTT INTL INC NEW NEW — 0.0% +0.0% 0.2 420 +420 1 —
☆FENY funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.1 5,044 +5,044 1 —
☆SPYV funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.1 2,435 +2,435 1 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.1 153 +153 1 —
☆SBUX funds › STARBUCKS CORP NEW — 0.0% +0.0% 0.1 1,439 +1,439 1 —
☆GOVT funds › ISHARES TR NEW — 0.0% +0.0% 0.1 6,160 +6,160 1 —
☆FSEP funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.1 2,525 +2,525 1 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.0% +0.0% 0.1 343 +343 1 —
☆EUSA funds › ISHARES INC NEW — 0.0% +0.0% 0.1 1,147 +1,147 1 —
☆IVE funds › ISHARES TR NEW — 0.0% +0.0% 0.1 574 +574 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.1 2,255 +2,255 1 —
☆PSX funds › PHILLIPS 66 NEW — 0.0% +0.0% 0.1 741 +741 1 —
☆SO funds › SOUTHERN CO NEW — 0.0% +0.0% 0.1 1,306 +1,306 1 —
☆XHLF funds › BONDBLOXX ETF TRUST NEW — 0.0% +0.0% 0.1 2,421 +2,421 1 —
☆APH funds › AMPHENOL CORP NEW — 0.0% +0.0% 0.1 684 +684 1 —
☆CUSIP:33740U554 funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.1 3,560 +3,560 1 —
☆GOCT funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.1 2,800 +2,800 1 —
☆IUSV funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,052 +1,052 1 —
☆MGA funds › MAGNA INTL INC NEW — 0.0% +0.0% 0.1 1,760 +1,760 1 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 0.1 49 +49 1 —
☆LIN funds › LINDE PLC NEW — 0.0% +0.0% 0.1 214 +214 1 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.1 1,201 +1,201 1 —
☆NEM funds › NEWMONT CORP NEW — 0.0% +0.0% 0.1 1,132 +1,132 1 —
☆IJT funds › ISHARES TR NEW — 0.0% +0.0% 0.1 580 +580 1 —
☆BALL funds › BALL CORP NEW — 0.0% +0.0% 0.1 1,659 +1,659 1 —
☆ITA funds › ISHARES TR NEW — 0.0% +0.0% 0.1 423 +423 1 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.1 537 +537 1 —
☆CUSIP:33740U455 funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.1 3,000 +3,000 1 —
☆QMAR funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.1 2,715 +2,715 1 —
☆FUTY funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.1 1,694 +1,694 1 —
☆CVS funds › CVS HEALTH CORP NEW — 0.0% +0.0% 0.1 955 +955 1 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP NEW — 0.0% +0.0% 0.1 1,214 +1,214 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.0% +0.0% 0.1 290 +290 1 —
☆BOH funds › BANK HAWAII CORP NEW — 0.0% +0.0% 0.1 1,184 +1,184 1 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.0% +0.0% 0.1 283 +283 1 —
☆TJX funds › TJX COS INC NEW NEW — 0.0% +0.0% 0.1 624 +624 1 —
☆XME funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.1 875 +875 1 —
☆KKR funds › KKR & CO INC NEW — 0.0% +0.0% 0.1 1,017 +1,017 1 —
☆FMAT funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.1 1,594 +1,594 1 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 1,069 -3,467 5 —
☆SHV funds › ISHARES TR NEW — 0.0% +0.0% 0.1 835 +835 1 —
☆SPSB funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.1 3,061 +3,061 1 —
☆AHR funds › AMERICAN HEALTHCARE REIT INC NEW — 0.0% +0.0% 0.1 1,750 +1,750 1 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP NEW — 0.0% +0.0% 0.1 648 +648 1 —
☆NEE funds › NEXTERA ENERGY INC NEW — 0.0% +0.0% 0.1 1,026 +1,026 1 —
☆PGX funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.1 8,298 -1,767 5 —
☆CUSIP:06759X107 funds › BARINGS CORPORATE INVS NEW — 0.0% +0.0% 0.1 5,115 +5,115 1 —
☆CINF funds › CINCINNATI FINL CORP NEW — 0.0% +0.0% 0.1 482 +482 1 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.0% +0.0% 0.1 77 +77 1 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN NEW — 0.0% +0.0% 0.1 1,016 +1,016 1 —
☆IBB funds › ISHARES TR NEW — 0.0% +0.0% 0.1 452 +452 1 —
☆PPL funds › PPL CORP NEW — 0.0% +0.0% 0.1 2,362 +2,362 1 —
☆ETHO funds › AMPLIFY ETF TR NEW — 0.0% +0.0% 0.1 1,063 +1,063 1 —
☆FBND funds › FIDELITY MERRIMACK STR TR NEW — 0.0% +0.0% 0.1 1,870 +1,870 1 —
☆NULV funds › NUSHARES ETF TR NEW — 0.0% +0.0% 0.1 1,684 +1,684 1 —
☆HCA funds › HCA HEALTHCARE INC NEW — 0.0% +0.0% 0.1 216 +216 1 —
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.0% +0.0% 0.1 86 +86 1 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.1 1,417 +1,417 1 —
☆FHLC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.1 1,071 +1,071 1 —
☆PFE funds › PFIZER INC NEW — 0.0% +0.0% 0.1 3,426 +3,426 1 —
☆IWR funds › ISHARES TR NEW — 0.0% +0.0% 0.1 745 +745 1 —
☆AMT funds › AMERICAN TOWER CORP NEW — 0.0% +0.0% 0.1 499 +499 1 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.0% +0.0% 0.1 239 +239 1 —
☆BNY funds › BANK OF NY MELLON CORP NEW — 0.0% +0.0% 0.1 557 +557 1 —
☆IAU funds › ISHARES GOLD TR NEW — 0.0% +0.0% 0.1 1,060 +1,060 1 —
☆MCK funds › MCKESSON CORP NEW — 0.0% +0.0% 0.1 103 +103 1 —
☆AVUV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.1 623 +623 1 —
☆ADX funds › ADAMS DIVERSIFIED EQUITY FD NEW — 0.0% +0.0% 0.1 3,036 +3,036 1 —
☆PHM funds › PULTE GROUP INC NEW — 0.0% +0.0% 0.1 565 +565 1 —
☆SCHW funds › SCHWAB CHARLES CORP NEW — 0.0% +0.0% 0.1 835 +835 1 —
☆MMIT funds › NEW YORK LIFE INVTS ACTIVE E NEW — 0.0% +0.0% 0.1 3,162 +3,162 1 —
☆EWJ funds › ISHARES INC NEW — 0.0% +0.0% 0.1 824 +824 1 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 NEW — 0.0% +0.0% 0.1 108 +108 1 —
☆JCI funds › JOHNSON CONTROLS INTERNATION NEW — 0.0% +0.0% 0.1 514 +514 1 —
☆IQV funds › IQVIA HLDGS INC NEW — 0.0% +0.0% 0.1 387 +387 1 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.1 641 +641 1 —
☆CNP funds › CENTERPOINT ENERGY INC NEW — 0.0% +0.0% 0.1 1,654 +1,654 1 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.1 379 +379 1 —
☆PWR funds › QUANTA SVCS INC NEW — 0.0% +0.0% 0.1 100 +100 1 —
☆FFLC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.1 1,203 +1,203 1 —
☆VCR funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.1 178 +178 1 —
☆GD funds › GENERAL DYNAMICS CORP NEW — 0.0% +0.0% 0.1 195 +195 1 —
☆ED funds › CONSOLIDATED EDISON INC NEW — 0.0% +0.0% 0.1 624 +624 1 —
☆IWL funds › ISHARES TR NEW — 0.0% +0.0% 0.1 371 +371 1 —
☆NOBL funds › PROSHARES TR NEW — 0.0% +0.0% 0.1 1,206 +1,206 1 —
☆FMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.1 1,200 +1,200 1 —
☆FANG funds › DIAMONDBACK ENERGY INC NEW — 0.0% +0.0% 0.1 382 +382 1 —
☆SLB funds › SLB LIMITED NEW — 0.0% +0.0% 0.1 1,443 +1,443 1 —
☆PGR funds › PROGRESSIVE CORP NEW — 0.0% +0.0% 0.1 307 +307 1 —
☆DUK funds › DUKE ENERGY CORP NEW NEW — 0.0% +0.0% 0.1 523 +523 1 —
☆PLD funds › PROLOGIS INC. NEW — 0.0% +0.0% 0.1 488 +488 1 —
☆IGSB funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,257 +1,257 1 —
☆QSR funds › RESTAURANT BRANDS INTL INC NEW — 0.0% +0.0% 0.1 903 +903 1 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC NEW — 0.0% +0.0% 0.1 187 +187 1 —
☆LOW funds › LOWES COS INC NEW — 0.0% +0.0% 0.1 290 +290 1 —
☆SPIB funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.1 1,907 +1,907 1 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO NEW — 0.0% +0.0% 0.1 1,107 +1,107 1 —
☆CCL funds › CARNIVAL CORP LTD NEW — 0.0% +0.0% 0.1 2,209 +2,209 1 —
☆MKL funds › MARKEL GROUP INC NEW — 0.0% +0.0% 0.1 32 +32 1 —
☆SPTL funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.1 2,368 +2,368 1 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC NEW — 0.0% +0.0% 0.1 123 +123 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC NEW — 0.0% +0.0% 0.1 212 +212 1 —
☆EAGG funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,286 +1,286 1 —
☆ENB funds › ENBRIDGE INC NEW — 0.0% +0.0% 0.1 1,117 +1,117 1 —
☆EWT funds › ISHARES INC NEW — 0.0% +0.0% 0.1 550 +550 1 —
☆NUBD funds › NUSHARES ETF TR NEW — 0.0% +0.0% 0.1 2,663 +2,663 1 —
☆SHY funds › ISHARES TR NEW — 0.0% +0.0% 0.1 716 +716 1 —
☆QDEC funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.1 1,612 +1,612 1 —
☆SYY funds › SYSCO CORP NEW — 0.0% +0.0% 0.1 686 +686 1 —
☆INTF funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,372 +1,372 1 —
☆SJM funds › SMUCKER J M CO NEW — 0.0% +0.0% 0.1 499 +499 1 —
☆WMB funds › WILLIAMS COS INC NEW — 0.0% +0.0% 0.1 746 +746 1 —
☆GILD funds › GILEAD SCIENCES INC NEW — 0.0% +0.0% 0.1 429 +429 1 —
☆ARKX funds › ARK ETF TR NEW — 0.0% +0.0% 0.1 1,581 +1,581 1 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.0% +0.0% 0.1 181 +181 1 —
☆PECO funds › PHILLIPS EDISON & CO INC NEW — 0.0% +0.0% 0.1 1,262 +1,262 1 —
☆SLQD funds › ISHARES TR NEW — 0.0% +0.0% 0.1 1,021 +1,021 1 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.1 1,148 +1,148 1 —
☆FDVV funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.1 847 +847 1 —
☆LCTU funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.1 632 +632 1 —
☆PEP funds › PEPSICO INC NEW — 0.0% +0.0% 0.0 367 +367 1 —
☆BSX funds › BOSTON SCIENTIFIC CORP NEW — 0.0% +0.0% 0.0 1,163 +1,163 1 —
☆SPSM funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 856 +856 1 —
☆SCMB funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 1,900 +1,900 1 —
☆CME funds › CME GROUP INC NEW — 0.0% +0.0% 0.0 217 +217 1 —
☆XLSR funds › SSGA ACTIVE TR NEW — 0.0% +0.0% 0.0 736 +736 1 —
☆SMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 1,670 +1,670 1 —
☆EXC funds › EXELON CORP NEW — 0.0% +0.0% 0.0 1,014 +1,014 1 —
☆CAG funds › CONAGRA BRANDS INC NEW — 0.0% +0.0% 0.0 3,507 +3,507 1 —
☆JULM funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 1,300 +1,300 1 —
☆XEL funds › XCEL ENERGY INC NEW — 0.0% +0.0% 0.0 542 +542 1 —
☆BA funds › BOEING CO NEW — 0.0% +0.0% 0.0 201 +201 1 —
☆SUSC funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1,868 +1,868 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN NEW — 0.0% +0.0% 0.0 193 +193 1 —
☆WEC funds › WEC ENERGY GROUP INC NEW — 0.0% +0.0% 0.0 368 +368 1 —
☆CMS funds › CMS ENERGY CORP NEW — 0.0% +0.0% 0.0 558 +558 1 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 566 +566 1 —
☆AMLP funds › ALPS ETF TR NEW ETP 0.0% +0.0% 0.0 815 +815 1 —
☆OTTR funds › OTTER TAIL CORP NEW — 0.0% +0.0% 0.0 466 +466 1 —
☆WSO funds › WATSCO INC NEW — 0.0% +0.0% 0.0 101 +101 1 —
☆ESGU funds › ISHARES TR NEW — 0.0% +0.0% 0.0 254 +254 1 —
☆PGF funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 3,000 +3,000 1 —
☆VYMI funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.0 417 +417 1 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.0 179 +179 1 —
☆RFV funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 280 +280 1 —
☆SLF funds › SUN LIFE FINANCIAL INC. NEW — 0.0% +0.0% 0.0 510 +510 1 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 736 +736 1 —
☆TMUS funds › T-MOBILE US INC NEW — 0.0% +0.0% 0.0 237 +237 1 —
☆MTZ funds › MASTEC INC NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.0 178 +178 1 —
☆SPMD funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 581 +581 1 —
☆SPXX funds › NUVEEN S&P 500 DYNAMIC OVERW NEW — 0.0% +0.0% 0.0 2,099 +2,099 1 —
☆FLJP funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.0 984 +984 1 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. NEW — 0.0% +0.0% 0.0 427 +427 1 —
☆PNW funds › PINNACLE WEST CAP CORP NEW — 0.0% +0.0% 0.0 362 +362 1 —
☆RSPM funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆SPMB funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 1,730 +1,730 1 —
☆DIA funds › STATE STR SPDR DOW JONES IND NEW — 0.0% +0.0% 0.0 73 +73 1 —
☆BUCK funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.0 1,620 +1,620 1 —
☆DSI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 265 +265 1 —
☆EFV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 491 +491 1 —
☆TNET funds › TRINET GROUP INC NEW — 0.0% +0.0% 0.0 755 +755 1 —
☆IVT funds › INVENTRUST PPTYS CORP NEW — 0.0% +0.0% 0.0 1,051 +1,051 1 —
☆EMR funds › EMERSON ELEC CO NEW — 0.0% +0.0% 0.0 260 +260 1 —
☆IBD funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 1,543 +1,543 1 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.0% +0.0% 0.0 111 +111 1 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD NEW — 0.0% +0.0% 0.0 2,283 +2,283 1 —
☆VLO funds › VALERO ENERGY CORP NEW — 0.0% +0.0% 0.0 138 +138 1 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.0 1,389 +1,389 1 —
☆IDV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 855 +855 1 —
☆JNK funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 363 +363 1 —
☆YMAR funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 1,220 +1,220 1 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆ETN funds › EATON CORP PLC NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆KMB funds › KIMBERLY-CLARK CORP NEW — 0.0% +0.0% 0.0 308 +308 1 —
☆SNPS funds › SYNOPSYS INC NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆AGGH funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.0 1,636 +1,636 1 —
☆GJUL funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 750 +750 1 —
☆SUB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 306 +306 1 —
☆SPGI funds › S&P GLOBAL INC NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆ICLN funds › ISHARES TR NEW — 0.0% +0.0% 0.0 1,578 +1,578 1 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 518 +518 1 —
☆PNC funds › PNC FINL SVCS GROUP INC NEW — 0.0% +0.0% 0.0 129 +129 1 —
☆A funds › AGILENT TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 237 +237 1 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 1,467 +1,467 1 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 1,039 +1,039 1 —
☆MDLZ funds › MONDELEZ INTL INC NEW — 0.0% +0.0% 0.0 527 +527 1 —
☆SAIC funds › SCIENCE APPLICATIONS INTL CO NEW — 0.0% +0.0% 0.0 275 +275 1 —
☆USB funds › US BANCORP NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆SMLF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 338 +338 1 —
☆VTIP funds › VANGUARD MALVERN FDS NEW — 0.0% +0.0% 0.0 593 +593 1 —
☆FOXY funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.0 990 +990 1 —
☆VYM funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.0 186 +186 1 —
☆HE funds › HAWAIIAN ELEC INDS INC MTN B NEW — 0.0% +0.0% 0.0 2,145 +2,145 1 —
☆GMAR funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 650 +650 1 —
☆LALT funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 1,183 +1,183 1 —
☆BBJP funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 375 +375 1 —
☆SBAR funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.0 1,102 +1,102 1 —
☆VFLO funds › VICTORY PORTFOLIOS II NEW — 0.0% +0.0% 0.0 613 +613 1 —
☆DTE funds › DTE ENERGY CO NEW — 0.0% +0.0% 0.0 183 +183 1 —
☆GWX funds › SPDR INDEX SHS FDS NEW — 0.0% +0.0% 0.0 635 +635 1 —
☆WELL funds › WELLTOWER INC NEW — 0.0% +0.0% 0.0 120 +120 1 —
☆NTRA funds › NATERA INC NEW — 0.0% +0.0% 0.0 99 +99 1 —
☆EBND funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 1,279 +1,279 1 —
☆HEQT funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.0 796 +796 1 —
☆FE funds › FIRSTENERGY CORP NEW — 0.0% +0.0% 0.0 557 +557 1 —
☆EIX funds › EDISON INTL NEW — 0.0% +0.0% 0.0 355 +355 1 —
☆USXF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 377 +377 1 —
☆AVA funds › AVISTA CORP NEW — 0.0% +0.0% 0.0 639 +639 1 —
☆IYG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 285 +285 1 —
☆TTEK funds › TETRA TECH INC NEW NEW — 0.0% +0.0% 0.0 892 +892 1 —
☆PKG funds › PACKAGING CORP AMER NEW — 0.0% +0.0% 0.0 108 +108 1 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 586 +586 1 —
☆SNY funds › SANOFI SA NEW — 0.0% +0.0% 0.0 595 +595 1 —
☆TREX funds › TREX INC NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆QDF funds › FLEXSHARES TR NEW — 0.0% +0.0% 0.0 275 +275 1 —
☆IYJ funds › ISHARES TR NEW — 0.0% +0.0% 0.0 148 +148 1 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 189 +189 1 —
☆SLV funds › ISHARES SILVER TR NEW — 0.0% +0.0% 0.0 457 +457 1 —
☆DE funds › DEERE & CO NEW — 0.0% +0.0% 0.0 37 +37 1 —
☆POR funds › PORTLAND GEN ELEC CO NEW — 0.0% +0.0% 0.0 452 +452 1 —
☆AFLG funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 539 +539 1 —
☆FNDF funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 441 +441 1 —
☆PAYX funds › PAYCHEX INC NEW — 0.0% +0.0% 0.0 233 +233 1 —
☆FDX funds › FEDEX CORP NEW — 0.0% +0.0% 0.0 73 +73 1 —
☆KNG funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 450 +450 1 —
☆BKNG funds › BOOKING HOLDINGS INC NEW — 0.0% +0.0% 0.0 125 +125 1 —
☆DVA funds › DAVITA INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆MDT funds › MEDTRONIC PLC NEW — 0.0% +0.0% 0.0 284 +284 1 —
☆REGL funds › PROSHARES TR NEW — 0.0% +0.0% 0.0 242 +242 1 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.0 157 +157 1 —
☆EMGF funds › ISHARES INC NEW — 0.0% +0.0% 0.0 299 +299 1 —
☆ASML funds › ASML HLDG NV NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆FSK funds › FS KKR CAP CORP NEW — 0.0% +0.0% 0.0 2,076 +2,076 1 —
☆IGEB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 482 +482 1 —
☆EW funds › EDWARDS LIFESCIENCES CORP NEW — 0.0% +0.0% 0.0 240 +240 1 —
☆IDXX funds › IDEXX LABS INC NEW — 0.0% +0.0% 0.0 41 +41 1 —
☆NKE funds › NIKE INC NEW — 0.0% +0.0% 0.0 520 +520 1 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS NEW — 0.0% +0.0% 0.0 90 +90 1 —
☆GM funds › GENERAL MTRS CO NEW — 0.0% +0.0% 0.0 276 +276 1 —
☆AVDV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 205 +205 1 —
☆SCHO funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 875 +875 1 —
☆TMAT funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 664 +664 1 —
☆VNQ funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.0 216 +216 1 —
☆VENU funds › VENU HLDG CORP NEW — 0.0% +0.0% 0.0 9,145 +9,145 1 —
☆D funds › DOMINION ENERGY INC NEW — 0.0% +0.0% 0.0 302 +302 1 —
☆IGF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 309 +309 1 —
☆BTI funds › BRITISH AMERN TOB PLC NEW — 0.0% +0.0% 0.0 333 +333 1 —
☆ZION funds › ZIONS BANCORPORATION NATL AS NEW — 0.0% +0.0% 0.0 297 +297 1 —
☆TTE funds › TOTALENERGIES SE NEW — 0.0% +0.0% 0.0 260 +260 1 —
☆ESGE funds › ISHARES INC NEW — 0.0% +0.0% 0.0 366 +366 1 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆TFC funds › TRUIST FINL CORP NEW — 0.0% +0.0% 0.0 395 +395 1 —
☆UL funds › UNILEVER PLC NEW — 0.0% +0.0% 0.0 326 +326 1 —
☆VRSK funds › VERISK ANALYTICS INC NEW — 0.0% +0.0% 0.0 108 +108 1 —
☆BLK funds › BLACKROCK INC NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆SCHA funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 531 +531 1 —
☆HYS funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.0 204 +204 1 —
☆SUSB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 758 +758 1 —
☆AAON funds › AAON INC NEW Common Stock 0.0% +0.0% 0.0 148 +148 1 —
☆EXR funds › EXTRA SPACE STORAGE INC NEW — 0.0% +0.0% 0.0 129 +129 1 —
☆IOT funds › SAMSARA INC NEW — 0.0% +0.0% 0.0 574 +574 1 —
☆EMHC funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 723 +723 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 221 +221 1 —
☆AMCR funds › AMCOR PLC NEW — 0.0% +0.0% 0.0 417 +417 1 —
☆VOX funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 98 +98 1 —
☆RWO funds › SPDR INDEX SHS FDS NEW — 0.0% +0.0% 0.0 361 +361 1 —
☆NXPI funds › NXP SEMICONDUCTORS N V NEW — 0.0% +0.0% 0.0 64 +64 1 —
☆NGG funds › NATIONAL GRID PLC NEW — 0.0% +0.0% 0.0 212 +212 1 —
☆SRLN funds › SSGA ACTIVE ETF TR NEW — 0.0% +0.0% 0.0 434 +434 1 —
☆HII funds › HUNTINGTON INGALLS INDS INC NEW — 0.0% +0.0% 0.0 62 +62 1 —
☆IYK funds › ISHARES TR NEW — 0.0% +0.0% 0.0 237 +237 1 —
☆SVOL funds › SIMPLIFY EXCHANGE TRADED FUN NEW — 0.0% +0.0% 0.0 1,071 +1,071 1 —
☆LNG funds › CHENIERE ENERGY INC NEW — 0.0% +0.0% 0.0 72 +72 1 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 307 +307 1 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN NEW — 0.0% +0.0% 0.0 158 +158 1 —

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 956 1170 0.12 38% 0.027 0.425 — in
2026Q1 810 166 0.09 40% 0.030 0.486 — in
2025Q4 788 172 0.14 40% 0.030 0.325 — in
2025Q3 730 170 0.10 39% 0.028 0.399 — in
2025Q2 656 154 0.07 39% 0.027 0.481 — entered
2025Q1 550 124 0.00 38% 0.028 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