Fund Universe

← Fund Universe

☆Alpine Bank Wealth Management

CIK 0001974910 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.183
AUM ($M)
779
Positions
404
Turnover
0.30
Top-10 wt
50%
Herfindahl
0.033
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 · 405 positions · portfolio value $779M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPMO funds › Invesco S&P 500 Momentum ETF TRIM — 10.2% -2.7% 79.3 490,988 -300,726 5 —
☆SPHQ funds › Invesco S&P 500 Quality ETF TRIM — 5.4% -0.5% 42.0 466,176 -69,327 5 —
☆IUS funds › Invesco RAFI Strategic US ETF NEW — 5.0% +5.0% 38.7 590,590 +590,590 1 —
☆GDE funds › WisdomTree U.S. Equity Gold TRIM — 4.8% -0.9% 37.6 615,018 -5,547 5 —
☆JAAA funds › Janus Henderson AAA CLO ADD — 4.8% +4.5% 37.1 734,486 +705,596 5 —
☆STIP funds › Ishares Short-Term TIPs NEW — 4.5% +4.5% 34.7 339,975 +339,975 1 —
☆ISHG funds › iShares 1-3 Yr International T NEW — 4.2% +4.2% 32.4 436,406 +436,406 1 —
☆HYS funds › PIMCO 0-5 Year HY Corporate Bo NEW — 4.2% +4.2% 32.4 346,430 +346,430 1 —
☆IVV funds › iShares SP 500 ETF TRIM — 4.0% -0.0% 31.5 42,013 -524 5 —
☆NTSD funds › WisdomTree U.S. Internationa NEW — 3.4% +3.4% 26.8 580,267 +580,267 1 —
☆IJH funds › iShares Core S&P Mid-Cap TRIM — 3.3% +0.0% 25.6 332,360 -284 5 —
☆USFR funds › WisdomTree Floating Rate Treas ADD — 2.5% +0.5% 19.2 381,503 +116,796 5 —
☆TBIL funds › US Treasury 3 Month Bill ETF ADD — 1.9% +0.3% 14.6 292,448 +72,236 5 —
☆JCPB funds › J P Morgan CORE Plus Bond ETF TRIM — 1.7% -11.5% 13.0 277,752 -1,645,914 5 —
☆IWM funds › iShares Russell 2000 TRIM — 1.6% +0.1% 12.8 42,603 -518 5 —
☆VUG funds › Vanguard Growth ETF ADD — 1.5% -0.1% 12.1 140,045 +113,889 5 —
☆SYSB funds › iShares Systematic Bond ETF TRIM — 1.4% -11.2% 11.2 126,530 -847,870 2 —
☆IVW funds › iShares SP 500 Growth ETF HOLD — 1.4% +0.1% 11.0 80,275 +0 5 —
☆IDMO funds › Invesco S&P Intl Developed Mom TRIM — 1.0% -0.2% 7.7 127,504 -21,593 5 —
☆XBIL funds › US Treasury 6 Month Bill ETF TRIM — 0.9% -0.2% 7.4 147,870 -5,797 5 —
☆GOOG funds › Alphabet Inc Class C ADD — 0.9% +0.1% 7.4 20,836 +41 5 —
☆AAPL funds › Apple Inc TRIM — 0.9% -0.0% 6.7 23,011 -719 5 —
☆CL funds › Colgate Palmolive Co HOLD — 0.8% -0.0% 6.2 67,165 +0 5 —
☆VOE funds › Vanguard Mid-Cap Value Index E HOLD — 0.7% -0.0% 5.8 29,233 +0 5 —
☆NVDA funds › NVIDIA Corp TRIM — 0.7% -0.0% 5.7 28,430 -353 5 —
☆IVE funds › iShares SP 500 Value ETF TRIM — 0.7% -0.0% 5.6 24,874 -25 5 —
☆JPM funds › JPMorgan Chase & Co TRIM — 0.7% -0.0% 5.6 17,173 -244 5 —
☆AVGO funds › Broadcom Inc TRIM — 0.7% +0.0% 5.4 14,212 -205 5 —
☆MSFT funds › Microsoft Corp TRIM — 0.7% -0.1% 5.2 13,948 -148 5 —
☆VO funds › Vanguard Mid-Cap ETF ADD — 0.6% -0.0% 4.9 61,182 +45,424 5 —
☆FLOT funds › iShares Floating Rate Bond ETF NEW — 0.6% +0.6% 4.8 93,608 +93,608 1 —
☆VEU funds › Vanguard FTSE All-Wld ex-US ET HOLD — 0.6% -0.0% 4.7 55,705 +0 5 —
☆ABBV funds › AbbVie Inc. TRIM — 0.6% +0.0% 4.6 18,449 -237 5 —
☆VEA funds › Vanguard FTSE Developed Market ADD — 0.6% +0.0% 4.6 63,993 +6,522 5 —
☆CUSIP:084670108 funds › Berkshire Hathaway Inc Class A HOLD — 0.6% -0.1% 4.5 6 +0 5 —
☆VB funds › Vanguard Small-Cap ETF TRIM — 0.5% -0.0% 4.3 14,077 -892 5 —
☆VBK funds › Vanguard Small -Cap Growth ETF HOLD — 0.5% +0.0% 4.2 11,614 +0 5 —
☆XVV funds › Ishares ESG Screened S&P 500 E ADD — 0.5% +0.0% 4.1 72,621 +2,279 5 —
☆OBIL funds › US Treasury 12 Month Bill ETF ADD — 0.5% -0.0% 3.8 75,929 +5,291 5 —
☆BRKB funds › Berkshire Hathaway Inc Class B TRIM — 0.5% -0.1% 3.6 7,215 -337 5 —
☆GS funds › Goldman Sachs Group Inc HOLD — 0.4% +0.0% 3.5 3,423 +0 5 —
☆USMV funds › iShares Edge MSCI Min Vol USA TRIM — 0.4% -0.2% 3.3 33,958 -8,699 5 —
☆ZNOV funds › Innovator Etfs Trust HOLD — 0.4% -0.0% 3.1 113,000 +0 2 —
☆ZDEK funds › Innovator Etfs Trust HOLD — 0.4% -0.0% 3.1 116,000 +0 2 —
☆IJK funds › iShares S&P Mid-Cap 400 Growth TRIM — 0.4% +0.0% 3.0 25,605 -745 5 —
☆EAGG funds › iShares ESG Aware US Aggregate TRIM — 0.4% -0.1% 3.0 63,401 -590 5 —
☆ZFEB funds › Innovator Etfs Trust HOLD — 0.4% -0.0% 3.0 115,000 +0 5 —
☆VBR funds › Vanguard Small- Cap Value ETF HOLD — 0.4% -0.0% 3.0 12,154 +0 5 —
☆VTV funds › Vanguard Value ETF HOLD — 0.4% -0.0% 2.9 13,220 +0 5 —
☆CUSIP:30231G102 funds › Exxon Mobil Corp TRIM — 0.4% -0.1% 2.9 20,889 -5 5 —
☆AMZN funds › Amazon.com Inc TRIM — 0.4% -0.0% 2.8 11,728 -122 5 —
☆LOW funds › Lowes Companies Inc HOLD — 0.3% -0.1% 2.6 11,977 +0 5 —
☆GOOGL funds › Alphabet Inc Class A TRIM — 0.3% +0.0% 2.6 7,273 -359 5 —
☆META funds › Meta Platforms Inc TRIM — 0.3% -0.1% 2.4 4,187 -64 5 —
☆IWS funds › iShares Russell Mid-Cap Value TRIM — 0.3% -0.0% 2.3 14,212 -783 5 —
☆IJR funds › iShares Core S&P Small-Cap ETF HOLD — 0.3% +0.0% 2.3 15,385 +0 5 —
☆IJS funds › iShares SP Small Cap 600 Value TRIM — 0.3% -0.0% 2.2 16,183 -350 5 —
☆ORCL funds › Oracle Corp TRIM — 0.3% -0.0% 2.2 14,913 -5 5 —
☆JNJ funds › Johnson & Johnson TRIM — 0.3% -0.0% 2.0 8,036 -4 5 —
☆SIVR funds › Abrdn Silver Shares ETF HOLD — 0.2% -0.1% 1.9 34,000 +0 5 —
☆SBUX funds › Starbucks Corp ADD — 0.2% +0.0% 1.9 18,481 +231 5 —
☆AXP funds › American Express Co HOLD — 0.2% -0.0% 1.8 5,445 +0 5 —
☆CVX funds › Chevron Corp ADD — 0.2% -0.1% 1.8 10,762 +726 5 —
☆TXN funds › Texas Instruments Inc ADD — 0.2% +0.1% 1.7 5,834 +69 5 —
☆VNQ funds › Vanguard Real Estate ETF TRIM — 0.2% -0.0% 1.7 17,650 -316 5 —
☆EFA funds › iShares MSCI EAFE ETF TRIM — 0.2% -0.0% 1.7 16,307 -585 5 —
☆TLTW funds › iShares 20 Year Treasury Bond ADD — 0.2% +0.0% 1.7 75,497 +15,465 5 —
☆CAT funds › Caterpillar Inc TRIM — 0.2% +0.1% 1.7 1,579 -1 5 —
☆LLY funds › Eli Lilly and Co ADD — 0.2% +0.0% 1.7 1,388 +37 5 —
☆MRK funds › Merck & Co Inc TRIM — 0.2% -0.0% 1.7 12,893 -487 5 —
☆VUSB funds › Vanguard Ultra-Short Bond ETF ADD — 0.2% +0.0% 1.6 33,024 +4,659 5 —
☆IBM funds › International Business Machine ADD — 0.2% +0.1% 1.6 5,754 +1,399 5 —
☆NSC funds › Norfork Southern Corp HOLD — 0.2% -0.0% 1.6 5,092 +0 5 —
☆BUCK funds › Simplify Treasury Option Incom ADD — 0.2% +0.0% 1.6 67,324 +9,046 5 —
☆MCD funds › McDonald's Corp TRIM — 0.2% -0.1% 1.6 5,830 -115 5 —
☆IQLT funds › Ishares MSCI Intl Quality Fact TRIM — 0.2% -0.0% 1.6 31,563 -415 5 —
☆INTC funds › Intel Corp TRIM — 0.2% +0.1% 1.6 11,200 -5 5 —
☆PEP funds › PepsiCo Inc TRIM — 0.2% -0.1% 1.5 11,023 -127 5 —
☆SGOL funds › Etfs Gold Tr HOLD — 0.2% -0.1% 1.5 38,000 +0 5 —
☆ABT funds › Abbott Laboratories TRIM — 0.2% -0.1% 1.4 15,509 -2 5 —
☆TSLA funds › Tesla, Inc TRIM — 0.2% -0.0% 1.4 3,302 -153 5 —
☆ADP funds › Automatic Data Processing Inc HOLD — 0.2% -0.0% 1.3 5,938 +0 5 —
☆ISPY funds › ProShares S&P 500 High Income ADD — 0.2% +0.0% 1.2 25,897 +6,176 5 —
☆GE funds › General Electric Co ADD — 0.2% +0.0% 1.2 3,277 +75 5 —
☆DIVO funds › Amplify CWP Enhanced Dividend ADD — 0.2% +0.0% 1.2 26,606 +4,638 5 —
☆IJJ funds › iShares S&P Mid-Cap 400 Value HOLD — 0.1% -0.0% 1.2 7,910 +0 5 —
☆WTPI funds › WisdomTree Equity Premium Inco TRIM — 0.1% -0.6% 1.2 35,376 -129,947 2 —
☆IWP funds › iShares Russell Mid-Cap Growth TRIM — 0.1% +0.0% 1.1 7,634 -6 5 —
☆MLPA funds › Global X MLP ETF ADD — 0.1% +0.0% 1.1 20,220 +4,249 5 —
☆SYK funds › Stryker Corp HOLD — 0.1% -0.0% 1.0 3,258 +0 5 —
☆COST funds › Costco Wholesale Corp HOLD — 0.1% -0.0% 1.0 1,095 +0 5 —
☆HD funds › The Home Depot Inc TRIM — 0.1% -0.0% 1.0 2,896 -113 5 —
☆IEFA funds › iShares Core MSCI EAFE ETF HOLD — 0.1% -0.0% 1.0 10,425 +0 5 —
☆AMD funds › Advanced Micro Devices Inc TRIM — 0.1% +0.1% 1.0 1,732 -302 5 —
☆APD funds › Air Products & Chemicals Inc TRIM — 0.1% -0.0% 1.0 3,390 -115 5 —
☆VOT funds › Vanguard Mid-Cap Growth ETF TRIM — 0.1% -0.0% 1.0 3,219 -1,291 5 —
☆VRP funds › Invesco Variable Rate Preferre ADD — 0.1% +0.0% 1.0 40,056 +6,791 2 —
☆CUSIP:438516106 funds › Honeywell International Inc TRIM — 0.1% -0.0% 0.9 4,192 -140 5 —
☆MA funds › Mastercard Inc A TRIM — 0.1% -0.0% 0.9 1,795 -1 5 —
☆SPY funds › SPDR SP 500 ETF HOLD — 0.1% +0.0% 0.9 1,223 +0 5 —
☆VTI funds › Vanguard Total Stock Market ET NEW — 0.1% +0.1% 0.9 2,434 +2,434 1 —
☆UNP funds › Union Pacific Corp HOLD — 0.1% -0.0% 0.9 3,306 +0 5 —
☆IWF funds › iShares Russell 1000 Growth ET ADD — 0.1% +0.0% 0.9 7,020 +5,265 5 —
☆USG funds › USCF Gold Strategy Plus Income ADD — 0.1% +0.0% 0.9 27,249 +8,395 5 —
☆PG funds › Procter & Gamble Co TRIM — 0.1% -0.0% 0.8 5,445 -231 5 —
☆GEV funds › Ge Vernova Inc HOLD — 0.1% +0.0% 0.8 679 +0 5 —
☆PFE funds › Pfizer Inc TRIM — 0.1% -0.0% 0.8 32,082 -8 5 —
☆GLW funds › Corning Inc HOLD — 0.1% +0.0% 0.8 3,000 +0 4 —
☆AFL funds › Aflac Inc TRIM Common Stock 0.1% -0.0% 0.7 6,100 -1 5 —
☆RTX funds › RTX CORP TRIM — 0.1% -0.0% 0.7 3,660 -1 5 —
☆PM funds › Philip Morris International In TRIM — 0.1% -0.0% 0.7 3,742 -1 5 —
☆IWD funds › Ishares TR Russell 1000 Value HOLD — 0.1% +0.0% 0.7 2,745 +0 5 —
☆KO funds › Coca-Cola Co TRIM — 0.1% -0.0% 0.6 7,969 -5 5 —
☆BAC funds › Bank of America Corporation TRIM — 0.1% +0.0% 0.6 10,330 -8 5 —
☆BMY funds › Bristol-Myers Squibb Company TRIM — 0.1% -0.0% 0.6 9,893 -3 5 —
☆DVY funds › iShares Select Dividend ETF HOLD — 0.1% -0.0% 0.6 3,641 +0 5 —
☆VIG funds › Vanguard Dividend Appreciation TRIM — 0.1% -0.0% 0.6 2,343 -47 5 —
☆LQDH funds › Ishares Interest Rate Hedged C ADD — 0.1% -0.0% 0.5 5,593 +133 5 —
☆IWO funds › iShares Russell 2000 Growth ET HOLD — 0.1% +0.0% 0.5 1,310 +0 5 —
☆LMT funds › Lockheed Martin Corp TRIM — 0.1% -0.0% 0.5 987 -60 5 —
☆EMBX funds › VanEck Emerging Markets Bond E NEW — 0.1% +0.1% 0.5 9,773 +9,773 1 —
☆PANW funds › Palo Alto Networks Inc HOLD — 0.1% +0.0% 0.5 1,428 +0 5 —
☆DOV funds › Dover Corp HOLD — 0.1% -0.0% 0.5 2,128 +0 5 —
☆AZO funds › AutoZone Inc HOLD — 0.1% -0.0% 0.5 143 +0 5 —
☆TRV funds › The Travelers Companies Inc HOLD — 0.1% -0.0% 0.5 1,380 +0 5 —
☆EMR funds › Emerson Electric Co TRIM — 0.1% -0.0% 0.4 3,137 -250 5 —
☆MGC funds › Vanguard Mega Cap Index Fund E HOLD — 0.1% +0.0% 0.4 1,541 +0 5 —
☆AMGN funds › Amgen Inc TRIM — 0.1% -0.0% 0.4 1,156 -95 5 —
☆V funds › Visa Inc Class A TRIM — 0.1% -0.0% 0.4 1,206 -73 5 —
☆EFV funds › iShares MSCI EAFE Value ETF TRIM — 0.1% -0.0% 0.4 5,258 -190 3 —
☆TSM funds › Taiwan Semiconductor MFG Co Lt TRIM — 0.1% +0.0% 0.4 822 -38 5 —
☆VYM funds › Vanguard High Dividend Yield E TRIM — 0.1% -0.0% 0.4 2,484 -2,050 5 —
☆GWW funds › W. W. Grainger Inc HOLD — 0.0% +0.0% 0.4 285 +0 5 —
☆WMT funds › Walmart Inc TRIM — 0.0% -0.0% 0.4 3,340 -50 5 —
☆CI funds › Cigna Corp HOLD — 0.0% -0.0% 0.4 1,358 +0 5 —
☆GIS funds › General Mills Inc TRIM — 0.0% -0.0% 0.4 10,677 -453 5 —
☆PH funds › Parker Hannifin Corp HOLD — 0.0% -0.0% 0.4 378 +0 5 —
☆CMI funds › Cummins Inc HOLD — 0.0% +0.0% 0.4 500 +0 5 —
☆DUK funds › Duke Energy Corp TRIM — 0.0% -0.0% 0.4 2,788 -1 5 —
☆IWV funds › iShares Russell 3000 ETF HOLD — 0.0% +0.0% 0.3 800 +0 5 —
☆ETN funds › Eaton Corp PLC HOLD — 0.0% +0.0% 0.3 796 +0 5 —
☆MO funds › Altria Group Inc TRIM — 0.0% -0.0% 0.3 4,445 -452 5 —
☆PKG funds › Packaging Corp of America HOLD — 0.0% -0.0% 0.3 1,287 +0 2 —
☆AGRH funds › Ishares Interest Rate Hedged U ADD — 0.0% -0.0% 0.3 11,198 +653 5 —
☆COP funds › ConocoPhillips TRIM — 0.0% -0.0% 0.3 2,684 -1 5 —
☆FCX funds › Freeport-McMoRan Inc TRIM — 0.0% -0.0% 0.3 4,300 -2 2 —
☆BLK funds › Blackrock Inc HOLD — 0.0% -0.0% 0.3 278 +0 5 —
☆NKE funds › Nike Inc Class B TRIM — 0.0% -0.0% 0.3 6,415 -2 5 —
☆IAU funds › iShares Gold Trust HOLD — 0.0% -0.0% 0.3 3,461 +0 5 —
☆SHW funds › Sherwin-Williams Co HOLD — 0.0% -0.0% 0.3 750 +0 5 —
☆CSCO funds › Cisco Systems Inc NEW — 0.0% +0.0% 0.3 2,182 +2,182 1 —
☆TJX funds › TJX Companies Inc TRIM — 0.0% -0.0% 0.2 1,620 -1 5 —
☆NFLX funds › Netflix Inc TRIM — 0.0% -0.0% 0.2 3,425 -5 5 —
☆AON funds › Aon Plc HOLD — 0.0% -0.0% 0.2 725 +0 5 —
☆WY funds › Weyerhaeuser Co HOLD — 0.0% -0.0% 0.2 10,000 +0 2 —
☆LIN funds › Linde Plc NEW — 0.0% +0.0% 0.2 461 +461 1 —
☆CLX funds › Clorox Co TRIM — 0.0% -0.0% 0.2 2,500 -170 5 —
☆SO funds › Southern Co TRIM — 0.0% -0.0% 0.2 2,460 -2 5 —
☆IWL funds › iShares Russell Top 200 ETF TRIM — 0.0% -0.0% 0.2 1,250 -1,250 5 —
☆PLTR funds › Palantir Technologies Inc CL A NEW — 0.0% +0.0% 0.2 1,958 +1,958 1 —
☆DELL funds › Dell Technologies Inc NEW — 0.0% +0.0% 0.2 527 +527 1 —
☆GD funds › General Dynamics Corp HOLD — 0.0% -0.0% 0.2 634 +0 2 —
☆IJT funds › iShares SP Small Cap 600 Growt NEW — 0.0% +0.0% 0.2 1,250 +1,250 1 —
☆MS funds › Morgan Stanley NEW — 0.0% +0.0% 0.2 1,050 +1,050 1 —
☆TKR funds › The Timken Co NEW — 0.0% +0.0% 0.2 1,500 +1,500 1 —
☆DE funds › Deere & Co TRIM — 0.0% -0.0% 0.2 342 -68 2 —
☆IWR funds › iShares Russell Mid-Cap ETF TRIM — 0.0% -0.0% 0.2 1,917 -1,368 5 —
☆SCHD funds › Schwab Strategic Tr Us Dividen HOLD — 0.0% -0.0% 0.2 6,636 +0 2 —
☆EXE funds › Expand Energy Corp NEW — 0.0% +0.0% 0.2 2,300 +2,300 1 —
☆QCOM funds › Qualcomm Inc NEW — 0.0% +0.0% 0.2 1,131 +1,131 1 —
☆BMI funds › Badger Meter Inc TRIM — 0.0% -0.0% 0.2 1,393 -230 5 —
☆SYY funds › Sysco Corp NEW — 0.0% +0.0% 0.2 2,463 +2,463 1 —
☆KMB funds › Kimberly-Clark Corp NEW — 0.0% +0.0% 0.2 1,870 +1,870 1 —
☆XEL funds › Xcel Energy Inc HOLD — 0.0% -0.0% 0.2 2,535 +0 2 —
☆ECL funds › Ecolab Inc NEW — 0.0% +0.0% 0.2 730 +730 1 —
☆EFG funds › iShares MSCI EAFE Growth ETF NEW — 0.0% +0.0% 0.2 1,600 +1,600 1 —
☆ALL funds › Allstate Corp NEW — 0.0% +0.0% 0.2 814 +814 1 —
☆SHEL funds › Shell PLC HOLD — 0.0% -0.0% 0.2 2,400 +0 2 —
☆EQIX funds › Equinix Inc NEW — 0.0% +0.0% 0.2 177 +177 1 —
☆CRWD funds › Crowdstrike Holdings Inc NEW — 0.0% +0.0% 0.2 231 +231 1 —
☆CRM funds › Salesforce.com Inc TRIM — 0.0% -0.0% 0.2 1,115 -1 2 —
☆NOC funds › Northrop Grumman Corp HOLD — 0.0% -0.0% 0.2 335 +0 2 —
☆ICE funds › Intercontinental Exchange Inc HOLD — 0.0% -0.0% 0.2 1,360 +0 2 —
☆CBRE funds › CBRE Group Inc NEW — 0.0% +0.0% 0.2 1,238 +1,238 1 —
☆T funds › AT&T Inc TRIM — 0.0% -0.0% 0.2 8,040 -927 5 —
☆CUSIP:45784N106 funds › Equity Defined Protection ETF NEW — 0.0% +0.0% 0.2 5,700 +5,700 1 —
☆ISRG funds › Intuitive Surgical Inc NEW — 0.0% +0.0% 0.2 392 +392 1 —
☆BA funds › Boeing Co NEW — 0.0% +0.0% 0.2 702 +702 1 —
☆MMM funds › 3M Co NEW — 0.0% +0.0% 0.1 920 +920 1 —
☆DIS funds › The Walt Disney Co NEW — 0.0% +0.0% 0.1 1,515 +1,515 1 —
☆NVO funds › Novo Nordisk A/S NEW — 0.0% +0.0% 0.1 3,000 +3,000 1 —
☆UNH funds › UnitedHealth Group Inc NEW — 0.0% +0.0% 0.1 340 +340 1 —
☆PFLD funds › AAM Low Dur Preferred Income E NEW — 0.0% +0.0% 0.1 7,159 +7,159 1 —
☆AWK funds › American Water Works Co Inc NEW — 0.0% +0.0% 0.1 1,050 +1,050 1 —
☆JEPI funds › JPMorgan Equity Premium Income NEW — 0.0% +0.0% 0.1 2,422 +2,422 1 —
☆VZ funds › Verizon Communications Inc NEW — 0.0% +0.0% 0.1 3,164 +3,164 1 —
☆CUSIP:022865208 funds › Amana Mut Funds Tr Growth Fund NEW — 0.0% +0.0% 0.1 1,220 +1,220 1 —
☆CEG funds › Constellation Energy Corp NEW — 0.0% +0.0% 0.1 522 +522 1 —
☆TGT funds › Target Corp NEW — 0.0% +0.0% 0.1 970 +970 1 —
☆KLAC funds › KLA Corp NEW — 0.0% +0.0% 0.1 418 +418 1 —
☆COR funds › Cencora Inc NEW — 0.0% +0.0% 0.1 431 +431 1 —
☆TMO funds › Thermo Fisher Scientific Inc NEW — 0.0% +0.0% 0.1 242 +242 1 —
☆DDOG funds › Datadog Inc NEW — 0.0% +0.0% 0.1 455 +455 1 —
☆BIIB funds › Biogen Inc NEW — 0.0% +0.0% 0.1 545 +545 1 —
☆NEE funds › NextEra Energy Inc NEW — 0.0% +0.0% 0.1 1,326 +1,326 1 —
☆D funds › Dominion Energy Inc NEW — 0.0% +0.0% 0.1 1,692 +1,692 1 —
☆TROW funds › T. Rowe Price Group Inc NEW — 0.0% +0.0% 0.1 1,000 +1,000 1 —
☆IBB funds › iShares Nasdaq Biotechnology E NEW — 0.0% +0.0% 0.1 585 +585 1 —
☆APH funds › Amphenol Corp NEW — 0.0% +0.0% 0.1 621 +621 1 —
☆VGT funds › Vanguard Information Technolog NEW — 0.0% +0.0% 0.1 896 +896 1 —
☆VSGX funds › Vanguard ESG International Sto NEW — 0.0% +0.0% 0.1 1,262 +1,262 1 —
☆NET funds › Cloudflare Inc NEW — 0.0% +0.0% 0.1 423 +423 1 —
☆HPQ funds › HP Inc NEW — 0.0% +0.0% 0.1 4,542 +4,542 1 —
☆SPOT funds › Spotify Technology SA NEW — 0.0% +0.0% 0.1 216 +216 1 —
☆CUSIP:316464106 funds › Fidelity Value Fund NEW — 0.0% +0.0% 0.1 5,888 +5,888 1 —
☆MGV funds › Vanguard Mega Cap Value ETF NEW — 0.0% +0.0% 0.1 600 +600 1 —
☆VRTX funds › Vertex Pharmaceuticals Inc NEW — 0.0% +0.0% 0.1 192 +192 1 —
☆CUSIP:316184100 funds › Fidelity Magellan Fd Inc NEW — 0.0% +0.0% 0.1 6,013 +6,013 1 —
☆MGK funds › Vanguard Mega Cap Growth Index NEW — 0.0% +0.0% 0.1 1,045 +1,045 1 —
☆SNOW funds › Snowflake Inc NEW — 0.0% +0.0% 0.1 355 +355 1 —
☆IGSB funds › iShares Short-Term Corporate B NEW — 0.0% +0.0% 0.1 1,720 +1,720 1 —
☆CDNS funds › Cadence Design Systems Inc NEW — 0.0% +0.0% 0.1 232 +232 1 —
☆NOW funds › ServiceNow Inc NEW — 0.0% +0.0% 0.1 870 +870 1 —
☆HLT funds › Hilton Worldwide Holdings Inc NEW — 0.0% +0.0% 0.1 246 +246 1 —
☆ENB funds › Enbridge Inc NEW — 0.0% +0.0% 0.1 1,492 +1,492 1 —
☆WTRG funds › Essential Utilities Inc NEW — 0.0% +0.0% 0.1 2,082 +2,082 1 —
☆NULG funds › Nuveen ESG Large-Cap Growth ET NEW — 0.0% +0.0% 0.1 672 +672 1 —
☆GILD funds › Gilead Sciences Inc NEW — 0.0% +0.0% 0.1 620 +620 1 —
☆DKS funds › Dicks Sporting Goods Inc NEW — 0.0% +0.0% 0.1 340 +340 1 —
☆MCK funds › McKesson Corp NEW — 0.0% +0.0% 0.1 101 +101 1 —
☆GM funds › General Motors Corporation NEW — 0.0% +0.0% 0.1 990 +990 1 —
☆YUM funds › Yum Brands Inc NEW — 0.0% +0.0% 0.1 469 +469 1 —
☆DHI funds › D.R. Horton Inc NEW — 0.0% +0.0% 0.1 446 +446 1 —
☆HPE funds › Hewlett Packard Enterprise Co NEW — 0.0% +0.0% 0.1 1,600 +1,600 1 —
☆AMP funds › Ameriprise Financial Inc NEW — 0.0% +0.0% 0.1 156 +156 1 —
☆ORLY funds › O'Reilly Automotive Inc NEW — 0.0% +0.0% 0.1 766 +766 1 —
☆CB funds › Chubb Ltd NEW — 0.0% +0.0% 0.1 204 +204 1 —
☆VRT funds › Vertiv Holdings Co NEW — 0.0% +0.0% 0.1 193 +193 1 —
☆ADI funds › Analog Devices Inc NEW — 0.0% +0.0% 0.1 159 +159 1 —
☆PRU funds › Prudential Financial Inc NEW — 0.0% +0.0% 0.1 585 +585 1 —
☆SHOP funds › Shopify Inc Class A NEW — 0.0% +0.0% 0.1 552 +552 1 —
☆DLR funds › Digital Rlty Tr Inc NEW — 0.0% +0.0% 0.1 340 +340 1 —
☆MTN funds › Vail Resorts, Inc. NEW — 0.0% +0.0% 0.1 431 +431 1 —
☆RSG funds › Republic Services Inc Class A NEW — 0.0% +0.0% 0.1 271 +271 1 —
☆SNA funds › Snap-on Inc NEW — 0.0% +0.0% 0.1 141 +141 1 —
☆QQQ funds › Invesco QQQ Trust NEW — 0.0% +0.0% 0.1 77 +77 1 —
☆WWD funds › Woodward Inc NEW — 0.0% +0.0% 0.1 132 +132 1 —
☆FBIN funds › Fortune Brands Innovations, In NEW — 0.0% +0.0% 0.1 1,022 +1,022 1 —
☆ENTG funds › Entegris Inc NEW — 0.0% +0.0% 0.1 311 +311 1 —
☆SCHX funds › Schwab US Large Cap ETF NEW — 0.0% +0.0% 0.1 1,892 +1,892 1 —
☆APP funds › Applovin Corp NEW — 0.0% +0.0% 0.1 108 +108 1 —
☆KEYS funds › Keysight Technologies Inc NEW — 0.0% +0.0% 0.1 150 +150 1 —
☆SLB funds › Schlumberger Ltd NEW — 0.0% +0.0% 0.1 1,099 +1,099 1 —
☆AMAT funds › Applied Materials Inc NEW — 0.0% +0.0% 0.1 70 +70 1 —
☆VONV funds › Vanguard Russell 1000 Value ET NEW — 0.0% +0.0% 0.0 460 +460 1 —
☆NVS funds › Novartis Ag ADR NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆ICLN funds › iShares Global Clean Energy ET NEW — 0.0% +0.0% 0.0 2,200 +2,200 1 —
☆CMG funds › Chipotle Mexican Grill Inc Cla NEW — 0.0% +0.0% 0.0 1,300 +1,300 1 —
☆BNY funds › Bank of New York Mellon Corp NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆USB funds › U.S. Bancorp NEW — 0.0% +0.0% 0.0 700 +700 1 —
☆EW funds › Edwards Lifesciences Corp. NEW — 0.0% +0.0% 0.0 450 +450 1 —
☆BKNG funds › Booking Holdings Inc NEW — 0.0% +0.0% 0.0 225 +225 1 —
☆UTWO funds › US Treasury 2 Year Note ETF NEW — 0.0% +0.0% 0.0 836 +836 1 —
☆NEM funds › Newmont Goldcorp Corp NEW — 0.0% +0.0% 0.0 421 +421 1 —
☆TWLO funds › Twilio Inc Class A NEW — 0.0% +0.0% 0.0 190 +190 1 —
☆CUSIP:316389204 funds › Fidelity Growth & Income NEW — 0.0% +0.0% 0.0 526 +526 1 —
☆CUSIP:057071805 funds › Baird Fds Inc NEW — 0.0% +0.0% 0.0 3,734 +3,734 1 —
☆ABNB funds › Airbnb Inc NEW — 0.0% +0.0% 0.0 271 +271 1 —
☆MPC funds › Marathon Petroleum Corp NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆CINF funds › Cincinnati Financial Company NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆HXL funds › Hexcel Corp NEW — 0.0% +0.0% 0.0 369 +369 1 —
☆TMUS funds › T-mobile Us Inc NEW — 0.0% +0.0% 0.0 214 +214 1 —
☆SAP funds › SAP SE ADR NEW — 0.0% +0.0% 0.0 232 +232 1 —
☆QGEN funds › Qiagen Nv NEW — 0.0% +0.0% 0.0 909 +909 1 —
☆LNT funds › Alliant Energy Corp NEW — 0.0% +0.0% 0.0 446 +446 1 —
☆MAS funds › Masco Corp NEW — 0.0% +0.0% 0.0 418 +418 1 —
☆ACN funds › Accenture PLC Class A NEW — 0.0% +0.0% 0.0 273 +273 1 —
☆WFC funds › Wells Fargo & Co NEW — 0.0% +0.0% 0.0 405 +405 1 —
☆EVRG funds › Evergy Inc NEW — 0.0% +0.0% 0.0 387 +387 1 —
☆EPD funds › Enterprise Products Partners L NEW — 0.0% +0.0% 0.0 900 +900 1 —
☆ARW funds › Arrow Electronics Inc NEW — 0.0% +0.0% 0.0 155 +155 1 —
☆ED funds › Consolidated Edison Inc NEW — 0.0% +0.0% 0.0 290 +290 1 —
☆WM funds › Waste Management Inc NEW — 0.0% +0.0% 0.0 140 +140 1 —
☆TIGO funds › Millicom Intl Cellular S A NEW — 0.0% +0.0% 0.0 341 +341 1 —
☆LSTR funds › Landstar System Inc NEW — 0.0% +0.0% 0.0 148 +148 1 —
☆HEQT funds › Simplify Hedged Equity ETF NEW — 0.0% +0.0% 0.0 901 +901 1 —
☆AVY funds › Avery Dennison Corporation NEW — 0.0% +0.0% 0.0 186 +186 1 —
☆TFSL funds › TFS Financial Corp NEW — 0.0% +0.0% 0.0 1,704 +1,704 1 —
☆OGE funds › OGE Energy Corp NEW — 0.0% +0.0% 0.0 617 +617 1 —
☆RGA funds › Reinsurance Group of America NEW — 0.0% +0.0% 0.0 141 +141 1 —
☆RNR funds › RenaissanceRe Holdings Ltd NEW — 0.0% +0.0% 0.0 94 +94 1 —
☆IQV funds › IQVIA HOLDINGS INC NEW — 0.0% +0.0% 0.0 153 +153 1 —
☆LNG funds › Cheniere Energy Inc Common Sto NEW — 0.0% +0.0% 0.0 123 +123 1 —
☆OKE funds › ONEOK Inc NEW — 0.0% +0.0% 0.0 338 +338 1 —
☆ROST funds › Ross Stores Inc NEW — 0.0% +0.0% 0.0 138 +138 1 —
☆CFR funds › Cullen/Frost Bankers Inc NEW — 0.0% +0.0% 0.0 190 +190 1 —
☆LAMR funds › Lamar Advertising Co New NEW — 0.0% +0.0% 0.0 185 +185 1 —
☆INTU funds › Intuit Inc NEW — 0.0% +0.0% 0.0 109 +109 1 —
☆CTAS funds › Cintas Corporation NEW — 0.0% +0.0% 0.0 166 +166 1 —
☆CSX funds › CSX Corp NEW — 0.0% +0.0% 0.0 581 +581 1 —
☆DRI funds › Darden Restaurants Inc NEW — 0.0% +0.0% 0.0 134 +134 1 —
☆CHRW funds › C H Robinson Worldwide Inc NEW — 0.0% +0.0% 0.0 142 +142 1 —
☆OHI funds › Omega Healthcare Investors Inc NEW — 0.0% +0.0% 0.0 558 +558 1 —
☆EME funds › Emcor Group Inc NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆CNC funds › Centene Corporation NEW — 0.0% +0.0% 0.0 413 +413 1 —
☆AKAM funds › Akamai Technologies Inc NEW — 0.0% +0.0% 0.0 224 +224 1 —
☆PEG funds › Public Service Enterprise Grou NEW — 0.0% +0.0% 0.0 324 +324 1 —
☆CNA funds › CNA Financial Corporation NEW — 0.0% +0.0% 0.0 540 +540 1 —
☆THG funds › The Hanover Insurance Group, I NEW — 0.0% +0.0% 0.0 122 +122 1 —
☆WTFC funds › Wintrust Finl Corp NEW — 0.0% +0.0% 0.0 162 +162 1 —
☆AXS funds › Axis Cap Hldgs Ltd NEW — 0.0% +0.0% 0.0 242 +242 1 —
☆AFG funds › American Finl Group Inc Ohio NEW — 0.0% +0.0% 0.0 185 +185 1 —
☆BR funds › Broadridge Final Solutions In NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆ORI funds › Old Republic International Cor NEW — 0.0% +0.0% 0.0 627 +627 1 —
☆TRGP funds › Targa Res Corp NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆WEC funds › WEC Energy Group Inc NEW — 0.0% +0.0% 0.0 214 +214 1 —
☆MTG funds › Mgic Invt Corp Wis NEW — 0.0% +0.0% 0.0 880 +880 1 —
☆GLPI funds › Gaming and Leisure Properties NEW — 0.0% +0.0% 0.0 554 +554 1 —
☆EWBC funds › East West Bancorp Inc NEW — 0.0% +0.0% 0.0 191 +191 1 —
☆RJF funds › Raymond James Financial Inc NEW — 0.0% +0.0% 0.0 162 +162 1 —
☆ALB funds › Albemarle Corp NEW — 0.0% +0.0% 0.0 182 +182 1 —
☆EOG funds › EOG Resources Inc. NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆SMG funds › The Scotts Miracle Gro Co A NEW — 0.0% +0.0% 0.0 356 +356 1 —
☆UPS funds › United Parcel Service Inc Clas NEW — 0.0% +0.0% 0.0 225 +225 1 —
☆URI funds › United Rentals Inc Com NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆SNPS funds › Synopsys Inc NEW — 0.0% +0.0% 0.0 53 +53 1 —
☆DASH funds › Doordash Inc NEW — 0.0% +0.0% 0.0 128 +128 1 —
☆LH funds › Labcorp Holdings Inc NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆SF funds › Stifel Financial Corp NEW — 0.0% +0.0% 0.0 337 +337 1 —
☆ST funds › Sensata Technologies Holding P NEW — 0.0% +0.0% 0.0 492 +492 1 —
☆EWC funds › iShares MSCI Canada ETF NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆OMF funds › Onemain Hldgs Inc NEW — 0.0% +0.0% 0.0 375 +375 1 —
☆GATX funds › Gatx Corp NEW — 0.0% +0.0% 0.0 127 +127 1 —
☆REG funds › Regency Centers Corp NEW — 0.0% +0.0% 0.0 279 +279 1 —
☆EG funds › Everest Group Ltd NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆UGI funds › Ugi Corp New NEW — 0.0% +0.0% 0.0 628 +628 1 —
☆STWD funds › Starwood Property Trust Inc. NEW — 0.0% +0.0% 0.0 1,320 +1,320 1 —
☆ULTA funds › Ulta Beauty Inc NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆VICI funds › VICI Properties Inc Ordinary S NEW — 0.0% +0.0% 0.0 781 +781 1 —
☆A funds › Agilent Technologies NEW — 0.0% +0.0% 0.0 156 +156 1 —
☆EEM funds › iShares MSCI Emerging Markets NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆QSR funds › Restaurant Brands Intl Inc NEW — 0.0% +0.0% 0.0 283 +283 1 —
☆WU funds › The Western Union Co NEW — 0.0% +0.0% 0.0 2,660 +2,660 1 —
☆DVN funds › Devon Energy Corp NEW — 0.0% +0.0% 0.0 493 +493 1 —
☆HAL funds › Halliburton Co NEW — 0.0% +0.0% 0.0 600 +600 1 —
☆PFG funds › Principal Financial Group Inc NEW — 0.0% +0.0% 0.0 189 +189 1 —
☆ROP funds › Roper Technologies Inc NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆CWEN funds › Clearway Energy Inc NEW — 0.0% +0.0% 0.0 592 +592 1 —
☆SWKS funds › Skyworks Solutions Inc NEW — 0.0% +0.0% 0.0 297 +297 1 —
☆EPR funds › EPR Properties NEW — 0.0% +0.0% 0.0 344 +344 1 —
☆CBOE funds › Cboe Global Markets Inc NEW — 0.0% +0.0% 0.0 81 +81 1 —
☆SCI funds › Service Corp Intl NEW — 0.0% +0.0% 0.0 253 +253 1 —
☆DLB funds › Dolby Laboratories Inc NEW — 0.0% +0.0% 0.0 360 +360 1 —
☆RACE funds › Ferrari NV NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆QUAL funds › iShares Edge MSCI USA Quality NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆BXP funds › Boston Properties Inc NEW — 0.0% +0.0% 0.0 265 +265 1 —
☆BIO funds › Bio-Rad Laboratories Inc NEW — 0.0% +0.0% 0.0 55 +55 1 —
☆DEO funds › Diageo PLC ADR NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆DOX funds › Amdocs Ltd NEW — 0.0% +0.0% 0.0 316 +316 1 —
☆HLI funds › Houlihan Lokey Inc Class A NEW — 0.0% +0.0% 0.0 117 +117 1 —
☆PSX funds › Phillips 66 NEW — 0.0% +0.0% 0.0 83 +83 1 —
☆MTUS funds › TimkenSteel Corp NEW — 0.0% +0.0% 0.0 750 +750 1 —
☆DPZ funds › Dominos Pizza Inc NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆PGR funds › Progressive Corp NEW — 0.0% +0.0% 0.0 62 +62 1 —
☆SBAC funds › SBA Communications Corp NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆COLD funds › Americold Realty Trust NEW — 0.0% +0.0% 0.0 825 +825 1 —
☆GPN funds › Global Payments Inc NEW — 0.0% +0.0% 0.0 174 +174 1 —
☆WMB funds › Williams Companies Inc NEW — 0.0% +0.0% 0.0 167 +167 1 —
☆SPGI funds › SP Global Inc NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆CUSIP:277432100 funds › Eastman Chemical Co NEW — 0.0% +0.0% 0.0 182 +182 1 —
☆C funds › Citigroup Inc NEW — 0.0% +0.0% 0.0 86 +86 1 —
☆IVLU funds › Ishares Tr Msci Intl Value NEW — 0.0% +0.0% 0.0 283 +283 1 —
☆SWX funds › Southwest Gas Holdings Inc NEW — 0.0% +0.0% 0.0 131 +131 1 —
☆SJM funds › Smucker J M Co NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆BX funds › Blackstone Inc NEW — 0.0% +0.0% 0.0 90 +90 1 —
☆KMI funds › Kinder Morgan Inc Class P NEW — 0.0% +0.0% 0.0 320 +320 1 —
☆O funds › Realty Income Corp NEW — 0.0% +0.0% 0.0 165 +165 1 —
☆BEN funds › Franklin Res Inc NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆HP funds › Helmerich & Payne Inc. NEW — 0.0% +0.0% 0.0 299 +299 1 —
☆CUSIP:31635V273 funds › Fidelity Short-Term Bond Idx I NEW — 0.0% +0.0% 0.0 974 +974 1 —
☆ROK funds › Rockwell Automation Inc NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆IEV funds › Ishares Tr Europe Etf NEW — 0.0% +0.0% 0.0 121 +121 1 —
☆MUR funds › Murphy Oil Corp NEW — 0.0% +0.0% 0.0 249 +249 1 —
☆DHR funds › Danaher Corp NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆OEF funds › MFC iShares TR S&P 100 ETF NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆ESGU funds › iShares ESG Aware MSCI USA ETF NEW — 0.0% +0.0% 0.0 42 +42 1 —
☆AEP funds › American Electric Power Co Inc NEW — 0.0% +0.0% 0.0 48 +48 1 —
☆MRSH funds › Marsh & McLennan Companies Inc NEW — 0.0% +0.0% 0.0 38 +38 1 —
☆CUSIP:025072828 funds › Avantis U.S. Small Cap Value F NEW — 0.0% +0.0% 0.0 260 +260 1 —
☆IWB funds › iShares Russell 1000 ETF NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆EXC funds › Exelon Corp NEW — 0.0% +0.0% 0.0 107 +107 1 —
☆EGO funds › Eldorado Gold Corp NEW — 0.0% +0.0% 0.0 148 +148 1 —
☆RPRX funds › Royalty Pharma Plc NEW — 0.0% +0.0% 0.0 82 +82 1 —
☆CUSIP:316145101 funds › Fidelity Equity Dividend Incom NEW — 0.0% +0.0% 0.0 109 +109 1 —
☆ETR funds › Entergy Corp NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆CME funds › CME Group Inc NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆DTM funds › DT Midstream, Inc. NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆RGLD funds › Royal Gold Inc NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆DYNF funds › MFC Ishares U.S. Equity Factor NEW — 0.0% +0.0% 0.0 44 +44 1 —
☆AIZ funds › Assurant Inc NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆NEU funds › NewMarket Corp NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆IBIT funds › Ishares Bitcoin Trust ETF NEW — 0.0% +0.0% 0.0 64 +64 1 —
☆MSI funds › Motorola Solutions NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆AMT funds › American Tower Corp NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆XOVR funds › Entrepreneurshares Series Trus EXIT — 0.0% -0.0% 0.0 0 -10,000 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 779 404 0.30 50% 0.033 0.183 — in
2026Q1 688 161 0.18 63% 0.062 0.517 — in
2025Q4 707 149 0.10 66% 0.071 0.663 — in
2025Q3 711 420 0.13 64% 0.057 0.596 — in
2025Q2 662 415 0.26 64% 0.059 0.352 — entered
2025Q1 623 406 0.00 64% 0.052 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