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☆Nemes Rush Group LLC

CIK 0001982273 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.516
AUM ($M)
1,209
Positions
945
Turnover
0.07
Top-10 wt
34%
Herfindahl
0.019
History (qtrs)
6
Excess Return
—

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Holdings · 500 of 988 positions (showing top 500 by weight) · portfolio value $1,209M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INCORPORATED ADD — 4.9% +0.0% 59.0 204,066 +2,008 5 —
☆AVGO funds › BROADCOM INCORPORATED ADD — 4.8% +0.3% 58.4 154,662 +188 5 —
☆LRCX funds › LAM RESEARCH CORPORATION COM NEW TRIM — 4.4% +1.9% 53.5 123,512 -45 5 —
☆GOOGL funds › ALPHABET INCORPORATED CAP STK CLASS A ADD — 3.4% +0.3% 41.2 115,350 +1,425 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.2% +0.0% 38.9 194,629 +2,181 5 —
☆JPM funds › JPMORGAN CHASE & COMPANY ADD — 3.1% -0.0% 37.4 114,157 +2,546 5 —
☆MSFT funds › MICROSOFT CORPORATION ADD — 2.9% -0.3% 34.6 92,778 +2,689 5 —
☆CSCO funds › CISCO SYSTEMS INCORPORATED ADD — 2.6% +0.6% 31.0 264,245 +2,824 5 —
☆META funds › META PLATFORMS INCORPORATED CLASS A ADD — 2.2% -0.3% 26.1 46,284 +1,975 5 —
☆QCOM funds › QUALCOMM INCORPORATED ADD — 2.1% +0.5% 25.3 137,145 +3,695 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INCORPORATED CLASS A ADD — 2.1% +0.9% 24.9 32,613 +591 5 —
☆WMT funds › WALMART INC ADD — 2.0% -0.5% 24.3 214,717 +3,742 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 1.9% -0.2% 23.2 91,397 +2,172 5 —
☆HD funds › HOME DEPOT INCORPORATED ADD — 1.9% -0.1% 22.7 64,285 +2,462 5 —
☆MRK funds › MERCK & COMPANY INCORPORATED ADD — 1.9% -0.1% 22.6 175,548 +4,584 5 —
☆ETN funds › EATON CORPORATION PLC SHS (IRELAND) ADD — 1.8% +0.1% 21.8 51,063 +1,218 5 —
☆MSI funds › MOTOROLA SOLUTIONS INCORPORATED COM NEW ADD — 1.8% -0.3% 21.6 52,047 +1,476 5 —
☆CB funds › CHUBB LIMITED (SWITZERLAND) ADD — 1.8% -0.1% 21.2 62,199 +1,691 5 —
☆DHI funds › D R HORTON INCORPORATED ADD — 1.7% +0.1% 20.6 126,408 +4,772 5 —
☆AMZN funds › AMAZON COM INCORPORATED ADD — 1.7% +0.0% 20.2 84,585 +903 5 —
☆XFIV funds › BONDBLOXX ETF TR 5 YR TARGET DURATION ADD — 1.7% +0.0% 20.1 413,143 +61,075 5 —
☆LLY funds › ELI LILLY & COMPANY ADD — 1.5% +0.2% 18.7 15,575 +378 5 —
☆XTRE funds › BONDBLOXX ETF TR 3 YR TARGET DURATION ADD — 1.4% -0.0% 16.8 343,532 +43,366 5 —
☆XTWO funds › BONDBLOXX BLOOMBERG 2 YEAR TARGET DURATION US TREASURY ADD — 1.4% -0.0% 16.5 336,640 +39,361 5 —
☆CME funds › CME GROUP INCORPORATED ADD — 1.3% -0.7% 16.1 72,940 +2,416 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION SHS (IRELAND) ADD — 1.3% -0.0% 15.9 109,073 +762 5 —
☆TSLA funds › TESLA INCORPORATED TRIM — 1.2% -0.1% 15.1 35,917 -1,318 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 1.2% -0.2% 14.5 15,448 +737 5 —
☆XONE funds › BONDBLOXX BLOOMBERG 1 YEAR TARGET DURATION US TREASURY ADD — 1.1% -0.0% 13.9 281,252 +32,690 5 —
☆VNOM funds › VIPER ENERGY INCORPORATED CLASS A ADD — 1.1% -0.3% 13.7 323,876 +8,193 3 —
☆NXPI funds › NXP SEMICONDUCTORS N V (NETHERLANDS) ADD — 1.1% +0.2% 13.1 46,680 +1,573 5 —
☆TT funds › TRANE TECHNOLOGIES PLC SHS (IRELAND) ADD — 1.1% +0.0% 13.0 26,424 +558 5 —
☆F funds › FORD MTR COMPANY ADD — 1.1% +0.1% 12.7 914,081 +18,118 5 —
☆UNP funds › UNION PAC CORPORATION ADD — 1.0% -0.0% 12.4 45,672 +1,047 5 —
☆ALL funds › ALLSTATE CORPORATION ADD — 1.0% +0.0% 11.8 49,591 +862 5 —
☆EVSD funds › EATON VANCE SHORT DURATION INCOME ETF ADD — 1.0% -0.1% 11.5 226,338 +7,462 4 —
☆CEG funds › CONSTELLATION ENERGY CORPORATION ADD — 0.9% -0.2% 11.1 44,675 +1,829 5 —
☆V funds › VISA INCORPORATED COM CLASS A ADD — 0.9% +0.0% 11.0 32,101 +616 5 —
☆VICI funds › VICI PPTYS INCORPORATED REIT ADD — 0.9% -0.1% 10.9 409,794 +19,961 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORPORATION ADD — 0.9% -0.4% 10.5 77,135 +1,455 5 —
☆RJF funds › RAYMOND JAMES FINL INCORPORATED TRIM — 0.8% -0.1% 9.9 65,329 -2,146 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF TRUST ADD — 0.8% +0.0% 9.6 12,884 +161 5 —
☆ECL funds › ECOLAB INCORPORATED ADD — 0.7% -0.1% 8.7 31,271 +825 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INCORPORATED ADD — 0.7% -0.2% 8.6 29,609 +798 5 —
☆ORCL funds › ORACLE CORPORATION ADD — 0.7% -0.1% 8.1 55,485 +1,124 5 —
☆CRM funds › SALESFORCE INCORPORATED ADD — 0.7% -0.2% 8.0 51,333 +1,515 5 —
☆GOOG funds › ALPHABET INCORPORATED CAP STK CLASS C ADD — 0.7% +0.0% 8.0 22,623 +55 5 —
☆CAT funds › CATERPILLAR INCORPORATED TRIM — 0.6% +0.1% 7.0 6,564 -27 5 —
☆TJX funds › TJX COMPANIES INCORPORATED NEW ADD — 0.6% -0.1% 6.7 44,098 +1,300 5 —
☆SPGI funds › S&P GLOBAL INCORPORATED ADD — 0.5% -0.1% 6.4 15,615 +42 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE INCORPORATED ADD — 0.5% -0.2% 5.9 47,765 +1,462 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.5% -0.1% 5.6 29,475 -64 5 —
☆VTI funds › VANGUARD TOTAL STOCK MARKET ETF ADD — 0.4% +0.0% 5.1 13,746 +3 5 —
☆AXP funds › AMERICAN EXPRESS COMPANY TRIM — 0.4% -0.0% 5.1 15,032 -77 5 —
☆DFUS funds › DIMENSIONAL U.S. EQUTIY MARKET ETF ADD — 0.4% +0.0% 4.8 58,745 +4,384 5 —
☆GS funds › GOLDMAN SACHS GROUP INCORPORATED ADD — 0.4% +0.0% 4.7 4,694 +11 5 —
☆CVNA funds › CARVANA COMPANY CLASS A ADD — 0.4% -0.0% 4.4 66,407 +53,156 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.3% +0.2% 4.1 11,937 +412 5 —
☆VLO funds › VALERO ENERGY CORPORATION TRIM — 0.3% -0.0% 4.0 15,537 -105 5 —
☆ABBV funds › ABBVIE INCORPORATED TRIM — 0.3% -0.0% 4.0 15,922 -89 5 —
☆IVV funds › ISHARES TR CORE S&P500 ETF TRIM — 0.3% -0.2% 3.6 4,824 -2,587 5 —
☆MPC funds › MARATHON PETE CORPORATION TRIM — 0.3% -0.0% 3.6 13,925 -14 5 —
☆AMD funds › ADVANCED MICRO DEVICES INCORPORATED ADD — 0.3% +0.2% 3.5 6,068 +13 5 —
☆SHW funds › SHERWIN WILLIAMS COMPANY ADD — 0.3% -0.0% 3.4 9,950 +406 5 —
☆GILD funds › GILEAD SCIENCES INCORPORATED TRIM — 0.3% -0.1% 3.4 26,864 -76 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.3% -0.1% 3.3 28,192 +913 5 —
☆NFLX funds › NETFLIX INCORPORATED. ADD — 0.3% -0.1% 3.2 45,306 +40 5 —
☆SBUX funds › STARBUCKS CORPORATION ADD — 0.3% -0.0% 3.1 30,550 +157 5 —
☆STRL funds › STERLING INFRASTRUCTURE INCORPORATED HOLD — 0.2% +0.1% 2.9 3,500 +0 5 —
☆TKO funds › TKO GROUP HOLDINGS INCORPORATED CLASS A TRIM — 0.2% -0.0% 2.9 14,253 -109 5 —
☆VRTX funds › VERTEX PHARMACEUTICALS INCORPORATED TRIM — 0.2% -0.0% 2.8 5,579 -26 5 —
☆HWM funds › HOWMET AEROSPACE INCORPORATED TRIM — 0.2% +0.0% 2.8 10,286 -24 5 —
☆EXPE funds › EXPEDIA GROUP INCORPORATED COM NEW TRIM — 0.2% -0.0% 2.7 10,707 -62 5 —
☆GLW funds › CORNING INCORPORATED ADD — 0.2% +0.1% 2.6 10,088 +109 5 —
☆VST funds › VISTRA CORPORATION ADD — 0.2% -0.0% 2.6 16,140 +971 5 —
☆SPYM funds › STATE STREET SPDR PORTFOLIO S&P ETF ADD — 0.2% +0.0% 2.5 28,443 +3,959 5 —
☆USFR funds › THE WISDOMTREE TRUST FLTG RATE TREASURY FUND HOLD — 0.2% -0.0% 2.5 49,304 +0 3 —
☆STLD funds › STEEL DYNAMICS INCORPORATED TRIM — 0.2% +0.0% 2.5 10,705 -62 5 —
☆AIG funds › AMERICAN INTERNATIONAL GROUP INCORPORATED COM NEW TRIM — 0.2% -0.0% 2.2 29,808 -189 5 —
☆IWB funds › ISHARES RUSSELL 1000 ETF ADD — 0.2% -0.0% 2.2 5,382 +1 5 —
☆NRG funds › NRG ENERGY INCORPORATED COM NEW TRIM — 0.2% -0.0% 2.1 14,628 -121 5 —
☆VONG funds › VANGUARD RUSSELL 1000 GROWTH ETF HOLD — 0.2% +0.0% 2.0 15,723 +0 5 —
☆BKNG funds › BOOKING HOLDINGS INCORPORATED ADD — 0.2% -0.0% 2.0 11,228 +10,779 5 —
☆XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM — 0.2% +0.0% 2.0 10,369 -326 5 —
☆EVSM funds › EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF TRIM — 0.2% -0.0% 2.0 39,137 -4,882 4 —
☆QQQ funds › INVESCO QQQ TRUST HOLD — 0.2% +0.0% 1.9 2,636 +0 5 —
☆TMUS funds › T-MOBILE US INCORPORATED ADD — 0.2% -0.0% 1.9 11,402 +2,672 5 —
☆XSVN funds › BONDBLOXX ETF TR 7 YR TARGET DURATION ADD — 0.1% +0.0% 1.8 37,960 +8,664 5 —
☆ABNB funds › AIRBNB INCORPORATED COM CLASS A ADD — 0.1% -0.0% 1.8 12,424 +112 5 —
☆UBER funds › UBER TECHNOLOGIES INCORPORATED ADD — 0.1% -0.0% 1.6 22,670 +581 5 —
☆TAXX funds › BONDBLOXX IRPLSM TAX-AWARE SHORT DURATION ETF ADD — 0.1% -0.0% 1.6 31,896 +836 5 —
☆XPO funds › XPO INCORPORATED TRIM — 0.1% -0.0% 1.6 7,834 -8 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB COMPANY ADD — 0.1% -0.0% 1.6 27,548 +1,850 5 —
☆PLXS funds › PLEXUS CORPORATION HOLD — 0.1% +0.0% 1.6 5,174 +0 5 —
☆XTEN funds › BONDBLOXX ETF TR BLOOMBERG 10 YR TARGET ADD — 0.1% -0.0% 1.5 33,814 +3,531 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A SHS (LUXEMBOURG) ADD — 0.1% -0.0% 1.5 3,214 +93 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (IRELAND) ADD — 0.1% +0.1% 1.4 1,500 +11 5 —
☆DELL funds › DELL TECHNOLOGIES INCORPORATED CLASS C ADD — 0.1% +0.1% 1.4 3,186 +54 5 —
☆AMAT funds › APPLIED MATLS INCORPORATED HOLD — 0.1% +0.1% 1.3 1,852 +0 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.1% -0.0% 1.2 4,529 +77 5 —
☆IXUS funds › ISHARES TR CORE MSCI TOTAL ADD — 0.1% -0.0% 1.2 12,365 +37 5 —
☆CSL funds › CARLISLE COMPANIES INCORPORATED HOLD — 0.1% -0.0% 1.2 3,202 +0 5 —
☆VOO funds › VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW ADD — 0.1% +0.0% 1.2 1,684 +66 5 —
☆PG funds › PROCTER & GAMBLE COMPANY ADD — 0.1% +0.0% 1.2 7,849 +2,246 5 —
☆FANG funds › DIAMONDBACK ENERGY INCORPORATED TRIM — 0.1% -0.0% 1.1 6,418 -1 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW HOLD — 0.1% -0.0% 1.1 2,224 +0 5 —
☆VRT funds › VERTIV HOLDINGS COMPANY COM CLASS A ADD — 0.1% +0.0% 1.1 3,171 +209 5 —
☆IJH funds › ISHARES TR CORE S&P MCP ETF ADD — 0.1% -0.0% 1.0 13,567 +36 5 —
☆URI funds › UNITED RENTALS INCORPORATED HOLD — 0.1% +0.0% 1.0 904 +0 5 —
☆AVIV funds › AVANTIS INTL LARGE CAP VALUE ETF ADD — 0.1% +0.0% 1.0 13,190 +1,980 5 —
☆DFAW funds › DIMENSIONAL WORLD EQUITY ETF ADD — 0.1% +0.0% 1.0 12,033 +330 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.1% 1.0 5,816 -1,767 5 —
☆AVGE funds › AMERICAN CENTY ETF TR AVANTIS ALL EQUITY MKTS ETF ADD — 0.1% +0.0% 1.0 9,626 +693 5 —
☆BSX funds › BOSTON SCIENTIFIC CORPORATION ADD — 0.1% -0.0% 1.0 22,269 +4,394 5 —
☆AVEM funds › AVANTIS EMERGING MARKETS EQUITY ETF ADD — 0.1% +0.0% 0.9 9,556 +1,555 5 —
☆AVDV funds › AVANTIS INTERNATIONAL SMALL CAP VALUE ETF ADD — 0.1% +0.0% 0.9 8,905 +1,355 5 —
☆GLD funds › SPDR GOLD SHARES HOLD — 0.1% -0.0% 0.9 2,415 +0 5 —
☆SNOW funds › SNOWFLAKE INCORPORATED COM SHS ADD — 0.1% +0.0% 0.9 3,482 +698 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHINES ADD — 0.1% +0.0% 0.9 3,130 +21 5 —
☆RDDT funds › REDDIT INCORPORATED CLASS A TRIM — 0.1% +0.0% 0.9 4,987 -200 5 —
☆ANET funds › ARISTA NETWORKS INCORPORATED COM SHS ADD — 0.1% +0.0% 0.9 5,034 +205 5 —
☆INTC funds › INTEL CORPORATION ADD — 0.1% +0.0% 0.8 5,864 +120 5 —
☆MCD funds › MCDONALDS CORPORATION TRIM — 0.1% -0.0% 0.8 2,913 -336 5 —
☆KO funds › COCA COLA COMPANY ADD — 0.1% -0.0% 0.8 9,454 +107 5 —
☆DTE funds › DTE ENERGY COMPANY ADD — 0.1% +0.0% 0.8 4,991 +1,044 5 —
☆ADI funds › ANALOG DEVICES INCORPORATED ADD — 0.1% +0.0% 0.8 1,913 +31 5 —
☆TXN funds › TEXAS INSTRS INCORPORATED ADD — 0.1% +0.0% 0.7 2,452 +18 5 —
☆IJR funds › ISHARES TR CORE S&P SCP ETF ADD — 0.1% +0.0% 0.7 4,813 +30 5 —
☆MDY funds › STATE STREET SPDR S&P MIDCAP 400 ETF TRUST TRIM — 0.1% -0.0% 0.7 1,003 -5 5 —
☆ITOT funds › ISHARES TR CORE S&P TTL STK TRIM — 0.1% -0.0% 0.7 4,274 -658 5 —
☆HTZ funds › HERTZ GLOBAL HLDGS INCORPORATED COM NEW ADD — 0.1% -0.0% 0.7 304,135 +83,946 5 —
☆PM funds › PHILIP MORRIS INTERNATIONAL INCORPORATED HOLD — 0.1% -0.0% 0.7 3,752 +0 5 —
☆BILS funds › STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF TRIM — 0.1% -0.0% 0.7 6,755 -2,810 5 —
☆NEM funds › NEWMONT CORPORATION ADD — 0.1% -0.0% 0.7 7,182 +205 5 —
☆GE funds › GE AEROSPACE COM NEW ADD — 0.1% +0.0% 0.7 1,788 +4 5 —
☆OKTA funds › OKTA INCORPORATED CLASS A ADD — 0.1% +0.0% 0.6 4,611 +148 5 —
☆BKR funds › BAKER HUGHES COMPANY CLASS A ADD — 0.0% -0.0% 0.6 10,535 +189 5 —
☆DWAS funds › INVESCO DWA SMALLCAP MOMENTUM ETF TRIM — 0.0% +0.0% 0.6 4,503 -60 5 —
☆PNC funds › PNC FINL SVCS GROUP INCORPORATED TRIM — 0.0% +0.0% 0.6 2,301 -22 5 —
☆VUG funds › VANGUARD GROWTH ETF ADD — 0.0% +0.0% 0.5 6,291 +5,243 5 —
☆MU funds › MICRON TECHNOLOGY INCORPORATED TRIM — 0.0% +0.0% 0.5 462 -30 5 —
☆IAU funds › ISHARES GOLD TR ISHARES NEW TRIM — 0.0% -0.0% 0.5 6,982 -1 5 —
☆EES funds › WISDOMTREE U.S. SMALLCAP FUND TRIM — 0.0% +0.0% 0.5 7,687 -56 5 —
☆MO funds › ALTRIA GROUP INCORPORATED ADD — 0.0% -0.0% 0.5 7,213 +11 5 —
☆MGV funds › VANGUARD MEGA CAP VALUE ETF HOLD — 0.0% -0.0% 0.5 3,130 +0 4 —
☆GD funds › GENERAL DYNAMICS CORPORATION ADD — 0.0% -0.0% 0.5 1,426 +39 5 —
☆MDT funds › MEDTRONIC PLC SHS (IRELAND) ADD — 0.0% -0.0% 0.5 6,322 +204 5 —
☆MA funds › MASTERCARD INCORPORATED CLASS A ADD — 0.0% -0.0% 0.5 958 +28 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INCORPORATED HOLD — 0.0% -0.0% 0.5 3,695 +0 5 —
☆DAL funds › DELTA AIR LINES INCORPORATED COM NEW ADD — 0.0% +0.0% 0.5 5,221 +93 5 —
☆USFD funds › US FOODS HLDG CORPORATION ADD — 0.0% -0.0% 0.5 4,669 +119 5 —
☆GPK funds › GRAPHIC PACKAGING HLDG COMPANY ADD — 0.0% +0.0% 0.5 43,285 +16,474 5 —
☆GEV funds › GE VERNOVA INCORPORATED ADD — 0.0% +0.0% 0.4 382 +2 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK NEW — 0.0% +0.0% 0.4 2,501 +2,501 1 —
☆IBKR funds › INTERACTIVE BROKERS GROUP INCORPORATED COM CLASS A ADD — 0.0% +0.0% 0.4 4,859 +136 5 —
☆C funds › CITIGROUP INCORPORATED COM NEW ADD — 0.0% +0.0% 0.4 2,956 +43 5 —
☆NOW funds › SERVICENOW INCORPORATED ADD — 0.0% +0.0% 0.4 4,075 +787 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN) ADD — 0.0% +0.0% 0.4 831 +12 5 —
☆BIL funds › STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF TRIM — 0.0% -0.0% 0.4 4,230 -2,645 5 —
☆GRMN funds › GARMIN LIMITED SHS (SWITZERLAND) ADD — 0.0% -0.0% 0.4 1,615 +2 5 —
☆VONE funds › VANGUARD RUSSELL 1000 ETF ADD — 0.0% -0.0% 0.4 1,130 +3 5 —
☆VTV funds › VANGUARD VALUE ETF ADD — 0.0% -0.0% 0.4 1,742 +5 5 —
☆SIVR funds › ABRDN PHYSICAL SILVER SHARES ETF HOLD — 0.0% -0.0% 0.4 6,707 +0 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING INCORPORATED TRIM — 0.0% -0.0% 0.4 1,667 -187 5 —
☆SHOP funds › SHOPIFY INC (CANADA) ADD — 0.0% -0.0% 0.4 3,187 +145 5 —
☆SYF funds › SYNCHRONY FINANCIAL ADD — 0.0% +0.0% 0.4 4,749 +229 5 —
☆SPTS funds › STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF TRIM — 0.0% -0.0% 0.4 12,270 -1,500 5 —
☆ES funds › EVERSOURCE ENERGY HOLD — 0.0% -0.0% 0.4 4,862 +0 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 0.3 2,069 +32 5 —
☆VMC funds › VULCAN MATLS COMPANY ADD — 0.0% -0.0% 0.3 1,169 +37 5 —
☆MMM funds › 3M COMPANY ADD — 0.0% +0.0% 0.3 2,128 +778 5 —
☆JLL funds › JONES LANG LASALLE INCORPORATED HOLD — 0.0% -0.0% 0.3 1,102 +0 5 —
☆DOCS funds › DOXIMITY INCORPORATED CLASS A HOLD — 0.0% -0.0% 0.3 15,598 +0 5 —
☆HOOD funds › ROBINHOOD MKTS INCORPORATED COM CLASS A ADD — 0.0% +0.0% 0.3 3,206 +149 3 —
☆MEDP funds › MEDPACE HLDGS INCORPORATED ADD — 0.0% +0.0% 0.3 598 +27 5 —
☆SLV funds › ISHARES SILVER TRUST HOLD — 0.0% -0.0% 0.3 5,889 +0 5 —
☆RJDI funds › RJ EAGLE GCM DIVIDEND SELECT INCOME ETF ADD — 0.0% +0.0% 0.3 10,720 +8,894 2 —
☆BAC funds › BANK OF AMER CORPORATION ADD — 0.0% +0.0% 0.3 5,507 +6 5 —
☆EQT funds › EQT CORPORATION ADD — 0.0% -0.0% 0.3 5,892 +570 3 —
☆AEM funds › AGNICO EAGLE MINES LIMITED (CANADA) ADD — 0.0% -0.0% 0.3 1,973 +59 4 —
☆VZ funds › VERIZON COMMUNICATIONS INCORPORATED TRIM — 0.0% -0.0% 0.3 7,127 -2,723 5 —
☆IEFA funds › ISHARES TR CORE MSCI EAFE ADD — 0.0% -0.0% 0.3 3,118 +23 5 —
☆KKR funds › KKR & COMPANY INCORPORATED ADD — 0.0% -0.0% 0.3 3,253 +143 5 —
☆DASH funds › DOORDASH INC ADD — 0.0% +0.0% 0.3 1,600 +89 5 —
☆PFE funds › PFIZER INCORPORATED ADD — 0.0% -0.0% 0.3 12,129 +3,080 5 —
☆LOW funds › LOWES COMPANIES INCORPORATED ADD — 0.0% -0.0% 0.3 1,288 +47 5 —
☆SGOL funds › ABERDEEN PHYSICAL GOLD SHARES ETF HOLD — 0.0% -0.0% 0.3 7,184 +0 5 —
☆VIG funds › VANGUARD DIVIDEND APPRECIATION ETF HOLD — 0.0% -0.0% 0.3 1,156 +0 5 —
☆IBTA funds › IBOTTA INCORPORATED CLASS A COM SHS HOLD — 0.0% -0.0% 0.3 8,001 +0 5 —
☆ARES funds › ARES MANAGEMENT CORPORATION CLASS A COM STK ADD — 0.0% -0.0% 0.3 2,325 +96 5 —
☆CUSIP:921910733 funds › VANGUARD ESG U.S. STOCK ETF TRIM — 0.0% -0.0% 0.3 1,908 -1,268 5 —
☆DTM funds › DT MIDSTREAM INCORPORATED COMMON STOCK ADD — 0.0% +0.0% 0.2 1,669 +257 5 —
☆ESGU funds › ISHARES TR ESG AWR MSCI USA TRIM — 0.0% -0.0% 0.2 1,496 -996 5 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF ADD — 0.0% +0.0% 0.2 2,038 +1,783 5 —
☆CAVA funds › CAVA GROUP INCORPORATED ADD — 0.0% +0.0% 0.2 3,089 +881 5 —
☆MRVL funds › MARVELL TECHNOLOGY INCORPORATED ADD — 0.0% +0.0% 0.2 805 +475 5 —
☆EXC funds › EXELON CORPORATION ADD — 0.0% -0.0% 0.2 5,088 +3 5 —
☆DFAU funds › DIMENSIONAL US CORE EQUITY MARKET ETF ADD — 0.0% +0.0% 0.2 4,580 +1,870 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.2 1,746 -427 5 —
☆OUSA funds › ALPS O'SHARES U.S. QUALITY DIVIDEND ETF HOLD ETP 0.0% -0.0% 0.2 4,035 +0 5 —
☆ROKU funds › ROKU INCORPORATED COM CLASS A ADD — 0.0% +0.0% 0.2 1,649 +74 5 —
☆XHLF funds › BONDBLOXX BLOOMBERG 6 MNTH TARGET DURATION US TREASURY ADD — 0.0% +0.0% 0.2 4,507 +768 5 —
☆APP funds › APPLOVIN CORPORATION COM CLASS A HOLD — 0.0% +0.0% 0.2 425 +0 5 —
☆DIS funds › DISNEY WALT COMPANY TRIM — 0.0% -0.0% 0.2 2,274 -132 5 —
☆BA funds › BOEING COMPANY TRIM — 0.0% -0.0% 0.2 1,011 -6 5 —
☆SCCO funds › SOUTHERN COPPER CORPORATION ADD — 0.0% -0.0% 0.2 1,228 +18 5 —
☆EPD funds › ENTERPRISE PRODUCTS PARTNERS L P HOLD — 0.0% -0.0% 0.2 5,792 +0 5 —
☆NEE funds › NEXTERA ENERGY INCORPORATED TRIM — 0.0% -0.0% 0.2 2,400 -1,896 5 —
☆KLAC funds › KLA CORPORATION COM NEW ADD — 0.0% +0.0% 0.2 680 +632 5 —
☆NTAP funds › NETAPP INCORPORATED ADD — 0.0% +0.0% 0.2 1,320 +22 5 —
☆VKTX funds › VIKING THERAPEUTICS INCORPORATED TRIM — 0.0% +0.0% 0.2 5,165 -3 5 —
☆RGLD funds › ROYAL GOLD INCORPORATED ADD — 0.0% -0.0% 0.2 990 +1 5 —
☆PLD funds › PROLOGIS INCORPORATED. REIT ADD — 0.0% -0.0% 0.2 1,456 +102 5 —
☆XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ADD — 0.0% -0.0% 0.2 3,619 +8 5 —
☆FE funds › FIRSTENERGY CORPORATION ADD — 0.0% -0.0% 0.2 4,024 +1 3 —
☆ACMR funds › ACM RESH INCORPORATED COM CLASS A ADD Common Stock 0.0% +0.0% 0.2 1,500 +500 5 —
☆NOC funds › NORTHROP GRUMMAN CORPORATION HOLD — 0.0% -0.0% 0.2 373 +0 5 —
☆SECT funds › MAIN SECTOR ROTATION ETF HOLD — 0.0% +0.0% 0.2 2,633 +0 5 —
☆CVS funds › CVS HEALTH CORPORATION HOLD — 0.0% +0.0% 0.2 1,828 +0 5 —
☆VB funds › VANGUARD SMALL-CAP ETF ADD — 0.0% +0.0% 0.2 620 +89 5 —
☆MPLX funds › MPLX LP COM UNIT REP LTD HOLD — 0.0% -0.0% 0.2 3,264 +0 5 —
☆CRWV funds › COREWEAVE INCORPORATED COM CLASS A ADD — 0.0% +0.0% 0.2 1,845 +128 3 —
☆PAG funds › PENSKE AUTOMOTIVE GRP INCORPORATED HOLD — 0.0% +0.0% 0.2 1,011 +0 5 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INCORPORATED ADD — 0.0% -0.0% 0.2 5,319 +201 5 —
☆TEL funds › TE CONNECTIVITY PLC ORD SHS (IRELAND) HOLD — 0.0% -0.0% 0.2 895 +0 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.0% -0.0% 0.2 1,984 -796 5 —
☆HON funds › HONEYWELL INTERNATIONAL INC NEW — 0.0% +0.0% 0.2 799 +799 1 —
☆VOOG funds › VANGUARD S&P 500 GROWTH ETF ADD — 0.0% +0.0% 0.2 2,136 +2,085 3 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.2 794 +794 1 —
☆XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF ADD — 0.0% -0.0% 0.2 1,099 +4 5 —
☆DUK funds › DUKE ENERGY CORPORATION NEW COM NEW TRIM — 0.0% -0.0% 0.2 1,352 -427 5 —
☆BLK funds › BLACKROCK INCORPORATED TRIM — 0.0% -0.0% 0.2 177 -36 5 —
☆SO funds › SOUTHERN COMPANY ADD — 0.0% +0.0% 0.2 1,757 +451 5 —
☆DE funds › DEERE & COMPANY HOLD — 0.0% -0.0% 0.2 262 +0 5 —
☆CMI funds › CUMMINS INCORPORATED HOLD — 0.0% +0.0% 0.2 230 +0 5 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% +0.0% 0.2 2,872 +5 5 —
☆TPHD funds › TIMOTHY PLAN HIGH DIVIDEND STOCK ETF HOLD — 0.0% -0.0% 0.2 3,725 +0 5 —
☆RIO funds › RIO TINTO PLC SPONSORED ADR (UNITED KINGDOM) HOLD — 0.0% -0.0% 0.2 1,651 +0 5 —
☆AEP funds › AMERICAN ELEC PWR COMPANY INCORPORATED ADD — 0.0% -0.0% 0.2 1,135 +32 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP INCORPORATED HOLD — 0.0% +0.0% 0.2 1,440 +0 5 —
☆ET funds › ENERGY TRANSFER L P COM UT LTD PTN HOLD — 0.0% -0.0% 0.2 8,088 +0 5 —
☆ROK funds › ROCKWELL AUTOMATION INCORPORATED HOLD — 0.0% +0.0% 0.2 311 +0 5 —
☆SOFI funds › SOFI TECHNOLOGIES INCORPORATED ADD — 0.0% +0.0% 0.1 8,280 +613 5 —
☆SLS funds › SELLAS LIFE SCIENCES GROUP INCORPORATED COM NEW HOLD — 0.0% +0.0% 0.1 10,000 +0 5 —
☆KBE funds › STATE STREET SPDR S&P BANK ETF HOLD — 0.0% -0.0% 0.1 2,150 +0 5 —
☆XB funds › BONDBLOXX ETF TR ADD — 0.0% -0.0% 0.1 3,718 +10 5 —
☆AWF funds › ALLIANCEBERNSTEIN GLOBAL HIGH HOLD — 0.0% -0.0% 0.1 14,097 +0 5 —
☆ISRG funds › INTUITIVE SURGICAL INCORPORATED COM NEW ADD — 0.0% -0.0% 0.1 365 +8 5 —
☆BP funds › BP PLC SPONSORED ADR (UNITED KINGDOM) ADD — 0.0% -0.0% 0.1 3,814 +3 5 —
☆GGG funds › GRACO INCORPORATED ADD — 0.0% -0.0% 0.1 1,860 +7 5 —
☆VO funds › VANGUARD MID-CAP ETF ADD — 0.0% +0.0% 0.1 1,731 +1,421 5 —
☆LMT funds › LOCKHEED MARTIN CORPORATION HOLD — 0.0% -0.0% 0.1 269 +0 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF SHS BEN INT TRIM — 0.0% -0.0% 0.1 4,111 -300 5 —
☆XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR ADD — 0.0% -0.0% 0.1 1,146 +2 5 —
☆DFIP funds › DIMENSIONAL ETF TRUST INFLATION PROTECTED SECS ETF TRIM — 0.0% -0.0% 0.1 3,243 -368 5 —
☆KRE funds › STATE STREET SPDR S&P REGIONAL BANKING ETF HOLD — 0.0% -0.0% 0.1 1,775 +0 5 —
☆BE funds › BLOOM ENERGY CORPORATION COM CLASS A HOLD — 0.0% +0.0% 0.1 435 +0 5 —
☆DOV funds › DOVER CORPORATION ADD — 0.0% -0.0% 0.1 572 +1 5 —
☆AEE funds › AMEREN CORPORATION HOLD — 0.0% -0.0% 0.1 1,124 +0 5 —
☆GM funds › GENERAL MTRS COMPANY ADD — 0.0% -0.0% 0.1 1,638 +2 5 —
☆LIN funds › LINDE PLC (IRELAND) ADD — 0.0% -0.0% 0.1 239 +5 5 —
☆GNTX funds › GENTEX CORPORATION ADD — 0.0% +0.0% 0.1 4,894 +1 5 —
☆IOT funds › SAMSARA INCORPORATED COM CLASS A ADD — 0.0% +0.0% 0.1 3,796 +838 5 —
☆TGT funds › TARGET CORPORATION ADD — 0.0% +0.0% 0.1 934 +167 5 —
☆BNY funds › BANK OF NY MELLON CORPORATION HOLD — 0.0% +0.0% 0.1 837 +0 5 —
☆UPS funds › UNITED PARCEL SVCS INCORPORATED CLASS B ADD — 0.0% +0.0% 0.1 1,121 +1,055 5 —
☆SYY funds › SYSCO CORPORATION TRIM — 0.0% +0.0% 0.1 1,420 -5 5 —
☆BBY funds › BEST BUY INCORPORATED ADD — 0.0% +0.0% 0.1 1,525 +322 5 —
☆MCHP funds › MICROCHIP TECHNOLOGY INCORPORATED. ADD — 0.0% +0.0% 0.1 1,244 +6 5 —
☆AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF TRIM — 0.0% -0.0% 0.1 901 -16 5 —
☆VOOV funds › VANGUARD S&P 500 VALUE ETF ADD — 0.0% +0.0% 0.1 512 +476 5 —
☆VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF NEW — 0.0% +0.0% 0.1 1,306 +1,306 1 —
☆TGTX funds › TG THERAPEUTICS INCORPORATED TRIM — 0.0% +0.0% 0.1 2,000 -19 5 —
☆IDEV funds › ISHARES TR CORE MSCI INTL ADD — 0.0% -0.0% 0.1 1,222 +18 5 —
☆AGG funds › ISHARES TR CORE US AGGBD ET ADD — 0.0% -0.0% 0.1 1,091 +47 3 —
☆CNI funds › CANADIAN NATL RY COMPANY (CANADA) ADD — 0.0% +0.0% 0.1 891 +6 5 —
☆SPYI funds › NEOS S&P 500 HIGH INCOME ETF ADD — 0.0% -0.0% 0.1 1,995 +59 2 —
☆CL funds › COLGATE PALMOLIVE COMPANY HOLD — 0.0% -0.0% 0.1 1,155 +0 5 —
☆NSC funds › NORFOLK SOUTHN CORPORATION ADD — 0.0% +0.0% 0.1 335 +226 5 —
☆SPIB funds › STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE HOLD — 0.0% -0.0% 0.1 3,077 +0 3 —
☆CWEN funds › CLEARWAY ENERGY INCORPORATED CLASS C NEW — 0.0% +0.0% 0.1 3,000 +3,000 1 —
☆IQV funds › IQVIA HLDGS INCORPORATED ADD — 0.0% +0.0% 0.1 525 +152 5 —
☆EFAV funds › ISHARES TR MSCI EAFE MIN VL ADD — 0.0% -0.0% 0.1 1,152 +5 5 —
☆GAP funds › GAP INCORPORATED TRIM — 0.0% -0.0% 0.1 5,400 -10 5 —
☆DFCF funds › DIMENSIONAL CORE FIXED INCOME ETF TRIM — 0.0% -0.0% 0.1 2,345 -319 5 —
☆COF funds › CAPITAL ONE FINL CORPORATION ADD — 0.0% -0.0% 0.1 491 +2 5 —
☆ALB funds › ALBEMARLE CORPORATION HOLD — 0.0% -0.0% 0.1 727 +0 5 —
☆FISV funds › FISERV INC TRIM — 0.0% -0.0% 0.1 1,978 -1,343 5 —
☆BROS funds › DUTCH BROS INCORPORATED CLASS A HOLD — 0.0% +0.0% 0.1 1,333 +0 5 —
☆FENY funds › FIDELITY MSCI ENERGY INDEX ETF NEW — 0.0% +0.0% 0.1 3,147 +3,147 1 —
☆FOUR funds › SHIFT4 PMTS INCORPORATED CLASS A ADD — 0.0% +0.0% 0.1 1,864 +416 5 —
☆SMH funds › VANECK SEMICONDUCTOR ETF HOLD — 0.0% +0.0% 0.1 136 +0 5 —
☆JBL funds › JABIL INCORPORATED HOLD — 0.0% +0.0% 0.1 232 +0 5 —
☆RDVY funds › FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS HOLD — 0.0% +0.0% 0.1 1,100 +0 2 —
☆AJG funds › GALLAGHER ARTHUR J & COMPANY HOLD — 0.0% -0.0% 0.1 388 +0 5 —
☆DIA funds › STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF ADD — 0.0% -0.0% 0.1 170 +1 5 —
☆EQIX funds › EQUINIX INCORPORATED REIT ADD — 0.0% +0.0% 0.1 85 +14 5 —
☆COKE funds › COCA COLA CONS INCORPORATED ADD — 0.0% -0.0% 0.1 461 +1 5 —
☆FDX funds › FEDEX CORPORATION HOLD — 0.0% -0.0% 0.1 279 +0 5 —
☆COIN funds › COINBASE GLOBAL INCORPORATED COM CLASS A TRIM — 0.0% -0.0% 0.1 598 -1 5 —
☆SU funds › SUNCOR ENERGY INCORPORATED NEW (CANADA) HOLD — 0.0% -0.0% 0.1 1,600 +0 5 —
☆ULTA funds › ULTA BEAUTY INCORPORATED TRIM — 0.0% -0.0% 0.1 189 -68 5 —
☆IEF funds › ISHARES TR 7-10 YR TRSY BD ADD — 0.0% -0.0% 0.1 881 +7 5 —
☆UTG funds › REAVES UTIL INCOME FD COM SH BEN INT ADD — 0.0% +0.0% 0.1 2,000 +500 2 —
☆WHR funds › WHIRLPOOL CORPORATION ADD — 0.0% +0.0% 0.1 2,061 +1,949 5 —
☆DFNM funds › DIMENSIONAL NATIONAL MUNICIPAL BOND ETF ADD — 0.0% -0.0% 0.1 1,668 +12 5 —
☆IUSG funds › ISHARES TR CORE S&P US GWT HOLD — 0.0% +0.0% 0.1 428 +0 5 —
☆MAGS funds › ROUNDHILL MAGNIFICENT SEVEN ETF HOLD — 0.0% -0.0% 0.1 1,250 +0 2 —
☆BIDU funds › BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) HOLD — 0.0% -0.0% 0.1 700 +0 5 —
☆XLC funds › SPDR COMMUNICATION SERVICES SELECT SECTOR FUND ADD — 0.0% -0.0% 0.1 731 +1 5 —
☆IGM funds › ISHARES TR EXPND TEC SC ETF HOLD — 0.0% +0.0% 0.1 476 +0 3 —
☆KMB funds › KIMBERLY-CLARK CORP HOLD — 0.0% -0.0% 0.1 708 +0 5 —
☆CSX funds › CSX CORPORATION ADD — 0.0% +0.0% 0.1 1,626 +5 5 —
☆NOK funds › NOKIA CORPORATION SPONSORED ADR (FINLAND) HOLD — 0.0% +0.0% 0.1 5,730 +0 5 —
☆TFC funds › TRUIST FINL CORPORATION TRIM — 0.0% -0.0% 0.1 1,509 -336 5 —
☆AVDE funds › AVANTIS INTERNATIONAL EQUITY ETF ADD — 0.0% -0.0% 0.1 836 +11 5 —
☆MFC funds › MANULIFE FINL CORPORATION (CANADA) HOLD — 0.0% +0.0% 0.1 1,839 +0 5 —
☆MTUM funds › ISHARES TR MSCI USA MMENTM HOLD — 0.0% +0.0% 0.1 217 +0 3 —
☆AVLC funds › AVANTIS U S LARGE CAP EQUITY ETF HOLD — 0.0% +0.0% 0.1 823 +0 5 —
☆QGRO funds › AMERICAN CENTURY U.S. QUALITY GROWTH ETF ADD — 0.0% -0.0% 0.1 627 +1 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP ADD — 0.0% +0.0% 0.1 911 +500 5 —
☆VGIT funds › VANGUARD INTERMEDIATE-TERM TREASURY ETF ADD — 0.0% -0.0% 0.1 1,239 +3 5 —
☆XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF ADD — 0.0% -0.0% 0.1 1,357 +6 5 —
☆LMND funds › LEMONADE INCORPORATED HOLD — 0.0% -0.0% 0.1 1,100 +0 5 —
☆TWLO funds › TWILIO INCORPORATED CLASS A ADD — 0.0% +0.0% 0.1 343 +5 5 —
☆HPQ funds › HP INCORPORATED HOLD — 0.0% -0.0% 0.1 3,185 +0 5 —
☆TEM funds › TEMPUS AI INCORPORATED CLASS A HOLD — 0.0% +0.0% 0.1 1,200 +0 5 —
☆IEMG funds › ISHARES INCORPORATED CORE MSCI EMKT ADD — 0.0% +0.0% 0.1 837 +205 5 —
☆STEW funds › SRH TOTAL RETURN FUND INCORPORATED ADD — 0.0% -0.0% 0.1 3,869 +43 5 —
☆IEI funds › ISHARES TR 3 7 YR TREAS BD ADD — 0.0% -0.0% 0.1 588 +5 5 —
☆TRV funds › TRAVELERS COMPANIES INCORPORATED HOLD — 0.0% -0.0% 0.1 209 +0 5 —
☆CUSIP:891092108 funds › TORO COMPANY HOLD — 0.0% -0.0% 0.1 700 +0 5 —
☆IVW funds › ISHARES TR S&P 500 GRWT ETF HOLD — 0.0% +0.0% 0.1 485 +0 5 —
☆FTNT funds › FORTINET INCORPORATED ADD — 0.0% +0.0% 0.1 423 +117 5 —
☆SCHD funds › SCHWAB US DIVIDEND EQUITY ETF ADD — 0.0% -0.0% 0.1 2,033 +16 3 —
☆IWM funds › ISHARES TR RUSSELL 2000 ETF HOLD — 0.0% +0.0% 0.1 212 +0 3 —
☆ESML funds › ISHARES TR ESG AWARE MSCI TRIM — 0.0% -0.0% 0.1 1,124 -752 5 —
☆BX funds › BLACKSTONE INCORPORATED ADD — 0.0% -0.0% 0.1 530 +1 5 —
☆CCJ funds › CAMECO CORPORATION (CANADA) HOLD — 0.0% -0.0% 0.1 611 +0 4 —
☆LEN funds › LENNAR CORPORATION CLASS A ADD — 0.0% -0.0% 0.1 686 +14 5 —
☆ENB funds › ENBRIDGE INCORPORATED (CANADA) ADD — 0.0% -0.0% 0.1 1,144 +68 5 —
☆XJH funds › ISHARES TR ESG SELECT SCRE TRIM — 0.0% -0.0% 0.1 1,189 -758 5 —
☆HNRG funds › HALLADOR ENERGY COMPANY HOLD — 0.0% -0.0% 0.1 3,562 +0 5 —
☆Q funds › QNITY ELECTRONICS INCORPORATED COMMON STOCK ADD — 0.0% +0.0% 0.1 379 +112 3 —
☆IVE funds › ISHARES TR S&P 500 VAL ETF ADD — 0.0% -0.0% 0.1 267 +1 5 —
☆YUM funds › YUM BRANDS INCORPORATED ADD — 0.0% -0.0% 0.1 375 +34 5 —
☆PPG funds › PPG INDUSTRIES INCORPORATED TRIM — 0.0% -0.0% 0.1 493 -122 5 —
☆DY funds › DYCOM INDUSTRIES INCORPORATED HOLD — 0.0% +0.0% 0.1 118 +0 3 —
☆TPSC funds › TIMOTHY PLAN US SMALL CAP CORE ETF HOLD — 0.0% -0.0% 0.1 1,240 +0 5 —
☆CTVA funds › CORTEVA INCORPORATED ADD — 0.0% +0.0% 0.1 700 +224 5 —
☆PWR funds › QUANTA SVCS INCORPORATED HOLD — 0.0% +0.0% 0.1 81 +0 3 —
☆UNH funds › UNITEDHEALTH GROUP INCORPORATED HOLD — 0.0% +0.0% 0.1 140 +0 5 —
☆BAI funds › ISHARES A.I. INNOVATION AND TECH ACTIVE ETF HOLD — 0.0% +0.0% 0.1 1,099 +0 4 —
☆TPLC funds › TIMOTHY PLAN US LARGE/MID CAP CORE ETF HOLD — 0.0% -0.0% 0.1 1,145 +0 5 —
☆FVD funds › FIRST TRUST VALUE LINE DIVIDEND INDEX FUND ADD — 0.0% -0.0% 0.1 1,189 +8 5 —
☆XCCC funds › BONDBLOXX ETF TR ADD — 0.0% -0.0% 0.1 1,560 +40 5 —
☆IUSB funds › ISHARES CORE UNIVERSAL USD BOND ETF HOLD — 0.0% -0.0% 0.1 1,224 +0 3 —
☆AMGN funds › AMGEN INCORPORATED ADD — 0.0% -0.0% 0.1 155 +9 5 —
☆SYK funds › STRYKER CORPORATION ADD — 0.0% -0.0% 0.1 173 +7 5 —
☆DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF TRIM — 0.0% -0.0% 0.1 1,459 -1,370 5 —
☆AON funds › AON PLC SHS CL A (IRELAND) HOLD — 0.0% -0.0% 0.1 159 +0 5 —
☆VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF ADD — 0.0% -0.0% 0.1 733 +2 5 —
☆AVLV funds › AVANTIS US LARGE CAP VALUE ETF ADD — 0.0% -0.0% 0.1 569 +2 5 —
☆DDOG funds › DATADOG INCORPORATED CLASS A COM ADD — 0.0% +0.0% 0.1 199 +8 5 —
☆ASML funds › ASML HOLDING NV (NETHERLANDS) ADD — 0.0% +0.0% 0.1 26 +3 5 —
☆SDY funds › STATE STREET SPDR S&P DIVIDEND ETF ADD — 0.0% -0.0% 0.1 338 +1 5 —
☆ACAD funds › ACADIA PHARMACEUTICALS INCORPORATED HOLD — 0.0% -0.0% 0.1 2,000 +0 5 —
☆XLU funds › STATE STREET UTILITIES SELECT SECTOR SPDR ETF ADD — 0.0% -0.0% 0.1 1,111 +5 5 —
☆OC funds › OWENS CORNING NEW HOLD — 0.0% +0.0% 0.1 315 +0 5 —
☆QUAL funds › ISHARES TR MSCI USA QLT FCT HOLD — 0.0% -0.0% 0.0 227 +0 5 —
☆LNG funds › CHENIERE ENERGY INCORPORATED COM NEW HOLD — 0.0% -0.0% 0.0 205 +0 5 —
☆RBRK funds › RUBRIK INCORPORATED. CLASS A HOLD — 0.0% +0.0% 0.0 600 +0 5 —
☆FIX funds › COMFORT SYSTEMS USA INCORPORATED NEW — 0.0% +0.0% 0.0 24 +24 1 —
☆MRSH funds › MARSH & MCLENNAN COMPANIES INCORPORATED ADD — 0.0% -0.0% 0.0 276 +3 5 —
☆PH funds › PARKER-HANNIFIN CORPORATION ADD — 0.0% -0.0% 0.0 47 +2 5 —
☆T funds › AT&T INCORPORATED TRIM — 0.0% -0.0% 0.0 2,209 -5,548 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.0% -0.0% 0.0 437 +44 5 —
☆WELL funds › WELLTOWER INCORPORATED REIT HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆BOW funds › BOWHEAD SPECIALTY HLDGS INCORPORATED COM SHS HOLD — 0.0% +0.0% 0.0 1,500 +0 5 —
☆JD funds › JD.COM INCORPORATED SPON ADS CLASS A (CAYMAN ISLANDS) HOLD — 0.0% -0.0% 0.0 1,750 +0 5 —
☆PCMM funds › BONDBLOXX PRIVATE CREDIT CLO ETF HOLD — 0.0% -0.0% 0.0 893 +0 2 —
☆AUR funds › AURORA INNOVATION INCORPORATED CLASS A COM HOLD — 0.0% +0.0% 0.0 6,500 +0 5 —
☆RSPT funds › INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF HOLD — 0.0% +0.0% 0.0 680 +0 5 —
☆BABA funds › ALIBABA GROUP HLDG LIMITED SPONSORED ADS HOLD — 0.0% -0.0% 0.0 456 +0 5 —
☆BUI funds › BLACKROCK UTILS INFRASTRUCTURE NEW — 0.0% +0.0% 0.0 1,500 +1,500 1 —
☆EFA funds › ISHARES TR MSCI EAFE ETF HOLD — 0.0% -0.0% 0.0 412 +0 3 —
☆JPST funds › JPMORGAN ULTRA-SHORT INCOME ETF HOLD — 0.0% -0.0% 0.0 846 +0 2 —
☆MUB funds › ISHARES TR NATIONAL MUN ETF HOLD — 0.0% -0.0% 0.0 397 +0 5 —
☆IRT funds › INDEPENDENCE RLTY TR INCORPORATED REIT ADD — 0.0% -0.0% 0.0 2,550 +28 5 —
☆SCHB funds › SCHWAB U.S. BROAD MARKET ETF ADD — 0.0% +0.0% 0.0 1,463 +2 5 —
☆APH funds › AMPHENOL CORPORATION CLASS A HOLD — 0.0% +0.0% 0.0 232 +0 5 —
☆ARTY funds › ISHARES TR FUTU AI TECH ETF HOLD — 0.0% +0.0% 0.0 533 +0 4 —
☆ETHA funds › ISHARES ETHEREUM TR SHS HOLD — 0.0% -0.0% 0.0 3,352 +0 4 —
☆AIQ funds › GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY HOLD — 0.0% +0.0% 0.0 604 +0 5 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INCORPORATED COM SHS TRIM — 0.0% -0.0% 0.0 441 -26 3 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INCORPORATED ADD — 0.0% +0.0% 0.0 111 +36 5 —
☆XLP funds › STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF ADD — 0.0% -0.0% 0.0 466 +1 5 —
☆CUSIP:277432100 funds › EASTMAN CHEMICAL COMPANY TRIM — 0.0% -0.0% 0.0 569 -238 5 —
☆VYM funds › VANGUARD HIGH DIVIDEND YIELD ETF ADD — 0.0% -0.0% 0.0 241 +5 5 —
☆CMCSA funds › COMCAST CORPORATION NEW CLASS A TRIM — 0.0% -0.0% 0.0 1,524 -581 5 —
☆AAOI funds › APPLIED OPTOELECTRONICS INCORPORATED NEW — 0.0% +0.0% 0.0 250 +250 1 —
☆EME funds › EMCOR GROUP INCORPORATED NEW — 0.0% +0.0% 0.0 44 +44 1 —
☆FNV funds › FRANCO NEV CORPORATION (CANADA) HOLD — 0.0% -0.0% 0.0 175 +0 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS INCORPORATED TRIM — 0.0% -0.0% 0.0 123 -49 5 —
☆IMCG funds › ISHARES TR MRGSTR MD CP GRW ADD — 0.0% +0.0% 0.0 367 +1 5 —
☆QBTS funds › D-WAVE QUANTUM INCORPORATED TRIM — 0.0% +0.0% 0.0 1,500 -1 5 —
☆TTD funds › THE TRADE DESK INCORPORATED COM CLASS A ADD — 0.0% +0.0% 0.0 1,960 +680 5 —
☆AVUS funds › AVANTIS U.S. EQUITY ETF HOLD — 0.0% +0.0% 0.0 276 +0 5 —
☆VWO funds › VANGUARD FTSE EMERGING MARKETS ETF TRIM — 0.0% -0.0% 0.0 580 -139 5 —
☆SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF TRIM — 0.0% -0.0% 0.0 1,249 -49 5 —
☆IJK funds › ISHARES TR S&P MC 400GR ETF HOLD — 0.0% +0.0% 0.0 293 +0 3 —
☆MBB funds › ISHARES TR MBS ETF ADD — 0.0% -0.0% 0.0 364 +2 5 —
☆EMR funds › EMERSON ELEC COMPANY HOLD — 0.0% -0.0% 0.0 237 +0 5 —
☆DD funds › DUPONT DE NEMOURS INCORPORATED COMMON STOCK NEW — 0.0% +0.0% 0.0 249 +249 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INCORPORATED TRIM — 0.0% -0.0% 0.0 360 -3 5 —
☆NOBL funds › PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ADD — 0.0% -0.0% 0.0 587 +294 5 —
☆ARKK funds › ARK ETF TRUST INNOVATION ETF ADD — 0.0% +0.0% 0.0 400 +139 5 —
☆CIBR funds › FIRST TRUST NASDAQ CEA CYBERSECURITY ETF TRIM — 0.0% -0.0% 0.0 360 -3,050 5 —
☆AFL funds › AFLAC INCORPORATED HOLD Common Stock 0.0% -0.0% 0.0 272 +0 5 —
☆MINT funds › PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND HOLD — 0.0% -0.0% 0.0 316 +0 2 —
☆KR funds › KROGER COMPANY ADD — 0.0% +0.0% 0.0 571 +400 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION HOLD — 0.0% +0.0% 0.0 431 +0 5 —
☆GNT funds › GAMCO NAT RES GOLD & INCOME TR SH BEN INT ADD — 0.0% -0.0% 0.0 3,819 +81 5 —
☆MDLZ funds › MONDELEZ INTERNATIONAL INCORPORATED CLASS A TRIM — 0.0% -0.0% 0.0 536 -203 5 —
☆DYNF funds › ISHARES U.S. EQUITY FACTOR ROTATION ACTI HOLD — 0.0% +0.0% 0.0 444 +0 3 —
☆WFC funds › WELLS FARGO & COMPANY ADD — 0.0% +0.0% 0.0 365 +49 3 —
☆WDC funds › WESTERN DIGITAL CORPORATION ADD — 0.0% +0.0% 0.0 47 +19 5 —
☆VT funds › VANGUARD TOTAL WORLD STOCK ETF TRIM — 0.0% -0.0% 0.0 190 -18 4 —
☆VBK funds › VANGUARD SMALL-CAP GROWTH ETF HOLD — 0.0% +0.0% 0.0 81 +0 5 —
☆CCI funds › CROWN CASTLE INCORPORATED REIT TRIM — 0.0% -0.0% 0.0 383 -155 5 —
☆AMH funds › AMERICAN HOMES 4 RENT CLASS A REIT HOLD — 0.0% +0.0% 0.0 864 +0 5 —
☆XBB funds › BONDBLOXX BB-RATED USD HIGH YIELD CORP BOND ETF HOLD — 0.0% -0.0% 0.0 703 +0 4 —
☆CNP funds › CENTERPOINT ENERGY INCORPORATED HOLD — 0.0% -0.0% 0.0 653 +0 5 —
☆STE funds › STERIS PLC SHS USD (IRELAND) ADD — 0.0% +0.0% 0.0 132 +58 5 —
☆TOST funds › TOAST INCORPORATED CLASS A HOLD — 0.0% -0.0% 0.0 1,000 +0 5 —
☆PL funds › PLANET LABS PBC COM CLASS A HOLD — 0.0% +0.0% 0.0 836 +0 3 —
☆LYV funds › LIVE NATION ENTERTAINMENT INCORPORATED HOLD — 0.0% +0.0% 0.0 151 +0 5 —
☆STT funds › STATE STR CORPORATION HOLD — 0.0% +0.0% 0.0 163 +0 5 —
☆ARCC funds › ARES CAPITAL CORPORATION ADD — 0.0% -0.0% 0.0 1,491 +38 5 —
☆IWR funds › ISHARES TR RUS MID CAP ETF HOLD — 0.0% -0.0% 0.0 249 +0 5 —
☆IR funds › INGERSOLL RAND INCORPORATED HOLD — 0.0% -0.0% 0.0 333 +0 5 —
☆BIV funds › VANGUARD INTERMEDIATE-TERM BOND ETF NEW — 0.0% +0.0% 0.0 355 +355 1 —
☆XEL funds › XCEL ENERGY INC ADD — 0.0% -0.0% 0.0 338 +2 5 —
☆SOXX funds › ISHARES TR ISHARES SEMICDTR HOLD — 0.0% +0.0% 0.0 42 +0 5 —
☆SOLV funds › SOLVENTUM CORPORATION COM SHS ADD — 0.0% +0.0% 0.0 344 +10 5 —
☆WPC funds › WP CAREY INCORPORATED REIT ADD — 0.0% -0.0% 0.0 366 +5 5 —
☆APO funds › APOLLO GLOBAL MGMT INCORPORATED ADD — 0.0% -0.0% 0.0 220 +1 5 —
☆WM funds › WASTE MGMT INCORPORATED DEL HOLD — 0.0% -0.0% 0.0 116 +0 5 —
☆RJMI funds › RJ EAGLE MUNICIPAL INCOME ETF HOLD — 0.0% -0.0% 0.0 1,000 +0 3 —
☆HCA funds › HCA HEALTHCARE INCORPORATED HOLD — 0.0% -0.0% 0.0 66 +0 3 —
☆AZN funds › ASTRAZENECA PLC ORD (UNITED KINGDOM) NEW — 0.0% +0.0% 0.0 135 +135 1 —
☆USB funds › US BANCORP COM NEW ADD — 0.0% +0.0% 0.0 415 +95 5 —
☆RJVI funds › RJ EAGLE VERTICAL INCOME ETF HOLD — 0.0% -0.0% 0.0 1,000 +0 3 —
☆BDX funds › BECTON DICKINSON & COMPANY ADD — 0.0% +0.0% 0.0 161 +89 5 —
☆CCL funds › CARNIVAL CORPORATION LIMITED COMMON SHARES (PANAMA) NEW — 0.0% +0.0% 0.0 842 +842 1 —
☆PRU funds › PRUDENTIAL FINL INCORPORATED ADD — 0.0% -0.0% 0.0 218 +2 5 —
☆SHEL funds › SHELL PLC SPON ADS (UNITED KINGDOM) HOLD — 0.0% -0.0% 0.0 304 +0 5 —
☆UUUU funds › ENERGY FUELS INCORPORATED COM NEW (CANADA) HOLD — 0.0% -0.0% 0.0 1,600 +0 5 —
☆EFV funds › ISHARES TR EAFE VALUE ETF HOLD — 0.0% -0.0% 0.0 303 +0 3 —
☆MS funds › MORGAN STANLEY COM NEW HOLD — 0.0% +0.0% 0.0 110 +0 5 —
☆KMTS funds › KESTRA MED TECHNOLOGIES LIMITED SHS (BERMUDA) NEW — 0.0% +0.0% 0.0 900 +900 1 —
☆VEU funds › VANGUARD FTSE ALL-WORLD EX-US ETF ADD — 0.0% -0.0% 0.0 271 +1 5 —
☆DVY funds › ISHARES TR SELECT DIVID ETF HOLD — 0.0% -0.0% 0.0 144 +0 5 —
☆PR funds › PERMIAN RESOURCES CORPORATION CLASS A COM NEW — 0.0% +0.0% 0.0 1,210 +1,210 1 —
☆DFAS funds › DIMENSIONAL U.S. SMALL CAP ETF NEW — 0.0% +0.0% 0.0 268 +268 1 —
☆LULU funds › LULULEMON ATHLETICA INCORPORATED HOLD — 0.0% -0.0% 0.0 193 +0 5 —
☆OEF funds › ISHARES TR S&P 100 ETF HOLD — 0.0% -0.0% 0.0 60 +0 3 —
☆WDAY funds › WORKDAY INC HOLD — 0.0% -0.0% 0.0 178 +0 5 —
☆WY funds › WEYERHAEUSER COMPANY COM NEW REIT ADD — 0.0% -0.0% 0.0 900 +100 5 —
☆IREN funds › IREN LIMITED ORDINARY SHARES (AUSTRALIA) NEW — 0.0% +0.0% 0.0 471 +471 1 —
☆IUSV funds › ISHARES TR CORE S&P US VLU HOLD — 0.0% -0.0% 0.0 195 +0 5 —
☆IWF funds › ISHARES TR RUS 1000 GRW ETF ADD — 0.0% +0.0% 0.0 172 +129 5 —
☆EW funds › EDWARDS LIFESCIENCES CORPORATION ADD — 0.0% +0.0% 0.0 236 +140 5 —
☆USMV funds › ISHARES TR MSCI USA MIN ETF HOLD — 0.0% -0.0% 0.0 221 +0 3 —
☆VIS funds › VANGUARD INDUSTRIALS ETF HOLD — 0.0% +0.0% 0.0 59 +0 5 —
☆SCZ funds › ISHARES TR EAFE SML CP ETF HOLD — 0.0% -0.0% 0.0 256 +0 3 —
☆FDXF funds › FEDEX FGHT HLDG COMPANY INCORPORATED COMMON STOCK NEW — 0.0% +0.0% 0.0 139 +139 1 —
☆LQD funds › ISHARES TR IBOXX INV CP ETF HOLD — 0.0% -0.0% 0.0 192 +0 5 —
☆XYZ funds › BLOCK INCORPORATED CLASS A HOLD — 0.0% +0.0% 0.0 272 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INCORPORATED HOLD — 0.0% +0.0% 0.0 54 +0 5 —
☆JPLD funds › JPMORGAN LIMITED DURATION BOND ETF HOLD — 0.0% -0.0% 0.0 384 +0 2 —
☆BATRA funds › ATLANTA BRAVES HLDGS INCORPORATED COM SER A HOLD — 0.0% +0.0% 0.0 350 +0 5 —
☆MOAT funds › VANECK MORNINGSTAR WIDE MOAT ETF HOLD — 0.0% -0.0% 0.0 188 +0 5 —
☆CLX funds › CLOROX COMPANY DEL HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆HRB funds › BLOCK H & R INCORPORATED NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆PULS funds › PGIM ULTRA SHORT BOND ETF HOLD — 0.0% -0.0% 0.0 384 +0 2 —
☆EEMV funds › ISHARES INCORPORATED MSCI EMERG MRKT ADD — 0.0% +0.0% 0.0 250 +2 5 —
☆TLH funds › ISHARES TR 10-20 YR TRS ETF HOLD — 0.0% -0.0% 0.0 187 +0 3 —
☆MELI funds › MERCADOLIBRE INCORPORATED ADD — 0.0% +0.0% 0.0 11 +10 3 —
☆CMS funds › CMS ENERGY CORPORATION HOLD — 0.0% -0.0% 0.0 244 +0 5 —
☆PRHI funds › CONIFER HOLDINGS INC NEW — 0.0% +0.0% 0.0 3,741 +3,741 1 —
☆MNST funds › MONSTER BEVERAGE CORPORATION NEW ADD — 0.0% +0.0% 0.0 189 +25 5 —
☆VFH funds › VANGUARD FINANCIALS ETF HOLD — 0.0% -0.0% 0.0 138 +0 5 —
☆DNLI funds › DENALI THERAPEUTICS INCORPORATED HOLD — 0.0% +0.0% 0.0 700 +0 5 —
☆SYM funds › SYMBOTIC INCORPORATED CLASS A COM HOLD — 0.0% -0.0% 0.0 396 +0 5 —
☆BSV funds › VANGUARD SHORT-TERM BOND ETF ADD — 0.0% +0.0% 0.0 226 +65 2 —
☆AMT funds › AMERICAN TOWER CORPORATION REIT HOLD — 0.0% -0.0% 0.0 107 +0 5 —
☆DOW funds › DOW HLDGS INCORPORATED ADD — 0.0% -0.0% 0.0 637 +238 5 —
☆DLR funds › DIGITAL RLTY TR INCORPORATED REIT ADD — 0.0% -0.0% 0.0 95 +1 5 —
☆RACE funds › FERRARI N V (NETHERLANDS) ADD — 0.0% -0.0% 0.0 46 +1 5 —

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 1,209 945 0.07 34% 0.019 0.513 — in
2026Q1 1,050 936 0.07 32% 0.018 0.495 — in
2025Q4 1,062 988 0.07 34% 0.020 0.457 — in
2025Q3 1,007 675 0.08 35% 0.021 0.460 — in
2025Q2 917 716 0.19 34% 0.020 0.267 — entered
2025Q1 791 702 0.00 34% 0.020 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status