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☆Financial Perspectives, Inc

CIK 0002003287 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.412
AUM ($M)
411
Positions
728
Turnover
0.07
Top-10 wt
40%
Herfindahl
0.023
History (qtrs)
6
Excess Return
—

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Security type

Holdings · 500 of 742 positions (showing top 500 by weight) · portfolio value $411M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VGT funds › VANGUARD WORLD FD ADD — 6.5% +1.1% 26.7 223,584 +195,646 5 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 5.7% -0.3% 23.2 147,002 +1,895 5 —
☆AAPL funds › APPLE INC TRIM — 4.6% -0.1% 18.7 64,612 -918 5 —
☆MDT funds › MEDTRONIC PLC TRIM — 4.0% -1.3% 16.6 212,224 -6,681 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC TRIM — 3.8% +0.6% 15.5 32,450 -748 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 3.4% -0.2% 14.1 143,597 +5,899 5 —
☆IVW funds › ISHARES TR ADD — 3.4% +0.2% 13.8 100,576 +1,630 5 —
☆MSFT funds › MICROSOFT CORP ADD — 3.2% -0.3% 13.1 35,154 +1,725 5 —
☆AVGO funds › BROADCOM INC TRIM — 2.8% +0.0% 11.5 30,495 -1,909 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 2.6% -0.2% 10.6 44,829 -1,099 5 —
☆HDV funds › ISHARES TR ADD — 2.5% -0.3% 10.3 374,187 +299,356 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 2.5% -0.2% 10.2 109,719 -714 5 —
☆GOOG funds › ALPHABET INC ADD — 2.5% +0.3% 10.1 28,624 +1,032 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 2.2% -0.0% 8.9 44,608 -467 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST ADD — 2.0% +0.3% 8.3 29,202 +78 5 —
☆FSTA funds › FIDELITY COVINGTON TRUST ADD — 1.8% -0.2% 7.3 139,634 +3,956 5 —
☆IVV funds › ISHARES TR ADD — 1.5% +0.1% 6.1 8,149 +464 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 1.5% -0.9% 6.0 139,697 +5,127 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.4% +0.1% 5.7 24,039 +1,951 5 —
☆DGRO funds › ISHARES TR TRIM — 1.4% -0.1% 5.6 73,747 -1,435 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 1.3% +0.0% 5.4 7,238 +56 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 1.0% +0.6% 4.2 3,642 -1,267 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 0.9% +0.2% 3.8 90,788 +12,216 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.9% +0.2% 3.8 5,535 +961 5 —
☆TSLA funds › TESLA INC ADD — 0.9% +0.0% 3.7 8,877 +250 5 —
☆ASML funds › ASML HLDG NV HOLD — 0.9% +0.2% 3.5 1,757 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.8% -0.0% 3.5 10,646 +3 5 —
☆VDC funds › VANGUARD WORLD FD ADD — 0.8% -0.1% 3.3 14,815 +239 5 —
☆ABBV funds › ABBVIE INC ADD — 0.8% +0.0% 3.3 13,220 +3 5 —
☆IYW funds › ISHARES TR ADD — 0.8% +0.1% 3.3 12,996 +72 5 —
☆META funds › META PLATFORMS INC ADD — 0.8% +0.1% 3.2 5,703 +1,299 5 —
☆MELI funds › MERCADOLIBRE INC ADD — 0.7% +0.1% 3.1 1,806 +483 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.7% +0.1% 3.1 96,608 +16,455 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF ADD — 0.7% +0.0% 2.7 56,715 +2,382 5 —
☆IDV funds › ISHARES TR ADD — 0.6% -0.1% 2.6 63,096 +1,587 5 —
☆SHOP funds › SHOPIFY INC ADD — 0.6% +0.0% 2.6 22,676 +3,818 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.6% +0.1% 2.5 3,448 -3 5 —
☆MMM funds › 3M CO ADD — 0.5% -0.0% 2.3 13,927 +1 5 —
☆IWF funds › ISHARES TR ADD — 0.5% +0.0% 2.1 16,577 +12,662 5 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.5% -0.1% 2.0 8,020 +0 5 —
☆CNQ funds › CANADIAN NAT RES LTD MED TER ADD — 0.5% +0.0% 2.0 49,700 +16,147 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.4% -0.1% 1.8 35,565 +82 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.4% +0.1% 1.8 4,284 +1 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.4% +0.1% 1.8 2,693 -1 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.4% -0.0% 1.7 7,758 +176 5 —
☆FENY funds › FIDELITY COVINGTON TRUST TRIM — 0.4% -0.1% 1.7 56,604 -316 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.4% -0.0% 1.5 3,015 +63 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.4% -0.0% 1.5 20,632 +90 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.3% +0.2% 1.4 2,451 -5 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% +0.0% 1.4 3,915 -22 5 —
☆IWM funds › ISHARES TR ADD — 0.3% +0.0% 1.4 4,520 +191 5 —
☆AMGN funds › AMGEN INC ADD — 0.3% -0.0% 1.3 3,675 +8 5 —
☆FNDF funds › SCHWAB STRATEGIC TR HOLD — 0.3% -0.0% 1.3 24,230 +0 5 —
☆SE funds › SEA LTD HOLD — 0.3% +0.0% 1.3 13,274 +0 5 —
☆USB funds › US BANCORP ADD — 0.3% +0.0% 1.2 20,193 +19 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% +0.0% 1.2 7,475 +785 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.3% -0.1% 1.2 1,238 -14 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.3% +0.1% 1.1 3,045 +578 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.3% +0.0% 1.1 9,801 -35 5 —
☆IETC funds › ISHARES U S ETF TR ADD — 0.3% +0.0% 1.1 10,433 +87 5 —
☆EFV funds › ISHARES TR ADD — 0.3% +0.0% 1.1 14,018 +1,924 5 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.2% -0.1% 1.0 8,055 +0 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.2% +0.0% 1.0 20,645 +632 5 —
☆VHT funds › VANGUARD WORLD FD ADD — 0.2% -0.0% 1.0 3,322 +2 5 —
☆VCR funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 1.0 2,448 +133 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.2% -0.1% 0.9 6,249 +14 5 —
☆IMCB funds › ISHARES TR ADD — 0.2% +0.0% 0.9 9,638 +1,047 5 —
☆EFG funds › ISHARES TR ADD — 0.2% +0.0% 0.9 7,312 +886 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 0.9 9,171 +3 5 —
☆IFRA funds › ISHARES TR HOLD — 0.2% -0.0% 0.9 13,635 +0 5 —
☆IEFA funds › ISHARES TR ADD — 0.2% -0.0% 0.9 8,872 +436 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.8 9,569 +7,996 5 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.2% +0.0% 0.8 30,233 +8,289 5 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.2% -0.1% 0.8 8,568 +0 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.2% +0.0% 0.8 641 +0 5 —
☆NU funds › NU HLDGS LTD ADD — 0.2% +0.0% 0.8 57,533 +19,808 5 —
☆UI funds › UBIQUITI INC ADD — 0.2% +0.1% 0.8 1,409 +1,203 5 —
☆IJR funds › ISHARES TR ADD — 0.2% +0.0% 0.8 5,069 +9 5 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.2% +0.1% 0.7 10,188 +7,649 4 —
☆INTC funds › INTEL CORP TRIM — 0.2% +0.1% 0.7 5,196 -252 5 —
☆CAT funds › CATERPILLAR INC HOLD — 0.2% +0.0% 0.7 648 +0 5 —
☆ORCL funds › ORACLE CORP HOLD — 0.2% -0.0% 0.7 4,533 +0 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.2% -0.0% 0.7 1,870 -24 5 —
☆FELC funds › FIDELITY COVINGTON TRUST ADD — 0.2% +0.0% 0.6 15,227 +77 5 —
☆IEMG funds › ISHARES INC ADD — 0.2% +0.0% 0.6 7,674 +27 5 —
☆FESM funds › FIDELITY COVINGTON TRUST ADD — 0.2% +0.0% 0.6 13,137 +1,039 5 —
☆GE funds › GE AEROSPACE TRIM — 0.2% +0.0% 0.6 1,679 -21 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.1% +0.1% 0.6 839 +0 5 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.1% +0.0% 0.6 24,456 +8,621 5 —
☆HDB funds › HDFC BANK LTD HOLD — 0.1% -0.0% 0.6 23,119 +0 5 —
☆BN funds › BROOKFIELD CORP HOLD — 0.1% -0.0% 0.6 14,014 +0 5 —
☆KXI funds › ISHARES TR ADD — 0.1% +0.0% 0.6 8,822 +3,189 2 —
☆VALE funds › VALE S A HOLD — 0.1% -0.0% 0.6 39,456 +0 5 —
☆EFAV funds › ISHARES TR ADD — 0.1% -0.0% 0.6 6,746 +1 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 0.1% +0.1% 0.6 15,490 +6,124 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION HOLD — 0.1% +0.0% 0.6 7,828 +0 5 —
☆SRE funds › SEMPRA HOLD — 0.1% -0.0% 0.6 6,162 +0 5 —
☆DIS funds › DISNEY WALT CO HOLD — 0.1% -0.0% 0.6 5,779 +0 5 —
☆IJH funds › ISHARES TR ADD — 0.1% -0.0% 0.6 7,194 +4 5 —
☆NVO funds › NOVO-NORDISK A S HOLD — 0.1% +0.0% 0.5 11,256 +0 5 —
☆WMT funds › WALMART INC HOLD — 0.1% -0.0% 0.5 4,618 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.5 8,565 -67 5 —
☆TGT funds › TARGET CORP HOLD — 0.1% -0.0% 0.5 3,847 +0 5 —
☆DE funds › DEERE & CO HOLD — 0.1% -0.0% 0.5 790 +0 5 —
☆IGRO funds › ISHARES TR ADD — 0.1% -0.0% 0.5 5,693 +80 5 —
☆NET funds › CLOUDFLARE INC HOLD — 0.1% +0.0% 0.5 2,028 +0 5 —
☆BIPC funds › BROOKFIELD INFRASTRUCTURE CO ADD — 0.1% -0.0% 0.5 12,674 +7 5 —
☆GIS funds › GENERAL MILLS INC ADD — 0.1% -0.0% 0.5 13,538 +31 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.5 1,368 +28 5 —
☆CGW funds › INVESCO EXCH TRADED FD TR II HOLD — 0.1% -0.0% 0.5 7,009 +0 5 —
☆PFE funds › PFIZER INC ADD — 0.1% -0.0% 0.4 18,621 +27 5 —
☆DFE funds › WISDOMTREE TR ADD — 0.1% -0.0% 0.4 6,134 +99 5 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.1% -0.1% 0.4 852 -295 5 —
☆ISRG funds › INTUITIVE SURGICAL INC HOLD — 0.1% -0.0% 0.4 1,091 +0 5 —
☆PWV funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 0.4 5,461 +16 5 —
☆BAC funds › BANK OF AMER CORP TRIM — 0.1% +0.0% 0.4 7,192 -24 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 0.4 3,405 -240 5 —
☆MDB funds › MONGODB INC HOLD — 0.1% +0.0% 0.4 1,172 +0 5 —
☆VBK funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.4 1,076 +1 5 —
☆IUSG funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,071 +2 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 0.4 2,097 -7 5 —
☆TEVA funds › TEVA PHARMACEUTICAL INDS LTD HOLD — 0.1% -0.0% 0.4 11,251 +0 5 —
☆IXN funds › ISHARES TR ADD — 0.1% +0.0% 0.4 2,530 +3 5 —
☆EFA funds › ISHARES TR ADD — 0.1% -0.0% 0.4 3,503 +31 5 —
☆T funds › AT&T INC ADD — 0.1% -0.1% 0.4 17,492 +50 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% -0.0% 0.4 16,098 +442 5 —
☆SCHY funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.4 11,100 +1,167 2 —
☆ECL funds › ECOLAB INC ADD — 0.1% -0.0% 0.3 1,238 +2 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.1% -0.0% 0.3 6,331 +43 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 0.3 1,475 +1,475 1 —
☆IWP funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 2,227 +0 5 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 0.3 1,475 +1,475 1 —
☆SNOW funds › SNOWFLAKE INC HOLD — 0.1% +0.0% 0.3 1,281 +0 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.1% +0.0% 0.3 276 -6 5 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.1% -0.0% 0.3 5,369 +15 5 —
☆ASB funds › ASSOCIATED BANC-CORP TRIM — 0.1% -0.0% 0.3 10,403 -524 5 —
☆IAU funds › ISHARES GOLD TR TRIM — 0.1% -0.0% 0.3 4,217 -42 5 —
☆MCD funds › MCDONALDS CORP HOLD — 0.1% -0.0% 0.3 1,177 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% -0.0% 0.3 838 +0 5 —
☆BND funds › VANGUARD BD INDEX FDS NEW — 0.1% +0.1% 0.3 4,139 +4,139 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 0.1% -0.0% 0.3 2,597 +0 5 —
☆RBRK funds › RUBRIK INC. TRIM — 0.1% -0.0% 0.3 3,752 -3,753 5 —
☆BLK funds › BLACKROCK INC HOLD — 0.1% -0.0% 0.3 312 +0 5 —
☆IJS funds › ISHARES TR ADD — 0.1% +0.0% 0.3 2,044 +1 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 0.3 10,190 +1,301 5 —
☆NVS funds › NOVARTIS AG HOLD — 0.1% -0.0% 0.3 1,774 +0 5 —
☆NOW funds › SERVICENOW INC HOLD — 0.1% -0.0% 0.3 2,725 +0 5 —
☆BOTZ funds › GLOBAL X FDS ADD — 0.1% +0.0% 0.3 6,963 +280 5 —
☆ZM funds › ZOOM COMMUNICATIONS INC ADD — 0.1% +0.1% 0.3 3,018 +2,542 5 —
☆IRM funds › IRON MTN INC DEL HOLD — 0.1% +0.0% 0.3 2,000 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC HOLD — 0.1% +0.0% 0.2 732 +0 5 —
☆DAL funds › DELTA AIR LINES INC HOLD — 0.1% +0.0% 0.2 2,591 +0 5 —
☆IWO funds › ISHARES TR ADD — 0.1% +0.0% 0.2 616 +1 5 —
☆UBS funds › UBS GROUP AG HOLD — 0.1% +0.0% 0.2 4,894 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.1% -0.0% 0.2 1,733 -117 5 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.2 770 +0 5 —
☆NTES funds › NETEASE COM INC HOLD — 0.1% -0.0% 0.2 1,821 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.1% -0.0% 0.2 460 +0 5 —
☆CGIE funds › CAPITAL GROUP INTERNATIONAL HOLD — 0.1% -0.0% 0.2 6,224 +0 5 —
☆BIP funds › BROOKFIELD INFRASTRUCTURE PA HOLD — 0.1% -0.0% 0.2 6,154 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% +0.0% 0.2 2,657 +505 5 —
☆PEP funds › PEPSICO INC HOLD — 0.1% -0.0% 0.2 1,637 +0 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.1% 0.2 987 -865 5 —
☆PAGS funds › PAGSEGURO DIGITAL LTD ADD — 0.1% -0.0% 0.2 23,575 +54 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 0.2 3,777 +11 5 —
☆SPGI funds › S&P GLOBAL INC HOLD — 0.1% -0.0% 0.2 519 +0 5 —
☆DTE funds › DTE ENERGY CO ADD — 0.1% -0.0% 0.2 1,381 +6 5 —
☆BA funds › BOEING CO HOLD — 0.1% -0.0% 0.2 964 +0 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T HOLD — 0.0% -0.0% 0.2 7,442 +0 5 —
☆SOLV funds › SOLVENTUM CORP HOLD — 0.0% +0.0% 0.2 2,629 +0 5 —
☆VUSB funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.2 4,042 +0 5 —
☆ADM funds › ARCHER DANIELS MIDLAND CO HOLD — 0.0% -0.0% 0.2 2,608 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.0% -0.0% 0.2 3,921 +0 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC HOLD — 0.0% -0.0% 0.2 10,865 +0 5 —
☆KO funds › COCA COLA CO ADD — 0.0% -0.0% 0.2 2,355 +2 5 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.2 768 +7 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.0% -0.0% 0.2 1,468 +0 5 —
☆IVE funds › ISHARES TR ADD — 0.0% -0.0% 0.2 827 +2 5 —
☆CEG funds › CONSTELLATION ENERGY CORP HOLD — 0.0% -0.0% 0.2 750 +0 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.0% -0.0% 0.2 3,637 +0 5 —
☆IDHQ funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.2 4,220 +0 5 —
☆IJK funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,564 +1 5 —
☆AZN funds › ASTRAZENECA PLC HOLD — 0.0% -0.0% 0.2 932 +0 2 —
☆XYZ funds › BLOCK INC HOLD — 0.0% +0.0% 0.2 2,300 +0 5 —
☆ITOT funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,061 +1 5 —
☆RSPU funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.2 2,112 +0 5 —
☆ICSH funds › ISHARES TR ADD — 0.0% -0.0% 0.2 3,386 +31 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.0% -0.0% 0.2 4,037 -63 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.0% -0.0% 0.2 1,968 +7 5 —
☆ONC funds › BEONE MEDICINES LTD HOLD — 0.0% -0.0% 0.2 588 +0 5 —
☆EWBC funds › EAST WEST BANCORP INC HOLD — 0.0% +0.0% 0.2 1,297 +0 5 —
☆VPU funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.2 828 +0 5 —
☆VOE funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.2 820 +0 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.0% -0.0% 0.2 1,086 +1 5 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.0% -0.0% 0.2 480 +0 5 —
☆WEC funds › WEC ENERGY GROUP INC HOLD — 0.0% -0.0% 0.2 1,338 +0 5 —
☆ESGU funds › ISHARES TR ADD — 0.0% +0.0% 0.2 955 +1 5 —
☆DSI funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,091 +2 5 —
☆AMP funds › AMERIPRISE FINL INC HOLD — 0.0% -0.0% 0.2 338 +0 5 —
☆FHLC funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 0.2 2,005 +6 5 —
☆IMCG funds › ISHARES TR ADD — 0.0% +0.0% 0.2 1,567 +2 5 —
☆SGOV funds › ISHARES TR ADD — 0.0% -0.0% 0.2 1,522 +13 3 —
☆ABNB funds › AIRBNB INC HOLD — 0.0% -0.0% 0.2 1,070 +0 5 —
☆STNE funds › STONECO LTD ADD — 0.0% -0.0% 0.2 14,082 +404 5 —
☆ARKW funds › ARK ETF TR HOLD — 0.0% +0.0% 0.2 1,048 +0 5 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.2 1,380 +0 5 —
☆CGXU funds › CAPITAL GROUP INTL FOCUS EQT TRIM — 0.0% -0.0% 0.1 4,318 -337 5 —
☆USMV funds › ISHARES TR ADD — 0.0% -0.0% 0.1 1,548 +19 5 —
☆LRCX funds › LAM RESEARCH CORP HOLD — 0.0% +0.0% 0.1 343 +0 5 —
☆ITA funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 611 +0 2 —
☆XLP funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.1 1,764 +0 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.0% -0.0% 0.1 1,500 +0 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% +0.0% 0.1 425 +0 5 —
☆ARGX funds › ARGENX SE HOLD — 0.0% +0.0% 0.1 145 +0 5 —
☆BEPC funds › BROOKFIELD RENEWABLE CORP HOLD — 0.0% -0.0% 0.1 3,612 +0 5 —
☆IWR funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,214 +0 5 —
☆IBB funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 700 +0 5 —
☆CRSP funds › CRISPR THERAPEUTICS AG HOLD — 0.0% -0.0% 0.1 2,422 +0 5 —
☆MSTR funds › STRATEGY INC ADD — 0.0% +0.0% 0.1 1,472 +931 5 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.0% -0.0% 0.1 129 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.1 1,563 +1,172 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% -0.0% 0.1 1,426 -89 5 —
☆O funds › REALTY INCOME CORP HOLD — 0.0% -0.0% 0.1 2,011 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 2,268 +583 5 —
☆RPRX funds › ROYALTY PHARMA PLC HOLD — 0.0% +0.0% 0.1 2,155 +0 5 —
☆UNP funds › UNION PAC CORP ADD — 0.0% -0.0% 0.1 438 +1 5 —
☆REGN funds › REGENERON PHARMACEUTICALS HOLD — 0.0% -0.0% 0.1 191 +0 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD — 0.0% +0.0% 0.1 123 +0 5 —
☆LIN funds › LINDE PLC HOLD — 0.0% -0.0% 0.1 226 +0 5 —
☆ON funds › ON SEMICONDUCTOR CORP HOLD — 0.0% +0.0% 0.1 1,240 +0 5 —
☆INCY funds › INCYTE CORP HOLD — 0.0% +0.0% 0.1 1,000 +0 5 —
☆MFC funds › MANULIFE FINL CORP ADD — 0.0% +0.0% 0.1 2,728 +962 5 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.0% +0.0% 0.1 225 +0 5 —
☆BABA funds › ALIBABA GROUP HLDG LTD HOLD — 0.0% -0.0% 0.1 1,139 +0 5 —
☆IJT funds › ISHARES TR TRIM — 0.0% +0.0% 0.1 610 -1 5 —
☆ICLN funds › ISHARES TR ADD — 0.0% +0.0% 0.1 5,146 +239 5 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 0.1 380 +0 5 —
☆OTTR funds › OTTER TAIL CORP HOLD — 0.0% -0.0% 0.1 1,155 +0 5 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 868 -93 5 —
☆KKR funds › KKR & CO INC HOLD — 0.0% -0.0% 0.1 1,120 +0 5 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 0.0% -0.0% 0.1 3,192 +0 5 —
☆MCK funds › MCKESSON CORP HOLD — 0.0% -0.0% 0.1 135 +0 5 —
☆ARKK funds › ARK ETF TR HOLD — 0.0% +0.0% 0.1 1,252 +0 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 329 +26 5 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET ADD — 0.0% +0.0% 0.1 2,214 +2 5 —
☆FMDE funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.1 2,413 +2,000 5 —
☆RTX funds › RTX CORPORATION HOLD — 0.0% -0.0% 0.1 512 +0 5 —
☆ENB funds › ENBRIDGE INC HOLD — 0.0% -0.0% 0.1 1,764 +0 5 —
☆DTM funds › DT MIDSTREAM INC ADD — 0.0% -0.0% 0.1 643 +2 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% +0.0% 0.1 775 +0 5 —
☆CUSIP:00768Y545 funds › ADVISORSHARES TR HOLD — 0.0% -0.0% 0.1 2,810 +0 5 —
☆FREL funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 0.1 3,181 +29 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.0% +0.0% 0.1 2,042 +469 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.0% -0.0% 0.1 549 -411 5 —
☆NXPI funds › NXP SEMICONDUCTORS N V HOLD — 0.0% +0.0% 0.1 321 +0 5 —
☆TLT funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,037 +425 3 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.0% -0.0% 0.1 1,082 +0 5 —
☆USRT funds › ISHARES TR ADD — 0.0% -0.0% 0.1 1,327 +8 3 —
☆IWN funds › ISHARES TR ADD — 0.0% +0.0% 0.1 396 +1 5 —
☆CGHM funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.0% -0.0% 0.1 3,380 +13 5 —
☆PODD funds › INSULET CORP HOLD — 0.0% -0.0% 0.1 572 +0 5 —
☆LRN funds › STRIDE INC HOLD — 0.0% -0.0% 0.1 994 +0 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC HOLD — 0.0% +0.0% 0.1 112 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.1 657 -30 5 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 0.1 1,709 +4 5 —
☆LOW funds › LOWES COS INC HOLD — 0.0% -0.0% 0.1 365 +0 5 —
☆WBD funds › WARNER BROS DISCOVERY INC HOLD — 0.0% -0.0% 0.1 2,982 +0 5 —
☆FLEX funds › FLEX LTD HOLD — 0.0% +0.0% 0.1 490 +0 5 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.0% -0.0% 0.1 232 +0 5 —
☆JD funds › JD.COM INC HOLD — 0.0% -0.0% 0.1 3,068 +0 5 —
☆ARKG funds › ARK ETF TR HOLD — 0.0% +0.0% 0.1 1,858 +0 5 —
☆RSG funds › REPUBLIC SVCS INC HOLD — 0.0% -0.0% 0.1 362 +0 5 —
☆DLR funds › DIGITAL RLTY TR INC HOLD — 0.0% -0.0% 0.1 428 +0 5 —
☆IYC funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 760 +0 5 —
☆C funds › CITIGROUP INC HOLD — 0.0% +0.0% 0.1 546 +0 5 —
☆EMXC funds › ISHARES INC ADD — 0.0% +0.0% 0.1 734 +4 5 —
☆COIN funds › COINBASE GLOBAL INC HOLD — 0.0% -0.0% 0.1 513 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 466 +63 5 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.0% +0.0% 0.1 708 +0 5 —
☆BG funds › BUNGE GLOBAL SA HOLD — 0.0% -0.0% 0.1 685 +0 5 —
☆FFLG funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.1 2,099 +0 5 —
☆PSA funds › PUBLIC STORAGE ADD — 0.0% +0.0% 0.1 226 +1 5 —
☆SNDK funds › SANDISK CORP HOLD — 0.0% +0.0% 0.1 31 +0 5 —
☆COMT funds › ISHARES U S ETF TR HOLD — 0.0% -0.0% 0.1 2,309 +0 5 —
☆BAM funds › BROOKFIELD ASSET MANAGMT LTD HOLD — 0.0% -0.0% 0.1 1,544 +0 5 —
☆ILMN funds › ILLUMINA INC HOLD — 0.0% +0.0% 0.1 392 +0 5 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM — 0.0% +0.0% 0.1 764 -9 3 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.0% -0.0% 0.1 248 +0 5 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 1,279 -2,237 5 —
☆TMDX funds › TRANSMEDICS GROUP INC NEW — 0.0% +0.0% 0.1 1,000 +1,000 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.0% +0.0% 0.1 235 +0 5 —
☆BX funds › BLACKSTONE INC HOLD — 0.0% -0.0% 0.1 560 +0 5 —
☆FRI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.1 2,079 +7 5 —
☆XMAG funds › TIDAL TRUST II HOLD — 0.0% +0.0% 0.1 2,447 +0 5 —
☆HTHT funds › H WORLD GROUP LTD HOLD — 0.0% -0.0% 0.1 1,514 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.1 2,141 +5 5 —
☆IGF funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 946 +0 5 —
☆DOCN funds › DIGITALOCEAN HLDGS INC TRIM — 0.0% +0.0% 0.1 400 -20 5 —
☆ETN funds › EATON CORP PLC ADD — 0.0% +0.0% 0.1 147 +23 5 —
☆SPHD funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 1,226 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC HOLD — 0.0% +0.0% 0.1 209 +0 5 —
☆SDY funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 406 +0 5 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.0% -0.0% 0.1 767 +0 5 —
☆TEL funds › TE CONNECTIVITY PLC HOLD — 0.0% -0.0% 0.1 304 +0 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 0.1 320 +0 5 —
☆WDC funds › WESTERN DIGITAL CORP HOLD — 0.0% +0.0% 0.1 95 +0 5 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.1 4,338 +4 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.0% -0.0% 0.1 1,033 +0 5 —
☆XPEV funds › XPENG INC HOLD — 0.0% -0.0% 0.1 4,399 +0 5 —
☆CTAS funds › CINTAS CORP HOLD — 0.0% -0.0% 0.1 340 +0 5 —
☆NICE funds › NICE LTD HOLD — 0.0% -0.0% 0.1 635 +0 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN ADD — 0.0% +0.0% 0.1 535 +297 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.0% -0.0% 0.1 400 +0 5 —
☆EOG funds › EOG RES INC TRIM — 0.0% -0.0% 0.1 440 -15 5 —
☆LITE funds › LUMENTUM HLDGS INC HOLD — 0.0% +0.0% 0.1 66 +0 5 —
☆IHI funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,146 +0 5 —
☆ARKQ funds › ARK ETF TR HOLD — 0.0% +0.0% 0.1 426 +0 5 —
☆TEAM funds › ATLASSIAN CORPORATION HOLD — 0.0% -0.0% 0.1 718 +0 5 —
☆STZ funds › CONSTELLATION BRANDS INC HOLD — 0.0% -0.0% 0.1 400 +0 5 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 0.1 112 +0 5 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% -0.0% 0.1 944 +0 5 —
☆BC funds › BRUNSWICK CORP HOLD — 0.0% +0.0% 0.1 645 +0 5 —
☆ACWX funds › ISHARES TR ADD — 0.0% +0.0% 0.1 712 +262 3 —
☆IWD funds › ISHARES TR ADD — 0.0% -0.0% 0.1 224 +1 5 —
☆BGGG funds › BAILLIE GIFFORD ETF TR NEW — 0.0% +0.0% 0.1 1,505 +1,505 1 —
☆FLUT funds › FLUTTER ENTMT PLC HOLD — 0.0% -0.0% 0.1 517 +0 5 —
☆DOCU funds › DOCUSIGN INC HOLD — 0.0% -0.0% 0.1 1,178 +0 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.0% +0.0% 0.1 135 +0 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC HOLD — 0.0% -0.0% 0.1 125 +0 5 —
☆ERIC funds › TELEFONAKTIEBOLAGET LM ERICS HOLD — 0.0% -0.0% 0.1 4,603 +0 5 —
☆CRM funds › SALESFORCE INC HOLD — 0.0% -0.0% 0.1 327 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.0% +0.0% 0.1 50 +0 5 —
☆MOH funds › MOLINA HEALTHCARE INC HOLD — 0.0% +0.0% 0.1 220 +0 5 —
☆SDG funds › ISHARES TR ADD — 0.0% -0.0% 0.0 554 +4 5 —
☆UHALB funds › U HAUL HOLDING COMPANY HOLD — 0.0% +0.0% 0.0 855 +0 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 1,473 +0 5 —
☆ASG funds › LIBERTY ALL-STAR GROWTH FD I HOLD — 0.0% +0.0% 0.0 8,945 +0 5 —
☆BLDR funds › BUILDERS FIRSTSOURCE INC HOLD — 0.0% -0.0% 0.0 535 +0 5 —
☆PYPL funds › PAYPAL HLDGS INC ADD — 0.0% -0.0% 0.0 1,106 +1 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.0% -0.0% 0.0 263 +0 5 —
☆MAS funds › MASCO CORP HOLD — 0.0% +0.0% 0.0 580 +0 5 —
☆VEEV funds › VEEVA SYS INC HOLD — 0.0% -0.0% 0.0 265 +0 5 —
☆FTMN funds › PUTNAM ETF TRUST HOLD — 0.0% -0.0% 0.0 5,191 +0 3 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.0 1,653 +10 5 —
☆AGG funds › ISHARES TR ADD — 0.0% +0.0% 0.0 458 +278 5 —
☆TM funds › TOYOTA MOTOR CORP HOLD — 0.0% -0.0% 0.0 267 +0 5 —
☆HWM funds › HOWMET AEROSPACE INC HOLD — 0.0% +0.0% 0.0 166 +0 5 —
☆WELL funds › WELLTOWER INC TRIM — 0.0% -0.0% 0.0 197 -26 5 —
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 0.0 653 +1 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 0.0 287 -9 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆THG funds › HANOVER INS GROUP INC TRIM — 0.0% -0.0% 0.0 200 -120 5 —
☆RIO funds › RIO TINTO PLC ADD — 0.0% -0.0% 0.0 449 +6 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 833 +0 5 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.0 141 +127 5 —
☆CVE funds › CENOVUS ENERGY INC HOLD — 0.0% -0.0% 0.0 1,676 +0 5 —
☆SSNC funds › SS&C TECH HLDGS HOLD — 0.0% -0.0% 0.0 670 +0 5 —
☆CCI funds › CROWN CASTLE INC ADD — 0.0% -0.0% 0.0 549 +5 5 —
☆FNDA funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.0 1,088 +0 5 —
☆HAS funds › HASBRO INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I HOLD — 0.0% -0.0% 0.0 140 +0 5 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY HOLD — 0.0% +0.0% 0.0 1,145 +0 4 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 0.0 113 +0 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 185 +0 5 —
☆IXUS funds › ISHARES TR ADD — 0.0% -0.0% 0.0 410 +2 5 —
☆ARKF funds › ARK ETF TR HOLD — 0.0% -0.0% 0.0 989 +0 5 —
☆RDDT funds › REDDIT INC HOLD — 0.0% +0.0% 0.0 224 +0 5 —
☆IJJ funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 262 +0 5 —
☆FNCL funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.0 505 +0 5 —
☆IYF funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 301 +0 5 —
☆EWJ funds › ISHARES INC HOLD — 0.0% -0.0% 0.0 410 +0 5 —
☆CYRX funds › CRYOPORT INC HOLD — 0.0% +0.0% 0.0 2,432 +0 5 —
☆ITB funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 365 +0 5 —
☆CB funds › CHUBB LIMITED HOLD — 0.0% -0.0% 0.0 109 +0 5 —
☆FBT funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 148 +0 5 —
☆GMAB funds › GENMAB A/S HOLD — 0.0% -0.0% 0.0 1,333 +0 5 —
☆PRU funds › PRUDENTIAL FINL INC HOLD — 0.0% -0.0% 0.0 338 +0 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 625 +2 3 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 381 +0 5 —
☆IYH funds › ISHARES TR ADD — 0.0% -0.0% 0.0 529 +1 5 —
☆COKE funds › COCA COLA CONS INC HOLD — 0.0% -0.0% 0.0 183 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.0% +0.0% 0.0 142 +0 5 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.0 294 +1 5 —
☆PHM funds › PULTE GROUP INC HOLD — 0.0% +0.0% 0.0 250 +0 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆FAST funds › FASTENAL CO ADD — 0.0% -0.0% 0.0 711 +4 5 —
☆TJX funds › TJX COS INC NEW HOLD — 0.0% -0.0% 0.0 224 +0 5 —
☆WDAY funds › WORKDAY INC HOLD — 0.0% -0.0% 0.0 277 +0 5 —
☆UL funds › UNILEVER PLC ADD — 0.0% -0.0% 0.0 564 +1 3 —
☆MPWR funds › MONOLITHIC PWR SYS INC HOLD — 0.0% +0.0% 0.0 24 +0 5 —
☆U funds › UNITY SOFTWARE INC HOLD — 0.0% +0.0% 0.0 1,166 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.0 427 +0 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.0% -0.0% 0.0 306 +1 5 —
☆FITB funds › FIFTH THIRD BANCORP HOLD — 0.0% +0.0% 0.0 571 +0 5 —
☆NFLX funds › NETFLIX INC. HOLD — 0.0% -0.0% 0.0 450 +0 5 —
☆FLQM funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.0 555 +555 1 —
☆TRI funds › THOMSON REUTERS CORP NEW — 0.0% +0.0% 0.0 393 +393 1 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% +0.0% 0.0 388 +320 5 —
☆TFC funds › TRUIST FINL CORP HOLD — 0.0% -0.0% 0.0 637 +0 5 —
☆EME funds › EMCOR GROUP INC NEW — 0.0% +0.0% 0.0 38 +38 1 —
☆AVA funds › AVISTA CORP HOLD — 0.0% -0.0% 0.0 768 +0 5 —
☆PBE funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 350 +0 5 —
☆ADBE funds › ADOBE INC HOLD — 0.0% -0.0% 0.0 151 +0 5 —
☆BHP funds › BHP BILLITON LIMITED HOLD — 0.0% -0.0% 0.0 365 +0 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.0 375 +0 3 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 100 +89 5 —
☆IWY funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 103 +0 5 —
☆PIPR funds › PIPER SANDLER COMPANIES HOLD — 0.0% -0.0% 0.0 412 +0 2 —
☆TD funds › TORONTO DOMINION BK ONT HOLD — 0.0% +0.0% 0.0 238 +0 5 —
☆ILCB funds › ISHARES TR ADD — 0.0% +0.0% 0.0 276 +1 5 —
☆PBR funds › PETROLEO BRASILEIRO S A HOLD — 0.0% -0.0% 0.0 1,764 +0 5 —
☆CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 550 +0 3 —
☆XLY funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 240 +0 5 —
☆SU funds › SUNCOR ENERGY INC NEW HOLD — 0.0% -0.0% 0.0 524 +0 5 —
☆KR funds › KROGER CO HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆PBW funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.0 709 +125 5 —
☆DXCM funds › DEXCOM INC HOLD — 0.0% -0.0% 0.0 408 +0 5 —
☆GSK funds › GSK PLC HOLD — 0.0% -0.0% 0.0 517 +0 5 —
☆FISV funds › FISERV INC HOLD — 0.0% -0.0% 0.0 550 +0 5 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I HOLD — 0.0% -0.0% 0.0 419 +0 5 —
☆LOGI funds › LOGITECH INTL S A HOLD — 0.0% -0.0% 0.0 281 +0 5 —
☆NKE funds › NIKE INC ADD — 0.0% -0.0% 0.0 644 +3 5 —
☆EXC funds › EXELON CORP ADD — 0.0% -0.0% 0.0 564 +5 5 —
☆FMAT funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 0.0 449 +1 5 —
☆KURE funds › KRANESHARES TRUST HOLD — 0.0% -0.0% 0.0 1,663 +0 5 —
☆ACN funds › ACCENTURE PLC IRELAND HOLD — 0.0% -0.0% 0.0 210 +0 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% -0.0% 0.0 600 +0 3 —
☆AIEQ funds › AMPLIFY ETF TR TRIM — 0.0% -0.0% 0.0 512 -53 5 —
☆ORI funds › OLD REP INTL CORP ADD — 0.0% -0.0% 0.0 616 +5 5 —
☆MKC funds › MCCORMICK & CO INC HOLD — 0.0% -0.0% 0.0 500 +0 5 —
☆BP funds › BP PLC HOLD — 0.0% -0.0% 0.0 680 +0 5 —
☆ANET funds › ARISTA NETWORKS INC HOLD — 0.0% +0.0% 0.0 144 +0 5 —
☆AVLV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 267 +267 1 —
☆FFTY funds › CAPITAL-FORCE ETF TR NEW — 0.0% +0.0% 0.0 554 +554 1 —
☆FV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.0 317 +0 5 —
☆JMTG funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.0 473 +5 3 —
☆ZS funds › ZSCALER INC NEW — 0.0% +0.0% 0.0 167 +167 1 —
☆OGIG funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 521 +0 5 —
☆KMB funds › KIMBERLY-CLARK CORP HOLD — 0.0% -0.0% 0.0 210 +0 5 —
☆TAK funds › TAKEDA PHARMACEUTICAL CO LTD HOLD — 0.0% -0.0% 0.0 1,437 +0 5 —
☆SUSA funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 145 +0 5 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.0 160 +0 3 —
☆CTVA funds › CORTEVA INC HOLD — 0.0% -0.0% 0.0 264 +0 5 —
☆HRL funds › HORMEL FOODS CORP HOLD — 0.0% -0.0% 0.0 900 +0 5 —
☆VTRS funds › VIATRIS INC HOLD — 0.0% +0.0% 0.0 1,366 +0 5 —
☆KWEB funds › KRANESHARES TRUST HOLD — 0.0% -0.0% 0.0 883 +0 5 —
☆Q funds › QNITY ELECTRONICS INC HOLD — 0.0% +0.0% 0.0 132 +0 3 —
☆VSNT funds › VERSANT MEDIA GROUP INC TRIM — 0.0% -0.0% 0.0 592 -30 2 —
☆IWV funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 50 +0 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 727 +2 5 —
☆NUDV funds › NUSHARES ETF TR ADD — 0.0% -0.0% 0.0 644 +3 2 —
☆CPNG funds › COUPANG INC HOLD — 0.0% -0.0% 0.0 1,173 +0 5 —
☆OWL funds › BLUE OWL CAPITAL INC HOLD — 0.0% -0.0% 0.0 2,312 +0 5 —
☆OKTA funds › OKTA INC HOLD — 0.0% +0.0% 0.0 147 +0 5 —
☆CME funds › CME GROUP INC HOLD — 0.0% -0.0% 0.0 91 +0 5 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.0% +0.0% 0.0 50 +0 4 —
☆GM funds › GENERAL MTRS CO HOLD — 0.0% -0.0% 0.0 255 +0 5 —
☆SAP funds › SAP SE HOLD — 0.0% -0.0% 0.0 125 +0 5 —
☆LUMN funds › LUMEN TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 2,494 +0 5 —
☆FNX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% -0.0% 0.0 130 +0 3 —
☆AN funds › AUTONATION INC HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆RPM funds › RPM INTL INC HOLD — 0.0% -0.0% 0.0 165 +0 5 —
☆OSK funds › OSHKOSH CORP HOLD — 0.0% -0.0% 0.0 118 +0 5 —
☆DRI funds › DARDEN RESTAURANTS INC HOLD — 0.0% -0.0% 0.0 88 +0 5 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.0% -0.0% 0.0 104 +1 5 —
☆DVY funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 115 +0 5 —
☆BBH funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 88 +0 5 —
☆NXST funds › NEXSTAR MEDIA GROUP INC HOLD — 0.0% -0.0% 0.0 100 +0 5 —
☆GMED funds › GLOBUS MED INC HOLD — 0.0% -0.0% 0.0 223 +0 5 —
☆BGRN funds › ISHARES TR ADD — 0.0% -0.0% 0.0 371 +4 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.0% -0.0% 0.0 243 +1 5 —
☆TCOM funds › TRIP COM GROUP LTD HOLD — 0.0% -0.0% 0.0 434 +0 5 —
☆DEO funds › DIAGEO PLC HOLD — 0.0% -0.0% 0.0 215 +0 5 —
☆GLDM funds › WORLD GOLD TR HOLD — 0.0% -0.0% 0.0 217 +0 5 —
☆FDX funds › FEDEX CORP HOLD — 0.0% -0.0% 0.0 55 +0 5 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 0.0% -0.0% 0.0 50 +0 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD — 0.0% -0.0% 0.0 209 +0 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 49 +0 5 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.0 39 +0 5 —
☆CNP funds › CENTERPOINT ENERGY INC TRIM — 0.0% -0.0% 0.0 382 -44 5 —
☆XAR funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 59 +33 5 —
☆XHB funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 144 +0 5 —
☆BDX funds › BECTON DICKINSON & CO HOLD — 0.0% -0.0% 0.0 109 +0 5 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% -0.0% 0.0 160 +0 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC TRIM — 0.0% -0.0% 0.0 119 -18 5 —
☆IQLT funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 328 +0 5 —
☆MRNA funds › MODERNA INC HOLD — 0.0% +0.0% 0.0 230 +0 5 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 353 +0 5 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY HOLD — 0.0% +0.0% 0.0 422 +0 3 —
☆TSN funds › TYSON FOODS INC ADD — 0.0% -0.0% 0.0 276 +3 5 —
☆EWJV funds › ISHARES TR ADD — 0.0% -0.0% 0.0 357 +3 5 —
☆CELC funds › CELCUITY INC HOLD — 0.0% -0.0% 0.0 150 +0 3 —
☆AFK funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 605 +0 5 —
☆IGV funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 170 +0 5 —
☆ES funds › EVERSOURCE ENERGY HOLD — 0.0% -0.0% 0.0 210 +0 5 —
☆IDA funds › IDACORP INC HOLD — 0.0% -0.0% 0.0 99 +0 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.0 88 +0 5 —
☆WMB funds › WILLIAMS COS INC HOLD — 0.0% -0.0% 0.0 200 +0 5 —
☆DOC funds › HEALTHPEAK PROPERTIES INC HOLD — 0.0% +0.0% 0.0 688 +0 5 —
☆CUSIP:524682200 funds › LEGG MASON ETF INVT HOLD — 0.0% -0.0% 0.0 171 +0 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 411 728 0.07 40% 0.023 0.411 — in
2026Q1 358 716 0.05 40% 0.023 0.434 — in
2025Q4 371 714 0.03 42% 0.024 0.446 — in
2025Q3 361 724 0.04 42% 0.024 0.445 — in
2025Q2 331 724 0.07 42% 0.025 0.422 — entered
2025Q1 292 724 0.00 44% 0.025 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