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☆Savvy Advisors, Inc.

CIK 0002003633 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.613
AUM ($M)
4,674
Positions
1232
Turnover
0.10
Top-10 wt
27%
Herfindahl
0.012
History (qtrs)
6
Excess Return
—

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Holdings · 500 of 1318 positions (showing top 500 by weight) · portfolio value $4,674M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 6.4% -0.0% 297.5 433,099 +34,969 5 —
☆IUSB funds › ISHARES TR ADD — 3.8% -0.3% 177.3 3,842,612 +499,298 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.5% -0.1% 165.2 825,605 +53,694 5 —
☆IVLU funds › ISHARES TR ADD — 2.3% -0.0% 109.3 2,612,696 +373,016 5 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 2.2% -0.0% 103.6 3,061,326 +198,144 5 —
☆AAPL funds › APPLE INC ADD — 2.1% +0.0% 98.5 340,422 +32,471 5 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F TRIM — 2.0% -0.1% 95.0 1,314,796 -9,078 5 —
☆IVV funds › ISHARES TR TRIM — 1.8% -0.3% 86.2 115,160 -9,138 5 —
☆AGG funds › ISHARES TR ADD — 1.5% -0.3% 71.2 719,535 +43,832 5 —
☆EFG funds › ISHARES TR ADD — 1.4% -0.0% 63.1 507,288 +42,988 5 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 1.2% +0.3% 58.3 305,785 +30,908 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% -0.1% 56.5 151,539 +19,987 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 1.2% +0.2% 55.7 446,377 +115,553 5 —
☆VTV funds › VANGUARD INDEX FDS ADD — 1.2% -0.1% 55.4 254,013 +7,139 5 —
☆CUSIP:84858T202 funds › SPINNAKER ETF SERIES ADD — 1.1% -0.2% 49.2 2,256,299 +36,343 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 1.0% +0.0% 47.5 1,069,808 +111,962 5 —
☆MUB funds › ISHARES TR ADD — 1.0% -0.1% 46.8 434,940 +54,031 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.0% +0.0% 45.8 192,007 +22,946 5 —
☆SPEM funds › SPDR INDEX SHS FDS TRIM — 1.0% -0.3% 45.3 874,783 -169,177 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.9% +0.1% 40.6 113,526 +14,885 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.8% -0.1% 39.5 553,981 +21,756 5 —
☆MTUM funds › ISHARES TR TRIM — 0.8% +0.1% 38.8 113,097 -2,886 5 —
☆BUSE funds › FIRST BUSEY CORP TRIM — 0.8% -0.1% 38.0 1,286,665 -7,713 3 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.8% -0.1% 37.5 480,920 +40,119 5 —
☆GOOG funds › ALPHABET INC ADD — 0.8% +0.0% 36.6 103,613 +6,518 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.7% -0.0% 34.3 92,755 +6,204 5 —
☆IAGG funds › ISHARES TR ADD — 0.7% -0.0% 32.9 649,771 +104,016 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.7% +0.4% 31.7 27,476 -2,853 5 —
☆AVGO funds › BROADCOM INC ADD — 0.7% +0.1% 31.2 82,707 +12,965 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.7% +0.0% 30.7 356,638 +301,928 5 —
☆TSLA funds › TESLA INC ADD — 0.6% +0.2% 29.8 70,839 +27,903 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.6% -0.1% 28.2 192,221 +4,223 5 —
☆IEMG funds › ISHARES INC ADD — 0.6% +0.4% 27.1 327,116 +240,888 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.6% +0.1% 26.1 21,784 +3,722 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.5% -0.0% 25.3 34,350 -1,641 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.5% -0.1% 24.5 522,340 +61,500 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.5% -0.0% 24.4 48,793 +4,805 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.5% +0.1% 23.8 111,855 +23,881 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.5% -0.0% 23.7 31,694 +1,460 5 —
☆ASTS funds › AST SPACEMOBILE INC TRIM — 0.5% -0.1% 23.6 265,349 -5,503 2 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.5% +0.0% 23.3 194,680 +168,386 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.5% +0.0% 22.3 68,127 +7,982 5 —
☆HYDB funds › ISHARES TR ADD — 0.5% -0.0% 21.7 463,561 +89,721 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.5% -0.1% 21.6 781,121 -29,338 5 —
☆EFA funds › ISHARES TR ADD — 0.5% -0.1% 21.5 207,040 +940 5 —
☆TLH funds › ISHARES TR ADD — 0.4% -0.1% 20.9 207,915 +5,345 5 —
☆DUHP funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.0% 19.2 460,604 +24,894 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.4% -0.1% 19.0 251,889 +17,551 5 —
☆META funds › META PLATFORMS INC ADD — 0.4% -0.1% 17.9 31,841 +1,713 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST ADD — 0.4% -0.0% 17.7 322,267 +2,094 4 —
☆IEFA funds › ISHARES TR ADD — 0.4% -0.1% 17.7 183,407 +3,093 5 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.4% -0.1% 17.7 558,571 -23,483 5 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.4% -0.0% 17.4 57,241 +935 5 —
☆TBIL funds › RBB FD INC TRIM — 0.4% -0.3% 17.3 347,022 -125,736 5 —
☆XCEM funds › COLUMBIA ETF TR II TRIM — 0.4% -0.0% 16.8 317,166 -21,952 5 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 16.2 551,255 +45 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.3% -0.0% 16.1 270,263 +5,722 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.3% +0.2% 15.4 26,563 +2,148 5 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.1% 15.2 60,465 +15,907 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 14.4 265,857 +22,151 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.3% +0.1% 14.2 13,373 +1,429 5 —
☆SGOV funds › ISHARES TR ADD — 0.3% +0.0% 14.2 140,738 +28,800 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% +0.0% 14.1 110,114 +21,854 3 —
☆ZAP funds › GLOBAL X FDS ADD — 0.3% +0.0% 13.9 400,321 +75,227 4 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 0.3% -0.0% 13.7 256,492 +40,946 5 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.3% +0.2% 13.6 270,802 +179,517 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.3% -0.0% 13.5 153,247 +1,032 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.3% -0.1% 13.4 98,108 +4,586 5 —
☆DTD funds › WISDOMTREE TR NEW — 0.3% +0.3% 13.1 141,011 +141,011 1 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.3% +0.0% 13.1 51,624 +9,178 5 —
☆V funds › VISA INC ADD — 0.3% +0.0% 12.9 37,620 +4,457 5 —
☆IJH funds › ISHARES TR ADD — 0.3% -0.0% 12.9 167,203 +8,422 5 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 12.6 153,965 +6,960 5 —
☆BCI funds › ABRDN ETFS ADD — 0.3% +0.0% 12.5 559,713 +187,625 2 —
☆WMT funds › WALMART INC TRIM — 0.3% -0.1% 12.4 109,728 -16 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 0.3% +0.0% 12.4 293,641 +70,485 5 —
☆DMBS funds › DOUBLELINE ETF TRUST ADD — 0.3% -0.0% 12.2 248,073 +16,254 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.3% -0.1% 12.1 12,984 +828 5 —
☆IJR funds › ISHARES TR ADD — 0.3% +0.1% 12.1 81,327 +31,708 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 0.3% -0.0% 11.8 315,415 +22,478 5 —
☆SGOL funds › ETFS GOLD TR TRIM — 0.3% -0.2% 11.7 305,941 -42,863 5 —
☆XSMO funds › INVESCO EXCHANGE TRADED FD T NEW — 0.2% +0.2% 11.3 120,231 +120,231 1 —
☆CSCO funds › CISCO SYS INC ADD — 0.2% +0.1% 10.9 92,402 +22,649 5 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.2% -0.0% 10.8 324,370 +64,583 5 —
☆VIR funds › VIR BIOTECHNOLOGY INC NEW — 0.2% +0.2% 10.6 1,040,665 +1,040,665 1 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.2% +0.1% 9.9 13,630 +4,326 5 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.2% +0.0% 9.7 83,058 +20,237 3 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.2% +0.1% 9.7 235,881 +85,980 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 9.7 18,892 +2,116 5 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 9.6 158,589 +20,073 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 9.6 104,879 +38,472 5 —
☆DFCA funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 9.6 191,505 +14,175 4 —
☆SUB funds › ISHARES TR ADD — 0.2% -0.0% 9.5 89,241 +7,609 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.2% -0.0% 9.3 379,058 +30,452 5 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR ADD — 0.2% -0.0% 9.2 125,769 +414 4 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.2% -0.1% 9.2 55,364 +4,593 5 —
☆HD funds › HOME DEPOT INC ADD — 0.2% -0.0% 9.1 25,858 +2,138 5 —
☆GE funds › GE AEROSPACE ADD — 0.2% +0.0% 9.1 24,237 +5,080 5 —
☆IWD funds › ISHARES TR ADD — 0.2% -0.0% 8.8 36,204 +943 5 —
☆IXUS funds › ISHARES TR TRIM — 0.2% -0.0% 8.7 90,674 -9,580 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.2% +0.0% 8.4 29,820 +3,817 5 —
☆DIHP funds › DIMENSIONAL ETF TRUST ADD — 0.2% -0.0% 8.3 243,952 +11,657 4 —
☆GLD funds › SPDR GOLD TR TRIM — 0.2% -0.1% 8.3 22,562 -904 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.2% +0.0% 8.2 8,156 +450 5 —
☆QUAL funds › ISHARES TR ADD — 0.2% +0.0% 8.1 36,930 +4,225 5 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.2% +0.1% 8.1 18,652 +6,707 5 —
☆HYMB funds › SPDR SERIES TRUST ADD — 0.2% +0.0% 8.0 313,162 +86,892 5 —
☆SHLD funds › GLOBAL X FDS ADD — 0.2% -0.0% 7.8 129,990 +28,417 2 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 7.8 86,064 -1,684 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.2% +0.1% 7.6 22,333 +415 5 —
☆VV funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 7.6 21,966 +1,299 5 —
☆XT funds › ISHARES TR ADD — 0.2% -0.0% 7.6 91,405 +1,862 3 —
☆AVEM funds › AMERICAN CENTY ETF TR ADD — 0.2% +0.0% 7.5 77,440 +11,571 4 —
☆OEF funds › ISHARES TR TRIM — 0.2% -0.0% 7.4 20,131 -889 5 —
☆RTX funds › RTX CORPORATION ADD — 0.2% -0.0% 7.4 38,745 +5,134 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.0% 7.3 62,802 +17,374 5 —
☆SPYG funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 7.0 58,896 +11,492 5 —
☆EMXC funds › ISHARES INC ADD — 0.1% +0.0% 6.9 67,049 +6,174 5 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 6.7 37,259 +4,033 5 —
☆IVW funds › ISHARES TR ADD — 0.1% +0.0% 6.7 48,385 +6,915 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 6.6 191,005 -37,051 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 6.6 81,640 +68,914 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 6.6 115,321 +20,479 5 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.1% 6.5 23,869 +1,263 5 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.1% 6.4 45,929 +6,230 5 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 6.4 220,998 -1,659 5 —
☆LMUB funds › ISHARES TR ADD — 0.1% -0.0% 6.4 124,535 +17,637 2 —
☆KO funds › COCA COLA CO ADD — 0.1% +0.0% 6.3 78,055 +18,887 5 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 6.3 14,871 +2,125 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.1% +0.1% 6.3 157,209 +101,405 2 —
☆ICVT funds › ISHARES TR ADD — 0.1% +0.0% 6.3 51,407 +11,340 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.0% 6.1 71,185 +13,631 5 —
☆ALLW funds › SSGA ACTIVE TR ADD — 0.1% +0.0% 6.1 206,833 +58,999 2 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T NEW — 0.1% +0.1% 6.1 98,864 +98,864 1 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.1% +0.1% 6.0 13,936 +7,439 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 6.0 97,337 +81,492 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 5.9 46,232 +16,122 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% +0.1% 5.9 19,395 +8,239 5 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.0% 5.8 46,905 +34,940 5 —
☆NFLX funds › NETFLIX INC. ADD — 0.1% -0.0% 5.8 81,312 +21,618 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.1% -0.0% 5.8 119,444 -3,373 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 5.6 110,657 +15,098 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.1% +0.0% 5.6 111,697 +44,917 5 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% -0.0% 5.5 41,997 +18 3 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 5.5 66,348 +1,172 5 —
☆DBEF funds › DBX ETF TR TRIM — 0.1% -0.0% 5.4 99,175 -2,484 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.1% 5.4 127,026 +2,392 5 —
☆TFI funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 5.2 114,540 +566 5 —
☆GEV funds › GE VERNOVA INC ADD — 0.1% +0.0% 5.2 4,431 +143 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.1% +0.1% 5.1 12,367 +5,587 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.1% +0.0% 5.1 10,744 +1,190 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 5.1 64,899 +5,255 5 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.1% 5.0 16,719 +15,269 5 —
☆PB funds › PROSPERITY BANCSHARES INC ADD — 0.1% -0.0% 5.0 68,711 +24 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 5.0 88,697 +72,735 5 —
☆VST funds › VISTRA CORP ADD — 0.1% +0.1% 4.9 31,039 +28,765 5 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 4.9 63,866 +1,823 5 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 4.8 16,217 +2,715 5 —
☆PEP funds › PEPSICO INC ADD — 0.1% -0.0% 4.8 35,397 +5,977 5 —
☆MS funds › MORGAN STANLEY ADD — 0.1% +0.0% 4.8 22,754 +5,267 5 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 4.7 37,075 +12,028 5 —
☆IWV funds › ISHARES TR TRIM — 0.1% -0.0% 4.7 11,134 -726 4 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 4.7 117,185 +24,665 5 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% +0.0% 4.6 25,086 -766 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST TRIM — 0.1% -0.0% 4.6 96,593 -961 4 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 4.6 28,952 -78 5 —
☆IVAL funds › EA SERIES TRUST ADD — 0.1% -0.0% 4.5 131,099 +8,593 2 —
☆ONEY funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 4.5 34,857 +4,110 3 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.0% 4.4 29,306 -3,624 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 4.4 85,685 +3,489 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 4.3 48,985 +39,349 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 4.2 47,536 +8,382 5 —
☆IQLT funds › ISHARES TR TRIM — 0.1% -0.0% 4.2 84,874 -10,277 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 4.2 8,198 +420 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% +0.0% 4.2 50,524 +9,904 5 —
☆ITOT funds › ISHARES TR ADD — 0.1% -0.0% 4.1 25,202 +343 5 —
☆JGRO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.1% 4.1 41,908 +37,869 5 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.1% -0.0% 4.1 81,394 +1,271 5 —
☆VCRB funds › VANGUARD MALVERN FDS TRIM — 0.1% -0.0% 4.1 52,631 -5,448 5 —
☆HYZD funds › WISDOMTREE TR ADD — 0.1% -0.0% 4.1 180,572 +20,075 3 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.0% 4.1 55,229 -6,675 5 —
☆APH funds › AMPHENOL CORP TRIM — 0.1% +0.0% 4.0 22,914 -1,886 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.1% -0.0% 4.0 45,549 -1,487 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% -0.0% 3.9 85,130 +1,152 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% +0.0% 3.9 26,747 +7,496 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 3.9 66,876 +4,240 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR ADD — 0.1% -0.0% 3.9 85,184 +1,756 5 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.1% -0.0% 3.9 42,523 +4,968 5 —
☆ACIO funds › ETF SER SOLUTIONS TRIM — 0.1% -0.0% 3.8 82,921 -24,848 3 —
☆BSCR funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.0% 3.8 194,334 +129,478 5 —
☆HEFA funds › ISHARES TR ADD — 0.1% +0.0% 3.8 81,221 +14,785 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.1% 3.8 28,549 +21,412 3 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 3.8 102,651 -6,491 5 —
☆MINT funds › PIMCO ETF TR ADD — 0.1% +0.0% 3.8 37,457 +24,938 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.1% -0.0% 3.7 64,644 +2,117 5 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 3.7 70,046 +18,983 5 —
☆EVTR funds › MORGAN STANLEY ETF TRUST NEW — 0.1% +0.1% 3.6 71,850 +71,850 1 —
☆IVE funds › ISHARES TR ADD — 0.1% +0.0% 3.6 16,039 +3,656 5 —
☆LQDH funds › ISHARES U S ETF TR ADD — 0.1% -0.0% 3.6 38,798 +3,956 3 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% +0.0% 3.6 4,714 +1,585 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.1% +0.0% 3.6 15,181 +1,989 5 —
☆LIN funds › LINDE PLC TRIM — 0.1% -0.0% 3.6 6,918 -219 5 —
☆SLV funds › ISHARES SILVER TR ADD — 0.1% -0.0% 3.6 66,898 +16,725 5 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 3.5 34,348 +5,885 5 —
☆FYLD funds › CAMBRIA ETF TR ADD — 0.1% -0.0% 3.5 96,771 +262 5 —
☆MFSV funds › MFS ACTIVE EXCHANGE TRADED F NEW — 0.1% +0.1% 3.5 122,050 +122,050 1 —
☆QMOM funds › EA SERIES TRUST ADD — 0.1% -0.0% 3.5 43,998 +3,225 2 —
☆FNDX funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 3.5 111,288 +2,390 5 —
☆LVHI funds › LEGG MASON ETF INVT ADD — 0.1% -0.0% 3.4 84,194 +13,147 5 —
☆DE funds › DEERE & CO ADD — 0.1% +0.0% 3.4 5,367 +722 5 —
☆BSCQ funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.1% 3.4 173,869 +132,835 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 3.4 87,160 +11,160 5 —
☆MUNY funds › VANGUARD NY TAX FREE FDS NEW — 0.1% +0.1% 3.4 32,273 +32,273 1 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 3.3 23,720 +1,826 5 —
☆SYLD funds › CAMBRIA ETF TR ADD — 0.1% -0.0% 3.3 41,743 +3,546 2 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 3.3 39,671 -3,787 3 —
☆USMV funds › ISHARES TR ADD — 0.1% +0.0% 3.3 34,139 +6,144 5 —
☆IEI funds › ISHARES TR ADD — 0.1% -0.0% 3.3 27,965 +585 3 —
☆IMTM funds › ISHARES TR ADD — 0.1% -0.0% 3.3 61,331 +350 4 —
☆FDVV funds › FIDELITY COVINGTON TRUST ADD — 0.1% -0.0% 3.2 53,348 +426 5 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A ADD — 0.1% +0.0% 3.2 6,995 +4,164 5 —
☆AMGN funds › AMGEN INC ADD — 0.1% -0.0% 3.2 8,866 +1,001 5 —
☆ITAN funds › EA SERIES TRUST ADD — 0.1% +0.0% 3.1 75,024 +5,276 2 —
☆DYNF funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 3.1 46,133 +17,051 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.1% 3.1 151,032 -2,493 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 3.1 84,831 +3,602 5 —
☆EMB funds › ISHARES TR ADD — 0.1% +0.0% 3.1 32,299 +6,384 5 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.1% +0.0% 3.1 28,898 +7,815 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.1% +0.0% 3.1 9,178 +1,045 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 3.1 18,153 +18,153 1 —
☆GSEW funds › GOLDMAN SACHS ETF TR ADD — 0.1% -0.0% 3.1 32,639 +2 3 —
☆CMF funds › ISHARES TR ADD — 0.1% +0.0% 3.1 53,463 +14,595 4 —
☆SLYG funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 3.0 25,568 +4,832 2 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 3.0 59,802 +31,202 3 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 3.0 28,972 +2,832 5 —
☆WELL funds › WELLTOWER INC ADD — 0.1% +0.0% 3.0 13,261 +1,642 5 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.1% +0.0% 3.0 13,702 +2,619 5 —
☆BSCT funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.1% 3.0 160,566 +147,979 2 —
☆BSCU funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.1% 3.0 179,007 +168,706 3 —
☆IQDG funds › WISDOMTREE TR ADD — 0.1% -0.0% 2.9 68,368 +6,614 2 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% -0.0% 2.9 17,286 +638 5 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 2.9 110,536 -6,819 5 —
☆SDY funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 2.9 19,233 -933 3 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 2.9 80,834 -3,664 5 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 2.9 31,706 +31,706 1 —
☆BSCS funds › INVESCO EXCH TRD SLF IDX FD ADD — 0.1% +0.1% 2.9 142,531 +124,596 2 —
☆BSCV funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.1% +0.1% 2.9 176,932 +176,932 1 —
☆BSCW funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.1% +0.1% 2.9 141,206 +141,206 1 —
☆BSCX funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.1% +0.1% 2.9 136,118 +136,118 1 —
☆CAIE funds › CALAMOS ETF TR ADD — 0.1% +0.0% 2.9 105,307 +46,818 3 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.1% -0.0% 2.9 8,046 -460 5 —
☆BSCY funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.1% +0.1% 2.8 137,380 +137,380 1 —
☆DIVO funds › AMPLIFY ETF TR TRIM — 0.1% -0.0% 2.8 61,334 -6,462 3 —
☆BSCZ funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.1% +0.1% 2.8 136,922 +136,922 1 —
☆DIS funds › DISNEY WALT CO ADD — 0.1% -0.0% 2.8 28,946 +2,872 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.1% +0.0% 2.8 120,235 +50,661 2 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.1% -0.0% 2.8 29,938 -7,769 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC ADD — 0.1% +0.0% 2.8 7,353 +1,474 5 —
☆EFV funds › ISHARES TR ADD — 0.1% +0.0% 2.8 36,018 +15,630 5 —
☆AGNC funds › AGNC INVT CORP ADD REIT 0.1% +0.0% 2.8 252,428 +161,179 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD TRIM — 0.1% -0.0% 2.7 35,983 -9,184 5 —
☆UNP funds › UNION PAC CORP ADD — 0.1% -0.0% 2.7 10,011 +479 5 —
☆PYLD funds › PIMCO ETF TR ADD — 0.1% -0.0% 2.7 102,406 +11,892 5 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 2.7 11,076 +925 5 —
☆FCX funds › FREEPORT MCMORAN INC ADD — 0.1% -0.0% 2.7 42,754 +4,757 5 —
☆SETM funds › SPROTT FDS TR ADD — 0.1% -0.0% 2.7 86,264 +6,070 2 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.1% +0.0% 2.7 9,407 -203 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 2.7 29,409 +16,422 5 —
☆MFSI funds › MFS ACTIVE EXCHANGE TRADED F NEW — 0.1% +0.1% 2.7 82,503 +82,503 1 —
☆SLYV funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 2.6 24,002 -2,631 3 —
☆COWG funds › PACER FDS TR ADD — 0.1% +0.0% 2.6 64,910 +7,526 4 —
☆IWB funds › ISHARES TR ADD — 0.1% +0.0% 2.6 6,360 +1,704 5 —
☆SNDK funds › SANDISK CORP TRIM — 0.1% -0.0% 2.6 1,143 -2,853 4 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% -0.0% 2.6 36,100 +3,303 5 —
☆URNM funds › SPROTT FDS TR ADD — 0.1% -0.0% 2.6 48,765 +444 5 —
☆EUAD funds › SPINNAKER ETF SERIES TRIM — 0.1% -0.0% 2.6 60,490 -6,463 3 —
☆IWM funds › ISHARES TR TRIM — 0.1% -0.0% 2.5 8,438 -1,634 5 —
☆IBOT funds › VANECK ETF TRUST NEW — 0.1% +0.1% 2.5 36,818 +36,818 1 —
☆IEV funds › ISHARES TR TRIM — 0.1% -0.0% 2.5 34,709 -5,976 3 —
☆IDEV funds › ISHARES TR TRIM — 0.1% -0.0% 2.5 28,217 -125 5 —
☆LQD funds › ISHARES TR ADD — 0.1% +0.0% 2.5 22,924 +4,677 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 2.5 25,838 -1,635 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.1% -0.0% 2.5 2,580 -348 5 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.1% +0.0% 2.5 3,852 -122 4 —
☆BX funds › BLACKSTONE INC ADD — 0.1% -0.0% 2.5 20,882 +1,455 5 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 2.4 29,749 +13,850 4 —
☆HCA funds › HCA HEALTHCARE INC ADD — 0.1% +0.0% 2.4 6,217 +5,180 4 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 0.1% +0.0% 2.4 34,582 +14,811 3 —
☆EQIX funds › EQUINIX INC ADD — 0.1% +0.0% 2.4 2,318 +1,557 5 —
☆FELC funds › FIDELITY COVINGTON TRUST ADD — 0.1% +0.0% 2.4 57,575 +7,664 3 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 2.4 12,152 +2,113 5 —
☆SBUX funds › STARBUCKS CORP TRIM — 0.1% -0.0% 2.4 23,487 -312 5 —
☆ANGL funds › VANECK ETF TRUST TRIM — 0.1% -0.0% 2.4 81,979 -1,514 5 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.1% -0.0% 2.4 10,682 -95 5 —
☆GBIL funds › GOLDMAN SACHS ETF TR ADD — 0.1% +0.0% 2.4 23,741 +14,880 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% -0.0% 2.4 29,146 +482 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.1% -0.0% 2.4 28,125 +2,291 5 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.0% 2.4 54,570 +42,805 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.0% -0.0% 2.3 17,252 +802 5 —
☆PH funds › PARKER-HANNIFIN CORP ADD — 0.0% -0.0% 2.3 2,381 +136 5 —
☆BOTZ funds › GLOBAL X FDS ADD — 0.0% +0.0% 2.3 61,338 +47,234 3 —
☆TIP funds › ISHARES TR NEW — 0.0% +0.0% 2.3 21,084 +21,084 1 —
☆SHYG funds › ISHARES TR TRIM — 0.0% -0.0% 2.3 54,010 -21,360 5 —
☆BOXX funds › EA SERIES TRUST ADD — 0.0% +0.0% 2.3 19,310 +5,891 2 —
☆COWZ funds › PACER FDS TR TRIM — 0.0% -0.0% 2.3 36,335 -2,090 5 —
☆LODE funds › COMSTOCK INC ADD — 0.0% +0.0% 2.2 538,265 +25,700 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 2.2 14,510 -1,643 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 2.2 55,064 +2,882 5 —
☆GLW funds › CORNING INC TRIM — 0.0% +0.0% 2.2 8,745 -130 4 —
☆NEM funds › NEWMONT CORP ADD — 0.0% -0.0% 2.2 23,900 +1,336 5 —
☆JPLD funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 2.2 42,564 +4,684 3 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 2.2 12,828 +2,165 5 —
☆ASML funds › ASML HLDG NV ADD — 0.0% +0.0% 2.2 1,094 +199 5 —
☆BA funds › BOEING CO ADD — 0.0% +0.0% 2.2 9,959 +2,622 5 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% -0.0% 2.1 67,066 +4,175 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.0% +0.0% 2.1 2,215 +27 4 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% -0.0% 2.1 15,606 +2,199 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.0% -0.0% 2.1 40,780 -661 3 —
☆XEL funds › XCEL ENERGY INC ADD — 0.0% -0.0% 2.1 26,580 +2,551 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.0% -0.0% 2.1 16,732 +1,966 5 —
☆FENI funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 2.1 52,509 +3,495 5 —
☆HYD funds › VANECK ETF TRUST ADD — 0.0% -0.0% 2.1 40,837 +4,535 4 —
☆NVS funds › NOVARTIS AG ADD — 0.0% -0.0% 2.1 13,331 +1,895 5 —
☆EFIV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 2.1 28,600 +3,076 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.0% -0.0% 2.1 14,329 -1,183 5 —
☆PWR funds › QUANTA SVCS INC ADD — 0.0% +0.0% 2.0 2,813 +26 5 —
☆NANR funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 2.0 26,809 +885 3 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 2.0 6,790 +2,491 5 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 0.0% -0.0% 2.0 8,041 +1,657 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.0% -0.0% 2.0 8,917 -135 5 —
☆SOXX funds › ISHARES TR ADD — 0.0% +0.0% 2.0 3,110 +149 5 —
☆XLV funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.2% 2.0 12,526 -37,864 5 —
☆IGIB funds › ISHARES TR ADD — 0.0% +0.0% 2.0 37,361 +12,507 4 —
☆SRVR funds › PACER FDS TR NEW — 0.0% +0.0% 2.0 61,669 +61,669 1 —
☆VLUE funds › ISHARES TR ADD — 0.0% +0.0% 1.9 9,697 +1,515 5 —
☆WMB funds › WILLIAMS COS INC ADD — 0.0% -0.0% 1.9 25,988 +1,596 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.0% -0.0% 1.9 15,259 +3,857 5 —
☆AMRZ funds › AMRIZE LTD TRIM — 0.0% -0.0% 1.9 36,152 -40 3 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% -0.0% 1.9 7,284 +387 5 —
☆DSI funds › ISHARES TR ADD — 0.0% -0.0% 1.9 13,227 +31 5 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 1.9 8,498 -4,531 5 —
☆BAI funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 1.9 35,474 +13,765 2 —
☆MP funds › MP MATERIALS CORP TRIM — 0.0% -0.0% 1.9 33,365 -1,292 3 —
☆GLTR funds › ABRDN PRECIOUS METALS BASKET ADD — 0.0% -0.0% 1.9 10,291 +2,527 2 —
☆SCCO funds › SOUTHERN COPPER CORP ADD — 0.0% -0.0% 1.9 10,695 +535 3 —
☆SHY funds › ISHARES TR TRIM — 0.0% -0.0% 1.8 22,488 -4,505 3 —
☆HYG funds › ISHARES TR ADD — 0.0% +0.0% 1.8 22,951 +6,762 3 —
☆SHOP funds › SHOPIFY INC ADD — 0.0% +0.0% 1.8 16,071 +4,134 5 —
☆USB funds › US BANCORP TRIM — 0.0% -0.0% 1.8 30,348 -5,582 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% +0.0% 1.8 23,046 +17,251 5 —
☆ARCC funds › ARES CAPITAL CORP ADD — 0.0% -0.0% 1.8 98,491 +9,667 5 —
☆STIP funds › ISHARES TR ADD — 0.0% +0.0% 1.8 17,833 +8,303 5 —
☆MOAT funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 1.8 17,501 -8,314 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 1.8 4,577 +1,329 5 —
☆KR funds › KROGER CO ADD — 0.0% -0.0% 1.8 32,605 +1,323 5 —
☆EAGG funds › ISHARES TR ADD — 0.0% +0.0% 1.8 38,131 +11,343 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.0% +0.0% 1.8 35,003 +27,991 2 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 1.8 24,718 -13,260 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 1.8 61,491 +6,647 5 —
☆RDDT funds › REDDIT INC NEW — 0.0% +0.0% 1.8 10,182 +10,182 1 —
☆INTU funds › INTUIT ADD — 0.0% -0.0% 1.8 6,760 +231 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 0.0% -0.0% 1.8 18,819 -2,210 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 1.7 36,288 -135 5 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 1.7 30,893 +2,759 5 —
☆IWY funds › ISHARES TR TRIM — 0.0% -0.0% 1.7 5,816 -13 5 —
☆FLN funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.0% -0.0% 1.7 68,154 +833 2 —
☆SO funds › SOUTHERN CO ADD — 0.0% +0.0% 1.7 17,514 +4,601 5 —
☆EYLD funds › CAMBRIA ETF TR ADD — 0.0% -0.0% 1.7 36,717 +1,272 5 —
☆ESGE funds › ISHARES INC TRIM — 0.0% -0.0% 1.7 30,395 -1,243 5 —
☆SNPE funds › DBX ETF TR TRIM — 0.0% -0.0% 1.6 23,935 -3,592 5 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 1.6 68,058 +5,274 5 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 1.6 2,296 +235 5 —
☆FTNT funds › FORTINET INC ADD — 0.0% +0.0% 1.6 10,610 +342 5 —
☆SHEL funds › SHELL PLC ADD — 0.0% -0.0% 1.6 20,989 +1,246 5 —
☆EVSM funds › MORGAN STANLEY ETF TRUST ADD — 0.0% -0.0% 1.6 32,044 +5,128 2 —
☆KOMP funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 1.6 22,393 +28 3 —
☆NVO funds › NOVO-NORDISK A S TRIM — 0.0% -0.0% 1.6 33,310 -1,485 5 —
☆PSN funds › PARSONS CORP DEL TRIM — 0.0% -0.0% 1.6 30,344 -526 4 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.0% -0.0% 1.6 20,627 -1,025 5 —
☆COF funds › CAPITAL ONE FINL CORP ADD — 0.0% +0.0% 1.6 7,778 +2,658 5 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 1.6 15,081 +2,051 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 0.0% -0.0% 1.5 2,197 -29 3 —
☆PULS funds › PGIM ETF TR ADD — 0.0% +0.0% 1.5 31,155 +11,072 4 —
☆FGD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 1.5 48,206 -48 3 —
☆PFE funds › PFIZER INC TRIM — 0.0% -0.0% 1.5 63,860 -474 5 —
☆CB funds › CHUBB LIMITED ADD — 0.0% -0.0% 1.5 4,511 +198 5 —
☆OSCV funds › ETF SER SOLUTIONS TRIM — 0.0% -0.0% 1.5 36,395 -13,299 3 —
☆AVB funds › AVALONBAY CMNTYS INC TRIM — 0.0% -0.0% 1.5 8,137 -404 5 —
☆BBBI funds › BONDBLOXX ETF TRUST ADD — 0.0% +0.0% 1.5 29,778 +12,571 2 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.0% -0.0% 1.5 5,246 +506 5 —
☆DLN funds › WISDOMTREE TR ADD — 0.0% -0.0% 1.5 15,809 +319 2 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.0% -0.0% 1.5 4,826 -1,111 5 —
☆PICK funds › ISHARES INC ADD — 0.0% -0.0% 1.5 26,127 +419 5 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.0% -0.0% 1.5 5,614 -733 5 —
☆VTEC funds › VANGUARD CALIF TAX FREE FDS ADD — 0.0% -0.0% 1.5 15,046 +499 4 —
☆PSQO funds › PALMER SQUARE FUNDS TR ADD — 0.0% -0.0% 1.5 73,091 +7,375 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 1.5 9,609 -3,962 5 —
☆DGCB funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 1.5 27,411 +14,158 5 —
☆BLV funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 1.5 21,701 +7,755 5 —
☆FDX funds › FEDEX CORP ADD — 0.0% -0.0% 1.5 4,681 +477 4 —
☆DVY funds › ISHARES TR ADD — 0.0% -0.0% 1.5 9,374 +703 5 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 1.5 8,209 +7,840 5 —
☆ADBE funds › ADOBE INC ADD — 0.0% -0.0% 1.5 7,126 +2,275 5 —
☆IGM funds › ISHARES TR TRIM — 0.0% +0.0% 1.5 8,910 -655 5 —
☆SCUS funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 1.4 57,581 +34,903 4 —
☆BITW funds › BITWISE 10 CRYPTO INDEX ETF ADD — 0.0% -0.0% 1.4 38,486 +74 2 —
☆JUCY funds › ETF SER SOLUTIONS TRIM — 0.0% -0.0% 1.4 65,335 -10,105 3 —
☆TMUS funds › T-MOBILE US INC ADD — 0.0% -0.0% 1.4 8,560 +544 5 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 1.4 48,580 +119 3 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 1.4 4,662 +745 5 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% -0.0% 1.4 13,221 +353 5 —
☆LCTU funds › BLACKROCK ETF TRUST ADD — 0.0% -0.0% 1.4 17,628 +321 5 —
☆DRSK funds › ETF SER SOLUTIONS TRIM — 0.0% -0.0% 1.4 48,709 -17,342 3 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 1.4 17,865 -6,685 5 —
☆GOVT funds › ISHARES TR ADD — 0.0% +0.0% 1.4 61,211 +30,265 2 —
☆STLD funds › STEEL DYNAMICS INC ADD — 0.0% +0.0% 1.4 6,050 +154 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% -0.0% 1.4 8,816 -1,570 5 —
☆SMH funds › VANECK ETF TRUST ADD — 0.0% +0.0% 1.4 2,101 +1,429 2 —
☆IWR funds › ISHARES TR ADD — 0.0% +0.0% 1.4 12,473 +1,292 5 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 0.0% -0.0% 1.4 44,794 +3,601 5 —
☆IYW funds › ISHARES TR ADD — 0.0% +0.0% 1.4 5,426 +2,616 5 —
☆SPTM funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 1.4 15,073 +11,510 3 —
☆REGN funds › REGENERON PHARMACEUTICALS ADD — 0.0% -0.0% 1.4 2,185 +4 5 —
☆IUSG funds › ISHARES TR ADD — 0.0% +0.0% 1.4 7,233 +3,709 3 —
☆BYLD funds › ISHARES TR TRIM — 0.0% -0.0% 1.4 59,858 -16 5 —
☆MMM funds › 3M CO TRIM — 0.0% -0.0% 1.4 8,370 -16 5 —
☆BKR funds › BAKER HUGHES COMPANY ADD — 0.0% +0.0% 1.4 24,389 +14,515 4 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 1.3 4,015 +983 3 —
☆DFAW funds › DIMENSIONAL ETF TRUST ADD — 0.0% +0.0% 1.3 16,135 +2,394 5 —
☆NOW funds › SERVICENOW INC ADD — 0.0% +0.0% 1.3 13,405 +3,989 5 —
☆FREL funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 1.3 45,286 -9,551 2 —
☆MAR funds › MARRIOTT INTL INC NEW ADD — 0.0% -0.0% 1.3 3,576 +220 5 —
☆BNY funds › BANK OF NY MELLON CORP ADD — 0.0% +0.0% 1.3 9,136 +1,236 5 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% -0.0% 1.3 5,158 +578 5 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% -0.0% 1.3 2,583 +408 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 1.3 33,131 -1,750 3 —
☆GWW funds › WW GRAINGER INC ADD — 0.0% +0.0% 1.3 953 +14 5 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 1.3 24,220 +1,112 5 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% -0.0% 1.3 7,593 +125 5 —
☆RY funds › ROYAL BK CDA ADD — 0.0% +0.0% 1.3 6,136 +536 5 —
☆ESGU funds › ISHARES TR TRIM — 0.0% -0.0% 1.3 7,709 -7,291 5 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.0% 1.3 14,591 -2,566 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 1.3 34,667 -1,062 5 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.0% 1.3 23,974 -4,275 5 —
☆ISRG funds › INTUITIVE SURGICAL INC ADD — 0.0% -0.0% 1.3 3,155 +30 5 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% +0.0% 1.3 4,550 +1,886 5 —
☆HYBL funds › SSGA ACTIVE TR TRIM — 0.0% -0.0% 1.3 44,766 -172 3 —
☆COIN funds › COINBASE GLOBAL INC ADD — 0.0% +0.0% 1.2 8,548 +3,474 5 —
☆DG funds › DOLLAR GEN CORP TRIM — 0.0% -0.0% 1.2 10,853 -2,292 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 1.2 5,553 +5,553 1 —
☆KMT funds › KENNAMETAL INC ADD — 0.0% -0.0% 1.2 35,154 +48 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP ADD — 0.0% +0.0% 1.2 13,537 +8,952 3 —
☆SPTI funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 1.2 43,118 +4,345 3 —
☆MBB funds › ISHARES TR ADD — 0.0% +0.0% 1.2 12,896 +3,038 5 —
☆NLR funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 1.2 10,482 -148 3 —
☆GBAB funds › GUGGENHEIM TAXABLE MUNICP BO ADD — 0.0% -0.0% 1.2 83,949 +562 5 —
☆BOND funds › PIMCO ETF TR NEW — 0.0% +0.0% 1.2 13,151 +13,151 1 —
☆IWO funds › ISHARES TR TRIM — 0.0% -0.0% 1.2 3,050 -245 4 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% +0.0% 1.2 12,824 -1,010 5 —
☆TT funds › TRANE TECHNOLOGIES PLC ADD — 0.0% -0.0% 1.2 2,443 +101 5 —
☆XLF funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 1.2 22,284 +12,038 5 —
☆PFF funds › ISHARES TR TRIM — 0.0% -0.0% 1.2 39,003 -6,009 3 —
☆OUNZ funds › VANECK MERK GOLD ETF NEW — 0.0% +0.0% 1.2 30,562 +30,562 1 —
☆MAIN funds › MAIN STR CAP CORP ADD — 0.0% -0.0% 1.2 22,718 +2,368 5 —
☆GM funds › GENERAL MTRS CO TRIM — 0.0% -0.0% 1.2 15,277 -1,047 4 —
☆VXF funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 1.2 4,780 +232 5 —
☆EDIV funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 1.2 28,418 +3,129 3 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 1.2 5,261 +5,261 1 —
☆DNLI funds › DENALI THERAPEUTICS INC NEW — 0.0% +0.0% 1.2 45,194 +45,194 1 —
☆FIX funds › COMFORT SYS USA INC ADD — 0.0% +0.0% 1.2 583 +54 4 —
☆THRO funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 1.2 26,794 +10,699 2 —
☆FMDE funds › FIDELITY COVINGTON TRUST ADD — 0.0% -0.0% 1.2 28,453 +1,258 5 —
☆APP funds › APPLOVIN CORP ADD — 0.0% +0.0% 1.2 2,237 +421 4 —
☆STRL funds › STERLING INFRASTRUCTURE INC TRIM — 0.0% +0.0% 1.1 1,367 -295 5 —
☆EVMO funds › MORGAN STANLEY ETF TRUST NEW — 0.0% +0.0% 1.1 22,878 +22,878 1 —
☆ARKK funds › ARK ETF TR ADD — 0.0% +0.0% 1.1 14,137 +3,010 5 —
☆URI funds › UNITED RENTALS INC ADD — 0.0% +0.0% 1.1 1,007 +333 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 1.1 8,625 -247 5 —
☆CORP funds › PIMCO ETF TR HOLD — 0.0% -0.0% 1.1 11,760 +0 3 —
☆SHM funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 1.1 23,605 +2,221 5 —
☆MFC funds › MANULIFE FINL CORP ADD — 0.0% +0.0% 1.1 27,749 +2,174 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% +0.0% 1.1 16,426 +2,613 4 —
☆VOYA funds › VOYA FINANCIAL INC NEW — 0.0% +0.0% 1.1 12,373 +12,373 1 —
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 1.1 16,281 +1,753 5 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.0% -0.0% 1.1 19,233 +1,603 5 —
☆FDS funds › FACTSET RESH SYS INC ADD — 0.0% -0.0% 1.1 4,830 +567 3 —
☆IEO funds › ISHARES TR TRIM — 0.0% -0.0% 1.1 10,063 -167 5 —
☆CTVA funds › CORTEVA INC ADD — 0.0% -0.0% 1.1 13,003 +1,041 5 —
☆SRE funds › SEMPRA ADD — 0.0% -0.0% 1.1 11,808 +1,512 5 —
☆GDX funds › VANECK ETF TRUST ADD — 0.0% +0.0% 1.1 14,466 +10,733 3 —
☆GMAY funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 1.1 25,259 -4,866 5 —
☆AMT funds › AMERICAN TOWER CORP ADD — 0.0% -0.0% 1.1 6,629 +1,599 5 —
☆SHV funds › ISHARES TR TRIM — 0.0% -0.0% 1.1 9,806 -952 5 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 1.1 41,156 +28,793 3 —
☆PSLV funds › SPROTT ASSET MANAGEMENT LP ADD — 0.0% -0.0% 1.1 57,091 +8,143 4 —
☆MDYG funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 1.1 9,604 +9,604 1 —
☆BNS funds › BANK NOVA SCOTIA B C ADD — 0.0% +0.0% 1.1 12,379 +3,416 3 —
☆SKOR funds › FLEXSHARES TR ADD — 0.0% -0.0% 1.1 22,122 +2,035 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.0% -0.0% 1.1 2,629 -2,167 5 —
☆POWI funds › POWER INTEGRATIONS INC ADD — 0.0% +0.0% 1.1 12,721 +95 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 4,674 1232 0.10 27% 0.012 0.608 — in
2026Q1 3,728 1117 0.14 28% 0.013 0.528 — in
2025Q4 3,095 1003 0.14 31% 0.015 0.456 — in
2025Q3 2,175 820 0.16 33% 0.016 0.400 — in
2025Q2 1,499 648 0.15 36% 0.019 0.420 — entered
2025Q1 994 518 0.00 35% 0.019 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