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☆EVOLUTION WEALTH MANAGEMENT INC.

CIK 0002010029 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.185
AUM ($M)
170
Positions
935
Turnover
0.11
Top-10 wt
36%
Herfindahl
0.019
History (qtrs)
5
Excess Return
not eligible

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Security type

Holdings · 500 of 984 positions (showing top 500 by weight) · portfolio value $170M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST ADD — 6.9% +0.9% 11.8 134,440 +27,132 4 —
☆SFLR funds › INNOVATOR ETFS TRUST TRIM — 5.0% -0.9% 8.4 218,621 -6,275 4 —
☆PSFF funds › PACER FDS TR TRIM — 4.7% -0.9% 8.1 234,797 -6,958 4 —
☆SPD funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 3.3% -0.2% 5.6 135,699 +4,909 4 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 3.1% +1.2% 5.4 33,146 +8,977 4 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 3.1% +0.8% 5.2 17,301 +4,043 4 —
☆SPYC funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 2.9% -0.0% 5.0 108,823 +6,124 4 —
☆OVB funds › LISTED FDS TR ADD — 2.6% -0.1% 4.4 217,195 +39,290 4 —
☆SPBW funds › AIM ETF PRODUCTS TRUST ADD — 2.5% -0.0% 4.2 145,350 +20,113 2 —
☆EFG funds › ISHARES TR ADD — 2.0% +0.3% 3.3 26,672 +6,908 4 —
☆AGGH funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 1.9% -0.1% 3.3 163,520 +27,396 4 —
☆EFV funds › ISHARES TR ADD — 1.9% +0.2% 3.3 42,570 +10,802 4 —
☆HEQT funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 1.7% -0.1% 2.8 83,859 +9,129 4 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 1.6% -0.3% 2.8 4,054 -406 4 —
☆IVV funds › ISHARES TR ADD — 1.5% -0.1% 2.5 3,370 +41 4 —
☆LALT funds › FIRST TR EXCHNG TRADED FD VI NEW — 1.2% +1.2% 2.1 88,219 +88,219 1 —
☆OVL funds › LISTED FDS TR TRIM — 1.2% -0.3% 2.1 36,489 -5,554 4 —
☆VTHR funds › VANGUARD SCOTTSDALE FDS HOLD — 1.1% -0.1% 1.9 5,802 +0 4 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.1% -0.3% 1.9 9,843 -1,060 4 —
☆DBEF funds › DBX ETF TR ADD — 1.1% -0.0% 1.9 34,221 +3,350 4 —
☆AAPL funds › APPLE INC ADD — 1.0% -0.1% 1.7 5,990 +208 4 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 1.0% -0.1% 1.7 58,394 +556 4 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 1.0% +0.2% 1.6 18,002 +5,857 4 —
☆HYS funds › PIMCO ETF TR ADD — 0.9% -0.1% 1.6 16,701 +1,890 4 —
☆PSTP funds › INNOVATOR ETFS TRUST TRIM — 0.9% -0.2% 1.5 41,530 -1,862 4 —
☆IFRA funds › ISHARES TR ADD — 0.8% +0.2% 1.4 22,194 +6,621 4 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.8% +0.1% 1.4 15,870 +13,615 4 —
☆MSFT funds › MICROSOFT CORP ADD — 0.8% -0.1% 1.3 3,484 +117 4 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.7% +0.3% 1.3 1,683 +658 4 —
☆AMZN funds › AMAZON COM INC ADD — 0.7% +0.1% 1.2 5,128 +1,239 4 —
☆QUAL funds › ISHARES TR TRIM — 0.7% -0.2% 1.2 5,504 -736 4 —
☆QQQ funds › INVESCO QQQ TR TRIM — 0.7% -0.1% 1.1 1,515 -368 4 —
☆BOXX funds › EA SERIES TRUST NEW — 0.6% +0.6% 1.0 8,401 +8,401 1 —
☆SGOV funds › ISHARES TR TRIM — 0.6% -0.5% 1.0 9,634 -5,502 4 —
☆IVW funds › ISHARES TR TRIM — 0.6% -0.1% 0.9 6,892 -730 4 —
☆QFLR funds › INNOVATOR ETFS TRUST TRIM — 0.6% -0.2% 0.9 25,795 -5,492 4 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.5% -0.3% 0.9 13,419 -5,577 4 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.5% -0.2% 0.9 28,088 -2,806 4 —
☆AVGO funds › BROADCOM INC ADD — 0.5% +0.2% 0.9 2,304 +837 4 —
☆DMAY funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.5% -0.1% 0.9 18,308 -5 4 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.5% -0.2% 0.8 13,464 -2,886 4 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.5% +0.3% 0.8 669 +189 4 —
☆GOOGL funds › ALPHABET INC ADD — 0.5% +0.0% 0.8 2,147 +131 4 —
☆OVT funds › LISTED FDS TR ADD — 0.4% +0.0% 0.8 34,904 +7,823 4 —
☆DOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.4% -0.1% 0.7 15,888 -84 4 —
☆DDWM funds › WISDOMTREE TR ADD — 0.4% -0.1% 0.7 15,071 +222 4 —
☆DTD funds › WISDOMTREE TR ADD — 0.4% -0.0% 0.7 7,446 +270 4 —
☆LRCX funds › LAM RESEARCH CORP ADD — 0.4% +0.2% 0.7 1,564 +25 4 —
☆XLSR funds › SSGA ACTIVE TR TRIM — 0.4% -0.1% 0.6 9,544 -580 4 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.4% -0.0% 0.6 11,985 +1,250 4 —
☆PAYM funds › ELEVATION SERIES TRUST ADD — 0.4% +0.1% 0.6 23,734 +6,056 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 0.6 1,579 -78 4 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.0% 0.6 4,191 +729 4 —
☆IWB funds › ISHARES TR HOLD — 0.3% -0.0% 0.6 1,350 +0 3 —
☆IYW funds › ISHARES TR TRIM — 0.3% +0.0% 0.6 2,190 -14 4 —
☆BAC funds › BANK AMERICA CORP ADD — 0.3% +0.1% 0.5 9,544 +2,202 4 —
☆IWY funds › ISHARES TR HOLD — 0.3% -0.0% 0.5 1,852 +0 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 0.3% +0.1% 0.5 2,213 +674 4 —
☆DJAN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% -0.0% 0.5 11,473 -6 4 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.3% -0.0% 0.5 10,068 +611 4 —
☆DJUL funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.3% -0.1% 0.5 10,377 -225 4 —
☆ACII funds › INNOVATOR ETFS TRUST ADD — 0.3% -0.1% 0.5 20,368 +941 3 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.3% -0.0% 0.5 6,107 +0 4 —
☆OVM funds › LISTED FDS TR ADD — 0.3% +0.3% 0.5 21,607 +21,116 4 —
☆GLD funds › SPDR GOLD TR ADD — 0.3% -0.1% 0.5 1,246 +46 4 —
☆EMXC funds › ISHARES INC TRIM — 0.3% -0.0% 0.4 4,388 -246 4 —
☆DHS funds › WISDOMTREE TR ADD — 0.3% -0.0% 0.4 3,902 +67 4 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.3% -0.0% 0.4 6,120 +139 4 —
☆ZFEB funds › INNOVATOR ETFS TRUST TRIM — 0.3% -0.1% 0.4 16,735 -2 4 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.3% +0.1% 0.4 1,320 +501 4 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 0.4 359 +36 4 —
☆DJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.4 8,213 -5 4 —
☆IGSB funds › ISHARES TR ADD — 0.2% -0.0% 0.4 7,578 +320 4 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.2% +0.1% 0.4 1,799 +1,217 3 —
☆IUSB funds › ISHARES TR TRIM — 0.2% -0.1% 0.4 8,269 -1,089 4 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 0.2% -0.0% 0.4 2,907 -56 4 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.1% 0.4 3,008 +2,867 4 —
☆ZAUG funds › INNOVATOR ETFS TRUST TRIM — 0.2% -0.1% 0.4 13,056 -379 4 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.1% 0.4 15,487 -323 4 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.2% -0.0% 0.4 3,143 +0 4 —
☆CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.4 6,878 -1 4 —
☆ZMAY funds › INNOVATOR ETFS TRUST ADD — 0.2% +0.0% 0.3 13,342 +3,845 4 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.2% -0.1% 0.3 687 -129 4 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 0.3 1,547 +128 4 —
☆TUA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.2% -0.1% 0.3 16,426 -1,682 4 —
☆HMOP funds › HARTFORD FDS EXCHANGE TRADED ADD — 0.2% -0.0% 0.3 8,529 +778 4 —
☆BILZ funds › PIMCO ETF TR ADD — 0.2% -0.0% 0.3 3,167 +394 4 —
☆IVE funds › ISHARES TR TRIM — 0.2% -0.1% 0.3 1,379 -391 4 —
☆JHMM funds › JOHN HANCOCK EXCHANGE TRADED HOLD — 0.2% -0.0% 0.3 4,115 +0 4 —
☆DAUG funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.2% -0.0% 0.3 6,544 +0 4 —
☆AEE funds › AMEREN CORP HOLD — 0.2% -0.0% 0.3 2,693 +0 4 —
☆IQDG funds › WISDOMTREE TR ADD — 0.2% -0.0% 0.3 7,048 +149 4 —
☆UAUG funds › INNOVATOR ETFS TRUST HOLD — 0.2% -0.0% 0.3 7,192 +0 4 —
☆HD funds › HOME DEPOT INC ADD — 0.2% +0.1% 0.3 858 +332 4 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% +0.1% 0.3 1,188 +533 4 —
☆IEFA funds › ISHARES TR ADD — 0.2% -0.0% 0.3 3,121 +290 4 —
☆DSEP funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.2% -0.0% 0.3 6,340 -299 4 —
☆TAXX funds › BONDBLOXX ETF TRUST NEW — 0.2% +0.2% 0.3 5,894 +5,894 1 —
☆CUSIP:02072Q853 funds › EA SERIES TRUST NEW — 0.2% +0.2% 0.3 4,818 +4,818 1 —
☆ACYS funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.2% +0.2% 0.3 13,702 +13,702 1 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.2% +0.0% 0.3 423 -95 4 —
☆MINO funds › PIMCO ETF TR ADD — 0.2% +0.0% 0.3 6,023 +2,221 3 —
☆PAUG funds › INNOVATOR ETFS TRUST TRIM — 0.2% -0.0% 0.3 5,874 -357 4 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.0% 0.3 630 +57 4 —
☆GOOG funds › ALPHABET INC ADD — 0.1% +0.0% 0.3 720 +59 4 —
☆ZJUL funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.3 8,450 +0 4 —
☆MBB funds › ISHARES TR ADD — 0.1% -0.0% 0.3 2,672 +68 4 —
☆DDEC funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.2 5,161 +0 4 —
☆SPMD funds › SPDR SERIES TRUST TRIM — 0.1% -0.1% 0.2 3,594 -1,094 4 —
☆CUSIP:45782C664 funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.2 4,367 -889 4 —
☆IJH funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 2,802 +0 4 —
☆BUFT funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.2 8,336 -3 4 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.1% +0.1% 0.2 370 +18 4 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.2 3,727 -139 4 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% +0.1% 0.2 1,638 +1,045 4 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.1% 0.2 4,051 -889 4 —
☆FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.2 3,425 -27 4 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.1% -0.0% 0.2 913 -2 3 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.1% 0.2 355 -69 4 —
☆PDEC funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 4,309 +0 3 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% +0.1% 0.2 1,324 +909 4 —
☆IEF funds › ISHARES TR ADD — 0.1% -0.0% 0.2 2,052 +322 4 —
☆FELC funds › FIDELITY COVINGTON TRUST HOLD — 0.1% -0.0% 0.2 4,628 +0 4 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% +0.0% 0.2 1,219 +284 4 —
☆MARM funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.2 5,503 -48 3 —
☆CUSIP:45784N742 funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 6,602 +0 4 —
☆MGV funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 0.2 1,133 -115 4 —
☆LCTU funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 0.2 2,308 +588 4 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.2 735 +74 4 —
☆AGG funds › ISHARES TR ADD — 0.1% +0.0% 0.2 1,826 +849 4 —
☆NJUL funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.2 2,281 -46 4 —
☆MUB funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,635 +1,635 1 —
☆TCHP funds › T ROWE PRICE EXCHANGE-TRADED HOLD — 0.1% -0.0% 0.2 3,512 +0 4 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.2 6,982 -81 4 —
☆DON funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.2 3,068 -61 4 —
☆IEMG funds › ISHARES INC TRIM — 0.1% -0.0% 0.2 2,090 -177 4 —
☆DGS funds › WISDOMTREE TR ADD — 0.1% -0.0% 0.2 2,672 +64 4 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.1% 0.2 3,254 -1,427 4 —
☆MCD funds › MCDONALDS CORP ADD — 0.1% -0.0% 0.2 633 +26 4 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.2 559 +16 4 —
☆SHOP funds › SHOPIFY INC ADD — 0.1% +0.1% 0.2 1,479 +1,248 3 —
☆DEM funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.2 3,098 -48 4 —
☆AGGY funds › WISDOMTREE TR ADD — 0.1% -0.0% 0.2 3,801 +57 4 —
☆ETN funds › EATON CORP PLC ADD — 0.1% +0.0% 0.2 386 +19 4 —
☆BLK funds › BLACKROCK INC ADD — 0.1% -0.0% 0.2 170 +26 3 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.1% -0.1% 0.2 318 +14 4 —
☆ZDEK funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 6,086 +0 4 —
☆BOCT funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 3,012 +0 3 —
☆DDFL funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.2 7,279 +0 4 —
☆GS funds › GOLDMAN SACHS GROUP INC TRIM — 0.1% -0.0% 0.2 151 -4 4 —
☆DLS funds › WISDOMTREE TR ADD — 0.1% -0.0% 0.2 1,806 +15 4 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% -0.0% 0.1 2,468 +25 4 —
☆LONZ funds › PIMCO ETF TR TRIM — 0.1% -0.0% 0.1 2,926 -610 4 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.0% 0.1 2,704 -608 4 —
☆DE funds › DEERE & CO ADD — 0.1% +0.1% 0.1 222 +152 4 —
☆DES funds › WISDOMTREE TR TRIM — 0.1% -0.0% 0.1 3,459 -91 4 —
☆GDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.1 3,487 -303 4 —
☆DAPR funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.1 3,372 -435 4 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.1 2,305 -34 4 —
☆LTPZ funds › PIMCO ETF TR TRIM — 0.1% -0.0% 0.1 2,687 -160 4 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.1% -0.0% 0.1 1,160 +264 4 —
☆CHAT funds › TIDAL TRUST II HOLD — 0.1% +0.0% 0.1 1,368 +0 4 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.1% -0.0% 0.1 1,459 +48 4 —
☆ARKQ funds › ARK ETF TR NEW — 0.1% +0.1% 0.1 1,000 +1,000 1 —
☆VTEB funds › VANGUARD MUN BD FDS NEW — 0.1% +0.1% 0.1 2,611 +2,611 1 —
☆DSI funds › ISHARES TR ADD — 0.1% +0.0% 0.1 925 +268 4 —
☆AUGM funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.1 3,748 +0 4 —
☆ZAPR funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.1 4,898 +4,898 1 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.1% +0.0% 0.1 1,500 +1,005 3 —
☆SBUX funds › STARBUCKS CORP ADD — 0.1% +0.0% 0.1 1,252 +307 4 —
☆SPYI funds › NEOS ETF TRUST TRIM — 0.1% -0.0% 0.1 2,372 -411 3 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 0.1 1,072 +497 4 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.0% 0.1 1,014 +677 4 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% +0.0% 0.1 690 +142 4 —
☆VONG funds › VANGUARD SCOTTSDALE FDS HOLD — 0.1% -0.0% 0.1 976 +0 4 —
☆AOM funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 2,469 -52 3 —
☆JANW funds › AIM ETF PRODUCTS TRUST ADD — 0.1% +0.0% 0.1 3,148 +504 2 —
☆QYLD funds › GLOBAL X FDS ADD — 0.1% -0.0% 0.1 6,564 +1 4 —
☆CUSIP:33740F136 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.1% -0.0% 0.1 3,529 -3 4 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 0.1 949 +578 4 —
☆GLW funds › CORNING INC ADD — 0.1% +0.0% 0.1 461 +80 4 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.1 1,934 +197 4 —
☆MTGP funds › WISDOMTREE TR HOLD — 0.1% -0.0% 0.1 2,652 +0 4 —
☆GWX funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.1 2,649 -99 4 —
☆JUNM funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.1 3,272 +0 4 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM — 0.1% -0.0% 0.1 1,287 -44 4 —
☆DGRW funds › WISDOMTREE TR HOLD — 0.1% -0.0% 0.1 1,195 +0 4 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.1% -0.1% 0.1 1,232 -1,386 4 —
☆MRK funds › MERCK & CO INC ADD — 0.1% +0.0% 0.1 876 +548 4 —
☆SLV funds › ISHARES SILVER TR ADD — 0.1% -0.0% 0.1 2,105 +154 4 —
☆VV funds › VANGUARD INDEX FDS HOLD — 0.1% -0.0% 0.1 325 +0 4 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% +0.0% 0.1 1,551 +652 4 —
☆IAU funds › ISHARES GOLD TR ADD — 0.1% +0.0% 0.1 1,464 +1,032 4 —
☆CLM funds › CORNERSTONE STRATEGIC INVEST TRIM — 0.1% -0.0% 0.1 14,568 -4,857 4 —
☆GNOV funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.1 2,614 +0 3 —
☆KO funds › COCA COLA CO ADD — 0.1% +0.0% 0.1 1,343 +599 4 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.1 318 +64 4 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 0.1 1,486 +75 4 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.1% -0.0% 0.1 5,085 +0 4 —
☆EAGG funds › ISHARES TR ADD — 0.1% +0.0% 0.1 2,212 +762 4 —
☆RLI funds › RLI CORP HOLD — 0.1% -0.0% 0.1 1,762 +0 3 —
☆DXYZ funds › DESTINY TECH100 INC ADD — 0.1% -0.0% 0.1 3,961 +220 2 —
☆ENB funds › ENBRIDGE INC ADD — 0.1% +0.0% 0.1 1,881 +749 3 —
☆WELL funds › WELLTOWER INC ADD — 0.1% +0.0% 0.1 447 +193 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 0.1 199 +36 4 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.1 2,372 +455 4 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 0.1 1,210 -12 4 —
☆USXF funds › ISHARES TR ADD — 0.1% +0.0% 0.1 1,431 +408 4 —
☆GFEB funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.1 2,253 +0 4 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 0.1 193 +24 4 —
☆MUNI funds › PIMCO ETF TR ADD — 0.1% -0.0% 0.1 1,879 +28 3 —
☆CUSIP:33740F771 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.1 1,933 +0 4 —
☆ZJUN funds › INNOVATOR ETFS TRUST ADD — 0.1% +0.0% 0.1 3,464 +1,527 4 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.1 473 +69 4 —
☆INTC funds › INTEL CORP ADD — 0.1% +0.0% 0.1 669 +289 4 —
☆UFEB funds › INNOVATOR ETFS TRUST HOLD — 0.1% -0.0% 0.1 2,400 +0 4 —
☆CINF funds › CINCINNATI FINL CORP HOLD — 0.1% -0.0% 0.1 500 +0 3 —
☆TFC funds › TRUIST FINL CORP ADD — 0.1% +0.0% 0.1 1,848 +1,083 4 —
☆TXN funds › TEXAS INSTRS INC ADD — 0.1% +0.0% 0.1 307 +37 4 —
☆QTUM funds › ETF SER SOLUTIONS HOLD — 0.1% +0.0% 0.1 551 +0 4 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD ADD — 0.1% +0.0% 0.1 792 +19 4 —
☆GOVT funds › ISHARES TR ADD — 0.1% -0.0% 0.1 3,994 +53 3 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.1 548 +98 4 —
☆CUSIP:33740U497 funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.1% -0.0% 0.1 2,675 +0 4 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% -0.0% 0.1 318 -6 4 —
☆SUSC funds › ISHARES TR ADD — 0.1% +0.0% 0.1 3,839 +1,203 4 —
☆CMI funds › CUMMINS INC HOLD — 0.1% +0.0% 0.1 124 +0 2 —
☆UMAY funds › INNOVATOR ETFS TRUST ADD — 0.1% +0.0% 0.1 2,314 +1,714 4 —
☆SCHG funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.1 2,579 +101 4 —
☆EW funds › EDWARDS LIFESCIENCES CORP HOLD — 0.1% -0.0% 0.1 960 +0 4 —
☆ICVT funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 696 +0 3 —
☆FDEC funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.0% -0.0% 0.1 1,542 -80 4 —
☆JAJL funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.1 2,783 -68 4 —
☆ESGD funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 799 +0 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.0% +0.0% 0.1 172 +79 4 —
☆MRSK funds › NORTHERN LIGHTS FD TR NEW — 0.0% +0.0% 0.1 2,127 +2,127 1 —
☆ONEZ funds › ELEVATION SERIES TRUST ADD — 0.0% +0.0% 0.1 2,972 +555 4 —
☆AIQ funds › GLOBAL X FDS HOLD — 0.0% +0.0% 0.1 1,210 +0 4 —
☆ESGE funds › ISHARES INC ADD — 0.0% +0.0% 0.1 1,445 +179 4 —
☆CAT funds › CATERPILLAR INC ADD — 0.0% +0.0% 0.1 73 +3 4 —
☆XLK funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.1 408 +144 4 —
☆ASML funds › ASML HLDG NV ADD — 0.0% +0.0% 0.1 39 +1 3 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.0% +0.0% 0.1 1,602 +507 4 —
☆T funds › AT&T INC ADD — 0.0% +0.0% 0.1 3,744 +1,679 4 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.0% -0.0% 0.1 879 -9 4 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% -0.0% 0.1 849 -409 4 —
☆BA funds › BOEING CO ADD — 0.0% +0.0% 0.1 352 +46 4 —
☆LOW funds › LOWES COS INC ADD — 0.0% -0.0% 0.1 344 +42 4 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.1 443 +443 1 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 0.1 253 +28 4 —
☆BOTZ funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.1 1,980 +1,000 4 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% +0.0% 0.1 439 +115 4 —
☆AOK funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,777 +0 3 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.1 945 +71 4 —
☆SCHF funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.1 2,635 +2,635 1 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 0.1 618 +300 4 —
☆XME funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 679 +0 4 —
☆RFDA funds › ALPS ETF TR ADD ETP 0.0% +0.0% 0.1 1,021 +130 4 —
☆QHY funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.1 1,564 -114 4 —
☆SDY funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.1 470 +66 4 —
☆NUE funds › NUCOR CORP ADD — 0.0% +0.0% 0.1 321 +190 4 —
☆CPAG funds › RBB FD INC NEW — 0.0% +0.0% 0.1 696 +696 1 —
☆SPG funds › SIMON PPTY GROUP INC NEW HOLD — 0.0% -0.0% 0.1 317 +0 4 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% +0.0% 0.1 168 +39 4 —
☆TLT funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 772 -3 4 —
☆ESGU funds › ISHARES TR ADD — 0.0% +0.0% 0.1 405 +118 4 —
☆BAUG funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 1,235 +0 4 —
☆SDVY funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% -0.0% 0.1 1,528 +0 4 —
☆CUSIP:45784N106 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 2,390 +0 4 —
☆GLDM funds › WORLD GOLD TR HOLD — 0.0% -0.0% 0.1 827 +0 4 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.1 804 +660 3 —
☆RAA funds › ETF OPPORTUNITIES TRUST HOLD — 0.0% -0.0% 0.1 2,190 +0 3 —
☆CERY funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.1 1,921 -67 4 —
☆XBI funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 401 +0 2 —
☆PEP funds › PEPSICO INC ADD — 0.0% -0.0% 0.1 465 +33 4 —
☆DTCR funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.1 2,073 +300 2 —
☆XMLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% -0.0% 0.1 940 +0 4 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.1 839 +0 4 —
☆QBER funds › ELEVATION SERIES TRUST TRIM — 0.0% -0.0% 0.1 2,585 -403 4 —
☆HACK funds › AMPLIFY ETF TR HOLD — 0.0% +0.0% 0.1 580 +0 4 —
☆WMT funds › WALMART INC ADD — 0.0% +0.0% 0.1 536 +220 4 —
☆BOND funds › PIMCO ETF TR ADD — 0.0% -0.0% 0.1 657 +41 3 —
☆GD funds › GENERAL DYNAMICS CORP TRIM — 0.0% -0.0% 0.1 171 -12 4 —
☆NTR funds › NUTRIEN LTD ADD — 0.0% +0.0% 0.1 960 +535 2 —
☆TMUS funds › T-MOBILE US INC ADD — 0.0% -0.0% 0.1 353 +12 4 —
☆FLRG funds › FIDELITY COVINGTON TRUST HOLD — 0.0% -0.0% 0.1 1,436 +0 4 —
☆GAPR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.1 1,384 +0 4 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.0% -0.0% 0.1 115 +16 4 —
☆AVEM funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.1 597 +0 4 —
☆GEV funds › GE VERNOVA INC TRIM — 0.0% -0.0% 0.1 49 -8 4 —
☆FOCT funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.1 1,095 +0 4 —
☆FV funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.0% +0.0% 0.1 750 +0 4 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.0% +0.0% 0.1 164 +33 4 —
☆IGV funds › ISHARES TR ADD — 0.0% +0.0% 0.1 605 +505 4 —
☆DIS funds › DISNEY WALT CO ADD — 0.0% +0.0% 0.1 563 +246 4 —
☆CUSIP:45782C649 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 1,311 +0 4 —
☆UJUL funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 1,324 +0 4 —
☆UNOV funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 1,336 +0 4 —
☆CUSIP:45784N486 funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.1 2,423 +0 4 —
☆VHT funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.1 177 +0 4 —
☆FMB funds › FIRST TR EXCH TRADED FD III ADD — 0.0% -0.0% 0.1 1,024 +115 4 —
☆UFO funds › PROCURE ETF TRUST II HOLD — 0.0% -0.0% 0.1 1,037 +0 2 —
☆EEM funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 768 +0 2 —
☆SHYG funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 1,234 +0 2 —
☆DXJ funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.1 301 +0 4 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% +0.0% 0.1 204 +101 4 —
☆OVLH funds › LISTED FDS TR HOLD — 0.0% -0.0% 0.1 1,247 +0 4 —
☆POWL funds › POWELL INDS INC ADD — 0.0% +0.0% 0.1 180 +114 4 —
☆EUSB funds › ISHARES TR ADD — 0.0% +0.0% 0.1 1,164 +401 4 —
☆USHY funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 1,366 -76 3 —
☆NOW funds › SERVICENOW INC TRIM — 0.0% -0.0% 0.1 508 -52 4 —
☆JMTG funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.1 992 +0 4 —
☆NFLX funds › NETFLIX INC. ADD — 0.0% -0.0% 0.1 703 +244 4 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% -0.0% 0.1 250 +0 4 —
☆FLRN funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.1 1,623 +0 2 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.1 652 +41 4 —
☆DMXF funds › ISHARES TR ADD — 0.0% +0.0% 0.0 589 +170 4 —
☆VRIG funds › INVESCO ACTIVELY MANAGED EXC HOLD — 0.0% -0.0% 0.0 1,974 +0 2 —
☆SOXX funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 76 +0 4 —
☆IUSG funds › ISHARES TR ADD — 0.0% +0.0% 0.0 259 +16 4 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.0 121 +26 2 —
☆GE funds › GE AEROSPACE TRIM — 0.0% -0.0% 0.0 128 -24 4 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET NEW — 0.0% +0.0% 0.0 1,070 +1,070 1 —
☆RFDI funds › FIRST TR EXCH TRADED FD III ADD — 0.0% -0.0% 0.0 546 +75 4 —
☆SHLD funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 793 +0 4 —
☆DELL funds › DELL TECHNOLOGIES INC ADD — 0.0% +0.0% 0.0 109 +9 4 —
☆ELD funds › WISDOMTREE TR TRIM — 0.0% -0.0% 0.0 1,636 -140 4 —
☆CEG funds › CONSTELLATION ENERGY CORP TRIM — 0.0% -0.0% 0.0 189 -18 3 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.0% -0.0% 0.0 799 +97 3 —
☆FNOV funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 785 +0 4 —
☆IREN funds › IREN LIMITED NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 836 +0 4 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% -0.0% 0.0 540 +450 2 —
☆PFEB funds › INNOVATOR ETFS TRUST TRIM — 0.0% -0.0% 0.0 1,036 -8 4 —
☆IWM funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 145 +0 3 —
☆XHB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 370 +0 2 —
☆SSO funds › PROSHARES TR HOLD — 0.0% +0.0% 0.0 630 +0 4 —
☆GMAY funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 0.0 986 +434 4 —
☆ANET funds › ARISTA NETWORKS INC ADD — 0.0% +0.0% 0.0 249 +50 4 —
☆MOO funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 527 +0 2 —
☆BCX funds › BLACKROCK RES & COMMODITIES NEW — 0.0% +0.0% 0.0 3,644 +3,644 1 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.0 194 +51 4 —
☆PRU funds › PRUDENTIAL FINL INC ADD — 0.0% +0.0% 0.0 365 +222 3 —
☆F funds › FORD MTR CO TRIM — 0.0% -0.0% 0.0 2,829 -601 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.0% -0.0% 0.0 42 -13 4 —
☆ORC funds › ORCHID IS CAP INC HOLD — 0.0% -0.0% 0.0 5,584 +0 4 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC ADD — 0.0% +0.0% 0.0 78 +26 4 —
☆VLO funds › VALERO ENERGY CORP TRIM — 0.0% -0.0% 0.0 147 -16 4 —
☆EMB funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 395 -3 3 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.0 242 +0 3 —
☆SYK funds › STRYKER CORPORATION ADD — 0.0% -0.0% 0.0 120 +4 4 —
☆FYX funds › FIRST TR EXCHANGE-TRADED ALP NEW — 0.0% +0.0% 0.0 260 +260 1 —
☆SBAR funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.0% -0.2% 0.0 1,460 -9,747 4 —
☆LIN funds › LINDE PLC ADD — 0.0% -0.0% 0.0 72 +8 4 —
☆SYY funds › SYSCO CORP HOLD — 0.0% -0.0% 0.0 447 +0 3 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% -0.0% 0.0 662 +5 4 —
☆QCOM funds › QUALCOMM INC ADD — 0.0% +0.0% 0.0 200 +150 3 —
☆IJR funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 249 +0 4 —
☆NTSX funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 623 +0 4 —
☆FAUG funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 637 +0 4 —
☆KR funds › KROGER CO ADD — 0.0% -0.0% 0.0 647 +101 4 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.0 767 +27 4 —
☆BSX funds › BOSTON SCIENTIFIC CORP TRIM — 0.0% -0.0% 0.0 839 -44 4 —
☆VNLA funds › JANUS DETROIT STR TR HOLD — 0.0% -0.0% 0.0 727 +0 4 —
☆AMP funds › AMERIPRISE FINL INC HOLD — 0.0% -0.0% 0.0 77 +0 2 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.0% -0.0% 0.0 103 -3 4 —
☆FNX funds › FIRST TR EXCHANGE-TRADED ALP NEW — 0.0% +0.0% 0.0 237 +237 1 —
☆IUSV funds › ISHARES TR ADD — 0.0% -0.0% 0.0 312 +31 4 —
☆ATAI funds › ATAIBECKLEY INC HOLD — 0.0% +0.0% 0.0 6,467 +0 2 —
☆CTAS funds › CINTAS CORP HOLD — 0.0% -0.0% 0.0 200 +0 4 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% -0.0% 0.0 142 +0 3 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN ADD — 0.0% -0.0% 0.0 153 +3 2 —
☆FSMB funds › FIRST TR EXCH TRADED FD III HOLD — 0.0% -0.0% 0.0 1,640 +0 4 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.0 298 +0 3 —
☆IDEV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 365 +365 1 —
☆CUSIP:46137V217 funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 500 +0 2 —
☆MAYW funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.0 924 +924 1 —
☆PHYL funds › PGIM ETF TR HOLD — 0.0% -0.0% 0.0 920 +0 3 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.0% +0.0% 0.0 44 +13 4 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 180 +0 4 —
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% -0.0% 0.0 100 +0 4 —
☆TFLO funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 626 +0 3 —
☆DHR funds › DANAHER CORP DEL ADD — 0.0% -0.0% 0.0 166 +12 3 —
☆EBAY funds › EBAY INC. ADD — 0.0% +0.0% 0.0 281 +92 3 —
☆LOUP funds › INNOVATOR ETFS TRUST HOLD — 0.0% +0.0% 0.0 315 +0 4 —
☆AEM funds › AGNICO EAGLE MINES LTD NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆O funds › REALTY INCOME CORP HOLD — 0.0% -0.0% 0.0 500 +0 4 —
☆LCTD funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 0.0 533 +154 4 —
☆QCLN funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆JNK funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 318 +0 4 —
☆PFFD funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 1,634 +0 4 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.0 1,264 +270 4 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.0 670 -660 4 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN HOLD — 0.0% -0.0% 0.0 220 +0 2 —
☆XOVR funds › ENTREPRENEURSHARES SERIES TR NEW — 0.0% +0.0% 0.0 1,418 +1,418 1 —
☆MINT funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.0 296 +0 4 —
☆KJUL funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 878 +0 4 —
☆VPU funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆IFEB funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 935 +0 4 —
☆BUFG funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 989 +0 4 —
☆QQQJ funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 632 +632 1 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.0% +0.0% 0.0 68 +30 3 —
☆FMHI funds › FIRST TR EXCH TRADED FD III HOLD — 0.0% -0.0% 0.0 582 +0 4 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.0% -0.0% 0.0 349 +0 4 —
☆DAL funds › DELTA AIR LINES INC HOLD — 0.0% +0.0% 0.0 297 +0 4 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% -0.0% 0.0 203 +2 4 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.0 124 +124 1 —
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 0.0 336 +0 3 —
☆GDX funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 362 +0 2 —
☆SNDK funds › SANDISK CORP HOLD — 0.0% +0.0% 0.0 12 +0 2 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.0 122 +122 1 —
☆CHW funds › CALAMOS GBL DYN INCOME FUND NEW — 0.0% +0.0% 0.0 2,994 +2,994 1 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 738 +96 2 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 919 +518 4 —
☆VICI funds › VICI PPTYS INC HOLD — 0.0% -0.0% 0.0 1,000 +0 3 —
☆ONEQ funds › FIDELITY COMWLTH TR HOLD — 0.0% -0.0% 0.0 254 +0 4 —
☆TIP funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 239 +0 3 —
☆CDE funds › COEUR MNG INC NEW — 0.0% +0.0% 0.0 1,602 +1,602 1 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.0 271 +0 2 —
☆BLV funds › VANGUARD BD INDEX FDS ADD — 0.0% +0.0% 0.0 373 +123 4 —
☆XLI funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.0 138 +13 4 —
☆NVS funds › NOVARTIS AG ADD — 0.0% +0.0% 0.0 163 +138 3 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I HOLD — 0.0% -0.0% 0.0 87 +0 2 —
☆CLOA funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 490 +490 1 —
☆ICOP funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 516 +0 2 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN HOLD — 0.0% -0.0% 0.0 979 +0 4 —
☆PAPR funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 600 +0 4 —
☆APH funds › AMPHENOL CORP ADD — 0.0% +0.0% 0.0 143 +82 2 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆FLOT funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 491 +0 2 —
☆DDFY funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.0 1,250 +1,250 1 —
☆UNP funds › UNION PAC CORP ADD — 0.0% -0.0% 0.0 91 +8 2 —
☆KMI funds › KINDER MORGAN INC DEL ADD — 0.0% +0.0% 0.0 768 +750 4 —
☆SNOW funds › SNOWFLAKE INC HOLD — 0.0% +0.0% 0.0 96 +0 4 —
☆BLOK funds › AMPLIFY ETF TR ADD — 0.0% +0.0% 0.0 389 +263 4 —
☆SETM funds › SPROTT FDS TR HOLD — 0.0% -0.0% 0.0 780 +0 2 —
☆OHI funds › OMEGA HEALTHCARE INVS INC HOLD — 0.0% -0.0% 0.0 500 +0 3 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.0 169 +17 4 —
☆CIEN funds › CIENA CORP HOLD — 0.0% +0.0% 0.0 48 +0 2 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC ADD — 0.0% -0.0% 0.0 687 +37 4 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.0 500 +0 4 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% +0.0% 0.0 322 +317 3 —
☆HOOD funds › ROBINHOOD MKTS INC TRIM — 0.0% -0.0% 0.0 231 -1,000 4 —
☆AVDV funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 0.0 224 +0 4 —
☆MLM funds › MARTIN MARIETTA MATLS INC HOLD — 0.0% -0.0% 0.0 40 +0 4 —
☆XSOE funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 469 +0 4 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.0% +0.0% 0.0 1,204 +820 4 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.0 293 -544 4 —
☆PULS funds › PGIM ETF TR HOLD — 0.0% -0.0% 0.0 461 +0 3 —
☆FCTE funds › ETF OPPORTUNITIES TRUST HOLD — 0.0% -0.0% 0.0 776 +0 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.0% -0.0% 0.0 666 -1,402 4 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.0% -0.0% 0.0 64 +4 4 —
☆RFFC funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 289 +0 4 —
☆RTX funds › RTX CORPORATION ADD — 0.0% -0.0% 0.0 114 +13 2 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.0% +0.0% 0.0 97 +49 4 —
☆UNM funds › UNUM GROUP HOLD — 0.0% -0.0% 0.0 241 +0 4 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.0% +0.0% 0.0 101 +33 3 —
☆USAU funds › U S GOLD CORP HOLD — 0.0% -0.0% 0.0 1,400 +0 4 —
☆ORCL funds › ORACLE CORP ADD — 0.0% +0.0% 0.0 146 +37 4 —
☆FN funds › FABRINET TRIM — 0.0% -0.0% 0.0 38 -502 3 —
☆TGT funds › TARGET CORP ADD — 0.0% +0.0% 0.0 161 +108 4 —
☆JUNW funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.0 604 +604 1 —
☆CI funds › THE CIGNA GROUP ADD — 0.0% -0.0% 0.0 75 +11 4 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.0% -0.0% 0.0 189 +2 4 —
☆COPX funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 264 +0 3 —
☆ETR funds › ENTERGY CORP NEW ADD — 0.0% +0.0% 0.0 174 +142 2 —
☆DX funds › DYNEX CAP INC HOLD — 0.0% -0.0% 0.0 1,510 +0 3 —
☆APO funds › APOLLO GLOBAL MGMT INC HOLD — 0.0% -0.0% 0.0 166 +0 4 —
☆SO funds › SOUTHERN CO ADD — 0.0% +0.0% 0.0 205 +110 2 —
☆KRP funds › KIMBELL RTY PARTNERS LP ADD — 0.0% +0.0% 0.0 1,350 +1,000 4 —
☆CCL funds › CARNIVAL CORP LTD NEW — 0.0% +0.0% 0.0 683 +683 1 —
☆PZA funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% +0.0% 0.0 824 +718 4 —
☆XMTR funds › XOMETRY INC HOLD — 0.0% +0.0% 0.0 200 +0 4 —
☆LTC funds › LTC PPTYS INC HOLD — 0.0% -0.0% 0.0 500 +0 4 —
☆IX funds › ORIX CORP HOLD — 0.0% +0.0% 0.0 500 +0 4 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT NEW — 0.0% +0.0% 0.0 443 +443 1 —
☆SCSB funds › STERLING CAP FDS HOLD — 0.0% -0.0% 0.0 750 +0 2 —
☆FEBW funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.0 526 +526 1 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.1% 0.0 156 -777 3 —
☆WFC funds › WELLS FARGO & CO ADD — 0.0% +0.0% 0.0 224 +82 4 —
☆TJX funds › TJX COS INC NEW ADD — 0.0% +0.0% 0.0 121 +60 4 —
☆NVTS funds › NAVITAS SEMICONDUCTOR CORP NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆TRIN funds › TRINITY CAP INC HOLD — 0.0% -0.0% 0.0 1,000 +0 3 —
☆RKLB funds › ROCKET LAB CORP ADD — 0.0% +0.0% 0.0 175 +44 3 —
☆WTV funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 173 +0 4 —
☆SIL funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 227 +0 2 —
☆D funds › DOMINION ENERGY INC TRIM — 0.0% -0.0% 0.0 256 -31 3 —
☆PHYS funds › SPROTT ASSET MANAGEMENT LP HOLD — 0.0% -0.0% 0.0 572 +0 3 —
☆DECW funds › AIM ETF PRODUCTS TRUST NEW — 0.0% +0.0% 0.0 477 +477 1 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% -0.0% 0.0 32 +0 3 —
☆TRP funds › TC ENERGY CORP TRIM — 0.0% -0.0% 0.0 251 -55 3 —
☆WTMF funds › WISDOMTREE TR HOLD — 0.0% -0.0% 0.0 404 +0 4 —
☆CSX funds › CSX CORP ADD — 0.0% +0.0% 0.0 346 +37 3 —
☆PPI funds › INVESTMENT MANAGERS SER TR I HOLD — 0.0% -0.0% 0.0 770 +0 4 —
☆IWR funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 148 +0 4 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% +0.0% 0.0 283 +153 4 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 0.0 209 -54 2 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 285 +0 4 —
☆BUFR funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% -0.0% 0.0 440 +0 3 —
☆GLP funds › GLOBAL PARTNERS LP HOLD — 0.0% -0.0% 0.0 345 +0 4 —

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 170 935 0.11 36% 0.019 0.185 — in
2026Q1 137 852 0.16 35% 0.019 0.125 — in
2025Q4 121 747 0.18 37% 0.024 0.085 — in
2025Q3 97 591 0.23 36% 0.022 0.050 — entered
2025Q2 81 579 0.00 43% 0.040 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