Fund Universe

← Fund Universe

☆Smartleaf Asset Management LLC

CIK 0002010393 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.619
AUM ($M)
3,076
Positions
3465
Turnover
0.06
Top-10 wt
27%
Herfindahl
0.011
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 500 of 3510 positions (showing top 500 by weight) · portfolio value $3,076M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFUS funds › DIMENSIONAL ETF TRUST HOLD — 4.9% +0.3% 151.6 1,865,705 +0 5 —
☆IVV funds › ISHARES TR HOLD — 3.4% +0.2% 105.8 142,225 +0 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST HOLD — 3.4% +0.1% 104.2 1,491,922 +0 5 —
☆AAPL funds › APPLE INC HOLD — 2.9% +0.1% 89.7 318,269 +0 5 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 2.3% +0.1% 70.8 363,229 +0 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 2.3% +0.1% 70.0 1,586,685 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 2.1% +0.0% 63.8 1,077,278 +0 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST HOLD — 1.9% -0.1% 58.5 1,083,909 +0 5 —
☆AGG funds › ISHARES TR HOLD — 1.8% -0.2% 54.8 551,062 +0 5 —
☆IEFA funds › ISHARES TR HOLD — 1.7% -0.0% 51.1 530,623 +0 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST HOLD — 1.5% +0.1% 46.7 847,220 +0 5 —
☆MSFT funds › MICROSOFT CORP HOLD — 1.4% -0.1% 42.3 114,791 +0 5 —
☆VOO funds › VANGUARD INDEX FDS HOLD — 1.3% +0.1% 40.7 59,787 +0 5 —
☆DFAI funds › DIMENSIONAL ETF TRUST HOLD — 1.3% -0.0% 40.1 975,380 +0 5 —
☆MGV funds › VANGUARD WORLD FD HOLD — 1.2% +0.0% 35.5 216,700 +0 5 —
☆AMZN funds › AMAZON COM INC HOLD — 1.1% +0.1% 34.4 143,388 +0 5 —
☆GOOGL funds › ALPHABET INC HOLD — 1.0% +0.1% 31.9 90,237 +0 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.9% -0.1% 28.8 486,707 +0 5 —
☆AVGO funds › BROADCOM INC HOLD — 0.8% +0.1% 25.5 68,462 +0 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.8% +0.1% 24.5 69,816 +0 5 —
☆BND funds › VANGUARD BD INDEX FDS HOLD — 0.8% -0.1% 23.8 322,625 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC HOLD — 0.7% +0.5% 21.5 18,787 +0 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.7% +0.0% 21.0 134,512 +0 5 —
☆DISV funds › DIMENSIONAL ETF TRUST HOLD — 0.7% -0.0% 20.7 513,430 +0 3 —
☆META funds › META PLATFORMS INC HOLD — 0.6% -0.0% 19.8 35,127 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.6% +0.0% 19.5 59,052 +0 5 —
☆AVUV funds › AMERICAN CENTY ETF TR HOLD — 0.6% +0.0% 18.7 150,051 +0 5 —
☆QGRW funds › WISDOMTREE TR HOLD — 0.6% +0.1% 18.1 277,406 +0 5 —
☆VTV funds › VANGUARD INDEX FDS HOLD — 0.6% +0.0% 17.5 79,955 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.6% -0.0% 17.2 34,715 +0 5 —
☆DGRW funds › WISDOMTREE TR HOLD — 0.6% +0.0% 17.2 180,457 +0 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.6% +0.1% 17.2 13,989 +0 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED HOLD — 0.5% +0.0% 16.2 426,687 +0 5 —
☆TSLA funds › TESLA INC HOLD — 0.5% +0.0% 15.7 38,242 +0 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.5% +0.0% 15.1 41,094 +0 5 —
☆CGDG funds › CAPITAL GROUP DIVIDEND GROWE HOLD — 0.5% -0.0% 15.1 397,851 +0 5 —
☆UCON funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.5% -0.0% 14.5 580,959 +0 3 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.5% -0.0% 14.5 56,007 +0 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST HOLD — 0.4% +0.0% 13.8 168,970 +0 5 —
☆RLY funds › SSGA ACTIVE ETF TR HOLD — 0.4% -0.1% 13.8 400,187 +0 3 —
☆CGGE funds › CAPITAL GROUP GLOBAL EQUITY HOLD — 0.4% +0.0% 13.7 394,290 +0 4 —
☆PVAL funds › PUTNAM ETF TRUST HOLD — 0.4% +0.0% 13.6 265,281 +0 4 —
☆LRCX funds › LAM RESEARCH CORP HOLD — 0.4% +0.2% 13.5 32,736 +0 5 —
☆IEMG funds › ISHARES INC HOLD — 0.4% +0.0% 13.0 159,239 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC HOLD — 0.4% +0.3% 13.0 24,103 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 0.4% -0.0% 12.8 164,517 +0 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.4% +0.2% 12.5 18,020 +0 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T HOLD — 0.4% -0.0% 12.5 455,538 +0 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS HOLD — 0.4% +0.0% 12.1 96,303 +0 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.4% +0.0% 11.9 39,554 +0 5 —
☆USRT funds › ISHARES TR HOLD — 0.4% +0.0% 11.6 171,701 +0 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF HOLD — 0.4% +0.0% 11.5 245,679 +0 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 0.4% +0.0% 11.2 157,483 +0 5 —
☆AGGY funds › WISDOMTREE TR HOLD — 0.4% -0.0% 11.0 251,297 +0 5 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.3% +0.0% 10.6 317,627 +0 5 —
☆V funds › VISA INC HOLD — 0.3% +0.0% 10.5 30,636 +0 5 —
☆NA funds › NANO LABS LTD HOLD — 0.3% -0.3% 10.4 5,655,934 +0 2 —
☆CGUS funds › CAPITAL GROUP CORE EQUITY ET HOLD — 0.3% +0.0% 10.2 230,295 +0 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT HOLD — 0.3% +0.0% 10.1 240,674 +0 5 —
☆JEPQ funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.3% +0.0% 9.7 159,537 +0 5 —
☆XNTK funds › SPDR SERIES TRUST HOLD — 0.3% +0.1% 9.5 25,072 +0 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.3% -0.1% 9.5 10,031 +0 5 —
☆CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST HOLD — 0.3% +0.0% 9.5 115,935 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.3% -0.0% 9.3 184,559 +0 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.3% +0.0% 9.3 36,739 +0 5 —
☆MBB funds › ISHARES TR HOLD — 0.3% -0.0% 9.3 97,805 +0 5 —
☆WMT funds › WALMART INC HOLD — 0.3% -0.1% 9.2 80,089 +0 5 —
☆CGCB funds › CAPITAL GRP FIXED INCM ETF T HOLD — 0.3% -0.0% 9.1 345,851 +0 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.3% -0.0% 9.1 155,582 +0 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.3% -0.1% 8.8 64,892 +0 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS HOLD — 0.3% -0.0% 8.6 183,726 +0 5 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.3% +0.0% 8.4 34,539 +0 5 —
☆CAT funds › CATERPILLAR INC HOLD — 0.3% +0.1% 8.0 7,750 +0 5 —
☆CSCO funds › CISCO SYS INC HOLD — 0.3% +0.1% 7.8 66,501 +0 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS HOLD — 0.3% -0.0% 7.8 161,077 +0 5 —
☆INTC funds › INTEL CORP HOLD — 0.3% +0.2% 7.8 59,307 +0 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.2% -0.0% 7.4 130,729 +0 5 —
☆SPYM funds › SPDR SERIES TRUST HOLD — 0.2% +0.0% 7.3 83,527 +0 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE HOLD — 0.2% +0.0% 7.1 144,629 +0 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD HOLD — 0.2% +0.0% 7.1 87,714 +0 5 —
☆SPYG funds › SPDR SERIES TRUST HOLD — 0.2% +0.0% 7.0 59,810 +0 5 —
☆USIG funds › ISHARES TR HOLD — 0.2% -0.0% 7.0 135,350 +0 5 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.2% -0.0% 6.7 13,050 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 6.3 198,416 +0 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.2% +0.0% 6.3 6,204 +0 5 —
☆CGCP funds › CAPITAL GRP FIXED INCM ETF T HOLD — 0.2% -0.0% 6.2 277,792 +0 5 —
☆PG funds › PROCTER & GAMBLE CO HOLD — 0.2% -0.0% 6.2 41,839 +0 5 —
☆IVW funds › ISHARES TR HOLD — 0.2% +0.0% 6.2 45,591 +0 5 —
☆BAC funds › BANK OF AMER CORP HOLD — 0.2% +0.0% 6.2 106,782 +0 5 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.2% -0.1% 6.0 35,557 +0 5 —
☆ASML funds › ASML HLDG NV HOLD — 0.2% +0.1% 6.0 3,176 +0 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.2% +0.0% 5.9 7,941 +0 5 —
☆MUB funds › ISHARES TR HOLD — 0.2% -0.0% 5.9 54,337 +0 5 —
☆KO funds › COCA COLA CO HOLD — 0.2% -0.0% 5.8 70,681 +0 5 —
☆FDEM funds › FIDELITY COVINGTON TRUST HOLD — 0.2% +0.0% 5.8 160,405 +0 4 —
☆VYMI funds › VANGUARD WHITEHALL FDS HOLD — 0.2% -0.0% 5.7 57,898 +0 5 —
☆HD funds › HOME DEPOT INC HOLD — 0.2% -0.0% 5.6 16,012 +0 5 —
☆DFAX funds › DIMENSIONAL ETF TRUST HOLD — 0.2% +0.0% 5.6 153,090 +0 5 —
☆GOVT funds › ISHARES TR HOLD — 0.2% -0.0% 5.5 241,957 +0 5 —
☆SPDW funds › SPDR INDEX SHS FDS HOLD — 0.2% +0.0% 5.5 109,876 +0 5 —
☆HYD funds › VANECK ETF TRUST HOLD — 0.2% -0.0% 5.5 105,664 +0 5 —
☆CGMM funds › CAPITAL GROUP EQUITY ETF TR HOLD — 0.2% +0.0% 5.4 164,361 +0 4 —
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.2% +0.0% 5.3 14,693 +0 5 —
☆WTV funds › WISDOMTREE TR HOLD — 0.2% -0.0% 5.3 51,778 +0 5 —
☆NFLX funds › NETFLIX INC. HOLD — 0.2% -0.1% 5.3 71,554 +0 5 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.2% -0.0% 5.2 19,635 +0 5 —
☆MRK funds › MERCK & CO INC HOLD — 0.2% -0.0% 5.2 40,005 +0 5 —
☆GE funds › GE AEROSPACE HOLD — 0.2% +0.0% 5.1 13,719 +0 5 —
☆VONV funds › VANGUARD SCOTTSDALE FDS HOLD — 0.2% +0.0% 5.0 47,256 +0 5 —
☆GEV funds › GE VERNOVA INC HOLD — 0.2% +0.0% 4.8 4,388 +0 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST HOLD — 0.2% -0.0% 4.8 129,994 +0 5 —
☆ETN funds › EATON CORP PLC HOLD — 0.2% +0.0% 4.8 11,728 +0 5 —
☆XSOE funds › WISDOMTREE TR HOLD — 0.2% +0.0% 4.7 98,011 +0 5 —
☆MS funds › MORGAN STANLEY HOLD — 0.2% +0.0% 4.7 22,195 +0 5 —
☆IWD funds › ISHARES TR HOLD — 0.2% +0.0% 4.6 19,067 +0 5 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.1% +0.0% 4.6 6,372 +0 5 —
☆VUG funds › VANGUARD INDEX FDS HOLD — 0.1% -0.7% 4.6 53,956 +0 5 —
☆DDWM funds › WISDOMTREE TR HOLD — 0.1% -0.0% 4.5 98,698 +0 5 —
☆COP funds › CONOCOPHILLIPS HOLD — 0.1% -0.1% 4.5 43,626 +0 5 —
☆ITA funds › ISHARES TR HOLD — 0.1% +0.0% 4.4 18,590 +0 5 —
☆RTX funds › RTX CORPORATION HOLD — 0.1% -0.0% 4.4 23,603 +0 5 —
☆VTC funds › VANGUARD SCOTTSDALE FDS HOLD — 0.1% -0.0% 4.4 57,056 +0 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.1% +0.0% 4.4 18,514 +0 5 —
☆TJX funds › TJX COS INC NEW HOLD — 0.1% -0.0% 4.4 28,824 +0 5 —
☆FLCB funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.1% -0.0% 4.4 202,559 +0 4 —
☆EFV funds › ISHARES TR HOLD — 0.1% -0.0% 4.4 56,838 +0 5 —
☆FBND funds › FIDELITY MERRIMACK STR TR HOLD — 0.1% -0.0% 4.3 95,193 +0 4 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.1% +0.0% 4.3 15,095 +0 5 —
☆IGSB funds › ISHARES TR HOLD — 0.1% -0.0% 4.3 81,788 +0 5 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 4.3 155,326 +0 5 —
☆IWB funds › ISHARES TR HOLD — 0.1% +0.0% 4.2 10,409 +0 5 —
☆DYNF funds › BLACKROCK ETF TRUST HOLD — 0.1% +0.0% 4.2 62,077 +0 5 —
☆UNH funds › UNITEDHEALTH GROUP INC HOLD — 0.1% +0.0% 4.2 9,947 +0 5 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.1% +0.0% 4.2 10,606 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.1% +0.0% 4.1 14,859 +0 5 —
☆WFC funds › WELLS FARGO & CO HOLD — 0.1% -0.0% 4.1 49,044 +0 5 —
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 0.1% -0.0% 4.1 52,839 +0 5 —
☆ORCL funds › ORACLE CORP HOLD — 0.1% -0.0% 4.1 27,417 +0 5 —
☆DIVI funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.1% -0.0% 4.1 95,223 +0 4 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.1% -0.0% 4.0 22,026 +0 5 —
☆MCD funds › MCDONALDS CORP HOLD — 0.1% -0.0% 4.0 14,962 +0 5 —
☆EFG funds › ISHARES TR HOLD — 0.1% +0.0% 4.0 32,098 +0 5 —
☆TLH funds › ISHARES TR HOLD — 0.1% -0.0% 3.9 38,631 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 0.1% -0.0% 3.9 24,503 +0 5 —
☆C funds › CITIGROUP INC HOLD — 0.1% +0.0% 3.9 27,097 +0 5 —
☆MUNI funds › PIMCO ETF TR HOLD — 0.1% -0.0% 3.8 72,541 +0 5 —
☆DGRO funds › ISHARES TR HOLD — 0.1% -0.0% 3.8 50,141 +0 5 —
☆SO funds › SOUTHERN CO HOLD — 0.1% -0.0% 3.8 38,791 +0 5 —
☆LIN funds › LINDE PLC HOLD — 0.1% -0.0% 3.7 7,283 +0 5 —
☆WDC funds › WESTERN DIGITAL CORP HOLD — 0.1% +0.1% 3.7 5,644 +0 5 —
☆IGIB funds › ISHARES TR HOLD — 0.1% -0.0% 3.7 68,383 +0 5 —
☆PRXG funds › PRAXIS FDS HOLD — 0.1% +0.0% 3.6 94,420 +0 5 —
☆ONEQ funds › FIDELITY COMWLTH TR HOLD — 0.1% +0.0% 3.6 35,529 +0 5 —
☆APH funds › AMPHENOL CORP HOLD — 0.1% +0.0% 3.6 21,373 +0 5 —
☆CGNG funds › CAPITAL GROUP NEW GEOGRAPHY HOLD — 0.1% +0.0% 3.5 95,741 +0 4 —
☆AXP funds › AMERICAN EXPRESS CO HOLD — 0.1% +0.0% 3.5 10,190 +0 5 —
☆USMC funds › PRINCIPAL EXCHANGE TRADED FD HOLD — 0.1% +0.0% 3.4 46,610 +0 5 —
☆PHYL funds › PGIM ETF TR HOLD — 0.1% -0.0% 3.4 97,623 +0 5 —
☆PRXV funds › PRAXIS FDS HOLD — 0.1% +0.0% 3.4 97,237 +0 5 —
☆FLMI funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.1% -0.0% 3.4 135,023 +0 4 —
☆SNDK funds › SANDISK CORP HOLD — 0.1% +0.1% 3.4 1,654 +0 5 —
☆AVDV funds › AMERICAN CENTY ETF TR HOLD — 0.1% -0.0% 3.3 32,366 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW HOLD — 0.1% -0.0% 3.3 25,543 +0 5 —
☆DE funds › DEERE & CO HOLD — 0.1% +0.0% 3.3 5,210 +0 5 —
☆HWM funds › HOWMET AEROSPACE INC HOLD — 0.1% +0.0% 3.2 12,071 +0 5 —
☆TOTL funds › SSGA ACTIVE ETF TR HOLD — 0.1% -0.0% 3.2 81,106 +0 5 —
☆MTUM funds › ISHARES TR HOLD — 0.1% +0.0% 3.2 9,550 +0 5 —
☆FESM funds › FIDELITY COVINGTON TRUST HOLD — 0.1% +0.0% 3.2 66,996 +0 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC HOLD — 0.1% -0.0% 3.2 27,708 +0 5 —
☆NEE funds › NEXTERA ENERGY INC HOLD — 0.1% -0.0% 3.2 36,104 +0 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC HOLD — 0.1% -0.0% 3.2 63,508 +0 5 —
☆VDC funds › VANGUARD WORLD FD HOLD — 0.1% -0.0% 3.2 13,888 +0 3 —
☆IYJ funds › ISHARES TR HOLD — 0.1% +0.0% 3.2 19,332 +0 4 —
☆SPSM funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 3.2 55,436 +0 5 —
☆T funds › AT&T INC HOLD — 0.1% -0.0% 3.2 145,491 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.1% -0.0% 3.2 6,264 +0 5 —
☆PNC funds › PNC FINL SVCS GROUP INC HOLD — 0.1% +0.0% 3.1 12,701 +0 5 —
☆SMMD funds › ISHARES TR HOLD — 0.1% +0.0% 3.1 34,205 +0 5 —
☆GLW funds › CORNING INC HOLD — 0.1% +0.0% 3.1 12,174 +0 5 —
☆IYF funds › ISHARES TR HOLD — 0.1% -0.0% 3.1 24,245 +0 5 —
☆AVUS funds › AMERICAN CENTY ETF TR HOLD — 0.1% +0.0% 3.1 24,284 +0 5 —
☆SHY funds › ISHARES TR HOLD — 0.1% -0.0% 3.0 36,999 +0 5 —
☆SRLN funds › SSGA ACTIVE ETF TR HOLD — 0.1% -0.0% 3.0 75,576 +0 5 —
☆AMGN funds › AMGEN INC HOLD — 0.1% -0.0% 3.0 8,416 +0 5 —
☆NBFC funds › NEUBERGER BERMAN ETF TRUST HOLD — 0.1% -0.0% 3.0 59,788 +0 3 —
☆QUAL funds › ISHARES TR HOLD — 0.1% +0.0% 3.0 13,880 +0 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST HOLD — 0.1% +0.0% 3.0 58,237 +0 5 —
☆IJH funds › ISHARES TR HOLD — 0.1% +0.0% 3.0 38,957 +0 5 —
☆SPYV funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 2.9 48,493 +0 5 —
☆PEP funds › PEPSICO INC HOLD — 0.1% -0.0% 2.9 21,155 +0 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.1% +0.0% 2.8 10,418 +0 5 —
☆CVS funds › CVS HEALTH CORP HOLD — 0.1% +0.0% 2.8 27,185 +0 5 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.1% +0.0% 2.8 13,885 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC HOLD — 0.1% -0.0% 2.8 63,654 +0 5 —
☆HDV funds › ISHARES TR HOLD — 0.1% -0.4% 2.8 101,266 +0 5 —
☆BLK funds › BLACKROCK INC HOLD — 0.1% -0.0% 2.8 2,944 +0 5 —
☆IYH funds › ISHARES TR HOLD — 0.1% +0.0% 2.8 41,095 +0 3 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.1% -0.0% 2.8 29,785 +0 5 —
☆IJR funds › ISHARES TR HOLD — 0.1% +0.0% 2.8 18,729 +0 5 —
☆NVS funds › NOVARTIS AG HOLD — 0.1% -0.0% 2.8 17,483 +0 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.1% +0.0% 2.7 19,244 +0 5 —
☆FTSD funds › FRANKLIN ETF TR HOLD — 0.1% -0.0% 2.7 29,442 +0 4 —
☆MO funds › ALTRIA GROUP INC HOLD — 0.1% -0.0% 2.7 35,946 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.1% +0.0% 2.6 5,821 +0 5 —
☆CB funds › CHUBB LIMITED HOLD — 0.1% -0.0% 2.6 7,703 +0 5 —
☆SYK funds › STRYKER CORPORATION HOLD — 0.1% -0.0% 2.6 7,995 +0 5 —
☆IVE funds › ISHARES TR HOLD — 0.1% -0.0% 2.6 11,611 +0 5 —
☆ANET funds › ARISTA NETWORKS INC HOLD — 0.1% +0.0% 2.6 15,968 +0 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 2.6 14,131 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.1% +0.0% 2.6 31,415 +0 5 —
☆HSBC funds › HSBC HLDGS PLC HOLD — 0.1% +0.0% 2.6 27,434 +0 5 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.1% -0.0% 2.6 20,414 +0 5 —
☆CRM funds › SALESFORCE INC HOLD — 0.1% -0.0% 2.6 16,232 +0 5 —
☆GSIE funds › GOLDMAN SACHS ETF TR HOLD — 0.1% -0.0% 2.6 56,161 +0 5 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.1% +0.0% 2.6 24,519 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC HOLD — 0.1% +0.0% 2.5 7,664 +0 5 —
☆MAR funds › MARRIOTT INTL INC NEW HOLD — 0.1% +0.0% 2.5 6,730 +0 5 —
☆AMLP funds › ALPS ETF TR HOLD ETP 0.1% -0.0% 2.5 48,752 +0 5 —
☆QCOM funds › QUALCOMM INC HOLD — 0.1% +0.0% 2.5 13,308 +0 5 —
☆IUSB funds › ISHARES TR HOLD — 0.1% -0.0% 2.5 53,653 +0 5 —
☆LOW funds › LOWES COS INC HOLD — 0.1% -0.0% 2.5 11,208 +0 5 —
☆ANGL funds › VANECK ETF TRUST HOLD — 0.1% -0.0% 2.4 83,515 +0 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC HOLD — 0.1% +0.0% 2.4 3,275 +0 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST HOLD — 0.1% +0.0% 2.4 60,374 +0 5 —
☆BSVO funds › EA SERIES TRUST HOLD — 0.1% +0.0% 2.4 81,279 +0 3 —
☆BLV funds › VANGUARD BD INDEX FDS HOLD — 0.1% -0.0% 2.4 33,838 +0 5 —
☆NEAR funds › ISHARES U S ETF TR HOLD — 0.1% -0.0% 2.4 46,443 +0 5 —
☆DIS funds › DISNEY WALT CO HOLD — 0.1% -0.0% 2.3 23,783 +0 5 —
☆PWR funds › QUANTA SVCS INC HOLD — 0.1% +0.0% 2.3 3,278 +0 5 —
☆CMI funds › CUMMINS INC HOLD — 0.1% +0.0% 2.3 3,381 +0 5 —
☆SPAB funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 2.3 90,401 +0 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.1% -0.0% 2.3 39,356 +0 5 —
☆JAAA funds › JANUS DETROIT STR TR HOLD — 0.1% -0.0% 2.3 45,337 +0 5 —
☆FLQM funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.1% -0.0% 2.3 39,461 +0 4 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC HOLD — 0.1% +0.0% 2.3 4,540 +0 5 —
☆MPC funds › MARATHON PETE CORP HOLD — 0.1% -0.0% 2.2 8,643 +0 5 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.1% -0.0% 2.2 8,252 +0 5 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.1% -0.0% 2.2 9,815 +0 5 —
☆SAN funds › BANCO SANTANDER SA HOLD — 0.1% +0.0% 2.2 160,444 +0 5 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.1% +0.0% 2.2 2,271 +0 5 —
☆DBEF funds › DBX ETF TR HOLD — 0.1% +0.0% 2.1 39,370 +0 3 —
☆NOW funds › SERVICENOW INC HOLD — 0.1% -0.0% 2.1 21,228 +0 5 —
☆FLHY funds › FRANKLIN TEMPLETON ETF TR HOLD — 0.1% -0.0% 2.1 86,856 +0 4 —
☆SCHW funds › SCHWAB CHARLES CORP HOLD — 0.1% -0.0% 2.1 23,257 +0 5 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD HOLD — 0.1% -0.0% 2.1 132,953 +0 5 —
☆ISRG funds › INTUITIVE SURGICAL INC HOLD — 0.1% -0.0% 2.1 5,155 +0 5 —
☆USFR funds › WISDOMTREE TR HOLD — 0.1% -0.0% 2.1 41,428 +0 5 —
☆SPGI funds › S&P GLOBAL INC HOLD — 0.1% -0.0% 2.0 5,007 +0 5 —
☆WMB funds › WILLIAMS COS INC HOLD — 0.1% -0.0% 2.0 27,068 +0 5 —
☆PIEQ funds › PRINCIPAL EXCHANGE TRADED FD HOLD — 0.1% -0.0% 2.0 56,979 +0 5 —
☆MUFG funds › MITSUBISHI UFJ FINANCIAL GRO HOLD — 0.1% +0.0% 2.0 100,440 +0 5 —
☆JVAL funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.1% +0.0% 2.0 34,276 +0 5 —
☆QSIG funds › WISDOMTREE TR HOLD — 0.1% -0.0% 2.0 41,304 +0 5 —
☆OVL funds › LISTED FDS TR HOLD — 0.1% +0.0% 2.0 35,611 +0 5 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II HOLD — 0.1% -0.0% 2.0 26,423 +0 5 —
☆AZN funds › ASTRAZENECA PLC HOLD — 0.1% -0.0% 2.0 10,439 +0 2 —
☆BIL funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 2.0 21,723 +0 5 —
☆SPEM funds › SPDR INDEX SHS FDS HOLD — 0.1% +0.0% 2.0 38,230 +0 5 —
☆NEM funds › NEWMONT CORP HOLD — 0.1% -0.0% 2.0 20,699 +0 5 —
☆AVDE funds › AMERICAN CENTY ETF TR HOLD — 0.1% -0.0% 2.0 21,947 +0 5 —
☆APG funds › API GROUP CORP HOLD — 0.1% -0.0% 2.0 47,609 +0 5 —
☆ECL funds › ECOLAB INC HOLD — 0.1% -0.0% 1.9 6,912 +0 5 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC HOLD — 0.1% +0.0% 1.9 5,163 +0 5 —
☆VLU funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 1.9 8,053 +0 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS HOLD — 0.1% +0.0% 1.9 15,836 +0 5 —
☆ENB funds › ENBRIDGE INC HOLD — 0.1% -0.0% 1.9 34,538 +0 5 —
☆CME funds › CME GROUP INC HOLD — 0.1% -0.0% 1.9 8,751 +0 5 —
☆USB funds › US BANCORP HOLD — 0.1% +0.0% 1.9 31,191 +0 5 —
☆EES funds › WISDOMTREE TR HOLD — 0.1% +0.0% 1.9 28,163 +0 5 —
☆IWF funds › ISHARES TR HOLD — 0.1% -0.2% 1.9 15,472 +0 5 —
☆MDT funds › MEDTRONIC PLC HOLD — 0.1% -0.0% 1.9 23,270 +0 5 —
☆DHR funds › DANAHER CORP DEL HOLD — 0.1% -0.0% 1.9 9,768 +0 5 —
☆DGCB funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 1.9 34,290 +0 5 —
☆WELL funds › WELLTOWER INC HOLD — 0.1% +0.0% 1.9 8,160 +0 5 —
☆QHY funds › WISDOMTREE TR HOLD — 0.1% -0.0% 1.9 40,485 +0 5 —
☆UBER funds › UBER TECHNOLOGIES INC HOLD — 0.1% -0.0% 1.8 24,413 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 1.8 62,801 +0 5 —
☆CSX funds › CSX CORP HOLD — 0.1% +0.0% 1.8 38,020 +0 5 —
☆PULS funds › PGIM ETF TR HOLD — 0.1% -0.0% 1.8 36,647 +0 4 —
☆SCHB funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 1.8 62,775 +0 5 —
☆SMFG funds › SUMITOMO MITSUI FIN GRP INC HOLD — 0.1% +0.0% 1.8 76,040 +0 5 —
☆FLOT funds › ISHARES TR HOLD — 0.1% -0.0% 1.8 35,301 +0 4 —
☆TMUS funds › T-MOBILE US INC HOLD — 0.1% -0.0% 1.8 10,291 +0 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.1% +0.0% 1.8 20,050 +0 5 —
☆PLD funds › PROLOGIS INC. HOLD — 0.1% -0.0% 1.8 12,776 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC HOLD — 0.1% +0.0% 1.8 6,373 +0 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL HOLD — 0.1% +0.0% 1.8 1,814 +0 5 —
☆DAL funds › DELTA AIR LINES INC HOLD — 0.1% +0.0% 1.8 18,797 +0 5 —
☆WAB funds › WABTEC HOLD — 0.1% +0.0% 1.7 6,499 +0 5 —
☆BAI funds › BLACKROCK ETF TRUST HOLD — 0.1% +0.0% 1.7 34,174 +0 5 —
☆ESGU funds › ISHARES TR HOLD — 0.1% +0.0% 1.7 10,649 +0 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 1.7 32,137 +0 5 —
☆CAI funds › CARIS LIFE SCIENCES INC HOLD — 0.1% -0.0% 1.7 94,051 +0 2 —
☆TRV funds › TRAVELERS COMPANIES INC HOLD — 0.1% +0.0% 1.7 5,188 +0 5 —
☆LQD funds › ISHARES TR HOLD — 0.1% -0.0% 1.7 15,692 +0 5 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.1% -0.0% 1.7 28,582 +0 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS HOLD — 0.1% +0.0% 1.7 5,106 +0 5 —
☆USMV funds › ISHARES TR HOLD — 0.1% -0.0% 1.7 17,804 +0 5 —
☆VTIP funds › VANGUARD MALVERN FDS HOLD — 0.1% -0.0% 1.7 34,006 +0 5 —
☆SHEL funds › SHELL PLC HOLD — 0.1% -0.0% 1.7 22,086 +0 5 —
☆ITOT funds › ISHARES TR HOLD — 0.1% +0.0% 1.7 10,398 +0 5 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA HOLD — 0.1% +0.0% 1.7 68,442 +0 5 —
☆UVSP funds › UNIVEST FINANCIAL CORPORATIO HOLD — 0.1% +0.0% 1.7 38,000 +0 5 —
☆IWN funds › ISHARES TR HOLD — 0.1% +0.0% 1.7 7,566 +0 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 1.7 39,401 +0 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS HOLD — 0.1% -0.0% 1.7 24,654 +0 5 —
☆BA funds › BOEING CO HOLD — 0.1% +0.0% 1.7 7,726 +0 5 —
☆BSCW funds › INVESCO EXCH TRD SLF IDX FD HOLD — 0.1% -0.0% 1.6 79,758 +0 3 —
☆MNST funds › MONSTER BEVERAGE CORP NEW HOLD — 0.1% +0.0% 1.6 16,773 +0 5 —
☆PYLD funds › PIMCO ETF TR HOLD — 0.1% -0.0% 1.6 61,382 +0 5 —
☆GM funds › GENERAL MTRS CO HOLD — 0.1% -0.0% 1.6 20,961 +0 5 —
☆SLB funds › SLB LIMITED HOLD — 0.1% -0.0% 1.6 34,855 +0 5 —
☆MCK funds › MCKESSON CORP HOLD — 0.1% -0.0% 1.6 2,161 +0 5 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.1% -0.0% 1.6 17,477 +0 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN HOLD — 0.1% -0.0% 1.6 13,089 +0 5 —
☆BCS funds › BARCLAYS PLC HOLD — 0.1% +0.0% 1.6 59,618 +0 5 —
☆IAGG funds › ISHARES TR HOLD — 0.1% -0.0% 1.6 31,468 +0 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 1.6 32,857 +0 5 —
☆AVEM funds › AMERICAN CENTY ETF TR HOLD — 0.1% +0.0% 1.6 16,671 +0 5 —
☆AMP funds › AMERIPRISE FINL INC HOLD — 0.1% -0.0% 1.6 3,512 +0 5 —
☆VO funds › VANGUARD INDEX FDS HOLD — 0.1% -0.1% 1.6 19,368 +0 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.1% +0.0% 1.6 4,904 +0 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.1% +0.0% 1.6 18,265 +0 5 —
☆CBRE funds › CBRE GROUP INC HOLD — 0.1% -0.0% 1.5 11,325 +0 5 —
☆HCA funds › HCA HEALTHCARE INC HOLD — 0.1% -0.0% 1.5 3,922 +0 5 —
☆CEG funds › CONSTELLATION ENERGY CORP HOLD — 0.0% -0.0% 1.5 5,901 +0 5 —
☆CI funds › THE CIGNA GROUP HOLD — 0.0% -0.0% 1.5 5,483 +0 5 —
☆HEQT funds › SIMPLIFY EXCHANGE TRADED FUN HOLD — 0.0% -0.0% 1.5 45,690 +0 5 —
☆EQIX funds › EQUINIX INC HOLD — 0.0% +0.0% 1.5 1,404 +0 5 —
☆THRO funds › BLACKROCK ETF TRUST HOLD — 0.0% +0.0% 1.5 35,531 +0 5 —
☆IWM funds › ISHARES TR HOLD — 0.0% +0.0% 1.5 5,043 +0 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN HOLD — 0.0% -0.0% 1.5 6,690 +0 5 —
☆IWO funds › ISHARES TR HOLD — 0.0% +0.0% 1.5 3,846 +0 5 —
☆AME funds › AMETEK INC HOLD — 0.0% +0.0% 1.5 6,295 +0 5 —
☆MCO funds › MOODYS CORP HOLD — 0.0% -0.0% 1.5 3,300 +0 5 —
☆FDX funds › FEDEX CORP HOLD — 0.0% -0.0% 1.5 4,551 +0 5 —
☆L funds › LOEWS CORP HOLD — 0.0% -0.0% 1.5 12,976 +0 5 —
☆IBTL funds › ISHARES TR HOLD — 0.0% -0.0% 1.5 72,236 +0 3 —
☆TFC funds › TRUIST FINL CORP HOLD — 0.0% +0.0% 1.5 28,703 +0 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC HOLD — 0.0% -0.0% 1.4 8,641 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.0% -0.0% 1.4 2,852 +0 5 —
☆PSC funds › PRINCIPAL EXCHANGE TRADED FD HOLD — 0.0% +0.0% 1.4 20,632 +0 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS HOLD — 0.0% -0.0% 1.4 15,201 +0 5 —
☆BHP funds › BHP BILLITON LIMITED HOLD — 0.0% +0.0% 1.4 17,047 +0 5 —
☆MET funds › METLIFE INC HOLD — 0.0% +0.0% 1.4 16,193 +0 5 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 1.4 3,994 +0 5 —
☆PFE funds › PFIZER INC HOLD — 0.0% -0.0% 1.4 56,738 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% +0.0% 1.4 2,628 +0 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 1.4 58,649 +0 5 —
☆BWX funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 1.4 62,479 +0 5 —
☆CMF funds › ISHARES TR HOLD — 0.0% -0.0% 1.4 23,531 +0 5 —
☆SHW funds › SHERWIN WILLIAMS CO HOLD — 0.0% -0.0% 1.4 3,930 +0 5 —
☆DBND funds › DOUBLELINE ETF TRUST HOLD — 0.0% -0.0% 1.3 29,364 +0 5 —
☆IWV funds › ISHARES TR HOLD — 0.0% +0.0% 1.3 3,164 +0 5 —
☆PGR funds › PROGRESSIVE CORP HOLD — 0.0% -0.0% 1.3 6,084 +0 5 —
☆ING funds › ING GROEP N.V. HOLD — 0.0% +0.0% 1.3 42,888 +0 5 —
☆IYK funds › ISHARES TR HOLD — 0.0% -0.0% 1.3 18,168 +0 3 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC HOLD — 0.0% +0.0% 1.3 139,392 +0 5 —
☆APP funds › APPLOVIN CORP HOLD — 0.0% +0.0% 1.3 2,666 +0 5 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC HOLD — 0.0% +0.0% 1.3 3,992 +0 5 —
☆SAP funds › SAP SE HOLD — 0.0% -0.0% 1.3 8,553 +0 5 —
☆LDUR funds › PIMCO ETF TR HOLD — 0.0% -0.0% 1.3 13,800 +0 2 —
☆TER funds › TERADYNE INC HOLD — 0.0% +0.0% 1.3 2,831 +0 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION HOLD — 0.0% -0.0% 1.3 9,258 +0 5 —
☆XTEN funds › BONDBLOXX ETF TRUST HOLD — 0.0% -0.0% 1.3 28,229 +0 5 —
☆NOC funds › NORTHROP GRUMMAN CORP HOLD — 0.0% -0.0% 1.3 2,612 +0 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST HOLD — 0.0% -0.0% 1.3 27,068 +0 5 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.0% +0.0% 1.3 2,675 +0 5 —
☆URI funds › UNITED RENTALS INC HOLD — 0.0% +0.0% 1.3 1,119 +0 5 —
☆EMXC funds › ISHARES INC HOLD — 0.0% +0.0% 1.2 12,355 +0 5 —
☆CMCSA funds › COMCAST CORP NEW HOLD — 0.0% -0.0% 1.2 51,003 +0 5 —
☆BNY funds › BANK OF NY MELLON CORP HOLD — 0.0% +0.0% 1.2 8,572 +0 5 —
☆BKR funds › BAKER HUGHES COMPANY HOLD — 0.0% -0.0% 1.2 21,860 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.0% -0.0% 1.2 3,289 +0 5 —
☆UL funds › UNILEVER PLC HOLD — 0.0% -0.0% 1.2 19,734 +0 3 —
☆GWW funds › WW GRAINGER INC HOLD — 0.0% +0.0% 1.2 878 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 1.2 7,395 +0 5 —
☆NUW funds › NUVEEN AMT-FREE MUN VALUE FD HOLD — 0.0% -0.0% 1.2 82,366 +0 5 —
☆AVSF funds › AMERICAN CENTY ETF TR HOLD — 0.0% -0.0% 1.2 25,405 +0 2 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.0% -0.0% 1.2 8,577 +0 5 —
☆BTI funds › BRITISH AMERN TOB PLC HOLD — 0.0% -0.0% 1.2 18,754 +0 5 —
☆F funds › FORD MTR CO HOLD — 0.0% +0.0% 1.2 83,884 +0 5 —
☆SCHV funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 1.2 33,844 +0 5 —
☆BX funds › BLACKSTONE INC HOLD — 0.0% -0.0% 1.2 10,164 +0 5 —
☆TGT funds › TARGET CORP HOLD — 0.0% +0.0% 1.2 8,707 +0 5 —
☆IYW funds › ISHARES TR HOLD — 0.0% +0.0% 1.2 4,731 +0 5 —
☆MLM funds › MARTIN MARIETTA MATLS INC HOLD — 0.0% -0.0% 1.2 2,003 +0 5 —
☆INTU funds › INTUIT HOLD — 0.0% -0.0% 1.2 4,366 +0 5 —
☆ROK funds › ROCKWELL AUTOMATION INC HOLD — 0.0% +0.0% 1.2 2,410 +0 5 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY HOLD — 0.0% +0.0% 1.2 2,988 +0 5 —
☆DDOG funds › DATADOG INC HOLD — 0.0% +0.0% 1.2 4,630 +0 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 1.1 29,441 +0 3 —
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.0% +0.0% 1.1 6,246 +0 5 —
☆MGC funds › VANGUARD WORLD FD HOLD — 0.0% +0.0% 1.1 4,208 +0 5 —
☆AMT funds › AMERICAN TOWER CORP HOLD — 0.0% -0.0% 1.1 6,733 +0 5 —
☆SPG funds › SIMON PPTY GROUP INC NEW HOLD — 0.0% +0.0% 1.1 4,974 +0 5 —
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.0% -0.0% 1.1 12,457 +0 5 —
☆TM funds › TOYOTA MOTOR CORP HOLD — 0.0% -0.0% 1.1 6,515 +0 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.0% -0.0% 1.1 14,627 +0 5 —
☆KRE funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 1.1 14,677 +0 3 —
☆SONY funds › SONY GROUP CORP HOLD — 0.0% -0.0% 1.1 53,512 +0 5 —
☆OEF funds › ISHARES TR HOLD — 0.0% +0.0% 1.1 2,993 +0 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% +0.0% 1.1 3,366 +0 5 —
☆OKE funds › ONEOK INC NEW HOLD — 0.0% -0.0% 1.1 12,187 +0 5 —
☆GSK funds › GSK PLC HOLD — 0.0% -0.0% 1.1 20,367 +0 5 —
☆SNPS funds › SYNOPSYS INC HOLD — 0.0% +0.0% 1.1 2,388 +0 5 —
☆HBAN funds › HUNTINGTON BANCSHARES INC HOLD — 0.0% +0.0% 1.1 59,857 +0 5 —
☆ACN funds › ACCENTURE PLC IRELAND HOLD — 0.0% -0.0% 1.0 8,399 +0 5 —
☆SCHE funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 1.0 28,937 +0 5 —
☆RIO funds › RIO TINTO PLC HOLD — 0.0% -0.0% 1.0 11,020 +0 5 —
☆TTE funds › TOTALENERGIES SE HOLD — 0.0% -0.0% 1.0 13,364 +0 3 —
☆MMM funds › 3M CO HOLD — 0.0% +0.0% 1.0 6,360 +0 5 —
☆EPI funds › WISDOMTREE TR HOLD — 0.0% -0.0% 1.0 23,977 +0 5 —
☆ADBE funds › ADOBE INC HOLD — 0.0% -0.0% 1.0 4,891 +0 5 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I HOLD — 0.0% -0.0% 1.0 3,687 +0 5 —
☆WBD funds › WARNER BROS DISCOVERY INC HOLD — 0.0% -0.0% 1.0 36,242 +0 5 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% +0.0% 1.0 7,512 +0 2 —
☆BP funds › BP PLC HOLD — 0.0% -0.0% 1.0 25,919 +0 5 —
☆CMS funds › CMS ENERGY CORP HOLD — 0.0% -0.0% 1.0 12,414 +0 5 —
☆DLR funds › DIGITAL RLTY TR INC HOLD — 0.0% -0.0% 1.0 5,068 +0 5 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% +0.0% 1.0 3,998 +0 5 —
☆CTVA funds › CORTEVA INC HOLD — 0.0% -0.0% 1.0 11,533 +0 5 —
☆MTB funds › M & T BK CORP HOLD — 0.0% +0.0% 1.0 3,995 +0 5 —
☆NGG funds › NATIONAL GRID PLC HOLD — 0.0% -0.0% 1.0 11,345 +0 5 —
☆EFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.9 9,148 +0 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP HOLD — 0.0% -0.0% 0.9 21,744 +0 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C HOLD — 0.0% +0.0% 0.9 21,256 +0 5 —
☆LYG funds › LLOYDS BANKING GROUP PLC HOLD — 0.0% +0.0% 0.9 164,084 +0 5 —
☆YLD funds › PRINCIPAL EXCHANGE TRADED FD HOLD — 0.0% -0.0% 0.9 48,882 +0 5 —
☆VRT funds › VERTIV HOLDINGS CO HOLD — 0.0% +0.0% 0.9 3,037 +0 5 —
☆PY funds › PRINCIPAL EXCHANGE TRADED FD HOLD — 0.0% -0.0% 0.9 17,237 +0 5 —
☆SCZ funds › ISHARES TR HOLD — 0.0% -0.0% 0.9 11,274 +0 5 —
☆FCX funds › FREEPORT MCMORAN INC HOLD — 0.0% +0.0% 0.9 15,059 +0 5 —
☆ADSK funds › AUTODESK INC HOLD — 0.0% -0.0% 0.9 4,726 +0 5 —
☆XEL funds › XCEL ENERGY INC HOLD — 0.0% -0.0% 0.9 11,236 +0 5 —
☆SNY funds › SANOFI SA HOLD — 0.0% -0.0% 0.9 20,715 +0 5 —
☆RSG funds › REPUBLIC SVCS INC HOLD — 0.0% -0.0% 0.9 4,177 +0 5 —
☆IWX funds › ISHARES TR HOLD — 0.0% +0.0% 0.9 8,511 +0 5 —
☆DRI funds › DARDEN RESTAURANTS INC HOLD — 0.0% -0.0% 0.9 4,303 +0 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.9 17,434 +0 5 —
☆FANG funds › DIAMONDBACK ENERGY INC HOLD — 0.0% -0.0% 0.9 4,879 +0 5 —
☆NOK funds › NOKIA CORP HOLD — 0.0% +0.0% 0.9 67,605 +0 5 —
☆UPS funds › UNITED PARCEL SVCS INC HOLD — 0.0% +0.0% 0.9 8,118 +0 5 —
☆FTNT funds › FORTINET INC HOLD — 0.0% +0.0% 0.9 5,634 +0 5 —
☆JPIE funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.9 18,958 +0 4 —
☆SRE funds › SEMPRA HOLD — 0.0% -0.0% 0.9 9,266 +0 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.9 5,444 +0 5 —
☆SCHP funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.9 32,383 +0 5 —
☆FAST funds › FASTENAL CO HOLD — 0.0% -0.0% 0.9 18,105 +0 5 —
☆TRGP funds › TARGA RES CORP HOLD — 0.0% -0.0% 0.9 3,148 +0 5 —
☆PSX funds › PHILLIPS 66 HOLD — 0.0% -0.0% 0.8 4,826 +0 5 —
☆UAL funds › UNITED AIRLS HLDGS INC HOLD — 0.0% +0.0% 0.8 6,157 +0 5 —
☆KMI funds › KINDER MORGAN INC DEL HOLD — 0.0% -0.0% 0.8 25,659 +0 5 —
☆EOG funds › EOG RES INC HOLD — 0.0% -0.0% 0.8 6,204 +0 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC HOLD — 0.0% -0.0% 0.8 1,961 +0 5 —
☆D funds › DOMINION ENERGY INC HOLD — 0.0% +0.0% 0.8 11,635 +0 5 —
☆NWG funds › NATWEST GROUP PLC HOLD — 0.0% +0.0% 0.8 45,827 +0 5 —
☆ROST funds › ROSS STORES INC HOLD — 0.0% -0.0% 0.8 3,819 +0 5 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% +0.0% 0.8 5,829 +0 3 —
☆BE funds › BLOOM ENERGY CORP HOLD — 0.0% +0.0% 0.8 2,874 +0 5 —
☆AZO funds › AUTOZONE INC HOLD — 0.0% -0.0% 0.8 250 +0 5 —
☆VOT funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.8 2,595 +0 5 —
☆EXC funds › EXELON CORP HOLD — 0.0% -0.0% 0.8 16,718 +0 5 —
☆SOXX funds › ISHARES TR HOLD — 0.0% +0.0% 0.8 1,269 +0 5 —
☆SPSK funds › TIDAL TRUST I HOLD — 0.0% -0.0% 0.8 42,867 +0 3 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.8 1,857 +0 5 —
☆CARR funds › CARRIER GLOBAL CORPORATION HOLD — 0.0% +0.0% 0.8 10,473 +0 5 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.8 2,206 +0 5 —
☆BDX funds › BECTON DICKINSON & CO HOLD — 0.0% -0.0% 0.7 4,823 +0 5 —
☆AIG funds › AMERICAN INTL GROUP INC HOLD — 0.0% -0.0% 0.7 9,937 +0 5 —
☆BLCR funds › BLACKROCK ETF TRUST HOLD — 0.0% +0.0% 0.7 14,948 +0 2 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC HOLD — 0.0% -0.0% 0.7 3,379 +0 5 —
☆CGHM funds › CAPITAL GRP FIXED INCM ETF T HOLD — 0.0% -0.0% 0.7 28,334 +0 3 —
☆MPWR funds › MONOLITHIC PWR SYS INC HOLD — 0.0% +0.0% 0.7 553 +0 5 —
☆EBAY funds › EBAY INC. HOLD — 0.0% +0.0% 0.7 6,543 +0 5 —
☆IVLU funds › ISHARES TR HOLD — 0.0% -0.0% 0.7 17,290 +0 5 —
☆VST funds › VISTRA CORP HOLD — 0.0% -0.0% 0.7 4,416 +0 5 —
☆DTE funds › DTE ENERGY CO HOLD — 0.0% -0.0% 0.7 4,634 +0 5 —
☆KEY funds › KEYCORP HOLD — 0.0% +0.0% 0.7 30,565 +0 5 —
☆DFGR funds › DIMENSIONAL ETF TRUST HOLD — 0.0% +0.0% 0.7 23,904 +0 5 —
☆DHI funds › D R HORTON INC HOLD — 0.0% +0.0% 0.7 4,264 +0 5 —
☆AFL funds › AFLAC INC HOLD Common Stock 0.0% -0.0% 0.7 5,817 +0 5 —
☆RELX funds › RELX PLC HOLD — 0.0% -0.0% 0.7 22,136 +0 5 —
☆MAIN funds › MAIN STR CAP CORP HOLD — 0.0% -0.0% 0.7 13,361 +0 5 —
☆REET funds › ISHARES TR HOLD — 0.0% +0.0% 0.7 24,521 +0 3 —
☆EDIV funds › SPDR INDEX SHS FDS HOLD — 0.0% -0.0% 0.7 16,806 +0 5 —
☆BUD funds › ANHEUSER BUSCH INBEV SA NV HOLD — 0.0% +0.0% 0.7 8,185 +0 5 —
☆CTAS funds › CINTAS CORP HOLD — 0.0% -0.0% 0.7 4,057 +0 5 —
☆PCAR funds › PACCAR INC HOLD — 0.0% -0.0% 0.7 5,731 +0 5 —
☆PREF funds › PRINCIPAL EXCHANGE TRADED FD HOLD — 0.0% -0.0% 0.7 35,653 +0 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN HOLD — 0.0% +0.0% 0.7 6,246 +0 5 —
☆FITB funds › FIFTH THIRD BANCORP HOLD — 0.0% +0.0% 0.7 11,907 +0 5 —
☆CFG funds › CITIZENS FINL GROUP INC HOLD — 0.0% +0.0% 0.7 9,572 +0 5 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP HOLD — 0.0% -0.0% 0.7 8,127 +0 5 —
☆SFLR funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.7 17,406 +0 2 —
☆IUSG funds › ISHARES TR HOLD — 0.0% +0.0% 0.7 3,571 +0 5 —
☆HOOD funds › ROBINHOOD MKTS INC HOLD — 0.0% +0.0% 0.7 6,493 +0 5 —
☆KLAC funds › KLA CORP HOLD — 0.0% -0.1% 0.7 2,362 +0 5 —
☆UBS funds › UBS GROUP AG HOLD — 0.0% +0.0% 0.7 13,286 +0 5 —
☆NET funds › CLOUDFLARE INC HOLD — 0.0% +0.0% 0.7 2,688 +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 3,076 3465 0.06 27% 0.011 0.614 — in
2026Q1 2,769 3510 0.09 26% 0.010 0.549 — in
2025Q4 2,639 3491 0.28 26% 0.010 0.155 — in
2025Q3 1,616 3003 0.14 19% 0.007 0.262 — in
2025Q2 1,135 2719 0.12 19% 0.007 0.291 — entered
2025Q1 1,036 2860 0.00 19% 0.007 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