Fund Universe

Signal Advisors Wealth, LLC

CIK 0002010926 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.396
AUM ($M)
1,908
Positions
626
Turnover
0.14
Top-10 wt
28%
Herfindahl
0.013
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 675 positions (showing top 500 by weight) · portfolio value $1,908M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPYM funds › SPDR SERIES TRUST ADD 6.3% +1.1% 121.1 1,378,359 +375,025 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 4.2% +0.5% 81.0 1,136,261 +274,541 5
ACIO funds › ETF SER SOLUTIONS ADD 3.5% +0.1% 67.0 1,453,023 +251,452 5
AAPL funds › APPLE INC ADD 2.8% +0.2% 53.7 185,414 +35,385 5
BKAG funds › BNY MELLON ETF TRUST ADD 2.3% -0.1% 44.6 1,062,469 +234,982 5
DRSK funds › ETF SER SOLUTIONS ADD 2.0% -0.1% 37.4 1,302,546 +224,962 5
MSFT funds › MICROSOFT CORP ADD 1.9% +0.1% 35.9 96,129 +25,221 5
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 1.8% +0.2% 35.2 47,193 +9,842 5
VB funds › VANGUARD INDEX FDS ADD 1.6% +0.4% 30.6 100,858 +35,603 5
GOOGL funds › ALPHABET INC ADD 1.4% +0.3% 27.6 77,154 +20,228 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 1.4% +0.1% 25.9 433,722 +84,539 5
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 1.4% +0.2% 25.8 121,187 +30,052 5
AMZN funds › AMAZON COM INC ADD 1.3% +0.1% 25.7 107,757 +22,500 5
AVGO funds › BROADCOM INC ADD 1.2% +0.7% 23.4 61,868 +38,664 5
ADME funds › ETF SER SOLUTIONS ADD 1.1% +0.1% 21.1 379,720 +70,985 5
JUCY funds › ETF SER SOLUTIONS ADD 1.1% -0.0% 21.1 959,804 +206,300 5
AMD funds › ADVANCED MICRO DEVICES INC ADD 1.1% +0.6% 20.4 35,094 +2,511 5
PSFF funds › PACER FDS TR ADD 1.1% -0.2% 20.1 585,265 +8,795 5
XLK funds › SELECT SECTOR SPDR TR ADD 1.0% +0.1% 19.7 103,378 +3,408 5
DMBS funds › DOUBLELINE ETF TRUST ADD 1.0% -0.0% 18.7 380,753 +89,130 5
JPM funds › JPMORGAN CHASE & CO ADD 1.0% +0.0% 18.4 56,358 +9,662 5
UPSD funds › ETF SER SOLUTIONS ADD 1.0% +0.2% 18.4 652,110 +208,021 5
XLSR funds › SSGA ACTIVE TR ADD 0.9% -0.0% 16.6 255,949 +31,642 5
PWR funds › QUANTA SVCS INC TRIM 0.8% -0.1% 16.0 22,207 -2,059 5
V funds › VISA INC ADD 0.8% +0.0% 15.9 46,486 +6,818 5
OSCV funds › ETF SER SOLUTIONS ADD 0.8% +0.1% 15.6 369,268 +95,864 5
XHLF funds › BONDBLOXX ETF TRUST ADD 0.8% +0.1% 15.5 308,141 +91,283 5
SPDW funds › SPDR INDEX SHS FDS TRIM 0.8% -0.2% 15.2 302,211 -4,760 5
BND funds › VANGUARD BD INDEX FDS ADD 0.7% +0.0% 14.2 193,593 +48,427 5
SPEM funds › SPDR INDEX SHS FDS ADD 0.7% +0.1% 13.7 264,017 +59,359 5
LLY funds › ELI LILLY & CO ADD 0.7% +0.2% 13.4 11,191 +2,647 5
FRDM funds › EA SERIES TRUST ADD 0.7% +0.1% 13.1 180,075 +25,559 5
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.7% -0.1% 13.1 95,793 +31,179 5
QQQM funds › INVESCO EXCH TRADED FD TR II ADD 0.7% +0.1% 12.7 42,017 +9,670 5
APH funds › AMPHENOL CORP ADD 0.7% +0.1% 12.5 71,080 +1,674 3
IDUB funds › ETF SER SOLUTIONS ADD 0.6% +0.0% 12.2 443,080 +95,214 5
DUBS funds › ETF SER SOLUTIONS ADD 0.6% +0.1% 11.7 280,461 +72,420 5
TSLA funds › TESLA INC ADD 0.6% +0.1% 11.6 27,615 +7,804 5
VTI funds › VANGUARD INDEX FDS ADD 0.6% +0.1% 11.5 31,149 +8,520 5
META funds › META PLATFORMS INC ADD 0.6% +0.1% 11.3 20,032 +6,979 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.6% +0.0% 11.0 21,941 +5,324 5
VOO funds › VANGUARD INDEX FDS ADD 0.6% +0.1% 10.9 15,879 +3,561 5
SCHP funds › SCHWAB STRATEGIC TR ADD 0.6% -0.0% 10.8 406,222 +91,508 5
WMT funds › WALMART INC ADD 0.6% -0.2% 10.6 93,247 +2,461 5
NOW funds › SERVICENOW INC ADD 0.5% -0.1% 9.9 100,077 +16,092 5
XLC funds › SELECT SECTOR SPDR TR ADD 0.5% -0.1% 9.8 91,830 +15,358 5
PGR funds › PROGRESSIVE CORP ADD 0.5% -0.0% 9.6 43,985 +6,201 5
CHE funds › CHEMED CORP NEW ADD 0.5% +0.0% 9.6 20,565 +2,056 5
IVV funds › ISHARES TR ADD 0.5% +0.1% 9.1 12,171 +3,071 5
BIL funds › SPDR SERIES TRUST TRIM 0.5% -0.2% 8.9 97,054 -15,087 5
FANG funds › DIAMONDBACK ENERGY INC TRIM 0.5% -0.3% 8.7 49,276 -4,303 5
CRWD funds › CROWDSTRIKE HLDGS INC ADD 0.5% +0.2% 8.7 11,342 +987 5
QQQ funds › INVESCO QQQ TR ADD 0.4% +0.1% 8.2 11,121 +2,355 5
VGSH funds › VANGUARD SCOTTSDALE FDS ADD 0.4% -0.1% 7.9 135,569 +6,286 5
AMT funds › AMERICAN TOWER CORP ADD 0.4% -0.1% 7.8 47,822 +3,628 4
CPRT funds › COPART INC ADD 0.4% -0.1% 7.7 273,558 +66,533 5
VXUS funds › VANGUARD STAR FDS ADD 0.4% +0.2% 7.7 90,146 +44,625 5
PG funds › PROCTER & GAMBLE CO ADD 0.4% +0.1% 7.7 52,410 +18,064 5
XLI funds › SELECT SECTOR SPDR TR ADD 0.4% +0.0% 7.5 40,257 +9,373 5
SCHD funds › SCHWAB STRATEGIC TR ADD 0.4% +0.0% 7.4 233,759 +60,654 5
JAAA funds › JANUS DETROIT STR TR TRIM 0.3% -0.1% 6.3 125,266 -9,726 5
LIN funds › LINDE PLC ADD 0.3% +0.0% 6.3 12,176 +3,787 5
JNJ funds › JOHNSON & JOHNSON ADD 0.3% +0.1% 6.1 23,993 +8,867 5
MBB funds › ISHARES TR ADD 0.3% -0.1% 6.0 63,652 +262 5
NFLX funds › NETFLIX INC. ADD 0.3% -0.1% 5.9 82,951 +22,764 5
ABBV funds › ABBVIE INC ADD 0.3% +0.1% 5.8 22,938 +11,190 5
SGOV funds › ISHARES TR ADD 0.3% -0.1% 5.8 57,208 +54 5
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 0.3% -0.0% 5.7 68,682 +13,998 5
VGLT funds › VANGUARD SCOTTSDALE FDS ADD 0.3% +0.0% 5.6 102,374 +28,449 5
SPSM funds › SPDR SERIES TRUST ADD 0.3% +0.0% 5.6 97,507 +13,278 5
PJAN funds › INNOVATOR ETFS TRUST TRIM 0.3% -0.1% 5.4 110,088 -858 3
PJUL funds › INNOVATOR ETFS TRUST TRIM 0.3% -0.1% 5.4 110,647 -1,571 3
POCT funds › INNOVATOR ETFS TRUST TRIM 0.3% -0.1% 5.4 115,886 -954 3
VMBS funds › VANGUARD SCOTTSDALE FDS ADD 0.3% -0.0% 5.4 114,480 +25,019 5
PAPR funds › INNOVATOR ETFS TRUST TRIM 0.3% -0.1% 5.3 126,529 -4,360 3
XLE funds › SELECT SECTOR SPDR TR ADD 0.3% -0.0% 5.2 98,704 +23,515 5
UBER funds › UBER TECHNOLOGIES INC ADD 0.3% -0.1% 5.2 71,760 +1,151 5
JNK funds › SPDR SERIES TRUST ADD 0.3% +0.1% 4.9 51,208 +32,473 5
GLD funds › SPDR GOLD TR ADD 0.3% -0.1% 4.9 13,338 +721 5
SPMD funds › SPDR SERIES TRUST ADD 0.3% +0.0% 4.9 72,202 +15,517 5
UNH funds › UNITEDHEALTH GROUP INC ADD 0.2% +0.1% 4.7 11,327 +1,952 5
ACEI funds › INNOVATOR ETFS TRUST ADD 0.2% -0.0% 4.7 201,606 +39,467 2
MSI funds › MOTOROLA SOLUTIONS INC ADD 0.2% -0.0% 4.6 11,191 +1,469 5
IBIT funds › ISHARES BITCOIN TRUST ETF TRIM 0.2% -0.1% 4.6 138,705 -8,375 5
HD funds › HOME DEPOT INC ADD 0.2% +0.0% 4.5 12,642 +4,324 5
CERY funds › SPDR SERIES TRUST ADD 0.2% -0.0% 4.4 130,572 +21,261 5
IEMG funds › ISHARES INC ADD 0.2% +0.0% 4.4 52,520 +14,891 5
SMLF funds › ISHARES TR ADD 0.2% +0.1% 4.3 48,174 +24,906 2
OPPJ funds › WISDOMTREE TR ADD 0.2% -0.0% 4.3 74,018 +8,625 4
UNP funds › UNION PAC CORP ADD 0.2% +0.1% 4.2 15,490 +6,509 5
DUK funds › DUKE ENERGY CORP NEW ADD 0.2% +0.1% 4.2 32,978 +17,792 5
PGF funds › INVESCO EXCHANGE TRADED FD T ADD 0.2% +0.0% 4.1 302,502 +86,558 5
ISRG funds › INTUITIVE SURGICAL INC ADD 0.2% -0.1% 4.1 10,404 +1,388 5
VUG funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 4.0 46,692 +40,068 5
CAT funds › CATERPILLAR INC ADD 0.2% +0.1% 4.0 3,745 +635 5
SFLR funds › INNOVATOR ETFS TRUST ADD 0.2% +0.0% 4.0 103,198 +28,297 5
FAPR funds › FIRST TR EXCHNG TRADED FD VI ADD 0.2% -0.0% 3.9 84,120 +14,802 5
WFC funds › WELLS FARGO & CO ADD 0.2% +0.0% 3.8 46,510 +12,360 5
URI funds › UNITED RENTALS INC ADD 0.2% +0.1% 3.7 3,295 +1,044 5
NTRS funds › NORTHERN TR CORP ADD 0.2% +0.1% 3.6 20,987 +9,610 3
NEE funds › NEXTERA ENERGY INC ADD 0.2% -0.0% 3.6 40,999 +5,933 5
PHM funds › PULTE GROUP INC ADD 0.2% +0.0% 3.6 26,183 +4,470 5
RTX funds › RTX CORPORATION ADD 0.2% +0.0% 3.6 18,889 +7,114 5
FTEC funds › FIDELITY COVINGTON TRUST ADD 0.2% +0.2% 3.4 11,798 +9,987 2
VTV funds › VANGUARD INDEX FDS ADD 0.2% -0.0% 3.4 15,391 +1,840 5
SMH funds › VANECK ETF TRUST ADD 0.2% +0.1% 3.4 5,111 +421 5
FMAY funds › FIRST TR EXCHNG TRADED FD VI ADD 0.2% +0.0% 3.3 58,790 +18,832 5
IUSB funds › ISHARES TR ADD 0.2% +0.0% 3.3 71,539 +17,261 5
TMO funds › THERMO FISHER SCIENTIFIC INC ADD 0.2% +0.0% 3.3 6,511 +1,502 5
VGT funds › VANGUARD WORLD FD ADD 0.2% +0.0% 3.2 26,887 +24,176 5
SCHW funds › SCHWAB CHARLES CORP ADD 0.2% -0.0% 3.2 34,464 +7,519 2
IWY funds › ISHARES TR TRIM 0.2% -0.0% 3.2 10,861 -553 5
TDSC funds › EXCHANGE LISTED FDS TR ADD 0.2% +0.1% 3.2 113,640 +51,430 5
SPTL funds › SPDR SERIES TRUST ADD 0.2% -0.0% 3.1 118,440 +3,185 5
JEPI funds › J P MORGAN EXCHANGE TRADED F ADD 0.2% -0.0% 3.1 54,935 +10,313 5
HPE funds › HEWLETT PACKARD ENTERPRISE C ADD 0.2% +0.1% 3.1 68,119 +21,473 2
GWX funds › SPDR INDEX SHS FDS ADD 0.2% -0.0% 3.1 70,149 +10,846 5
SYK funds › STRYKER CORPORATION ADD 0.2% -0.0% 3.1 9,740 +2,217 5
INTC funds › INTEL CORP NEW 0.2% +0.2% 3.1 21,865 +21,865 1
XLY funds › SELECT SECTOR SPDR TR ADD 0.2% +0.1% 3.0 25,945 +22,996 5
IVW funds › ISHARES TR TRIM 0.2% -0.0% 3.0 21,835 -573 5
GRID funds › FIRST TR EXCHANGE-TRADED FD ADD 0.2% +0.1% 3.0 15,602 +6,994 5
ROP funds › ROPER TECHNOLOGIES INC ADD 0.2% -0.0% 3.0 8,755 +1,918 5
SPGI funds › S&P GLOBAL INC ADD 0.2% -0.0% 2.9 7,234 +1,621 5
CTAS funds › CINTAS CORP ADD 0.2% -0.0% 2.9 17,218 +3,830 5
FELC funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.0% 2.8 67,490 +14,895 5
UTES funds › ETFIS SER TR I ADD 0.1% +0.0% 2.8 34,085 +8,305 3
LHX funds › L3HARRIS TECHNOLOGIES INC ADD 0.1% +0.0% 2.8 9,574 +3,426 5
CLSM funds › EXCHANGE LISTED FDS TR ADD 0.1% +0.0% 2.7 98,097 +22,691 2
JEPQ funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.1% 2.7 43,797 +26,796 3
AIRR funds › FIRST TR EXCHANGE TRADED FD ADD 0.1% +0.1% 2.7 20,060 +10,509 4
STIP funds › ISHARES TR ADD 0.1% -0.0% 2.7 26,135 +5,393 5
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.1% 2.7 9,450 +7,338 5
TJX funds › TJX COS INC NEW ADD 0.1% +0.0% 2.6 17,344 +7,604 5
SPYG funds › SPDR SERIES TRUST ADD 0.1% +0.1% 2.6 21,991 +10,163 5
RL funds › RALPH LAUREN CORP ADD 0.1% +0.0% 2.6 6,495 +2,036 5
QCOM funds › QUALCOMM INC ADD 0.1% +0.1% 2.6 14,101 +5,723 5
CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD 0.1% +0.1% 2.6 28,652 +15,908 2
BFRZ funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 2.6 94,548 -963 5
BR funds › BROADRIDGE FINL SOLUTIONS IN TRIM 0.1% -0.3% 2.5 18,413 -22,106 5
XLG funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% -0.0% 2.5 40,572 +1,902 5
DYNF funds › BLACKROCK ETF TRUST TRIM 0.1% -0.0% 2.5 36,428 -1,393 5
HCA funds › HCA HEALTHCARE INC ADD 0.1% +0.0% 2.4 6,142 +2,537 3
SECT funds › NORTHERN LTS FD TR IV ADD 0.1% +0.0% 2.4 33,183 +11,546 5
GOOG funds › ALPHABET INC ADD 0.1% +0.0% 2.3 6,607 +748 5
HEFA funds › ISHARES TR ADD 0.1% -0.0% 2.3 49,574 +1,447 4
VTIP funds › VANGUARD MALVERN FDS ADD 0.1% +0.0% 2.3 46,124 +13,497 5
KNGZ funds › FIRST TR EXCHANGE TRADED FD ADD 0.1% +0.0% 2.3 57,800 +11,236 5
XLP funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 2.3 27,630 +25 5
PCMM funds › BONDBLOXX ETF TRUST TRIM 0.1% -0.0% 2.3 45,875 -563 4
DFAC funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 2.3 51,218 -3,898 3
AVEM funds › AMERICAN CENTY ETF TR TRIM 0.1% -0.0% 2.2 23,175 -4,728 5
PEP funds › PEPSICO INC TRIM 0.1% -0.1% 2.2 16,400 -964 5
TGT funds › TARGET CORP ADD 0.1% +0.1% 2.2 16,722 +13,211 3
SYF funds › SYNCHRONY FINANCIAL ADD 0.1% +0.0% 2.2 28,629 +12,357 3
MRK funds › MERCK & CO INC ADD 0.1% +0.0% 2.2 16,779 +6,774 5
TXN funds › TEXAS INSTRS INC NEW 0.1% +0.1% 2.1 7,209 +7,209 1
IVE funds › ISHARES TR TRIM 0.1% -0.0% 2.1 9,385 -1,701 5
MNST funds › MONSTER BEVERAGE CORP NEW ADD 0.1% +0.0% 2.1 21,393 +9,192 2
AVUV funds › AMERICAN CENTY ETF TR TRIM 0.1% -0.0% 2.0 16,385 -770 5
SPAB funds › SPDR SERIES TRUST ADD 0.1% -0.0% 2.0 79,770 +2,399 5
FTLS funds › FIRST TR EXCH TRADED FD III ADD 0.1% -0.0% 2.0 26,944 +5,096 5
IJUL funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 2.0 54,837 -1,316 3
DIVO funds › AMPLIFY ETF TR ADD 0.1% -0.0% 2.0 42,961 +6,063 5
FISR funds › SSGA ACTIVE TR TRIM 0.1% -0.2% 2.0 76,542 -69,718 5
IOCT funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 2.0 52,801 -923 3
BOND funds › PIMCO ETF TR ADD 0.1% -0.0% 2.0 21,167 +4,606 3
IJAN funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 1.9 51,059 -850 3
CUSIP:45782C367 funds › INNOVATOR ETFS TRUST TRIM 0.1% -0.0% 1.9 58,470 -2,676 3
EJAN funds › INNOVATOR ETFS TRUST ADD 0.1% -0.0% 1.9 53,465 +2,822 3
IWX funds › ISHARES TR TRIM 0.1% -0.0% 1.9 18,227 -889 5
EJUL funds › INNOVATOR ETFS TRUST ADD 0.1% -0.0% 1.9 60,933 +3,166 3
AGG funds › ISHARES TR TRIM 0.1% -0.3% 1.9 19,164 -33,551 5
AMAT funds › APPLIED MATLS INC TRIM 0.1% -0.1% 1.9 2,595 -5,107 5
FID funds › FIRST TR EXCHANGE TRADED FD ADD 0.1% -0.0% 1.9 86,686 +17,800 5
TER funds › TERADYNE INC NEW 0.1% +0.1% 1.8 3,746 +3,746 1
CI funds › THE CIGNA GROUP ADD 0.1% +0.0% 1.8 6,541 +2,889 5
DLTR funds › DOLLAR TREE INC ADD 0.1% +0.0% 1.8 14,828 +6,483 2
QUAL funds › ISHARES TR TRIM 0.1% -0.1% 1.8 8,136 -4,105 5
HELO funds › J P MORGAN EXCHANGE TRADED F ADD 0.1% +0.0% 1.8 26,320 +16,140 2
VZ funds › VERIZON COMMUNICATIONS INC ADD 0.1% -0.0% 1.8 41,753 +5,858 5
TDSB funds › EXCHANGE LISTED FDS TR ADD 0.1% +0.0% 1.8 71,713 +36,525 5
AZO funds › AUTOZONE INC ADD 0.1% +0.0% 1.7 544 +155 2
QFLR funds › INNOVATOR ETFS TRUST ADD 0.1% +0.0% 1.7 47,552 +8,083 5
MA funds › MASTERCARD INCORPORATED ADD 0.1% -0.0% 1.7 3,354 +43 5
XLV funds › SELECT SECTOR SPDR TR TRIM 0.1% -0.4% 1.7 10,721 -35,931 5
COST funds › COSTCO WHOLESALE CORPORATION ADD 0.1% +0.0% 1.7 1,792 +770 5
DDWM funds › WISDOMTREE TR ADD 0.1% +0.0% 1.7 35,968 +7,595 5
AVLV funds › AMERICAN CENTY ETF TR TRIM 0.1% -0.0% 1.6 17,982 -210 5
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.1% -0.0% 1.6 32,084 +8,750 5
MAR funds › MARRIOTT INTL INC NEW TRIM 0.1% -0.0% 1.6 4,387 -64 3
TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD 0.1% +0.0% 1.6 3,400 +1,678 5
JSI funds › JANUS DETROIT STR TR TRIM 0.1% -0.0% 1.6 31,507 -2,087 3
SPCX funds › SPACE EXPLORATION TECHN CORP NEW 0.1% +0.1% 1.6 9,422 +9,422 1
PYLD funds › PIMCO ETF TR ADD 0.1% +0.0% 1.6 59,683 +26,454 3
EMHC funds › SPDR SERIES TRUST ADD 0.1% -0.0% 1.6 62,177 +7,062 5
SCHG funds › SCHWAB STRATEGIC TR ADD 0.1% -0.0% 1.5 45,767 +3,273 5
BSV funds › VANGUARD BD INDEX FDS ADD 0.1% -0.0% 1.5 19,762 +825 5
ICE funds › INTERCONTINENTAL EXCHANGE IN ADD 0.1% +0.0% 1.5 12,399 +5,526 5
PPA funds › INVESCO EXCHANGE TRADED FD T ADD 0.1% +0.0% 1.5 8,542 +1,828 4
CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST ADD 0.1% -0.0% 1.5 18,304 +967 3
DGRO funds › ISHARES TR ADD 0.1% -0.0% 1.5 19,767 +397 5
BKNG funds › BOOKING HOLDINGS INC NEW 0.1% +0.1% 1.5 8,399 +8,399 1
GOVT funds › ISHARES TR ADD 0.1% -0.0% 1.5 64,961 +3,612 5
EQIX funds › EQUINIX INC ADD 0.1% +0.0% 1.5 1,418 +680 2
SRLN funds › SSGA ACTIVE ETF TR ADD 0.1% -0.0% 1.5 36,659 +4,216 5
SLV funds › ISHARES SILVER TR ADD 0.1% -0.0% 1.5 27,595 +4,874 5
DELL funds › DELL TECHNOLOGIES INC ADD 0.1% +0.1% 1.5 3,402 +2,171 2
LRCX funds › LAM RESEARCH CORP ADD 0.1% +0.0% 1.5 3,363 +824 4
FJAN funds › FIRST TR EXCHNG TRADED FD VI ADD 0.1% -0.0% 1.5 26,325 +155 5
SHOP funds › SHOPIFY INC TRIM 0.1% -0.0% 1.4 12,529 -77 5
BUFF funds › INNOVATOR ETFS TRUST ADD 0.1% +0.0% 1.4 27,043 +8,139 5
CBRE funds › CBRE GROUP INC ADD 0.1% +0.0% 1.4 10,561 +5,368 2
T funds › AT&T INC ADD 0.1% -0.0% 1.4 68,538 +26,697 5
SPLB funds › SPDR SERIES TRUST TRIM 0.1% -0.0% 1.4 62,422 -7,536 3
FJUN funds › FIRST TR EXCHNG TRADED FD VI ADD 0.1% +0.0% 1.4 23,286 +5,516 5
VBR funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.4 5,682 +2,164 4
MS funds › MORGAN STANLEY TRIM 0.1% -0.0% 1.4 6,602 -268 5
OMFL funds › INVESCO EXCH TRD SLF IDX FD ADD 0.1% +0.0% 1.4 19,927 +6,717 3
GME funds › GAMESTOP CORP TRIM 0.1% -0.0% 1.4 61,618 -1,438 5
FSEP funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.1% -0.1% 1.4 24,564 -13,163 5
PRU funds › PRUDENTIAL FINL INC ADD 0.1% -0.0% 1.3 12,441 +1,621 5
VYM funds › VANGUARD WHITEHALL FDS ADD 0.1% -0.0% 1.3 8,436 +405 5
EFG funds › ISHARES TR TRIM 0.1% -0.0% 1.3 10,675 -220 5
VBK funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.3 3,611 +1,105 3
SPYV funds › SPDR SERIES TRUST ADD 0.1% +0.0% 1.3 21,668 +8,431 5
MGK funds › VANGUARD WORLD FD ADD 0.1% +0.0% 1.3 14,848 +12,753 5
TOPT funds › ISHARES TR NEW 0.1% +0.1% 1.3 39,182 +39,182 1
VTEB funds › VANGUARD MUN BD FDS ADD 0.1% +0.0% 1.3 25,349 +14,097 2
EFV funds › ISHARES TR TRIM 0.1% -0.1% 1.3 16,611 -10,382 5
GLDM funds › WORLD GOLD TR TRIM 0.1% -0.1% 1.3 15,796 -7,310 5
HGER funds › HARBOR ETF TRUST NEW 0.1% +0.1% 1.2 42,586 +42,586 1
BAC funds › BANK OF AMER CORP ADD 0.1% -0.0% 1.2 21,827 +1,116 5
FMHI funds › FIRST TR EXCH TRADED FD III HOLD 0.1% -0.0% 1.2 25,392 +0 2
IYK funds › ISHARES TR ADD 0.1% +0.0% 1.2 16,895 +4,779 4
IWF funds › ISHARES TR ADD 0.1% -0.0% 1.2 9,832 +7,341 5
ADP funds › AUTOMATIC DATA PROCESSING IN ADD 0.1% +0.0% 1.2 5,407 +1,392 5
DSEP funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.1% -0.0% 1.2 25,440 -1,017 5
VTES funds › VANGUARD WELLINGTON FD HOLD 0.1% -0.0% 1.2 11,888 +0 2
DTE funds › DTE ENERGY CO ADD 0.1% +0.0% 1.2 7,887 +3,095 3
LGRO funds › ALPS ETF TR TRIM ETP 0.1% -0.1% 1.2 27,672 -55,086 2
FBT funds › FIRST TR EXCHANGE-TRADED FD NEW 0.1% +0.1% 1.2 4,800 +4,800 1
GS funds › GOLDMAN SACHS GROUP INC ADD 0.1% +0.0% 1.2 1,159 +267 5
VHT funds › VANGUARD WORLD FD ADD 0.1% +0.0% 1.2 3,919 +1,188 5
C funds › CITIGROUP INC ADD 0.1% -0.0% 1.2 8,351 +330 5
FIDU funds › FIDELITY COVINGTON TRUST ADD 0.1% +0.0% 1.2 11,626 +8,964 4
WMB funds › WILLIAMS COS INC NEW 0.1% +0.1% 1.2 15,522 +15,522 1
IAU funds › ISHARES GOLD TR ADD 0.1% +0.0% 1.2 15,259 +9,594 5
DFAT funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 1.1 16,372 +11,036 3
SHV funds › ISHARES TR TRIM 0.1% -0.1% 1.1 10,166 -7,593 5
FDIS funds › FIDELITY COVINGTON TRUST NEW 0.1% +0.1% 1.1 10,908 +10,908 1
O funds › REALTY INCOME CORP ADD 0.1% -0.0% 1.1 18,024 +365 4
BAI funds › BLACKROCK ETF TRUST TRIM 0.1% -0.0% 1.1 21,037 -6,054 5
LMT funds › LOCKHEED MARTIN CORP ADD 0.1% -0.0% 1.1 2,163 +205 5
PANW funds › PALO ALTO NETWORKS INC ADD 0.1% +0.0% 1.1 3,188 +647 5
F funds › FORD MTR CO ADD 0.1% -0.0% 1.1 77,386 +2,118 5
MCD funds › MCDONALDS CORP ADD 0.1% -0.0% 1.1 3,979 +970 5
FIW funds › FIRST TR EXCHANGE-TRADED FD NEW 0.1% +0.1% 1.1 9,805 +9,805 1
CSCO funds › CISCO SYS INC ADD 0.1% +0.0% 1.1 9,128 +2,668 5
IMCG funds › ISHARES TR ADD 0.1% +0.0% 1.1 10,878 +1,360 5
CVX funds › CHEVRON CORPORATION ADD 0.1% +0.0% 1.1 6,437 +3,458 5
IWB funds › ISHARES TR ADD 0.1% +0.0% 1.1 2,602 +1,580 2
XSEP funds › FIRST TR EXCHNG TRADED FD VI ADD 0.1% +0.0% 1.1 23,989 +10,633 2
XLRE funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 1.1 23,907 +23,907 1
BNDX funds › VANGUARD CHARLOTTE FDS TRIM 0.1% -0.0% 1.0 21,621 -1,739 5
XLU funds › SELECT SECTOR SPDR TR ADD 0.1% +0.0% 1.0 23,084 +6,630 5
DFGX funds › DIMENSIONAL ETF TRUST ADD 0.1% +0.0% 1.0 19,485 +4,833 4
VFMV funds › VANGUARD WELLINGTON FD ADD 0.1% +0.0% 1.0 7,315 +2,664 5
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 0.1% -0.0% 1.0 17,117 +1,489 5
SPMO funds › INVESCO EXCH TRADED FD TR II ADD 0.1% +0.0% 1.0 6,220 +970 5
EIPX funds › FIRST TR EXCHANGE-TRADED FD NEW 0.1% +0.1% 1.0 32,040 +32,040 1
UTHR funds › UNITED THERAPEUTICS CORP DEL TRIM 0.1% -0.0% 1.0 1,845 -182 5
VOT funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 1.0 3,253 -138 5
CORO funds › BLACKROCK ETF TRUST ADD 0.1% +0.0% 1.0 27,187 +7,365 2
MSTR funds › STRATEGY INC ADD 0.1% -0.0% 1.0 11,430 +3,471 5
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.1% +0.0% 1.0 4,160 +1,073 5
RDVY funds › FIRST TR EXCHANGE TRADED FD TRIM 0.1% -0.0% 1.0 12,134 -284 5
KO funds › COCA COLA CO ADD 0.1% +0.0% 1.0 12,082 +6,724 5
VOE funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.0 4,940 +1,145 3
QYLD funds › GLOBAL X FDS TRIM 0.1% -0.0% 1.0 52,695 -1,424 5
TFI funds › SPDR SERIES TRUST ADD 0.1% -0.0% 1.0 21,189 +876 5
FFEB funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.1% -0.0% 1.0 15,904 -16 5
XOCT funds › FIRST TR EXCHNG TRADED FD VI NEW 0.1% +0.1% 1.0 24,469 +24,469 1
JBL funds › JABIL INC NEW 0.1% +0.1% 1.0 2,488 +2,488 1
WDC funds › WESTERN DIGITAL CORP ADD 0.0% +0.0% 0.9 1,475 +371 2
RFLR funds › INNOVATOR ETFS TRUST ADD 0.0% +0.0% 0.9 28,587 +7,498 5
XNOV funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.9 23,528 +23,528 1
SNDK funds › SANDISK CORP NEW 0.0% +0.0% 0.9 407 +407 1
SCHZ funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.9 39,653 +3,955 5
GTO funds › INVESCO ACTIVELY MANAGED EXC TRIM 0.0% -0.2% 0.9 19,530 -65,713 4
XMAR funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.9 21,414 +21,414 1
TMFC funds › RBB FD INC ADD 0.0% -0.0% 0.9 11,813 +1,185 4
FDVV funds › FIDELITY COVINGTON TRUST ADD 0.0% -0.0% 0.9 14,886 +2,138 4
GD funds › GENERAL DYNAMICS CORP ADD 0.0% -0.0% 0.9 2,511 +113 5
DFUS funds › DIMENSIONAL ETF TRUST ADD 0.0% +0.0% 0.9 10,837 +2,817 4
ANET funds › ARISTA NETWORKS INC TRIM 0.0% -0.0% 0.9 5,218 -3,761 5
NRG funds › NRG ENERGY INC ADD 0.0% +0.0% 0.9 5,980 +1,553 5
VYMI funds › VANGUARD WHITEHALL FDS ADD 0.0% -0.0% 0.9 8,816 +668 4
IWD funds › ISHARES TR ADD 0.0% -0.0% 0.9 3,549 +155 4
VSDM funds › VANGUARD MUN BD FDS HOLD 0.0% -0.0% 0.9 11,165 +0 2
MTUM funds › ISHARES TR TRIM 0.0% -0.0% 0.9 2,493 -329 5
DFIV funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.9 15,816 -72 5
VWOB funds › VANGUARD WHITEHALL FDS ADD 0.0% +0.0% 0.9 12,661 +3,632 5
ASML funds › ASML HLDG NV NEW 0.0% +0.0% 0.8 424 +424 1
FNCL funds › FIDELITY COVINGTON TRUST NEW 0.0% +0.0% 0.8 11,008 +11,008 1
RWL funds › INVESCO EXCH TRADED FD TR II ADD 0.0% +0.0% 0.8 6,492 +2,115 2
DFGR funds › DIMENSIONAL ETF TRUST ADD 0.0% -0.0% 0.8 28,484 +101 5
DFIC funds › DIMENSIONAL ETF TRUST ADD 0.0% -0.0% 0.8 22,140 +1,418 3
PFF funds › ISHARES TR ADD 0.0% +0.0% 0.8 27,051 +9,242 3
MLPX funds › GLOBAL X FDS ADD 0.0% -0.0% 0.8 11,190 +1,124 4
SCHF funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.8 29,637 +793 5
XDEC funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.8 18,984 +18,984 1
EBND funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.8 38,827 +2,678 5
ALL funds › ALLSTATE CORP ADD 0.0% -0.0% 0.8 3,378 +176 3
DSCO funds › DOUBLELINE ETF TRUST TRIM 0.0% -0.0% 0.8 31,924 -6,329 2
CUSIP:33740F516 funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.8 17,662 -857 5
IEFA funds › ISHARES TR ADD 0.0% +0.0% 0.8 8,199 +4,371 5
CUSIP:33740F615 funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.8 17,700 +17,700 1
IEF funds › ISHARES TR ADD 0.0% +0.0% 0.8 8,308 +4,030 2
QQQH funds › NEOS ETF TRUST TRIM 0.0% -0.0% 0.8 14,062 -1,608 5
IWS funds › ISHARES TR TRIM 0.0% -0.0% 0.8 4,770 -293 5
AVDV funds › AMERICAN CENTY ETF TR TRIM 0.0% -0.0% 0.8 7,608 -50 5
GOVI funds › INVESCO EXCH TRADED FD TR II ADD 0.0% +0.0% 0.8 28,705 +7,922 4
FHLC funds › FIDELITY COVINGTON TRUST NEW 0.0% +0.0% 0.8 10,059 +10,059 1
IWM funds › ISHARES TR ADD 0.0% -0.0% 0.8 2,572 +91 5
STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW 0.0% +0.0% 0.8 798 +798 1
BLCR funds › BLACKROCK ETF TRUST ADD 0.0% +0.0% 0.8 15,238 +1,887 2
HLT funds › HILTON WORLDWIDE HLDGS INC ADD 0.0% +0.0% 0.8 2,322 +1,358 3
VNQ funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.8 7,946 +1,665 3
SHY funds › ISHARES TR ADD 0.0% +0.0% 0.8 9,312 +6,073 2
CWB funds › SPDR SERIES TRUST ADD 0.0% +0.0% 0.8 7,089 +1,096 4
GEV funds › GE VERNOVA INC ADD 0.0% +0.0% 0.8 644 +245 5
FIX funds › COMFORT SYS USA INC NEW 0.0% +0.0% 0.8 380 +380 1
GMAY funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.7 17,404 +17,404 1
ACWX funds › ISHARES TR ADD 0.0% +0.0% 0.7 9,822 +1,750 2
CUSIP:33740U711 funds › FIRST TR EXCHNG TRADED FD VI NEW 0.0% +0.0% 0.7 18,166 +18,166 1
MO funds › ALTRIA GROUP INC TRIM 0.0% -0.1% 0.7 10,326 -15,238 5
GJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.7 18,031 -2,792 2
INTL funds › NORTHERN LTS FD TR IV ADD 0.0% +0.0% 0.7 24,259 +14,231 2
AMGN funds › AMGEN INC TRIM 0.0% -0.0% 0.7 2,041 -34 5
OKE funds › ONEOK INC NEW ADD 0.0% -0.0% 0.7 8,498 +77 3
USMV funds › ISHARES TR TRIM 0.0% -0.0% 0.7 7,649 -8 5
WBD funds › WARNER BROS DISCOVERY INC TRIM 0.0% -0.0% 0.7 27,655 -1,870 5
CB funds › CHUBB LIMITED TRIM 0.0% -0.0% 0.7 2,115 -844 5
IMFL funds › INVESCO EXCH TRD SLF IDX FD ADD 0.0% +0.0% 0.7 20,882 +6,465 3
VT funds › VANGUARD INTL EQUITY INDEX F ADD 0.0% +0.0% 0.7 4,529 +1,856 5
KMI funds › KINDER MORGAN INC DEL ADD 0.0% -0.0% 0.7 22,173 +2,154 2
PAVE funds › GLOBAL X FDS ADD 0.0% +0.0% 0.7 11,848 +3,442 4
MISL funds › FIRST TR EXCHANGE-TRADED FD NEW 0.0% +0.0% 0.7 15,096 +15,096 1
MPLX funds › MPLX LP ADD 0.0% -0.0% 0.7 12,197 +753 2
IJR funds › ISHARES TR ADD 0.0% +0.0% 0.7 4,535 +2,869 5
IAUM funds › ISHARES GOLD TRUST MICRO TRIM 0.0% -0.0% 0.7 16,799 -812 5
YUM funds › YUM BRANDS INC ADD 0.0% +0.0% 0.7 4,146 +2,409 5
XMMO funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.7 3,891 +1,751 4
IXUS funds › ISHARES TR ADD 0.0% -0.0% 0.7 6,923 +586 5
IFLR funds › INNOVATOR ETFS TRUST NEW 0.0% +0.0% 0.7 12,388 +12,388 1
MPC funds › MARATHON PETE CORP ADD 0.0% -0.0% 0.7 2,548 +71 2
CPRY funds › CALAMOS ETF TR TRIM 0.0% -0.0% 0.7 23,248 -1,009 5
IYW funds › ISHARES TR TRIM 0.0% +0.0% 0.6 2,569 -37 5
FTSM funds › FIRST TR EXCHANGE-TRADED FD TRIM 0.0% -0.0% 0.6 10,832 -4,183 5
IYY funds › ISHARES TR ADD 0.0% -0.0% 0.6 3,529 +16 4
IAI funds › ISHARES TR TRIM 0.0% -0.0% 0.6 3,637 -182 4
DTM funds › DT MIDSTREAM INC ADD 0.0% +0.0% 0.6 4,302 +1,925 3
PM funds › PHILIP MORRIS INTL INC ADD 0.0% +0.0% 0.6 3,484 +1,276 5
JBBB funds › JANUS DETROIT STR TR TRIM 0.0% -0.0% 0.6 13,304 -1,219 3
GE funds › GE AEROSPACE ADD 0.0% +0.0% 0.6 1,672 +607 5
NOBL funds › PROSHARES TR ADD 0.0% +0.0% 0.6 11,096 +7,365 4
RF funds › REGIONS FINANCIAL CORP NEW ADD 0.0% -0.0% 0.6 20,486 +54 3
IALT funds › BLACKROCK ETF TRUST NEW 0.0% +0.0% 0.6 21,868 +21,868 1
VRT funds › VERTIV HOLDINGS CO NEW 0.0% +0.0% 0.6 1,814 +1,814 1
SDY funds › SPDR SERIES TRUST TRIM 0.0% -0.0% 0.6 3,988 -1,213 4
SO funds › SOUTHERN CO ADD 0.0% +0.0% 0.6 6,317 +2,859 5
THRO funds › BLACKROCK ETF TRUST TRIM 0.0% -0.0% 0.6 14,017 -8,455 5
VLO funds › VALERO ENERGY CORP ADD 0.0% +0.0% 0.6 2,319 +991 2
ARM funds › ARM HOLDINGS PLC TRIM 0.0% +0.0% 0.6 1,699 -456 5
BIV funds › VANGUARD BD INDEX FDS TRIM 0.0% -0.0% 0.6 7,848 -7,204 5
JIRE funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.1% 0.6 7,268 -17,738 2
CMI funds › CUMMINS INC NEW 0.0% +0.0% 0.6 838 +838 1
EPD funds › ENTERPRISE PRODS PARTNERS L TRIM 0.0% -0.1% 0.6 16,090 -31,769 4
USFR funds › WISDOMTREE TR ADD 0.0% +0.0% 0.6 11,658 +6,321 2
CPNQ funds › CALAMOS ETF TR TRIM 0.0% -0.0% 0.6 21,378 -5,340 5
BUFD funds › FIRST TR EXCHNG TRADED FD VI ADD 0.0% +0.0% 0.6 19,681 +5,378 3
SOXX funds › ISHARES TR HOLD 0.0% +0.0% 0.6 912 +0 3
XLF funds › SELECT SECTOR SPDR TR TRIM 0.0% -0.2% 0.6 10,870 -43,336 5
VFMO funds › VANGUARD WELLINGTON FD TRIM 0.0% -0.0% 0.6 2,322 -621 4
SMTH funds › ALPS ETF TR TRIM ETP 0.0% -0.1% 0.6 22,444 -34,233 2
COWZ funds › PACER FDS TR TRIM 0.0% -0.0% 0.6 9,260 -7,167 2
VLUE funds › ISHARES TR NEW 0.0% +0.0% 0.6 2,812 +2,812 1
HYD funds › VANECK ETF TRUST NEW 0.0% +0.0% 0.6 10,883 +10,883 1
ET funds › ENERGY TRANSFER L P TRIM 0.0% -0.0% 0.6 28,882 -11,626 2
SCHA funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.6 15,260 -2,047 5
PH funds › PARKER-HANNIFIN CORP ADD 0.0% -0.0% 0.6 564 +71 5
DFUV funds › DIMENSIONAL ETF TRUST NEW 0.0% +0.0% 0.5 9,985 +9,985 1
DFAX funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.5 14,906 -603 4
SHW funds › SHERWIN WILLIAMS CO TRIM 0.0% -0.0% 0.5 1,587 -23 5
HDV funds › ISHARES TR ADD 0.0% +0.0% 0.5 19,930 +17,662 2
DGRW funds › WISDOMTREE TR ADD 0.0% -0.0% 0.5 5,703 +942 5
EME funds › EMCOR GROUP INC ADD 0.0% -0.0% 0.5 655 +4 4
ORCL funds › ORACLE CORP TRIM 0.0% -0.0% 0.5 3,707 -2,169 5
DJUN funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.1% 0.5 10,945 -16,479 5
PSI funds › INVESCO EXCHANGE TRADED FD T TRIM 0.0% +0.0% 0.5 2,870 -127 3
CUSIP:33740F839 funds › FIRST TR EXCHNG TRADED FD VI ADD 0.0% -0.0% 0.5 10,411 +18 5
RSPT funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.5 8,237 +3,440 2
THC funds › TENET HEALTHCARE CORP ADD 0.0% -0.0% 0.5 2,838 +584 4
SBAR funds › SIMPLIFY EXCHANGE TRADED FUN NEW 0.0% +0.0% 0.5 20,629 +20,629 1
KEY funds › KEYCORP ADD 0.0% -0.0% 0.5 22,826 +115 5
STLD funds › STEEL DYNAMICS INC TRIM 0.0% -0.0% 0.5 2,283 -8 5
FAUG funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.5 9,227 -330 5
SCHO funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.5 21,308 +3,775 2
AZN funds › ASTRAZENECA PLC ADD 0.0% -0.0% 0.5 2,706 +245 2
FOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.5 9,787 -12,945 3
DVN funds › DEVON ENERGY CORP NEW TRIM 0.0% -0.0% 0.5 12,343 -1,334 5
QTUM funds › ETF SER SOLUTIONS NEW 0.0% +0.0% 0.5 3,076 +3,076 1
FTXL funds › FIRST TR EXCHANGE TRADED FD TRIM 0.0% +0.0% 0.5 1,753 -550 3
DOCT funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.5 10,632 -303 5
IRM funds › IRON MTN INC DEL ADD 0.0% -0.0% 0.5 3,907 +172 4
XSMO funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.5 5,259 +1,787 4
EMBX funds › VANECK FDS TRIM 0.0% -0.0% 0.5 9,549 -1,910 3
CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD 0.0% +0.0% 0.5 9,929 +2,996 3
SCHR funds › SCHWAB STRATEGIC TR ADD 0.0% -0.0% 0.5 19,812 +2,485 2
DRI funds › DARDEN RESTAURANTS INC TRIM 0.0% -0.0% 0.5 2,365 -126 3
HYG funds › ISHARES TR NEW 0.0% +0.0% 0.5 6,080 +6,080 1
DIS funds › DISNEY WALT CO ADD 0.0% -0.0% 0.5 5,050 +532 5
TIPX funds › SPDR SERIES TRUST ADD 0.0% -0.0% 0.5 25,631 +2,623 5
MRVL funds › MARVELL TECHNOLOGY INC NEW 0.0% +0.0% 0.5 1,610 +1,610 1
IWP funds › ISHARES TR TRIM 0.0% -0.0% 0.5 3,272 -58 5
XMHQ funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.5 4,220 +1,652 4
UAPR funds › INNOVATOR ETFS TRUST HOLD 0.0% -0.0% 0.5 13,354 +0 5
PSX funds › PHILLIPS 66 ADD 0.0% +0.0% 0.5 2,764 +1,243 2
CNAV funds › COLLABORATIVE INVESTMNT SER HOLD 0.0% +0.0% 0.5 9,731 +0 3
VONG funds › VANGUARD SCOTTSDALE FDS NEW 0.0% +0.0% 0.5 3,591 +3,591 1
RWR funds › SPDR SERIES TRUST NEW 0.0% +0.0% 0.5 4,056 +4,056 1
SGOL funds › ETFS GOLD TR ADD 0.0% -0.0% 0.5 11,835 +484 2
SCHB funds › SCHWAB STRATEGIC TR NEW 0.0% +0.0% 0.5 15,604 +15,604 1
BMY funds › BRISTOL-MYERS SQUIBB CO TRIM 0.0% -0.0% 0.5 7,813 -39 5
COP funds › CONOCOPHILLIPS ADD 0.0% +0.0% 0.4 4,326 +2,317 2
JCI funds › JOHNSON CONTROLS INTERNATION ADD 0.0% +0.0% 0.4 3,047 +1,123 2
XTEN funds › BONDBLOXX ETF TRUST TRIM 0.0% -0.0% 0.4 9,713 -4,346 5
BLV funds › VANGUARD BD INDEX FDS ADD 0.0% -0.0% 0.4 6,389 +245 5
VCR funds › VANGUARD WORLD FD ADD 0.0% -0.0% 0.4 1,108 +62 5
IEUR funds › ISHARES TR ADD 0.0% +0.0% 0.4 5,845 +1,300 2
SCHM funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.4 11,879 -393 5
TLH funds › ISHARES TR TRIM 0.0% -0.0% 0.4 4,364 -1,031 5
LNG funds › CHENIERE ENERGY INC ADD 0.0% -0.0% 0.4 1,831 +334 5
JANW funds › AIM ETF PRODUCTS TRUST TRIM 0.0% -0.0% 0.4 11,269 -1,436 5
RDDT funds › REDDIT INC TRIM 0.0% -0.0% 0.4 2,505 -2,157 5
TLT funds › ISHARES TR TRIM 0.0% -0.0% 0.4 5,025 -107 5
DTD funds › WISDOMTREE TR ADD 0.0% -0.0% 0.4 4,655 +456 5
DFEM funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.4 10,665 -514 3
GLW funds › CORNING INC TRIM 0.0% -0.0% 0.4 1,686 -3,943 2
AGNC funds › AGNC INVT CORP ADD REIT 0.0% -0.0% 0.4 39,414 +1,244 4
SNOW funds › SNOWFLAKE INC TRIM 0.0% +0.0% 0.4 1,684 -283 5
OEF funds › ISHARES TR ADD 0.0% -0.0% 0.4 1,143 +94 5
SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD 0.0% +0.0% 0.4 4,627 +1,393 2
DBA funds › INVESCO DB MULTI-SECTOR COMM HOLD 0.0% -0.0% 0.4 15,632 +0 5
BKR funds › BAKER HUGHES COMPANY TRIM 0.0% -0.0% 0.4 7,470 -357 4
BALT funds › INNOVATOR ETFS TRUST ADD 0.0% +0.0% 0.4 11,836 +2,591 5
FNOV funds › FIRST TR EXCHNG TRADED FD VI TRIM 0.0% -0.0% 0.4 6,927 -11,735 5
BAPR funds › INNOVATOR ETFS TRUST TRIM 0.0% -0.0% 0.4 7,571 -61 5
TEL funds › TE CONNECTIVITY PLC ADD 0.0% -0.0% 0.4 1,983 +159 2
IJH funds › ISHARES TR ADD 0.0% +0.0% 0.4 5,178 +862 5
RIVN funds › RIVIAN AUTOMOTIVE INC TRIM 0.0% -0.0% 0.4 23,006 -1 2
AUSF funds › GLOBAL X FDS TRIM 0.0% -0.0% 0.4 8,158 -764 4
HTUS funds › CAPITOL SER TR ADD 0.0% -0.0% 0.4 9,042 +159 3
USIG funds › ISHARES TR ADD 0.0% -0.0% 0.4 7,677 +951 5
ELV funds › ELEVANCE HEALTH INC FORMERLY ADD 0.0% +0.0% 0.4 1,008 +119 5
JAJL funds › INNOVATOR ETFS TRUST NEW 0.0% +0.0% 0.4 12,919 +12,919 1
FTAI funds › FTAI AVIATION LTD ADD 0.0% -0.0% 0.4 1,421 +2 5
FLOT funds › ISHARES TR NEW 0.0% +0.0% 0.4 7,516 +7,516 1
SHLD funds › GLOBAL X FDS ADD 0.0% -0.0% 0.4 6,331 +1,500 5
CEG funds › CONSTELLATION ENERGY CORP ADD 0.0% -0.0% 0.4 1,502 +256 5
HUM funds › HUMANA INC NEW 0.0% +0.0% 0.4 938 +938 1
VV funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.4 1,081 +167 4
DFAI funds › DIMENSIONAL ETF TRUST NEW 0.0% +0.0% 0.4 8,980 +8,980 1
EFA funds › ISHARES TR ADD 0.0% -0.0% 0.4 3,564 +332 5
BUFR funds › FIRST TR EXCHNG TRADED FD VI ADD 0.0% -0.0% 0.4 10,099 +305 3
COM funds › DIREXION SHARES ETF TRUST TRIM 0.0% -0.0% 0.4 11,207 -8,859 4
SPYI funds › NEOS ETF TRUST TRIM 0.0% -0.0% 0.4 6,866 -32 5
PMBS funds › PIMCO ETF TR ADD 0.0% -0.0% 0.4 7,297 +289 2
OXY funds › OCCIDENTAL PETE CORP ADD 0.0% -0.0% 0.4 7,405 +2,058 2
TQQQ funds › PROSHARES TR NEW 0.0% +0.0% 0.4 4,427 +4,427 1
JMEE funds › J P MORGAN EXCHANGE TRADED F ADD 0.0% +0.0% 0.4 4,585 +1,275 2
MOAT funds › VANECK ETF TRUST TRIM 0.0% -0.1% 0.4 3,438 -8,856 2
NMZ funds › NUVEEN MUN HIGH INCOME OPPOR ADD 0.0% +0.0% 0.4 33,752 +11,054 2
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 0.0% -0.1% 0.4 6,999 -19,453 5
COF funds › CAPITAL ONE FINL CORP ADD 0.0% +0.0% 0.4 1,752 +331 3
ABT funds › ABBOTT LABORATORIES TRIM 0.0% -0.0% 0.4 3,871 -357 5
BYLD funds › ISHARES TR NEW 0.0% +0.0% 0.3 15,369 +15,369 1
GILD funds › GILEAD SCIENCES INC ADD 0.0% -0.0% 0.3 2,752 +315 2
MPWR funds › MONOLITHIC PWR SYS INC ADD 0.0% +0.0% 0.3 251 +62 2
NOC funds › NORTHROP GRUMMAN CORP TRIM 0.0% -0.0% 0.3 681 -485 4
CUSIP:12811T795 funds › CALAMOS ETF TR TRIM 0.0% -0.0% 0.3 12,827 -1,038 5
VTWO funds › VANGUARD SCOTTSDALE FDS TRIM 0.0% -0.0% 0.3 2,800 -56 5
FOXA funds › FOX CORP TRIM 0.0% -0.0% 0.3 6,501 -638 4
USB funds › US BANCORP ADD 0.0% +0.0% 0.3 5,612 +1,668 5
MMM funds › 3M CO ADD 0.0% +0.0% 0.3 2,079 +436 5
PKG funds › PACKAGING CORP AMER TRIM 0.0% -0.0% 0.3 1,408 -7 3
RNR funds › RENAISSANCERE HLDGS LTD TRIM 0.0% -0.0% 0.3 1,057 -339 5
IEI funds › ISHARES TR NEW 0.0% +0.0% 0.3 2,849 +2,849 1
PR funds › PERMIAN RESOURCES CORP TRIM 0.0% -0.0% 0.3 18,162 -1,760 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 1,908 626 0.14 28% 0.013 0.392 in
2026Q1 1,457 570 0.12 27% 0.012 0.383 in
2025Q4 1,258 501 0.10 28% 0.013 0.358 in
2025Q3 1,103 455 0.34 28% 0.013 0.068 in
2025Q2 1,279 464 0.24 23% 0.010 0.155 entered
2025Q1 1,023 430 0.00 25% 0.011 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