Fund Universe

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☆Westfuller Advisors, LLC

CIK 0002024115 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.118
AUM ($M)
275
Positions
765
Turnover
0.19
Top-10 wt
31%
Herfindahl
0.016
History (qtrs)
6
Excess Return
—

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Security type

Holdings · 500 of 817 positions (showing top 500 by weight) · portfolio value $275M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 4.4% +3.5% 12.0 16,094 +13,087 5 —
☆GOVT funds › ISHARES TR ADD — 3.6% -0.1% 10.0 439,520 +62,106 5 —
☆AAPL funds › APPLE INC ADD — 3.6% +0.4% 9.8 33,909 +4,596 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 3.4% -0.2% 9.4 13,758 -299 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 3.2% -0.1% 8.8 43,871 +388 5 —
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 2.8% +2.8% 7.7 60,500 +60,480 4 —
☆NUBD funds › NUSHARES ETF TR TRIM — 2.5% -0.5% 6.9 313,124 -3,909 5 —
☆AMZN funds › AMAZON COM INC ADD — 2.5% -0.0% 6.8 28,647 +962 5 —
☆VSGX funds › VANGUARD WORLD FD ADD — 2.4% +0.4% 6.6 80,589 +16,131 5 —
☆IEFA funds › ISHARES TR ADD — 2.3% -0.2% 6.4 66,104 +1,156 5 —
☆AGG funds › ISHARES TR ADD — 2.3% +0.1% 6.2 62,578 +12,674 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 2.0% +0.8% 5.6 42,011 +16,151 5 —
☆CVLC funds › MORGAN STANLEY ETF TRUST ADD — 1.7% +1.5% 4.7 50,220 +42,770 3 —
☆GOOG funds › ALPHABET INC ADD — 1.7% +0.6% 4.7 13,355 +4,069 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.6% +0.3% 4.4 12,205 +1,948 5 —
☆EAGG funds › ISHARES TR ADD — 1.6% +0.6% 4.3 91,000 +42,275 5 —
☆CMF funds › ISHARES TR ADD — 1.5% -0.2% 4.0 69,572 +508 5 —
☆IVV funds › ISHARES TR ADD — 1.4% -0.0% 3.8 5,103 +112 5 —
☆WOMN funds › TIDAL TRUST III TRIM — 1.3% -0.2% 3.6 85,395 -1,480 5 —
☆EFG funds › ISHARES TR ADD — 1.3% +1.1% 3.5 28,159 +24,867 5 —
☆CHGX funds › EA SERIES TRUST TRIM — 1.3% -0.0% 3.5 104,651 -7,096 5 —
☆GLD funds › SPDR GOLD TR TRIM — 1.3% -0.5% 3.4 9,354 -136 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.2% +0.3% 3.4 9,159 +3,091 5 —
☆JSTC funds › TIDAL TRUST I ADD — 1.2% +0.1% 3.4 148,136 +9,069 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.2% +0.0% 3.4 4,590 -226 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.2% +0.2% 3.4 10,306 +2,559 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 1.2% -0.1% 3.2 6,385 +334 5 —
☆AVGO funds › BROADCOM INC ADD — 1.1% +0.0% 2.9 7,743 +119 5 —
☆BSV funds › VANGUARD BD INDEX FDS ADD — 1.0% -0.2% 2.8 36,374 +963 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 1.0% +0.4% 2.8 6,468 -376 5 —
☆BIV funds › VANGUARD BD INDEX FDS TRIM — 1.0% -0.2% 2.7 35,449 -567 5 —
☆DMXF funds › ISHARES TR TRIM — 1.0% -0.1% 2.7 32,125 -254 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 1.0% +0.2% 2.6 10,413 +2,979 5 —
☆NUSC funds › NUSHARES ETF TR ADD — 1.0% +0.2% 2.6 50,276 +13,595 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.9% +0.1% 2.5 2,096 -67 5 —
☆DGRO funds › ISHARES TR ADD — 0.9% -0.1% 2.5 32,935 +862 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.8% -0.0% 2.3 6,290 +18 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 0.8% -0.1% 2.3 26,542 +117 5 —
☆ERET funds › ISHARES TR ADD — 0.7% +0.1% 2.1 70,937 +17,156 5 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.7% +0.0% 2.0 1,971 +2 5 —
☆IGRO funds › ISHARES TR ADD — 0.7% -0.1% 1.8 20,921 +278 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO ADD — 0.7% -0.1% 1.8 44,826 +9,661 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.6% +0.3% 1.8 5,158 +214 4 —
☆NYF funds › ISHARES TR TRIM — 0.6% -0.2% 1.7 32,358 -5,333 5 —
☆NACP funds › TIDAL TRUST III ADD — 0.6% +0.1% 1.7 27,676 +1,526 5 —
☆JQUA funds › J P MORGAN EXCHANGE TRADED F ADD — 0.6% -0.0% 1.7 22,967 +61 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.6% -0.0% 1.6 19,090 -104 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.6% -0.1% 1.6 33,553 -28 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.6% -0.2% 1.5 9,594 -1,648 5 —
☆UNP funds › UNION PAC CORP ADD — 0.5% +0.0% 1.5 5,514 +468 5 —
☆XMHQ funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.5% -0.1% 1.4 12,729 -2,073 5 —
☆NUEM funds › NUSHARES ETF TR TRIM — 0.5% -0.0% 1.3 31,661 -157 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 1.3 5,444 -608 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.5% -0.0% 1.3 4,702 +17 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 0.4% +0.0% 1.2 1,292 +276 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.4% +0.0% 1.2 11,787 +574 5 —
☆IWM funds › ISHARES TR ADD — 0.4% +0.1% 1.2 3,952 +937 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 0.4% -0.1% 1.1 22,744 +156 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 0.4% +0.2% 1.1 15,408 +7,559 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.4% +0.3% 1.0 1,800 +1,326 4 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.4% -0.0% 1.0 3,069 -39 5 —
☆META funds › META PLATFORMS INC ADD — 0.4% -0.1% 1.0 1,755 +15 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.3% -0.0% 0.9 9,754 +467 5 —
☆PEP funds › PEPSICO INC ADD — 0.3% -0.1% 0.9 6,654 +486 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 0.9 9,339 -243 5 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 0.3% -0.1% 0.9 26,782 -1,428 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.3% +0.0% 0.9 7,119 +100 5 —
☆NULG funds › NUSHARES ETF TR HOLD — 0.3% +0.0% 0.8 7,019 +0 5 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.3% -0.0% 0.8 5,350 -433 4 —
☆SUSB funds › ISHARES TR TRIM — 0.3% -0.1% 0.7 29,839 -7,360 5 —
☆V funds › VISA INC ADD — 0.3% +0.1% 0.7 2,172 +680 5 —
☆IWF funds › ISHARES TR ADD — 0.3% -0.0% 0.7 5,818 +4,365 4 —
☆CSCO funds › CISCO SYS INC ADD — 0.3% +0.1% 0.7 6,106 +348 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.3% +0.0% 0.7 1,451 +12 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.3% -0.0% 0.7 1,374 +33 5 —
☆AMAT funds › APPLIED MATLS INC TRIM — 0.3% +0.1% 0.7 950 -117 4 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.2% -0.0% 0.7 13,208 +490 4 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.1% 0.6 540 -4 4 —
☆WMG funds › WARNER MUSIC GROUP CORP HOLD — 0.2% -0.0% 0.6 22,980 +0 5 —
☆REGL funds › PROSHARES TR ADD — 0.2% -0.0% 0.6 6,484 +33 5 —
☆IYW funds › ISHARES TR HOLD — 0.2% +0.0% 0.6 2,330 +0 5 —
☆TLT funds › ISHARES TR ADD — 0.2% -0.0% 0.6 6,761 +329 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.2% -0.0% 0.6 1,131 +41 4 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.2% -0.0% 0.5 6,203 +5,170 5 —
☆ED funds › CONSOLIDATED EDISON INC ADD — 0.2% -0.0% 0.5 4,829 +106 3 —
☆NXPI funds › NXP SEMICONDUCTORS N V HOLD — 0.2% +0.0% 0.5 1,816 +0 4 —
☆INTC funds › INTEL CORP TRIM — 0.2% +0.1% 0.5 3,576 -529 4 —
☆HD funds › HOME DEPOT INC ADD — 0.2% -0.0% 0.5 1,370 +10 4 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 0.2% +0.1% 0.5 8,051 +3,070 5 —
☆EFA funds › ISHARES TR ADD — 0.2% -0.0% 0.5 4,362 +116 4 —
☆ABBV funds › ABBVIE INC ADD — 0.2% +0.1% 0.4 1,648 +1,105 4 —
☆WMT funds › WALMART INC ADD — 0.1% +0.1% 0.4 3,554 +3,414 4 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.4 3,016 -45 4 —
☆NSC funds › NORFOLK SOUTHN CORP TRIM — 0.1% -0.0% 0.4 1,204 -23 5 —
☆BN funds › BROOKFIELD CORP ADD — 0.1% -0.0% 0.4 8,649 +8 4 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.1% -0.1% 0.4 14,937 -254 5 —
☆KO funds › COCA COLA CO ADD — 0.1% +0.1% 0.4 4,482 +2,474 4 —
☆JBL funds › JABIL INC NEW — 0.1% +0.1% 0.4 942 +942 1 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% +0.0% 0.4 841 -2 4 —
☆CB funds › CHUBB LIMITED TRIM — 0.1% -0.0% 0.4 1,049 -12 4 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN ADD — 0.1% +0.1% 0.4 1,566 +867 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.1% 0.4 5,963 -1,604 5 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% -0.0% 0.3 6,653 -152 5 —
☆TIP funds › ISHARES TR TRIM — 0.1% -0.1% 0.3 3,025 -1,031 5 —
☆PLD funds › PROLOGIS INC. ADD — 0.1% -0.0% 0.3 2,432 +30 4 —
☆BIL funds › SPDR SERIES TRUST TRIM — 0.1% -0.1% 0.3 3,523 -2,177 5 —
☆ALAB funds › ASTERA LABS INC HOLD — 0.1% +0.1% 0.3 667 +0 2 —
☆IWR funds › ISHARES TR NEW — 0.1% +0.1% 0.3 2,906 +2,906 1 —
☆TPC funds › TUTOR PERINI CORP HOLD — 0.1% -0.0% 0.3 3,834 +0 4 —
☆AMGN funds › AMGEN INC ADD — 0.1% +0.1% 0.3 861 +601 4 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.1% -0.0% 0.3 1,317 -389 5 —
☆PFF funds › ISHARES TR ADD — 0.1% -0.0% 0.3 10,202 +3 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.1% +0.1% 0.3 1,376 +1,376 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.1% +0.1% 0.3 1,376 +1,376 1 —
☆SNDK funds › SANDISK CORP ADD — 0.1% +0.1% 0.3 131 +1 4 —
☆HEZU funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 5,905 +0 5 —
☆AU funds › ANGLOGOLD ASHANTI PLC HOLD — 0.1% -0.0% 0.3 3,632 +0 4 —
☆PCAR funds › PACCAR INC ADD — 0.1% +0.1% 0.3 2,441 +2,377 4 —
☆IGV funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 3,230 +0 5 —
☆VFH funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 0.3 2,194 -740 5 —
☆FTNT funds › FORTINET INC ADD — 0.1% +0.0% 0.3 1,841 +121 5 —
☆XLI funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.3 1,468 -174 5 —
☆PYPL funds › PAYPAL HLDGS INC TRIM — 0.1% -0.0% 0.3 6,294 -91 5 —
☆BLV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 0.3 3,870 +169 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% -0.0% 0.3 1,402 +25 4 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% +0.0% 0.3 6,242 +3,182 4 —
☆ETHO funds › AMPLIFY ETF TR ADD — 0.1% +0.0% 0.3 3,264 +1,237 2 —
☆SYK funds › STRYKER CORPORATION ADD — 0.1% -0.0% 0.3 826 +27 4 —
☆ABT funds › ABBOTT LABORATORIES ADD — 0.1% +0.0% 0.3 2,833 +1,614 4 —
☆XHLF funds › BONDBLOXX ETF TRUST NEW — 0.1% +0.1% 0.3 5,039 +5,039 1 —
☆PAAS funds › PAN AMERN SILVER CORP HOLD — 0.1% -0.0% 0.3 5,653 +0 4 —
☆WELL funds › WELLTOWER INC TRIM — 0.1% -0.0% 0.2 1,060 -11 4 —
☆SLYG funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 1,987 +1,987 1 —
☆USRT funds › ISHARES TR ADD — 0.1% -0.0% 0.2 3,538 +20 3 —
☆GWW funds › WW GRAINGER INC TRIM — 0.1% +0.0% 0.2 172 -5 4 —
☆DE funds › DEERE & CO ADD — 0.1% +0.1% 0.2 360 +250 4 —
☆VTEI funds › VANGUARD MUN BD FDS ADD — 0.1% -0.0% 0.2 2,255 +17 5 —
☆HL funds › HECLA MINING COMPANY HOLD — 0.1% -0.0% 0.2 14,685 +0 5 —
☆CMI funds › CUMMINS INC TRIM — 0.1% +0.0% 0.2 315 -21 4 —
☆ISRG funds › INTUITIVE SURGICAL INC TRIM — 0.1% -0.0% 0.2 559 -28 4 —
☆ECL funds › ECOLAB INC TRIM — 0.1% -0.0% 0.2 780 -1 5 —
☆GLW funds › CORNING INC TRIM — 0.1% +0.0% 0.2 841 -2 4 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F NEW — 0.1% +0.1% 0.2 4,207 +4,207 1 —
☆NFLX funds › NETFLIX INC. TRIM — 0.1% -0.1% 0.2 2,950 -516 4 —
☆TT funds › TRANE TECHNOLOGIES PLC TRIM — 0.1% -0.0% 0.2 427 -20 4 —
☆BBVA funds › BANCO BILBAO VIZCAYA ARGENTA HOLD — 0.1% -0.0% 0.2 8,320 +0 4 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.2 1,086 +3 4 —
☆NEM funds › NEWMONT CORP HOLD — 0.1% -0.0% 0.2 2,211 +0 4 —
☆BE funds › BLOOM ENERGY CORP HOLD — 0.1% +0.0% 0.2 677 +0 3 —
☆AYI funds › ACUITY INC ADD — 0.1% +0.0% 0.2 538 +321 4 —
☆CRWD funds › CROWDSTRIKE HLDGS INC ADD — 0.1% +0.0% 0.2 260 +18 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 0.2 1,638 +1,278 5 —
☆T funds › AT&T INC TRIM — 0.1% -0.0% 0.2 9,362 -97 4 —
☆XYL funds › XYLEM INC ADD — 0.1% +0.0% 0.2 1,623 +901 4 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.1% -0.0% 0.2 3,510 +0 4 —
☆EEM funds › ISHARES TR ADD — 0.1% +0.0% 0.2 2,727 +352 4 —
☆TJX funds › TJX COS INC NEW ADD — 0.1% -0.0% 0.2 1,187 +44 5 —
☆NI funds › NISOURCE INC TRIM — 0.1% -0.0% 0.2 3,764 -7 4 —
☆NOW funds › SERVICENOW INC TRIM — 0.1% -0.0% 0.2 1,725 -24 4 —
☆KLAC funds › KLA CORP ADD — 0.1% +0.0% 0.2 563 +538 4 —
☆LQD funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 1,553 -77 4 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.2 1,014 +246 4 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.1% -0.0% 0.2 1,538 -67 4 —
☆AVAV funds › AEROVIRONMENT INC HOLD — 0.1% -0.0% 0.2 1,000 +0 5 —
☆CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP PLC TRIM — 0.1% -0.0% 0.2 3,169 -121 4 —
☆LIN funds › LINDE PLC ADD — 0.1% +0.1% 0.2 316 +303 4 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.1% 0.2 153 +145 4 —
☆CIB funds › GRUPO CIBEST SA HOLD — 0.1% -0.0% 0.2 2,010 +0 4 —
☆WDC funds › WESTERN DIGITAL CORP TRIM — 0.1% -0.0% 0.2 251 -315 4 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 0.1% -0.0% 0.2 1,077 +2 4 —
☆INTU funds › INTUIT ADD — 0.1% -0.1% 0.2 599 +18 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.1% -0.0% 0.2 1,772 +6 4 —
☆BEPC funds › BROOKFIELD RENEWABLE CORP TRIM — 0.1% -0.0% 0.2 4,188 -465 4 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.2 4,877 +38 4 —
☆R funds › RYDER SYS INC TRIM — 0.1% +0.0% 0.2 585 -10 4 —
☆NOK funds › NOKIA CORP HOLD — 0.1% +0.0% 0.2 11,314 +0 5 —
☆CAH funds › CARDINAL HEALTH INC TRIM — 0.1% -0.0% 0.2 632 -328 4 —
☆ORCL funds › ORACLE CORP ADD — 0.1% +0.0% 0.1 1,020 +288 4 —
☆VHT funds › VANGUARD WORLD FD TRIM — 0.1% -0.0% 0.1 496 -318 5 —
☆INSW funds › INTERNATIONAL SEAWAYS INC HOLD — 0.1% -0.0% 0.1 1,919 +0 4 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.1 769 +0 4 —
☆EQIX funds › EQUINIX INC TRIM — 0.1% -0.0% 0.1 140 -4 4 —
☆AVY funds › AVERY DENNISON CORP NEW — 0.1% +0.1% 0.1 889 +889 1 —
☆HDV funds › ISHARES TR ADD — 0.1% -0.0% 0.1 5,248 +4,205 4 —
☆YUM funds › YUM BRANDS INC HOLD — 0.1% -0.0% 0.1 868 +0 4 —
☆C funds › CITIGROUP INC TRIM — 0.1% -0.0% 0.1 989 -424 4 —
☆IONQ funds › IONQ INC HOLD — 0.1% +0.0% 0.1 2,587 +0 4 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.0% -0.0% 0.1 1,092 +127 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.0% -0.0% 0.1 815 -4 4 —
☆DIA funds › STATE STR SPDR DOW JONES IND ADD — 0.0% -0.0% 0.1 255 +1 4 —
☆USHY funds › ISHARES TR ADD — 0.0% -0.0% 0.1 3,589 +61 4 —
☆CASY funds › CASEYS GEN STORES INC HOLD — 0.0% -0.0% 0.1 167 +0 4 —
☆SO funds › SOUTHERN CO ADD — 0.0% -0.0% 0.1 1,386 +4 4 —
☆CX funds › CEMEX SA EURO MTN BE 144A HOLD — 0.0% -0.0% 0.1 11,013 +0 5 —
☆IYF funds › ISHARES TR ADD — 0.0% -0.0% 0.1 1,017 +3 4 —
☆URI funds › UNITED RENTALS INC HOLD — 0.0% +0.0% 0.1 114 +0 4 —
☆LOW funds › LOWES COS INC TRIM — 0.0% -0.0% 0.1 576 -60 4 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.1 319 +170 5 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR ADD — 0.0% +0.0% 0.1 506 +42 4 —
☆IDXX funds › IDEXX LABS INC ADD — 0.0% +0.0% 0.1 239 +60 4 —
☆PFE funds › PFIZER INC ADD — 0.0% +0.0% 0.1 5,206 +4,402 4 —
☆MRVL funds › MARVELL TECHNOLOGY INC ADD — 0.0% +0.0% 0.1 420 +353 4 —
☆XEL funds › XCEL ENERGY INC TRIM — 0.0% -0.0% 0.1 1,535 -27 4 —
☆UNM funds › UNUM GROUP TRIM — 0.0% +0.0% 0.1 1,381 -33 4 —
☆BG funds › BUNGE GLOBAL SA HOLD — 0.0% -0.0% 0.1 1,155 +0 4 —
☆CBRE funds › CBRE GROUP INC TRIM — 0.0% -0.0% 0.1 903 -60 4 —
☆BLK funds › BLACKROCK INC ADD — 0.0% -0.0% 0.1 126 +13 4 —
☆PAYX funds › PAYCHEX INC ADD — 0.0% +0.0% 0.1 1,216 +1,014 4 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC TRIM — 0.0% -0.0% 0.1 316 -92 4 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.0% -0.0% 0.1 926 -37 4 —
☆BGRN funds › ISHARES TR ADD — 0.0% -0.0% 0.1 2,459 +16 5 —
☆ALK funds › ALASKA AIR GROUP INC TRIM — 0.0% +0.0% 0.1 2,214 -50 4 —
☆NOBL funds › PROSHARES TR ADD — 0.0% -0.0% 0.1 2,051 +1,031 4 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.0% +0.0% 0.1 384 -28 4 —
☆SPGI funds › S&P GLOBAL INC ADD — 0.0% -0.0% 0.1 279 +18 4 —
☆PBR funds › PETROLEO BRASILEIRO S A ADD — 0.0% -0.0% 0.1 6,900 +5 4 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY TRIM — 0.0% -0.0% 0.1 292 -109 4 —
☆AA funds › ALCOA CORP ADD — 0.0% +0.0% 0.1 2,126 +1,061 4 —
☆RRC funds › RANGE RES CORP HOLD — 0.0% -0.0% 0.1 2,975 +0 4 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.0% -0.0% 0.1 1,871 -77 4 —
☆VMC funds › VULCAN MATLS CO ADD — 0.0% -0.0% 0.1 367 +10 4 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.1 1,321 +992 4 —
☆ZTS funds › ZOETIS INC ADD — 0.0% +0.0% 0.1 1,463 +807 4 —
☆NTAP funds › NETAPP INC TRIM — 0.0% +0.0% 0.1 674 -24 4 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM — 0.0% -0.0% 0.1 1,257 -634 4 —
☆BBY funds › BEST BUY INC TRIM — 0.0% -0.0% 0.1 1,321 -68 4 —
☆EXC funds › EXELON CORP ADD — 0.0% -0.0% 0.1 2,172 +81 4 —
☆QCOM funds › QUALCOMM INC ADD — 0.0% +0.0% 0.1 547 +2 4 —
☆IBB funds › ISHARES TR HOLD — 0.0% -0.0% 0.1 527 +0 4 —
☆BKH funds › BLACK HILLS CORP HOLD — 0.0% -0.0% 0.1 1,346 +0 4 —
☆ANET funds › ARISTA NETWORKS INC TRIM — 0.0% +0.0% 0.1 589 -43 4 —
☆NULV funds › NUSHARES ETF TR HOLD — 0.0% -0.0% 0.1 1,965 +0 4 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.1 468 +47 4 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.0% +0.0% 0.1 707 +460 4 —
☆ADBE funds › ADOBE INC ADD — 0.0% -0.0% 0.1 469 +26 4 —
☆HOG funds › HARLEY DAVIDSON INC TRIM — 0.0% -0.0% 0.1 3,904 -256 4 —
☆XMMO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.1 558 -14 4 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% +0.0% 0.1 228 +69 4 —
☆DELL funds › DELL TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.1 214 +0 4 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC HOLD — 0.0% +0.0% 0.1 261 +0 4 —
☆EW funds › EDWARDS LIFESCIENCES CORP TRIM — 0.0% -0.0% 0.1 964 -32 4 —
☆EA funds › ELECTRONIC ARTS INC TRIM — 0.0% -0.0% 0.1 419 -247 4 —
☆PBW funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.1 2,204 +9 4 —
☆VLUE funds › ISHARES TR ADD — 0.0% +0.0% 0.1 427 +247 4 —
☆ACGL funds › ARCH CAP GROUP LTD ADD — 0.0% +0.0% 0.1 879 +873 3 —
☆SNPS funds › SYNOPSYS INC TRIM — 0.0% -0.0% 0.1 191 -10 4 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.0% +0.0% 0.1 389 +143 4 —
☆BR funds › BROADRIDGE FINL SOLUTIONS IN ADD — 0.0% +0.0% 0.1 615 +615 4 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.1 532 -197 5 —
☆NWE funds › NORTHWESTERN ENERGY GROUP IN HOLD — 0.0% -0.0% 0.1 1,165 +0 4 —
☆XLY funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.1 709 +1 4 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. NEW — 0.0% +0.0% 0.1 912 +912 1 —
☆HE funds › HAWAIIAN ELEC INDS INC MTN B HOLD — 0.0% -0.0% 0.1 6,000 +0 4 —
☆ARCC funds › ARES CAPITAL CORP ADD — 0.0% -0.0% 0.1 4,380 +111 4 —
☆DUOL funds › DUOLINGO INC HOLD — 0.0% -0.0% 0.1 700 +0 5 —
☆EMR funds › EMERSON ELEC CO ADD — 0.0% +0.0% 0.1 551 +361 4 —
☆DHR funds › DANAHER CORP DEL TRIM — 0.0% -0.0% 0.1 413 -115 4 —
☆QUAL funds › ISHARES TR NEW — 0.0% +0.0% 0.1 352 +352 1 —
☆CVS funds › CVS HEALTH CORP ADD — 0.0% +0.0% 0.1 740 +505 4 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.0% +0.0% 0.1 763 +763 1 —
☆ADSK funds › AUTODESK INC TRIM — 0.0% -0.0% 0.1 384 -18 4 —
☆NYT funds › NEW YORK TIMES CO MTN BE ADD — 0.0% -0.0% 0.1 1,037 +3 4 —
☆USMV funds › ISHARES TR ADD — 0.0% -0.0% 0.1 746 +2 4 —
☆AMP funds › AMERIPRISE FINL INC TRIM — 0.0% -0.0% 0.1 155 -5 4 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.0% -0.0% 0.1 486 -57 4 —
☆OBDC funds › BLUE OWL CAPITAL CORPORATION TRIM — 0.0% -0.0% 0.1 6,373 -141 4 —
☆PNR funds › PENTAIR PLC TRIM — 0.0% -0.0% 0.1 925 -111 4 —
☆FLR funds › FLUOR CORP HOLD — 0.0% -0.0% 0.1 1,310 +0 4 —
☆VECO funds › VEECO INSTRS INC DEL NEW — 0.0% +0.0% 0.1 904 +904 1 —
☆GEV funds › GE VERNOVA INC TRIM — 0.0% -0.0% 0.1 58 -99 4 —
☆AMN funds › AMN HEALTHCARE SVCS INC NEW Common Stock 0.0% +0.0% 0.1 2,109 +2,109 1 —
☆Q funds › QNITY ELECTRONICS INC HOLD — 0.0% +0.0% 0.1 410 +0 3 —
☆TTE funds › TOTALENERGIES SE HOLD — 0.0% -0.0% 0.1 856 +0 3 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.1 1,176 +26 4 —
☆GVI funds › ISHARES TR NEW — 0.0% +0.0% 0.1 621 +621 1 —
☆BKNG funds › BOOKING HOLDINGS INC ADD — 0.0% -0.0% 0.1 367 +344 4 —
☆VPU funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.1 334 -37 4 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% +0.0% 0.1 1,145 +941 4 —
☆LYB funds › LYONDELLBASELL INDUSTRIES NV TRIM — 0.0% -0.0% 0.1 1,214 -677 4 —
☆HRI funds › HERC HLDGS INC NEW — 0.0% +0.0% 0.1 445 +445 1 —
☆WFC funds › WELLS FARGO & CO ADD — 0.0% +0.0% 0.1 769 +163 4 —
☆VGSR funds › MANAGER DIRECTED PORTFOLIOS HOLD — 0.0% -0.0% 0.1 5,523 +0 2 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.0% +0.0% 0.1 683 +465 4 —
☆VIV funds › TELEFONICA BRASIL SA HOLD — 0.0% -0.0% 0.1 4,580 +0 4 —
☆AIR funds › AAR CORP HOLD Common Stock 0.0% +0.0% 0.1 435 +0 4 —
☆NIE funds › VIRTUS EQUITY & CONV INCM FD ADD — 0.0% -0.0% 0.1 2,290 +50 4 —
☆DNOW funds › DNOW INC TRIM — 0.0% -0.0% 0.1 4,728 -236 3 —
☆VDC funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.1 272 -83 4 —
☆MELI funds › MERCADOLIBRE INC HOLD — 0.0% -0.0% 0.1 35 +0 5 —
☆A funds › AGILENT TECHNOLOGIES INC ADD — 0.0% -0.0% 0.1 441 +1 4 —
☆ASML funds › ASML HLDG NV HOLD — 0.0% +0.0% 0.1 29 +0 4 —
☆AJG funds › GALLAGHER ARTHUR J & CO ADD — 0.0% +0.0% 0.1 251 +223 4 —
☆FDN funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% -0.0% 0.1 215 +0 4 —
☆WAB funds › WABTEC HOLD — 0.0% -0.0% 0.1 207 +0 4 —
☆SCHW funds › SCHWAB CHARLES CORP TRIM — 0.0% -0.0% 0.1 605 -37 4 —
☆TSLA funds › TESLA INC TRIM — 0.0% -0.0% 0.1 132 -261 4 —
☆TGT funds › TARGET CORP ADD — 0.0% +0.0% 0.1 425 +397 4 —
☆FSLR funds › FIRST SOLAR INC ADD — 0.0% +0.0% 0.1 228 +6 4 —
☆LAZ funds › LAZARD INC HOLD — 0.0% -0.0% 0.1 1,282 +0 4 —
☆SHY funds › ISHARES TR TRIM — 0.0% -0.2% 0.1 634 -5,012 5 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.1 1,024 +10 4 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.0% -0.0% 0.1 207 -4 4 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.0% -0.0% 0.1 122 +16 4 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.0% +0.0% 0.1 153 +93 4 —
☆NIO funds › NIO INC TRIM — 0.0% -0.0% 0.1 9,952 -1,728 3 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO ADD — 0.0% +0.0% 0.1 874 +533 4 —
☆BP funds › BP PLC ADD — 0.0% -0.0% 0.1 1,360 +18 4 —
☆BIP funds › BROOKFIELD INFRASTRUCTURE PA ADD — 0.0% -0.0% 0.1 1,376 +16 4 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.0% +0.0% 0.1 274 +39 4 —
☆WBD funds › WARNER BROS DISCOVERY INC ADD — 0.0% +0.0% 0.0 1,862 +687 4 —
☆DOLE funds › DOLE PLC HOLD — 0.0% -0.0% 0.0 3,560 +0 4 —
☆MCD funds › MCDONALDS CORP ADD — 0.0% +0.0% 0.0 180 +105 4 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.0% +0.0% 0.0 228 +146 4 —
☆BXSL funds › BLACKSTONE SECD LENDING FD HOLD — 0.0% -0.0% 0.0 1,984 +0 4 —
☆FAST funds › FASTENAL CO ADD — 0.0% +0.0% 0.0 1,005 +282 4 —
☆DSI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 322 +322 1 —
☆MCO funds › MOODYS CORP ADD — 0.0% -0.0% 0.0 101 +9 4 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.0% -0.0% 0.0 122 +0 4 —
☆ROKU funds › ROKU INC ADD — 0.0% +0.0% 0.0 310 +10 4 —
☆GIS funds › GENERAL MILLS INC ADD — 0.0% +0.0% 0.0 1,222 +867 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.0 510 +5 4 —
☆BX funds › BLACKSTONE INC ADD — 0.0% +0.0% 0.0 358 +358 3 —
☆NPO funds › ENPRO INC HOLD — 0.0% +0.0% 0.0 107 +0 4 —
☆ON funds › ON SEMICONDUCTOR CORP HOLD — 0.0% +0.0% 0.0 425 +0 4 —
☆BFLY funds › BUTTERFLY NETWORK INC HOLD — 0.0% +0.0% 0.0 4,717 +0 2 —
☆DLTR funds › DOLLAR TREE INC ADD — 0.0% +0.0% 0.0 327 +211 4 —
☆STT funds › STATE STR CORP ADD — 0.0% +0.0% 0.0 230 +124 4 —
☆SUSA funds › ISHARES TR NEW — 0.0% +0.0% 0.0 244 +244 1 —
☆EBAY funds › EBAY INC. TRIM — 0.0% -0.0% 0.0 334 -16 4 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.0% +0.0% 0.0 274 +274 1 —
☆LNG funds › CHENIERE ENERGY INC TRIM — 0.0% -0.0% 0.0 154 -21 4 —
☆SJT funds › SAN JUAN BASIN RTY TR HOLD — 0.0% -0.0% 0.0 11,430 +0 5 —
☆HUT funds › HUT 8 CORP HOLD — 0.0% +0.0% 0.0 314 +0 2 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC TRIM — 0.0% -0.0% 0.0 409 -60 3 —
☆MBB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 383 +0 4 —
☆NVTS funds › NAVITAS SEMICONDUCTOR CORP HOLD — 0.0% +0.0% 0.0 1,993 +0 3 —
☆RACE funds › FERRARI N V ADD — 0.0% -0.0% 0.0 94 +3 4 —
☆RVT funds › ROYCE SMALL CAP TRUST INC ADD — 0.0% -0.0% 0.0 1,894 +32 4 —
☆AWK funds › AMERICAN WTR WKS CO INC NEW ADD — 0.0% +0.0% 0.0 265 +73 4 —
☆ZS funds › ZSCALER INC TRIM — 0.0% -0.0% 0.0 247 -472 4 —
☆ADX funds › ADAMS DIVERSIFIED EQUITY FD ADD — 0.0% +0.0% 0.0 1,354 +26 4 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN TRIM — 0.0% -0.0% 0.0 178 -1 4 —
☆L funds › LOEWS CORP ADD — 0.0% +0.0% 0.0 295 +149 3 —
☆IYH funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 495 -1,232 4 —
☆IGSB funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 627 -107 4 —
☆DHI funds › D R HORTON INC HOLD — 0.0% +0.0% 0.0 200 +0 4 —
☆MMM funds › 3M CO NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆CFG funds › CITIZENS FINL GROUP INC ADD — 0.0% +0.0% 0.0 460 +448 3 —
☆MET funds › METLIFE INC ADD — 0.0% +0.0% 0.0 379 +294 4 —
☆ALB funds › ALBEMARLE CORP ADD — 0.0% -0.0% 0.0 236 +69 4 —
☆AZN funds › ASTRAZENECA PLC ADD — 0.0% -0.0% 0.0 168 +2 2 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I TRIM — 0.0% -0.0% 0.0 107 -3 4 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.0% +0.0% 0.0 115 +64 3 —
☆MTUM funds › ISHARES TR NEW — 0.0% +0.0% 0.0 91 +91 1 —
☆SMOG funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 212 +0 4 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.0% +0.0% 0.0 89 +47 4 —
☆MPWR funds › MONOLITHIC PWR SYS INC ADD — 0.0% +0.0% 0.0 22 +1 4 —
☆LVHD funds › LEGG MASON ETF INVT ADD — 0.0% -0.0% 0.0 689 +6 4 —
☆IJR funds › ISHARES TR NEW — 0.0% +0.0% 0.0 201 +201 1 —
☆USB funds › US BANCORP TRIM — 0.0% -0.0% 0.0 484 -29 4 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% +0.0% 0.0 580 +69 4 —
☆SMH funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 0.0 44 +0 4 —
☆QBTS funds › D-WAVE QUANTUM INC HOLD — 0.0% +0.0% 0.0 1,188 +0 3 —
☆SPSB funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 908 +0 4 —
☆SCHG funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 802 +0 4 —
☆KOD funds › KODIAK SCIENCES INC HOLD — 0.0% -0.0% 0.0 692 +0 2 —
☆ORLY funds › OREILLY AUTOMOTIVE INC HOLD — 0.0% -0.0% 0.0 290 +0 4 —
☆WM funds › WASTE MGMT INC DEL NEW — 0.0% +0.0% 0.0 118 +118 1 —
☆RKLB funds › ROCKET LAB CORP HOLD — 0.0% +0.0% 0.0 258 +0 3 —
☆CPRT funds › COPART INC NEW — 0.0% +0.0% 0.0 887 +887 1 —
☆PHO funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.0 361 -452 4 —
☆NVS funds › NOVARTIS AG HOLD — 0.0% -0.0% 0.0 156 +0 4 —
☆REET funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 872 -1,433 4 —
☆LNC funds › LINCOLN NATL CORP IND NEW — 0.0% +0.0% 0.0 675 +675 1 —
☆VBR funds › VANGUARD INDEX FDS HOLD — 0.0% -0.0% 0.0 97 +0 4 —
☆ALC funds › ALCON AG NEW — 0.0% +0.0% 0.0 343 +343 1 —
☆HIG funds › HARTFORD INSURANCE GROUP INC TRIM — 0.0% -0.0% 0.0 165 -51 4 —
☆ASX funds › ASE TECHNOLOGY HLDG CO LTD HOLD — 0.0% +0.0% 0.0 485 +0 4 —
☆FTXN funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% -0.0% 0.0 649 +3 4 —
☆VSNT funds › VERSANT MEDIA GROUP INC ADD — 0.0% -0.0% 0.0 584 +7 2 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET TRIM — 0.0% -0.0% 0.0 796 -13 4 —
☆KKR funds › KKR & CO INC ADD — 0.0% +0.0% 0.0 221 +128 4 —
☆UBER funds › UBER TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.0 281 -835 4 —
☆VSH funds › VISHAY INTERTECHNOLOGY INC ADD — 0.0% +0.0% 0.0 365 +1 4 —
☆D funds › DOMINION ENERGY INC TRIM — 0.0% -0.0% 0.0 287 -26 4 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A HOLD — 0.0% -0.0% 0.0 42 +0 4 —
☆WSO funds › WATSCO INC NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.0 216 +2 4 —
☆AOK funds › ISHARES TR ADD — 0.0% -0.0% 0.0 449 +3 4 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 221 +1 4 —
☆TPR funds › TAPESTRY INC HOLD — 0.0% -0.0% 0.0 125 +0 4 —
☆CTAS funds › CINTAS CORP ADD — 0.0% +0.0% 0.0 107 +62 4 —
☆KOF funds › COCA-COLA FEMSA SAB DE CV ADD — 0.0% -0.0% 0.0 169 +2 4 —
☆BSX funds › BOSTON SCIENTIFIC CORP ADD — 0.0% -0.0% 0.0 417 +15 4 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.0% -0.0% 0.0 242 -6 4 —
☆MSTR funds › STRATEGY INC HOLD — 0.0% -0.0% 0.0 202 +0 2 —
☆SPG funds › SIMON PPTY GROUP INC NEW HOLD — 0.0% +0.0% 0.0 78 +0 4 —
☆ALL funds › ALLSTATE CORP ADD — 0.0% +0.0% 0.0 72 +8 4 —
☆CBOE funds › CBOE GLOBAL MKTS INC TRIM — 0.0% -0.0% 0.0 70 -3 4 —
☆QUBT funds › QUANTUM COMPUTING INC HOLD — 0.0% +0.0% 0.0 1,757 +0 3 —
☆STRL funds › STERLING INFRASTRUCTURE INC HOLD — 0.0% +0.0% 0.0 20 +0 4 —
☆CAG funds › CONAGRA BRANDS INC ADD — 0.0% -0.0% 0.0 1,255 +261 3 —
☆AOS funds › SMITH A O CORP NEW — 0.0% +0.0% 0.0 268 +268 1 —
☆CINF funds › CINCINNATI FINL CORP TRIM — 0.0% -0.0% 0.0 90 -5 4 —
☆BWA funds › BORGWARNER INC NEW — 0.0% +0.0% 0.0 250 +250 1 —
☆NKE funds › NIKE INC TRIM — 0.0% -0.0% 0.0 387 -1,023 4 —
☆AAOI funds › APPLIED OPTOELECTRONICS INC HOLD — 0.0% +0.0% 0.0 111 +0 2 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF TRIM — 0.0% -0.0% 0.0 361 -66 4 —
☆FTV funds › FORTIVE CORP TRIM — 0.0% -0.0% 0.0 268 -369 4 —
☆CSX funds › CSX CORP TRIM — 0.0% -0.0% 0.0 343 -36 4 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.0% -0.0% 0.0 206 -15 4 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 294 +0 4 —
☆KEY funds › KEYCORP HOLD — 0.0% -0.0% 0.0 679 +0 4 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.0% +0.0% 0.0 31 +3 4 —
☆GGG funds › GRACO INC NEW — 0.0% +0.0% 0.0 203 +203 1 —
☆IRM funds › IRON MTN INC DEL TRIM — 0.0% -0.0% 0.0 120 -27 4 —
☆CCEP funds › COCA-COLA EUROPACIFIC PARTNE ADD — 0.0% -0.0% 0.0 152 +2 4 —
☆WMB funds › WILLIAMS COS INC ADD — 0.0% -0.0% 0.0 203 +4 4 —
☆NOC funds › NORTHROP GRUMMAN CORP TRIM — 0.0% -0.0% 0.0 30 -1 4 —
☆REGN funds › REGENERON PHARMACEUTICALS TRIM — 0.0% -0.0% 0.0 24 -4 3 —
☆EXPE funds › EXPEDIA GROUP INC TRIM — 0.0% -0.0% 0.0 58 -1 4 —
☆HUBB funds › HUBBELL INC TRIM — 0.0% -0.0% 0.0 28 -3 4 —
☆SYY funds › SYSCO CORP TRIM — 0.0% -0.0% 0.0 178 -31 4 —
☆AMLX funds › AMYLYX PHARMACEUTICALS INC HOLD — 0.0% +0.0% 0.0 819 +0 3 —
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆FNF funds › FIDELITY NATL FINL INC ADD — 0.0% -0.0% 0.0 309 +3 4 —
☆RIOT funds › RIOT PLATFORMS INC HOLD — 0.0% +0.0% 0.0 532 +0 2 —
☆VRSK funds › VERISK ANALYTICS INC ADD — 0.0% +0.0% 0.0 80 +69 4 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.0 180 -2 4 —
☆BRO funds › BROWN & BROWN INC ADD — 0.0% +0.0% 0.0 220 +127 3 —
☆EIX funds › EDISON INTL HOLD — 0.0% -0.0% 0.0 189 +0 3 —
☆ABNB funds › AIRBNB INC TRIM — 0.0% -0.0% 0.0 98 -35 4 —
☆BTI funds › BRITISH AMERN TOB PLC ADD — 0.0% -0.0% 0.0 227 +3 4 —
☆MUB funds › ISHARES TR ADD — 0.0% -0.0% 0.0 126 +1 4 —
☆GEN funds › GEN DIGITAL INC ADD — 0.0% +0.0% 0.0 546 +92 4 —
☆SCHO funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.0 560 +0 4 —
☆CTSH funds › COGNIZANT TECHNOLOGY SOLUTIO ADD — 0.0% +0.0% 0.0 349 +257 2 —
☆VRT funds › VERTIV HOLDINGS CO ADD — 0.0% +0.0% 0.0 40 +6 4 —
☆VTIP funds › VANGUARD MALVERN FDS HOLD — 0.0% -0.0% 0.0 267 +0 4 —
☆RIO funds › RIO TINTO PLC ADD — 0.0% -0.0% 0.0 140 +3 4 —
☆FIS funds › FIDELITY NATL INFORMATION SV ADD — 0.0% +0.0% 0.0 343 +214 4 —
☆IR funds › INGERSOLL RAND INC TRIM — 0.0% -0.0% 0.0 162 -158 4 —
☆LLYVK funds › LIBERTY LIVE HOLDINGS INC HOLD — 0.0% -0.0% 0.0 125 +0 3 —
☆CME funds › CME GROUP INC TRIM — 0.0% -0.0% 0.0 60 -27 4 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC HOLD — 0.0% -0.0% 0.0 107 +0 4 —
☆DEO funds › DIAGEO PLC ADD — 0.0% +0.0% 0.0 157 +92 4 —
☆FICO funds › FAIR ISAAC CORP TRIM — 0.0% -0.0% 0.0 11 -2 4 —
☆KDP funds › KEURIG DR PEPPER INC TRIM — 0.0% -0.0% 0.0 381 -116 4 —
☆TEL funds › TE CONNECTIVITY PLC TRIM — 0.0% -0.0% 0.0 62 -17 4 —
☆FIX funds › COMFORT SYS USA INC HOLD — 0.0% +0.0% 0.0 6 +0 4 —
☆CMG funds › CHIPOTLE MEXICAN GRILL INC ADD — 0.0% +0.0% 0.0 366 +125 3 —
☆STE funds › STERIS PLC ADD — 0.0% +0.0% 0.0 59 +49 4 —
☆AIG funds › AMERICAN INTL GROUP INC ADD — 0.0% -0.0% 0.0 166 +6 4 —
☆HCA funds › HCA HEALTHCARE INC TRIM — 0.0% -0.0% 0.0 32 -24 4 —
☆AFL funds › AFLAC INC ADD Common Stock 0.0% +0.0% 0.0 104 +45 4 —
☆BIIB funds › BIOGEN INC TRIM — 0.0% -0.0% 0.0 56 -4 4 —
☆VONE funds › VANGUARD SCOTTSDALE FDS HOLD — 0.0% -0.0% 0.0 36 +0 4 —
☆RBRK funds › RUBRIK INC. HOLD — 0.0% +0.0% 0.0 150 +0 4 —
☆HST funds › HOST HOTELS & RESORTS INC HOLD — 0.0% +0.0% 0.0 483 +0 4 —
☆WTRG funds › ESSENTIAL UTILS INC ADD — 0.0% -0.0% 0.0 310 +3 4 —
☆DLR funds › DIGITAL RLTY TR INC HOLD — 0.0% -0.0% 0.0 66 +0 4 —
☆TE funds › T1 ENERGY INC ADD — 0.0% +0.0% 0.0 1,250 +50 4 —
☆VLTO funds › VERALTO CORP TRIM — 0.0% -0.0% 0.0 132 -13 4 —
☆HBAN funds › HUNTINGTON BANCSHARES INC TRIM — 0.0% -0.0% 0.0 647 -3 4 —
☆DDOG funds › DATADOG INC TRIM — 0.0% +0.0% 0.0 44 -29 4 —
☆GNRC funds › GENERAC HLDGS INC HOLD — 0.0% +0.0% 0.0 39 +0 4 —
☆VOX funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.0 62 -23 4 —
☆ETSY funds › ETSY INC TRIM — 0.0% +0.0% 0.0 150 -7 4 —
☆CUSIP:130788102 funds › CALIFORNIA WTR SVC GROUP TRIM — 0.0% -0.0% 0.0 231 -37 4 —
☆LYV funds › LIVE NATION ENTERTAINMENT IN TRIM — 0.0% -0.0% 0.0 61 -1 4 —
☆NDAQ funds › NASDAQ INC TRIM — 0.0% -0.0% 0.0 139 -52 4 —
☆LMT funds › LOCKHEED MARTIN CORP TRIM — 0.0% -0.0% 0.0 21 -2 4 —
☆LOGI funds › LOGITECH INTL S A HOLD — 0.0% -0.0% 0.0 115 +0 4 —
☆ZM funds › ZOOM COMMUNICATIONS INC HOLD — 0.0% -0.0% 0.0 125 +0 4 —
☆ACWX funds › ISHARES TR NEW — 0.0% +0.0% 0.0 142 +142 1 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC HOLD — 0.0% -0.0% 0.0 22 +0 4 —
☆CCI funds › CROWN CASTLE INC TRIM — 0.0% -0.0% 0.0 141 -35 4 —
☆NTRS funds › NORTHERN TR CORP ADD — 0.0% +0.0% 0.0 61 +33 4 —
☆CPB funds › THE CAMPBELLS COMPANY ADD — 0.0% +0.0% 0.0 474 +96 3 —
☆SHEL funds › SHELL PLC ADD — 0.0% -0.0% 0.0 136 +1 4 —
☆AON funds › AON PLC TRIM — 0.0% -0.0% 0.0 31 -11 4 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.0 746 +245 4 —
☆LUV funds › SOUTHWEST AIRLS CO HOLD — 0.0% +0.0% 0.0 200 +0 4 —
☆SRE funds › SEMPRA TRIM — 0.0% -0.0% 0.0 110 -20 3 —
☆CNC funds › CENTENE CORP DEL TRIM — 0.0% -0.0% 0.0 156 -151 4 —
☆NCLH funds › NORWEGIAN CRUISE LINE HLDGS TRIM — 0.0% -0.0% 0.0 467 -3,210 4 —
☆VTR funds › VENTAS INC HOLD — 0.0% -0.0% 0.0 110 +0 4 —
☆GE funds › GE AEROSPACE HOLD — 0.0% +0.0% 0.0 26 +0 4 —
☆EXR funds › EXTRA SPACE STORAGE INC ADD — 0.0% +0.0% 0.0 66 +49 4 —
☆CRWV funds › COREWEAVE INC HOLD — 0.0% +0.0% 0.0 97 +0 4 —
☆USA funds › LIBERTY ALL STAR EQUITY FD TRIM — 0.0% -0.0% 0.0 1,661 -5,373 4 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% -0.0% 0.0 70 +1 4 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC HOLD — 0.0% -0.0% 0.0 550 +0 4 —
☆BAC funds › BANK OF AMER CORP ADD — 0.0% -0.0% 0.0 167 +1 4 —
☆SERV funds › SERVE ROBOTICS INC HOLD — 0.0% -0.0% 0.0 1,421 +0 2 —
☆PHM funds › PULTE GROUP INC TRIM — 0.0% -0.0% 0.0 68 -4 4 —
☆LEU funds › CENTRUS ENERGY CORP HOLD — 0.0% -0.0% 0.0 55 +0 2 —
☆BFB funds › BROWN FORMAN CORP ADD — 0.0% -0.0% 0.0 342 +38 4 —
☆STLD funds › STEEL DYNAMICS INC HOLD — 0.0% +0.0% 0.0 40 +0 4 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 0.0 55 -45 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 275 765 0.19 31% 0.016 0.118 — in
2026Q1 232 756 0.09 36% 0.023 0.267 — in
2025Q4 247 765 0.11 35% 0.022 0.197 — in
2025Q3 220 760 0.26 31% 0.015 0.051 — in
2025Q2 175 114 0.14 47% 0.038 0.236 — entered
2025Q1 150 98 0.00 49% 0.036 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