Fund Universe

Lynx Investment Advisory

CIK 0002028812 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.063
AUM ($M)
305
Positions
230
Turnover
0.25
Top-10 wt
26%
Herfindahl
0.012
History (qtrs)
6
Excess Return

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Quarter
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Holdings · 234 positions · portfolio value $305M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPHQ funds › INVESCO S&P 500 QUALITY ETF TRIM 4.2% -1.1% 12.7 140,854 -4,604 5
AAPL funds › APPLE INC COM ADD 3.2% +0.1% 9.6 33,310 +7,885 5
IGRO funds › ISHARES INTL DIVIDEND GROWTH ETF ADD 2.9% -1.0% 8.8 99,813 +2,600 5
VEA funds › VANGUARD FTSE DEV MKTS ETF (VEA) ADD 2.7% +1.2% 8.2 115,401 +66,614 5
SPY funds › SPDR S&P 500 ETF ADD 2.5% +0.4% 7.6 10,121 +3,452 5
DFAI funds › DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF ADD 2.3% -0.8% 7.0 170,009 +3,445 5
IJH funds › ISHARES CORE S&P MID-CAP ETF TRIM 2.3% -1.4% 7.0 90,156 -25,170 5
NOBL funds › PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ADD 2.1% -1.1% 6.5 116,127 +51,476 5
GLD funds › SPDR GOLD SHARES ETF ADD 2.0% -1.4% 6.2 16,959 +148 5
GLDM funds › SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST TRIM 1.9% -1.3% 5.7 71,293 -935 5
GOOGL funds › ALPHABET INC CAP STK CL A ADD 1.7% -0.2% 5.3 14,880 +833 5
VSS funds › VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF ADD 1.5% +1.3% 4.5 29,455 +26,805 2
VTI funds › VANGUARD TOTAL STOCK MKT ETF (VTI) ADD 1.4% +1.2% 4.3 11,633 +10,200 2
SPMD funds › STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF ADD 1.4% -0.4% 4.3 63,180 +417 5
VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ADD 1.4% +1.2% 4.2 51,033 +46,663 2
VB funds › VANGUARD SMALL-CAP ETF ADD 1.3% +1.0% 4.0 13,075 +11,051 2
IAU funds › ISHARES GOLD TRUST ADD 1.3% -0.7% 3.9 51,396 +3,577 5
VT funds › VANGUARD TOTAL WORLD STOCK ETF ADD 1.3% +1.1% 3.8 24,446 +22,765 4
MSFT funds › MICROSOFT CORP COM ADD 1.3% -0.4% 3.8 10,257 +973 5
AMZN funds › AMAZON COM INC COM ADD 1.2% -0.3% 3.7 15,393 +302 5
VCRB funds › VANGUARD CORE BOND ETF ADD 1.2% -0.5% 3.6 47,001 +2,175 5
BND funds › VANGUARD TOTAL BOND MARKET ETF ADD 1.2% +0.4% 3.6 49,223 +26,634 5
MA funds › MASTERCARD INCORPORATED CL A ADD 1.2% -0.1% 3.6 6,965 +1,835 5
FGD funds › FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND TRIM 1.2% -0.9% 3.5 110,305 -23,000 5
VCSH funds › VANGUARD ST CORP BOND ETF (VCSH) ADD 1.1% +1.0% 3.4 43,290 +39,975 2
VIG funds › VANGUARD DIVIDEND APPRECIATION ETF ADD 1.1% -0.3% 3.4 14,397 +847 5
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD 1.0% -0.3% 3.0 18,996 +172 5
TIPX funds › STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF ADD 1.0% -0.1% 3.0 158,174 +42,184 5
VNQ funds › VANGUARD REAL ESTATE ETF ADD 1.0% +0.9% 3.0 30,728 +28,448 2
VO funds › VANGUARD MID-CAP ETF ADD 0.9% +0.8% 2.9 35,955 +34,841 2
VWO funds › VANGUARD FTSE EMRG MKTS ETF (VWO) ADD 0.9% +0.4% 2.8 47,737 +28,905 5
SCHX funds › SCHWAB U.S. LARGE-CAP ETF TRIM 0.9% -0.3% 2.8 95,065 -256 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW HOLD 0.9% -0.4% 2.8 5,582 +0 5
SPHD funds › INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF TRIM 0.9% -0.8% 2.7 53,053 -16,730 5
VTV funds › VANGUARD VALUE ETF ADD 0.9% +0.6% 2.6 11,988 +8,837 5
VNQI funds › VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF ADD 0.8% +0.7% 2.5 56,268 +50,210 2
RTX funds › RTX CORPORATION COM NEW 0.8% +0.8% 2.5 13,124 +13,124 1
AKRE funds › AKRE FOCUS ETF TRIM 0.8% -1.4% 2.4 46,012 -43,127 3
BIV funds › VANGUARD INTERMEDIATE-TERM BOND ETF TRIM 0.8% -0.5% 2.4 31,779 -4,361 5
WOOD funds › ISHARES GLOBAL TIMBER & FORESTRY ETF ADD 0.7% -0.3% 2.1 31,861 +1,870 5
ACWI funds › ISHARES MSCI ACWI ETF NEW 0.7% +0.7% 2.0 12,983 +12,983 1
NVDA funds › NVIDIA CORPORATION COM ADD 0.7% -0.1% 2.0 10,130 +1,482 5
VOE funds › VANGUARD MID-CAP VALUE ETF NEW 0.6% +0.6% 1.8 9,200 +9,200 1
SOXX funds › ISHARES SEMICONDUCTOR ETF TRIM 0.6% +0.1% 1.7 2,664 -543 5
DUHP funds › DIMENSIONAL US HIGH PROFITABILITY ETF ADD 0.6% +0.4% 1.7 40,769 +31,087 2
CGW funds › INVESCO S&P GLOBAL WATER INDEX ETF TRIM 0.6% -0.2% 1.7 25,625 -278 5
DFAE funds › DIMENSIONAL EMERGING CORE EQUITY MARKET ETF ADD 0.5% +0.1% 1.7 41,643 +12,382 5
JNK funds › STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF NEW 0.5% +0.5% 1.7 17,359 +17,359 1
TDTT funds › FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND TRIM 0.5% -0.5% 1.7 69,588 -17,611 5
JPM funds › JPMORGAN CHASE & CO COM ADD 0.5% +0.1% 1.6 5,005 +2,121 5
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF ADD 0.5% -0.4% 1.6 29,691 +71 5
VOO funds › VANGUARD S&P 500 ETF ADD 0.5% +0.0% 1.6 2,257 +631 5
V funds › VISA INC COM CL A ADD 0.5% -0.0% 1.5 4,397 +712 5
AMLP funds › ALERIAN MLP ETF NEW ETP 0.5% +0.5% 1.5 28,557 +28,557 1
VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ADD 0.5% +0.4% 1.5 17,491 +14,649 2
PFE funds › PFIZER INC COM ADD 0.5% -0.3% 1.4 59,638 +5,347 5
SEIE funds › SEI SELECT INTERNATIONAL EQUITY ETF TRIM 0.5% -0.2% 1.4 40,241 -1,086 5
GOOG funds › ALPHABET INC CAP STK CL C ADD 0.4% -0.1% 1.3 3,807 +68 5
VGIT funds › VANGUARD INTERMEDIATE-TERM TREASURY ETF NEW 0.4% +0.4% 1.3 22,420 +22,420 1
VBR funds › VANGUARD SMALL CAP VALUE ETF ADD 0.4% +0.3% 1.3 5,438 +4,162 2
TFC funds › TRUIST FINL CORP COM NEW 0.4% +0.4% 1.3 26,046 +26,046 1
BILS funds › STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF ADD 0.4% +0.0% 1.3 12,757 +4,627 5
VZ funds › VERIZON COMMUNICATIONS INC COM ADD 0.4% -0.2% 1.3 29,710 +3,674 5
VUG funds › VANGUARD GROWTH ETF ADD 0.4% +0.0% 1.2 13,951 +12,290 5
AMD funds › ADVANCED MICRO DEVICES INC COM TRIM 0.4% +0.2% 1.2 2,057 -264 5
OGE funds › OGE ENERGY CORP COM ADD 0.4% -0.2% 1.2 24,260 +157 5
JAAA funds › JANUS HENDERSON AAA CLO ETF NEW 0.4% +0.4% 1.2 23,065 +23,065 1
PNC funds › PNC FINL SVCS GROUP INC COM ADD 0.4% +0.0% 1.1 4,537 +1,077 5
EPI funds › WISDOMTREE INDIA EARNINGS FUND NEW 0.4% +0.4% 1.1 25,886 +25,886 1
DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF TRIM 0.4% -0.2% 1.1 29,898 -2,745 5
AES funds › AES CORP COM ADD Common Stock 0.4% -0.1% 1.1 75,005 +112 5
EOI funds › EATON VANCE ENHANCED EQUITY COM NEW 0.4% +0.4% 1.1 55,505 +55,505 1
PPA funds › INVESCO AEROSPACE & DEFENSE ETF ADD 0.4% -0.1% 1.1 6,052 +269 5
CVX funds › CHEVRON CORPORATION COM ADD 0.3% -0.1% 1.1 6,354 +1,869 5
SEIV funds › SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF TRIM 0.3% -0.1% 1.0 21,766 -512 5
CAT funds › CATERPILLAR INC COM TRIM 0.3% -0.0% 1.0 972 -129 5
SCHB funds › SCHWAB U.S. BROAD MARKET ETF NEW 0.3% +0.3% 1.0 35,692 +35,692 1
TIP funds › ISHARES TIPS BOND ETF ADD 0.3% +0.1% 1.0 9,329 +4,733 5
EOS funds › EATON VANCE ENHANCED EQUITY IN COM NEW 0.3% +0.3% 1.0 45,996 +45,996 1
ICLN funds › ISHARES GLOBAL CLEAN ENERGY ETF NEW 0.3% +0.3% 1.0 49,404 +49,404 1
SEIM funds › SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF TRIM 0.3% -0.1% 1.0 17,665 -993 5
BSV funds › VANGUARD ST BOND ETF (BSV) ADD 0.3% +0.1% 1.0 12,653 +7,879 2
XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF TRIM 0.3% -0.1% 1.0 17,831 -165 5
CSCO funds › CISCO SYS INC COM ADD 0.3% +0.1% 1.0 8,121 +3,264 5
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM 0.3% -0.0% 1.0 5,004 -94 5
WMT funds › WALMART INC COM ADD 0.3% +0.1% 0.9 8,359 +4,369 5
XLU funds › STATE STREET UTILITIES SELECT SECTOR SPDR ETF ADD 0.3% -0.1% 0.9 20,704 +96 5
META funds › META PLATFORMS INC CL A ADD 0.3% -0.1% 0.9 1,651 +87 5
VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF ADD 0.3% -0.0% 0.9 7,593 +6,644 5
FLIN funds › FRANKLIN FTSE INDIA ETF TRIM 0.3% -0.1% 0.9 25,476 -555 5
IBM funds › INTERNATIONAL BUSINESS MACHS COM ADD 0.3% +0.0% 0.9 3,050 +808 5
FXI funds › ISHARES CHINA LARGE-CAP ETF NEW 0.3% +0.3% 0.8 26,659 +26,659 1
DFAS funds › DIMENSIONAL U.S. SMALL CAP ETF ADD 0.3% -0.1% 0.8 9,930 +542 4
CFG funds › CITIZENS FINL GROUP INC COM ADD 0.3% +0.0% 0.8 11,364 +2,713 5
PG funds › PROCTER & GAMBLE CO COM ADD 0.3% +0.0% 0.8 5,406 +2,192 5
GNR funds › STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF TRIM 0.3% -0.2% 0.8 11,771 -291 5
EFA funds › ISHARES MSCI EAFE ETF ADD 0.3% +0.1% 0.8 7,565 +4,950 3
TDTF funds › FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND ADD 0.3% -0.1% 0.8 33,058 +73 2
IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF TRIM 0.3% -0.1% 0.8 9,303 -43 5
GS funds › GOLDMAN SACHS GROUP INC COM ADD 0.3% +0.1% 0.8 755 +361 5
COP funds › CONOCOPHILLIPS COM ADD 0.2% -0.2% 0.8 7,290 +38 5
SEIS funds › SEI SELECT SMALL CAP ETF TRIM 0.2% -0.1% 0.8 22,461 -431 5
QQQ funds › INVESCO QQQ TRUST SERIES I ADD 0.2% +0.0% 0.7 1,018 +263 5
ABBV funds › ABBVIE INC COM ADD 0.2% +0.0% 0.7 2,938 +1,062 5
APA funds › APA CORPORATION COM ADD 0.2% -0.2% 0.7 22,609 +99 5
IHE funds › ISHARES U.S. PHARMACEUTICALS ETF ADD 0.2% -0.0% 0.7 7,322 +455 3
TSLA funds › TESLA INC COM ADD 0.2% -0.0% 0.7 1,714 +135 5
EIX funds › EDISON INTL COM ADD 0.2% -0.1% 0.7 9,584 +66 4
SPAB funds › STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF TRIM 0.2% -0.1% 0.7 27,884 -1,672 5
ORCL funds › ORACLE CORP COM ADD 0.2% +0.1% 0.7 4,809 +2,269 5
SCHA funds › SCHWAB U.S. SMALL-CAP ETF TRIM 0.2% -0.1% 0.7 19,175 -1,204 5
MCHI funds › ISHARES MSCI CHINA ETF ADD 0.2% -0.1% 0.7 13,541 +2,747 3
ORI funds › OLD REP INTL CORP COM ADD 0.2% -0.1% 0.7 16,292 +69 5
UBER funds › UBER TECHNOLOGIES INC COM TRIM 0.2% -0.1% 0.7 9,195 -65 5
IEFA funds › ISHARES CORE MSCI EAFE ETF ADD 0.2% -0.1% 0.7 6,848 +620 5
JNJ funds › JOHNSON & JOHNSON COM ADD 0.2% +0.1% 0.7 2,594 +1,367 4
FAF funds › FIRST AMERN FINL CORP COM ADD 0.2% -0.1% 0.7 9,486 +51 5
IVV funds › ISHARES CORE S&P 500 ETF ADD 0.2% +0.0% 0.6 865 +246 5
VTEB funds › VANGUARD TAX-EXEMPT BOND ETF ADD 0.2% -0.1% 0.6 12,605 +239 5
MRK funds › MERCK & CO INC COM ADD 0.2% +0.0% 0.6 4,906 +1,585 5
PHO funds › INVESCO WATER RESOURCES ETF ADD 0.2% -0.1% 0.6 9,093 +1 5
VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF NEW 0.2% +0.2% 0.6 7,277 +7,277 1
HBAN funds › HUNTINGTON BANCSHARES INC COM ADD 0.2% -0.1% 0.6 34,991 +213 5
RF funds › REGIONS FINANCIAL CORP NEW COM ADD 0.2% -0.1% 0.6 20,047 +146 5
IXC funds › ISHARES GLOBAL ENERGY ETF ADD 0.2% -0.1% 0.6 12,288 +39 5
TROW funds › PRICE T ROWE GROUP INC COM ADD 0.2% -0.0% 0.6 5,227 +27 5
XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF TRIM 0.2% -0.1% 0.6 3,725 -1,136 5
SEEM funds › SEI SELECT EMERGING MARKETS EQUITY ETF TRIM 0.2% -0.0% 0.6 14,723 -513 5
UNH funds › UNITEDHEALTH GROUP INC COM NEW 0.2% +0.2% 0.6 1,385 +1,385 1
WY funds › WEYERHAEUSER CO COM NEW ADD 0.2% -0.1% 0.6 23,774 +36 5
SCHV funds › SCHWAB U.S. LARGE-CAP VALUE ETF TRIM 0.2% -0.1% 0.6 16,342 -156 5
HPQ funds › HP INC COM ADD 0.2% +0.0% 0.6 25,814 +6,780 2
MRVL funds › MARVELL TECHNOLOGY INC COM NEW 0.2% +0.2% 0.6 1,884 +1,884 1
FNDF funds › SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF NEW 0.2% +0.2% 0.5 10,399 +10,399 1
AMAT funds › APPLIED MATLS INC COM ADD 0.2% +0.1% 0.5 756 +1 2
DFIP funds › DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF ADD 0.2% +0.0% 0.5 13,045 +4,394 5
SCHG funds › SCHWAB U.S. LARGE-CAP GROWTH ETF ADD 0.2% -0.0% 0.5 15,709 +160 5
IDEV funds › ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF TRIM 0.2% -0.1% 0.5 5,923 -72 5
MUB funds › ISHARES NATIONAL MUNI BOND ETF TRIM 0.2% -0.1% 0.5 4,863 -70 3
VOT funds › VANGUARD MID-CAP GROWTH ETF NEW 0.2% +0.2% 0.5 1,699 +1,699 1
LEND funds › SEI HIGH YIELD BOND & ALTERNATIVE CREDIT ETF NEW 0.2% +0.2% 0.5 20,659 +20,659 1
CUSIP:277432100 funds › EASTMAN CHEM CO COM ADD 0.2% -0.1% 0.5 7,725 +41 2
XLP funds › STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF ADD 0.2% -0.1% 0.5 6,107 +19 5
NFLX funds › NETFLIX INC. COM ADD 0.2% -0.2% 0.5 6,732 +3 5
UBSI funds › UNITED BANKSHARES INC WEST VA COM ADD 0.2% -0.0% 0.5 10,381 +57 5
BNDX funds › VANGUARD TOTAL INTERNATIONAL BOND ETF ADD 0.2% -0.1% 0.5 9,717 +427 5
FEZ funds › STATE STREET SPDR EURO STOXX 50 ETF ADD 0.2% -0.0% 0.5 6,831 +97 5
PLTR funds › PALANTIR TECHNOLOGIES INC CL A HOLD 0.2% -0.1% 0.5 4,008 +0 5
USB funds › US BANCORP COM NEW ADD 0.2% -0.0% 0.5 7,697 +52 5
SEIQ funds › SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF ADD 0.2% -0.0% 0.5 11,789 +413 5
SCHP funds › SCHWAB US TIPS ETF ADD 0.2% -0.1% 0.5 17,288 +867 5
ZION funds › ZIONS BANCORPORATION NATL ASSN COM ADD 0.1% -0.0% 0.4 6,157 +26 5
SDY funds › STATE STREET SPDR S&P DIVIDEND ETF HOLD 0.1% -0.1% 0.4 2,780 +0 2
VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ADD 0.1% +0.0% 0.4 8,190 +3,572 5
DFE funds › WISDOMTREE EUROPE SMALLCAP DIVIDEND FUND TRIM 0.1% -0.2% 0.4 5,714 -3,230 5
AZN funds › ASTRAZENECA PLC ORD ADD 0.1% +0.0% 0.4 2,144 +898 3
TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TRIM 0.1% -0.0% 0.4 849 -7 4
GLW funds › CORNING INC COM ADD 0.1% +0.0% 0.4 1,573 +1 2
FNF funds › FIDELITY NATL FINL INC COM SHS ADD 0.1% -0.1% 0.4 8,498 +57 5
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.1% +0.1% 0.4 2,912 +2,912 1
GIS funds › GENERAL MILLS INC COM ADD 0.1% -0.1% 0.4 11,348 +68 3
SPHY funds › STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF ADD 0.1% -0.0% 0.4 16,796 +797 5
KOMP funds › STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF TRIM 0.1% -0.0% 0.4 5,476 -74 5
IWR funds › ISHARES RUSSELL MIDCAP ETF TRIM 0.1% -0.1% 0.4 3,367 -1,199 3
SPYV funds › STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF ADD 0.1% -0.0% 0.4 5,913 +24 5
LNC funds › LINCOLN NATL CORP IND COM ADD 0.1% -0.1% 0.4 10,082 +61 2
BEN funds › FRANKLIN RESOURCES INC COM ADD 0.1% -0.0% 0.4 10,602 +55 5
CHRD funds › CHORD ENERGY CORPORATION COM NEW ADD 0.1% -0.1% 0.4 3,067 +17 5
MFSI funds › MFS ACTIVE INTERNATIONAL ETF ADD 0.1% +0.0% 0.3 10,770 +3,770 4
IYW funds › ISHARES U.S. TECHNOLOGY ETF NEW 0.1% +0.1% 0.3 1,368 +1,368 1
VV funds › VANGUARD LARGE-CAP ETF ADD 0.1% -0.0% 0.3 981 +1 5
GE funds › GE AEROSPACE COM NEW ADD 0.1% -0.0% 0.3 898 +28 5
PRU funds › PRUDENTIAL FINL INC COM ADD 0.1% -0.0% 0.3 3,050 +20 2
CMCSA funds › COMCAST CORP NEW CL A ADD 0.1% -0.1% 0.3 13,277 +152 2
BBY funds › BEST BUY INC COM ADD 0.1% -0.0% 0.3 4,295 +33 5
BMY funds › BRISTOL-MYERS SQUIBB CO COM ADD 0.1% -0.1% 0.3 5,540 +67 2
MBB funds › ISHARES MBS ETF ADD 0.1% -0.0% 0.3 3,352 +395 5
BAC funds › BANK OF AMER CORP COM TRIM 0.1% -0.0% 0.3 5,544 -543 5
HD funds › HOME DEPOT INC COM ADD 0.1% -0.0% 0.3 894 +70 5
VBK funds › VANGUARD SMALL-CAP GROWTH ETF NEW 0.1% +0.1% 0.3 862 +862 1
NXST funds › NEXSTAR MEDIA GROUP INC COMMON STOCK ADD 0.1% -0.0% 0.3 1,761 +11 5
COST funds › COSTCO WHOLESALE CORPORATION COM HOLD 0.1% -0.1% 0.3 330 +0 5
PAVE funds › GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF ADD 0.1% -0.0% 0.3 5,213 +740 3
ROK funds › ROCKWELL AUTOMATION INC COM NEW 0.1% +0.1% 0.3 615 +615 1
WM funds › WASTE MGMT INC DEL COM ADD 0.1% -0.0% 0.3 1,348 +4 5
TMO funds › THERMO FISHER SCIENTIFIC INC COM NEW 0.1% +0.1% 0.3 594 +594 1
PH funds › PARKER-HANNIFIN CORP COM NEW 0.1% +0.1% 0.3 303 +303 1
DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF ADD 0.1% -0.0% 0.3 6,487 +3 4
VHT funds › VANGUARD HEALTH CARE ETF ADD 0.1% -0.0% 0.3 929 +3 5
RYN funds › RAYONIER INC COM HOLD 0.1% -0.0% 0.3 13,032 +0 4
DAL funds › DELTA AIR LINES INC COM NEW NEW 0.1% +0.1% 0.3 2,955 +2,955 1
VPU funds › VANGUARD UTILITIES ETF ADD 0.1% -0.0% 0.3 1,400 +100 2
ACWV funds › ISHARES MSCI GLOBAL MIN VOL FACTOR ETF ADD 0.1% -0.0% 0.3 2,276 +71 5
NVS funds › NOVARTIS AG SPONSORED ADR NEW 0.1% +0.1% 0.3 1,709 +1,709 1
GEV funds › GE VERNOVA INC COM NEW 0.1% +0.1% 0.3 223 +223 1
INTC funds › INTEL CORP COM NEW 0.1% +0.1% 0.3 1,852 +1,852 1
IWS funds › ISHARES RUSSELL MID-CAP VALUE ETF NEW 0.1% +0.1% 0.3 1,570 +1,570 1
XSW funds › STATE STREET SPDR S&P SOFTWARE & SERVICES ETF NEW 0.1% +0.1% 0.3 1,491 +1,491 1
IGSB funds › ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF NEW 0.1% +0.1% 0.3 4,875 +4,875 1
REZ funds › ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF ADD 0.1% -0.0% 0.3 2,689 +276 2
BCI funds › ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF TRIM 0.1% -0.1% 0.3 11,377 -396 2
QUS funds › STATE STREET SPDR MSCI USA STRATEGICFACTORS ETF TRIM 0.1% -0.0% 0.3 1,352 -142 5
PAAA funds › PGIM AAA CLO ETF ADD 0.1% -0.0% 0.3 4,887 +205 2
SCHK funds › SCHWAB 1000 INDEX ETF NEW 0.1% +0.1% 0.2 6,900 +6,900 1
DIHP funds › DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF ADD 0.1% -0.0% 0.2 7,270 +48 2
XAR funds › STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF HOLD 0.1% -0.0% 0.2 838 +0 3
VWOB funds › VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF TRIM 0.1% -0.0% 0.2 3,535 -17 3
PVAL funds › PUTNAM FOCUSED LARGE CAP VALUE ETF HOLD 0.1% -0.0% 0.2 4,621 +0 2
SCHO funds › SCHWAB SHORT-TERM US TREASURY ETF ADD 0.1% -0.0% 0.2 9,687 +396 5
EMLC funds › VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF ADD 0.1% -0.0% 0.2 9,020 +965 2
LVHD funds › FRANKLIN U.S. LOW VOLATILITY HIGH DIVIDEND INDEX ETF NEW 0.1% +0.1% 0.2 5,144 +5,144 1
PSA funds › PUBLIC STORAGE COM NEW 0.1% +0.1% 0.2 710 +710 1
AEP funds › AMERICAN ELEC PWR CO INC COM NEW 0.1% +0.1% 0.2 1,628 +1,628 1
NET funds › CLOUDFLARE INC CL A COM NEW 0.1% +0.1% 0.2 900 +900 1
CINF funds › CINCINNATI FINL CORP COM NEW 0.1% +0.1% 0.2 1,189 +1,189 1
ABT funds › ABBOTT LABORATORIES COM NEW 0.1% +0.1% 0.2 2,400 +2,400 1
KBWB funds › INVESCO KBW BANK ETF NEW 0.1% +0.1% 0.2 2,305 +2,305 1
UPS funds › UNITED PARCEL SVCS INC CL B NEW 0.1% +0.1% 0.2 1,988 +1,988 1
MOAT funds › VANECK MORNINGSTAR WIDE MOAT ETF NEW 0.1% +0.1% 0.2 2,043 +2,043 1
ITA funds › ISHARES U.S. AEROSPACE & DEFENSE ETF NEW 0.1% +0.1% 0.2 876 +876 1
ARE funds › ALEXANDRIA REAL ESTATE EQ INC COM NEW 0.1% +0.1% 0.2 4,000 +4,000 1
CVS funds › CVS HEALTH CORP COM NEW 0.1% +0.1% 0.2 2,033 +2,033 1
USIG funds › ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF NEW 0.1% +0.1% 0.2 4,088 +4,088 1
FLR funds › FLUOR CORP COM NEW 0.1% +0.1% 0.2 4,000 +4,000 1
QCOM funds › QUALCOMM INC COM NEW 0.1% +0.1% 0.2 1,126 +1,126 1
IVW funds › ISHARES S&P 500 GROWTH ETF NEW 0.1% +0.1% 0.2 1,504 +1,504 1
IYM funds › ISHARES U.S. BASIC MATERIALS ETF HOLD 0.1% -0.0% 0.2 1,141 +0 2
SCZ funds › ISHARES MSCI EAFE SMALL-CAP ETF NEW 0.1% +0.1% 0.2 2,468 +2,468 1
IXJ funds › ISHARES GLOBAL HEALTHCARE ETF NEW 0.1% +0.1% 0.2 2,053 +2,053 1
PGX funds › INVESCO PREFERRED ETF NEW 0.0% +0.0% 0.1 10,006 +10,006 1
CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT 0.0% -0.1% 0.0 0 -1,027 0
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.1% 0.0 0 -1,758 0
CUSIP:G4474Y214 funds › JANUS HENDERSON GROUP PLC ORD SHS EXIT 0.0% -0.4% 0.0 0 -17,440 0
PEP funds › PEPSICO INC COM EXIT 0.0% -0.1% 0.0 0 -1,297 0

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 305 230 0.25 26% 0.012 0.063 in
2026Q1 209 181 0.13 33% 0.017 0.179 in
2025Q4 183 166 0.08 34% 0.018 0.199 in
2025Q3 167 150 0.06 35% 0.019 0.224 in
2025Q2 153 147 0.08 35% 0.019 0.219 entered
2025Q1 150 144 0.00 36% 0.021 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