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☆Quest 10 Wealth Builders, Inc.

CIK 0002035215 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.143
AUM ($M)
129
Positions
776
Turnover
0.12
Top-10 wt
34%
Herfindahl
0.018
History (qtrs)
6
Excess Return
not eligible

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Quarter
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Security type

Holdings · 500 of 837 positions (showing top 500 by weight) · portfolio value $129M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS TRIM — 5.9% -0.1% 7.6 11,053 -372 5 —
☆IVV funds › ISHARES TR ADD — 4.4% +0.1% 5.7 7,635 +19 5 —
☆VUG funds › VANGUARD INDEX FDS ADD — 3.9% +0.2% 5.0 58,281 +48,523 5 —
☆IYW funds › ISHARES TR ADD — 3.6% +0.7% 4.6 18,329 +222 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 3.4% -0.1% 4.4 20,259 -111 5 —
☆IWY funds › ISHARES TR ADD — 3.3% +0.4% 4.3 14,731 +1,246 5 —
☆SCEC funds › CAPITOL SER TR ADD — 2.9% +0.4% 3.8 150,732 +33,610 5 —
☆IJR funds › ISHARES TR ADD — 2.5% +0.2% 3.2 21,755 +131 5 —
☆GLD funds › SPDR GOLD TR TRIM — 2.1% -0.7% 2.7 7,209 -105 5 —
☆DGRO funds › ISHARES TR ADD — 2.0% +0.3% 2.6 34,471 +6,358 5 —
☆IWX funds › ISHARES TR ADD — 2.0% +0.2% 2.6 24,632 +2,560 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.7% +0.2% 2.2 2,963 -9 5 —
☆IYH funds › ISHARES TR TRIM — 1.6% -0.1% 2.1 31,694 -513 5 —
☆SCEP funds › STERLING CAP FDS TRIM — 1.6% -0.1% 2.1 82,076 -1,807 2 —
☆SIXD funds › AIM ETF PRODUCTS TRUST NEW — 1.4% +1.4% 1.8 58,666 +58,666 1 —
☆IEMG funds › ISHARES INC ADD — 1.4% +0.1% 1.8 21,405 +877 5 —
☆SCMC funds › STERLING CAP FDS ADD — 1.3% +0.0% 1.7 68,997 +8,221 2 —
☆SPYM funds › SPDR SERIES TRUST ADD — 1.3% +0.1% 1.7 18,794 +559 5 —
☆ONEZ funds › ELEVATION SERIES TRUST ADD — 1.2% +0.6% 1.6 56,277 +27,534 5 —
☆MAYT funds › AIM ETF PRODUCTS TRUST NEW — 1.2% +1.2% 1.5 39,673 +39,673 1 —
☆IXUS funds › ISHARES TR TRIM — 1.1% -0.0% 1.4 14,965 -54 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 1.1% -0.0% 1.4 3,774 -162 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.1% +0.0% 1.4 6,972 -69 5 —
☆EFV funds › ISHARES TR ADD — 1.0% -0.0% 1.3 17,626 +1,517 5 —
☆XLP funds › SELECT SECTOR SPDR TR ADD — 1.0% -0.1% 1.3 15,325 +61 5 —
☆IWS funds › ISHARES TR ADD — 1.0% +0.0% 1.3 7,626 +254 5 —
☆MINT funds › PIMCO ETF TR TRIM — 0.9% -0.1% 1.2 12,024 -72 5 —
☆EFG funds › ISHARES TR ADD — 0.9% +0.0% 1.2 9,716 +453 5 —
☆AAPL funds › APPLE INC ADD — 0.9% +0.0% 1.2 4,159 +119 5 —
☆USRT funds › ISHARES TR ADD — 0.9% +0.0% 1.2 17,714 +222 5 —
☆PMAY funds › INNOVATOR ETFS TRUST ADD — 0.9% -0.1% 1.2 28,275 +863 5 —
☆DECT funds › AIM ETF PRODUCTS TRUST ADD — 0.9% +0.0% 1.2 29,579 +986 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.9% +0.0% 1.1 4,710 +146 5 —
☆AGG funds › ISHARES TR TRIM — 0.8% -0.1% 1.1 10,622 -241 5 —
☆JUNT funds › AIM ETF PRODUCTS TRUST NEW — 0.8% +0.8% 1.0 25,779 +25,779 1 —
☆PAPR funds › INNOVATOR ETFS TRUST ADD — 0.7% -0.0% 0.9 21,914 +184 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.7% -0.1% 0.9 2,381 +25 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.6% +0.2% 0.8 2,315 +653 5 —
☆FEBT funds › AIM ETF PRODUCTS TRUST NEW — 0.6% +0.6% 0.8 19,465 +19,465 1 —
☆PJUN funds › INNOVATOR ETFS TRUST ADD — 0.6% -0.1% 0.8 18,077 +88 5 —
☆VNLA funds › JANUS DETROIT STR TR ADD — 0.6% +0.1% 0.8 15,851 +4,005 5 —
☆VTWO funds › VANGUARD SCOTTSDALE FDS ADD — 0.6% +0.1% 0.7 5,974 +470 5 —
☆AGEM funds › ABRDN FDS TRIM — 0.5% +0.0% 0.7 14,238 -242 3 —
☆PSEP funds › INNOVATOR ETFS TRUST HOLD — 0.5% -0.0% 0.7 15,258 +0 5 —
☆IDEV funds › ISHARES TR TRIM — 0.5% -0.1% 0.7 7,781 -578 5 —
☆BILZ funds › PIMCO ETF TR ADD — 0.5% +0.3% 0.7 6,826 +4,412 5 —
☆PAUG funds › INNOVATOR ETFS TRUST TRIM — 0.5% -0.0% 0.7 14,972 -16 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.5% -0.1% 0.7 5,330 +81 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 0.7 2,206 -60 5 —
☆DVY funds › ISHARES TR TRIM — 0.5% -0.1% 0.7 4,231 -82 5 —
☆PDEC funds › INNOVATOR ETFS TRUST TRIM — 0.5% -0.1% 0.7 14,174 -1,000 5 —
☆GLDM funds › WORLD GOLD TR ADD — 0.5% -0.2% 0.6 8,174 +74 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.5% +0.0% 0.6 822 +0 5 —
☆PJUL funds › INNOVATOR ETFS TRUST TRIM — 0.5% -0.1% 0.6 12,483 -1,002 5 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST TRIM — 0.5% -0.0% 0.6 12,611 -600 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.5% -0.0% 0.6 2,299 +34 5 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.4% +0.0% 0.6 11,462 +660 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.4% +0.2% 0.5 935 -39 5 —
☆TIP funds › ISHARES TR ADD — 0.4% -0.1% 0.5 4,962 +18 5 —
☆IWF funds › ISHARES TR ADD — 0.4% -0.0% 0.5 4,166 +3,080 5 —
☆POCT funds › INNOVATOR ETFS TRUST HOLD — 0.4% -0.0% 0.5 10,851 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 0.4% -0.0% 0.5 3,049 -34 5 —
☆SEPZ funds › ELEVATION SERIES TRUST TRIM — 0.4% -0.1% 0.5 10,489 -1,689 4 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.3% -0.1% 0.5 7,634 -139 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.3% 0.4 14,098 +12,876 2 —
☆PNOV funds › INNOVATOR ETFS TRUST TRIM — 0.3% -0.0% 0.4 9,870 -398 5 —
☆IWP funds › ISHARES TR ADD — 0.3% +0.0% 0.4 2,864 +405 5 —
☆MAYW funds › AIM ETF PRODUCTS TRUST NEW — 0.3% +0.3% 0.4 11,654 +11,654 1 —
☆CVS funds › CVS HEALTH CORP ADD — 0.3% +0.1% 0.4 3,914 +2 5 —
☆WDIV funds › SPDR INDEX SHS FDS TRIM — 0.3% -0.0% 0.4 5,067 -88 5 —
☆FGD funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.0% 0.4 12,526 -256 5 —
☆AVGO funds › BROADCOM INC ADD — 0.3% +0.0% 0.4 1,051 +7 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.3% +0.2% 0.4 304 +35 5 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 0.3 1,355 +2 5 —
☆SPAB funds › SPDR SERIES TRUST TRIM — 0.3% -0.0% 0.3 12,928 -158 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.3% +0.0% 0.3 5,649 -155 5 —
☆CUSIP:78473E103 funds › SPX TECHNOLOGIES INC HOLD — 0.2% +0.0% 0.3 1,292 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND TRIM — 0.2% -0.0% 0.3 592 -1 5 —
☆FNB funds › F N B CORP ADD — 0.2% +0.0% 0.3 15,871 +1,105 5 —
☆QBER funds › ELEVATION SERIES TRUST ADD — 0.2% -0.0% 0.3 12,652 +1,147 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.2% -0.0% 0.3 4,183 -74 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% -0.0% 0.3 897 +3 5 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.2% -0.1% 0.3 1,770 -61 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.0% 0.3 5,040 -36 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.2% +0.0% 0.3 2,400 +2,100 5 —
☆INTC funds › INTEL CORP TRIM — 0.2% +0.1% 0.3 2,007 -12 5 —
☆HYG funds › ISHARES TR ADD — 0.2% -0.0% 0.3 3,473 +13 5 —
☆IVW funds › ISHARES TR TRIM — 0.2% +0.0% 0.3 2,005 -77 5 —
☆LRCX funds › LAM RESEARCH CORP TRIM — 0.2% +0.1% 0.3 626 -2 5 —
☆JUNW funds › AIM ETF PRODUCTS TRUST NEW — 0.2% +0.2% 0.3 7,468 +7,468 1 —
☆TLT funds › ISHARES TR ADD — 0.2% +0.0% 0.3 2,946 +670 5 —
☆NEAR funds › ISHARES U S ETF TR ADD — 0.2% -0.0% 0.2 4,569 +472 5 —
☆ITOT funds › ISHARES TR HOLD — 0.2% +0.0% 0.2 1,356 +0 5 —
☆JANW funds › AIM ETF PRODUCTS TRUST TRIM — 0.2% -0.0% 0.2 5,422 -45 5 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.2% -0.0% 0.2 2,870 -17 5 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.0% 0.2 3,653 -124 5 —
☆WMT funds › WALMART INC ADD — 0.2% -0.0% 0.2 1,767 +1 5 —
☆FEX funds › FIRST TR EXCHANGE-TRADED ALP TRIM — 0.1% +0.0% 0.2 1,374 -11 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 0.1% -0.0% 0.2 2,803 -113 5 —
☆GMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.1% +0.1% 0.2 4,369 +4,369 1 —
☆SGRT funds › TIDAL TRUST I ADD — 0.1% +0.1% 0.2 4,997 +4,463 4 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.1% -0.0% 0.2 198 +0 5 —
☆FEBW funds › AIM ETF PRODUCTS TRUST NEW — 0.1% +0.1% 0.2 5,074 +5,074 1 —
☆PJAN funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.2 3,642 -31 5 —
☆TSLA funds › TESLA INC ADD — 0.1% +0.0% 0.2 417 +61 5 —
☆PFEB funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.2 4,035 -474 5 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.0% 0.2 298 -9 5 —
☆CORO funds › BLACKROCK ETF TRUST ADD — 0.1% +0.0% 0.2 4,569 +353 2 —
☆EDIV funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.2 4,060 -50 5 —
☆DECW funds › AIM ETF PRODUCTS TRUST TRIM — 0.1% -0.0% 0.2 4,623 -52 5 —
☆IYF funds › ISHARES TR TRIM — 0.1% -0.0% 0.2 1,291 -12 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL ADD — 0.1% +0.1% 0.2 167 +21 5 —
☆MUB funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 1,482 +0 5 —
☆CAT funds › CATERPILLAR INC HOLD — 0.1% +0.0% 0.2 149 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.2 3,662 +297 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC HOLD — 0.1% +0.0% 0.2 198 +0 5 —
☆V funds › VISA INC ADD — 0.1% +0.0% 0.1 431 +43 5 —
☆SHV funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 1,305 -261 5 —
☆IYE funds › ISHARES TR HOLD — 0.1% -0.0% 0.1 2,482 +0 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN HOLD — 0.1% -0.0% 0.1 2,744 +0 5 —
☆ZTS funds › ZOETIS INC ADD — 0.1% -0.1% 0.1 1,923 +100 5 —
☆IUSB funds › ISHARES TR ADD — 0.1% -0.0% 0.1 2,969 +74 5 —
☆IVE funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 583 -142 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.1% +0.0% 0.1 109 -2 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.1% +0.1% 0.1 1,317 +1,028 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.1% -0.0% 0.1 1,542 +1,155 5 —
☆VOT funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 0.1 403 -2 5 —
☆PAYM funds › ELEVATION SERIES TRUST TRIM — 0.1% -0.0% 0.1 4,879 -1,651 2 —
☆FDVV funds › FIDELITY COVINGTON TRUST TRIM — 0.1% -0.0% 0.1 2,000 -160 5 —
☆DHI funds › D R HORTON INC HOLD — 0.1% +0.0% 0.1 738 +0 5 —
☆SCNM funds › STERLING CAP FDS ADD — 0.1% +0.0% 0.1 4,739 +942 2 —
☆MTUM funds › ISHARES TR ADD — 0.1% +0.0% 0.1 343 +11 5 —
☆PNC funds › PNC FINL SVCS GROUP INC TRIM — 0.1% +0.0% 0.1 477 -1 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% +0.0% 0.1 233 +22 5 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.1% -0.0% 0.1 1,540 +0 5 —
☆TQQQ funds › PROSHARES TR NEW — 0.1% +0.1% 0.1 1,378 +1,378 1 —
☆PM funds › PHILIP MORRIS INTL INC TRIM — 0.1% -0.0% 0.1 606 -8 5 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN TRIM — 0.1% +0.0% 0.1 1,247 -60 5 —
☆C funds › CITIGROUP INC ADD — 0.1% +0.0% 0.1 772 +4 5 —
☆SO funds › SOUTHERN CO HOLD — 0.1% -0.0% 0.1 1,117 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP HOLD — 0.1% -0.0% 0.1 206 +0 5 —
☆IYY funds › ISHARES TR HOLD — 0.1% +0.0% 0.1 573 +0 5 —
☆FV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% +0.0% 0.1 1,328 -3 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.1 641 -80 5 —
☆ICLO funds › INVESCO ACTIVELY MANAGED EXC HOLD — 0.1% -0.0% 0.1 3,891 +0 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.1% +0.0% 0.1 271 -16 5 —
☆CSCO funds › CISCO SYS INC TRIM — 0.1% +0.0% 0.1 795 -126 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 0.1 262 -6 5 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.1% -0.0% 0.1 337 +0 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 0.1 234 -1 5 —
☆GOVT funds › ISHARES TR ADD — 0.1% -0.0% 0.1 3,831 +194 5 —
☆ED funds › CONSOLIDATED EDISON INC HOLD — 0.1% -0.0% 0.1 788 +0 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.1% +0.0% 0.1 451 +0 5 —
☆XLSR funds › SSGA ACTIVE TR ADD — 0.1% +0.0% 0.1 1,313 +360 5 —
☆ORCL funds › ORACLE CORP ADD — 0.1% -0.0% 0.1 577 +4 5 —
☆IUSG funds › ISHARES TR HOLD — 0.1% +0.0% 0.1 440 +0 5 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.1 1,556 -3 5 —
☆KO funds › COCA COLA CO TRIM — 0.1% -0.0% 0.1 1,014 -5 5 —
☆DIV funds › GLOBAL X FDS HOLD — 0.1% -0.0% 0.1 4,312 +0 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.1% +0.0% 0.1 170 +0 5 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.1% +0.0% 0.1 738 +118 5 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 0.1 3,912 +253 5 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.1% -0.0% 0.1 257 +0 5 —
☆BNY funds › BANK OF NY MELLON CORP TRIM — 0.1% +0.0% 0.1 557 -20 5 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% +0.0% 0.1 1,405 +9 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 0.1 623 +10 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.1 467 +467 1 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.1 877 -16 5 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 0.1% +0.0% 0.1 1,463 -323 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.1 316 -2 5 —
☆FTCB funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.1 3,570 +73 5 —
☆IYK funds › ISHARES TR HOLD — 0.1% -0.0% 0.1 1,023 +0 5 —
☆MCK funds › MCKESSON CORP TRIM — 0.1% -0.0% 0.1 98 -14 5 —
☆VFLO funds › VICTORY PORTFOLIOS II TRIM — 0.1% +0.0% 0.1 1,567 -33 5 —
☆QTEC funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% +0.0% 0.1 207 +6 5 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 0.1 373 +101 5 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% -0.0% 0.1 832 +7 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% -0.0% 0.1 237 -55 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 0.1 128 +2 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.0% +0.0% 0.1 924 +37 5 —
☆PPL funds › PPL CORP ADD — 0.0% -0.0% 0.1 1,712 +13 5 —
☆CFG funds › CITIZENS FINL GROUP INC TRIM — 0.0% +0.0% 0.1 860 -18 5 —
☆IAUM funds › ISHARES GOLD TRUST MICRO TRIM — 0.0% -0.1% 0.1 1,505 -1,536 5 —
☆AVIG funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.1 1,441 +317 5 —
☆LDUR funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.1 615 +0 5 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 2,217 -1,513 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC ADD — 0.0% -0.0% 0.1 429 +1 5 —
☆TMSL funds › T ROWE PRICE EXCHANGE-TRADED TRIM — 0.0% +0.0% 0.1 1,338 -42 5 —
☆EIX funds › EDISON INTL ADD — 0.0% -0.0% 0.1 783 +6 5 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.0% -0.0% 0.1 511 -68 5 —
☆RCL funds › ROYAL CARIBBEAN GROUP HOLD — 0.0% +0.0% 0.1 182 +0 5 —
☆XLU funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.1 1,248 -2 5 —
☆USB funds › US BANCORP ADD — 0.0% +0.0% 0.1 932 +24 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.0% +0.0% 0.1 135 +2 5 —
☆PH funds › PARKER-HANNIFIN CORP HOLD — 0.0% -0.0% 0.1 57 +0 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.0% +0.0% 0.1 687 +30 5 —
☆MBB funds › ISHARES TR ADD — 0.0% -0.0% 0.1 586 +12 5 —
☆GEV funds › GE VERNOVA INC HOLD — 0.0% +0.0% 0.1 47 +0 5 —
☆NBOS funds › NEUBERGER BERMAN ETF TRUST HOLD — 0.0% -0.0% 0.1 1,959 +0 5 —
☆MPC funds › MARATHON PETE CORP TRIM — 0.0% -0.0% 0.1 208 -5 5 —
☆BLCR funds › BLACKROCK ETF TRUST ADD — 0.0% +0.0% 0.1 1,054 +72 2 —
☆MS funds › MORGAN STANLEY ADD — 0.0% +0.0% 0.1 251 +2 5 —
☆OKE funds › ONEOK INC NEW TRIM — 0.0% -0.0% 0.1 591 -8 5 —
☆ADM funds › ARCHER DANIELS MIDLAND CO ADD — 0.0% -0.0% 0.1 670 +21 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.0% -0.0% 0.1 1,056 -611 5 —
☆MAR funds › MARRIOTT INTL INC NEW HOLD — 0.0% +0.0% 0.1 138 +0 5 —
☆KEY funds › KEYCORP ADD — 0.0% +0.0% 0.1 2,192 +65 5 —
☆EXC funds › EXELON CORP ADD — 0.0% -0.0% 0.1 1,083 +8 5 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.1 2,092 +141 5 —
☆PYLD funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.1 1,890 +0 5 —
☆FITB funds › FIFTH THIRD BANCORP ADD — 0.0% +0.0% 0.0 885 +21 5 —
☆CLOI funds › VANECK ETF TRUST HOLD — 0.0% -0.0% 0.0 941 +0 5 —
☆F funds › FORD MTR CO ADD — 0.0% +0.0% 0.0 3,551 +135 3 —
☆PRU funds › PRUDENTIAL FINL INC TRIM — 0.0% -0.0% 0.0 454 -6 5 —
☆SHLD funds › GLOBAL X FDS ADD — 0.0% +0.0% 0.0 816 +222 4 —
☆HBAN funds › HUNTINGTON BANCSHARES INC ADD — 0.0% +0.0% 0.0 2,707 +36 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.0% -0.0% 0.0 177 -13 5 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.0% -0.0% 0.0 1,109 -387 5 —
☆HD funds › HOME DEPOT INC TRIM — 0.0% -0.0% 0.0 135 -2 5 —
☆GS funds › GOLDMAN SACHS GROUP INC HOLD — 0.0% +0.0% 0.0 47 +0 5 —
☆FIXD funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.0% +0.0% 0.0 1,080 +472 5 —
☆RF funds › REGIONS FINANCIAL CORP NEW ADD — 0.0% +0.0% 0.0 1,554 +95 5 —
☆JAAA funds › JANUS DETROIT STR TR TRIM — 0.0% -0.0% 0.0 925 -138 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.0% -0.0% 0.0 316 -1 5 —
☆IJH funds › ISHARES TR ADD — 0.0% +0.0% 0.0 597 +64 5 —
☆TFJL funds › INNOVATOR ETFS TRUST HOLD — 0.0% -0.0% 0.0 2,250 +0 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.0% +0.0% 0.0 62 +0 5 —
☆TKR funds › TIMKEN CO HOLD — 0.0% +0.0% 0.0 300 +0 5 —
☆IRM funds › IRON MTN INC DEL HOLD — 0.0% +0.0% 0.0 344 +0 5 —
☆ROE funds › EA SERIES TRUST TRIM — 0.0% -0.0% 0.0 1,019 -87 5 —
☆OMC funds › OMNICOM GROUP INC TRIM — 0.0% -0.0% 0.0 594 -9 5 —
☆BG funds › BUNGE GLOBAL SA ADD — 0.0% +0.0% 0.0 404 +105 3 —
☆TUA funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.0% -0.1% 0.0 2,099 -5,831 5 —
☆ANGL funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.0 1,465 -3 5 —
☆MGK funds › VANGUARD WORLD FD ADD — 0.0% +0.0% 0.0 484 +429 5 —
☆CDW funds › CDW CORP HOLD — 0.0% +0.0% 0.0 302 +0 5 —
☆FDMO funds › FIDELITY COVINGTON TRUST HOLD — 0.0% +0.0% 0.0 429 +0 5 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II HOLD — 0.0% +0.0% 0.0 139 +0 5 —
☆WELL funds › WELLTOWER INC HOLD — 0.0% +0.0% 0.0 184 +0 5 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.0% +0.0% 0.0 105 +39 5 —
☆TFC funds › TRUIST FINL CORP ADD — 0.0% -0.0% 0.0 834 +10 5 —
☆RGA funds › REINSURANCE GROUP AMER INC HOLD — 0.0% -0.0% 0.0 195 +0 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.0% -0.0% 0.0 175 -11 5 —
☆AIQ funds › GLOBAL X FDS TRIM — 0.0% -0.0% 0.0 631 -200 5 —
☆FXL funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 190 +0 5 —
☆ES funds › EVERSOURCE ENERGY ADD — 0.0% +0.0% 0.0 569 +128 3 —
☆AMT funds › AMERICAN TOWER CORP HOLD — 0.0% -0.0% 0.0 249 +0 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.0 251 -70 3 —
☆FIIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 1,901 +307 5 —
☆SMH funds › VANECK ETF TRUST HOLD — 0.0% +0.0% 0.0 60 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.0 457 +0 5 —
☆OGE funds › OGE ENERGY CORP ADD — 0.0% -0.0% 0.0 784 +7 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS TRIM — 0.0% -0.0% 0.0 813 -11 5 —
☆LECO funds › LINCOLN ELEC HLDGS INC HOLD — 0.0% -0.0% 0.0 143 +0 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 1,347 +1,347 1 —
☆AMAT funds › APPLIED MATLS INC ADD — 0.0% +0.0% 0.0 52 +2 5 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% +0.0% 0.0 364 +2 5 —
☆FE funds › FIRSTENERGY CORP ADD — 0.0% -0.0% 0.0 778 +13 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 1,325 -1,078 5 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN TRIM — 0.0% +0.0% 0.0 334 -8 5 —
☆CMS funds › CMS ENERGY CORP ADD — 0.0% -0.0% 0.0 470 +7 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% +0.0% 0.0 163 +131 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 375 +103 5 —
☆BBY funds › BEST BUY INC ADD — 0.0% +0.0% 0.0 447 +13 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.0% -0.0% 0.0 383 +7 5 —
☆LGOV funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 1,561 +331 5 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.0% -0.0% 0.0 221 +2 5 —
☆GPC funds › GENUINE PARTS CO TRIM — 0.0% -0.0% 0.0 281 -13 5 —
☆APH funds › AMPHENOL CORP ADD — 0.0% +0.0% 0.0 184 +61 5 —
☆BSX funds › BOSTON SCIENTIFIC CORP TRIM — 0.0% -0.0% 0.0 760 -3 5 —
☆HYI funds › WESTERN ASSET HIGH YIELD OPP ADD — 0.0% -0.0% 0.0 3,008 +79 5 —
☆NUE funds › NUCOR CORP HOLD — 0.0% +0.0% 0.0 142 +0 5 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.0 587 -1 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.0 606 +46 5 —
☆DTE funds › DTE ENERGY CO ADD — 0.0% -0.0% 0.0 205 +2 5 —
☆USIG funds › ISHARES TR ADD — 0.0% -0.0% 0.0 607 +2 5 —
☆ADBE funds › ADOBE INC ADD — 0.0% +0.0% 0.0 151 +50 5 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.0% +0.0% 0.0 614 +614 1 —
☆IWB funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 75 +0 5 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.0% -0.0% 0.0 260 +8 5 —
☆CSX funds › CSX CORP TRIM — 0.0% +0.0% 0.0 632 -10 5 —
☆BTI funds › BRITISH AMERN TOB PLC TRIM — 0.0% -0.0% 0.0 482 -4 5 —
☆PNW funds › PINNACLE WEST CAP CORP ADD — 0.0% -0.0% 0.0 277 +9 3 —
☆VPU funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.0 148 -10 5 —
☆UUP funds › INVESCO DB US DLR INDEX TR HOLD — 0.0% -0.0% 0.0 1,007 +0 5 —
☆RTX funds › RTX CORPORATION ADD — 0.0% -0.0% 0.0 151 +4 5 —
☆SWKS funds › SKYWORKS SOLUTIONS INC ADD — 0.0% +0.0% 0.0 420 +12 5 —
☆UTG funds › REAVES UTIL INCOME FD HOLD — 0.0% -0.0% 0.0 687 +0 4 —
☆SKOR funds › FLEXSHARES TR ADD — 0.0% +0.0% 0.0 573 +96 5 —
☆FXH funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 227 +4 5 —
☆SPTL funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 1,048 -663 5 —
☆SPBO funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 943 +146 5 —
☆IWM funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 91 -37 5 —
☆ORI funds › OLD REP INTL CORP HOLD — 0.0% -0.0% 0.0 667 +0 3 —
☆PKG funds › PACKAGING CORP AMER TRIM — 0.0% -0.0% 0.0 114 -3 5 —
☆LAZ funds › LAZARD INC HOLD — 0.0% -0.0% 0.0 645 +0 3 —
☆PEG funds › PUBLIC SVC ENTERPRISE GROUP TRIM — 0.0% -0.0% 0.0 333 -5 5 —
☆XTEN funds › BONDBLOXX ETF TRUST ADD — 0.0% -0.0% 0.0 591 +13 5 —
☆FBNC funds › FIRST BANCORP N C TRIM — 0.0% -0.0% 0.0 415 -152 4 —
☆GIS funds › GENERAL MILLS INC TRIM — 0.0% -0.0% 0.0 755 -7 5 —
☆ILTB funds › ISHARES TR ADD — 0.0% +0.0% 0.0 530 +86 5 —
☆FDT funds › FIRST TR EXCH TRD ALPHDX FD ADD — 0.0% +0.0% 0.0 275 +21 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% -0.0% 0.0 435 +0 5 —
☆GWX funds › SPDR INDEX SHS FDS ADD — 0.0% +0.0% 0.0 593 +156 5 —
☆EBF funds › ENNIS INC TRIM — 0.0% -0.0% 0.0 1,220 -780 5 —
☆IWO funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 66 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.0 327 +0 5 —
☆QUAL funds › ISHARES TR TRIM — 0.0% -0.1% 0.0 115 -504 5 —
☆ALL funds › ALLSTATE CORP HOLD — 0.0% +0.0% 0.0 106 +0 5 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.0% -0.0% 0.0 62 -1 5 —
☆COWZ funds › PACER FDS TR TRIM — 0.0% -0.0% 0.0 400 -106 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.0% -0.0% 0.0 163 -13 5 —
☆NULG funds › NUSHARES ETF TR NEW — 0.0% +0.0% 0.0 207 +207 1 —
☆LIN funds › LINDE PLC HOLD — 0.0% -0.0% 0.0 47 +0 5 —
☆ENB funds › ENBRIDGE INC TRIM — 0.0% -0.0% 0.0 440 -8 5 —
☆ETN funds › EATON CORP PLC HOLD — 0.0% +0.0% 0.0 56 +0 5 —
☆PPA funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.0 135 +0 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 200 -32 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 476 +63 5 —
☆ROUS funds › LATTICE STRATEGIES TR ADD — 0.0% +0.0% 0.0 351 +1 5 —
☆FIDU funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 234 +33 2 —
☆O funds › REALTY INCOME CORP TRIM — 0.0% -0.0% 0.0 375 -2 5 —
☆IQV funds › IQVIA HLDGS INC HOLD — 0.0% +0.0% 0.0 120 +0 5 —
☆FSIG funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 1,221 +163 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.0% -0.0% 0.0 430 +0 5 —
☆AVY funds › AVERY DENNISON CORP HOLD — 0.0% -0.0% 0.0 140 +0 5 —
☆BOND funds › PIMCO ETF TR HOLD — 0.0% -0.0% 0.0 246 +0 5 —
☆VBK funds › VANGUARD INDEX FDS HOLD — 0.0% +0.0% 0.0 62 +0 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.0 194 -16 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F HOLD — 0.0% -0.0% 0.0 400 +0 5 —
☆ARCC funds › ARES CAPITAL CORP HOLD — 0.0% -0.0% 0.0 1,217 +0 5 —
☆DOV funds › DOVER CORP TRIM — 0.0% -0.0% 0.0 99 -2 5 —
☆IP funds › INTERNATIONAL PAPER CO TRIM — 0.0% -0.0% 0.0 581 -6 5 —
☆DIS funds › DISNEY WALT CO ADD — 0.0% +0.0% 0.0 228 +87 5 —
☆LALT funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 908 +908 1 —
☆ESGU funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 133 +0 5 —
☆CARY funds › ANGEL OAK FUNDS TRUST TRIM — 0.0% -0.0% 0.0 1,046 -12 5 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.0 451 +31 5 —
☆MET funds › METLIFE INC TRIM — 0.0% +0.0% 0.0 254 -8 5 —
☆ONEQ funds › FIDELITY COMWLTH TR NEW — 0.0% +0.0% 0.0 208 +208 1 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆LMUB funds › ISHARES TR HOLD — 0.0% -0.0% 0.0 410 +0 2 —
☆IEFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 216 -14 5 —
☆JNK funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 214 +0 5 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.0% -0.0% 0.0 167 +4 5 —
☆FTCS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% -0.0% 0.0 218 +18 5 —
☆MDLZ funds › MONDELEZ INTL INC TRIM — 0.0% -0.0% 0.0 354 -1 5 —
☆PDP funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 132 +132 1 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.0 167 -1 5 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% -0.0% 0.0 87 +0 5 —
☆PEP funds › PEPSICO INC ADD — 0.0% -0.0% 0.0 141 +5 5 —
☆CNP funds › CENTERPOINT ENERGY INC HOLD — 0.0% -0.0% 0.0 432 +0 5 —
☆ETR funds › ENTERGY CORP NEW TRIM — 0.0% -0.0% 0.0 164 -10 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.0% -0.0% 0.0 355 -195 5 —
☆SYY funds › SYSCO CORP HOLD — 0.0% +0.0% 0.0 222 +0 5 —
☆CERY funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 555 +122 5 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% -0.0% 0.0 197 -201 5 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.0% -0.0% 0.0 109 -40 5 —
☆PHM funds › PULTE GROUP INC HOLD — 0.0% +0.0% 0.0 130 +0 5 —
☆FPX funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 86 +86 1 —
☆QSPT funds › FIRST TR EXCHNG TRADED FD VI HOLD — 0.0% +0.0% 0.0 500 +0 5 —
☆HPQ funds › HP INC ADD — 0.0% +0.0% 0.0 789 +648 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC HOLD — 0.0% +0.0% 0.0 58 +0 5 —
☆STWD funds › STARWOOD PPTY TR INC TRIM — 0.0% -0.0% 0.0 1,046 -2 5 —
☆SCHG funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 503 +503 1 —
☆FLRN funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 549 -800 5 —
☆CM funds › CANADIAN IMPERIAL BANK OF CO HOLD — 0.0% +0.0% 0.0 147 +0 5 —
☆WTS funds › WATTS WATER TECHNOLOGIES INC ADD — 0.0% +0.0% 0.0 43 +2 5 —
☆LEN funds › LENNAR CORP ADD — 0.0% -0.0% 0.0 184 +10 2 —
☆DBMF funds › LITMAN GREGORY FDS TR HOLD — 0.0% -0.0% 0.0 542 +0 5 —
☆XONE funds › BONDBLOXX ETF TRUST TRIM — 0.0% -0.0% 0.0 336 -65 5 —
☆SNX funds › TD SYNNEX CORPORATION TRIM — 0.0% +0.0% 0.0 62 -14 5 —
☆FNF funds › FIDELITY NATL FINL INC TRIM — 0.0% -0.0% 0.0 347 -3 5 —
☆FMAT funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 278 +66 2 —
☆NRG funds › NRG ENERGY INC TRIM — 0.0% -0.0% 0.0 110 -10 5 —
☆SNDK funds › SANDISK CORP HOLD — 0.0% +0.0% 0.0 7 +0 5 —
☆EFA funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 153 -1 5 —
☆VRT funds › VERTIV HOLDINGS CO HOLD — 0.0% +0.0% 0.0 47 +0 5 —
☆REET funds › ISHARES TR ADD — 0.0% +0.0% 0.0 558 +250 5 —
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.0 96 +0 5 —
☆ALSN funds › ALLISON TRANSMISSION HLDGS I HOLD — 0.0% -0.0% 0.0 133 +0 5 —
☆ACN funds › ACCENTURE PLC IRELAND TRIM — 0.0% -0.0% 0.0 120 -38 5 —
☆IEX funds › IDEX CORP HOLD — 0.0% +0.0% 0.0 65 +0 5 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.0 94 -22 5 —
☆WDC funds › WESTERN DIGITAL CORP HOLD — 0.0% +0.0% 0.0 22 +0 5 —
☆BPRE funds › BLUEROCK PVT REAL ESTATE FD HOLD — 0.0% -0.0% 0.0 1,077 +0 3 —
☆SRE funds › SEMPRA TRIM — 0.0% -0.0% 0.0 151 -61 5 —
☆DE funds › DEERE & CO HOLD — 0.0% -0.0% 0.0 22 +0 5 —
☆JBHT funds › HUNT J B TRANS SVCS INC HOLD — 0.0% +0.0% 0.0 48 +0 5 —
☆FDIS funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 135 +34 2 —
☆FTGS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 373 +72 5 —
☆CHD funds › CHURCH & DWIGHT CO INC TRIM — 0.0% -0.0% 0.0 142 -4 2 —
☆BIDU funds › BAIDU INC HOLD — 0.0% -0.0% 0.0 120 +0 4 —
☆TMHC funds › TAYLOR MORRISON HOME CORP HOLD — 0.0% +0.0% 0.0 190 +0 3 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.0% -0.0% 0.0 27 +0 5 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN HOLD — 0.0% -0.0% 0.0 521 +0 2 —
☆UPS funds › UNITED PARCEL SVCS INC ADD — 0.0% +0.0% 0.0 126 +85 5 —
☆MDYG funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 120 +11 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.0% -0.0% 0.0 188 -5 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC TRIM — 0.0% -0.0% 0.0 80 -4 5 —
☆CATH funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 150 +150 1 —
☆CCI funds › CROWN CASTLE INC HOLD — 0.0% -0.0% 0.0 175 +0 5 —
☆AFL funds › AFLAC INC HOLD Common Stock 0.0% -0.0% 0.0 111 +0 5 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.0% -0.0% 0.0 90 -3 5 —
☆AVLC funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 142 +142 1 —
☆ITA funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 52 -1 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.0% -0.0% 0.0 46 +0 5 —
☆KBH funds › KB HOME HOLD — 0.0% +0.0% 0.0 200 +0 3 —
☆GSK funds › GSK PLC HOLD — 0.0% -0.0% 0.0 239 +0 5 —
☆URI funds › UNITED RENTALS INC HOLD — 0.0% +0.0% 0.0 11 +0 5 —
☆VST funds › VISTRA CORP HOLD — 0.0% -0.0% 0.0 78 +0 5 —
☆INCY funds › INCYTE CORP HOLD — 0.0% +0.0% 0.0 109 +0 3 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.0 170 +6 5 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.0% -0.0% 0.0 97 -11 5 —
☆CI funds › THE CIGNA GROUP NEW — 0.0% +0.0% 0.0 44 +44 1 —
☆LOW funds › LOWES COS INC HOLD — 0.0% -0.0% 0.0 55 +0 5 —
☆SNA funds › SNAP ON INC HOLD — 0.0% -0.0% 0.0 30 +0 2 —
☆CNA funds › CNA FINL CORP HOLD — 0.0% -0.0% 0.0 248 +0 5 —
☆JCI funds › JOHNSON CONTROLS INTERNATION NEW — 0.0% +0.0% 0.0 82 +82 1 —
☆BWA funds › BORGWARNER INC HOLD — 0.0% +0.0% 0.0 179 +0 5 —
☆EDV funds › VANGUARD WORLD FD HOLD — 0.0% -0.0% 0.0 181 +0 5 —
☆KLAC funds › KLA CORP ADD — 0.0% +0.0% 0.0 39 +35 5 —
☆AZN funds › ASTRAZENECA PLC HOLD — 0.0% -0.0% 0.0 61 +0 2 —
☆ATO funds › ATMOS ENERGY CORP TRIM — 0.0% -0.0% 0.0 67 -4 4 —
☆BABA funds › ALIBABA GROUP HLDG LTD HOLD — 0.0% -0.0% 0.0 120 +0 4 —
☆FANG funds › DIAMONDBACK ENERGY INC HOLD — 0.0% -0.0% 0.0 65 +0 5 —
☆SGOV funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 113 -3 3 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.0% +0.0% 0.0 126 -4 5 —
☆FUTY funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 191 +27 2 —
☆USMV funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 115 -2 5 —
☆FTI funds › TECHNIPFMC PLC NEW — 0.0% +0.0% 0.0 167 +167 1 —
☆VRSN funds › VERISIGN INC HOLD — 0.0% -0.0% 0.0 44 +0 5 —
☆FNX funds › FIRST TR EXCHANGE-TRADED ALP HOLD — 0.0% +0.0% 0.0 75 +0 5 —
☆MGV funds › VANGUARD WORLD FD TRIM — 0.0% -0.0% 0.0 67 -8 5 —
☆NKE funds › NIKE INC ADD — 0.0% +0.0% 0.0 264 +114 5 —
☆ALAB funds › ASTERA LABS INC HOLD — 0.0% +0.0% 0.0 22 +0 2 —
☆NGG funds › NATIONAL GRID PLC HOLD — 0.0% -0.0% 0.0 128 +0 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 156 +17 5 —
☆QSR funds › RESTAURANT BRANDS INTL INC HOLD — 0.0% -0.0% 0.0 145 +0 5 —
☆EW funds › EDWARDS LIFESCIENCES CORP HOLD — 0.0% +0.0% 0.0 116 +0 5 —
☆GBTC funds › GRAYSCALE BITCOIN TRUST ETF HOLD — 0.0% -0.0% 0.0 229 +0 4 —
☆COLB funds › COLUMBIA BKG SYS INC HOLD — 0.0% +0.0% 0.0 318 +0 4 —
☆TSCO funds › TRACTOR SUPPLY CO HOLD — 0.0% -0.0% 0.0 320 +0 5 —
☆FXR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 111 +7 5 —
☆YUM funds › YUM BRANDS INC HOLD — 0.0% -0.0% 0.0 63 +0 5 —
☆MDYV funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 106 +13 2 —
☆SJNK funds › SPDR SERIES TRUST HOLD — 0.0% -0.0% 0.0 400 +0 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 163 -27 5 —
☆SLB funds › SLB LIMITED TRIM — 0.0% -0.0% 0.0 213 -37 5 —
☆CPB funds › THE CAMPBELLS COMPANY TRIM — 0.0% -0.0% 0.0 444 -12 2 —
☆CEG funds › CONSTELLATION ENERGY CORP HOLD — 0.0% -0.0% 0.0 40 +0 5 —
☆BOOT funds › BOOT BARN HLDGS INC HOLD — 0.0% -0.0% 0.0 60 +0 5 —
☆SLYG funds › SPDR SERIES TRUST HOLD — 0.0% +0.0% 0.0 82 +0 5 —
☆CCL funds › CARNIVAL CORP LTD NEW — 0.0% +0.0% 0.0 340 +340 1 —
☆ARM funds › ARM HOLDINGS PLC HOLD — 0.0% +0.0% 0.0 27 +0 3 —
☆AXON funds › AXON ENTERPRISE INC HOLD — 0.0% +0.0% 0.0 17 +0 5 —
☆FREL funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 322 +145 3 —
☆CMBS funds › ISHARES TR ADD — 0.0% +0.0% 0.0 193 +36 5 —
☆MKSI funds › MKS INC. HOLD — 0.0% +0.0% 0.0 21 +0 2 —
☆ZROZ funds › PIMCO ETF TR ADD — 0.0% +0.0% 0.0 144 +104 5 —
☆TER funds › TERADYNE INC HOLD — 0.0% +0.0% 0.0 19 +0 2 —
☆FHLC funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 119 +41 2 —
☆AVMC funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 113 +113 1 —
☆LTPZ funds › PIMCO ETF TR TRIM — 0.0% -0.0% 0.0 179 -365 5 —
☆MCO funds › MOODYS CORP HOLD — 0.0% -0.0% 0.0 20 +0 5 —
☆AMGN funds › AMGEN INC HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆BP funds › BP PLC HOLD — 0.0% -0.0% 0.0 245 +0 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC TRIM — 0.0% -0.0% 0.0 31 -9 5 —
☆STIP funds › ISHARES TR ADD — 0.0% +0.0% 0.0 87 +72 5 —
☆BBDC funds › BARINGS BDC INC HOLD — 0.0% -0.0% 0.0 1,029 +0 5 —
☆WSO funds › WATSCO INC TRIM — 0.0% -0.0% 0.0 21 -5 5 —
☆FLDR funds › FIDELITY MERRIMACK STR TR HOLD — 0.0% -0.0% 0.0 173 +0 5 —
☆SJM funds › SMUCKER J M CO HOLD — 0.0% +0.0% 0.0 77 +0 2 —
☆SPYD funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.0 180 +120 3 —
☆LITE funds › LUMENTUM HLDGS INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆PFGC funds › PERFORMANCE FOOD GROUP CO TRIM — 0.0% +0.0% 0.0 76 -5 4 —
☆COPX funds › GLOBAL X FDS HOLD — 0.0% -0.0% 0.0 110 +0 5 —
☆OEF funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 23 +0 5 —
☆MTSI funds › MACOM TECH SOLUTIONS HLDGS I HOLD — 0.0% +0.0% 0.0 22 +0 2 —
☆TS funds › TENARIS S A HOLD — 0.0% -0.0% 0.0 150 +0 5 —
☆PGR funds › PROGRESSIVE CORP HOLD — 0.0% -0.0% 0.0 38 +0 5 —
☆SPD funds › SIMPLIFY EXCHANGE TRADED FUN TRIM — 0.0% -0.0% 0.0 199 -381 5 —
☆SYSB funds › ISHARES TR ADD — 0.0% -0.0% 0.0 93 +2 3 —
☆STLD funds › STEEL DYNAMICS INC TRIM — 0.0% -0.0% 0.0 35 -55 5 —
☆RPRX funds › ROYALTY PHARMA PLC NEW — 0.0% +0.0% 0.0 142 +142 1 —
☆MSCI funds › MSCI INC HOLD — 0.0% -0.0% 0.0 14 +0 5 —
☆ARKF funds › ARK ETF TR HOLD — 0.0% -0.0% 0.0 200 +0 4 —
☆RSG funds › REPUBLIC SVCS INC TRIM — 0.0% -0.0% 0.0 37 -1 2 —
☆HYLS funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.0% +0.0% 0.0 193 +53 5 —
☆XEL funds › XCEL ENERGY INC TRIM — 0.0% -0.0% 0.0 96 -165 5 —
☆TTE funds › TOTALENERGIES SE TRIM — 0.0% -0.0% 0.0 98 -6 3 —
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 0.0% -0.0% 0.0 99 +0 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD HOLD — 0.0% +0.0% 0.0 56 +0 5 —
☆EEM funds › ISHARES TR HOLD — 0.0% +0.0% 0.0 110 +0 5 —
☆EXEL funds › EXELIXIS INC NEW — 0.0% +0.0% 0.0 136 +136 1 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I HOLD — 0.0% -0.0% 0.0 25 +0 5 —
☆VSHY funds › VIRTUS ETF TR II TRIM — 0.0% -0.0% 0.0 333 -3 5 —
☆OUSA funds › ALPS ETF TR HOLD ETP 0.0% -0.0% 0.0 123 +0 5 —
☆MTB funds › M & T BK CORP HOLD — 0.0% +0.0% 0.0 30 +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 129 776 0.12 34% 0.018 0.144 — in
2026Q1 114 763 0.08 33% 0.017 0.175 — in
2025Q4 112 787 0.08 35% 0.018 0.163 — in
2025Q3 108 872 0.10 36% 0.019 0.142 — in
2025Q2 103 788 0.09 35% 0.019 0.171 — entered
2025Q1 93 773 0.00 35% 0.019 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