☆FORONJY FINANCIAL LLC
Quality Q
0.403
AUM ($M)
272
Positions
108
Turnover
0.09
Top-10 wt
50%
Herfindahl
0.035
History (qtrs)
5
Excess Return
—
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Holdings · 117 positions · portfolio value $272M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 7.9% | +1.4% | 21.6 | 180,863 | +158,208 | 4 | — |
| ☆BSCU funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 6.3% | -0.4% | 17.0 | 1,022,344 | +58,625 | 4 | — |
| ☆IEI funds › | ISHARES TR | ADD | — | 6.2% | -0.5% | 17.0 | 144,494 | +7,337 | 4 | — |
| ☆BSCW funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 5.6% | -0.4% | 15.2 | 739,990 | +41,127 | 4 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 4.7% | +0.8% | 12.9 | 67,520 | -2,939 | 4 | — |
| ☆SHYG funds › | ISHARES TR | ADD | — | 4.7% | -0.3% | 12.8 | 302,880 | +15,243 | 4 | — |
| ☆GSY funds › | INVESCO ACTIVELY MANAGED EXC | ADD | — | 4.2% | -0.3% | 11.4 | 228,248 | +10,732 | 4 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | TRIM | — | 4.0% | -0.5% | 10.8 | 177,040 | -11,454 | 4 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 3.5% | -0.1% | 9.5 | 177,484 | +2,429 | 4 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | ADD | — | 2.9% | -0.0% | 8.0 | 50,354 | +2,184 | 4 | — |
| ☆SPGM funds › | SPDR INDEX SHS FDS | ADD | — | 2.9% | +0.5% | 7.8 | 91,195 | +16,905 | 4 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | ADD | — | 2.8% | +0.2% | 7.5 | 40,755 | +2,964 | 4 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | TRIM | — | 2.7% | -0.5% | 7.3 | 68,081 | -191 | 4 | — |
| ☆IWY funds › | ISHARES TR | TRIM | — | 2.7% | -0.2% | 7.3 | 25,094 | -3,209 | 4 | — |
| ☆IBTJ funds › | ISHARES TR | ADD | — | 2.5% | -0.2% | 6.8 | 315,571 | +18,747 | 4 | — |
| ☆IBTL funds › | ISHARES TR | ADD | — | 2.5% | -0.2% | 6.8 | 337,588 | +21,092 | 4 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | TRIM | — | 2.5% | -0.4% | 6.7 | 57,175 | -6,439 | 4 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 2.4% | +0.2% | 6.5 | 75,172 | +63,224 | 4 | — |
| ☆SPMD funds › | SPDR SERIES TRUST | ADD | — | 2.0% | +0.3% | 5.4 | 80,146 | +9,571 | 4 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | ADD | — | 1.4% | -0.1% | 3.9 | 46,959 | +2,196 | 4 | — |
| ☆XLG funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 1.4% | -0.1% | 3.7 | 60,882 | -4,781 | 4 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 1.3% | +0.1% | 3.4 | 64,330 | +19,940 | 4 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | TRIM | — | 1.0% | -0.1% | 2.7 | 59,415 | -558 | 4 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 0.9% | +0.2% | 2.4 | 22,257 | +7,482 | 4 | — |
| ☆TFI funds › | SPDR SERIES TRUST | ADD | — | 0.9% | +0.2% | 2.3 | 50,950 | +15,003 | 4 | — |
| ☆PAVE funds › | GLOBAL X FDS | TRIM | — | 0.8% | -0.0% | 2.2 | 38,136 | -2,083 | 4 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 0.8% | -0.0% | 2.2 | 47,647 | +4,297 | 4 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | NEW | — | 0.8% | +0.8% | 2.1 | 41,600 | +41,600 | 1 | — |
| ☆VLU funds › | SPDR SERIES TRUST | TRIM | — | 0.8% | -0.0% | 2.1 | 8,755 | -4 | 4 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.8% | +0.2% | 2.1 | 2,809 | +423 | 4 | — |
| ☆IWP funds › | ISHARES TR | NEW | — | 0.7% | +0.7% | 2.0 | 13,438 | +13,438 | 1 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | TRIM | — | 0.7% | -0.0% | 2.0 | 22,376 | -589 | 4 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | NEW | — | 0.7% | +0.7% | 1.8 | 15,509 | +15,509 | 1 | — |
| ☆XLB funds › | SELECT SECTOR SPDR TR | ADD | — | 0.6% | +0.1% | 1.6 | 31,776 | +6,862 | 4 | — |
| ☆GLDM funds › | WORLD GOLD TR | ADD | — | 0.6% | -0.2% | 1.6 | 19,778 | +536 | 4 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | ADD | — | 0.6% | +0.0% | 1.5 | 2,958 | +176 | 4 | — |
| ☆SHM funds › | SPDR SERIES TRUST | TRIM | — | 0.5% | -0.3% | 1.3 | 26,504 | -13,813 | 4 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.4% | -0.2% | 1.2 | 26,837 | -8,246 | 4 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.4% | -0.0% | 1.2 | 4,012 | -226 | 4 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 0.4% | -0.4% | 1.1 | 10,654 | -7,151 | 4 | — |
| ☆BOCT funds › | INNOVATOR ETFS TRUST | ADD | — | 0.4% | +0.1% | 1.0 | 19,415 | +5,112 | 3 | — |
| ☆BJAN funds › | INNOVATOR ETFS TRUST | ADD | — | 0.4% | +0.1% | 1.0 | 17,465 | +4,561 | 4 | — |
| ☆BJUL funds › | INNOVATOR ETFS TRUST | ADD | — | 0.4% | +0.1% | 1.0 | 18,905 | +5,013 | 4 | — |
| ☆BUFB funds › | INNOVATOR ETFS TRUST | ADD | — | 0.4% | +0.0% | 1.0 | 26,118 | +4,070 | 4 | — |
| ☆BAPR funds › | INNOVATOR ETFS TRUST | ADD | — | 0.4% | +0.1% | 1.0 | 19,184 | +4,549 | 4 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.4% | +0.0% | 1.0 | 4,894 | +23 | 4 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 0.3% | -0.0% | 0.9 | 757 | -201 | 4 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.3% | -0.2% | 0.9 | 2,369 | -2,429 | 4 | — |
| ☆SMB funds › | VANECK ETF TRUST | NEW | — | 0.3% | +0.3% | 0.7 | 43,125 | +43,125 | 1 | — |
| ☆CMF funds › | ISHARES TR | TRIM | — | 0.3% | -0.4% | 0.7 | 12,404 | -15,881 | 4 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | TRIM | — | 0.2% | +0.1% | 0.7 | 1,539 | -176 | 4 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.2% | -0.0% | 0.7 | 1,783 | +5 | 4 | — |
| ☆QFLR funds › | INNOVATOR ETFS TRUST | TRIM | — | 0.2% | -0.0% | 0.6 | 15,884 | -39 | 4 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 0.6 | 1,631 | +168 | 4 | — |
| ☆SFLR funds › | INNOVATOR ETFS TRUST | ADD | — | 0.2% | -0.0% | 0.6 | 14,784 | +26 | 4 | — |
| ☆FCOR funds › | FIDELITY MERRIMACK STR TR | ADD | — | 0.2% | +0.1% | 0.6 | 11,757 | +5,724 | 4 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.1% | 0.5 | 797 | +207 | 4 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.5 | 4,194 | +3,146 | 4 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | +0.0% | 0.5 | 889 | +158 | 4 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.2% | +0.0% | 0.5 | 440 | -19 | 4 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.2% | +0.0% | 0.4 | 2,284 | +620 | 4 | — |
| ☆FLDR funds › | FIDELITY MERRIMACK STR TR | TRIM | — | 0.2% | -0.1% | 0.4 | 8,336 | -5,938 | 4 | — |
| ☆FIGB funds › | FIDELITY MERRIMACK STR TR | ADD | — | 0.2% | +0.0% | 0.4 | 9,677 | +3,071 | 4 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.2% | +0.0% | 0.4 | 1,733 | +49 | 4 | — |
| ☆SPYX funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.4 | 6,710 | -199 | 4 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,365 | +194 | 4 | — |
| ☆LLY funds › | ELI LILLY & CO | NEW | — | 0.1% | +0.1% | 0.4 | 327 | +327 | 1 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.4 | 520 | -2 | 4 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.1% | -0.0% | 0.4 | 2,571 | +255 | 4 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | ADD | — | 0.1% | -0.0% | 0.4 | 11,188 | +1,863 | 4 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.1% | -0.0% | 0.4 | 1,020 | +1 | 4 | — |
| ☆FELG funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.1% | +0.0% | 0.4 | 8,341 | +759 | 4 | — |
| ☆CUSIP:97717X594 funds › | WISDOMTREE TR | TRIM | — | 0.1% | -0.0% | 0.4 | 6,893 | -91 | 4 | — |
| ☆FCAL funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.1% | -0.1% | 0.4 | 7,084 | -2,172 | 4 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | HOLD | — | 0.1% | -0.0% | 0.3 | 863 | +0 | 4 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.1% | +0.0% | 0.3 | 1,021 | +263 | 4 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | -0.0% | 0.3 | 1,310 | +80 | 4 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 1,459 | -106 | 4 | — |
| ☆SPGP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.1% | -0.5% | 0.3 | 2,575 | -10,413 | 4 | — |
| ☆ABBV funds › | ABBVIE INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,232 | +1,232 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 0.1% | +0.0% | 0.3 | 837 | +0 | 4 | — |
| ☆PCG funds › | PG&E CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 17,372 | -967 | 4 | — |
| ☆CDNS funds › | CADENCE DESIGN SYSTEM INC | NEW | — | 0.1% | +0.1% | 0.3 | 759 | +759 | 1 | — |
| ☆APH funds › | AMPHENOL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,599 | +1,599 | 1 | — |
| ☆ONEQ funds › | FIDELITY COMWLTH TR | TRIM | — | 0.1% | -0.0% | 0.3 | 2,726 | -311 | 4 | — |
| ☆FDHY funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.1% | -0.1% | 0.3 | 5,687 | -3,098 | 4 | — |
| ☆FELV funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 6,887 | -1,641 | 4 | — |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 0.1% | +0.0% | 0.3 | 357 | +100 | 4 | — |
| ☆CVBF funds › | CVB FINL CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 11,953 | +0 | 4 | — |
| ☆FVAL funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 3,456 | -156 | 4 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | -0.0% | 0.3 | 271 | -25 | 4 | — |
| ☆PWZ funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.1% | -0.0% | 0.3 | 10,243 | +447 | 4 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.3 | 217 | +217 | 1 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.1% | +0.1% | 0.2 | 822 | +822 | 1 | — |
| ☆EQWL funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.1% | -0.7% | 0.2 | 1,909 | -14,048 | 4 | — |
| ☆CASY funds › | CASEYS GEN STORES INC | NEW | — | 0.1% | +0.1% | 0.2 | 297 | +297 | 1 | — |
| ☆JBL funds › | JABIL INC | NEW | — | 0.1% | +0.1% | 0.2 | 607 | +607 | 1 | — |
| ☆SNPS funds › | SYNOPSYS INC | NEW | — | 0.1% | +0.1% | 0.2 | 522 | +522 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.1% | -0.0% | 0.2 | 1,984 | +532 | 4 | — |
| ☆VHT funds › | VANGUARD WORLD FD | TRIM | — | 0.1% | -0.0% | 0.2 | 771 | -29 | 4 | — |
| ☆TJX funds › | TJX COS INC NEW | NEW | — | 0.1% | +0.1% | 0.2 | 1,497 | +1,497 | 1 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.1% | +0.1% | 0.2 | 521 | +521 | 1 | — |
| ☆PH funds › | PARKER-HANNIFIN CORP | TRIM | — | 0.1% | -0.0% | 0.2 | 223 | -3 | 3 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | NEW | — | 0.1% | +0.1% | 0.2 | 292 | +292 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | NEW | — | 0.1% | +0.1% | 0.2 | 431 | +431 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | NEW | — | 0.1% | +0.1% | 0.2 | 424 | +424 | 1 | — |
| ☆IBKR funds › | INTERACTIVE BROKERS GROUP IN | NEW | — | 0.1% | +0.1% | 0.2 | 2,412 | +2,412 | 1 | — |
| ☆FENI funds › | FIDELITY COVINGTON TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 5,159 | +5,159 | 1 | — |
| ☆FDMO funds › | FIDELITY COVINGTON TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,661 | 0 | — |
| ☆BSMQ funds › | INVESCO EXCH TRD SLF IDX FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,129 | 0 | — |
| ☆BSCQ funds › | INVESCO EXCH TRD SLF IDX FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,612 | 0 | — |
| ☆NKX funds › | NUVEEN CALIF AMT FREE MUNI I | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,810 | 0 | — |
| ☆NFLX funds › | NETFLIX INC. | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,447 | 0 | — |
| ☆ETHA funds › | ISHARES ETHEREUM TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -21,269 | 0 | — |
| ☆KIE funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -15,681 | 0 | — |
| ☆FQAL funds › | FIDELITY COVINGTON TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,947 | 0 | — |
| ☆FSMB funds › | FIRST TR EXCH TRADED FD III | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -15,757 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 272 | 108 | 0.09 | 50% | 0.035 | 0.402 | — | in |
| 2026Q1 | 241 | 97 | 0.02 | 51% | 0.035 | 0.536 | — | in |
| 2025Q4 | 240 | 104 | 0.04 | 50% | 0.035 | 0.461 | — | in |
| 2025Q3 | 228 | 103 | 0.06 | 51% | 0.035 | 0.406 | — | entered |
| 2025Q2 | 214 | 106 | 0.00 | 50% | 0.034 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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