Fund Universe

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☆Oakmont Advisory Group, LLC

CIK 0002115370 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.132
AUM ($M)
119
Positions
526
Turnover
0.15
Top-10 wt
40%
Herfindahl
0.029
History (qtrs)
3
Excess Return
not eligible

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Security type

Holdings · 500 of 533 positions (showing top 500 by weight) · portfolio value $119M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS TRIM — 12.6% -0.8% 15.0 21,838 -227 2 —
☆DFUS funds › DIMENSIONAL ETF TRUST TRIM — 5.1% -0.4% 6.1 74,146 -1,507 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 4.0% -0.3% 4.8 67,228 +1,401 2 —
☆QQQ funds › INVESCO QQQ TR TRIM — 3.5% -0.1% 4.2 5,730 -469 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 3.5% -0.3% 4.2 70,015 +1,191 2 —
☆ICSH funds › ISHARES TR ADD — 3.4% +0.1% 4.1 80,806 +15,318 2 —
☆DFAS funds › DIMENSIONAL ETF TRUST ADD — 2.7% -0.1% 3.2 39,173 +828 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS ADD — 2.0% -0.1% 2.4 10,244 +530 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 1.9% -0.4% 2.3 27,930 -320 2 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 1.4% -0.0% 1.7 36,162 +6,141 2 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 1.4% -0.4% 1.7 22,723 -1,518 2 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 1.4% -0.1% 1.7 7,802 +145 2 —
☆CWB funds › SPDR SERIES TRUST TRIM — 1.3% -0.2% 1.5 13,869 -1,589 2 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 1.0% -0.2% 1.2 15,955 +773 2 —
☆JNK funds › SPDR SERIES TRUST ADD — 1.0% -0.1% 1.2 12,631 +1,124 2 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 1.0% -0.2% 1.2 20,451 +1,145 2 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.9% -0.0% 1.1 6,989 +645 2 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.9% -0.3% 1.1 19,682 -1,279 2 —
☆SHYG funds › ISHARES TR ADD — 0.9% -0.2% 1.1 25,114 +172 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.8% -0.0% 1.0 3,335 +13 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.8% -0.1% 1.0 12,120 +9,134 2 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.8% +0.1% 1.0 12,328 +3,005 2 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 0.8% -0.0% 1.0 6,044 +344 2 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.8% -0.1% 0.9 9,850 +336 2 —
☆HYD funds › VANECK ETF TRUST ADD — 0.8% +0.1% 0.9 18,430 +4,685 2 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.8% +0.1% 0.9 16,008 +5,323 2 —
☆PFF funds › ISHARES TR ADD — 0.8% -0.1% 0.9 29,781 +1,855 2 —
☆FMAR funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.7% +0.7% 0.9 16,676 +16,676 1 —
☆FFEB funds › FIRST TR EXCHNG TRADED FD VI ADD — 0.7% -0.0% 0.9 14,279 +711 2 —
☆FMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.7% +0.7% 0.9 15,434 +15,434 1 —
☆RYLD funds › GLOBAL X FDS ADD — 0.7% -0.0% 0.9 53,634 +4,175 2 —
☆FAPR funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.7% +0.7% 0.9 18,189 +18,189 1 —
☆QYLD funds › GLOBAL X FDS ADD — 0.7% +0.1% 0.8 44,125 +12,431 2 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.7% -0.4% 0.8 16,759 -6,041 2 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.6% +0.0% 0.7 23,331 +3,535 2 —
☆STIP funds › ISHARES TR ADD — 0.6% +0.0% 0.7 7,151 +1,390 2 —
☆GLDM funds › WORLD GOLD TR ADD — 0.6% -0.2% 0.7 9,193 +466 2 —
☆XLRE funds › SELECT SECTOR SPDR TR NEW — 0.6% +0.6% 0.7 15,908 +15,908 1 —
☆FLOT funds › ISHARES TR ADD — 0.6% -0.0% 0.7 13,543 +1,426 2 —
☆YYY funds › AMPLIFY ETF TR ADD — 0.6% -0.1% 0.7 59,850 +2,092 2 —
☆XYLD funds › GLOBAL X FDS ADD — 0.6% +0.1% 0.7 16,670 +4,369 2 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.6% +0.3% 0.7 580 -294 2 —
☆XLY funds › SELECT SECTOR SPDR TR NEW — 0.6% +0.6% 0.7 5,680 +5,680 1 —
☆XLC funds › SELECT SECTOR SPDR TR ADD — 0.5% -0.1% 0.6 5,953 +720 2 —
☆FLEX funds › FLEX LTD TRIM — 0.5% +0.1% 0.6 3,807 -2,525 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.5% -0.0% 0.6 2,950 +126 2 —
☆DGRO funds › ISHARES TR ADD — 0.5% +0.0% 0.6 7,781 +1,111 2 —
☆HDV funds › ISHARES TR ADD — 0.5% +0.0% 0.6 20,931 +17,482 2 —
☆CUSIP:22542D233 funds › UBS AG TRIM — 0.5% -0.4% 0.6 3,960 -1,032 2 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.4% -0.3% 0.5 9,448 -3,212 2 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% -0.0% 0.5 6,836 +468 2 —
☆COST funds › COSTCO WHSL CORP NEW TRIM — 0.4% -0.4% 0.5 540 -264 2 —
☆GOOGL funds › ALPHABET INC TRIM — 0.4% -0.0% 0.5 1,338 -88 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.4% -0.1% 0.5 1,256 -190 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.4% -0.1% 0.5 1,254 -28 2 —
☆XLE funds › SELECT SECTOR SPDR TR ADD — 0.4% -0.1% 0.5 8,644 +713 2 —
☆USMV funds › ISHARES TR ADD — 0.4% -0.1% 0.5 4,717 +52 2 —
☆HYGV funds › FLEXSHARES TR ADD — 0.4% -0.1% 0.5 11,246 +389 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.4% +0.4% 0.4 772 +772 1 —
☆NBIX funds › NEUROCRINE BIOSCIENCES INC TRIM — 0.4% -0.0% 0.4 2,639 -188 2 —
☆CUSIP:33740F771 funds › FIRST TR EXCHNG TRADED FD VI TRIM — 0.4% -0.1% 0.4 8,687 -245 2 —
☆CUSIP:33740F615 funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.4% +0.4% 0.4 9,794 +9,794 1 —
☆DAPR funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.4% +0.4% 0.4 10,695 +10,695 1 —
☆DMAY funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.4% +0.4% 0.4 9,226 +9,226 1 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD — 0.4% -0.0% 0.4 572 +0 2 —
☆APP funds › APPLOVIN CORP TRIM — 0.4% -0.0% 0.4 817 -129 2 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.0% 0.4 348 +19 2 —
☆EXEL funds › EXELIXIS INC TRIM — 0.3% +0.0% 0.4 7,583 -248 2 —
☆RL funds › RALPH LAUREN CORP ADD — 0.3% +0.0% 0.4 1,023 +73 2 —
☆MPWR funds › MONOLITHIC PWR SYS INC TRIM — 0.3% -0.0% 0.4 297 -46 2 —
☆IDV funds › ISHARES TR ADD — 0.3% -0.1% 0.4 9,809 +231 2 —
☆V funds › VISA INC NEW — 0.3% +0.3% 0.4 1,183 +1,183 1 —
☆THC funds › TENET HEALTHCARE CORP ADD — 0.3% +0.1% 0.4 2,156 +717 2 —
☆MMSI funds › MERIT MED SYS INC ADD — 0.3% -0.0% 0.4 5,743 +968 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.3% -0.0% 0.4 1,565 +129 2 —
☆PODD funds › INSULET CORP ADD — 0.3% +0.0% 0.4 2,583 +1,058 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS ADD — 0.3% +0.0% 0.4 4,194 +695 2 —
☆ELAN funds › ELANCO ANIMAL HEALTH INC ADD — 0.3% +0.0% 0.4 15,758 +2,454 2 —
☆HALO funds › HALOZYME THERAPEUTICS INC ADD — 0.3% +0.0% 0.4 4,953 +54 2 —
☆MRK funds › MERCK & CO INC ADD — 0.3% -0.0% 0.4 3,005 +158 2 —
☆UTHR funds › UNITED THERAPEUTICS CORP DEL ADD — 0.3% -0.1% 0.4 700 +20 2 —
☆XLP funds › SELECT SECTOR SPDR TR TRIM — 0.3% -0.5% 0.4 4,562 -5,714 2 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.3% +0.0% 0.4 3,419 +425 2 —
☆SNA funds › SNAP ON INC ADD — 0.3% -0.0% 0.4 928 +35 2 —
☆ITW funds › ILLINOIS TOOL WKS INC ADD — 0.3% -0.0% 0.4 1,361 +173 2 —
☆PG funds › PROCTER AND GAMBLE CO ADD — 0.3% -0.0% 0.4 2,490 +304 2 —
☆PGR funds › PROGRESSIVE CORP NEW — 0.3% +0.3% 0.4 1,660 +1,660 1 —
☆META funds › META PLATFORMS INC NEW — 0.3% +0.3% 0.4 638 +638 1 —
☆TROW funds › PRICE T ROWE GROUP INC TRIM — 0.3% -0.0% 0.4 3,151 -366 2 —
☆MO funds › ALTRIA GROUP INC TRIM — 0.3% -0.0% 0.4 4,966 -39 2 —
☆ZM funds › ZOOM COMMUNICATIONS INC TRIM — 0.3% -0.1% 0.4 4,120 -943 2 —
☆TSLA funds › TESLA INC ADD — 0.3% -0.0% 0.4 842 +1 2 —
☆CL funds › COLGATE PALMOLIVE CO ADD — 0.3% -0.0% 0.4 3,844 +342 2 —
☆AOS funds › SMITH A O CORP ADD — 0.3% +0.0% 0.4 5,617 +1,342 2 —
☆UHS funds › UNIVERSAL HLTH SVCS INC NEW — 0.3% +0.3% 0.3 2,351 +2,351 1 —
☆TOST funds › TOAST INC ADD — 0.3% -0.0% 0.3 12,537 +76 2 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 0.3% +0.0% 0.3 3,537 +630 2 —
☆AVY funds › AVERY DENNISON CORP ADD — 0.3% -0.0% 0.3 2,080 +391 2 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.3% -0.1% 0.3 2,639 +288 2 —
☆KHC funds › KRAFT HEINZ CO ADD — 0.3% -0.0% 0.3 14,023 +984 2 —
☆CF funds › CF INDS HLDGS INC TRIM — 0.3% -0.2% 0.3 3,015 -318 2 —
☆GIS funds › GENERAL MLS INC ADD — 0.3% -0.0% 0.3 9,347 +1,991 2 —
☆DVYE funds › ISHARES INC ADD — 0.3% -0.1% 0.3 10,073 +336 2 —
☆PAYX funds › PAYCHEX INC NEW — 0.3% +0.3% 0.3 3,232 +3,232 1 —
☆VICI funds › VICI PPTYS INC ADD — 0.3% -0.0% 0.3 11,946 +840 2 —
☆CMCSA funds › COMCAST CORP NEW ADD — 0.3% -0.0% 0.3 12,870 +2,304 2 —
☆PEP funds › PEPSICO INC ADD — 0.3% -0.0% 0.3 2,297 +329 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.3% -0.1% 0.3 7,328 +323 2 —
☆EOG funds › EOG RES INC TRIM — 0.3% -0.1% 0.3 2,383 -196 2 —
☆CHWY funds › CHEWY INC ADD — 0.3% -0.1% 0.3 15,645 +3,107 2 —
☆LNG funds › CHENIERE ENERGY INC TRIM — 0.2% -0.1% 0.3 1,243 -135 2 —
☆CME funds › CME GROUP INC ADD — 0.2% -0.1% 0.3 1,318 +211 2 —
☆INTC funds › INTEL CORP NEW — 0.2% +0.2% 0.3 2,064 +2,064 1 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.2% +0.0% 0.3 5,680 +1,224 2 —
☆CBOE funds › CBOE GLOBAL MKTS INC TRIM — 0.2% -0.1% 0.3 1,148 -14 2 —
☆AAPL funds › APPLE INC TRIM — 0.2% -0.0% 0.3 947 -20 2 —
☆IJR funds › ISHARES TR TRIM — 0.2% -0.0% 0.3 1,822 -22 2 —
☆SPYD funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 0.3 5,391 +172 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.1% 0.2 1,917 +19 2 —
☆ACN funds › ACCENTURE PLC IRELAND ADD — 0.2% -0.1% 0.2 1,687 +175 2 —
☆KBWD funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% -0.0% 0.2 13,487 +809 2 —
☆SPEM funds › SPDR INDEX SHS FDS NEW — 0.1% +0.1% 0.2 3,154 +3,154 1 —
☆SPYM funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 1,843 +1,843 1 —
☆IWF funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,215 +1,215 1 —
☆DFAU funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.1 2,835 +2,835 1 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.1 134 +134 1 —
☆BSV funds › VANGUARD BD INDEX FDS NEW — 0.1% +0.1% 0.1 1,764 +1,764 1 —
☆RCL funds › ROYAL CARIBBEAN GROUP NEW — 0.1% +0.1% 0.1 419 +419 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD NEW — 0.1% +0.1% 0.1 274 +274 1 —
☆SPHD funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 0.1 2,502 +2,502 1 —
☆CWST funds › CASELLA WASTE SYS INC NEW — 0.1% +0.1% 0.1 1,300 +1,300 1 —
☆BALT funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.1 3,654 +3,654 1 —
☆AMZN funds › AMAZON COM INC NEW — 0.1% +0.1% 0.1 515 +515 1 —
☆AMLP funds › ALPS ETF TR NEW ETP 0.1% +0.1% 0.1 2,274 +2,274 1 —
☆BUFB funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.1 2,997 +2,997 1 —
☆FBND funds › FIDELITY MERRIMACK STR TR NEW — 0.1% +0.1% 0.1 2,412 +2,412 1 —
☆PSTP funds › INNOVATOR ETFS TRUST NEW — 0.1% +0.1% 0.1 2,958 +2,958 1 —
☆VUG funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.1 1,248 +1,248 1 —
☆JPM funds › JPMORGAN CHASE & CO. NEW — 0.1% +0.1% 0.1 327 +327 1 —
☆VXF funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.1 416 +416 1 —
☆CASY funds › CASEYS GEN STORES INC NEW — 0.1% +0.1% 0.1 122 +122 1 —
☆NLR funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.1 839 +839 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP NEW — 0.1% +0.1% 0.1 705 +705 1 —
☆JBL funds › JABIL INC NEW — 0.1% +0.1% 0.1 239 +239 1 —
☆WMT funds › WALMART INC NEW — 0.1% +0.1% 0.1 807 +807 1 —
☆SPCX funds › SPACE EXPLORATION TECHNOLOGIES CORP. - CLASS A COMMON STOCK NEW — 0.1% +0.1% 0.1 518 +518 1 —
☆DJUL funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.1% +0.1% 0.1 1,762 +1,762 1 —
☆DOCT funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.1% +0.1% 0.1 1,882 +1,882 1 —
☆DAUG funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.1% +0.1% 0.1 1,873 +1,873 1 —
☆DSEP funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.1% +0.1% 0.1 1,832 +1,832 1 —
☆SPAB funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.1 3,383 +3,383 1 —
☆SHY funds › ISHARES TR NEW — 0.1% +0.1% 0.1 1,015 +1,015 1 —
☆SMH funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.1 123 +123 1 —
☆GSLC funds › GOLDMAN SACHS ETF TR NEW — 0.1% +0.1% 0.1 530 +530 1 —
☆BOND funds › PIMCO ETF TR NEW — 0.1% +0.1% 0.1 812 +812 1 —
☆IVE funds › ISHARES TR NEW — 0.1% +0.1% 0.1 325 +325 1 —
☆DFAC funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.1 1,618 +1,618 1 —
☆MCD funds › MCDONALDS CORP NEW — 0.1% +0.1% 0.1 264 +264 1 —
☆CMI funds › CUMMINS INC NEW — 0.1% +0.1% 0.1 98 +98 1 —
☆SCZ funds › ISHARES TR NEW — 0.1% +0.1% 0.1 840 +840 1 —
☆BOTZ funds › GLOBAL X FDS NEW — 0.1% +0.1% 0.1 1,820 +1,820 1 —
☆DFAI funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.1 1,596 +1,596 1 —
☆ARKK funds › ARK ETF TR NEW — 0.1% +0.1% 0.1 814 +814 1 —
☆SPYG funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.1 550 +550 1 —
☆BLV funds › VANGUARD BD INDEX FDS NEW — 0.1% +0.1% 0.1 947 +947 1 —
☆KLAC funds › KLA CORP NEW — 0.1% +0.1% 0.1 215 +215 1 —
☆SCHA funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.1 1,764 +1,764 1 —
☆VLO funds › VALERO ENERGY CORP NEW — 0.1% +0.1% 0.1 242 +242 1 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.1% +0.1% 0.1 182 +182 1 —
☆MUB funds › ISHARES TR NEW — 0.1% +0.1% 0.1 571 +571 1 —
☆SPTL funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.1 2,317 +2,317 1 —
☆VNLA funds › JANUS DETROIT STR TR NEW — 0.1% +0.1% 0.1 1,242 +1,242 1 —
☆DRAM funds › ROUNDHILL MEMORY ETF NEW — 0.1% +0.1% 0.1 811 +811 1 —
☆VBK funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.1 163 +163 1 —
☆LQD funds › ISHARES TR NEW — 0.0% +0.0% 0.1 533 +533 1 —
☆WSM funds › WILLIAMS SONOMA INC NEW — 0.0% +0.0% 0.1 249 +249 1 —
☆IVV funds › ISHARES TR NEW — 0.0% +0.0% 0.1 76 +76 1 —
☆DIA funds › SPDR DOW JONES INDL AVERAGE NEW — 0.0% +0.0% 0.1 108 +108 1 —
☆FNDF funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.1 1,009 +1,009 1 —
☆TOTL funds › SSGA ACTIVE ETF TR NEW — 0.0% +0.0% 0.1 1,340 +1,340 1 —
☆SHW funds › SHERWIN WILLIAMS CO NEW — 0.0% +0.0% 0.1 153 +153 1 —
☆INCY funds › INCYTE CORP NEW — 0.0% +0.0% 0.1 461 +461 1 —
☆WPC funds › WP CAREY INC NEW — 0.0% +0.0% 0.1 730 +730 1 —
☆SCHP funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.1 1,963 +1,963 1 —
☆NXPI funds › NXP SEMICONDUCTORS N V NEW — 0.0% +0.0% 0.1 184 +184 1 —
☆DFAX funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.1 1,378 +1,378 1 —
☆DIS funds › DISNEY WALT CO NEW — 0.0% +0.0% 0.0 515 +515 1 —
☆AVT funds › AVNET INC NEW — 0.0% +0.0% 0.0 556 +556 1 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆ARKG funds › ARK ETF TR NEW — 0.0% +0.0% 0.0 1,172 +1,172 1 —
☆JVAL funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.0 833 +833 1 —
☆SUSL funds › ISHARES TR NEW — 0.0% +0.0% 0.0 361 +361 1 —
☆HYG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 584 +584 1 —
☆XJR funds › ISHARES TR NEW — 0.0% +0.0% 0.0 882 +882 1 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 515 +515 1 —
☆MCK funds › MCKESSON CORP NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆VTV funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.0 210 +210 1 —
☆VBR funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.0 184 +184 1 —
☆DKS funds › DICKS SPORTING GOODS INC NEW — 0.0% +0.0% 0.0 196 +196 1 —
☆PXH funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 1,512 +1,512 1 —
☆SO funds › SOUTHERN CO NEW — 0.0% +0.0% 0.0 438 +438 1 —
☆LNTH funds › LANTHEUS HLDGS INC NEW — 0.0% +0.0% 0.0 376 +376 1 —
☆XT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 498 +498 1 —
☆PHM funds › PULTE GROUP INC TRIM — 0.0% -0.3% 0.0 283 -2,256 2 —
☆HIMS funds › HIMS & HERS HEALTH INC TRIM — 0.0% -0.4% 0.0 1,111 -21,028 2 —
☆VOE funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.0 194 +194 1 —
☆TOL funds › TOLL BROTHERS INC NEW — 0.0% +0.0% 0.0 222 +222 1 —
☆CSCO funds › CISCO SYS INC NEW — 0.0% +0.0% 0.0 311 +311 1 —
☆VXUS funds › VANGUARD STAR FDS NEW — 0.0% +0.0% 0.0 426 +426 1 —
☆SCHG funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 1,074 +1,074 1 —
☆XVV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 620 +620 1 —
☆EUSB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 805 +805 1 —
☆AN funds › AUTONATION INC NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆SPDW funds › SPDR INDEX SHS FDS NEW — 0.0% +0.0% 0.0 676 +676 1 —
☆MPC funds › MARATHON PETE CORP NEW — 0.0% +0.0% 0.0 130 +130 1 —
☆DECK funds › DECKERS OUTDOOR CORP TRIM — 0.0% -0.3% 0.0 331 -2,628 2 —
☆SPSM funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 559 +559 1 —
☆ABT funds › ABBOTT LABS TRIM — 0.0% -0.3% 0.0 348 -2,617 2 —
☆XJH funds › ISHARES TR NEW — 0.0% +0.0% 0.0 595 +595 1 —
☆EFG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 247 +247 1 —
☆DHI funds › D R HORTON INC NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆VCEB funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 464 +464 1 —
☆BX funds › BLACKSTONE INC NEW — 0.0% +0.0% 0.0 245 +245 1 —
☆IEMG funds › ISHARES INC NEW — 0.0% +0.0% 0.0 345 +345 1 —
☆BAMV funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 791 +791 1 —
☆SCHM funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 739 +739 1 —
☆AVLV funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 293 +293 1 —
☆MUSI funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 608 +608 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆SPMD funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 393 +393 1 —
☆LAD funds › LITHIA MTRS INC NEW — 0.0% +0.0% 0.0 90 +90 1 —
☆SCHB funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 874 +874 1 —
☆RFDI funds › FIRST TR EXCH TRADED FD III NEW — 0.0% +0.0% 0.0 289 +289 1 —
☆PFG funds › PRINCIPAL FINANCIAL GROUP IN NEW — 0.0% +0.0% 0.0 228 +228 1 —
☆DMXF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 289 +289 1 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC NEW — 0.0% +0.0% 0.0 48 +48 1 —
☆GLD funds › SPDR GOLD TR NEW — 0.0% +0.0% 0.0 65 +65 1 —
☆TGT funds › TARGET CORP NEW — 0.0% +0.0% 0.0 182 +182 1 —
☆EAGG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 492 +492 1 —
☆BAMB funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 891 +891 1 —
☆MBB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 242 +242 1 —
☆LDEM funds › ISHARES TR NEW — 0.0% +0.0% 0.0 378 +378 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF NEW — 0.0% +0.0% 0.0 659 +659 1 —
☆BA funds › BOEING CO NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.0% +0.0% 0.0 54 +54 1 —
☆DGX funds › QUEST DIAGNOSTICS INC NEW — 0.0% +0.0% 0.0 101 +101 1 —
☆AOR funds › ISHARES TR NEW — 0.0% +0.0% 0.0 306 +306 1 —
☆VTI funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆DFAE funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.0 521 +521 1 —
☆GOOG funds › ALPHABET INC NEW — 0.0% +0.0% 0.0 59 +59 1 —
☆ORI funds › OLD REP INTL CORP NEW — 0.0% +0.0% 0.0 508 +508 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆IXUS funds › ISHARES TR NEW — 0.0% +0.0% 0.0 208 +208 1 —
☆CI funds › THE CIGNA GROUP NEW — 0.0% +0.0% 0.0 72 +72 1 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.0% +0.0% 0.0 48 +48 1 —
☆FJUN funds › FIRST TR EXCHNG TRADED FD VI NEW — 0.0% +0.0% 0.0 329 +329 1 —
☆MSTR funds › STRATEGY INC NEW — 0.0% +0.0% 0.0 223 +223 1 —
☆AGG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 195 +195 1 —
☆BKCI funds › BNY MELLON ETF TRUST NEW — 0.0% +0.0% 0.0 355 +355 1 —
☆SPHB funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 122 +122 1 —
☆ARKW funds › ARK ETF TR NEW — 0.0% +0.0% 0.0 127 +127 1 —
☆O funds › REALTY INCOME CORP NEW — 0.0% +0.0% 0.0 297 +297 1 —
☆IJH funds › ISHARES TR NEW — 0.0% +0.0% 0.0 235 +235 1 —
☆GM funds › GENERAL MTRS CO NEW — 0.0% +0.0% 0.0 233 +233 1 —
☆SUSB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 709 +709 1 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 92 +92 1 —
☆FOXA funds › FOX CORP TRIM — 0.0% -0.3% 0.0 326 -5,689 2 —
☆STPZ funds › PIMCO ETF TR NEW — 0.0% +0.0% 0.0 315 +315 1 —
☆HYLB funds › DBX ETF TR NEW — 0.0% +0.0% 0.0 459 +459 1 —
☆IHY funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.0 760 +760 1 —
☆BAC funds › BANK AMERICA CORP NEW — 0.0% +0.0% 0.0 287 +287 1 —
☆IEFA funds › ISHARES TR NEW — 0.0% +0.0% 0.0 169 +169 1 —
☆HD funds › HOME DEPOT INC NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆AMGN funds › AMGEN INC NEW — 0.0% +0.0% 0.0 45 +45 1 —
☆BAMA funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 442 +442 1 —
☆CVX funds › CHEVRON CORP NEW NEW — 0.0% +0.0% 0.0 97 +97 1 —
☆KMI funds › KINDER MORGAN INC DEL NEW — 0.0% +0.0% 0.0 486 +486 1 —
☆BAMO funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 449 +449 1 —
☆EXR funds › EXTRA SPACE STORAGE INC NEW — 0.0% +0.0% 0.0 104 +104 1 —
☆NFLX funds › NETFLIX INC NEW — 0.0% +0.0% 0.0 210 +210 1 —
☆BAMY funds › NORTHERN LTS FD TR IV NEW — 0.0% +0.0% 0.0 535 +535 1 —
☆LMT funds › LOCKHEED MARTIN CORP NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆QUAL funds › ISHARES TR NEW — 0.0% +0.0% 0.0 65 +65 1 —
☆IAU funds › ISHARES GOLD TR NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 254 +254 1 —
☆BLK funds › BLACKROCK INC NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆BCI funds › ABRDN ETFS NEW — 0.0% +0.0% 0.0 606 +606 1 —
☆ATO funds › ATMOS ENERGY CORP NEW — 0.0% +0.0% 0.0 77 +77 1 —
☆ORCL funds › ORACLE CORP NEW — 0.0% +0.0% 0.0 89 +89 1 —
☆MMM funds › 3M CO NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆AFG funds › AMERICAN FINL GROUP INC OHIO NEW — 0.0% +0.0% 0.0 93 +93 1 —
☆CNRG funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 115 +115 1 —
☆LIN funds › LINDE PLC NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆FEP funds › FIRST TR EXCH TRD ALPHDX FD NEW — 0.0% +0.0% 0.0 227 +227 1 —
☆SRLN funds › SSGA ACTIVE ETF TR NEW — 0.0% +0.0% 0.0 322 +322 1 —
☆ETN funds › EATON CORP PLC NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆IHI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 250 +250 1 —
☆SPGP funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 101 +101 1 —
☆VOT funds › VANGUARD INDEX FDS NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆ICLN funds › ISHARES TR NEW — 0.0% +0.0% 0.0 592 +592 1 —
☆EVUS funds › ISHARES TR NEW — 0.0% +0.0% 0.0 344 +344 1 —
☆CHTR funds › CHARTER COMMUNICATIONS INC N NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆KRMA funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 254 +254 1 —
☆HRB funds › BLOCK H & R INC NEW — 0.0% +0.0% 0.0 309 +309 1 —
☆BGRN funds › ISHARES TR NEW — 0.0% +0.0% 0.0 247 +247 1 —
☆GS funds › GOLDMAN SACHS GROUP INC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆HOOD funds › ROBINHOOD MKTS INC NEW — 0.0% +0.0% 0.0 114 +114 1 —
☆ABBV funds › ABBVIE INC NEW — 0.0% +0.0% 0.0 45 +45 1 —
☆FLSP funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.0 408 +408 1 —
☆SHOP funds › SHOPIFY INC NEW — 0.0% +0.0% 0.0 97 +97 1 —
☆MS funds › MORGAN STANLEY NEW — 0.0% +0.0% 0.0 51 +51 1 —
☆BNY funds › BANK NEW YORK MELLON CORP NEW — 0.0% +0.0% 0.0 74 +74 1 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆SIVR funds › ABRDN SILVER ETF TRUST NEW — 0.0% +0.0% 0.0 186 +186 1 —
☆AMP funds › AMERIPRISE FINL INC NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆NOC funds › NORTHROP GRUMMAN CORP NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆USB funds › US BANCORP DEL NEW — 0.0% +0.0% 0.0 166 +166 1 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.0% +0.0% 0.0 59 +59 1 —
☆T funds › AT&T INC NEW — 0.0% +0.0% 0.0 483 +483 1 —
☆XYZ funds › BLOCK INC NEW — 0.0% +0.0% 0.0 130 +130 1 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD NEW — 0.0% +0.0% 0.0 619 +619 1 —
☆MCHP funds › MICROCHIP TECHNOLOGY INC. NEW — 0.0% +0.0% 0.0 107 +107 1 —
☆RIVN funds › RIVIAN AUTOMOTIVE INC NEW — 0.0% +0.0% 0.0 549 +549 1 —
☆PDEC funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.0 204 +204 1 —
☆RTX funds › RTX CORPORATION NEW — 0.0% +0.0% 0.0 49 +49 1 —
☆CUSIP:45782C383 funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.0 192 +192 1 —
☆FENY funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 308 +308 1 —
☆PSX funds › PHILLIPS 66 NEW — 0.0% +0.0% 0.0 54 +54 1 —
☆NKE funds › NIKE INC NEW — 0.0% +0.0% 0.0 210 +210 1 —
☆GSK funds › GSK PLC NEW — 0.0% +0.0% 0.0 164 +164 1 —
☆TDOC funds › TELADOC HEALTH INC NEW — 0.0% +0.0% 0.0 968 +968 1 —
☆AFL funds › AFLAC INC NEW Common Stock 0.0% +0.0% 0.0 68 +68 1 —
☆PPLT funds › ABRDN PLATINUM ETF TRUST NEW — 0.0% +0.0% 0.0 537 +537 1 —
☆SCHX funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 253 +253 1 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN NEW — 0.0% +0.0% 0.0 58 +58 1 —
☆DRLL funds › EA SERIES TRUST NEW — 0.0% +0.0% 0.0 208 +208 1 —
☆MNA funds › NEW YORK LIFE INVESTMENTS ET NEW — 0.0% +0.0% 0.0 177 +177 1 —
☆PFIG funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 267 +267 1 —
☆CRM funds › SALESFORCE INC NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆FUN funds › SIX FLAGS ENTERTAINMENT CORP NEW — 0.0% +0.0% 0.0 290 +290 1 —
☆RSPD funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 103 +103 1 —
☆ARES funds › ARES MANAGEMENT CORPORATION NEW — 0.0% +0.0% 0.0 52 +52 1 —
☆GE funds › GE AEROSPACE NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆USRT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆IGIB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 102 +102 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆FNCL funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆F funds › FORD MTR CO NEW — 0.0% +0.0% 0.0 350 +350 1 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.0 34 +34 1 —
☆SPTM funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 51 +51 1 —
☆NOW funds › SERVICENOW INC NEW — 0.0% +0.0% 0.0 45 +45 1 —
☆BKNG funds › BOOKING HOLDINGS INC NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆PFFV funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.0 201 +201 1 —
☆GT funds › GOODYEAR TIRE & RUBR CO NEW — 0.0% +0.0% 0.0 666 +666 1 —
☆WGO funds › WINNEBAGO INDS INC NEW — 0.0% +0.0% 0.0 140 +140 1 —
☆FLYW funds › FLYWIRE CORPORATION NEW — 0.0% +0.0% 0.0 247 +247 1 —
☆KGC funds › KINROSS GOLD CORP NEW — 0.0% +0.0% 0.0 180 +180 1 —
☆UBER funds › UBER TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 58 +58 1 —
☆PFEB funds › INNOVATOR ETFS TRUST NEW — 0.0% +0.0% 0.0 96 +96 1 —
☆PAY funds › PAYMENTUS HOLDINGS INC NEW — 0.0% +0.0% 0.0 171 +171 1 —
☆SE funds › SEA LTD NEW — 0.0% +0.0% 0.0 42 +42 1 —
☆INTU funds › INTUIT NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 28 +28 1 —
☆ILTB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 78 +78 1 —
☆DLR funds › DIGITAL RLTY TR INC NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆FIDU funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 38 +38 1 —
☆UPS funds › UNITED PARCEL SERVICE INC NEW — 0.0% +0.0% 0.0 35 +35 1 —
☆VFMV funds › VANGUARD WELLINGTON FD NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆SPOT funds › SPOTIFY TECHNOLOGY S A NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆PIM funds › PUTNAM MASTER INTER INCOME T NEW — 0.0% +0.0% 0.0 1,101 +1,101 1 —
☆GEV funds › GE VERNOVA INC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆HSY funds › HERSHEY CO NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆MELI funds › MERCADOLIBRE INC NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆CFG funds › CITIZENS FINL GROUP INC NEW — 0.0% +0.0% 0.0 47 +47 1 —
☆DOV funds › DOVER CORP NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆ADNT funds › ADIENT PLC NEW — 0.0% +0.0% 0.0 177 +177 1 —
☆YUM funds › YUM BRANDS INC NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆FSTA funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆DRI funds › DARDEN RESTAURANTS INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆TJX funds › TJX COS INC NEW NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆HON funds › HONEYWELL INTERNATIONAL INC. - COMMON STOCK NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆COF funds › CAPITAL ONE FINL CORP NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆DVN funds › DEVON ENERGY CORP NEW NEW — 0.0% +0.0% 0.0 76 +76 1 —
☆HONA funds › HONEYWELL AEROSPACE INC. - COMMON STOCK NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆WBD funds › WARNER BROS DISCOVERY INC NEW — 0.0% +0.0% 0.0 115 +115 1 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆USHY funds › ISHARES TR NEW — 0.0% +0.0% 0.0 82 +82 1 —
☆FHLC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆TT funds › TRANE TECHNOLOGIES PLC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆IWM funds › ISHARES TR NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆FDX funds › FEDEX CORP NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆FITB funds › FIFTH THIRD BANCORP NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆CB funds › CHUBB LIMITED NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆UNP funds › UNION PAC CORP NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆BHC funds › BAUSCH HEALTH COS INC NEW — 0.0% +0.0% 0.0 527 +527 1 —
☆ACHR funds › ARCHER AVIATION INC NEW — 0.0% +0.0% 0.0 546 +546 1 —
☆MDLZ funds › MONDELEZ INTL INC NEW — 0.0% +0.0% 0.0 44 +44 1 —
☆IBB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆SPGI funds › S&P GLOBAL INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆TER funds › TERADYNE INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆CON funds › CONCENTRA GROUP HOLDINGS PAR NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆IAGG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 47 +47 1 —
☆LOW funds › LOWES COS INC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆CPAY funds › CORPAY INC NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆TLT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆SBUX funds › STARBUCKS CORP NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆ULTA funds › ULTA BEAUTY INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆APD funds › AIR PRODS & CHEMS INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆BALL funds › BALL CORP NEW — 0.0% +0.0% 0.0 36 +36 1 —
☆LUV funds › SOUTHWEST AIRLS CO NEW — 0.0% +0.0% 0.0 43 +43 1 —
☆MSI funds › MOTOROLA SOLUTIONS INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆ADSK funds › AUTODESK INC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆SYY funds › SYSCO CORP NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆PSA funds › PUBLIC STORAGE OPER CO NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆CVS funds › CVS HEALTH CORP NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆EQIX funds › EQUINIX INC NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆AVB funds › AVALONBAY CMNTYS INC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆BDX funds › BECTON DICKINSON & CO NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆SCHW funds › SCHWAB CHARLES CORP NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆MDT funds › MEDTRONIC PLC NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆HLN funds › HALEON PLC NEW — 0.0% +0.0% 0.0 205 +205 1 —
☆DHR funds › DANAHER CORPORATION NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ITOT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆AIG funds › AMERICAN INTL GROUP INC NEW — 0.0% +0.0% 0.0 24 +24 1 —
☆SOLV funds › SOLVENTUM CORP NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆WTW funds › WILLIS TOWERS WATSON PLC LTD NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆STT funds › STATE STR CORP NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆SJM funds › SMUCKER J M CO NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆CUSIP:81619Q105 funds › SELECT MED HLDGS CORP NEW — 0.0% +0.0% 0.0 102 +102 1 —
☆HUBS funds › HUBSPOT INC NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆WTRG funds › ESSENTIAL UTILS INC NEW — 0.0% +0.0% 0.0 41 +41 1 —
☆EGO funds › ELDORADO GOLD CORP NEW NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆TEM funds › TEMPUS AI INC NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆AKAM funds › AKAMAI TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆L funds › LOEWS CORP NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆KO funds › COCA COLA CO NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆CPB funds › THE CAMPBELLS COMPANY NEW — 0.0% +0.0% 0.0 65 +65 1 —
☆GD funds › GENERAL DYNAMICS CORP NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆FREL funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆NLOP funds › NET LEASE OFFICE PROPERTIES NEW — 0.0% +0.0% 0.0 116 +116 1 —
☆RNR funds › RENAISSANCERE HLDGS LTD NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆SPTI funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 45 +45 1 —
☆REGN funds › REGENERON PHARMACEUTICALS NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆SRVR funds › PACER FDS TR NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆WDAY funds › WORKDAY INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ISRG funds › INTUITIVE SURGICAL INC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆CCI funds › CROWN CASTLE INC NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆GL funds › GLOBE LIFE INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆CTVA funds › CORTEVA INC NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆TRN funds › TRINITY INDS INC NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆FHN funds › FIRST HORIZON CORPORATION NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆AON funds › AON PLC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆ADM funds › ARCHER DANIELS MIDLAND CO NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆AMT funds › AMERICAN TOWER CORP NEW NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆ETR funds › ENTERGY CORP NEW NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆VSAT funds › VIASAT INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆FIS funds › FIDELITY NATL INFORMATION SV NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆ILMN funds › ILLUMINA INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆ARE funds › ALEXANDRIA REAL ESTATE EQ IN NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆M funds › MACYS INC NEW — 0.0% +0.0% 0.0 37 +37 1 —
☆GEN funds › GEN DIGITAL INC NEW — 0.0% +0.0% 0.0 34 +34 1 —
☆PYPL funds › PAYPAL HLDGS INC NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆FDXF funds › FEDEX FREIGHT HOLDING COMPANY, INC. COMMON STOCK NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆WAT funds › WATERS CORP NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆OTIS funds › OTIS WORLDWIDE CORP NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆ANGL funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆TMUS funds › T-MOBILE US INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆IGOV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆MTCH funds › MATCH GROUP INC NEW NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆GOVT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆CE funds › CELANESE CORP DEL NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆WIP funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆GWRE funds › GUIDEWIRE SOFTWARE INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆TAK funds › TAKEDA PHARMACEUTICAL CO LTD NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆IEF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆OPCH funds › OPTION CARE HEALTH INC NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆ADBE funds › ADOBE INC NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆IR funds › INGERSOLL RAND INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆DOX funds › AMDOCS LTD NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆AIV funds › APARTMENT INVT & MGMT CO NEW — 0.0% +0.0% 0.0 125 +125 1 —
☆KD funds › KYNDRYL HLDGS INC NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆AAP funds › ADVANCE AUTO PARTS INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆BIO funds › BIO RAD LABS INC NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆VLTO funds › VERALTO CORP NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆FISV funds › FISERV INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆PSKY funds › PARAMOUNT SKYDANCE CORP NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆SLVM funds › SYLVAMO CORP NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆OGN funds › ORGANON & CO NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆VSNT funds › VERSANT MEDIA GROUP INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆AMRN funds › AMARIN CORP PLC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆EMQQ funds › EXCHANGE TRADED CONCEPTS TRU NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆AAL funds › AMERICAN AIRLS GROUP INC NEW — 0.0% +0.0% 0.0 2 +2 1 —

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 119 526 0.15 40% 0.029 0.132 — in
2026Q1 98 119 0.15 43% 0.033 0.144 — entered
2025Q4 94 116 0.00 40% 0.029 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