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☆Downshift Financial, LLC

CIK 0002118380 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.484
AUM ($M)
220
Positions
660
Turnover
0.10
Top-10 wt
63%
Herfindahl
0.054
History (qtrs)
3
Excess Return
—

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Quarter
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Security type

Holdings · 500 of 662 positions (showing top 500 by weight) · portfolio value $220M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 11.9% +2.0% 26.3 908,685 +207,890 2 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 10.1% +0.1% 22.3 804,823 +61,620 2 —
☆VTI funds › VANGUARD INDEX FDS ADD — 8.6% -0.3% 18.9 51,044 +1,800 2 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 8.1% -0.6% 17.9 726,438 +47,957 2 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 7.4% -2.1% 16.3 555,541 -104,961 2 —
☆VV funds › VANGUARD INDEX FDS ADD — 4.9% -0.4% 10.8 31,347 +25 2 —
☆VXUS funds › VANGUARD STAR FDS ADD — 4.3% -0.2% 9.5 110,746 +4,089 2 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 2.7% -0.7% 5.9 159,804 -34,790 2 —
☆SPYM funds › SPDR SERIES TRUST ADD — 2.6% -0.2% 5.8 65,506 +1,488 2 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 2.4% -1.0% 5.4 91,481 -19,318 2 —
☆IXUS funds › ISHARES TR ADD — 2.2% -0.2% 4.9 51,274 +707 2 —
☆SPTI funds › SPDR SERIES TRUST ADD — 2.0% +0.6% 4.5 158,490 +59,280 2 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 1.8% -0.1% 4.1 80,647 +2,810 2 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 1.6% -0.2% 3.6 106,320 -300 2 —
☆VO funds › VANGUARD INDEX FDS ADD — 1.6% -0.1% 3.5 43,857 +38 2 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 1.6% -0.3% 3.5 96,403 -17,926 2 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 1.5% -0.2% 3.4 4,924 -87 2 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 1.2% -0.2% 2.6 12,875 +0 2 —
☆IVV funds › ISHARES TR ADD — 1.1% -0.1% 2.5 3,343 +8 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 1.1% -0.1% 2.5 34,709 -1,079 2 —
☆AAUA funds › EA SERIES TRUST NEW — 0.9% +0.9% 2.0 35,307 +35,307 1 —
☆SPMD funds › SPDR SERIES TRUST ADD — 0.9% -0.0% 2.0 28,928 +593 2 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.9% -0.1% 1.9 6,187 -47 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F NEW — 0.8% +0.8% 1.8 11,468 +11,468 1 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.6% -0.0% 1.3 6,053 +21 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.5% -0.1% 1.1 18,282 -246 2 —
☆ITOT funds › ISHARES TR ADD — 0.5% -0.0% 1.0 6,298 +2 2 —
☆SPTS funds › SPDR SERIES TRUST HOLD — 0.4% -0.1% 1.0 32,799 +0 2 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.4% -0.0% 0.9 16,427 -224 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.4% -0.0% 0.9 10,712 +554 2 —
☆VONE funds › VANGUARD SCOTTSDALE FDS HOLD — 0.4% -0.0% 0.9 2,633 +0 2 —
☆SCHO funds › SCHWAB STRATEGIC TR ADD — 0.4% -0.0% 0.9 36,519 +984 2 —
☆VBR funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 0.8 3,106 +9 2 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.7 13,720 +5 2 —
☆SCHQ funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.7 23,079 +2,031 2 —
☆MUB funds › ISHARES TR HOLD — 0.3% -0.0% 0.7 6,362 +0 2 —
☆GOVT funds › ISHARES TR TRIM — 0.3% -0.0% 0.6 27,389 -611 2 —
☆GOOGL funds › ALPHABET INC HOLD — 0.3% -0.0% 0.6 1,732 +0 2 —
☆AAPL funds › APPLE INC HOLD — 0.3% -0.0% 0.6 2,113 +0 2 —
☆GOOG funds › ALPHABET INC TRIM — 0.3% -0.1% 0.6 1,671 -251 2 —
☆BALL funds › BALL CORP HOLD — 0.3% -0.0% 0.6 9,265 +0 2 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 0.6 17,896 -78 2 —
☆IJH funds › ISHARES TR TRIM — 0.2% -0.0% 0.5 7,074 -12 2 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI HOLD — 0.2% +0.1% 0.5 2,000 +0 2 —
☆SCHZ funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 0.5 22,873 +0 2 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD ADD — 0.2% -0.0% 0.5 3,786 +8 2 —
☆IEFA funds › ISHARES TR HOLD — 0.2% -0.0% 0.5 4,989 +0 2 —
☆TSLA funds › TESLA INC HOLD — 0.2% -0.0% 0.5 1,104 +0 2 —
☆IJR funds › ISHARES TR TRIM — 0.2% -0.0% 0.4 3,003 -5 2 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.2% -0.0% 0.4 595 +0 2 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.2% -0.0% 0.4 1,734 -120 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.2% -0.0% 0.4 566 +0 2 —
☆SCHP funds › SCHWAB STRATEGIC TR HOLD — 0.2% -0.0% 0.4 15,174 +0 2 —
☆EFA funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 3,831 +0 2 —
☆IEMG funds › ISHARES INC HOLD — 0.2% -0.0% 0.4 4,779 +0 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 0.4 786 +0 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 0.2% -0.0% 0.4 1,654 +0 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.2% -0.1% 0.4 1,001 -151 2 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS HOLD — 0.2% -0.0% 0.4 4,677 +0 2 —
☆AMZN funds › AMAZON COM INC HOLD — 0.2% -0.0% 0.4 1,547 +0 2 —
☆IWM funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 1,186 +0 2 —
☆IGSB funds › ISHARES TR HOLD — 0.2% -0.0% 0.4 6,791 +0 2 —
☆NSC funds › NORFOLK SOUTHN CORP HOLD — 0.1% -0.0% 0.3 1,047 +0 2 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.3 8,692 +10 2 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.3 12,375 -326 2 —
☆VGT funds › VANGUARD WORLD FD HOLD — 0.1% +0.0% 0.3 2,447 +0 2 —
☆VWOB funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 0.3 4,310 -54 2 —
☆COST funds › COSTCO WHOLESALE CORPORATION HOLD — 0.1% -0.0% 0.3 306 +0 2 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD HOLD — 0.1% -0.0% 0.2 15,685 +0 2 —
☆GS funds › GOLDMAN SACHS GROUP INC ADD — 0.1% -0.0% 0.2 223 +1 2 —
☆EEM funds › ISHARES TR HOLD — 0.1% -0.0% 0.2 3,278 +0 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS NEW — 0.1% +0.1% 0.2 791 +791 1 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% -0.0% 0.2 4,338 -331 2 —
☆RTX funds › RTX CORPORATION NEW — 0.1% +0.1% 0.2 1,134 +1,134 1 —
☆VSGX funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.2 2,584 +2,584 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.1% +0.1% 0.2 433 +433 1 —
☆IWB funds › ISHARES TR NEW — 0.1% +0.1% 0.2 502 +502 1 —
☆QUAL funds › ISHARES TR NEW — 0.1% +0.1% 0.2 926 +926 1 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.2 182 +182 1 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.1% -0.1% 0.2 2,631 -2,112 2 —
☆IVW funds › ISHARES TR NEW — 0.1% +0.1% 0.2 1,384 +1,384 1 —
☆JPM funds › JPMORGAN CHASE & CO NEW — 0.1% +0.1% 0.2 566 +566 1 —
☆HYG funds › ISHARES TR NEW — 0.1% +0.1% 0.2 2,235 +2,235 1 —
☆VBIL funds › VANGUARD INSTL INDEX FD NEW — 0.1% +0.1% 0.2 2,350 +2,350 1 —
☆FISV funds › FISERV INC HOLD — 0.1% -0.0% 0.2 3,309 +0 2 —
☆VOE funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 817 +817 1 —
☆VYMI funds › VANGUARD WHITEHALL FDS NEW — 0.1% +0.1% 0.2 1,641 +1,641 1 —
☆MGK funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.2 1,791 +1,791 1 —
☆NEE funds › NEXTERA ENERGY INC NEW — 0.1% +0.1% 0.1 1,619 +1,619 1 —
☆AVGO funds › BROADCOM INC NEW — 0.1% +0.1% 0.1 367 +367 1 —
☆ESGU funds › ISHARES TR NEW — 0.1% +0.1% 0.1 847 +847 1 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.1 2,493 +2,493 1 —
☆SPTM funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.1 1,435 +1,435 1 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.1 1,327 -72 2 —
☆SPYD funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.1 2,634 +2,634 1 —
☆XLI funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.1 668 +668 1 —
☆SCHY funds › SCHWAB STRATEGIC TR NEW — 0.1% +0.1% 0.1 3,848 +3,848 1 —
☆AOR funds › ISHARES TR NEW — 0.1% +0.1% 0.1 1,754 +1,754 1 —
☆SGOV funds › ISHARES TR TRIM — 0.1% -0.2% 0.1 1,202 -3,416 2 —
☆TTWO funds › TAKE-TWO INTERACTIVE SOFTWAR NEW — 0.1% +0.1% 0.1 476 +476 1 —
☆ORCL funds › ORACLE CORP NEW — 0.1% +0.1% 0.1 767 +767 1 —
☆XLK funds › SELECT SECTOR SPDR TR NEW — 0.1% +0.1% 0.1 582 +582 1 —
☆INTC funds › INTEL CORP NEW — 0.0% +0.0% 0.1 787 +787 1 —
☆IWN funds › ISHARES TR NEW — 0.0% +0.0% 0.1 490 +490 1 —
☆HD funds › HOME DEPOT INC NEW — 0.0% +0.0% 0.1 298 +298 1 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.1 1,178 +1,178 1 —
☆WMT funds › WALMART INC NEW — 0.0% +0.0% 0.1 913 +913 1 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN NEW — 0.0% +0.0% 0.1 1,999 +1,999 1 —
☆LLY funds › ELI LILLY & CO NEW — 0.0% +0.0% 0.1 82 +82 1 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.0% +0.0% 0.1 234 +234 1 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC NEW — 0.0% +0.0% 0.1 194 +194 1 —
☆NFLX funds › NETFLIX INC. NEW — 0.0% +0.0% 0.1 1,360 +1,360 1 —
☆IAU funds › ISHARES GOLD TR NEW — 0.0% +0.0% 0.1 1,275 +1,275 1 —
☆SPEM funds › SPDR INDEX SHS FDS NEW — 0.0% +0.0% 0.1 1,814 +1,814 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP NEW — 0.0% +0.0% 0.1 659 +659 1 —
☆XLY funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.1 742 +742 1 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.1 749 +749 1 —
☆GE funds › GE AEROSPACE NEW — 0.0% +0.0% 0.1 223 +223 1 —
☆IXN funds › ISHARES TR NEW — 0.0% +0.0% 0.1 568 +568 1 —
☆GWW funds › WW GRAINGER INC NEW — 0.0% +0.0% 0.1 60 +60 1 —
☆LMT funds › LOCKHEED MARTIN CORP NEW — 0.0% +0.0% 0.1 160 +160 1 —
☆IUSG funds › ISHARES TR NEW — 0.0% +0.0% 0.1 433 +433 1 —
☆SOXX funds › ISHARES TR NEW — 0.0% +0.0% 0.1 126 +126 1 —
☆HON funds › HONEYWELL INTL INC NEW — 0.0% +0.0% 0.1 360 +360 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.0% +0.0% 0.1 360 +360 1 —
☆VYM funds › VANGUARD WHITEHALL FDS NEW — 0.0% +0.0% 0.1 503 +503 1 —
☆VPU funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.1 404 +404 1 —
☆META funds › META PLATFORMS INC NEW — 0.0% +0.0% 0.1 140 +140 1 —
☆V funds › VISA INC NEW — 0.0% +0.0% 0.1 227 +227 1 —
☆IWS funds › ISHARES TR NEW — 0.0% +0.0% 0.1 464 +464 1 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.0% +0.0% 0.1 440 +440 1 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.1 1,301 +1,301 1 —
☆TIP funds › ISHARES TR NEW — 0.0% +0.0% 0.1 642 +642 1 —
☆EFG funds › ISHARES TR NEW — 0.0% +0.0% 0.1 563 +563 1 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.1 1,197 +1,197 1 —
☆C funds › CITIGROUP INC NEW — 0.0% +0.0% 0.1 497 +497 1 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF NEW — 0.0% +0.0% 0.1 2,030 +2,030 1 —
☆DELL funds › DELL TECHNOLOGIES INC NEW — 0.0% +0.0% 0.1 155 +155 1 —
☆DFAT funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.1 947 +947 1 —
☆DIS funds › DISNEY WALT CO NEW — 0.0% +0.0% 0.1 682 +682 1 —
☆CSCO funds › CISCO SYS INC NEW — 0.0% +0.0% 0.1 552 +552 1 —
☆MA funds › MASTERCARD INCORPORATED NEW — 0.0% +0.0% 0.1 121 +121 1 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.1 398 +398 1 —
☆RMD funds › RESMED INC NEW — 0.0% +0.0% 0.1 310 +310 1 —
☆PEP funds › PEPSICO INC NEW — 0.0% +0.0% 0.1 442 +442 1 —
☆SOXQ funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.1 532 +532 1 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.0% +0.0% 0.1 200 +200 1 —
☆ABBV funds › ABBVIE INC NEW — 0.0% +0.0% 0.1 232 +232 1 —
☆PWR funds › QUANTA SVCS INC NEW — 0.0% +0.0% 0.1 80 +80 1 —
☆FETH funds › FIDELITY ETHEREUM FD NEW — 0.0% +0.0% 0.1 3,499 +3,499 1 —
☆ITA funds › ISHARES TR NEW — 0.0% +0.0% 0.1 226 +226 1 —
☆SPYV funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.1 898 +898 1 —
☆AMGN funds › AMGEN INC NEW — 0.0% +0.0% 0.1 142 +142 1 —
☆PG funds › PROCTER & GAMBLE CO NEW — 0.0% +0.0% 0.1 350 +350 1 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F NEW — 0.0% +0.0% 0.1 604 +604 1 —
☆AXP funds › AMERICAN EXPRESS CO NEW — 0.0% +0.0% 0.1 149 +149 1 —
☆MRK funds › MERCK & CO INC NEW — 0.0% +0.0% 0.0 379 +379 1 —
☆SCHV funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 1,363 +1,363 1 —
☆IYW funds › ISHARES TR NEW — 0.0% +0.0% 0.0 186 +186 1 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆FTNT funds › FORTINET INC NEW — 0.0% +0.0% 0.0 299 +299 1 —
☆VLO funds › VALERO ENERGY CORP NEW — 0.0% +0.0% 0.0 176 +176 1 —
☆ASML funds › ASML HLDG NV NEW — 0.0% +0.0% 0.0 23 +23 1 —
☆PM funds › PHILIP MORRIS INTL INC NEW — 0.0% +0.0% 0.0 251 +251 1 —
☆BAC funds › BANK OF AMER CORP NEW — 0.0% +0.0% 0.0 786 +786 1 —
☆DSI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 313 +313 1 —
☆ESGD funds › ISHARES TR NEW — 0.0% +0.0% 0.0 427 +427 1 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 776 +776 1 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.0% +0.0% 0.0 126 +126 1 —
☆ROBO funds › EXCHANGE TRADED CONCEPTS TRU NEW — 0.0% +0.0% 0.0 486 +486 1 —
☆ANET funds › ARISTA NETWORKS INC NEW — 0.0% +0.0% 0.0 236 +236 1 —
☆GLW funds › CORNING INC NEW — 0.0% +0.0% 0.0 153 +153 1 —
☆DGRO funds › ISHARES TR NEW — 0.0% +0.0% 0.0 513 +513 1 —
☆FNDX funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 1,217 +1,217 1 —
☆GEV funds › GE VERNOVA INC NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆AXON funds › AXON ENTERPRISE INC NEW — 0.0% +0.0% 0.0 65 +65 1 —
☆SHOP funds › SHOPIFY INC NEW — 0.0% +0.0% 0.0 309 +309 1 —
☆DAPP funds › VANECK ETF TRUST NEW — 0.0% +0.0% 0.0 1,817 +1,817 1 —
☆TPR funds › TAPESTRY INC NEW — 0.0% +0.0% 0.0 236 +236 1 —
☆ETN funds › EATON CORP PLC NEW — 0.0% +0.0% 0.0 81 +81 1 —
☆MCD funds › MCDONALDS CORP NEW — 0.0% +0.0% 0.0 127 +127 1 —
☆NOW funds › SERVICENOW INC NEW — 0.0% +0.0% 0.0 344 +344 1 —
☆COP funds › CONOCOPHILLIPS NEW — 0.0% +0.0% 0.0 327 +327 1 —
☆YUM funds › YUM BRANDS INC NEW — 0.0% +0.0% 0.0 212 +212 1 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.0 250 +250 1 —
☆MGV funds › VANGUARD WORLD FD NEW — 0.0% +0.0% 0.0 202 +202 1 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 510 +510 1 —
☆CVX funds › CHEVRON CORPORATION NEW — 0.0% +0.0% 0.0 187 +187 1 —
☆SPYG funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 259 +259 1 —
☆NXTG funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 200 +200 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.0% +0.0% 0.0 70 +70 1 —
☆GLD funds › SPDR GOLD TR NEW — 0.0% +0.0% 0.0 80 +80 1 —
☆XLP funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 352 +352 1 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.0% +0.0% 0.0 40 +40 1 —
☆MAR funds › MARRIOTT INTL INC NEW NEW — 0.0% +0.0% 0.0 78 +78 1 —
☆XLC funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.0 268 +268 1 —
☆TJX funds › TJX COS INC NEW NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆CME funds › CME GROUP INC NEW — 0.0% +0.0% 0.0 128 +128 1 —
☆IGV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 310 +310 1 —
☆APO funds › APOLLO GLOBAL MGMT INC NEW — 0.0% +0.0% 0.0 237 +237 1 —
☆VONG funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 217 +217 1 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.0% +0.0% 0.0 36 +36 1 —
☆CB funds › CHUBB LIMITED NEW — 0.0% +0.0% 0.0 76 +76 1 —
☆NUE funds › NUCOR CORP NEW — 0.0% +0.0% 0.0 116 +116 1 —
☆IYF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 201 +201 1 —
☆PFE funds › PFIZER INC NEW — 0.0% +0.0% 0.0 1,028 +1,028 1 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 125 +125 1 —
☆MELI funds › MERCADOLIBRE INC TRIM — 0.0% -0.2% 0.0 14 -160 2 —
☆BA funds › BOEING CO NEW — 0.0% +0.0% 0.0 109 +109 1 —
☆ICVT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 187 +187 1 —
☆JNJ funds › JOHNSON & JOHNSON NEW — 0.0% +0.0% 0.0 89 +89 1 —
☆METV funds › LISTED FDS TR NEW — 0.0% +0.0% 0.0 1,225 +1,225 1 —
☆CVS funds › CVS HEALTH CORP NEW — 0.0% +0.0% 0.0 218 +218 1 —
☆CARR funds › CARRIER GLOBAL CORPORATION NEW — 0.0% +0.0% 0.0 305 +305 1 —
☆WELL funds › WELLTOWER INC NEW — 0.0% +0.0% 0.0 98 +98 1 —
☆FDX funds › FEDEX CORP NEW — 0.0% +0.0% 0.0 71 +71 1 —
☆VOTE funds › TCW ETF TRUST NEW — 0.0% +0.0% 0.0 252 +252 1 —
☆KO funds › COCA COLA CO NEW — 0.0% +0.0% 0.0 265 +265 1 —
☆PSX funds › PHILLIPS 66 NEW — 0.0% +0.0% 0.0 127 +127 1 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.0% +0.0% 0.0 71 +71 1 —
☆CRM funds › SALESFORCE INC NEW — 0.0% +0.0% 0.0 132 +132 1 —
☆RCL funds › ROYAL CARIBBEAN GROUP NEW — 0.0% +0.0% 0.0 65 +65 1 —
☆EZU funds › ISHARES INC NEW — 0.0% +0.0% 0.0 296 +296 1 —
☆XEL funds › XCEL ENERGY INC NEW — 0.0% +0.0% 0.0 256 +256 1 —
☆MCK funds › MCKESSON CORP NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆FIS funds › FIDELITY NATL INFORMATION SV NEW — 0.0% +0.0% 0.0 518 +518 1 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 171 +171 1 —
☆XSD funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆FHLC funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.0 241 +241 1 —
☆EMB funds › ISHARES TR NEW — 0.0% +0.0% 0.0 190 +190 1 —
☆TGT funds › TARGET CORP NEW — 0.0% +0.0% 0.0 140 +140 1 —
☆SNDK funds › SANDISK CORP NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆USL funds › UNITED STS 12 MONTH OIL FD L NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆GH funds › GUARDANT HEALTH INC NEW — 0.0% +0.0% 0.0 120 +120 1 —
☆UNP funds › UNION PAC CORP NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆DFAX funds › DIMENSIONAL ETF TRUST NEW — 0.0% +0.0% 0.0 486 +486 1 —
☆BKNG funds › BOOKING HOLDINGS INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆WMB funds › WILLIAMS COS INC NEW — 0.0% +0.0% 0.0 238 +238 1 —
☆IXJ funds › ISHARES TR NEW — 0.0% +0.0% 0.0 174 +174 1 —
☆LOW funds › LOWES COS INC NEW — 0.0% +0.0% 0.0 75 +75 1 —
☆SCZ funds › ISHARES TR NEW — 0.0% +0.0% 0.0 194 +194 1 —
☆AAON funds › AAON INC NEW Common Stock 0.0% +0.0% 0.0 123 +123 1 —
☆EUFN funds › ISHARES TR NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆WFC funds › WELLS FARGO & CO NEW — 0.0% +0.0% 0.0 188 +188 1 —
☆SO funds › SOUTHERN CO NEW — 0.0% +0.0% 0.0 158 +158 1 —
☆ASX funds › ASE TECHNOLOGY HLDG CO LTD NEW — 0.0% +0.0% 0.0 323 +323 1 —
☆HPQ funds › HP INC NEW — 0.0% +0.0% 0.0 656 +656 1 —
☆IDXX funds › IDEXX LABS INC NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆IXC funds › ISHARES TR NEW — 0.0% +0.0% 0.0 277 +277 1 —
☆BLK funds › BLACKROCK INC NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆IBKR funds › INTERACTIVE BROKERS GROUP IN NEW — 0.0% +0.0% 0.0 154 +154 1 —
☆NU funds › NU HLDGS LTD NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆IWD funds › ISHARES TR NEW — 0.0% +0.0% 0.0 55 +55 1 —
☆XYL funds › XYLEM INC NEW — 0.0% +0.0% 0.0 110 +110 1 —
☆FNDA funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 338 +338 1 —
☆ECL funds › ECOLAB INC NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆IAI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 73 +73 1 —
☆BB funds › BLACKBERRY LTD NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆PNC funds › PNC FINL SVCS GROUP INC NEW — 0.0% +0.0% 0.0 51 +51 1 —
☆WAB funds › WABTEC NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆GD funds › GENERAL DYNAMICS CORP NEW — 0.0% +0.0% 0.0 35 +35 1 —
☆ROK funds › ROCKWELL AUTOMATION INC NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆MIY funds › BLACKROCK MUNIYIELD MICH QU NEW — 0.0% +0.0% 0.0 992 +992 1 —
☆KMI funds › KINDER MORGAN INC DEL NEW — 0.0% +0.0% 0.0 377 +377 1 —
☆TDG funds › TRANSDIGM GROUP INC NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆MS funds › MORGAN STANLEY NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆UAL funds › UNITED AIRLS HLDGS INC NEW — 0.0% +0.0% 0.0 87 +87 1 —
☆CIB funds › GRUPO CIBEST SA NEW — 0.0% +0.0% 0.0 147 +147 1 —
☆NVT funds › NVENT ELEC PLC NEW — 0.0% +0.0% 0.0 68 +68 1 —
☆GSG funds › ISHARES S&P GSCI COMMODITY- NEW — 0.0% +0.0% 0.0 400 +400 1 —
☆IWF funds › ISHARES TR NEW — 0.0% +0.0% 0.0 92 +92 1 —
☆HLT funds › HILTON WORLDWIDE HLDGS INC NEW — 0.0% +0.0% 0.0 33 +33 1 —
☆TT funds › TRANE TECHNOLOGIES PLC NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆MDB funds › MONGODB INC NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆HAL funds › HALLIBURTON CO NEW — 0.0% +0.0% 0.0 305 +305 1 —
☆SPLV funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 138 +138 1 —
☆TNL funds › TRAVEL PLUS LEISURE CO NEW — 0.0% +0.0% 0.0 135 +135 1 —
☆HSBC funds › HSBC HLDGS PLC NEW — 0.0% +0.0% 0.0 108 +108 1 —
☆UBER funds › UBER TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 142 +142 1 —
☆URI funds › UNITED RENTALS INC NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆DE funds › DEERE & CO NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆AGG funds › ISHARES TR NEW — 0.0% +0.0% 0.0 102 +102 1 —
☆PXH funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 361 +361 1 —
☆Q funds › QNITY ELECTRONICS INC NEW — 0.0% +0.0% 0.0 61 +61 1 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆OZK funds › BANK OZK LITTLE ROCK ARK NEW — 0.0% +0.0% 0.0 184 +184 1 —
☆PNQI funds › INVESCO EXCHANGE TRADED FD T NEW — 0.0% +0.0% 0.0 210 +210 1 —
☆OKTA funds › OKTA INC NEW — 0.0% +0.0% 0.0 70 +70 1 —
☆PICK funds › ISHARES INC NEW — 0.0% +0.0% 0.0 161 +161 1 —
☆UL funds › UNILEVER PLC NEW — 0.0% +0.0% 0.0 155 +155 1 —
☆SUSA funds › ISHARES TR NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆AX funds › AXOS FINANCIAL INC NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆ZS funds › ZSCALER INC NEW — 0.0% +0.0% 0.0 65 +65 1 —
☆AGM funds › FEDERAL AGRIC MTG CORP NEW — 0.0% +0.0% 0.0 46 +46 1 —
☆CI funds › THE CIGNA GROUP NEW — 0.0% +0.0% 0.0 33 +33 1 —
☆TTD funds › THE TRADE DESK INC NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆MSI funds › MOTOROLA SOLUTIONS INC NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆YUMC funds › YUM CHINA HLDGS INC NEW — 0.0% +0.0% 0.0 212 +212 1 —
☆DAL funds › DELTA AIR LINES INC NEW — 0.0% +0.0% 0.0 90 +90 1 —
☆LIN funds › LINDE PLC NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆QNT funds › QUANTINUUM INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆AZN funds › ASTRAZENECA PLC NEW — 0.0% +0.0% 0.0 42 +42 1 —
☆WM funds › WASTE MGMT INC DEL NEW — 0.0% +0.0% 0.0 34 +34 1 —
☆QS funds › QUANTUMSCAPE CORP NEW — 0.0% +0.0% 0.0 1,000 +1,000 1 —
☆GILD funds › GILEAD SCIENCES INC NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆CCL funds › CARNIVAL CORP LTD NEW — 0.0% +0.0% 0.0 255 +255 1 —
☆TKR funds › TIMKEN CO NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆MO funds › ALTRIA GROUP INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆IBN funds › ICICI BANK LIMITED NEW — 0.0% +0.0% 0.0 244 +244 1 —
☆MAS funds › MASCO CORP NEW — 0.0% +0.0% 0.0 87 +87 1 —
☆T funds › AT&T INC NEW — 0.0% +0.0% 0.0 341 +341 1 —
☆XRT funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 79 +79 1 —
☆SANM funds › SANMINA CORP NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆PGR funds › PROGRESSIVE CORP NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆GM funds › GENERAL MTRS CO NEW — 0.0% +0.0% 0.0 86 +86 1 —
☆FVD funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.0 135 +135 1 —
☆TWLO funds › TWILIO INC NEW — 0.0% +0.0% 0.0 31 +31 1 —
☆SBUX funds › STARBUCKS CORP NEW — 0.0% +0.0% 0.0 62 +62 1 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆CPRT funds › COPART INC NEW — 0.0% +0.0% 0.0 222 +222 1 —
☆IYT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 72 +72 1 —
☆MDLZ funds › MONDELEZ INTL INC NEW — 0.0% +0.0% 0.0 107 +107 1 —
☆OTIS funds › OTIS WORLDWIDE CORP NEW — 0.0% +0.0% 0.0 85 +85 1 —
☆KLAC funds › KLA CORP NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆VIV funds › TELEFONICA BRASIL SA NEW — 0.0% +0.0% 0.0 457 +457 1 —
☆FNDE funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 151 +151 1 —
☆NXT funds › NEXTPOWER INC NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆BKR funds › BAKER HUGHES COMPANY NEW — 0.0% +0.0% 0.0 106 +106 1 —
☆SHW funds › SHERWIN WILLIAMS CO NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆IWY funds › ISHARES TR NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆DYNF funds › BLACKROCK ETF TRUST NEW — 0.0% +0.0% 0.0 85 +85 1 —
☆OC funds › OWENS CORNING NEW NEW — 0.0% +0.0% 0.0 36 +36 1 —
☆CMI funds › CUMMINS INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆DOV funds › DOVER CORP NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆USRT funds › ISHARES TR NEW — 0.0% +0.0% 0.0 83 +83 1 —
☆RSST funds › TIDAL TRUST II NEW — 0.0% +0.0% 0.0 169 +169 1 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆NWL funds › NEWELL BRANDS INC NEW — 0.0% +0.0% 0.0 893 +893 1 —
☆PNR funds › PENTAIR PLC NEW — 0.0% +0.0% 0.0 69 +69 1 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 0.0% +0.0% 0.0 35 +35 1 —
☆ADSK funds › AUTODESK INC NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆SOUN funds › SOUNDHOUND AI INC NEW — 0.0% +0.0% 0.0 810 +810 1 —
☆RFDI funds › FIRST TR EXCH TRADED FD III NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆USB funds › US BANCORP NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆WF funds › WOORI FINL GROUP INC NEW — 0.0% +0.0% 0.0 87 +87 1 —
☆CDNS funds › CADENCE DESIGN SYSTEM INC NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆EWJ funds › ISHARES INC NEW — 0.0% +0.0% 0.0 52 +52 1 —
☆QDPL funds › PACER FDS TR NEW — 0.0% +0.0% 0.0 105 +105 1 —
☆IDEV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 53 +53 1 —
☆IHI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 95 +95 1 —
☆BAP funds › CREDICORP LTD NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆HIMX funds › HIMAX TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 300 +300 1 —
☆ODFL funds › OLD DOMINION FREIGHT LINE IN NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆NMR funds › NOMURA HLDGS INC NEW — 0.0% +0.0% 0.0 519 +519 1 —
☆PUK funds › PRUDENTIAL PLC NEW — 0.0% +0.0% 0.0 169 +169 1 —
☆WCN funds › WASTE CONNECTIONS INC NEW — 0.0% +0.0% 0.0 27 +27 1 —
☆AVEM funds › AMERICAN CENTY ETF TR NEW — 0.0% +0.0% 0.0 45 +45 1 —
☆CUSIP:67059N108 funds › NUTANIX INC NEW — 0.0% +0.0% 0.0 85 +85 1 —
☆SCI funds › SERVICE CORP INTL NEW — 0.0% +0.0% 0.0 57 +57 1 —
☆INTU funds › INTUIT NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆IWP funds › ISHARES TR NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆EQIX funds › EQUINIX INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆MCO funds › MOODYS CORP NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆ETSY funds › ETSY INC NEW — 0.0% +0.0% 0.0 54 +54 1 —
☆ITW funds › ILLINOIS TOOL WKS INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆KRE funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 54 +54 1 —
☆HUBS funds › HUBSPOT INC NEW — 0.0% +0.0% 0.0 22 +22 1 —
☆GVA funds › GRANITE CONSTR INC NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II NEW — 0.0% +0.0% 0.0 13 +13 1 —
☆NXPI funds › NXP SEMICONDUCTORS N V NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆FNDC funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 77 +77 1 —
☆AIG funds › AMERICAN INTL GROUP INC NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆EWBC funds › EAST WEST BANCORP INC NEW — 0.0% +0.0% 0.0 28 +28 1 —
☆EFV funds › ISHARES TR NEW — 0.0% +0.0% 0.0 47 +47 1 —
☆TFI funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 78 +78 1 —
☆SNPS funds › SYNOPSYS INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆FSLR funds › FIRST SOLAR INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆DD funds › DUPONT DE NEMOURS INC NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆TMUS funds › T-MOBILE US INC NEW — 0.0% +0.0% 0.0 21 +21 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆ORA funds › ORMAT TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆HIMS funds › HIMS & HERS HEALTH INC NEW — 0.0% +0.0% 0.0 100 +100 1 —
☆HFXI funds › NEW YORK LIFE INVESTMENTS ET NEW — 0.0% +0.0% 0.0 89 +89 1 —
☆ROBT funds › FIRST TR EXCHANGE TRADED FD NEW — 0.0% +0.0% 0.0 60 +60 1 —
☆BBD funds › BANCO BRADESCO S A NEW — 0.0% +0.0% 0.0 971 +971 1 —
☆IRM funds › IRON MTN INC DEL NEW — 0.0% +0.0% 0.0 26 +26 1 —
☆IWR funds › ISHARES TR NEW — 0.0% +0.0% 0.0 29 +29 1 —
☆AZO funds › AUTOZONE INC NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆DIA funds › STATE STR SPDR DOW JONES IND NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆EBAY funds › EBAY INC. NEW — 0.0% +0.0% 0.0 28 +28 1 —
☆LPL funds › LG DISPLAY CO LTD NEW — 0.0% +0.0% 0.0 803 +803 1 —
☆ESML funds › ISHARES TR NEW — 0.0% +0.0% 0.0 54 +54 1 —
☆SOLS funds › SOLSTICE ADVANCED MATLS INC NEW — 0.0% +0.0% 0.0 34 +34 1 —
☆ABT funds › ABBOTT LABORATORIES NEW — 0.0% +0.0% 0.0 33 +33 1 —
☆VRTX funds › VERTEX PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆HASI funds › HA SUSTAINABLE INFRA CAP INC NEW — 0.0% +0.0% 0.0 76 +76 1 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆IEI funds › ISHARES TR NEW — 0.0% +0.0% 0.0 24 +24 1 —
☆BSX funds › BOSTON SCIENTIFIC CORP NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆VIOO funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆PSQO funds › PALMER SQUARE FUNDS TR NEW — 0.0% +0.0% 0.0 132 +132 1 —
☆RELX funds › RELX PLC NEW — 0.0% +0.0% 0.0 84 +84 1 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆BCH funds › BANCO DE CHILE NEW — 0.0% +0.0% 0.0 66 +66 1 —
☆MRSH funds › MARSH & MCLENNAN COS INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆SPSB funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.0 81 +81 1 —
☆AEHR funds › AEHR TEST SYS NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆LNG funds › CHENIERE ENERGY INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ICSH funds › ISHARES TR NEW — 0.0% +0.0% 0.0 47 +47 1 —
☆BCPC funds › BALCHEM CORP NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆VRT funds › VERTIV HOLDINGS CO NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆AER funds › AERCAP HOLDINGS NV NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆BCS funds › BARCLAYS PLC NEW — 0.0% +0.0% 0.0 86 +86 1 —
☆WPC funds › WP CAREY INC NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆MMM funds › 3M CO NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆CEG funds › CONSTELLATION ENERGY CORP NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆LNC funds › LINCOLN NATL CORP IND NEW — 0.0% +0.0% 0.0 63 +63 1 —
☆HWM funds › HOWMET AEROSPACE INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆RODM funds › LATTICE STRATEGIES TR NEW — 0.0% +0.0% 0.0 53 +53 1 —
☆MFDX funds › PIMCO EQUITY SER NEW — 0.0% +0.0% 0.0 51 +51 1 —
☆HACK funds › AMPLIFY ETF TR NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆NWG funds › NATWEST GROUP PLC NEW — 0.0% +0.0% 0.0 117 +117 1 —
☆IVOG funds › VANGUARD ADMIRAL FDS INC NEW — 0.0% +0.0% 0.0 14 +14 1 —
☆FBND funds › FIDELITY MERRIMACK STR TR NEW — 0.0% +0.0% 0.0 45 +45 1 —
☆BNO funds › UNITED STS BRENT OIL FD LP NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆FIX funds › COMFORT SYS USA INC NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆PAYX funds › PAYCHEX INC NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆POOL funds › POOL CORP NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆UBS funds › UBS GROUP AG NEW — 0.0% +0.0% 0.0 39 +39 1 —
☆OMFL funds › INVESCO EXCH TRD SLF IDX FD NEW — 0.0% +0.0% 0.0 28 +28 1 —
☆IFRA funds › ISHARES TR NEW — 0.0% +0.0% 0.0 30 +30 1 —
☆NVS funds › NOVARTIS AG NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆USHY funds › ISHARES TR NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆SCHC funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.0 37 +37 1 —
☆DHR funds › DANAHER CORP DEL NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆QCOM funds › QUALCOMM INC NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆DDOG funds › DATADOG INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆E funds › ENI SPA NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆PLD funds › PROLOGIS INC. NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆TTE funds › TOTALENERGIES SE NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆NET funds › CLOUDFLARE INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆COIN funds › COINBASE GLOBAL INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆TD funds › TORONTO DOMINION BK ONT NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆MTB funds › M & T BK CORP NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆MFG funds › MIZUHO FINANCIAL GROUP INC NEW — 0.0% +0.0% 0.0 149 +149 1 —
☆BBDO funds › BANCO BRADESCO S A NEW — 0.0% +0.0% 0.0 471 +471 1 —
☆NGG funds › NATIONAL GRID PLC NEW — 0.0% +0.0% 0.0 17 +17 1 —
☆FANG funds › DIAMONDBACK ENERGY INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆MPWR funds › MONOLITHIC PWR SYS INC NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆ORLY funds › OREILLY AUTOMOTIVE INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆DHI funds › D R HORTON INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆DASH funds › DOORDASH INC NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆MTD funds › METTLER TOLEDO INTERNATIONAL NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆VST funds › VISTRA CORP NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆SYK funds › STRYKER CORPORATION NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆BTI funds › BRITISH AMERN TOB PLC NEW — 0.0% +0.0% 0.0 20 +20 1 —
☆HAUZ funds › DBX ETF TR NEW — 0.0% +0.0% 0.0 55 +55 1 —
☆SPGI funds › S&P GLOBAL INC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆HDB funds › HDFC BANK LTD NEW — 0.0% +0.0% 0.0 47 +47 1 —
☆SNA funds › SNAP ON INC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆ATO funds › ATMOS ENERGY CORP NEW — 0.0% +0.0% 0.0 7 +7 1 —
☆ALNY funds › ALNYLAM PHARMACEUTICALS INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆FCX funds › FREEPORT MCMORAN INC NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆ADI funds › ANALOG DEVICES INC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆TMFC funds › RBB FD INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆RIO funds › RIO TINTO PLC NEW — 0.0% +0.0% 0.0 12 +12 1 —
☆COR funds › CENCORA INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆ED funds › CONSOLIDATED EDISON INC NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆PHM funds › PULTE GROUP INC NEW — 0.0% +0.0% 0.0 8 +8 1 —
☆NTRA funds › NATERA INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆DLR funds › DIGITAL RLTY TR INC NEW — 0.0% +0.0% 0.0 6 +6 1 —
☆ING funds › ING GROEP N.V. NEW — 0.0% +0.0% 0.0 34 +34 1 —
☆ARMK funds › ARAMARK NEW — 0.0% +0.0% 0.0 18 +18 1 —
☆NOC funds › NORTHROP GRUMMAN CORP NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆COF funds › CAPITAL ONE FINL CORP NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆CVNA funds › CARVANA CO NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆CIEN funds › CIENA CORP NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.0% +0.0% 0.0 1 +1 1 —
☆TER funds › TERADYNE INC NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆AME funds › AMETEK INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆KIM funds › KIMCO REALTY CORP NEW — 0.0% +0.0% 0.0 38 +38 1 —
☆BABA funds › ALIBABA GROUP HLDG LTD NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆BURL funds › BURLINGTON STORES INC NEW — 0.0% +0.0% 0.0 3 +3 1 —
☆SCHW funds › SCHWAB CHARLES CORP NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆LYV funds › LIVE NATION ENTERTAINMENT IN NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆CSX funds › CSX CORP NEW — 0.0% +0.0% 0.0 19 +19 1 —
☆FITB funds › FIFTH THIRD BANCORP NEW — 0.0% +0.0% 0.0 16 +16 1 —
☆ULTA funds › ULTA BEAUTY INC NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆IR funds › INGERSOLL RAND INC NEW — 0.0% +0.0% 0.0 11 +11 1 —
☆MKSI funds › MKS INC. NEW — 0.0% +0.0% 0.0 2 +2 1 —
☆APH funds › AMPHENOL CORP NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆OKE funds › ONEOK INC NEW NEW — 0.0% +0.0% 0.0 10 +10 1 —
☆ON funds › ON SEMICONDUCTOR CORP NEW — 0.0% +0.0% 0.0 9 +9 1 —
☆NBIX funds › NEUROCRINE BIOSCIENCES INC NEW — 0.0% +0.0% 0.0 5 +5 1 —
☆JHX funds › JAMES HARDIE INDS PLC NEW — 0.0% +0.0% 0.0 32 +32 1 —
☆ROL funds › ROLLINS INC NEW — 0.0% +0.0% 0.0 20 +20 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 220 660 0.10 63% 0.054 0.483 — in
2026Q1 193 77 0.11 67% 0.056 0.477 — entered
2025Q4 162 68 0.00 68% 0.059 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