DATA UPDATED
xx/xx/xx
DELTA-V
US Equities indicator
LONG TERM
NONE
GALACTIC SHIELD
COMBINED US + INTERNATIONAL EQUITIES
MEDIUM TERM
NONE
STARpath
US Equities indicator
SHORT TERM
NONE
starflux
original indicator
SHORT TERM
NONE
ASTROTREND
GOLD indicator
SHORT TERM
NONE
CALENDAR EFFECTS
US Equities indicator
SEASONAL
None
Views
UPGRADE ACCOUNT
ADVISOR HQ
Indicators & RANKINGS
Portfolio Toolkit
SPL MODEL DETAIL
FUND RANKINGS
ETF RANKINGS
Model Detail PDF
Market Snapshot
Indicators
DELTA-V CHARTS
Breakaway Stocks
marketing
MISSION NEWSLETTER
CONSTELLATION BUILDER
COMMUNITY FORUM
STARSHIP LOGIN (ORION)
ADMIN PANEL
SPL INTRANET

KMI Screening on Individual Stocks and ETFs

KINGDOM MINDSET INVESTING SCREEN DETAIL
Sherman Portfolios uses a company called Kingdom Mindset Investing™ (KMI) employees a "Primary Mission" screen for our stocks, companies, and ETFs. The screen includes an initial filter via the BRI Institute to flag for the 3 possible elimination categories. These categories are:
‍
- Abortion Manufacturing
- Pornography Production
- Gambling

For any stock or ETF that triggers one of the above flags, the KMI review committee manually reviews and applies the "Primary Mission" screen. KMI defines this as making a judgment to determine if the primary mission for the stock or ETF existing is to be an abortion manufacturer, pornography producer, or gambling facility. If the primary mission is one of those categories, the stock or ETF is removed from all Sherman Portfolios use; if the primary mission is not one of these categories, the flag is removed and the stock or ETF remains in the SPL lineup.
Those stocks or ETFs with the yellow warning sign (⚠️) were flagged for elimination by initial BRI screening. However, the flag was removed and the stock or ETF remained in the final list, since KMIs belief is that the primary mission for that company is not abortion manufacturing, pornography production, or gambling.
Those stocks or ETFs with the red X (❌) were flagged for elimination by initial BRI screening, and the flag was verified for removal since KMIs belief is that the primary mission for that company is abortion manufacturing, pornography production, or gambling.
Below is the list of stocks, ETFs, and models that were flagged by BRI Institute and analyzed by KMI.
Jump to...
UNFILTERED STOCK LISTS
UNFILTERED ETF LIST
AFFECTED MODELS
UNFILTERED STOCK LISTS
LIST FOR SEPTEMBER 2025 | UPDATED AUGUST 31, 2025
TOP 50 STOCKS — RUSSELL 1000
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
‍
MP Materials Corp Class A  (MP)
Robinhood Markets Inc Class A  (HOOD)
Rocket Lab USA Inc Class A  (RKLB)
Roblox Corp Class A  (RBLX) ⚠️
Palantir Technologies Inc Class A  (PLTR)
GE Vernova Inc  (GEV)
SoFi Technologies Inc  (SOFI)
Astera Labs Inc  (ALAB)
Cloudflare Inc Class A  (NET) ⚠️
Celsius Holdings Inc  (CELH)
Talen Energy Corp  (TLN)
Unity Software Inc  (U)
Tapestry Inc  (TPR)
Western Digital Corp  (WDC)
Carvana Co Class A  (CVNA)
Royal Caribbean Cruises Ltd  (RCL) ⚠️
Oracle Corp  (ORCL) ⚠️
Amphenol Corp Class A  (APH)
Alnylam Pharmaceuticals Inc  (ALNY)
Coinbase Global Inc Class A  (COIN)
Broadcom Inc  (AVGO)
Reddit Inc Class A  (RDDT)
Newmont Corporation  (NEM)
Vistra Corp  (VST)
Interactive Brokers Group Inc Class A  (IBKR)
GE Aerospace  (GE)
DoorDash Inc Class A  (DASH)
NVIDIA Corp  (NVDA)
Advanced Micro Devices Inc  (AMD)
Boeing Co  (BA)
eBay Inc  (EBAY) ⚠️
Applovin Corp Class A  (APP) ⚠️
Citigroup Inc  (C)
Carnival Corp  (CCL) ⚠️
Affirm Holdings Inc Class A  (AFRM)
Snowflake Inc Class A  (SNOW)
Lam Research Corp  (LRCX)
Spotify Technology SA  (SPOT) ⚠️
Axon Enterprise Inc  (AXON)
KLA Corp  (KLAC)
Johnson Controls International PLC  (JCI)
Netflix Inc  (NFLX)
Goldman Sachs Group Inc  (GS)
Warner Bros Discovery Inc Series A  (WBD) ⚠️
Arista Networks Inc  (ANET)
Constellation Energy Corp  (CEG)
Vertiv Holdings Co Class A  (VRT)
Uber Technologies Inc  (UBER)
RTX Corp  (RTX)
Charles Schwab Corp  (SCHW)
TOP 50 STOCKS — S&P 500
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
Palantir Technologies Inc Class A (PLTR)
GE Vernova Inc (GEV)
Seagate Technology Holdings PLC (STX)
Tapestry Inc (TPR)
Western Digital Corp (WDC)
Dollar Tree Inc (DLTR)
Jabil Inc (JBL)
Royal Caribbean Cruises Ltd (RCL) ⚠️
Oracle Corp (ORCL) ⚠️
Amphenol Corp Class A (APH)
Broadcom Inc (AVGO)
NRG Energy Inc (NRG)
Howmet Aerospace Inc (HWM)
Newmont Corporation (NEM)
Vistra Corp (VST)
GE Aerospace (GE)
NVIDIA Corp (NVDA)
Dollar General Corp (DG)
Advanced Micro Devices Inc (AMD)
Boeing Co (BA)
eBay Inc (EBAY) ⚠️
TE Connectivity PLC (TEL)
Super Micro Computer Inc (SMCI)
Citigroup Inc (C)
Carnival Corp (CCL) ⚠️
IDEXX Laboratories Inc (IDXX)
Lam Research Corp (LRCX)
Ulta Beauty Inc (ULTA)
Axon Enterprise Inc (AXON)
Corning Inc (GLW)
KLA Corp (KLAC)
Johnson Controls International PLC (JCI)
Netflix Inc (NFLX)
Goldman Sachs Group Inc (GS)
Warner Bros Discovery Inc Series A (WBD) ⚠️
Huntington Ingalls Industries Inc (HII)
Arista Networks Inc (ANET)
Hasbro Inc (HAS)
Northern Trust Corp (NTRS)
Quanta Services Inc (PWR)
Invesco Ltd (IVZ)
Ralph Lauren Corp Class A (RL)
Estee Lauder Companies Inc Class A (EL)
Franklin Resources Inc (BEN)
Mosaic Co (MOS)
Constellation Energy Corp (CEG)
Rockwell Automation Inc (ROK)
Bank of New York Mellon Corp (BK)
Uber Technologies Inc (UBER)
RTX Corp (RTX)
UNFILTERED ETF LIST
LIST AS OF NOV 29, 2024
ETFs used in SPL models - no current exclusions
1.
iShares U.S.  Technology ETF (IYW) ⚠️
2.
Invesco QQQ Trust (QQQ) ⚠️
3.
iShares S&P 500 Growth ETF (IVW) ⚠️
4.
SPDR S&P 500 ETF Trust (SPY) ⚠️
5.
iShares U.S. Consumer Services ETF (IYC) ⚠️
6.
iShares U.S. Financials ETF (IYF)
7.
iShares S&P 500 Value ETF (IVE) ⚠️
8.
SPDR Dow Jones Industrial Average ETF Trust (DIA) ⚠️
9.
iShares U.S. Industrials ETF (IYJ)
10.
iShares S&P Mid-Cap 400 Growth ETF (IJK) ⚠️
11.
iShares MSCI EAFE ETF (EFA) ⚠️
12.
SPDR S&P MidCap 400 ETF Trust (MDY) ⚠️
13.
iShares S&P Small-Cap 600 Growth ETF (IJT) ⚠️
14.
iShares MSCI Emerging Markets ETF (EEM) ⚠️
15.
iShares Russell 3000 ETF (IWV) ⚠️
16.
iShares S&P Mid-Cap 400 Value ETF (IJJ) ⚠️
17.
iShares U.S. Basic Materials ETF (IYM)
18.
iShares U.S. Real Estate ETF (IYR) ⚠️
19.
iShares Russell 2000 ETF (IWM) ⚠️
20.
iShares U.S. Healthcare ETF (IYH) ⚠️
21.
iShares S&P Small-Cap 600 Value ETF (IJS) ⚠️
21.
iShares U.S. Telecommunications ETF (IYZ) ⚠️
22.
iShares U.S. Utilities ETF (IDU)
23.
iShares U.S. Consumer Goods ETF (IYK) ⚠️
24.
iShares U.S. Energy ETF (IYE)
25.
iShares iBoxx $ High Yield Corporate Bond ETF (HYG) ⚠️
26.
iShares Floating Rate Bond ETF (FLOT) ⚠️
27.
PIMCO Enhanced Short Maturity Active ETF (MINT) ⚠️
28.
Invesco Emerging Markets Sovereign Debt ETF (PCY)
29.
iShares 1-3 Year Treasury Bond ETF (SHY)
30.
iShares National Muni Bond ETF - MUB
31.
SPDR Bloomberg Convertible Securities ETF (CWB) ⚠️
32.
Invesco Preferred ETF (PGX) ⚠️
33.
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) ⚠️
34.
VanEck High Yield Muni ETF (HYD)
35.
iShares TIPS Bond ETF (TIP)
36.
iShares Core U.S. Aggregate Bond ETF (AGG) ⚠️
37.
iShares MBS ETF (MBB)
38.
SPDR Bloomberg International Treasury Bond ETF (BWX)
39.
iShares 7-10 Year Treasury Bond ETF (IEF)
40.
SPDR Bloomberg 1-3 Month T-Bill ETF (BIL)
41.
iShares 20+ Year Treasury Bond ETF (TLT)
AFFECTED SPL MODELS
LIST AS OF NOV 29, 2024
Models affected by KMI screening - no current impacts
1.
Harmony (inc. 1, 2, 3, & 4)
2.
Star Min/Max
3.
DELTA-V (inc. w/STARPATH)
4.
Buy/Replace (inc. w/STARPATH)
5.
DELTA-V+CALENDAR (inc. w/STARPATH)
6.
Calendar Effects
7.
Sector Rotation One
8.
Sector Rotation Two
9.
Long/Cash (inc. SR2 option)
10.
Long/Short (inc. SR2 option)
11.
Multi-Sector Bond
12.
Optimum Bond
13.
Risk-Managed Gold (inc. all variants)
14.
Risk-Managed Energy (inc. all variants)