☆M Holdings Securities, Inc.
Quality Q
0.030
AUM ($M)
731
Positions
148
Turnover
0.57
Top-10 wt
58%
Herfindahl
0.122
History (qtrs)
6
Excess Return
—
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Holdings · 297 positions · portfolio value $731M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF | ADD | — | 33.4% | +26.5% | 244.2 | 329,216 | +173,086 | 3 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 4.2% | +1.6% | 30.7 | 557,561 | -212,032 | 3 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 3.4% | +1.8% | 24.7 | 75,214 | -1,014 | 3 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 3.2% | +1.1% | 23.7 | 438,482 | -157,404 | 3 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 3.2% | +1.5% | 23.7 | 119,383 | -4,356 | 3 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 2.7% | +1.4% | 19.6 | 55,041 | -31 | 3 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | TRIM | — | 2.6% | +0.8% | 19.3 | 235,674 | -133,364 | 3 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | TRIM | — | 2.5% | +1.2% | 18.1 | 363,073 | -15,916 | 3 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.7% | +0.8% | 12.4 | 35,337 | -873 | 3 | — |
| ☆CUSIP:25434V625 funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.5% | +0.8% | 11.0 | 135,279 | -5,996 | 3 | — |
| ☆SOXL funds › | DIREXION SHARES ETF TRUST | TRIM | — | 1.5% | +1.1% | 10.7 | 45,553 | -6,097 | 3 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.3% | +0.5% | 9.6 | 231,062 | -70,858 | 3 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 1.3% | +0.5% | 9.4 | 68,370 | -4,797 | 3 | — |
| ☆GUNR funds › | FLEXSHARES TR | TRIM | — | 1.2% | +0.5% | 8.9 | 179,898 | -11,036 | 3 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 1.1% | +0.6% | 8.4 | 14,891 | +12 | 3 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 1.1% | +0.6% | 8.0 | 62,566 | +843 | 3 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 1.1% | +0.5% | 7.7 | 20,639 | -163 | 3 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 1.0% | +0.4% | 7.3 | 19,274 | -388 | 3 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.9% | +0.5% | 6.3 | 18,746 | -123 | 3 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.9% | -0.3% | 6.3 | 15,264 | -27,360 | 3 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.8% | +0.4% | 6.1 | 68,562 | -366 | 3 | — |
| ☆VAW funds › | VANGUARD WORLD FD | TRIM | — | 0.8% | +0.3% | 5.8 | 25,273 | -3,705 | 3 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.8% | +0.5% | 5.7 | 23,422 | +887 | 3 | — |
| ☆VDE funds › | VANGUARD WORLD FD | TRIM | — | 0.8% | +0.3% | 5.6 | 37,063 | -7,965 | 3 | — |
| ☆DFIS funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.8% | +0.5% | 5.5 | 157,890 | +47,109 | 3 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 0.7% | +0.2% | 5.2 | 57,187 | -22,016 | 3 | — |
| ☆DFAR funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.6% | +0.3% | 4.7 | 176,421 | -12,973 | 3 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.6% | +0.4% | 4.6 | 38,867 | -4,061 | 3 | — |
| ☆FENI funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.6% | +0.3% | 4.5 | 112,111 | +3,082 | 3 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.6% | -0.2% | 4.3 | 97,176 | -201,329 | 3 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.6% | +0.3% | 4.1 | 42,550 | +1,797 | 3 | — |
| ☆PSI funds › | INVESCO EXCHANGE TRADED FD | ADD | — | 0.5% | +0.4% | 4.0 | 22,944 | +1,409 | 3 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.5% | +0.2% | 3.9 | 97,309 | -8,168 | 3 | — |
| ☆PNFP funds › | PINNACLE FINL PARTNERS INC | TRIM | — | 0.5% | +0.2% | 3.9 | 40,533 | -13,623 | 2 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.5% | +0.3% | 3.9 | 47,078 | -4,670 | 3 | — |
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALU | ADD | — | 0.5% | +0.3% | 3.8 | 77,030 | +2,184 | 3 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.5% | +0.3% | 3.8 | 29,877 | +240 | 3 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | HOLD | — | 0.5% | +0.2% | 3.5 | 69,674 | +0 | 3 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED | ADD | — | 0.5% | +0.2% | 3.3 | 59,006 | +100 | 3 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.4% | -0.6% | 3.2 | 86,460 | -382,546 | 3 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.4% | +0.1% | 3.2 | 33,573 | -12,750 | 3 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 0.4% | +0.2% | 3.1 | 35,412 | +1,721 | 3 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED | ADD | — | 0.4% | +0.2% | 3.0 | 50,022 | +2,080 | 3 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.4% | +0.2% | 3.0 | 20,119 | +243 | 3 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.4% | +0.2% | 2.9 | 39,131 | +1,958 | 3 | — |
| ☆SLV funds › | ISHARES SILVER TR | TRIM | — | 0.4% | +0.1% | 2.9 | 54,367 | -1,029 | 3 | — |
| ☆GPIQ funds › | GOLDMAN SACHS ETF TR | ADD | — | 0.4% | +0.2% | 2.8 | 48,487 | +1,903 | 3 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.4% | +0.1% | 2.8 | 69,225 | -29,159 | 3 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 0.4% | +0.2% | 2.7 | 58,217 | +10,450 | 3 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.4% | +0.2% | 2.6 | 58,541 | +1,007 | 3 | — |
| ☆BKAG funds › | BNY MELLON ETF TRUST | ADD | — | 0.3% | +0.2% | 2.5 | 60,439 | +4,208 | 3 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | TRIM | — | 0.3% | +0.2% | 2.5 | 37,800 | -666 | 3 | — |
| ☆TEQI funds › | T ROWE PRICE EXCHANGE-TRADE | ADD | — | 0.3% | +0.2% | 2.5 | 50,222 | +362 | 3 | — |
| ☆GPIX funds › | GOLDMAN SACHS ETF TR | ADD | — | 0.3% | +0.2% | 2.5 | 45,223 | +1,672 | 3 | — |
| ☆DFLV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.3% | +0.1% | 2.4 | 59,989 | -35,293 | 3 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.3% | +0.1% | 2.3 | 102,856 | -5,587 | 3 | — |
| ☆JEMA funds › | J P MORGAN EXCHANGE TRADED | ADD | — | 0.3% | +0.2% | 2.3 | 35,835 | +568 | 3 | — |
| ☆AIQ funds › | GLOBAL X FDS | ADD | — | 0.3% | +0.2% | 2.2 | 34,944 | +1,013 | 3 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | +0.2% | 2.2 | 11,849 | +157 | 3 | — |
| ☆DFVX funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.3% | -0.0% | 2.2 | 26,427 | -41,491 | 3 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | ADD | — | 0.3% | +0.1% | 2.1 | 61,729 | +813 | 3 | — |
| ☆MO funds › | ALTRIA GROUP INC | TRIM | — | 0.3% | +0.2% | 2.1 | 28,336 | -357 | 3 | — |
| ☆ARKK funds › | ARK ETF TR | ADD | — | 0.3% | +0.1% | 2.1 | 26,227 | +249 | 3 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | ADD | — | 0.3% | +0.2% | 2.0 | 42,011 | +7,041 | 3 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.3% | +0.1% | 1.9 | 26,335 | +773 | 3 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 0.3% | +0.1% | 1.9 | 11,900 | +22 | 2 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.3% | +0.1% | 1.8 | 38,990 | -225 | 3 | — |
| ☆IGPT funds › | INVESCO EXCHANGE TRADED FD | ADD | — | 0.2% | +0.2% | 1.8 | 18,174 | +706 | 3 | — |
| ☆ENB funds › | ENBRIDGE INC | ADD | — | 0.2% | +0.1% | 1.8 | 31,728 | +672 | 3 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | -0.4% | 1.7 | 33,326 | -188,495 | 3 | — |
| ☆DBE funds › | INVESCO DB MULTI-SECTOR COM | HOLD | — | 0.2% | +0.1% | 1.7 | 56,530 | +0 | 3 | — |
| ☆USHY funds › | ISHARES TR | ADD | — | 0.2% | +0.1% | 1.6 | 44,280 | +3,384 | 3 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | ADD | — | 0.2% | +0.1% | 1.6 | 53,982 | +146 | 3 | — |
| ☆NHI funds › | NATIONAL HEALTH INVS INC | TRIM | — | 0.2% | -2.7% | 1.6 | 21,813 | -509,366 | 3 | — |
| ☆PHYL funds › | PGIM ETF TR | ADD | — | 0.2% | +0.1% | 1.5 | 43,708 | +2,295 | 3 | — |
| ☆QQQI funds › | NEOS ETF TRUST | ADD | — | 0.2% | +0.1% | 1.5 | 26,619 | +7,942 | 2 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.2% | +0.0% | 1.5 | 12,132 | -4,400 | 3 | — |
| ☆NOW funds › | SERVICENOW INC | ADD | — | 0.2% | +0.1% | 1.4 | 14,480 | +275 | 2 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | ADD | — | 0.2% | +0.1% | 1.4 | 27,748 | +2,562 | 3 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.2% | +0.1% | 1.4 | 11,815 | +276 | 2 | — |
| ☆EFAV funds › | ISHARES TR | TRIM | — | 0.2% | +0.1% | 1.3 | 15,220 | -1,354 | 3 | — |
| ☆ARKF funds › | ARK ETF TR | ADD | — | 0.2% | +0.1% | 1.3 | 32,458 | +1,499 | 3 | — |
| ☆CGGR funds › | CAPITAL GROUP GROWTH ETF | ADD | — | 0.2% | +0.1% | 1.3 | 27,437 | +153 | 3 | — |
| ☆BAI funds › | BLACKROCK ETF TRUST | TRIM | — | 0.2% | +0.1% | 1.2 | 24,543 | -1,786 | 3 | — |
| ☆CGUS funds › | CAPITAL GROUP CORE EQUITY E | TRIM | — | 0.2% | +0.1% | 1.2 | 26,869 | -64 | 3 | — |
| ☆COP funds › | CONOCOPHILLIPS | TRIM | — | 0.2% | +0.1% | 1.1 | 10,631 | -225 | 3 | — |
| ☆APA funds › | APA CORPORATION | ADD | — | 0.2% | +0.1% | 1.1 | 34,221 | +59 | 3 | — |
| ☆HELO funds › | J P MORGAN EXCHANGE TRADED | ADD | — | 0.2% | +0.1% | 1.1 | 16,611 | +624 | 3 | — |
| ☆MAGS funds › | LISTED FDS TR | TRIM | — | 0.2% | +0.1% | 1.1 | 17,273 | -190 | 3 | — |
| ☆BPRE funds › | BLUEROCK PVT REAL ESTATE FD | TRIM | — | 0.1% | +0.0% | 1.1 | 80,480 | -16,427 | 3 | — |
| ☆PYLD funds › | PIMCO ETF TR | TRIM | — | 0.1% | +0.1% | 1.1 | 39,820 | -1,256 | 3 | — |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.1% | +0.1% | 1.0 | 12,205 | -499 | 3 | — |
| ☆DVN funds › | DEVON ENERGY CORP NEW | TRIM | — | 0.1% | +0.1% | 1.0 | 23,026 | -430 | 3 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | ADD | — | 0.1% | +0.1% | 0.9 | 18,509 | +688 | 3 | — |
| ☆SNY funds › | SANOFI SA | NEW | — | 0.1% | +0.1% | 0.9 | 20,863 | +20,863 | 1 | — |
| ☆CUSIP:46137V217 funds › | INVESCO EXCHANGE TRADED FD | ADD | — | 0.1% | +0.1% | 0.9 | 14,099 | +318 | 3 | — |
| ☆THRO funds › | BLACKROCK ETF TRUST | TRIM | — | 0.1% | +0.0% | 0.9 | 20,543 | -6,142 | 3 | — |
| ☆PECO funds › | PHILLIPS EDISON & CO INC | ADD | — | 0.1% | +0.1% | 0.9 | 20,475 | +1 | 3 | — |
| ☆DIHP funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | +0.0% | 0.8 | 23,977 | -18,042 | 3 | — |
| ☆SDIV funds › | GLOBAL X FDS | ADD | — | 0.1% | +0.1% | 0.8 | 31,731 | +3,859 | 3 | — |
| ☆SPTI funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | +0.1% | 0.8 | 27,387 | -259 | 3 | — |
| ☆GOVT funds › | ISHARES TR | ADD | — | 0.1% | +0.1% | 0.8 | 34,167 | +5,716 | 2 | — |
| ☆SJNK funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.1% | 0.8 | 30,895 | +2,942 | 3 | — |
| ☆TCHP funds › | T ROWE PRICE EXCHANGE-TRADE | HOLD | — | 0.1% | +0.1% | 0.7 | 15,039 | +0 | 3 | — |
| ☆CAIE funds › | CALAMOS ETF TR | ADD | — | 0.1% | +0.1% | 0.7 | 26,388 | +11,570 | 2 | — |
| ☆IQLT funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.7 | 14,349 | +0 | 2 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | -0.3% | 0.7 | 10,097 | -93,077 | 3 | — |
| ☆KMI funds › | KINDER MORGAN INC DEL | ADD | — | 0.1% | +0.0% | 0.7 | 21,773 | +24 | 3 | — |
| ☆CORO funds › | BLACKROCK ETF TRUST | NEW | — | 0.1% | +0.1% | 0.7 | 18,368 | +18,368 | 1 | — |
| ☆FCX funds › | FREEPORT MCMORAN INC | NEW | — | 0.1% | +0.1% | 0.7 | 10,439 | +10,439 | 1 | — |
| ☆SPYI funds › | NEOS ETF TRUST | NEW | — | 0.1% | +0.1% | 0.7 | 12,458 | +12,458 | 1 | — |
| ☆BLCR funds › | BLACKROCK ETF TRUST | ADD | — | 0.1% | +0.0% | 0.7 | 13,158 | +1,017 | 2 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | +0.0% | 0.6 | 11,820 | -386 | 3 | — |
| ☆PYPL funds › | PAYPAL HLDGS INC | TRIM | — | 0.1% | +0.0% | 0.6 | 15,008 | -1,659 | 3 | — |
| ☆DEHP funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | +0.0% | 0.6 | 14,350 | -15,821 | 3 | — |
| ☆BUFR funds › | FIRST TR EXCHNG TRADED FD V | TRIM | — | 0.1% | +0.0% | 0.6 | 16,717 | -283 | 3 | — |
| ☆XTEN funds › | BONDBLOXX ETF TRUST | ADD | — | 0.1% | +0.0% | 0.6 | 13,383 | +108 | 3 | — |
| ☆SUSB funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 24,009 | +2,296 | 3 | — |
| ☆B funds › | BARRICK MNG CORP | ADD | — | 0.1% | +0.0% | 0.6 | 15,274 | +2,507 | 3 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.1% | +0.0% | 0.6 | 23,103 | +2,198 | 3 | — |
| ☆RQI funds › | COHEN & STEERS QUALITY INCO | ADD | — | 0.1% | +0.0% | 0.6 | 44,028 | +1,976 | 3 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED | TRIM | — | 0.1% | +0.0% | 0.5 | 10,577 | -950 | 3 | — |
| ☆CGGO funds › | CAPITAL GROUP GBL GROWTH EQ | ADD | — | 0.1% | +0.0% | 0.5 | 12,544 | +104 | 3 | — |
| ☆IDEF funds › | BLACKROCK ETF TRUST | ADD | — | 0.1% | +0.0% | 0.5 | 16,495 | +1,084 | 2 | — |
| ☆GMAY funds › | FIRST TR EXCHNG TRADED FD V | HOLD | — | 0.1% | +0.0% | 0.5 | 12,000 | +0 | 3 | — |
| ☆ISTB funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.5 | 10,550 | +10,550 | 1 | — |
| ☆TOTL funds › | SSGA ACTIVE ETF TR | ADD | — | 0.1% | +0.0% | 0.5 | 12,508 | +44 | 3 | — |
| ☆ARCC funds › | ARES CAPITAL CORP | ADD | — | 0.1% | +0.0% | 0.5 | 26,187 | +827 | 3 | — |
| ☆RF funds › | REGIONS FINANCIAL CORP NEW | TRIM | — | 0.1% | +0.0% | 0.5 | 16,050 | -8,339 | 3 | — |
| ☆DBA funds › | INVESCO DB MULTI-SECTOR COM | HOLD | — | 0.1% | +0.0% | 0.5 | 17,207 | +0 | 3 | — |
| ☆GSG funds › | ISHARES S&P GSCI COMMODITY- | HOLD | — | 0.1% | +0.0% | 0.4 | 13,845 | +0 | 3 | — |
| ☆IALT funds › | BLACKROCK ETF TRUST | NEW | — | 0.1% | +0.1% | 0.4 | 13,792 | +13,792 | 1 | — |
| ☆ETH funds › | GRAYSCALE ETHEREUM STAKING | ADD | — | 0.1% | +0.0% | 0.4 | 24,567 | +2,276 | 3 | — |
| ☆NZF funds › | NUVEEN MUN CR INCOME FD | TRIM | — | 0.0% | +0.0% | 0.4 | 27,700 | -3,924 | 3 | — |
| ☆PFS funds › | PROVIDENT FINL SVCS INC | HOLD | — | 0.0% | +0.0% | 0.3 | 14,080 | +0 | 3 | — |
| ☆ETY funds › | EATON VANCE TAX-MANAGED DIV | TRIM | — | 0.0% | +0.0% | 0.3 | 21,481 | -4,125 | 3 | — |
| ☆KD funds › | KYNDRYL HLDGS INC | TRIM | — | 0.0% | +0.0% | 0.3 | 26,871 | -167 | 3 | — |
| ☆AG funds › | FIRST MAJESTIC SILVER CORP | ADD | — | 0.0% | +0.0% | 0.3 | 16,960 | +515 | 3 | — |
| ☆KGEI funds › | KOLIBRI GLOBAL ENERGY INC | HOLD | — | 0.0% | +0.0% | 0.3 | 58,927 | +0 | 2 | — |
| ☆DBB funds › | INVESCO DB MULTI-SECTOR COM | HOLD | — | 0.0% | +0.0% | 0.3 | 10,595 | +0 | 3 | — |
| ☆EXG funds › | EATON VANCE TAX-MANAGED GLO | ADD | — | 0.0% | +0.0% | 0.3 | 27,222 | +40 | 3 | — |
| ☆NFJ funds › | VIRTUS DIVIDEND INTEREST & | ADD | — | 0.0% | +0.0% | 0.3 | 16,988 | +783 | 3 | — |
| ☆JPC funds › | NUVEEN PFD & INCOME OPPORTU | ADD | — | 0.0% | +0.0% | 0.2 | 31,161 | +3,231 | 3 | — |
| ☆BKLN funds › | INVESCO EXCH TRADED FD TR I | ADD | — | 0.0% | +0.0% | 0.2 | 11,979 | +1,074 | 3 | — |
| ☆CARY funds › | ANGEL OAK FUNDS TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 11,484 | +11,484 | 1 | — |
| ☆VOD funds › | VODAFONE GROUP PLC | TRIM | — | 0.0% | +0.0% | 0.2 | 16,241 | -1,841 | 3 | — |
| ☆SMB funds › | VANECK ETF TRUST | HOLD | — | 0.0% | +0.0% | 0.2 | 11,854 | +0 | 3 | — |
| ☆JFR funds › | NUVEEN FLOATING RATE INCOME | NEW | — | 0.0% | +0.0% | 0.2 | 26,139 | +26,139 | 1 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -26,242 | 0 | — |
| ☆GSK funds › | GSK PLC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,261 | 0 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -15,225 | 0 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX | EXIT | — | 0.0% | -5.0% | 0.0 | 0 | -896,343 | 0 | — |
| ☆DIS funds › | DISNEY WALT CO | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -21,574 | 0 | — |
| ☆ACWV funds › | ISHARES INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -37,587 | 0 | — |
| ☆HD funds › | HOME DEPOT INC | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -26,383 | 0 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -15,236 | 0 | — |
| ☆O funds › | REALTY INCOME CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -17,516 | 0 | — |
| ☆DE funds › | DEERE & CO | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -11,371 | 0 | — |
| ☆CSX funds › | CSX CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -42,714 | 0 | — |
| ☆MUB funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,780 | 0 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,081 | 0 | — |
| ☆OXY funds › | OCCIDENTAL PETE CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -11,837 | 0 | — |
| ☆WEA funds › | WESTERN ASSET PREMIER BD FD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -24,493 | 0 | — |
| ☆C funds › | CITIGROUP INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -16,452 | 0 | — |
| ☆EFG funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,026 | 0 | — |
| ☆LWLG funds › | LIGHTWAVE LOGIC INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -39,863 | 0 | — |
| ☆EBAY funds › | EBAY INC. | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -16,846 | 0 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -130,159 | 0 | — |
| ☆IAGG funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -12,258 | 0 | — |
| ☆CINF funds › | CINCINNATI FINL CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -17,206 | 0 | — |
| ☆GE funds › | GE AEROSPACE | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -21,612 | 0 | — |
| ☆SHEL funds › | SHELL PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -13,091 | 0 | — |
| ☆EFA funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,392 | 0 | — |
| ☆IVV funds › | ISHARES TR | EXIT | — | 0.0% | -4.4% | 0.0 | 0 | -97,699 | 0 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,300 | 0 | — |
| ☆LVHI funds › | LEGG MASON ETF INVT | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,631 | 0 | — |
| ☆FSK funds › | FS KKR CAP CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -43,915 | 0 | — |
| ☆BP funds › | BP PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -25,562 | 0 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -40,677 | 0 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,459 | 0 | — |
| ☆IUSV funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,233 | 0 | — |
| ☆KHC funds › | KRAFT HEINZ CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -51,728 | 0 | — |
| ☆FBK funds › | FB FINL CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -17,491 | 0 | — |
| ☆RSG funds › | REPUBLIC SVCS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -14,422 | 0 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,241 | 0 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,201 | 0 | — |
| ☆SO funds › | SOUTHERN CO | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -24,753 | 0 | — |
| ☆SUSA funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,220 | 0 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -73,573 | 0 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -42,395 | 0 | — |
| ☆BAC funds › | BANK AMERICA CORP | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -128,884 | 0 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -38,052 | 0 | — |
| ☆NEM funds › | NEWMONT CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -35,996 | 0 | — |
| ☆PINS funds › | PINTEREST INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -21,602 | 0 | — |
| ☆RPM funds › | RPM INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,225 | 0 | — |
| ☆SBUX funds › | STARBUCKS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,622 | 0 | — |
| ☆TLT funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,074 | 0 | — |
| ☆DGRW funds › | WISDOMTREE TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -18,815 | 0 | — |
| ☆IAU funds › | ISHARES GOLD TR | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -49,018 | 0 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -18,937 | 0 | — |
| ☆ACIC funds › | AMERICAN COASTAL INS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -83,186 | 0 | — |
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,351 | 0 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -17,519 | 0 | — |
| ☆F funds › | FORD MTR CO | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -52,231 | 0 | — |
| ☆KO funds › | COCA COLA CO | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -56,720 | 0 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -28,883 | 0 | — |
| ☆ALCO funds › | ALICO INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -11,782 | 0 | — |
| ☆MCD funds › | MCDONALDS CORP | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -19,240 | 0 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,296 | 0 | — |
| ☆QGRO funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -18,361 | 0 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -11,611 | 0 | — |
| ☆RTX funds › | RTX CORPORATION | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -13,959 | 0 | — |
| ☆WBD funds › | WARNER BROS DISCOVERY INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,033 | 0 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -29,140 | 0 | — |
| ☆VB funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -13,060 | 0 | — |
| ☆HBAN funds › | HUNTINGTON BANCSHARES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -27,838 | 0 | — |
| ☆OUNZ funds › | VANECK MERK GOLD ETF | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -13,402 | 0 | — |
| ☆WFC funds › | WELLS FARGO & CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,541 | 0 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACH | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -27,576 | 0 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -15,965 | 0 | — |
| ☆IEF funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -19,589 | 0 | — |
| ☆AMZN funds › | AMAZON COM INC | EXIT | — | 0.0% | -1.5% | 0.0 | 0 | -90,649 | 0 | — |
| ☆USB funds › | US BANCORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -15,430 | 0 | — |
| ☆FFSM funds › | FIDELITY COVINGTON TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -49,830 | 0 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -31,716 | 0 | — |
| ☆CVS funds › | CVS HEALTH CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,968 | 0 | — |
| ☆MS funds › | MORGAN STANLEY | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,414 | 0 | — |
| ☆VO funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -23,313 | 0 | — |
| ☆GMAR funds › | FIRST TR EXCHNG TRADED FD V | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,000 | 0 | — |
| ☆SBRA funds › | SABRA HEALTH CARE REIT INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -20,039 | 0 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -10,043 | 0 | — |
| ☆DSL funds › | DOUBLELINE INCOME SOLUTIONS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -208,145 | 0 | — |
| ☆EMQQ funds › | EXCHANGE TRADED CONCEPTS TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -30,995 | 0 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -13,993 | 0 | — |
| ☆AGG funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,538 | 0 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -47,562 | 0 | — |
| ☆EFV funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -34,281 | 0 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -47,709 | 0 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -83,665 | 0 | — |
| ☆FFC funds › | FLAHERTY & CRUMRIN PFD & IN | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,457 | 0 | — |
| ☆QQQ funds › | INVESCO QQQ TR | EXIT | — | 0.0% | -1.9% | 0.0 | 0 | -43,239 | 0 | — |
| ☆IJH funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -25,491 | 0 | — |
| ☆QUAL funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -13,445 | 0 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,202 | 0 | — |
| ☆TEVA funds › | TEVA PHARMACEUTICAL INDS LT | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -15,925 | 0 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -37,936 | 0 | — |
| ☆FSSL funds › | FS SPECIALTY LENDING FD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -17,771 | 0 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -33,995 | 0 | — |
| ☆HMC funds › | HONDA MOTOR CO LTD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -14,205 | 0 | — |
| ☆FITB funds › | FIFTH THIRD BANCORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -17,274 | 0 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -11,263 | 0 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,265 | 0 | — |
| ☆IVE funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -15,000 | 0 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -99,811 | 0 | — |
| ☆FDVV funds › | FIDELITY COVINGTON TRUST | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,699 | 0 | — |
| ☆HL funds › | HECLA MINING COMPANY | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -11,933 | 0 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -21,326 | 0 | — |
| ☆CUSIP:02072Q853 funds › | EA SERIES TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -66,518 | 0 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -24,644 | 0 | — |
| ☆CUSIP:02072Q358 funds › | EA SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -30,463 | 0 | — |
| ☆NHC funds › | NATIONAL HEALTHCARE CORP | EXIT | — | 0.0% | -5.0% | 0.0 | 0 | -462,411 | 0 | — |
| ☆QXO funds › | QXO INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -15,000 | 0 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,843 | 0 | — |
| ☆CUSIP:46137V597 funds › | INVESCO EXCHANGE TRADED FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -22,425 | 0 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,841 | 0 | — |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -17,482 | 0 | — |
| ☆IUSG funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,621 | 0 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -16,867 | 0 | — |
| ☆IGSB funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -57,197 | 0 | — |
| ☆SSB funds › | SOUTHSTATE BK CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -22,621 | 0 | — |
| ☆WMT funds › | WALMART INC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -61,109 | 0 | — |
| ☆LQD funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -13,003 | 0 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -31,077 | 0 | — |
| ☆DES funds › | WISDOMTREE TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -15,049 | 0 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -32,428 | 0 | — |
| ☆BRO funds › | BROWN & BROWN INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -31,307 | 0 | — |
| ☆LNC funds › | LINCOLN NATL CORP IND | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -56,076 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -101,348 | 0 | — |
| ☆FELC funds › | FIDELITY COVINGTON TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -89,455 | 0 | — |
| ☆FIVN funds › | FIVE9 INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,610 | 0 | — |
| ☆AFG funds › | AMERICAN FINANCIAL GROUP IN | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -14,942 | 0 | — |
| ☆IVW funds › | ISHARES TR | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -30,539 | 0 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -13,066 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -41,319 | 0 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -59,061 | 0 | — |
| ☆PRU funds › | PRUDENTIAL FINL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,946 | 0 | — |
| ☆INTC funds › | INTEL CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -27,246 | 0 | — |
| ☆PRF funds › | INVESCO EXCHANGE TRADED FD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -13,449 | 0 | — |
| ☆VFQY funds › | VANGUARD WELLINGTON FD | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -14,052 | 0 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -35,606 | 0 | — |
| ☆AAPL funds › | APPLE INC | EXIT | — | 0.0% | -7.9% | 0.0 | 0 | -434,012 | 0 | — |
| ☆FBCG funds › | FIDELITY COVINGTON TRUST | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -73,177 | 0 | — |
| ☆MSFT funds › | MICROSOFT CORP | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -51,782 | 0 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,079 | 0 | — |
| ☆SWAN funds › | AMPLIFY ETF TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -18,620 | 0 | — |
| ☆IWM funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -12,486 | 0 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -12,081 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 731 | 148 | 0.57 | 58% | 0.122 | 0.030 | — | in |
| 2026Q1 | 1,479 | 289 | 0.10 | 41% | 0.024 | 0.580 | — | in |
| 2025Q4 | 1,396 | 296 | 0.54 | 42% | 0.027 | 0.025 | — | entered |
| 2025Q3 | 473 | 87 | 0.76 | 68% | 0.086 | 0.000 | — | left |
| 2025Q2 | 583 | 157 | 0.47 | 44% | 0.042 | 0.038 | — | entered |
| 2025Q1 | 601 | 140 | 0.00 | 50% | 0.054 | 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