☆All Terrain Financial Advisors, LLC
Quality Q
0.348
AUM ($M)
476
Positions
106
Turnover
0.21
Top-10 wt
61%
Herfindahl
0.067
History (qtrs)
6
Excess Return
—
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Holdings · 113 positions · portfolio value $476M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IWM funds › | ISHARES TR | ADD | — | 16.8% | +6.5% | 79.8 | 265,529 | +132,360 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 15.5% | -3.7% | 73.7 | 98,649 | +3,995 | 5 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 5.5% | -3.3% | 26.4 | 119,715 | +0 | 5 | — |
| ☆EEM funds › | ISHARES TR | ADD | — | 5.3% | +3.5% | 25.3 | 369,473 | +265,414 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 4.1% | -1.2% | 19.3 | 66,655 | -203 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | TRIM | — | 3.5% | -1.1% | 16.5 | 31,539 | -59 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 2.6% | -0.2% | 12.6 | 17,102 | +1,390 | 5 | — |
| ☆EFA funds › | ISHARES TR | ADD | — | 2.6% | +0.3% | 12.2 | 117,231 | +43,333 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 2.4% | -0.4% | 11.5 | 57,534 | +5,752 | 5 | — |
| ☆FLTR funds › | VANECK ETF TRUST | ADD | — | 2.4% | +0.9% | 11.3 | 442,042 | +257,570 | 5 | — |
| ☆INTC funds › | INTEL CORP | TRIM | — | 2.3% | +0.7% | 10.8 | 77,323 | -37,020 | 5 | — |
| ☆TIP funds › | ISHARES TR | NEW | — | 2.0% | +2.0% | 9.4 | 86,243 | +86,243 | 1 | — |
| ☆BXSL funds › | BLACKSTONE SECD LENDING FD | NEW | — | 1.9% | +1.9% | 9.2 | 389,924 | +389,924 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.9% | -0.2% | 9.0 | 24,248 | +5,838 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | HOLD | — | 1.8% | -0.6% | 8.5 | 31,360 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 1.7% | -0.5% | 8.2 | 34,383 | -5 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 1.5% | -0.8% | 7.3 | 73,969 | -123 | 5 | — |
| ☆SECU funds › | BLACKROCK ETF TRUST II | NEW | — | 1.3% | +1.3% | 6.1 | 122,105 | +122,105 | 1 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | TRIM | — | 1.0% | -0.5% | 5.0 | 166,168 | -1,919 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | HOLD | — | 1.0% | +0.6% | 4.8 | 4,200 | +0 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 1.0% | +0.2% | 4.8 | 13,521 | +4,800 | 5 | — |
| ☆USB funds › | US BANCORP | TRIM | — | 0.9% | -0.3% | 4.5 | 74,102 | -380 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.7% | -0.4% | 3.5 | 36,682 | -59 | 5 | — |
| ☆SHY funds › | ISHARES TR | TRIM | — | 0.7% | -0.3% | 3.3 | 40,483 | -184 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | TRIM | — | 0.7% | -0.3% | 3.3 | 36,152 | -42 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | HOLD | — | 0.7% | +0.3% | 3.2 | 5,534 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.7% | +0.1% | 3.2 | 7,613 | +2,900 | 5 | — |
| ☆PRU funds › | PRUDENTIAL FINL INC | ADD | — | 0.6% | +0.1% | 3.1 | 28,526 | +9,463 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.6% | +0.1% | 2.8 | 5,552 | +2,000 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | HOLD | — | 0.6% | -0.4% | 2.8 | 35,276 | +0 | 4 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | TRIM | — | 0.6% | -0.2% | 2.8 | 3,918 | -74 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.6% | -0.4% | 2.6 | 19,548 | +10 | 5 | — |
| ☆SWK funds › | STANLEY BLACK & DECKER INC | TRIM | — | 0.5% | -0.2% | 2.6 | 27,180 | -3,885 | 4 | — |
| ☆KMB funds › | KIMBERLY-CLARK CORP | ADD | — | 0.5% | -0.2% | 2.4 | 22,215 | +14 | 5 | — |
| ☆D funds › | DOMINION ENERGY INC | TRIM | — | 0.5% | -0.2% | 2.4 | 35,566 | -186 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.5% | -0.1% | 2.4 | 9,550 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.5% | -0.1% | 2.2 | 5,339 | -898 | 5 | — |
| ☆CAG funds › | CONAGRA BRANDS INC | ADD | — | 0.5% | -0.3% | 2.2 | 163,266 | +190 | 5 | — |
| ☆TOTL funds › | SSGA ACTIVE ETF TR | TRIM | — | 0.5% | -0.2% | 2.2 | 54,832 | -222 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.4% | -0.2% | 2.1 | 5,665 | +4 | 5 | — |
| ☆MMM funds › | 3M CO | TRIM | — | 0.4% | -0.1% | 2.0 | 12,639 | -100 | 5 | — |
| ☆SLV funds › | ISHARES SILVER TR | ADD | — | 0.4% | +0.1% | 1.8 | 34,442 | +22,000 | 4 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.4% | +0.4% | 1.8 | 8,118 | +8,118 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | ADD | — | 0.4% | +0.1% | 1.8 | 4,878 | +2,699 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.4% | +0.4% | 1.8 | 8,118 | +8,118 | 1 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.4% | -0.4% | 1.7 | 81,865 | +51 | 5 | — |
| ☆META funds › | META PLATFORMS INC | HOLD | — | 0.3% | -0.2% | 1.6 | 2,829 | +0 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | HOLD | — | 0.3% | -0.2% | 1.6 | 3,899 | +0 | 5 | — |
| ☆TGT funds › | TARGET CORP | ADD | — | 0.3% | +0.2% | 1.5 | 11,776 | +9,700 | 4 | — |
| ☆MRK funds › | MERCK & CO INC | NEW | — | 0.3% | +0.3% | 1.5 | 11,900 | +11,900 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.3% | -0.3% | 1.5 | 9,136 | -59 | 4 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | TRIM | — | 0.3% | -0.2% | 1.4 | 40,916 | -567 | 5 | — |
| ☆ICLN funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 1.3 | 65,469 | +65,469 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.3% | -0.1% | 1.3 | 8,853 | +7 | 5 | — |
| ☆CLX funds › | CLOROX CO DEL | TRIM | — | 0.2% | -0.2% | 1.2 | 12,423 | -386 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.2% | +0.2% | 1.2 | 6,404 | +6,404 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | HOLD | — | 0.2% | -0.1% | 1.1 | 6,051 | +0 | 5 | — |
| ☆OXY funds › | OCCIDENTAL PETE CORP | NEW | — | 0.2% | +0.2% | 1.1 | 22,600 | +22,600 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | -0.1% | 1.0 | 2,862 | -100 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.0 | 7,318 | +0 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.2% | -0.1% | 1.0 | 6,601 | +601 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.1% | 0.9 | 2,531 | -170 | 5 | — |
| ☆NFLX funds › | NETFLIX INC | HOLD | — | 0.2% | -0.2% | 0.9 | 12,235 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.2% | -0.0% | 0.9 | 7,256 | -420 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | HOLD | — | 0.2% | -0.0% | 0.8 | 830 | +0 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 0.2% | -0.1% | 0.8 | 2,259 | +0 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.2% | +0.0% | 0.7 | 1,000 | +0 | 4 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.2% | -0.1% | 0.7 | 6,308 | -1,105 | 5 | — |
| ☆EQX funds › | EQUINOX GOLD CORP | ADD | — | 0.1% | -0.1% | 0.7 | 71,695 | +26,907 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.1% | -0.1% | 0.7 | 5,061 | -20 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.1% | -0.1% | 0.7 | 8,351 | -1,078 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.1% | -0.0% | 0.7 | 2,003 | +1 | 5 | — |
| ☆HIMS funds › | HIMS & HERS HEALTH INC | HOLD | — | 0.1% | +0.0% | 0.6 | 17,800 | +0 | 2 | — |
| ☆GSBD funds › | GOLDMAN SACHS BDC INC | NEW | — | 0.1% | +0.1% | 0.6 | 63,494 | +63,494 | 1 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 0.1% | -0.0% | 0.6 | 1,221 | +0 | 2 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | HOLD | — | 0.1% | -0.0% | 0.5 | 3,200 | +0 | 5 | — |
| ☆MELI funds › | MERCADOLIBRE INC | HOLD | — | 0.1% | -0.1% | 0.5 | 300 | +0 | 3 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | HOLD | — | 0.1% | -0.0% | 0.5 | 1,495 | +0 | 5 | — |
| ☆IJK funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.5 | 4,086 | +0 | 5 | — |
| ☆IJT funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 2,669 | -8 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.5 | 395 | +95 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | -0.0% | 0.5 | 8,429 | +1 | 5 | — |
| ☆C funds › | CITIGROUP INC | TRIM | — | 0.1% | -0.0% | 0.4 | 3,098 | -30 | 5 | — |
| ☆ETHA funds › | ISHARES ETHEREUM TR | ADD | — | 0.1% | -0.1% | 0.4 | 34,008 | +2,360 | 2 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | ADD | — | 0.1% | -0.1% | 0.4 | 3,371 | +34 | 5 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.1% | -0.0% | 0.4 | 4,476 | +0 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | -0.0% | 0.4 | 7,870 | +10 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.1% | +0.0% | 0.4 | 329 | +0 | 2 | — |
| ☆BX funds › | BLACKSTONE INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,869 | +0 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.1% | -0.0% | 0.3 | 1,727 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.1% | -0.0% | 0.3 | 5,700 | +400 | 5 | — |
| ☆BA funds › | BOEING CO | HOLD | — | 0.1% | -0.0% | 0.3 | 1,500 | +0 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 2,572 | +1,929 | 5 | — |
| ☆AMP funds › | AMERIPRISE FINL INC | HOLD | — | 0.1% | -0.0% | 0.3 | 623 | +0 | 5 | — |
| ☆SHOP funds › | SHOPIFY INC | HOLD | — | 0.1% | -0.0% | 0.3 | 2,305 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.1% | +0.1% | 0.2 | 320 | +320 | 1 | — |
| ☆SBUX funds › | STARBUCKS CORP | NEW | — | 0.0% | +0.0% | 0.2 | 2,208 | +2,208 | 1 | — |
| ☆SMH funds › | VANECK ETF TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 342 | +342 | 1 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | HOLD | — | 0.0% | -0.0% | 0.2 | 5,162 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 2,516 | +2,516 | 1 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.0% | -0.0% | 0.2 | 1,360 | -30 | 3 | — |
| ☆VHT funds › | VANGUARD WORLD FD | NEW | — | 0.0% | +0.0% | 0.2 | 700 | +700 | 1 | — |
| ☆V funds › | VISA INC | NEW | — | 0.0% | +0.0% | 0.2 | 584 | +584 | 1 | — |
| ☆URA funds › | GLOBAL X FDS | HOLD | — | 0.0% | -0.0% | 0.2 | 3,700 | +0 | 2 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.0% | +0.0% | 0.1 | 493 | +493 | 1 | — |
| ☆ZONE funds › | CLEANCORE SOLUTIONS INC | HOLD | — | 0.0% | +0.0% | 0.0 | 23,600 | +0 | 3 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -16,240 | 0 | — |
| ☆MP funds › | MP MATERIALS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,900 | 0 | — |
| ☆TTD funds › | THE TRADE DESK INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -16,700 | 0 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,061 | 0 | — |
| ☆GDX funds › | VANECK ETF TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,589 | 0 | — |
| ☆OKE funds › | ONEOK INC NEW | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,200 | 0 | — |
| ☆LW funds › | LAMB WESTON HLDGS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -11,200 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 476 | 106 | 0.21 | 61% | 0.067 | 0.347 | — | in |
| 2026Q1 | 321 | 96 | 0.05 | 61% | 0.067 | 0.633 | — | in |
| 2025Q4 | 326 | 97 | 0.05 | 61% | 0.067 | 0.586 | — | in |
| 2025Q3 | 310 | 94 | 0.07 | 61% | 0.068 | 0.554 | — | in |
| 2025Q2 | 276 | 86 | 0.05 | 64% | 0.073 | 0.643 | — | entered |
| 2025Q1 | 257 | 82 | 0.00 | 64% | 0.073 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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