☆Paulson Wealth Management Inc.
Quality Q
0.693
AUM ($M)
471
Positions
146
Turnover
0.07
Top-10 wt
66%
Herfindahl
0.064
History (qtrs)
6
Excess Return
—
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Holdings · 148 positions · portfolio value $471M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IWF funds › | ISHARES TR | ADD | — | 14.7% | +0.6% | 69.5 | 559,400 | +417,947 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 13.0% | -0.7% | 61.5 | 253,476 | -20,070 | 5 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 8.8% | +0.1% | 41.3 | 137,497 | -10,869 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 7.8% | -0.7% | 36.6 | 352,626 | -17,984 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 5.9% | +0.2% | 27.6 | 95,476 | +155 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 4.1% | -0.3% | 19.4 | 244,887 | +10,336 | 5 | — |
| ☆IEI funds › | ISHARES TR | ADD | — | 3.1% | -0.1% | 14.5 | 123,856 | +9,309 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 2.9% | +0.1% | 13.6 | 18,155 | -106 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 2.9% | +0.2% | 13.5 | 189,259 | +11,374 | 5 | — |
| ☆IGSB funds › | ISHARES TR | NEW | — | 2.8% | +2.8% | 13.2 | 252,024 | +252,024 | 1 | — |
| ☆CWB funds › | SPDR SERIES TRUST | TRIM | — | 2.3% | +0.1% | 10.7 | 99,629 | -703 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | ADD | — | 2.1% | +0.3% | 9.8 | 13,887 | +1,422 | 5 | — |
| ☆SPSM funds › | SPDR SERIES TRUST | ADD | — | 1.9% | +0.3% | 9.0 | 156,527 | +14,279 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 1.8% | +0.4% | 8.7 | 40,960 | +9,382 | 5 | — |
| ☆PFF funds › | ISHARES TR | ADD | — | 1.3% | -0.1% | 6.0 | 196,400 | +6,330 | 4 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 1.2% | +0.1% | 5.5 | 7,435 | -221 | 5 | — |
| ☆INMU funds › | BLACKROCK ETF TRUST II | TRIM | — | 1.2% | -0.1% | 5.5 | 225,374 | -3,990 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.0% | +0.0% | 4.5 | 153,028 | -3,448 | 5 | — |
| ☆SHM funds › | SPDR SERIES TRUST | TRIM | — | 0.9% | -0.2% | 4.3 | 90,179 | -11,838 | 5 | — |
| ☆MINO funds › | PIMCO ETF TR | TRIM | — | 0.9% | -0.1% | 4.1 | 90,065 | -2,354 | 5 | — |
| ☆MUNI funds › | PIMCO ETF TR | TRIM | — | 0.7% | -0.1% | 3.4 | 64,164 | -4,488 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.6% | +0.0% | 3.0 | 4,028 | -94 | 5 | — |
| ☆MINT funds › | PIMCO ETF TR | TRIM | — | 0.6% | -0.1% | 2.9 | 28,699 | -2,342 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.5% | +0.0% | 2.6 | 7,845 | +42 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.4% | -0.0% | 2.1 | 5,664 | +13 | 5 | — |
| ☆LAZ funds › | LAZARD INC | HOLD | — | 0.4% | -0.1% | 2.0 | 48,762 | +0 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | TRIM | — | 0.4% | +0.0% | 2.0 | 3,766 | -5 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.4% | +0.0% | 1.9 | 5,231 | -66 | 5 | — |
| ☆BSMR funds › | INVESCO EXCH TRD SLF IDX FD | TRIM | — | 0.4% | -0.0% | 1.8 | 77,726 | -785 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.4% | +0.0% | 1.8 | 4,705 | +62 | 5 | — |
| ☆BSMQ funds › | INVESCO EXCH TRD SLF IDX FD | TRIM | — | 0.4% | -0.0% | 1.7 | 71,908 | -1,729 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.4% | +0.0% | 1.7 | 8,437 | +2 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.3% | +0.1% | 1.6 | 13,496 | +160 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.3% | +0.1% | 1.6 | 5,240 | -30 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.3% | +0.0% | 1.6 | 4,347 | +9 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.3% | +0.1% | 1.6 | 1,458 | +6 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | +0.0% | 1.5 | 5,046 | -4 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.3% | +0.0% | 1.4 | 4,130 | +73 | 5 | — |
| ☆BSMS funds › | INVESCO EXCH TRD SLF IDX FD | TRIM | — | 0.3% | -0.0% | 1.4 | 58,752 | -951 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.3% | -0.0% | 1.4 | 5,320 | +115 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.3% | +0.0% | 1.3 | 1,118 | +22 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | ADD | — | 0.3% | +0.0% | 1.3 | 36,991 | +11 | 5 | — |
| ☆BSMT funds › | INVESCO EXCH TRD SLF IDX FD | TRIM | — | 0.3% | -0.0% | 1.3 | 56,803 | -733 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | ADD | — | 0.3% | +0.0% | 1.3 | 14,399 | +3 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.3% | +0.0% | 1.2 | 4,841 | -100 | 5 | — |
| ☆QQQE funds › | DIREXION SHARES ETF TRUST | TRIM | — | 0.2% | +0.0% | 1.1 | 9,413 | -95 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.2% | -0.1% | 1.1 | 1,221 | -50 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.2% | -0.0% | 1.1 | 3,130 | +31 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 1.1 | 2,978 | +6 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 1.0 | 33,091 | -40 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.1% | 1.0 | 11,104 | -1,676 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.2% | -0.1% | 1.0 | 7,228 | +154 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.2% | +0.0% | 1.0 | 4,135 | +66 | 5 | — |
| ☆QUAL funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.9 | 3,965 | +0 | 5 | — |
| ☆SANM funds › | SANMINA CORP | HOLD | — | 0.2% | +0.1% | 0.8 | 3,317 | +0 | 5 | — |
| ☆JBL funds › | JABIL INC | HOLD | — | 0.2% | +0.0% | 0.8 | 2,137 | +0 | 5 | — |
| ☆BSMU funds › | INVESCO EXCH TRD SLF IDX FD | ADD | — | 0.2% | -0.0% | 0.8 | 34,285 | +14 | 3 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.2% | -0.0% | 0.7 | 6,498 | -4 | 5 | — |
| ☆ESGD funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 7,145 | +242 | 5 | — |
| ☆OEF funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.7 | 2,000 | +0 | 5 | — |
| ☆NULG funds › | NUSHARES ETF TR | ADD | — | 0.2% | +0.0% | 0.7 | 6,206 | +400 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.2% | -0.0% | 0.7 | 1,970 | +43 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.7 | 8,851 | +6,657 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | TRIM | — | 0.1% | +0.0% | 0.7 | 1,656 | -577 | 5 | — |
| ☆NULV funds › | NUSHARES ETF TR | ADD | — | 0.1% | +0.0% | 0.7 | 13,005 | +519 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | +0.0% | 0.6 | 4,775 | +191 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.6 | 2,266 | +69 | 5 | — |
| ☆EME funds › | EMCOR GROUP INC | HOLD | — | 0.1% | +0.0% | 0.6 | 726 | +0 | 5 | — |
| ☆VTHR funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.0% | 0.6 | 1,790 | -110 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.1% | -0.0% | 0.6 | 4,039 | +162 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.1% | -0.0% | 0.6 | 1,167 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.1% | -0.0% | 0.6 | 2,354 | -45 | 5 | — |
| ☆MMIN funds › | NEW YORK LIFE INVTS ACTIVE E | TRIM | — | 0.1% | -0.1% | 0.6 | 22,886 | -7,902 | 5 | — |
| ☆IWN funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 2,467 | -390 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.1% | -0.0% | 0.5 | 959 | +8 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.1% | -0.0% | 0.5 | 1,040 | +17 | 5 | — |
| ☆SNX funds › | TD SYNNEX CORPORATION | ADD | — | 0.1% | +0.0% | 0.5 | 1,991 | +38 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.5 | 2,141 | -81 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.1% | -0.0% | 0.5 | 1,007 | +0 | 5 | — |
| ☆USB funds › | US BANCORP | ADD | — | 0.1% | +0.0% | 0.5 | 8,392 | +229 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.5 | 863 | +863 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.1% | +0.0% | 0.5 | 2,702 | +233 | 5 | — |
| ☆CI funds › | THE CIGNA GROUP | HOLD | — | 0.1% | -0.0% | 0.5 | 1,796 | +0 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 0.1% | -0.0% | 0.5 | 3,818 | -21 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | HOLD | — | 0.1% | -0.0% | 0.5 | 1,172 | +0 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | +0.0% | 0.5 | 2,446 | -438 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 4,316 | -169 | 5 | — |
| ☆WTFC funds › | WINTRUST FINL CORP | ADD | — | 0.1% | +0.0% | 0.5 | 2,856 | +15 | 5 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.1% | +0.0% | 0.4 | 1,483 | +1,337 | 2 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 3,200 | +0 | 5 | — |
| ☆RS funds › | RELIANCE INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,177 | +5 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.1% | -0.0% | 0.4 | 9,987 | +512 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.1% | +0.0% | 0.4 | 1,493 | +48 | 5 | — |
| ☆C funds › | CITIGROUP INC | HOLD | — | 0.1% | +0.0% | 0.4 | 2,959 | +0 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.4 | 10,557 | +0 | 5 | — |
| ☆GPI funds › | GROUP 1 AUTOMOTIVE INC | ADD | — | 0.1% | -0.0% | 0.4 | 1,322 | +4 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.1% | +0.0% | 0.4 | 4,652 | +230 | 5 | — |
| ☆WSM funds › | WILLIAMS SONOMA INC | HOLD | — | 0.1% | +0.0% | 0.4 | 1,602 | +0 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | HOLD | — | 0.1% | -0.0% | 0.4 | 1,635 | +0 | 5 | — |
| ☆ASML funds › | ASML HLDG NV | HOLD | — | 0.1% | +0.0% | 0.4 | 184 | +0 | 2 | — |
| ☆AVT funds › | AVNET INC | TRIM | — | 0.1% | +0.0% | 0.4 | 4,039 | -30 | 5 | — |
| ☆UNM funds › | UNUM GROUP | HOLD | — | 0.1% | +0.0% | 0.3 | 3,857 | +0 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.1% | -0.0% | 0.3 | 2,384 | -126 | 5 | — |
| ☆TROW funds › | PRICE T ROWE GROUP INC | ADD | — | 0.1% | +0.0% | 0.3 | 2,935 | +292 | 4 | — |
| ☆TMHC funds › | TAYLOR MORRISON HOME CORP | HOLD | — | 0.1% | +0.0% | 0.3 | 4,644 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.1% | +0.0% | 0.3 | 435 | -85 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 1,678 | +0 | 5 | — |
| ☆T funds › | AT&T INC | ADD | — | 0.1% | -0.0% | 0.3 | 15,971 | +3,649 | 5 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.3 | 2,439 | +6 | 5 | — |
| ☆MMM funds › | 3M CO | HOLD | — | 0.1% | +0.0% | 0.3 | 2,035 | +0 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.3 | 11,357 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.1% | +0.0% | 0.3 | 5,743 | +557 | 2 | — |
| ☆NBSD funds › | NEUBERGER BERMAN ETF TRUST | TRIM | — | 0.1% | -3.3% | 0.3 | 6,462 | -277,328 | 5 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.3 | 1,063 | +0 | 5 | — |
| ☆RGA funds › | REINSURANCE GROUP AMER INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,500 | +0 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | HOLD | — | 0.1% | +0.0% | 0.3 | 312 | +0 | 5 | — |
| ☆XPO funds › | XPO INC | TRIM | — | 0.1% | -0.0% | 0.3 | 1,448 | -45 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.1% | +0.0% | 0.3 | 621 | +3 | 2 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | HOLD | — | 0.1% | +0.0% | 0.3 | 796 | +0 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 426 | +12 | 5 | — |
| ☆DKS funds › | DICKS SPORTING GOODS INC | HOLD | — | 0.1% | +0.0% | 0.3 | 1,260 | +0 | 5 | — |
| ☆GNW funds › | GENWORTH FINL INC | HOLD | — | 0.1% | +0.0% | 0.3 | 29,761 | +0 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 3,785 | +146 | 5 | — |
| ☆ORI funds › | OLD REP INTL CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 6,644 | +0 | 5 | — |
| ☆CMC funds › | COMMERCIAL METALS CO | TRIM | — | 0.1% | -0.0% | 0.3 | 4,318 | -25 | 5 | — |
| ☆URTH funds › | ISHARES INC | ADD | — | 0.1% | +0.0% | 0.3 | 1,335 | +210 | 2 | — |
| ☆LOW funds › | LOWES COS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,203 | +0 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.0% | 0.3 | 1,562 | -300 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.1% | -0.0% | 0.3 | 2,796 | +0 | 5 | — |
| ☆RDN funds › | RADIAN GROUP INC | TRIM | — | 0.1% | +0.0% | 0.3 | 6,714 | -39 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.3 | 349 | +349 | 1 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.1% | -0.0% | 0.2 | 2,723 | -174 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.2 | 1,105 | -80 | 3 | — |
| ☆SPUS funds › | TIDAL TRUST I | NEW | — | 0.1% | +0.1% | 0.2 | 4,134 | +4,134 | 1 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 1,017 | -225 | 3 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.0% | -0.0% | 0.2 | 9,323 | +682 | 2 | — |
| ☆CACI funds › | CACI INTL INC | HOLD | — | 0.0% | -0.0% | 0.2 | 486 | +0 | 5 | — |
| ☆LIN funds › | LINDE PLC | HOLD | — | 0.0% | -0.0% | 0.2 | 420 | +0 | 2 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | NEW | — | 0.0% | +0.0% | 0.2 | 3,777 | +3,777 | 1 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 2,250 | +2,250 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,199 | +1,199 | 1 | — |
| ☆ORCL funds › | ORACLE CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 1,477 | +0 | 5 | — |
| ☆FLEX funds › | FLEX LTD | NEW | — | 0.0% | +0.0% | 0.2 | 1,309 | +1,309 | 1 | — |
| ☆ARW funds › | ARROW ELECTRS INC | NEW | — | 0.0% | +0.0% | 0.2 | 987 | +987 | 1 | — |
| ☆IJR funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,410 | +1,410 | 1 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.0% | +0.0% | 0.2 | 961 | +961 | 1 | — |
| ☆DIS funds › | DISNEY WALT CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,556 | 0 | — |
| ☆CUSIP:78468R481 funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,805 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 471 | 146 | 0.07 | 66% | 0.064 | 0.691 | — | in |
| 2026Q1 | 427 | 137 | 0.05 | 67% | 0.065 | 0.723 | — | in |
| 2025Q4 | 433 | 136 | 0.04 | 66% | 0.064 | 0.703 | — | in |
| 2025Q3 | 423 | 136 | 0.05 | 67% | 0.067 | 0.697 | — | in |
| 2025Q2 | 386 | 142 | 0.09 | 67% | 0.068 | 0.640 | — | entered |
| 2025Q1 | 355 | 132 | 0.00 | 68% | 0.067 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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