☆Financial & Tax Architects, LLC
Quality Q
0.127
AUM ($M)
474
Positions
110
Turnover
0.25
Top-10 wt
37%
Herfindahl
0.023
History (qtrs)
6
Excess Return
—
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Holdings · 132 positions · portfolio value $474M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆FBND funds › | FIDELITY TOTAL BOND ETF | NEW | — | 5.1% | +5.1% | 24.1 | 528,955 | +528,955 | 1 | — |
| ☆USRT funds › | ISHARES CORE U.S. REIT ETF | ADD | — | 4.7% | +0.4% | 22.5 | 338,845 | +12,054 | 4 | — |
| ☆EFA funds › | ISHARES MSCI EAFE ETF | ADD | — | 4.7% | +0.2% | 22.4 | 215,339 | +5,142 | 5 | — |
| ☆SPY funds › | STATE STREET SPDR S&P 500 ETF | TRIM | — | 4.4% | +0.1% | 20.8 | 27,859 | -1,773 | 5 | — |
| ☆BCI funds › | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | TRIM | — | 4.3% | -0.8% | 20.5 | 917,652 | -24,634 | 4 | — |
| ☆BIL funds › | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | ADD | — | 4.3% | +4.0% | 20.2 | 220,325 | +209,909 | 5 | — |
| ☆GBIL funds › | ACCESS TREASURY 0-1 YEAR ETF | ADD | — | 3.0% | +2.1% | 14.4 | 143,348 | +100,401 | 5 | — |
| ☆CWB funds › | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | ADD | — | 2.4% | +0.3% | 11.6 | 107,263 | +2,175 | 2 | — |
| ☆VTIP funds › | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ADD | — | 2.2% | +0.1% | 10.6 | 211,203 | +23,560 | 3 | — |
| ☆CAT funds › | CATERPILLAR INC COM | TRIM | — | 2.0% | +0.3% | 9.6 | 9,062 | -1,750 | 5 | — |
| ☆VTWO funds › | VANGUARD RUSSELL 2000 ETF | ADD | — | 2.0% | +0.4% | 9.6 | 78,760 | +5,743 | 5 | — |
| ☆AGG funds › | ISHARES CORE U.S. AGGREGATE BOND ETF | TRIM | — | 1.9% | -0.4% | 8.9 | 89,492 | -13,121 | 5 | — |
| ☆ABBV funds › | ABBVIE INC COM | ADD | — | 1.8% | +0.2% | 8.7 | 34,555 | +796 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON COM | ADD | — | 1.8% | -0.0% | 8.4 | 33,269 | +382 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS COM | TRIM | — | 1.7% | +0.1% | 8.3 | 29,366 | -1,111 | 5 | — |
| ☆KO funds › | COCA COLA CO COM | ADD | — | 1.7% | +0.0% | 8.0 | 98,828 | +741 | 5 | — |
| ☆WMT funds › | WALMART INC COM | TRIM | — | 1.7% | -0.3% | 8.0 | 70,512 | -1,356 | 5 | — |
| ☆EMR funds › | EMERSON ELEC CO COM | ADD | — | 1.6% | +1.5% | 7.8 | 54,139 | +49,454 | 4 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO COM | ADD | — | 1.6% | +0.2% | 7.6 | 22,203 | +2,136 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP COM | ADD | — | 1.6% | -0.0% | 7.6 | 21,513 | +424 | 4 | — |
| ☆NEE funds › | NEXTERA ENERGY INC COM | TRIM | — | 1.6% | -0.2% | 7.5 | 85,355 | -1,934 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING INC COM | ADD | — | 1.6% | +0.1% | 7.4 | 33,170 | +1,538 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES COM | ADD | — | 1.5% | +0.1% | 7.3 | 80,248 | +16,198 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC SHS | ADD | — | 1.5% | +0.1% | 7.2 | 91,508 | +16,872 | 5 | — |
| ☆LOW funds › | LOWES COS INC COM | ADD | — | 1.5% | -0.0% | 7.1 | 32,220 | +3,754 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO COM | ADD | — | 1.5% | +0.0% | 7.1 | 48,372 | +2,089 | 5 | — |
| ☆NOBL funds › | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ADD | — | 1.5% | -0.2% | 7.0 | 124,448 | +52,756 | 5 | — |
| ☆XOM funds › | EXXONMOBIL HOLDINGS CORP COM SHS | NEW | — | 1.5% | +1.5% | 7.0 | 50,978 | +50,978 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION COM | TRIM | — | 1.5% | -0.6% | 6.9 | 41,724 | -1,996 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION COM | TRIM | — | 1.4% | +0.1% | 6.8 | 34,192 | -563 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC COM | ADD | — | 1.4% | -0.1% | 6.8 | 16,702 | +1,006 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP COM | ADD | — | 1.4% | -0.2% | 6.7 | 24,782 | +2,052 | 5 | — |
| ☆PEP funds › | PEPSICO INC COM | ADD | — | 1.4% | -0.2% | 6.6 | 48,509 | +2,167 | 5 | — |
| ☆EEM funds › | ISHARES MSCI EMERGING MARKETS ETF | ADD | — | 1.4% | +0.4% | 6.5 | 94,607 | +21,302 | 3 | — |
| ☆VOO funds › | VANGUARD S&P 500 ETF | NEW | — | 1.2% | +1.2% | 5.7 | 8,308 | +8,308 | 1 | — |
| ☆IVW funds › | ISHARES S&P 500 GROWTH ETF | NEW | — | 1.2% | +1.2% | 5.7 | 41,460 | +41,460 | 1 | — |
| ☆JNK funds › | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | NEW | — | 1.1% | +1.1% | 5.0 | 52,290 | +52,290 | 1 | — |
| ☆VNQ funds › | VANGUARD REAL ESTATE ETF | ADD | — | 1.1% | +0.2% | 5.0 | 51,718 | +6,630 | 3 | — |
| ☆AAPL funds › | APPLE INC COM | TRIM | — | 1.0% | +0.0% | 4.6 | 15,929 | -845 | 5 | — |
| ☆USHY funds › | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | ADD | — | 0.9% | +0.0% | 4.3 | 115,423 | +11,533 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TRUST | ADD | — | 0.9% | -0.0% | 4.2 | 55,682 | +8,152 | 5 | — |
| ☆BND funds › | VANGUARD TOTAL BOND MARKET ETF | ADD | — | 0.9% | +0.7% | 4.1 | 56,277 | +47,960 | 5 | — |
| ☆HYS funds › | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | ADD | — | 0.9% | +0.0% | 4.1 | 43,808 | +4,277 | 5 | — |
| ☆HYG funds › | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ADD | — | 0.9% | +0.0% | 4.1 | 51,066 | +3,918 | 5 | — |
| ☆TIP funds › | ISHARES TIPS BOND ETF | TRIM | — | 0.8% | -0.2% | 3.6 | 33,111 | -5,030 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP COM | ADD | — | 0.7% | -0.0% | 3.4 | 9,012 | +192 | 5 | — |
| ☆ASML funds › | ASML HLDG NV N Y REGISTRY SHS | TRIM | — | 0.7% | +0.2% | 3.2 | 1,615 | -117 | 4 | — |
| ☆AMZN funds › | AMAZON COM INC COM | TRIM | — | 0.5% | +0.0% | 2.6 | 10,903 | -275 | 5 | — |
| ☆GOOG funds › | ALPHABET INC CAP STK CL C | TRIM | — | 0.5% | +0.0% | 2.6 | 7,354 | -585 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION COM | ADD | — | 0.5% | -0.0% | 2.4 | 2,541 | +112 | 5 | — |
| ☆AVGO funds › | BROADCOM INC COM | TRIM | — | 0.5% | +0.0% | 2.3 | 6,167 | -758 | 5 | — |
| ☆VLUE funds › | ISHARES MSCI USA VALUE FACTOR ETF | TRIM | — | 0.5% | -0.0% | 2.3 | 11,575 | -4,384 | 5 | — |
| ☆EWO funds › | ISHARES MSCI AUSTRIA ETF | NEW | — | 0.5% | +0.5% | 2.3 | 53,526 | +53,526 | 1 | — |
| ☆META funds › | META PLATFORMS INC CL A | ADD | — | 0.5% | +0.0% | 2.2 | 3,876 | +404 | 5 | — |
| ☆TIPX funds › | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | ADD | — | 0.5% | +0.1% | 2.2 | 113,911 | +31,636 | 4 | — |
| ☆NFLX funds › | NETFLIX INC. COM | ADD | — | 0.4% | -0.1% | 2.0 | 27,644 | +1,619 | 5 | — |
| ☆QQQM funds › | INVESCO NASDAQ 100 ETF | ADD | — | 0.4% | +0.1% | 1.9 | 6,249 | +828 | 2 | — |
| ☆STIP funds › | ISHARES 0-5 YEAR TIPS BOND ETF | TRIM | — | 0.4% | -0.1% | 1.9 | 18,453 | -988 | 5 | — |
| ☆EWT funds › | ISHARES MSCI TAIWAN ETF | NEW | — | 0.4% | +0.4% | 1.8 | 16,539 | +16,539 | 1 | — |
| ☆XLK funds › | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | TRIM | — | 0.3% | +0.0% | 1.4 | 7,568 | -1,266 | 5 | — |
| ☆XLU funds › | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | ADD | — | 0.3% | -0.0% | 1.4 | 31,753 | +559 | 5 | — |
| ☆XLI funds › | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ADD | — | 0.3% | +0.0% | 1.4 | 7,608 | +88 | 5 | — |
| ☆XLB funds › | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | ADD | — | 0.3% | -0.0% | 1.3 | 26,506 | +6 | 4 | — |
| ☆XLV funds › | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | TRIM | — | 0.3% | +0.0% | 1.3 | 8,342 | -89 | 3 | — |
| ☆OUNZ funds › | VANECK MERK GOLD ETF | ADD | — | 0.3% | +0.0% | 1.3 | 34,200 | +9,203 | 5 | — |
| ☆SPAB funds › | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | ADD | — | 0.3% | -0.0% | 1.3 | 51,701 | +1,299 | 5 | — |
| ☆IYR funds › | ISHARES U.S. REAL ESTATE ETF | TRIM | — | 0.3% | +0.0% | 1.2 | 12,109 | -69 | 4 | — |
| ☆XLP funds › | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | ADD | — | 0.3% | -0.0% | 1.2 | 14,882 | +302 | 2 | — |
| ☆XLE funds › | STATE STREET ENERGY SELECT SECTOR SPDR ETF | TRIM | — | 0.3% | -0.1% | 1.2 | 23,021 | -2,471 | 4 | — |
| ☆XLY funds › | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | ADD | — | 0.3% | +0.0% | 1.2 | 10,406 | +231 | 5 | — |
| ☆VOX funds › | VANGUARD COMMUNICATION SERVICES ETF | TRIM | — | 0.2% | -0.0% | 1.2 | 6,264 | -260 | 5 | — |
| ☆SGOL funds › | ABRDN PHYSICAL GOLD SHARES ETF | ADD | — | 0.2% | -0.0% | 1.1 | 29,488 | +1,954 | 5 | — |
| ☆VT funds › | VANGUARD TOTAL WORLD STOCK ETF | ADD | — | 0.2% | +0.1% | 0.9 | 5,486 | +3,589 | 2 | — |
| ☆AZO funds › | AUTOZONE INC COM | HOLD | — | 0.1% | -0.0% | 0.7 | 220 | +0 | 2 | — |
| ☆TD funds › | TORONTO DOMINION BK ONT COM NEW | TRIM | — | 0.1% | +0.0% | 0.7 | 5,535 | -1,144 | 3 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC COM | TRIM | — | 0.1% | +0.1% | 0.7 | 1,131 | -26 | 3 | — |
| ☆RY funds › | ROYAL BK CDA COM | TRIM | — | 0.1% | +0.0% | 0.6 | 3,027 | -180 | 2 | — |
| ☆ENB funds › | ENBRIDGE INC COM | TRIM | — | 0.1% | -0.0% | 0.6 | 11,124 | -810 | 5 | — |
| ☆MFC funds › | MANULIFE FINL CORP COM | TRIM | — | 0.1% | +0.0% | 0.6 | 14,263 | -686 | 2 | — |
| ☆USFR funds › | WISDOMTREE FLOATING RATE TREASURY FUND | ADD | — | 0.1% | +0.0% | 0.6 | 11,338 | +4,937 | 2 | — |
| ☆QQQ funds › | POWERSHARES QQQ TRUST SERIES 1 | TRIM | — | 0.1% | +0.0% | 0.5 | 718 | -66 | 5 | — |
| ☆LIN funds › | LINDE PLC SHS | NEW | — | 0.1% | +0.1% | 0.5 | 1,011 | +1,011 | 1 | — |
| ☆QSR funds › | RESTAURANT BRANDS INTL INC COM | NEW | — | 0.1% | +0.1% | 0.5 | 7,087 | +7,087 | 1 | — |
| ☆VOD funds › | VODAFONE GROUP PLC SPONSORED ADR | TRIM | — | 0.1% | -0.0% | 0.5 | 38,835 | -3,646 | 3 | — |
| ☆TFII funds › | TFI INTERNATIONAL INC COM | NEW | — | 0.1% | +0.1% | 0.5 | 3,560 | +3,560 | 1 | — |
| ☆VGT funds › | VANGUARD INFORMATION TECHNOLOGY ETF | NEW | — | 0.1% | +0.1% | 0.5 | 4,104 | +4,104 | 1 | — |
| ☆THNQ funds › | ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF | NEW | — | 0.1% | +0.1% | 0.5 | 5,366 | +5,366 | 1 | — |
| ☆VTI funds › | VANGUARD TOTAL STOCK MARKET ETF | TRIM | — | 0.1% | -5.7% | 0.5 | 1,288 | -79,316 | 5 | — |
| ☆TTE funds › | TOTALENERGIES SE ACT | NEW | — | 0.1% | +0.1% | 0.5 | 5,873 | +5,873 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC COM | ADD | — | 0.1% | +0.0% | 0.5 | 631 | +1 | 2 | — |
| ☆IMO funds › | IMPERIAL OIL LTD COM NEW | NEW | — | 0.1% | +0.1% | 0.5 | 4,036 | +4,036 | 1 | — |
| ☆NXTG funds › | FIRST TRUST INDXX NEXTG ETF | NEW | — | 0.1% | +0.1% | 0.4 | 2,909 | +2,909 | 1 | — |
| ☆EPU funds › | ISHARES MSCI PERU AND GLOBAL EXPOSURE ETF | NEW | — | 0.1% | +0.1% | 0.4 | 5,055 | +5,055 | 1 | — |
| ☆BAC funds › | BANK OF AMER CORP COM | TRIM | — | 0.1% | +0.0% | 0.4 | 7,181 | -506 | 5 | — |
| ☆IEF funds › | ISHARES 7-10 YEAR TREASURY BOND ETF | TRIM | — | 0.1% | -4.1% | 0.4 | 4,171 | -194,433 | 5 | — |
| ☆VDE funds › | VANGUARD ENERGY ETF | TRIM | — | 0.1% | -0.0% | 0.4 | 2,554 | -94 | 5 | — |
| ☆KXI funds › | ISHARES GLOBAL CONSUMER STAPLES ETF | NEW | — | 0.1% | +0.1% | 0.4 | 5,400 | +5,400 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC COM | TRIM | — | 0.1% | +0.0% | 0.4 | 868 | -46 | 5 | — |
| ☆GLD funds › | SPDR GOLD SHARES | TRIM | — | 0.1% | -0.9% | 0.3 | 930 | -9,675 | 5 | — |
| ☆IDCC funds › | INTERDIGITAL INC COM | HOLD | — | 0.1% | -0.0% | 0.3 | 1,066 | +0 | 3 | — |
| ☆VFH funds › | VANGUARD FINANCIALS ETF | NEW | — | 0.1% | +0.1% | 0.3 | 2,281 | +2,281 | 1 | — |
| ☆TSLA funds › | TESLA INC COM | TRIM | — | 0.1% | +0.0% | 0.3 | 712 | -38 | 4 | — |
| ☆PKW funds › | INVESCO BUYBACK ACHIEVERS ETF | NEW | — | 0.1% | +0.1% | 0.3 | 2,088 | +2,088 | 1 | — |
| ☆OKE funds › | ONEOK INC NEW COM | NEW | — | 0.1% | +0.1% | 0.3 | 3,222 | +3,222 | 1 | — |
| ☆CVS funds › | CVS HEALTH CORP COM | NEW | — | 0.1% | +0.1% | 0.3 | 2,621 | +2,621 | 1 | — |
| ☆IVV funds › | ISHARES CORE S&P 500 ETF | NEW | — | 0.1% | +0.1% | 0.3 | 358 | +358 | 1 | — |
| ☆SHEL funds › | SHELL PLC SPON ADS | HOLD | — | 0.1% | -0.0% | 0.3 | 3,318 | +0 | 4 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | NEW | — | 0.1% | +0.1% | 0.2 | 255 | +255 | 1 | — |
| ☆MDY funds › | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | TRIM | — | 0.0% | -1.0% | 0.2 | 334 | -7,356 | 2 | — |
| ☆HD funds › | HOME DEPOT INC COM | NEW | — | 0.0% | +0.0% | 0.2 | 610 | +610 | 1 | — |
| ☆NVS funds › | NOVARTIS AG SPONSORED ADR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,135 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP COM | EXIT | — | 0.0% | -2.0% | 0.0 | 0 | -53,654 | 0 | — |
| ☆TM funds › | TOYOTA MOTOR CORP ADS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,473 | 0 | — |
| ☆TLH funds › | ISHARES 10-20 YEAR TREASURY BOND ETF | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -39,798 | 0 | — |
| ☆IWD funds › | ISHARES RUSSELL 1000 VALUE ETF | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -943 | 0 | — |
| ☆SLF funds › | SUN LIFE FINANCIAL INC. COM | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,982 | 0 | — |
| ☆SCHR funds › | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -164,648 | 0 | — |
| ☆GNR funds › | STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,303 | 0 | — |
| ☆UAE funds › | ISHARES MSCI UAE ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -20,952 | 0 | — |
| ☆VEA funds › | VANGUARD FTSE DEVELOPED MARKETS ETF | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -67,709 | 0 | — |
| ☆ECL funds › | ECOLAB INC COM | EXIT | — | 0.0% | -1.3% | 0.0 | 0 | -21,650 | 0 | — |
| ☆SPYG funds › | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,142 | 0 | — |
| ☆BTI funds › | BRITISH AMERN TOB PLC SPONSORED ADR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,718 | 0 | — |
| ☆MOO funds › | VANECK AGRIBUSINESS ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,146 | 0 | — |
| ☆GLDM funds › | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,674 | 0 | — |
| ☆EWP funds › | ISHARES MSCI SPAIN ETF | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -45,560 | 0 | — |
| ☆IWF funds › | ISHARES RUSSELL 1000 GROWTH ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -612 | 0 | — |
| ☆VPL funds › | VANGUARD FTSE PACIFIC ETF | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -18,149 | 0 | — |
| ☆TEL funds › | TE CONNECTIVITY PLC ORD SHS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,648 | 0 | — |
| ☆IEFA funds › | ISHARES CORE MSCI EAFE ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,733 | 0 | — |
| ☆PCY funds › | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -231,834 | 0 | — |
| ☆IGF funds › | ISHARES GLOBAL INFRASTRUCTURE ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,051 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 474 | 110 | 0.25 | 37% | 0.023 | 0.127 | — | in |
| 2026Q1 | 448 | 108 | 0.10 | 37% | 0.023 | 0.337 | — | in |
| 2025Q4 | 445 | 103 | 0.18 | 37% | 0.023 | 0.182 | — | in |
| 2025Q3 | 453 | 104 | 0.26 | 38% | 0.024 | 0.104 | — | in |
| 2025Q2 | 412 | 93 | 0.30 | 43% | 0.031 | 0.109 | — | entered |
| 2025Q1 | 398 | 101 | 0.00 | 39% | 0.024 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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/api/funds ·
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