☆Bernardo Wealth Planning LLC
Quality Q
0.655
AUM ($M)
585
Positions
139
Turnover
0.05
Top-10 wt
55%
Herfindahl
0.041
History (qtrs)
6
Excess Return
—
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Holdings · 145 positions · portfolio value $585M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | ADD | — | 11.1% | +0.2% | 65.2 | 87,118 | +1,762 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 7.4% | -0.1% | 43.1 | 490,460 | +386,504 | 5 | — |
| ☆VONV funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 6.2% | +0.0% | 36.3 | 341,766 | +5,744 | 5 | — |
| ☆MGV funds › | VANGUARD WORLD FD | TRIM | — | 5.2% | -0.8% | 30.6 | 187,389 | -24,458 | 5 | — |
| ☆CGCP funds › | CAPITAL GRP FIXED INCM ETF T | ADD | — | 4.7% | -0.5% | 27.6 | 1,240,288 | +45,673 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 4.6% | +0.1% | 27.2 | 165,672 | +1,522 | 5 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 4.6% | +0.2% | 27.1 | 212,221 | +7,493 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.2% | +0.2% | 24.6 | 300,091 | +13,871 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 3.6% | -0.0% | 20.8 | 97,923 | +2,209 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | ADD | — | 3.2% | -0.2% | 18.7 | 118,550 | +2,532 | 5 | — |
| ☆JPIE funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 2.9% | +0.1% | 17.1 | 371,857 | +63,279 | 5 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 2.7% | -0.7% | 15.7 | 277,579 | -27,103 | 5 | — |
| ☆IGSB funds › | ISHARES TR | ADD | — | 2.5% | -0.2% | 14.6 | 279,481 | +14,135 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | ADD | — | 2.4% | -0.2% | 14.2 | 184,804 | +10,920 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 2.4% | -0.2% | 14.0 | 148,098 | +6,159 | 5 | — |
| ☆JEPQ funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 2.3% | -0.0% | 13.7 | 222,110 | +6,168 | 5 | — |
| ☆GOVT funds › | ISHARES TR | TRIM | — | 2.2% | -0.6% | 12.7 | 558,067 | -70,227 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 2.1% | +2.1% | 12.6 | 80,088 | +78,035 | 2 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.1% | +0.1% | 12.1 | 41,749 | +2,128 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 1.3% | +0.1% | 7.8 | 10,651 | +111 | 5 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 1.1% | +0.1% | 6.2 | 20,595 | +128 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.0% | 6.2 | 20,452 | +422 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 1.0% | +0.0% | 5.9 | 73,106 | +55,270 | 5 | — |
| ☆HMOP funds › | HARTFORD FDS EXCHANGE TRADED | TRIM | — | 0.9% | -0.1% | 5.3 | 134,295 | -978 | 5 | — |
| ☆FTCS funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 0.8% | -0.1% | 4.9 | 52,661 | -1,037 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.8% | +0.1% | 4.7 | 19,895 | +1,344 | 5 | — |
| ☆IXN funds › | ISHARES TR | ADD | — | 0.8% | +0.2% | 4.6 | 31,666 | +21 | 5 | — |
| ☆MMIT funds › | NEW YORK LIFE INVTS ACTIVE E | TRIM | — | 0.6% | -0.1% | 3.8 | 154,889 | -3,571 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.5% | +0.0% | 3.1 | 8,845 | -365 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.5% | +0.1% | 3.0 | 14,798 | +2,480 | 5 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 0.5% | -0.1% | 2.7 | 97,153 | +77,725 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 2.6 | 18,913 | -116 | 5 | — |
| ☆ISPY funds › | PROSHARES TR | ADD | — | 0.4% | -0.0% | 2.6 | 53,636 | +62 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.4% | -0.0% | 2.3 | 10,622 | -10 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.4% | -0.0% | 2.2 | 17,399 | +335 | 5 | — |
| ☆IVE funds › | ISHARES TR | HOLD | — | 0.4% | -0.0% | 2.1 | 9,403 | +0 | 5 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.4% | -0.0% | 2.1 | 41,502 | -140 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.3% | -0.1% | 2.0 | 19,034 | -456 | 5 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 1.9 | 19,216 | -70 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 1.8 | 4,945 | -285 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.3% | +0.0% | 1.8 | 2,406 | +15 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.3% | +0.0% | 1.8 | 4,805 | +650 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.3% | -0.0% | 1.8 | 7,052 | +239 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.3% | +0.0% | 1.6 | 3,888 | +262 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 1.6 | 2,368 | +101 | 5 | — |
| ☆QUAL funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 1.5 | 7,021 | -4 | 5 | — |
| ☆IWV funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.5 | 3,411 | +0 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.2% | -0.0% | 1.4 | 28,320 | -202 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.2% | +0.1% | 1.3 | 3,679 | +1,080 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 1.3 | 14,160 | -259 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.0% | 1.2 | 3,123 | +173 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.2% | +0.1% | 1.1 | 1,913 | +213 | 3 | — |
| ☆VPLS funds › | VANGUARD MALVERN FDS | NEW | — | 0.2% | +0.2% | 1.1 | 14,296 | +14,296 | 1 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | +0.0% | 1.1 | 1,936 | +285 | 5 | — |
| ☆IDCC funds › | INTERDIGITAL INC | ADD | — | 0.2% | -0.0% | 1.1 | 3,784 | +26 | 3 | — |
| ☆UVSP funds › | UNIVEST FINANCIAL CORPORATIO | ADD | — | 0.2% | +0.0% | 1.1 | 24,271 | +710 | 5 | — |
| ☆USFR funds › | WISDOMTREE TR | TRIM | — | 0.2% | -0.1% | 1.1 | 20,856 | -2,943 | 5 | — |
| ☆FMB funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.2% | -0.0% | 1.0 | 20,350 | -977 | 5 | — |
| ☆MTUM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 1.0 | 2,959 | +0 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | -0.0% | 1.0 | 28,870 | +7 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 0.1% | +0.0% | 0.9 | 1,837 | +0 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.1% | -0.0% | 0.9 | 27,613 | +158 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.1% | +0.0% | 0.9 | 1,737 | +171 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.1% | -0.0% | 0.9 | 2,640 | -7 | 5 | — |
| ☆VCRM funds › | VANGUARD MUN BD FDS | TRIM | — | 0.1% | -0.0% | 0.9 | 11,202 | -301 | 4 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.8 | 28,693 | -3,723 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.1% | -0.0% | 0.8 | 7,451 | +437 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | -0.0% | 0.8 | 6,168 | +332 | 5 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.8 | 2,720 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.8 | 8,968 | +7,473 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.7 | 7,521 | +1,166 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.7 | 2,160 | +0 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.7 | 640 | +640 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.7 | 4,352 | +164 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.1% | +0.0% | 0.7 | 3,816 | +182 | 5 | — |
| ☆PZA funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.1% | -0.0% | 0.7 | 27,862 | -7,046 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 0.1% | +0.0% | 0.6 | 6,598 | +582 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.6 | 478 | +93 | 5 | — |
| ☆FVD funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.1% | -0.0% | 0.5 | 11,147 | +4 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.5 | 6,352 | +624 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | ADD | — | 0.1% | -0.0% | 0.5 | 934 | +1 | 4 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.5 | 1,797 | +7 | 5 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,867 | +100 | 2 | — |
| ☆PGR funds › | PROGRESSIVE CORP | ADD | — | 0.1% | +0.0% | 0.5 | 2,105 | +160 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,746 | +214 | 5 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.1% | -0.0% | 0.4 | 5,832 | +145 | 5 | — |
| ☆WTRG funds › | ESSENTIAL UTILS INC | HOLD | — | 0.1% | -0.0% | 0.4 | 10,796 | +0 | 5 | — |
| ☆BX funds › | BLACKSTONE INC | ADD | — | 0.1% | -0.0% | 0.4 | 3,466 | +138 | 5 | — |
| ☆HYMB funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.4 | 16,005 | -987 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,182 | +489 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.1% | +0.0% | 0.4 | 1,421 | +97 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.1% | -0.0% | 0.4 | 4,706 | +196 | 5 | — |
| ☆IWR funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 3,519 | +0 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | -0.0% | 0.4 | 2,017 | +150 | 5 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 3,560 | -77 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.4 | 907 | +907 | 1 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 0.4 | 1,259 | +1,259 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.1% | -0.0% | 0.4 | 996 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.1% | -0.0% | 0.4 | 1,533 | +2 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.4 | 2,358 | +0 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,312 | +385 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,910 | +2,910 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.1% | +0.0% | 0.3 | 2,319 | +282 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.1% | +0.0% | 0.3 | 914 | +118 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 4,423 | -50 | 5 | — |
| ☆TSLL funds › | DIREXION SHARES ETF TRUST | ADD | — | 0.1% | +0.0% | 0.3 | 21,490 | +511 | 5 | — |
| ☆OLED funds › | UNIVERSAL DISPLAY CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 3,400 | -100 | 3 | — |
| ☆IYE funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 5,179 | -1,648 | 5 | — |
| ☆VOOG funds › | VANGUARD ADMIRAL FDS INC | ADD | — | 0.0% | +0.0% | 0.3 | 3,527 | +2,939 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.0% | +0.0% | 0.3 | 1,984 | +286 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | +0.0% | 0.3 | 2,398 | +0 | 5 | — |
| ☆IUSG funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 1,512 | +0 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | -0.0% | 0.3 | 10,099 | +107 | 3 | — |
| ☆BHRB funds › | BURKE HERBERT FINL SVCS CORP | NEW | — | 0.0% | +0.0% | 0.3 | 3,858 | +3,858 | 1 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.0% | -0.0% | 0.3 | 2,981 | +42 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.0% | +0.0% | 0.3 | 265 | +265 | 1 | — |
| ☆VCR funds › | VANGUARD WORLD FD | HOLD | — | 0.0% | -0.0% | 0.3 | 660 | +0 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.0% | -0.0% | 0.3 | 704 | +49 | 3 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | ADD | — | 0.0% | -0.0% | 0.3 | 2,770 | +438 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.0% | +0.0% | 0.2 | 343 | +343 | 1 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,760 | +1,760 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.0% | -0.0% | 0.2 | 3,379 | +149 | 2 | — |
| ☆BAC funds › | BANK OF AMER CORP | NEW | — | 0.0% | +0.0% | 0.2 | 4,265 | +4,265 | 1 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.0% | +0.0% | 0.2 | 2,954 | +232 | 2 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 0.0% | -0.0% | 0.2 | 4,440 | +229 | 2 | — |
| ☆BTC funds › | GRAYSCALE BITCOIN MINI TR ET | HOLD | — | 0.0% | -0.0% | 0.2 | 9,126 | +0 | 2 | — |
| ☆UNP funds › | UNION PAC CORP | NEW | — | 0.0% | +0.0% | 0.2 | 866 | +866 | 1 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.0% | -0.0% | 0.2 | 451 | +17 | 4 | — |
| ☆PEG funds › | PUBLIC SVC ENTERPRISE GROUP | TRIM | — | 0.0% | -0.0% | 0.2 | 2,807 | -13 | 5 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | ADD | — | 0.0% | -0.0% | 0.2 | 3,676 | +2 | 4 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | NEW | — | 0.0% | +0.0% | 0.2 | 979 | +979 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | NEW | — | 0.0% | +0.0% | 0.2 | 234 | +234 | 1 | — |
| ☆ESGU funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,287 | +1,287 | 1 | — |
| ☆IHI funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 4,188 | -24 | 5 | — |
| ☆PPL funds › | PPL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 5,687 | +5,687 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | NEW | — | 0.0% | +0.0% | 0.2 | 597 | +597 | 1 | — |
| ☆ETH funds › | GRAYSCALE ETHEREUM STAKING | HOLD | — | 0.0% | -0.0% | 0.2 | 10,904 | +0 | 2 | — |
| ☆LWLG funds › | LIGHTWAVE LOGIC INC | ADD | — | 0.0% | +0.0% | 0.1 | 11,200 | +1,000 | 3 | — |
| ☆LIEN funds › | CHICAGO ATLANTIC BDC INC | HOLD | — | 0.0% | -0.0% | 0.1 | 10,278 | +0 | 5 | — |
| ☆LHX funds › | L3HARRIS TECHNOLOGIES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -621 | 0 | — |
| ☆BSX funds › | BOSTON SCIENTIFIC CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,258 | 0 | — |
| ☆INTU funds › | INTUIT | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -756 | 0 | — |
| ☆CUSIP:53578P105 funds › | LINKBANCORP INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -28,138 | 0 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,447 | 0 | — |
| ☆OCUL funds › | OCULAR THERAPEUTIX INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,879 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 585 | 139 | 0.05 | 55% | 0.041 | 0.652 | — | in |
| 2026Q1 | 511 | 129 | 0.04 | 56% | 0.043 | 0.666 | — | in |
| 2025Q4 | 525 | 127 | 0.02 | 57% | 0.044 | 0.689 | — | in |
| 2025Q3 | 510 | 127 | 0.05 | 57% | 0.044 | 0.622 | — | in |
| 2025Q2 | 461 | 119 | 0.08 | 59% | 0.046 | 0.615 | — | entered |
| 2025Q1 | 418 | 113 | 0.00 | 58% | 0.046 | 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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