Fund Universe

← Fund Universe

☆Mattern Wealth Management LLC

CIK 0001802376 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.596
AUM ($M)
609
Positions
183
Turnover
0.08
Top-10 wt
54%
Herfindahl
0.044
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 191 positions · portfolio value $609M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFAC funds › DIMENSIONAL ETF TRUST ADD — 13.8% -0.2% 84.1 1,895,431 +42,190 5 —
☆AVUS funds › AMERICAN CENTY ETF TR ADD — 8.0% +0.0% 48.6 379,466 +11,761 5 —
☆DFIC funds › DIMENSIONAL ETF TRUST ADD — 6.2% -0.6% 38.1 1,021,560 +39,256 5 —
☆DFSD funds › DIMENSIONAL ETF TRUST ADD — 4.7% -0.9% 28.9 604,523 +1,149 5 —
☆DFNM funds › DIMENSIONAL ETF TRUST ADD — 4.4% -0.6% 26.5 548,877 +18,629 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 4.2% +0.8% 25.9 35,150 +4,287 5 —
☆AAPL funds › APPLE INC ADD — 3.6% +0.0% 21.7 74,854 +3,803 5 —
☆MSFT funds › MICROSOFT CORP ADD — 3.4% -0.3% 20.7 55,467 +4,352 5 —
☆DFGX funds › DIMENSIONAL ETF TRUST ADD — 3.4% -0.4% 20.6 384,379 +16,083 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST ADD — 2.7% +0.6% 16.4 404,466 +97,247 5 —
☆DGCB funds › DIMENSIONAL ETF TRUST ADD — 2.5% -0.3% 15.0 275,196 +8,994 5 —
☆DFCF funds › DIMENSIONAL ETF TRUST ADD — 2.4% -0.4% 14.7 348,041 +4,314 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 1.9% +0.4% 11.7 216,224 +73,292 5 —
☆CAT funds › CATERPILLAR INC ADD — 1.7% +0.4% 10.4 9,771 +3 5 —
☆GOOGL funds › ALPHABET INC ADD — 1.5% +0.1% 9.0 25,286 +730 5 —
☆AVSF funds › AMERICAN CENTY ETF TR TRIM — 1.5% -0.4% 8.9 191,929 -13,329 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 1.4% -0.1% 8.7 26,466 +354 5 —
☆DFAU funds › DIMENSIONAL ETF TRUST ADD — 1.4% +0.0% 8.3 161,282 +10,000 5 —
☆DUSB funds › DIMENSIONAL ETF TRUST ADD — 1.3% -0.2% 7.9 154,640 +8,160 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 1.3% +0.1% 7.8 39,059 +5,649 5 —
☆AMZN funds › AMAZON COM INC ADD — 1.2% +0.0% 7.0 29,425 +1,599 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION ADD — 1.0% -0.2% 5.9 6,258 +53 5 —
☆RDVY funds › FIRST TR EXCHANGE TRADED FD ADD — 0.9% +0.1% 5.4 66,401 +10,000 5 —
☆AVLV funds › AMERICAN CENTY ETF TR ADD — 0.8% +0.3% 4.8 53,141 +24,000 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.8% -0.0% 4.8 12,922 +185 5 —
☆AVIG funds › AMERICAN CENTY ETF TR ADD — 0.8% -0.1% 4.7 114,663 +1,271 5 —
☆WMT funds › WALMART INC ADD — 0.7% -0.2% 4.5 39,744 +1,641 5 —
☆SCHD funds › SCHWAB STRATEGIC TR NEW — 0.7% +0.7% 4.2 133,048 +133,048 1 —
☆IVV funds › ISHARES TR ADD — 0.7% -0.0% 4.0 5,325 +79 5 —
☆V funds › VISA INC ADD — 0.6% +0.1% 3.9 11,491 +1,497 5 —
☆IVW funds › ISHARES TR HOLD — 0.6% +0.0% 3.8 27,280 +0 5 —
☆FNDX funds › SCHWAB STRATEGIC TR NEW — 0.6% +0.6% 3.7 120,000 +120,000 1 —
☆ADI funds › ANALOG DEVICES INC ADD — 0.6% +0.0% 3.7 9,385 +235 5 —
☆XLK funds › SELECT SECTOR SPDR TR HOLD — 0.6% +0.1% 3.7 19,324 +0 5 —
☆MINT funds › PIMCO ETF TR ADD — 0.6% +0.4% 3.5 34,705 +27,618 5 —
☆AVGO funds › BROADCOM INC ADD — 0.5% +0.1% 3.3 8,860 +1,345 5 —
☆LLY funds › ELI LILLY & CO TRIM — 0.5% +0.0% 3.0 2,534 -38 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.5% -0.2% 2.9 21,428 +43 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.5% -0.2% 2.8 16,837 +1,177 5 —
☆PSX funds › PHILLIPS 66 TRIM — 0.4% -0.1% 2.6 15,103 -50 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.4% -0.0% 2.5 9,980 +214 5 —
☆MCD funds › MCDONALDS CORP TRIM — 0.3% -0.1% 2.1 7,604 -101 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.3% -0.1% 2.0 4,088 -215 5 —
☆LOW funds › LOWES COS INC TRIM — 0.3% -0.1% 2.0 8,984 -353 5 —
☆QUAL funds › ISHARES TR TRIM — 0.3% -0.0% 1.8 8,226 -104 5 —
☆TBIL funds › RBB FD INC ADD — 0.3% +0.2% 1.7 35,063 +25,227 3 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.3% -0.0% 1.7 19,517 +2,831 5 —
☆BLK funds › BLACKROCK INC ADD — 0.3% +0.0% 1.6 1,688 +398 5 —
☆EMR funds › EMERSON ELEC CO HOLD — 0.3% -0.0% 1.6 10,972 +0 5 —
☆LHX funds › L3HARRIS TECHNOLOGIES INC ADD — 0.3% -0.1% 1.6 5,379 +500 5 —
☆SYK funds › STRYKER CORPORATION TRIM — 0.3% -0.1% 1.5 4,889 -11 5 —
☆IVE funds › ISHARES TR TRIM — 0.2% -0.0% 1.5 6,650 -138 5 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.2% -0.1% 1.4 15,483 -2,263 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.2% -0.1% 1.4 6,091 -908 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.2% -0.0% 1.3 4,836 +0 5 —
☆IWM funds › ISHARES TR ADD — 0.2% +0.0% 1.3 4,237 +17 5 —
☆LIN funds › LINDE PLC ADD — 0.2% -0.0% 1.3 2,415 +5 5 —
☆ET funds › ENERGY TRANSFER L P ADD — 0.2% +0.0% 1.2 64,522 +15,750 5 —
☆ABBV funds › ABBVIE INC ADD — 0.2% -0.0% 1.2 4,847 +18 5 —
☆DE funds › DEERE & CO HOLD — 0.2% -0.0% 1.2 1,884 +0 5 —
☆USMV funds › ISHARES TR TRIM — 0.2% -0.0% 1.2 12,372 -140 5 —
☆CB funds › CHUBB LIMITED HOLD — 0.2% -0.0% 1.2 3,481 +0 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC HOLD — 0.2% +0.1% 1.1 1,976 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC TRIM — 0.2% +0.1% 1.1 975 -10 3 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.2% +0.2% 1.1 12,417 +12,417 1 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.2% -0.0% 1.1 7,602 +49 5 —
☆FCX funds › FREEPORT MCMORAN INC HOLD — 0.2% -0.0% 1.1 17,620 +0 5 —
☆PANW funds › PALO ALTO NETWORKS INC ADD — 0.2% +0.1% 1.1 3,137 +1,450 5 —
☆CL funds › COLGATE PALMOLIVE CO HOLD — 0.2% -0.0% 1.0 10,754 +0 5 —
☆GD funds › GENERAL DYNAMICS CORP HOLD — 0.2% -0.0% 1.0 2,747 +0 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST NEW — 0.2% +0.2% 1.0 25,000 +25,000 1 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 0.2% -0.0% 0.9 1,268 -29 5 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.2% +0.0% 0.9 18,250 +4,000 5 —
☆AFL funds › AFLAC INC TRIM Common Stock 0.2% -0.0% 0.9 7,939 -464 5 —
☆SMH funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.9 1,364 +1,364 1 —
☆DUHP funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.9 21,087 +0 5 —
☆BX funds › BLACKSTONE INC ADD — 0.1% +0.1% 0.9 7,437 +5,225 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.1% +0.0% 0.8 2,300 +0 5 —
☆MRK funds › MERCK & CO INC ADD — 0.1% -0.0% 0.8 6,274 +341 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% +0.1% 0.8 4,246 +2,067 5 —
☆IWF funds › ISHARES TR ADD — 0.1% -0.0% 0.8 6,228 +4,671 5 —
☆GBCI funds › GLACIER BANCORP INC NEW HOLD — 0.1% -0.0% 0.7 14,531 +0 5 —
☆INTC funds › INTEL CORP HOLD — 0.1% +0.1% 0.7 5,120 +0 2 —
☆PM funds › PHILIP MORRIS INTL INC ADD — 0.1% -0.0% 0.7 3,877 +48 5 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.1% +0.1% 0.7 919 +919 1 —
☆APD funds › AIR PRODUCTS AND CHEMICALS I TRIM — 0.1% -0.0% 0.7 2,369 -73 5 —
☆BA funds › BOEING CO ADD — 0.1% +0.0% 0.7 3,091 +1,530 5 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.1% +0.0% 0.7 15,992 +10,000 4 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 0.7 1,809 -215 5 —
☆T funds › AT&T INC ADD — 0.1% -0.1% 0.6 31,259 +1,160 5 —
☆AVMU funds › AMERICAN CENTY ETF TR HOLD — 0.1% -0.0% 0.6 13,437 +0 3 —
☆BAC funds › BANK OF AMER CORP NEW — 0.1% +0.1% 0.6 10,848 +10,848 1 —
☆BN funds › BROOKFIELD CORP ADD — 0.1% -0.0% 0.6 14,483 +242 5 —
☆CSCO funds › CISCO SYS INC ADD — 0.1% +0.0% 0.6 5,193 +173 5 —
☆MO funds › ALTRIA GROUP INC ADD — 0.1% -0.0% 0.6 8,431 +85 5 —
☆DISV funds › DIMENSIONAL ETF TRUST NEW — 0.1% +0.1% 0.6 15,000 +15,000 1 —
☆GSLC funds › GOLDMAN SACHS ETF TR HOLD — 0.1% -0.0% 0.6 4,193 +0 5 —
☆SHEL funds › SHELL PLC HOLD — 0.1% -0.0% 0.6 7,520 +0 5 —
☆KO funds › COCA COLA CO ADD — 0.1% -0.0% 0.6 6,981 +592 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC HOLD — 0.1% -0.0% 0.6 4,042 +0 5 —
☆QLYS funds › QUALYS INC NEW — 0.1% +0.1% 0.5 4,000 +4,000 1 —
☆VLO funds › VALERO ENERGY CORP HOLD — 0.1% -0.0% 0.5 2,083 +0 5 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.1% -0.0% 0.5 989 +0 5 —
☆SNOW funds › SNOWFLAKE INC NEW — 0.1% +0.1% 0.5 2,020 +2,020 1 —
☆TMUS funds › T-MOBILE US INC NEW — 0.1% +0.1% 0.5 3,035 +3,035 1 —
☆META funds › META PLATFORMS INC ADD — 0.1% -0.0% 0.5 897 +2 5 —
☆FBIZ funds › FIRST BUSINESS FINL SVCS INC HOLD — 0.1% -0.0% 0.5 8,000 +0 5 —
☆IJK funds › ISHARES TR TRIM — 0.1% -0.0% 0.5 4,249 -108 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.1% -0.0% 0.5 1,769 +31 5 —
☆HYMB funds › SPDR SERIES TRUST TRIM — 0.1% -0.1% 0.5 19,537 -8,368 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS HOLD — 0.1% -0.0% 0.5 5,000 +0 5 —
☆SNA funds › SNAP ON INC TRIM — 0.1% -0.0% 0.5 1,219 -29 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.5 692 -287 5 —
☆COP funds › CONOCOPHILLIPS ADD — 0.1% -0.0% 0.5 4,558 +15 5 —
☆MISL funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.5 10,000 +10,000 1 —
☆MANH funds › MANHATTAN ASSOCIATES INC NEW — 0.1% +0.1% 0.5 3,250 +3,250 1 —
☆EVRG funds › EVERGY INC HOLD — 0.1% -0.0% 0.4 5,180 +0 5 —
☆PEP funds › PEPSICO INC TRIM — 0.1% -0.0% 0.4 3,244 -5 5 —
☆AXON funds › AXON ENTERPRISE INC HOLD — 0.1% +0.0% 0.4 750 +0 5 —
☆DUK funds › DUKE ENERGY CORP NEW ADD — 0.1% +0.0% 0.4 3,318 +1,538 5 —
☆CSX funds › CSX CORP HOLD — 0.1% -0.0% 0.4 8,784 +0 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.4 3,488 +3,052 5 —
☆USB funds › US BANCORP ADD — 0.1% +0.0% 0.4 6,804 +295 3 —
☆ADBE funds › ADOBE INC NEW — 0.1% +0.1% 0.4 2,000 +2,000 1 —
☆ENB funds › ENBRIDGE INC HOLD — 0.1% -0.0% 0.4 7,513 +0 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.0% 0.4 7,000 -2,954 5 —
☆FMHI funds › FIRST TR EXCH TRADED FD III HOLD — 0.1% -0.0% 0.4 8,000 +0 5 —
☆TSLA funds › TESLA INC ADD — 0.1% -0.0% 0.4 919 +17 5 —
☆IYM funds › ISHARES TR HOLD — 0.1% -0.0% 0.4 2,145 +0 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.4 9,075 +153 5 —
☆GRID funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.4 2,000 +2,000 1 —
☆QCOM funds › QUALCOMM INC ADD — 0.1% +0.0% 0.4 2,054 +150 5 —
☆XLY funds › SELECT SECTOR SPDR TR TRIM — 0.1% -0.0% 0.4 3,210 -106 5 —
☆HD funds › HOME DEPOT INC ADD — 0.1% -0.0% 0.4 1,057 +16 5 —
☆BDX funds › BECTON DICKINSON & CO NEW — 0.1% +0.1% 0.4 2,450 +2,450 1 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L HOLD — 0.1% -0.0% 0.4 9,888 +0 2 —
☆XLF funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.4 6,726 +0 5 —
☆O funds › REALTY INCOME CORP ADD — 0.1% -0.0% 0.3 5,475 +250 5 —
☆USHY funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 9,141 +0 5 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP NEW — 0.1% +0.1% 0.3 1,968 +1,968 1 —
☆ITW funds › ILLINOIS TOOL WKS INC TRIM — 0.1% -0.0% 0.3 1,241 -123 5 —
☆AIRR funds › FIRST TR EXCHANGE TRADED FD NEW — 0.1% +0.1% 0.3 2,500 +2,500 1 —
☆SPMD funds › SPDR SERIES TRUST HOLD — 0.1% -0.0% 0.3 4,906 +0 5 —
☆FDL funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.1% -0.0% 0.3 6,802 -121 5 —
☆AMT funds › AMERICAN TOWER CORP TRIM — 0.1% -0.0% 0.3 1,979 -702 5 —
☆CNI funds › CANADIAN NATL RY CO HOLD — 0.1% -0.0% 0.3 2,700 +0 5 —
☆MSI funds › MOTOROLA SOLUTIONS INC NEW — 0.1% +0.1% 0.3 767 +767 1 —
☆DIHP funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.0% 0.3 9,218 +0 5 —
☆ECL funds › ECOLAB INC ADD — 0.1% -0.0% 0.3 1,119 +9 5 —
☆XLI funds › SELECT SECTOR SPDR TR HOLD — 0.1% -0.0% 0.3 1,650 +0 5 —
☆GIC funds › GLOBAL INDUSTRIAL COMPANY NEW — 0.0% +0.0% 0.3 9,000 +9,000 1 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.0% -0.0% 0.3 3,498 +0 5 —
☆PH funds › PARKER-HANNIFIN CORP NEW — 0.0% +0.0% 0.3 305 +305 1 —
☆WELL funds › WELLTOWER INC HOLD — 0.0% -0.0% 0.3 1,200 +0 5 —
☆FLOC funds › FLOWCO HLDGS INC NEW — 0.0% +0.0% 0.3 12,600 +12,600 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.3 1,244 +8 5 —
☆GE funds › GE AEROSPACE NEW — 0.0% +0.0% 0.3 700 +700 1 —
☆ADT funds › ADT INC DEL NEW Common Stock 0.0% +0.0% 0.3 40,000 +40,000 1 —
☆CUSIP:78409V112 funds › S&P GLOBAL INC NEW — 0.0% +0.0% 0.3 637 +637 1 —
☆NVS funds › NOVARTIS AG ADD — 0.0% -0.0% 0.3 1,633 +33 5 —
☆ETN funds › EATON CORP PLC HOLD — 0.0% +0.0% 0.3 600 +0 2 —
☆CMI funds › CUMMINS INC NEW — 0.0% +0.0% 0.3 355 +355 1 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.0% -0.0% 0.3 8,496 +0 5 —
☆NFLX funds › NETFLIX INC. HOLD — 0.0% -0.0% 0.2 3,500 +0 5 —
☆MA funds › MASTERCARD INCORPORATED HOLD — 0.0% -0.0% 0.2 465 +0 5 —
☆IJH funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 3,073 +0 4 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.0% +0.0% 0.2 8,000 +8,000 1 —
☆CLX funds › CLOROX CO DEL HOLD — 0.0% -0.0% 0.2 2,390 +0 5 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY HOLD — 0.0% -0.0% 0.2 2,599 +0 2 —
☆PFE funds › PFIZER INC ADD — 0.0% -0.0% 0.2 9,242 +81 5 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO HOLD — 0.0% -0.0% 0.2 3,800 +0 3 —
☆DVY funds › ISHARES TR HOLD — 0.0% -0.0% 0.2 1,400 +0 2 —
☆RSG funds › REPUBLIC SVCS INC ADD — 0.0% -0.0% 0.2 1,013 +13 5 —
☆TRV funds › TRAVELERS COMPANIES INC NEW — 0.0% +0.0% 0.2 649 +649 1 —
☆KMB funds › KIMBERLY-CLARK CORP NEW — 0.0% +0.0% 0.2 1,913 +1,913 1 —
☆GEV funds › GE VERNOVA INC NEW — 0.0% +0.0% 0.2 178 +178 1 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.0% -0.0% 0.2 409 +6 2 —
☆MDLZ funds › MONDELEZ INTL INC HOLD — 0.0% -0.0% 0.2 3,576 +0 2 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.2 2,362 +64 2 —
☆CTAS funds › CINTAS CORP HOLD — 0.0% -0.0% 0.2 1,200 +0 5 —
☆MRSH funds › MARSH & MCLENNAN COS INC NEW — 0.0% +0.0% 0.2 1,200 +1,200 1 —
☆DIV funds › GLOBAL X FDS NEW — 0.0% +0.0% 0.2 10,050 +10,050 1 —
☆CMRE funds › COSTAMARE INC NEW — 0.0% +0.0% 0.2 10,742 +10,742 1 —
☆ACN funds › ACCENTURE PLC IRELAND EXIT — 0.0% -0.1% 0.0 0 -1,955 0 —
☆ITA funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -939 0 —
☆STCE funds › SCHWAB STRATEGIC TR EXIT — 0.0% -0.0% 0.0 0 -4,268 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -0.1% 0.0 0 -637 0 —
☆AEYE funds › AUDIOEYE INC EXIT — 0.0% -0.0% 0.0 0 -24,483 0 —
☆DFGR funds › DIMENSIONAL ETF TRUST EXIT — 0.0% -0.6% 0.0 0 -114,599 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -1,135 0 —
☆HSY funds › HERSHEY CO EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 609 183 0.08 54% 0.044 0.594 — in
2026Q1 513 158 0.04 57% 0.046 0.683 — in
2025Q4 519 156 0.02 57% 0.046 0.674 — in
2025Q3 501 156 0.04 57% 0.046 0.648 — in
2025Q2 480 161 0.11 56% 0.044 0.538 — entered
2025Q1 452 166 0.00 51% 0.038 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