☆CLIENT 1ST ADVISORY GROUP, LLC
Quality Q
0.608
AUM ($M)
372
Positions
142
Turnover
0.04
Top-10 wt
55%
Herfindahl
0.053
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 150 positions · portfolio value $372M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 14.1% | +0.4% | 52.7 | 599,273 | +8,905 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 13.8% | -0.1% | 51.5 | 1,161,033 | -14,314 | 5 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.1% | -0.4% | 15.2 | 360,171 | +10,415 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 4.0% | -0.4% | 15.0 | 403,078 | -10,190 | 5 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.9% | -0.4% | 14.4 | 301,973 | +5,365 | 5 | — |
| ☆ESGU funds › | ISHARES TR | TRIM | — | 3.6% | -0.0% | 13.5 | 82,557 | -2,262 | 5 | — |
| ☆EFV funds › | ISHARES TR | ADD | — | 3.2% | -0.1% | 12.1 | 157,489 | +9,426 | 5 | — |
| ☆EFG funds › | ISHARES TR | ADD | — | 3.0% | +0.2% | 11.0 | 88,775 | +6,661 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 2.9% | -0.3% | 10.7 | 230,945 | +6,937 | 5 | — |
| ☆QUAL funds › | ISHARES TR | ADD | — | 2.7% | +0.2% | 10.2 | 46,504 | +2,427 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | TRIM | — | 2.5% | +0.1% | 9.4 | 230,175 | -1,237 | 5 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | ADD | — | 2.3% | +0.2% | 8.6 | 125,849 | +8,819 | 5 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | ADD | — | 2.3% | -0.2% | 8.4 | 365,009 | +13,999 | 5 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.9% | +0.1% | 7.2 | 185,408 | +14,891 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.9% | +0.1% | 7.0 | 34,821 | +1,912 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 1.8% | +0.1% | 6.8 | 19,107 | -168 | 5 | — |
| ☆IVW funds › | ISHARES TR | ADD | — | 1.8% | +0.2% | 6.5 | 47,573 | +2,091 | 5 | — |
| ☆IXC funds › | ISHARES TR | ADD | — | 1.5% | -0.4% | 5.6 | 114,299 | +7,472 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 1.4% | -0.1% | 5.2 | 54,539 | +3,599 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 1.3% | -0.1% | 4.8 | 20,216 | -240 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.1% | +0.1% | 4.3 | 14,781 | +1,087 | 5 | — |
| ☆IYW funds › | ISHARES TR | ADD | — | 1.1% | +0.2% | 4.1 | 16,287 | +220 | 5 | — |
| ☆EMXC funds › | ISHARES INC | ADD | — | 0.9% | +0.1% | 3.3 | 31,911 | +602 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.8% | +0.0% | 3.0 | 3,993 | -1 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.8% | -0.3% | 2.9 | 21,253 | +393 | 5 | — |
| ☆IFRA funds › | ISHARES TR | ADD | — | 0.7% | +0.0% | 2.7 | 42,545 | +3,261 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.7% | +0.1% | 2.6 | 10,831 | +852 | 5 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | ADD | — | 0.7% | -0.0% | 2.4 | 46,749 | +2,155 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.6% | -0.0% | 2.4 | 6,487 | +671 | 5 | — |
| ☆FTEC funds › | FIDELITY COVINGTON TRUST | TRIM | — | 0.6% | +0.1% | 2.1 | 7,441 | -399 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.5% | +0.1% | 2.0 | 1,705 | +107 | 5 | — |
| ☆VLUE funds › | ISHARES TR | HOLD | — | 0.5% | +0.1% | 2.0 | 10,057 | +0 | 5 | — |
| ☆XSOE funds › | WISDOMTREE TR | HOLD | — | 0.5% | +0.0% | 1.8 | 35,637 | +0 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.5% | +0.0% | 1.7 | 20,851 | -216 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | ADD | — | 0.4% | +0.2% | 1.6 | 3,794 | +94 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 0.4% | +0.1% | 1.6 | 3,366 | +0 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 0.4% | +0.2% | 1.6 | 2,186 | +56 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | HOLD | — | 0.4% | -0.0% | 1.5 | 20,591 | +0 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.4% | +0.1% | 1.4 | 3,774 | +571 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.4% | +0.0% | 1.3 | 1,802 | -24 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.4% | -0.0% | 1.3 | 2,337 | +269 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.3% | -0.0% | 1.3 | 2,536 | +70 | 5 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.3% | +0.0% | 1.3 | 14,680 | +11,744 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.3% | +0.1% | 1.3 | 3,521 | +638 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.3% | +0.0% | 1.2 | 3,659 | +155 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.3% | +0.0% | 1.2 | 1,578 | +61 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 1.1 | 7,363 | +478 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.3% | -0.0% | 1.0 | 5,672 | +5,450 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 1.0 | 9,633 | -933 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.3% | +0.1% | 1.0 | 2,298 | +522 | 3 | — |
| ☆ITOT funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.9 | 5,680 | +0 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.2% | +0.0% | 0.9 | 2,637 | +257 | 5 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.1% | 0.9 | 16,342 | +237 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.2% | -0.0% | 0.9 | 5,501 | -330 | 5 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | HOLD | — | 0.2% | -0.0% | 0.8 | 16,050 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.2% | +0.1% | 0.8 | 750 | +94 | 5 | — |
| ☆GOVT funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.8 | 34,730 | -90 | 5 | — |
| ☆WPC funds › | WP CAREY INC | TRIM | — | 0.2% | -0.0% | 0.8 | 10,995 | -213 | 5 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.8 | 3,357 | -182 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.2% | -0.1% | 0.8 | 4,545 | +309 | 5 | — |
| ☆COR funds › | CENCORA INC | TRIM | — | 0.2% | -0.1% | 0.7 | 2,601 | -27 | 5 | — |
| ☆RODM funds › | LATTICE STRATEGIES TR | HOLD | — | 0.2% | -0.0% | 0.7 | 18,014 | +0 | 5 | — |
| ☆IQV funds › | IQVIA HLDGS INC | HOLD | — | 0.2% | +0.0% | 0.7 | 3,589 | +0 | 5 | — |
| ☆IXUS funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.7 | 7,173 | -40 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.2% | -0.0% | 0.7 | 7,089 | +286 | 5 | — |
| ☆ACWI funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.7 | 4,264 | +0 | 5 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.7 | 6,800 | -124 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.2% | -0.0% | 0.6 | 1,796 | -323 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.2% | +0.0% | 0.6 | 3,470 | +541 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.2% | -0.0% | 0.6 | 6,792 | +195 | 5 | — |
| ☆MGC funds › | VANGUARD WORLD FD | TRIM | — | 0.2% | -0.0% | 0.6 | 2,195 | -106 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.6 | 7,776 | -6 | 5 | — |
| ☆FALN funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.6 | 21,069 | -158 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.2% | -0.0% | 0.6 | 9,517 | +0 | 5 | — |
| ☆SIZE funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.6 | 3,124 | +0 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.5 | 6,644 | +4,983 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.1% | -0.0% | 0.5 | 4,474 | +687 | 3 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.5 | 2,281 | +47 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.1% | +0.0% | 0.5 | 972 | +226 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.5 | 1,966 | +21 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.1% | -0.0% | 0.5 | 5,304 | +336 | 5 | — |
| ☆STXF funds › | EA SERIES TRUST | HOLD | — | 0.1% | +0.0% | 0.5 | 9,622 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | +0.0% | 0.4 | 1,743 | +199 | 3 | — |
| ☆XNTK funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | +0.0% | 0.4 | 1,109 | +0 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | ADD | — | 0.1% | +0.0% | 0.4 | 1,117 | +36 | 5 | — |
| ☆SCHJ funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | -0.0% | 0.4 | 17,380 | +0 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.1% | -0.0% | 0.4 | 4,393 | +288 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.4 | 1,110 | +0 | 2 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.1% | +0.0% | 0.4 | 2,135 | +47 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 4,044 | +549 | 2 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.1% | -0.0% | 0.4 | 1,412 | +12 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.4 | 4,278 | +3,585 | 5 | — |
| ☆MTUM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 1,061 | +0 | 5 | — |
| ☆HWC funds › | HANCOCK WHITNEY CORPORATION | HOLD | — | 0.1% | +0.0% | 0.4 | 4,806 | +0 | 5 | — |
| ☆NUKZ funds › | EXCHANGE TRADED CONCEPTS TRU | HOLD | — | 0.1% | -0.0% | 0.4 | 5,172 | +0 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.1% | +0.0% | 0.4 | 941 | +50 | 3 | — |
| ☆SBUX funds › | STARBUCKS CORP | ADD | — | 0.1% | +0.0% | 0.3 | 3,418 | +5 | 4 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,580 | +160 | 5 | — |
| ☆BITB funds › | BITWISE BITCOIN ETF TR | TRIM | — | 0.1% | -0.0% | 0.3 | 10,677 | -359 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 6,554 | -1,181 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 0.3 | 2,134 | +0 | 5 | — |
| ☆MSTR funds › | STRATEGY INC | TRIM | — | 0.1% | -0.1% | 0.3 | 3,870 | -41 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,758 | +2,758 | 1 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.3 | 8,878 | -1,840 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.1% | +0.0% | 0.3 | 1,264 | -6 | 4 | — |
| ☆ENB funds › | ENBRIDGE INC | HOLD | — | 0.1% | -0.0% | 0.3 | 5,719 | +0 | 5 | — |
| ☆XOP funds › | SPDR SERIES TRUST | ADD | — | 0.1% | -0.0% | 0.3 | 2,009 | +440 | 2 | — |
| ☆VONG funds › | VANGUARD SCOTTSDALE FDS | HOLD | — | 0.1% | +0.0% | 0.3 | 2,409 | +0 | 5 | — |
| ☆DFGR funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 10,583 | -1,121 | 5 | — |
| ☆TLT funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.3 | 3,486 | +3,486 | 1 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.1% | +0.0% | 0.3 | 1,381 | +115 | 5 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,124 | +1,124 | 1 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.3 | 3,476 | +0 | 5 | — |
| ☆HACK funds › | AMPLIFY ETF TR | HOLD | — | 0.1% | +0.0% | 0.3 | 2,695 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,189 | -407 | 3 | — |
| ☆TLH funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 2,785 | -197 | 5 | — |
| ☆MPC funds › | MARATHON PETE CORP | ADD | — | 0.1% | -0.0% | 0.3 | 1,075 | +31 | 2 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.1% | +0.1% | 0.3 | 908 | +908 | 1 | — |
| ☆HLT funds › | HILTON WORLDWIDE HLDGS INC | ADD | — | 0.1% | +0.0% | 0.3 | 813 | +49 | 3 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.1% | -0.0% | 0.3 | 1,798 | +81 | 5 | — |
| ☆AOA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 2,676 | -175 | 5 | — |
| ☆SPTM funds › | SPDR SERIES TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 2,865 | -435 | 4 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | ADD | — | 0.1% | -0.0% | 0.3 | 886 | +37 | 4 | — |
| ☆HEFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 5,380 | -51 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | +0.0% | 0.2 | 1,291 | +247 | 3 | — |
| ☆IHI funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 4,950 | +0 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.1% | +0.1% | 0.2 | 581 | +581 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.1% | +0.1% | 0.2 | 834 | +834 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.1% | -0.0% | 0.2 | 620 | -202 | 2 | — |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.1% | -0.0% | 0.2 | 3,190 | +596 | 2 | — |
| ☆IXG funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 1,812 | +0 | 5 | — |
| ☆WELL funds › | WELLTOWER INC | NEW | — | 0.1% | +0.1% | 0.2 | 964 | +964 | 1 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.1% | +0.1% | 0.2 | 638 | +638 | 1 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,279 | +1,279 | 1 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | ADD | — | 0.1% | -0.0% | 0.2 | 1,717 | +117 | 2 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.1% | -0.0% | 0.2 | 1,712 | +171 | 3 | — |
| ☆KORP funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.1% | -0.0% | 0.2 | 4,506 | +0 | 3 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.1% | +0.1% | 0.2 | 179 | +179 | 1 | — |
| ☆IGD funds › | VOYA GLBL EQTY DIV & PREM OP | HOLD | — | 0.0% | -0.0% | 0.1 | 16,500 | +0 | 5 | — |
| ☆DJT funds › | TRUMP MEDIA & TECHNOLOGY GRO | HOLD | — | 0.0% | -0.0% | 0.1 | 12,299 | +0 | 5 | — |
| ☆RIG funds › | TRANSOCEAN LTD | HOLD | — | 0.0% | -0.0% | 0.1 | 16,930 | +0 | 5 | — |
| ☆FNGR funds › | FINGERMOTION INC | HOLD | — | 0.0% | -0.0% | 0.0 | 14,469 | +0 | 5 | — |
| ☆IBMQ funds › | ISHARES TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -19,920 | 0 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,207 | 0 | — |
| ☆SPAB funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,326 | 0 | — |
| ☆SPMD funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,711 | 0 | — |
| ☆TRX funds › | TRX GOLD CORPORATION | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -19,941 | 0 | — |
| ☆IBMP funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,960 | 0 | — |
| ☆KO funds › | COCA COLA CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,631 | 0 | — |
| ☆AEM funds › | AGNICO EAGLE MINES LTD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,138 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 372 | 142 | 0.04 | 55% | 0.053 | 0.607 | — | in |
| 2026Q1 | 329 | 140 | 0.05 | 56% | 0.053 | 0.594 | — | in |
| 2025Q4 | 319 | 142 | 0.04 | 57% | 0.054 | 0.563 | — | in |
| 2025Q3 | 301 | 134 | 0.04 | 59% | 0.058 | 0.571 | — | in |
| 2025Q2 | 276 | 132 | 0.05 | 60% | 0.059 | 0.590 | — | entered |
| 2025Q1 | 257 | 130 | 0.00 | 61% | 0.060 | 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