☆Disciplined Investments, LLC
Quality Q
0.414
AUM ($M)
310
Positions
144
Turnover
0.05
Top-10 wt
40%
Herfindahl
0.024
History (qtrs)
6
Excess Return
—
AI Eval Run AI Eval
Holdings · 147 positions · portfolio value $310M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.0% | -0.1% | 18.5 | 341,670 | +19,258 | 5 | — |
| ☆DFLV funds › | DIMENSIONAL ETF TRUST | ADD | — | 5.4% | +0.4% | 16.9 | 426,625 | +29,002 | 5 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.5% | +0.2% | 13.9 | 291,464 | +39,451 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.1% | +0.3% | 12.6 | 180,235 | +10,112 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.9% | +0.3% | 12.1 | 299,702 | +7,330 | 5 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 3.7% | +0.0% | 11.3 | 194,611 | +20,881 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 3.4% | -0.2% | 10.5 | 133,040 | +5,360 | 5 | — |
| ☆DFIS funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.1% | -0.1% | 9.6 | 274,142 | +12,124 | 5 | — |
| ☆SJNK funds › | SPDR SERIES TRUST | ADD | — | 3.1% | -0.1% | 9.6 | 383,015 | +29,181 | 5 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.8% | +0.3% | 8.7 | 207,790 | +16,161 | 5 | — |
| ☆PSX funds › | PHILLIPS 66 | ADD | — | 2.6% | -0.2% | 8.1 | 47,936 | +5,155 | 5 | — |
| ☆JBHT funds › | HUNT J B TRANS SVCS INC | TRIM | — | 2.6% | -0.2% | 8.1 | 27,980 | -9,390 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 2.6% | +0.1% | 8.0 | 92,456 | +76,741 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 2.2% | -0.0% | 6.9 | 28,624 | -1,013 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 1.8% | +0.1% | 5.6 | 45,338 | +34,019 | 5 | — |
| ☆DIHP funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.8% | +0.1% | 5.4 | 159,064 | +14,555 | 5 | — |
| ☆EFV funds › | ISHARES TR | TRIM | — | 1.5% | -0.1% | 4.8 | 62,393 | -69 | 5 | — |
| ☆DFAR funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.5% | +0.1% | 4.7 | 178,662 | +11,023 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 1.5% | +0.0% | 4.5 | 20,804 | +74 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | TRIM | — | 1.4% | -0.0% | 4.3 | 44,281 | -110 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | ADD | — | 1.3% | -0.2% | 4.1 | 39,221 | +7,535 | 5 | — |
| ☆TFLO funds › | ISHARES TR | TRIM | — | 1.3% | -0.2% | 4.1 | 80,405 | -4,277 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 1.3% | +0.1% | 4.0 | 48,447 | -601 | 5 | — |
| ☆EFG funds › | ISHARES TR | ADD | — | 1.1% | +0.0% | 3.6 | 28,603 | +156 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.1% | -0.3% | 3.5 | 30,914 | -700 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 1.1% | +0.0% | 3.5 | 58,442 | +690 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.1% | -0.0% | 3.4 | 62,156 | -3,396 | 5 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | TRIM | — | 1.1% | +0.1% | 3.3 | 9,116 | -200 | 5 | — |
| ☆SCZ funds › | ISHARES TR | TRIM | — | 1.0% | -0.1% | 3.1 | 37,414 | -1,079 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.9% | +0.0% | 2.8 | 9,848 | -140 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.9% | +0.0% | 2.8 | 14,099 | +15 | 5 | — |
| ☆VNQI funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.9% | -0.1% | 2.7 | 59,999 | -2,414 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.8% | +0.0% | 2.6 | 3,496 | +5 | 5 | — |
| ☆CWB funds › | SPDR SERIES TRUST | TRIM | — | 0.8% | +0.0% | 2.5 | 23,446 | -545 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.8% | +0.0% | 2.4 | 3,188 | -45 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.7% | -0.0% | 2.3 | 23,432 | +565 | 5 | — |
| ☆PFF funds › | ISHARES TR | ADD | — | 0.7% | -0.1% | 2.2 | 73,230 | +338 | 5 | — |
| ☆OKE funds › | ONEOK INC NEW | TRIM | — | 0.7% | -0.2% | 2.2 | 25,161 | -2,767 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 0.7% | +0.1% | 2.0 | 6,719 | +54 | 5 | — |
| ☆ATCL funds › | REX ETF TR | NEW | — | 0.6% | +0.6% | 2.0 | 80,708 | +80,708 | 1 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.6% | -0.1% | 1.9 | 23,267 | -714 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.6% | +0.1% | 1.9 | 2,603 | -13 | 5 | — |
| ☆VWOB funds › | VANGUARD WHITEHALL FDS | ADD | — | 0.6% | -0.0% | 1.9 | 28,252 | +986 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 0.6% | +0.0% | 1.8 | 36,095 | +4,072 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | TRIM | — | 0.6% | -0.1% | 1.8 | 35,282 | -511 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | ADD | — | 0.6% | +0.0% | 1.7 | 2,468 | +4 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.6% | -0.2% | 1.7 | 12,672 | +125 | 5 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.6% | -0.0% | 1.7 | 19,445 | +164 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.5% | -0.0% | 1.4 | 18,587 | -1,433 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.5% | +0.1% | 1.4 | 7,475 | +0 | 5 | — |
| ☆LQD funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 1.4 | 13,045 | +480 | 5 | — |
| ☆EWT funds › | ISHARES INC | TRIM | — | 0.4% | +0.1% | 1.4 | 12,780 | -69 | 5 | — |
| ☆GARP funds › | ISHARES TR | HOLD | — | 0.4% | +0.1% | 1.4 | 16,766 | +0 | 5 | — |
| ☆IWN funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 1.3 | 5,873 | +16 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.4% | +0.2% | 1.2 | 2,090 | +25 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 0.4% | +0.0% | 1.2 | 3,931 | -19 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.4% | -0.1% | 1.2 | 20,006 | -333 | 5 | — |
| ☆IWO funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 1.1 | 2,892 | -8 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.4% | +0.1% | 1.1 | 3,767 | +2 | 5 | — |
| ☆AJG funds › | GALLAGHER ARTHUR J & CO | TRIM | — | 0.3% | -0.1% | 1.0 | 4,419 | -847 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | +0.0% | 1.0 | 4,074 | -5 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.3% | -0.0% | 0.9 | 2,493 | +3 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | +0.0% | 0.9 | 21,682 | +2,341 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.3% | +0.0% | 0.8 | 10,459 | +7,845 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.3% | +0.1% | 0.8 | 788 | +1 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.8 | 7,949 | -703 | 5 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.3% | -0.0% | 0.8 | 20,201 | -1,401 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.2% | +0.0% | 0.8 | 2,741 | +74 | 4 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.8 | 5,518 | -60 | 5 | — |
| ☆DFNM funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.2% | +0.0% | 0.7 | 15,276 | +1,561 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.2% | +0.0% | 0.7 | 7,963 | +441 | 5 | — |
| ☆STIP funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 6,913 | +891 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.2% | +0.0% | 0.7 | 2,880 | +102 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.2% | +0.2% | 0.7 | 578 | +578 | 1 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 0.6 | 8,276 | +68 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 0.6 | 4,154 | -500 | 5 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.6 | 2,741 | -214 | 5 | — |
| ☆VRP funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.2% | +0.0% | 0.6 | 25,082 | +7,518 | 5 | — |
| ☆BALT funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.2% | -0.0% | 0.6 | 17,784 | +0 | 3 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.2% | -0.1% | 0.6 | 11,086 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.0% | 0.6 | 2,271 | +1 | 3 | — |
| ☆NUV funds › | NUVEEN MUN VALUE FD INC | TRIM | — | 0.2% | -0.0% | 0.6 | 61,977 | -3,503 | 5 | — |
| ☆TRP funds › | TC ENERGY CORP | HOLD | — | 0.2% | -0.0% | 0.6 | 8,611 | +0 | 5 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.2% | -0.0% | 0.6 | 12,074 | -317 | 5 | — |
| ☆ET funds › | ENERGY TRANSFER L P | ADD | — | 0.2% | -0.0% | 0.6 | 29,216 | +384 | 5 | — |
| ☆WMB funds › | WILLIAMS COS INC | TRIM | — | 0.2% | -0.0% | 0.6 | 7,510 | -31 | 5 | — |
| ☆QUAL funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.5 | 2,503 | +0 | 5 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | -0.0% | 0.5 | 13,357 | -28 | 5 | — |
| ☆VDE funds › | VANGUARD WORLD FD | ADD | — | 0.2% | -0.0% | 0.5 | 3,524 | +23 | 5 | — |
| ☆SHYG funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.5 | 11,777 | -55 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.2% | +0.0% | 0.5 | 1,325 | +13 | 5 | — |
| ☆CATH funds › | GLOBAL X FDS | HOLD | — | 0.2% | +0.0% | 0.5 | 5,499 | +0 | 5 | — |
| ☆AAON funds › | AAON INC | NEW | Common Stock | 0.2% | +0.2% | 0.5 | 3,812 | +3,812 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.2% | +0.0% | 0.5 | 1,448 | +65 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.1% | -0.0% | 0.5 | 1,908 | +1 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.1% | +0.0% | 0.4 | 1,170 | -45 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.1% | +0.1% | 0.4 | 1,220 | +479 | 3 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 1,045 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.1% | +0.0% | 0.4 | 352 | +3 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.4 | 14,334 | +0 | 5 | — |
| ☆FREL funds › | FIDELITY COVINGTON TRUST | HOLD | — | 0.1% | -0.0% | 0.4 | 13,976 | +0 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.4 | 4,890 | +0 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.1% | -0.0% | 0.4 | 2,488 | +0 | 5 | — |
| ☆FLOT funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.4 | 7,696 | -377 | 5 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 0.1% | -0.0% | 0.4 | 1,635 | +20 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.4 | 1,033 | +1 | 5 | — |
| ☆PDI funds › | PIMCO DYNAMIC INCOME FD | ADD | — | 0.1% | -0.0% | 0.4 | 21,037 | +413 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 4,850 | -633 | 5 | — |
| ☆SFLR funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 8,832 | +0 | 3 | — |
| ☆REZ funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 3,583 | +0 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.1% | +0.0% | 0.3 | 7,595 | +1,319 | 2 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | HOLD | — | 0.1% | -0.0% | 0.3 | 8,848 | +0 | 2 | — |
| ☆SLQD funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.3 | 6,426 | +22 | 5 | — |
| ☆GOF funds › | GUGGENHEIM STRATEGIC OPPORTU | ADD | — | 0.1% | -0.0% | 0.3 | 27,956 | +393 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.1% | +0.0% | 0.3 | 3,752 | +185 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | ADD | — | 0.1% | -0.0% | 0.3 | 6,977 | +1 | 2 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.1% | +0.0% | 0.3 | 251 | +3 | 2 | — |
| ☆OGE funds › | OGE ENERGY CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 5,747 | +0 | 2 | — |
| ☆OMC funds › | OMNICOM GROUP INC | ADD | — | 0.1% | -0.0% | 0.3 | 3,831 | +3 | 2 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.1% | -0.0% | 0.3 | 553 | -28 | 5 | — |
| ☆IGSB funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 5,086 | +0 | 5 | — |
| ☆HOMB funds › | HOME BANCSHARES INC | HOLD | — | 0.1% | -0.0% | 0.3 | 9,269 | +0 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.1% | +0.0% | 0.3 | 4,525 | +2 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.1% | -0.0% | 0.3 | 1,010 | -12 | 3 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.1% | -0.0% | 0.3 | 12,266 | -150 | 2 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,948 | +13 | 2 | — |
| ☆ITOT funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.2 | 1,501 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.1% | +0.1% | 0.2 | 2,042 | +2,042 | 1 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.1% | -0.0% | 0.2 | 3,086 | +34 | 4 | — |
| ☆PAGP funds › | PLAINS GP HLDGS L P | TRIM | — | 0.1% | -0.0% | 0.2 | 9,794 | -1,300 | 2 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.1% | -0.0% | 0.2 | 253 | -1 | 2 | — |
| ☆PBA funds › | PEMBINA PIPELINE CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 5,000 | +0 | 2 | — |
| ☆MUSA funds › | MURPHY USA INC | HOLD | — | 0.1% | -0.0% | 0.2 | 427 | +0 | 2 | — |
| ☆HUBB funds › | HUBBELL INC | TRIM | — | 0.1% | -0.0% | 0.2 | 436 | -25 | 3 | — |
| ☆IBUF funds › | INNOVATOR ETFS TRUST | HOLD | — | 0.1% | -0.0% | 0.2 | 6,981 | +0 | 3 | — |
| ☆PNOV funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 4,835 | +4,835 | 1 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.2 | 1,558 | +75 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.1% | -0.0% | 0.2 | 2,188 | +2 | 2 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.1% | -0.0% | 0.2 | 2,768 | +0 | 2 | — |
| ☆ZFEB funds › | INNOVATOR ETFS TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 7,827 | +7,827 | 1 | — |
| ☆PTY funds › | PIMCO CORPORATE & INCOME OPP | HOLD | — | 0.1% | -0.0% | 0.2 | 15,000 | +0 | 5 | — |
| ☆FBRT funds › | FRANKLIN BSP RLTY TR INC | HOLD | — | 0.0% | -0.0% | 0.1 | 12,000 | +0 | 3 | — |
| ☆PFFL funds › | UBS AG LONDON BRANCH | HOLD | — | 0.0% | -0.0% | 0.1 | 12,628 | +0 | 4 | — |
| ☆PNNT funds › | PENNANTPARK INVT CORP | HOLD | — | 0.0% | -0.0% | 0.1 | 17,000 | +0 | 4 | — |
| ☆ARLP funds › | ALLIANCE RESOURCE PARTNERS L | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -67,716 | 0 | — |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -9,778 | 0 | — |
| ☆NUW funds › | NUVEEN AMT-FREE MUN VALUE FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,208 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 310 | 144 | 0.05 | 40% | 0.024 | 0.413 | — | in |
| 2026Q1 | 279 | 141 | 0.05 | 39% | 0.023 | 0.392 | — | in |
| 2025Q4 | 260 | 130 | 0.04 | 39% | 0.023 | 0.344 | — | in |
| 2025Q3 | 251 | 128 | 0.04 | 38% | 0.022 | 0.348 | — | in |
| 2025Q2 | 236 | 124 | 0.06 | 37% | 0.022 | 0.335 | — | entered |
| 2025Q1 | 218 | 126 | 0.00 | 35% | 0.020 | 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