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☆KWB Wealth

CIK 0001822236 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.452
AUM ($M)
1,169
Positions
169
Turnover
0.16
Top-10 wt
47%
Herfindahl
0.039
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 185 positions · portfolio value $1,169M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST ADD — 12.9% +4.2% 151.2 1,720,975 +615,232 5 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 8.1% -1.4% 95.0 798,372 -108,504 5 —
☆SPYV funds › SPDR SERIES TRUST TRIM — 7.1% -2.0% 83.0 1,365,288 -262,271 5 —
☆SPDW funds › SPDR INDEX SHS FDS TRIM — 3.4% -0.2% 39.8 788,912 -41,488 5 —
☆CGBL funds › CAPITAL GROUP CORE BALANCED ADD — 3.0% +0.7% 35.1 925,891 +254,970 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 2.6% -2.2% 30.5 448,242 -346,162 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 2.4% +0.3% 28.6 579,994 +80,395 5 —
☆SPTI funds › SPDR SERIES TRUST TRIM — 2.4% -0.9% 28.4 999,955 -165,804 3 —
☆RECS funds › COLUMBIA ETF TR I ADD — 2.4% +0.4% 27.5 635,710 +148,675 5 —
☆IEMG funds › ISHARES INC TRIM — 2.2% -0.5% 26.2 315,752 -89,233 5 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 2.2% -0.3% 26.1 452,815 -96,016 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 2.1% -0.1% 24.7 476,296 +40 5 —
☆IUSB funds › ISHARES TR ADD — 2.1% +0.0% 24.6 533,978 +86,245 5 —
☆IDHQ funds › INVESCO EXCH TRADED FD TR II ADD — 2.0% +2.0% 23.7 542,925 +526,344 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 1.8% +0.3% 20.8 388,588 +116,238 5 —
☆CGGO funds › CAPITAL GROUP GBL GROWTH EQT ADD — 1.8% +0.5% 20.7 488,425 +111,537 5 —
☆JMBS funds › JANUS DETROIT STR TR TRIM — 1.6% -1.2% 18.9 420,361 -199,827 5 —
☆FEGE funds › RBB FUND TRUST ADD — 1.6% +0.3% 18.9 385,710 +87,037 3 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 1.6% +0.2% 18.8 357,164 -60,124 4 —
☆GTO funds › INVESCO ACTIVELY MANAGED EXC ADD — 1.4% +0.2% 16.5 352,169 +102,132 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 1.3% -0.1% 15.6 96,390 -27,100 5 —
☆QEFA funds › SPDR INDEX SHS FDS TRIM — 1.3% -0.2% 15.1 156,893 -3,637 5 —
☆CGMS funds › CAPITAL GRP FIXED INCM ETF T ADD — 1.2% +0.3% 14.4 527,423 +169,146 5 —
☆SPIB funds › SPDR SERIES TRUST TRIM — 1.2% -0.5% 14.2 425,676 -90,815 3 —
☆IVLU funds › ISHARES TR TRIM — 1.2% -1.0% 14.1 336,260 -240,497 5 —
☆OAKM funds › HARRIS OAKMARK ETF TRUST ADD — 1.2% +0.2% 13.7 486,376 +130,893 3 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 1.2% +1.2% 13.5 268,262 +268,262 1 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 1.1% -0.1% 12.6 18,293 -746 5 —
☆CGMM funds › CAPITAL GROUP EQUITY ETF TR NEW — 1.1% +1.1% 12.5 379,650 +379,650 1 —
☆SHLD funds › GLOBAL X FDS ADD — 1.0% +0.4% 12.2 204,879 +102,702 3 —
☆JIVE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.9% +0.2% 10.2 110,823 +22,699 3 —
☆IAGG funds › ISHARES TR ADD — 0.9% -0.0% 10.0 196,675 +23,662 5 —
☆CUSIP:46641Q308 funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.8% -0.1% 9.8 156,463 -2,728 5 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.8% -0.6% 9.8 227,816 -144,705 4 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.8% -0.1% 9.4 180,459 +1,628 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 0.8% +0.1% 9.4 139,488 +17,132 5 —
☆IVV funds › ISHARES TR TRIM — 0.8% -0.1% 9.4 12,547 -1,111 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.8% +0.8% 9.2 328,418 +328,418 1 —
☆SLYG funds › SPDR SERIES TRUST TRIM — 0.8% +0.1% 9.0 75,460 -513 5 —
☆SPTL funds › SPDR SERIES TRUST ADD — 0.7% +0.1% 8.7 331,642 +93,443 5 —
☆CGGR funds › CAPITAL GROUP GROWTH ETF TRIM — 0.7% -0.2% 8.4 177,582 -23,512 5 —
☆LPLA funds › LPL FINL HLDGS INC ADD — 0.7% -0.3% 8.1 28,751 +127 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.7% +0.0% 7.9 309,572 +58,838 5 —
☆SLYV funds › SPDR SERIES TRUST ADD — 0.7% +0.6% 7.8 71,378 +61,419 5 —
☆CGIE funds › CAPITAL GROUP INTERNATIONAL TRIM — 0.5% -0.2% 6.3 170,414 -44,726 5 —
☆USMV funds › ISHARES TR NEW — 0.5% +0.5% 6.1 63,578 +63,578 1 —
☆GOVT funds › ISHARES TR ADD — 0.5% +0.4% 5.5 242,255 +224,243 5 —
☆AAPL funds › APPLE INC ADD — 0.4% -0.0% 4.8 16,563 +660 5 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.4% -0.7% 4.7 58,748 -66,411 5 —
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 0.4% -0.0% 4.6 35,602 -1,986 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.4% -0.2% 4.2 11,315 +329 5 —
☆OSEA funds › HARBOR ETF TRUST ADD — 0.4% +0.1% 4.2 137,212 +35,440 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.3% -0.0% 3.8 25,787 +24 5 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.3% -0.1% 3.8 69,628 -10,521 5 —
☆PXF funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% -0.0% 3.4 45,541 -4,479 5 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 0.3% -0.0% 3.3 36,511 -4,176 5 —
☆TGRT funds › T ROWE PRICE EXCHANGE-TRADED ADD — 0.3% +0.0% 3.1 68,743 +16,308 5 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.3% -0.1% 3.0 8,863 -81 5 —
☆JPME funds › J P MORGAN EXCHANGE TRADED F ADD — 0.2% +0.0% 2.5 20,296 +792 5 —
☆PXH funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 2.4 85,697 -2,264 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.2% -0.0% 2.4 11,214 -286 5 —
☆ALLW funds › SSGA ACTIVE TR NEW — 0.2% +0.2% 2.3 78,477 +78,477 1 —
☆ISCF funds › ISHARES TR ADD — 0.2% +0.1% 2.2 51,346 +17,197 5 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.2% +0.0% 2.2 8,911 -146 5 —
☆PDN funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 2.1 45,663 -4,325 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.2% -0.0% 2.0 10,116 -120 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.2% -0.0% 2.0 2,109 -12 5 —
☆RLY funds › SSGA ACTIVE ETF TR TRIM — 0.2% -0.1% 2.0 56,957 -18,346 5 —
☆EMHC funds › SPDR SERIES TRUST ADD — 0.2% +0.1% 1.9 76,244 +48,102 5 —
☆WMT funds › WALMART INC TRIM — 0.2% -0.0% 1.9 16,395 -301 5 —
☆QGRO funds › AMERICAN CENTY ETF TR ADD — 0.2% -0.0% 1.8 15,017 +814 5 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.1% +0.0% 1.7 13,888 +283 5 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC ADD — 0.1% -0.0% 1.7 20,741 +17,238 5 —
☆IJR funds › ISHARES TR TRIM — 0.1% -0.0% 1.7 11,490 -1,777 5 —
☆JPSE funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 1.7 27,808 +479 5 —
☆CUSIP:46137V597 funds › INVESCO EXCHANGE TRADED FD T ADD — 0.1% +0.0% 1.5 27,177 +185 5 —
☆AMAT funds › APPLIED MATLS INC HOLD — 0.1% +0.1% 1.5 2,029 +0 5 —
☆IJH funds › ISHARES TR TRIM — 0.1% -0.0% 1.4 18,497 -810 5 —
☆IVW funds › ISHARES TR TRIM — 0.1% -0.0% 1.3 9,543 -168 5 —
☆CALI funds › BLACKROCK ETF TRUST II ADD — 0.1% +0.0% 1.3 25,732 +4,393 3 —
☆EIX funds › EDISON INTL ADD — 0.1% +0.0% 1.3 16,824 +3,401 5 —
☆IEFA funds › ISHARES TR ADD — 0.1% +0.0% 1.2 12,643 +972 5 —
☆VOOV funds › VANGUARD ADMIRAL FDS INC TRIM — 0.1% -0.0% 1.2 5,545 -94 5 —
☆FLSP funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.1% -0.0% 1.1 41,260 -3,788 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.1% -0.0% 1.0 2,063 -81 5 —
☆EVTR funds › MORGAN STANLEY ETF TRUST NEW — 0.1% +0.1% 1.0 19,616 +19,616 1 —
☆NURE funds › NUSHARES ETF TR ADD — 0.1% +0.0% 1.0 29,816 +2,222 5 —
☆GVA funds › GRANITE CONSTR INC NEW — 0.1% +0.1% 1.0 6,073 +6,073 1 —
☆JPLD funds › J P MORGAN EXCHANGE TRADED F ADD — 0.1% +0.0% 0.9 16,643 +4,500 5 —
☆TSLA funds › TESLA INC ADD — 0.1% -0.0% 0.8 2,020 +81 5 —
☆HD funds › HOME DEPOT INC ADD — 0.1% -0.0% 0.8 2,309 +27 5 —
☆PAAA funds › PGIM ETF TR TRIM — 0.1% -0.1% 0.8 15,231 -15,038 5 —
☆CGIC funds › CAPITAL GROUP INTERNATIONAL TRIM — 0.1% -0.0% 0.8 21,250 -568 3 —
☆CGCV funds › CAPITAL GROUP CONSERVATIVE E ADD — 0.1% +0.0% 0.8 23,272 +5,943 3 —
☆EBND funds › SPDR SERIES TRUST ADD — 0.1% +0.0% 0.8 36,167 +19,635 3 —
☆PHYL funds › PGIM ETF TR NEW — 0.1% +0.1% 0.7 21,321 +21,321 1 —
☆JSML funds › JANUS DETROIT STR TR TRIM — 0.1% +0.0% 0.7 7,817 -541 5 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.1% +0.0% 0.7 959 +138 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.1% +0.0% 0.7 1,123 +46 3 —
☆SPIP funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.6 24,674 +573 5 —
☆HGER funds › HARBOR ETF TRUST ADD — 0.1% +0.0% 0.6 21,552 +2,393 3 —
☆BAC funds › BANK OF AMER CORP ADD — 0.1% -0.0% 0.6 11,056 +373 5 —
☆CGSD funds › CAPITAL GRP FIXED INCM ETF T ADD — 0.1% +0.0% 0.6 24,385 +10,153 3 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.1% +0.0% 0.6 824 +291 5 —
☆CAT funds › CATERPILLAR INC ADD — 0.1% +0.0% 0.6 570 +21 5 —
☆RTX funds › RTX CORPORATION ADD — 0.1% +0.0% 0.6 3,152 +1,927 3 —
☆XVV funds › ISHARES TR ADD — 0.0% +0.0% 0.6 9,877 +4,347 3 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II TRIM — 0.0% -0.0% 0.6 1,821 -241 5 —
☆EFA funds › ISHARES TR HOLD — 0.0% -0.0% 0.5 5,201 +0 3 —
☆V funds › VISA INC TRIM — 0.0% -0.0% 0.5 1,488 -166 5 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.0% +0.0% 0.5 1,907 +21 5 —
☆BA funds › BOEING CO TRIM — 0.0% -0.0% 0.5 2,198 -9 5 —
☆ABBV funds › ABBVIE INC ADD — 0.0% -0.0% 0.5 1,879 +12 5 —
☆IXUS funds › ISHARES TR ADD — 0.0% -0.0% 0.5 4,910 +14 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.0% +0.0% 0.5 1,912 +438 3 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC ADD — 0.0% -0.0% 0.5 8,990 +317 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 0.0% -0.0% 0.4 3,040 -634 5 —
☆FESM funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.4 8,453 -1,531 5 —
☆JPIB funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.4 8,392 +244 3 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.4 1,861 +105 5 —
☆GE funds › GE AEROSPACE ADD — 0.0% +0.0% 0.4 1,074 +10 3 —
☆JAAA funds › JANUS DETROIT STR TR ADD — 0.0% +0.0% 0.4 7,859 +2,430 5 —
☆PULS funds › PGIM ETF TR TRIM — 0.0% -0.0% 0.4 7,766 -574 5 —
☆FLBL funds › FRANKLIN TEMPLETON ETF TR TRIM — 0.0% -0.0% 0.4 16,673 -6,440 4 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.0% +0.0% 0.4 1,256 -11 5 —
☆IWM funds › ISHARES TR HOLD — 0.0% +0.0% 0.4 1,258 +0 5 —
☆MDYV funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.4 3,887 -239 5 —
☆MDYG funds › SPDR SERIES TRUST TRIM — 0.0% +0.0% 0.4 3,267 -139 5 —
☆CGMU funds › CAPITAL GRP FIXED INCM ETF T TRIM — 0.0% -0.1% 0.4 13,184 -24,350 3 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 0.0% +0.0% 0.4 8,034 +650 5 —
☆MRK funds › MERCK & CO INC ADD — 0.0% +0.0% 0.4 2,734 +29 5 —
☆QEMM funds › SPDR INDEX SHS FDS HOLD — 0.0% +0.0% 0.3 4,370 +0 5 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.0% -0.0% 0.3 2,106 +100 4 —
☆GOOG funds › ALPHABET INC HOLD — 0.0% -0.0% 0.3 980 +0 3 —
☆DMXF funds › ISHARES TR NEW — 0.0% +0.0% 0.3 4,003 +4,003 1 —
☆DAL funds › DELTA AIR LINES INC TRIM — 0.0% -0.0% 0.3 3,579 -609 3 —
☆WFC funds › WELLS FARGO & CO TRIM — 0.0% -0.0% 0.3 4,051 -1,148 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.3 4,140 +3,103 5 —
☆SYSB funds › ISHARES TR ADD — 0.0% -0.0% 0.3 3,746 +516 3 —
☆WM funds › WASTE MGMT INC DEL TRIM — 0.0% -0.0% 0.3 1,482 -302 5 —
☆INCM funds › FRANKLIN TEMPLETON ETF TR NEW — 0.0% +0.0% 0.3 11,253 +11,253 1 —
☆AEP funds › AMERICAN ELEC PWR CO INC NEW — 0.0% +0.0% 0.3 2,371 +2,371 1 —
☆IUSV funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,933 +116 5 —
☆CVBF funds › CVB FINL CORP HOLD — 0.0% +0.0% 0.3 14,049 +0 5 —
☆IUSG funds › ISHARES TR TRIM — 0.0% -0.0% 0.3 1,665 -112 5 —
☆GEV funds › GE VERNOVA INC NEW — 0.0% +0.0% 0.3 258 +258 1 —
☆FMDE funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.3 7,480 -1,267 4 —
☆TIPX funds › SPDR SERIES TRUST NEW — 0.0% +0.0% 0.3 15,888 +15,888 1 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F NEW — 0.0% +0.0% 0.3 5,313 +5,313 1 —
☆IWF funds › ISHARES TR ADD — 0.0% -0.0% 0.3 2,380 +1,824 3 —
☆FIDI funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.3 10,513 +10,513 1 —
☆PAA funds › PLAINS ALL AMERN PIPELINE L HOLD — 0.0% +0.0% 0.3 12,547 +0 5 —
☆PEP funds › PEPSICO INC TRIM — 0.0% -0.0% 0.3 2,029 -606 5 —
☆SPHY funds › SPDR SERIES TRUST ADD — 0.0% +0.0% 0.3 11,243 +1,850 3 —
☆MNST funds › MONSTER BEVERAGE CORP NEW HOLD — 0.0% +0.0% 0.3 2,736 +0 3 —
☆DVY funds › ISHARES TR HOLD — 0.0% -0.0% 0.3 1,670 +0 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF TRIM — 0.0% -0.0% 0.2 7,309 -615 4 —
☆ITOT funds › ISHARES TR ADD — 0.0% -0.0% 0.2 1,396 +1 3 —
☆DIA funds › STATE STR SPDR DOW JONES IND HOLD — 0.0% -0.0% 0.2 437 +0 3 —
☆FDVV funds › FIDELITY COVINGTON TRUST NEW — 0.0% +0.0% 0.2 3,750 +3,750 1 —
☆EMXF funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 3,823 -2,185 3 —
☆SRE funds › SEMPRA HOLD — 0.0% -0.0% 0.2 2,383 +0 3 —
☆GDX funds › VANECK ETF TRUST ADD — 0.0% -0.0% 0.2 2,880 +343 3 —
☆GOOGL funds › ALPHABET INC NEW — 0.0% +0.0% 0.2 605 +605 1 —
☆EEM funds › ISHARES TR NEW — 0.0% +0.0% 0.2 3,129 +3,129 1 —
☆HDEF funds › DBX ETF TR NEW — 0.0% +0.0% 0.2 6,322 +6,322 1 —
☆FENI funds › FIDELITY COVINGTON TRUST TRIM — 0.0% -0.0% 0.2 5,022 -477 3 —
☆BPRE funds › BLUEROCK PVT REAL ESTATE FD ADD — 0.0% -0.0% 0.1 11,299 +496 3 —
☆GNLX funds › GENELUX CORPORATION HOLD — 0.0% -0.0% 0.1 23,327 +0 5 —
☆SMH funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -647 0 —
☆LXRX funds › LEXICON PHARMACEUTICALS INC EXIT — 0.0% -0.0% 0.0 0 -40,640 0 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN EXIT — 0.0% -0.0% 0.0 0 -10,951 0 —
☆DIVB funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -4,569 0 —
☆IQSI funds › NEW YORK LIFE INVESTMENTS ET EXIT — 0.0% -0.0% 0.0 0 -10,584 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.0% 0.0 0 -1,164 0 —
☆MMM funds › 3M CO EXIT — 0.0% -0.0% 0.0 0 -1,459 0 —
☆EUSB funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -13,023 0 —
☆RAFE funds › PIMCO EQUITY SER EXIT — 0.0% -0.0% 0.0 0 -8,861 0 —
☆CEG funds › CONSTELLATION ENERGY CORP EXIT — 0.0% -0.0% 0.0 0 -587 0 —
☆CRM funds › SALESFORCE INC EXIT — 0.0% -0.0% 0.0 0 -1,561 0 —
☆EMB funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,763 0 —
☆QUAL funds › ISHARES TR EXIT — 0.0% -1.6% 0.0 0 -83,553 0 —
☆USXF funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -7,574 0 —
☆SPYD funds › SPDR SERIES TRUST EXIT — 0.0% -0.0% 0.0 0 -8,021 0 —
☆FIW funds › FIRST TR EXCHANGE-TRADED FD EXIT — 0.0% -0.0% 0.0 0 -2,481 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 1,169 169 0.16 47% 0.039 0.450 — in
2026Q1 1,011 166 0.02 50% 0.038 0.745 — in
2025Q4 1,056 175 0.24 50% 0.039 0.281 — in
2025Q3 905 147 0.11 56% 0.043 0.595 — in
2025Q2 823 156 0.15 58% 0.046 0.560 — entered
2025Q1 829 149 0.00 58% 0.052 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