☆Cypress Point Wealth Management, LLC
Quality Q
0.592
AUM ($M)
492
Positions
142
Turnover
0.12
Top-10 wt
66%
Herfindahl
0.083
History (qtrs)
6
Excess Return
—
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Holdings · 165 positions · portfolio value $492M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 22.0% | -7.2% | 108.1 | 926,151 | -1,522 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 12.8% | +1.3% | 63.1 | 1,423,391 | +45,431 | 5 | — |
| ☆AVLC funds › | AMERICAN CENTY ETF TR | TRIM | — | 8.8% | +0.5% | 43.4 | 482,866 | -14,506 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.9% | +0.7% | 23.9 | 292,275 | +18,054 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 4.3% | +0.1% | 21.1 | 566,203 | +16,279 | 5 | — |
| ☆CUSIP:25434V625 funds › | DIMENSIONAL ETF TRUST | TRIM | — | 4.2% | +0.2% | 20.5 | 249,842 | -3,714 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 2.4% | -0.1% | 11.6 | 31,303 | -4,486 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 2.3% | -0.0% | 11.3 | 16,516 | -1,543 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 2.3% | +0.9% | 11.1 | 50,921 | +19,674 | 5 | — |
| ☆VNQI funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 2.0% | +0.0% | 9.7 | 216,172 | +11,444 | 5 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.8% | +0.2% | 9.1 | 93,841 | -2,671 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 1.6% | +0.2% | 7.7 | 26,698 | +817 | 5 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.3% | +0.1% | 6.3 | 121,818 | -565 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.3% | +0.1% | 6.2 | 48,096 | -664 | 5 | — |
| ☆SCHH funds › | SCHWAB STRATEGIC TR | ADD | — | 1.2% | +0.1% | 5.7 | 240,432 | +8,568 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.0% | -0.0% | 5.1 | 49,915 | -947 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.9% | -0.0% | 4.2 | 47,323 | -2,107 | 5 | — |
| ☆CUSIP:025072323 funds › | AMERICAN CENTY ETF TR | ADD | — | 0.9% | +0.1% | 4.2 | 57,065 | +854 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.8% | +0.2% | 4.0 | 20,136 | +3,671 | 3 | — |
| ☆KLAC funds › | KLA CORP | ADD | — | 0.8% | +0.7% | 3.9 | 12,974 | +12,722 | 2 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.8% | +0.0% | 3.8 | 44,625 | +299 | 5 | — |
| ☆VCRB funds › | VANGUARD MALVERN FDS | NEW | — | 0.8% | +0.8% | 3.7 | 47,752 | +47,752 | 1 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.7% | -0.0% | 3.4 | 118,389 | -13,816 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.6% | +0.1% | 3.2 | 8,848 | +136 | 5 | — |
| ☆IBMQ funds › | ISHARES TR | HOLD | — | 0.6% | -0.0% | 3.1 | 119,536 | +0 | 5 | — |
| ☆IBMR funds › | ISHARES TR | NEW | — | 0.6% | +0.6% | 3.0 | 119,718 | +119,718 | 1 | — |
| ☆IBMS funds › | ISHARES TR | HOLD | — | 0.6% | -0.0% | 3.0 | 115,000 | +0 | 3 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.6% | +0.0% | 2.8 | 30,797 | +1 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.6% | +0.0% | 2.8 | 7,493 | +898 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.6% | -0.1% | 2.8 | 4,930 | -123 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.6% | +0.2% | 2.7 | 11,382 | +2,536 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | HOLD | — | 0.5% | +0.0% | 2.6 | 8,500 | +0 | 5 | — |
| ☆DE funds › | DEERE & CO | NEW | — | 0.5% | +0.5% | 2.4 | 3,761 | +3,761 | 1 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.5% | +0.0% | 2.3 | 18,109 | -562 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.5% | -0.0% | 2.2 | 3 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.5% | +0.0% | 2.2 | 25,817 | +21,517 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.4% | -0.0% | 2.2 | 53,265 | -952 | 5 | — |
| ☆CGNG funds › | CAPITAL GROUP NEW GEOGRAPHY | ADD | — | 0.4% | +0.1% | 2.2 | 57,930 | +6,549 | 5 | — |
| ☆EEMS funds › | ISHARES INC | TRIM | — | 0.4% | -0.0% | 2.0 | 26,698 | -3,215 | 5 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.4% | -0.0% | 1.9 | 25,115 | -1,175 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.4% | +0.3% | 1.8 | 1,566 | +881 | 2 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.4% | +0.0% | 1.8 | 48,622 | +24 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.4% | +0.1% | 1.7 | 4,622 | +1,512 | 2 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 0.4% | +0.3% | 1.7 | 2,397 | +1,765 | 2 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.3% | -0.2% | 1.7 | 20,478 | -14,974 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.3% | +0.0% | 1.7 | 10,600 | +0 | 5 | — |
| ☆AVES funds › | AMERICAN CENTY ETF TR | ADD | — | 0.3% | +0.0% | 1.6 | 23,655 | +5 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.3% | +0.0% | 1.5 | 36,812 | +22 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.3% | +0.0% | 1.3 | 16,286 | +1,219 | 5 | — |
| ☆AVEE funds › | AMERICAN CENTY ETF TR | ADD | — | 0.3% | +0.0% | 1.3 | 18,648 | +1,251 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.2% | -0.0% | 1.1 | 1,531 | -285 | 5 | — |
| ☆MMIT funds › | NEW YORK LIFE INVTS ACTIVE E | TRIM | — | 0.2% | -0.0% | 1.1 | 46,732 | -215 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.2% | +0.1% | 1.1 | 1,956 | -133 | 2 | — |
| ☆VPLS funds › | VANGUARD MALVERN FDS | NEW | — | 0.2% | +0.2% | 1.1 | 14,049 | +14,049 | 1 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.2% | +0.1% | 1.0 | 18,292 | +5,942 | 5 | — |
| ☆DFGR funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | -0.0% | 1.0 | 34,028 | -1,706 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | NEW | — | 0.2% | +0.2% | 1.0 | 9,449 | +9,449 | 1 | — |
| ☆VUSB funds › | VANGUARD BD INDEX FDS | ADD | — | 0.2% | -0.0% | 1.0 | 19,422 | +674 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.2% | +0.0% | 1.0 | 2,272 | +207 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.2% | +0.0% | 0.9 | 2,535 | +182 | 2 | — |
| ☆DFMC funds › | DFA INVT DIMENSIONS GROUP IN | ADD | — | 0.2% | +0.1% | 0.8 | 13,803 | +8,003 | 2 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | HOLD | — | 0.2% | -0.0% | 0.8 | 16,272 | +0 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.2% | +0.1% | 0.8 | 2,257 | +976 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 0.2% | +0.1% | 0.8 | 637 | +259 | 2 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.7 | 970 | +6 | 5 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.1% | +0.1% | 0.7 | 1,632 | +1,632 | 1 | — |
| ☆VOYG funds › | VOYAGER TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 0.7 | 21,774 | +21,774 | 1 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 0.1% | +0.1% | 0.6 | 4,478 | +1,851 | 2 | — |
| ☆ARTY funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.6 | 7,726 | +4 | 4 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.1% | +0.0% | 0.6 | 4,988 | +299 | 2 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.1% | +0.0% | 0.6 | 758 | -101 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | -0.1% | 0.6 | 2,379 | -2,278 | 5 | — |
| ☆WCLD funds › | WISDOMTREE TR | HOLD | — | 0.1% | +0.0% | 0.6 | 17,633 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.1% | +0.1% | 0.6 | 522 | +522 | 1 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.5 | 14,153 | +0 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.1% | 0.5 | 2,055 | +940 | 2 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.1% | +0.0% | 0.5 | 434 | +62 | 2 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.1% | -0.1% | 0.5 | 6,982 | -2,471 | 5 | — |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | TRIM | — | 0.1% | +0.1% | 0.5 | 1,650 | -386 | 2 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | +0.0% | 0.5 | 1,851 | +337 | 2 | — |
| ☆DUSB funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.1% | -0.0% | 0.5 | 9,149 | +43 | 5 | — |
| ☆TRV funds › | TRAVELERS COMPANIES INC | ADD | — | 0.1% | +0.0% | 0.5 | 1,398 | +185 | 2 | — |
| ☆EMXC funds › | ISHARES INC | ADD | — | 0.1% | +0.0% | 0.5 | 4,487 | +25 | 4 | — |
| ☆DELL funds › | DELL TECHNOLOGIES INC | NEW | — | 0.1% | +0.1% | 0.5 | 1,054 | +1,054 | 1 | — |
| ☆VCRM funds › | VANGUARD MUN BD FDS | TRIM | — | 0.1% | -0.0% | 0.4 | 5,763 | -1,763 | 3 | — |
| ☆L funds › | LOEWS CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 3,801 | -489 | 2 | — |
| ☆T funds › | AT&T INC | TRIM | — | 0.1% | -0.0% | 0.4 | 20,719 | -524 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.1% | +0.0% | 0.4 | 1,246 | +287 | 2 | — |
| ☆BLND funds › | BLEND LABS INC | ADD | — | 0.1% | -0.0% | 0.4 | 225,843 | +10,000 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.1% | +0.0% | 0.4 | 3,362 | +1,325 | 2 | — |
| ☆ALL funds › | ALLSTATE CORP | ADD | — | 0.1% | +0.0% | 0.4 | 1,588 | +133 | 2 | — |
| ☆D funds › | DOMINION ENERGY INC | NEW | — | 0.1% | +0.1% | 0.4 | 5,389 | +5,389 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | NEW | — | 0.1% | +0.1% | 0.4 | 393 | +393 | 1 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.1% | +0.0% | 0.4 | 6,054 | +7 | 4 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.1% | -0.9% | 0.4 | 4,890 | -57,104 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | TRIM | — | 0.1% | -0.0% | 0.4 | 2,249 | -348 | 5 | — |
| ☆DFAR funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.3 | 13,100 | +0 | 2 | — |
| ☆FIX funds › | COMFORT SYS USA INC | NEW | — | 0.1% | +0.1% | 0.3 | 165 | +165 | 1 | — |
| ☆FNV funds › | FRANCO NEV CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 1,568 | +0 | 2 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.3 | 4,000 | +3,000 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.1% | +0.1% | 0.3 | 1,699 | +1,699 | 1 | — |
| ☆BIL funds › | SPDR SERIES TRUST | ADD | — | 0.1% | -0.0% | 0.3 | 3,385 | +29 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.3 | 2,343 | -540 | 2 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 469 | +469 | 1 | — |
| ☆EPD funds › | ENTERPRISE PRODS PARTNERS L | NEW | — | 0.1% | +0.1% | 0.3 | 8,011 | +8,011 | 1 | — |
| ☆APP funds › | APPLOVIN CORP | NEW | — | 0.1% | +0.1% | 0.3 | 564 | +564 | 1 | — |
| ☆VLO funds › | VALERO ENERGY CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,104 | +1,104 | 1 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,139 | +1,139 | 1 | — |
| ☆HOOD funds › | ROBINHOOD MKTS INC | NEW | — | 0.1% | +0.1% | 0.3 | 2,792 | +2,792 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.1% | +0.0% | 0.3 | 825 | +84 | 2 | — |
| ☆SYY funds › | SYSCO CORP | NEW | — | 0.1% | +0.1% | 0.3 | 3,306 | +3,306 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | NEW | — | 0.1% | +0.1% | 0.3 | 3,817 | +3,817 | 1 | — |
| ☆CVS funds › | CVS HEALTH CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,649 | +2,649 | 1 | — |
| ☆MPC funds › | MARATHON PETE CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,049 | +1,049 | 1 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | -0.0% | 0.3 | 3,817 | -1,590 | 5 | — |
| ☆SPG funds › | SIMON PPTY GROUP INC NEW | NEW | — | 0.1% | +0.1% | 0.3 | 1,190 | +1,190 | 1 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.1% | +0.0% | 0.3 | 3,649 | +821 | 2 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | NEW | — | 0.1% | +0.1% | 0.3 | 3,000 | +3,000 | 1 | — |
| ☆EEMV funds › | ISHARES INC | TRIM | — | 0.1% | -0.0% | 0.3 | 3,495 | -965 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | NEW | — | 0.1% | +0.1% | 0.3 | 258 | +258 | 1 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | NEW | — | 0.1% | +0.1% | 0.3 | 1,354 | +1,354 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.1% | -0.0% | 0.3 | 1,509 | +264 | 2 | — |
| ☆KKR funds › | KKR & CO INC | ADD | — | 0.1% | -0.0% | 0.2 | 2,716 | +64 | 5 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.1% | +0.1% | 0.2 | 257 | +257 | 1 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | NEW | — | 0.1% | +0.1% | 0.2 | 737 | +737 | 1 | — |
| ☆ETSY funds › | ETSY INC | NEW | — | 0.0% | +0.0% | 0.2 | 3,138 | +3,138 | 1 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | NEW | — | 0.0% | +0.0% | 0.2 | 610 | +610 | 1 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | ADD | — | 0.0% | -0.0% | 0.2 | 4,764 | +33 | 4 | — |
| ☆ORCL funds › | ORACLE CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,571 | +1,571 | 1 | — |
| ☆UAL funds › | UNITED AIRLS HLDGS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,649 | +1,649 | 1 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,585 | +1,585 | 1 | — |
| ☆AGX funds › | ARGAN INC | NEW | — | 0.0% | +0.0% | 0.2 | 270 | +270 | 1 | — |
| ☆IWR funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,937 | +1,937 | 1 | — |
| ☆EXC funds › | EXELON CORP | NEW | — | 0.0% | +0.0% | 0.2 | 4,553 | +4,553 | 1 | — |
| ☆CUSIP:624756102 funds › | MUELLER INDS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,701 | +1,701 | 1 | — |
| ☆MCO funds › | MOODYS CORP | NEW | — | 0.0% | +0.0% | 0.2 | 460 | +460 | 1 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.0% | -0.0% | 0.2 | 556 | -302 | 2 | — |
| ☆HRB funds › | BLOCK H & R INC | NEW | — | 0.0% | +0.0% | 0.2 | 5,378 | +5,378 | 1 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.0% | -0.0% | 0.2 | 1,133 | +1,066 | 2 | — |
| ☆VNO funds › | VORNADO RLTY TR | NEW | — | 0.0% | +0.0% | 0.2 | 5,135 | +5,135 | 1 | — |
| ☆BRBR funds › | BELLRING BRANDS INC | NEW | — | 0.0% | +0.0% | 0.1 | 10,556 | +10,556 | 1 | — |
| ☆FLD funds › | FOLD HLDGS INC | HOLD | — | 0.0% | -0.0% | 0.0 | 53,604 | +0 | 4 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,370 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -1.1% | 0.0 | 0 | -30,543 | 0 | — |
| ☆HD funds › | HOME DEPOT INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -720 | 0 | — |
| ☆IBTJ funds › | ISHARES TR | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -119,718 | 0 | — |
| ☆CLVT funds › | CLARIVATE PLC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -12,269 | 0 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,379 | 0 | — |
| ☆POWL funds › | POWELL INDS INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -555 | 0 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -480 | 0 | — |
| ☆UROY funds › | URANIUM RTY CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -17,835 | 0 | — |
| ☆UAMY funds › | UNITED STATES ANTIMONY CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -74,071 | 0 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,450 | 0 | — |
| ☆ASTS funds › | AST SPACEMOBILE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -8,000 | 0 | — |
| ☆TTD funds › | THE TRADE DESK INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -9,714 | 0 | — |
| ☆INTU funds › | INTUIT | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -575 | 0 | — |
| ☆ARWR funds › | ARROWHEAD PHARMACEUTICALS IN | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -11,200 | 0 | — |
| ☆RNXT funds › | RENOVORX INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -20,000 | 0 | — |
| ☆IEFA funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,942 | 0 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,715 | 0 | — |
| ☆SGOL funds › | ETFS GOLD TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -10,318 | 0 | — |
| ☆VYGR funds › | VOYAGER THERAPEUTICS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,235 | 0 | — |
| ☆AEM funds › | AGNICO EAGLE MINES LTD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,023 | 0 | — |
| ☆WULF funds › | TERAWULF INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -21,676 | 0 | — |
| ☆PSX funds › | PHILLIPS 66 | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,182 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 492 | 142 | 0.12 | 66% | 0.083 | 0.591 | — | in |
| 2026Q1 | 464 | 123 | 0.10 | 70% | 0.115 | 0.675 | — | in |
| 2025Q4 | 458 | 90 | 0.11 | 75% | 0.156 | 0.666 | — | in |
| 2025Q3 | 494 | 82 | 0.06 | 78% | 0.221 | 0.785 | — | in |
| 2025Q2 | 411 | 79 | 0.13 | 76% | 0.189 | 0.657 | — | entered |
| 2025Q1 | 315 | 68 | 0.00 | 73% | 0.141 | 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