☆Tranquilli Financial Advisor LLC
Quality Q
0.163
AUM ($M)
186
Positions
135
Turnover
0.13
Top-10 wt
34%
Herfindahl
0.021
History (qtrs)
6
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 150 positions · portfolio value $186M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPYG funds › | SPDR SERIES TRUST | ADD | — | 7.4% | +0.9% | 13.7 | 114,925 | +2,209 | 5 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | ADD | — | 5.9% | +0.3% | 11.0 | 298,082 | +13,651 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.1% | +0.3% | 5.8 | 131,766 | +6,407 | 5 | — |
| ☆IDEV funds › | ISHARES TR | TRIM | — | 3.1% | -0.2% | 5.8 | 65,649 | -3,019 | 5 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | ADD | — | 2.7% | +0.1% | 5.1 | 100,373 | +3,703 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 2.5% | +0.2% | 4.7 | 22,131 | +1,535 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 2.5% | +0.4% | 4.6 | 6,206 | +740 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 2.2% | +0.4% | 4.1 | 5,615 | +299 | 5 | — |
| ☆VIS funds › | VANGUARD WORLD FD | TRIM | — | 2.2% | +0.1% | 4.0 | 11,164 | -402 | 5 | — |
| ☆VDE funds › | VANGUARD WORLD FD | TRIM | — | 2.1% | -0.6% | 4.0 | 26,418 | -1,005 | 5 | — |
| ☆VHT funds › | VANGUARD WORLD FD | TRIM | — | 2.1% | -0.0% | 3.9 | 12,885 | -424 | 5 | — |
| ☆VPU funds › | VANGUARD WORLD FD | TRIM | — | 2.0% | -0.3% | 3.7 | 19,079 | -679 | 5 | — |
| ☆PYLD funds › | PIMCO ETF TR | ADD | — | 2.0% | +0.4% | 3.7 | 139,690 | +37,954 | 5 | — |
| ☆VAW funds › | VANGUARD WORLD FD | TRIM | — | 2.0% | -0.2% | 3.6 | 15,935 | -564 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | TRIM | — | 1.9% | -0.2% | 3.6 | 69,588 | -6,848 | 5 | — |
| ☆IEI funds › | ISHARES TR | ADD | — | 1.9% | +0.1% | 3.6 | 30,408 | +4,536 | 5 | — |
| ☆VDC funds › | VANGUARD WORLD FD | TRIM | — | 1.9% | -0.2% | 3.6 | 15,824 | -587 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | TRIM | — | 1.9% | -0.1% | 3.5 | 36,744 | -1,792 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 1.9% | +1.2% | 3.5 | 29,061 | +27,390 | 5 | — |
| ☆VOX funds › | VANGUARD WORLD FD | ADD | — | 1.8% | +1.1% | 3.3 | 17,830 | +11,518 | 5 | — |
| ☆IGIB funds › | ISHARES TR | ADD | — | 1.5% | +0.0% | 2.8 | 52,650 | +4,978 | 5 | — |
| ☆BIL funds › | SPDR SERIES TRUST | TRIM | — | 1.3% | -1.8% | 2.5 | 27,337 | -30,627 | 5 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | TRIM | — | 1.1% | -0.6% | 2.1 | 34,099 | -17,463 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | TRIM | — | 1.1% | -0.7% | 2.0 | 39,093 | -21,703 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.1% | +0.3% | 2.0 | 8,210 | +1,793 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.1% | -0.0% | 2.0 | 3,908 | +16 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.0% | +0.1% | 1.9 | 5,057 | +661 | 5 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 1.0% | +0.0% | 1.9 | 10,447 | +10,052 | 5 | — |
| ☆IGLB funds › | ISHARES TR | ADD | — | 1.0% | +0.0% | 1.8 | 35,863 | +3,450 | 5 | — |
| ☆SHY funds › | ISHARES TR | NEW | — | 0.9% | +0.9% | 1.7 | 20,549 | +20,549 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.9% | +0.3% | 1.7 | 5,150 | +1,855 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.9% | -0.0% | 1.7 | 4,701 | -851 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.9% | +0.3% | 1.6 | 2,265 | -532 | 5 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.9% | -0.3% | 1.6 | 16,956 | -4,306 | 5 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | ADD | — | 0.9% | +0.0% | 1.6 | 33,565 | +3,142 | 5 | — |
| ☆QUAL funds › | ISHARES TR | ADD | — | 0.8% | +0.1% | 1.5 | 6,887 | +225 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.8% | -0.1% | 1.5 | 2,625 | +44 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | TRIM | — | 0.8% | -0.1% | 1.4 | 15,329 | -12 | 5 | — |
| ☆AAXJ funds › | ISHARES TR | NEW | — | 0.8% | +0.8% | 1.4 | 11,800 | +11,800 | 1 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.7% | -0.6% | 1.3 | 17,060 | -12,509 | 2 | — |
| ☆FLRN funds › | SPDR SERIES TRUST | TRIM | — | 0.7% | -0.7% | 1.3 | 43,454 | -32,847 | 2 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.7% | -0.7% | 1.3 | 22,751 | -17,266 | 2 | — |
| ☆TOTL funds › | SSGA ACTIVE ETF TR | ADD | — | 0.7% | +0.0% | 1.3 | 33,478 | +3,348 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.7% | -0.0% | 1.3 | 7,137 | -566 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 0.7% | +0.1% | 1.3 | 15,101 | +2,091 | 5 | — |
| ☆VFH funds › | VANGUARD WORLD FD | TRIM | — | 0.6% | -0.0% | 1.1 | 8,678 | -52 | 5 | — |
| ☆VCR funds › | VANGUARD WORLD FD | TRIM | — | 0.6% | +0.0% | 1.1 | 2,860 | -4 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 0.6% | +0.1% | 1.1 | 2,359 | -235 | 5 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | ADD | — | 0.6% | +0.1% | 1.1 | 7,177 | +1,800 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | TRIM | — | 0.6% | -0.0% | 1.1 | 13,135 | -249 | 5 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | ADD | — | 0.5% | +0.3% | 1.0 | 6,981 | +3,066 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.5% | +0.0% | 1.0 | 2,847 | +18 | 5 | — |
| ☆EEM funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 1.0 | 13,976 | -4,123 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.5% | -0.2% | 0.9 | 8,737 | -2,911 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.5% | -0.2% | 0.9 | 2,409 | -455 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.5% | -0.1% | 0.8 | 6,153 | +210 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | ADD | — | 0.4% | +0.1% | 0.8 | 2,081 | +26 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.4% | +0.0% | 0.8 | 2,200 | -106 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | ADD | — | 0.4% | -0.0% | 0.8 | 2,203 | +26 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.4% | +0.1% | 0.8 | 9,712 | +2,655 | 5 | — |
| ☆PMBS funds › | PIMCO ETF TR | ADD | — | 0.4% | +0.0% | 0.7 | 14,900 | +1,461 | 2 | — |
| ☆BOND funds › | PIMCO ETF TR | ADD | — | 0.4% | +0.0% | 0.7 | 7,978 | +769 | 5 | — |
| ☆ADI funds › | ANALOG DEVICES INC | ADD | — | 0.4% | +0.1% | 0.7 | 1,849 | +73 | 5 | — |
| ☆JMBS funds › | JANUS DETROIT STR TR | ADD | — | 0.4% | +0.0% | 0.7 | 16,293 | +1,552 | 5 | — |
| ☆TIP funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 0.7 | 6,598 | +561 | 5 | — |
| ☆CMCSA funds › | COMCAST CORP NEW | ADD | — | 0.4% | -0.1% | 0.7 | 29,175 | +1,596 | 5 | — |
| ☆COP funds › | CONOCOPHILLIPS | ADD | — | 0.4% | -0.1% | 0.7 | 6,858 | +109 | 5 | — |
| ☆BLV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.4% | -0.1% | 0.7 | 10,240 | -886 | 4 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.4% | -0.1% | 0.7 | 9,167 | -800 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.4% | +0.1% | 0.7 | 6,622 | +2,106 | 4 | — |
| ☆ENB funds › | ENBRIDGE INC | TRIM | — | 0.3% | -0.0% | 0.6 | 11,843 | -98 | 5 | — |
| ☆PDBC funds › | INVESCO ACTVELY MNGD ETC FD | NEW | — | 0.3% | +0.3% | 0.6 | 39,022 | +39,022 | 1 | — |
| ☆TLT funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.6 | 7,098 | +831 | 2 | — |
| ☆TOPT funds › | ISHARES TR | ADD | — | 0.3% | +0.1% | 0.6 | 17,669 | +5,930 | 4 | — |
| ☆ICE funds › | INTERCONTINENTAL EXCHANGE IN | NEW | — | 0.3% | +0.3% | 0.6 | 4,655 | +4,655 | 1 | — |
| ☆OMC funds › | OMNICOM GROUP INC | ADD | — | 0.3% | -0.0% | 0.6 | 7,610 | +148 | 5 | — |
| ☆UL funds › | UNILEVER PLC | ADD | — | 0.3% | +0.0% | 0.6 | 9,172 | +333 | 3 | — |
| ☆KRE funds › | SPDR SERIES TRUST | ADD | — | 0.3% | +0.1% | 0.5 | 6,892 | +1,730 | 4 | — |
| ☆GSK funds › | GSK PLC | ADD | — | 0.3% | -0.0% | 0.5 | 9,755 | +412 | 5 | — |
| ☆NVS funds › | NOVARTIS AG | ADD | — | 0.3% | -0.0% | 0.5 | 3,151 | +57 | 5 | — |
| ☆LYG funds › | LLOYDS BANKING GROUP PLC | ADD | — | 0.3% | +0.0% | 0.5 | 83,749 | +3,588 | 5 | — |
| ☆EWC funds › | ISHARES INC | ADD | — | 0.3% | +0.0% | 0.5 | 8,421 | +571 | 3 | — |
| ☆SHLD funds › | GLOBAL X FDS | ADD | — | 0.3% | -0.1% | 0.5 | 8,116 | +361 | 5 | — |
| ☆EWW funds › | ISHARES INC | ADD | — | 0.3% | -0.0% | 0.5 | 6,331 | +279 | 3 | — |
| ☆XBI funds › | SPDR SERIES TRUST | ADD | — | 0.2% | +0.0% | 0.5 | 2,926 | +150 | 3 | — |
| ☆IDV funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.5 | 11,012 | +11,012 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.2% | +0.0% | 0.4 | 2,405 | -177 | 5 | — |
| ☆IQV funds › | IQVIA HLDGS INC | TRIM | — | 0.2% | +0.0% | 0.4 | 2,228 | -46 | 5 | — |
| ☆PICK funds › | ISHARES INC | NEW | — | 0.2% | +0.2% | 0.4 | 7,333 | +7,333 | 1 | — |
| ☆ALLE funds › | ALLEGION PLC | ADD | — | 0.2% | -0.0% | 0.4 | 2,979 | +293 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 0.2% | +0.1% | 0.4 | 3,363 | +1,939 | 2 | — |
| ☆WH funds › | WYNDHAM HOTELS & RESORTS INC | TRIM | — | 0.2% | -0.0% | 0.4 | 4,753 | -176 | 3 | — |
| ☆KBWB funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.2% | -0.1% | 0.4 | 4,192 | -1,530 | 5 | — |
| ☆YUMC funds › | YUM CHINA HLDGS INC | TRIM | — | 0.2% | -0.1% | 0.4 | 9,397 | -147 | 5 | — |
| ☆RTO funds › | RENTOKIL INITIAL PLC | TRIM | — | 0.2% | -0.0% | 0.4 | 13,129 | -125 | 5 | — |
| ☆AON funds › | AON PLC | ADD | — | 0.2% | -0.0% | 0.4 | 1,129 | +13 | 2 | — |
| ☆EWJ funds › | ISHARES INC | TRIM | — | 0.2% | -0.0% | 0.4 | 3,939 | -95 | 5 | — |
| ☆COO funds › | COOPER COS INC | ADD | — | 0.2% | +0.0% | 0.4 | 5,082 | +1,042 | 4 | — |
| ☆IGV funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.4 | 3,908 | -358 | 5 | — |
| ☆ILF funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.3 | 10,206 | +10,206 | 1 | — |
| ☆MCK funds › | MCKESSON CORP | ADD | — | 0.2% | -0.0% | 0.3 | 439 | +6 | 5 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.0% | 0.3 | 3,087 | +41 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | ADD | — | 0.2% | -0.0% | 0.3 | 1,122 | +60 | 5 | — |
| ☆FANG funds › | DIAMONDBACK ENERGY INC | TRIM | — | 0.2% | -0.0% | 0.3 | 1,830 | -11 | 3 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.2% | +0.0% | 0.3 | 624 | +65 | 5 | — |
| ☆SPGI funds › | S&P GLOBAL INC | NEW | — | 0.2% | +0.2% | 0.3 | 786 | +786 | 1 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.2% | -0.0% | 0.3 | 1,661 | -7 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.2% | +0.0% | 0.3 | 829 | +44 | 5 | — |
| ☆AMRZ funds › | AMRIZE LTD | ADD | — | 0.2% | -0.0% | 0.3 | 5,630 | +130 | 2 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.2% | +0.0% | 0.3 | 3,610 | +204 | 2 | — |
| ☆WMG funds › | WARNER MUSIC GROUP CORP | ADD | — | 0.2% | -0.0% | 0.3 | 10,748 | +36 | 5 | — |
| ☆ZTS funds › | ZOETIS INC | ADD | — | 0.2% | -0.0% | 0.3 | 3,895 | +1,374 | 2 | — |
| ☆HSBC funds › | HSBC HLDGS PLC | ADD | — | 0.1% | +0.0% | 0.3 | 2,892 | +3 | 3 | — |
| ☆TIGO funds › | MILLICOM INTL CELLULAR S A | ADD | — | 0.1% | +0.0% | 0.3 | 3,026 | +93 | 2 | — |
| ☆SMFG funds › | SUMITOMO MITSUI FIN GRP INC | ADD | — | 0.1% | +0.0% | 0.3 | 11,256 | +358 | 2 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,319 | +1,319 | 1 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.1% | -0.0% | 0.3 | 1,797 | +65 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.1% | -0.0% | 0.3 | 2,729 | -4 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | NEW | — | 0.1% | +0.1% | 0.3 | 878 | +878 | 1 | — |
| ☆BCS funds › | BARCLAYS PLC | ADD | — | 0.1% | +0.0% | 0.3 | 9,639 | +87 | 3 | — |
| ☆PEP funds › | PEPSICO INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,891 | +56 | 5 | — |
| ☆UBS funds › | UBS GROUP AG | NEW | — | 0.1% | +0.1% | 0.2 | 5,008 | +5,008 | 1 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | ADD | — | 0.1% | -0.0% | 0.2 | 490 | +24 | 2 | — |
| ☆NFLX funds › | NETFLIX INC. | NEW | — | 0.1% | +0.1% | 0.2 | 3,358 | +3,358 | 1 | — |
| ☆FERG funds › | FERGUSON ENTERPRISES INC | ADD | — | 0.1% | -0.0% | 0.2 | 998 | +24 | 2 | — |
| ☆BR funds › | BROADRIDGE FINL SOLUTIONS IN | ADD | — | 0.1% | +0.0% | 0.2 | 1,711 | +464 | 2 | — |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | ADD | — | 0.1% | -0.1% | 0.2 | 2,400 | +14 | 5 | — |
| ☆ABNB funds › | AIRBNB INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,579 | +1,579 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 311 | +311 | 1 | — |
| ☆AJG funds › | GALLAGHER ARTHUR J & CO | NEW | — | 0.1% | +0.1% | 0.2 | 928 | +928 | 1 | — |
| ☆DEO funds › | DIAGEO PLC | NEW | — | 0.1% | +0.1% | 0.2 | 2,643 | +2,643 | 1 | — |
| ☆RELX funds › | RELX PLC | NEW | — | 0.1% | +0.1% | 0.2 | 6,573 | +6,573 | 1 | — |
| ☆MAS funds › | MASCO CORP | NEW | — | 0.1% | +0.1% | 0.2 | 2,478 | +2,478 | 1 | — |
| ☆ABEV funds › | AMBEV SA | ADD | — | 0.1% | +0.0% | 0.1 | 44,683 | +2,548 | 5 | — |
| ☆MFG funds › | MIZUHO FINANCIAL GROUP INC | ADD | — | 0.1% | +0.0% | 0.1 | 13,470 | +313 | 3 | — |
| ☆SCI funds › | SERVICE CORP INTL | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,523 | 0 | — |
| ☆VRSN funds › | VERISIGN INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,132 | 0 | — |
| ☆EDV funds › | VANGUARD WORLD FD | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -10,607 | 0 | — |
| ☆INGR funds › | INGREDION INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,017 | 0 | — |
| ☆DGRO funds › | ISHARES TR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -13,085 | 0 | — |
| ☆MTBA funds › | SIMPLIFY EXCHANGE TRADED FUN | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -13,478 | 0 | — |
| ☆SNY funds › | SANOFI SA | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -8,726 | 0 | — |
| ☆SBUX funds › | STARBUCKS CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,411 | 0 | — |
| ☆BBEU funds › | J P MORGAN EXCHANGE TRADED F | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,720 | 0 | — |
| ☆WMT funds › | WALMART INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,983 | 0 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -7,849 | 0 | — |
| ☆LAMR funds › | LAMAR ADVERTISING CO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,745 | 0 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,952 | 0 | — |
| ☆IHI funds › | ISHARES TR | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -8,217 | 0 | — |
| ☆CVS funds › | CVS HEALTH CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,946 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 186 | 135 | 0.13 | 34% | 0.021 | 0.163 | — | in |
| 2026Q1 | 171 | 132 | 0.14 | 33% | 0.020 | 0.147 | — | in |
| 2025Q4 | 172 | 130 | 0.07 | 33% | 0.020 | 0.196 | — | in |
| 2025Q3 | 169 | 118 | 0.10 | 33% | 0.021 | 0.164 | — | in |
| 2025Q2 | 162 | 115 | 0.17 | 35% | 0.022 | 0.120 | — | entered |
| 2025Q1 | 158 | 107 | 0.00 | 39% | 0.024 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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/api/funds ·
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