☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Quality Q
0.727
AUM ($M)
791
Positions
140
Turnover
0.04
Top-10 wt
56%
Herfindahl
0.040
History (qtrs)
6
Excess Return
—
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Holdings · 148 positions · portfolio value $791M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | ADD | — | 8.3% | +0.0% | 65.7 | 87,712 | +418 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 7.7% | +0.3% | 60.5 | 487,084 | +368,872 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 7.3% | -0.3% | 57.8 | 265,398 | -525 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 6.8% | -0.0% | 53.9 | 145,696 | -1,103 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 5.7% | -0.4% | 45.2 | 456,728 | +31,353 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 5.5% | -0.1% | 43.4 | 183,565 | +3,183 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 3.9% | -0.3% | 31.1 | 423,082 | +22,985 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 3.7% | +0.0% | 29.4 | 381,125 | +2,789 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 3.4% | -0.1% | 26.5 | 310,372 | -2,053 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 3.3% | +0.2% | 25.7 | 298,638 | +250,227 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 3.2% | +0.2% | 25.3 | 170,780 | +3,099 | 5 | — |
| ☆USMV funds › | ISHARES TR | ADD | — | 2.7% | -0.2% | 21.3 | 221,195 | +5,071 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.4% | +1.0% | 19.3 | 66,717 | +26,418 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 2.3% | +0.1% | 18.0 | 217,113 | +5,673 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 2.2% | +0.1% | 17.5 | 25,540 | +1,337 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 2.1% | +0.1% | 16.9 | 103,101 | +2,827 | 5 | — |
| ☆ACWV funds › | ISHARES INC | TRIM | — | 2.0% | -0.4% | 15.5 | 128,883 | -5,743 | 5 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 1.8% | +0.1% | 13.9 | 274,073 | +39,244 | 5 | — |
| ☆IXUS funds › | ISHARES TR | ADD | — | 1.7% | -0.0% | 13.6 | 142,981 | +4,720 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 1.3% | -0.2% | 10.6 | 208,792 | +1,628 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 1.3% | -0.1% | 10.1 | 63,632 | -738 | 5 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 1.2% | -0.1% | 9.8 | 91,385 | +2,199 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 1.2% | -0.0% | 9.3 | 96,618 | +5,237 | 5 | — |
| ☆VFMF funds › | VANGUARD WELLINGTON FD | ADD | — | 1.0% | +0.1% | 7.6 | 43,048 | +3,118 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | ADD | — | 0.9% | -0.1% | 7.0 | 221,245 | +4,580 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.9% | +0.0% | 7.0 | 23,077 | +104 | 5 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.8% | +0.0% | 6.1 | 118,653 | +5,983 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.7% | -0.0% | 5.7 | 70,927 | +53,398 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.6% | -0.1% | 4.9 | 13,255 | -154 | 5 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.6% | -0.2% | 4.7 | 80,295 | -17,341 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.6% | +0.3% | 4.7 | 14,335 | +6,320 | 5 | — |
| ☆VLUE funds › | ISHARES TR | TRIM | — | 0.5% | +0.1% | 4.0 | 20,201 | -1,798 | 5 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 0.5% | -0.1% | 3.6 | 132,302 | +105,795 | 5 | — |
| ☆XT funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 3.3 | 40,158 | +637 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.4% | +0.0% | 3.3 | 9,143 | +90 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.4% | +0.0% | 3.2 | 4,229 | +16 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.4% | +0.1% | 3.1 | 16,142 | -42 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.4% | -0.0% | 2.9 | 12,217 | +2 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 0.4% | +0.1% | 2.9 | 28,885 | +7,958 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.4% | -0.0% | 2.8 | 46,908 | +413 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.3% | -0.0% | 2.7 | 37,297 | +356 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.3% | -0.0% | 2.5 | 29,481 | -1,861 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.3% | -0.0% | 2.5 | 12,257 | -39 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.3% | +0.0% | 2.4 | 6,700 | -100 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.2% | -0.0% | 1.9 | 3,747 | +226 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | ADD | — | 0.2% | -0.0% | 1.8 | 36,792 | +1,613 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.2% | -0.0% | 1.8 | 5,136 | -300 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.2% | -0.1% | 1.7 | 1,811 | -19 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.2% | -0.0% | 1.7 | 2,946 | +16 | 5 | — |
| ☆CINF funds › | CINCINNATI FINL CORP | NEW | — | 0.2% | +0.2% | 1.5 | 8,027 | +8,027 | 1 | — |
| ☆IBDR funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 1.5 | 60,718 | -5,715 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 0.2% | +0.0% | 1.4 | 30,990 | +10,472 | 5 | — |
| ☆IBDT funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.4 | 54,236 | +6,374 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.2% | -0.0% | 1.3 | 5,253 | +276 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.2% | +0.1% | 1.3 | 1,795 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.2% | -0.0% | 1.3 | 3,057 | -26 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.2% | +0.0% | 1.3 | 3,400 | +110 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.2% | -0.0% | 1.3 | 14,599 | +589 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.3 | 5,193 | +0 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.2% | -0.1% | 1.2 | 9,201 | -68 | 5 | — |
| ☆IBDU funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 1.2 | 53,470 | +53,470 | 1 | — |
| ☆IBDS funds › | ISHARES TR | ADD | — | 0.2% | -0.0% | 1.2 | 49,536 | +4,859 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.0% | 1.2 | 7,956 | -85 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | HOLD | — | 0.1% | +0.0% | 1.0 | 2,079 | +0 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.1% | -0.0% | 1.0 | 10,446 | -23 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.1% | -0.0% | 0.9 | 18,638 | -1,291 | 3 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.1% | +0.0% | 0.9 | 775 | -9 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | HOLD | — | 0.1% | -0.0% | 0.9 | 7,173 | +0 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.1% | -0.0% | 0.9 | 6,964 | +193 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | ADD | — | 0.1% | +0.0% | 0.9 | 6,523 | +3,374 | 5 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.1% | -0.0% | 0.9 | 7,602 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.1% | +0.0% | 0.8 | 794 | +17 | 5 | — |
| ☆LRGF funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.8 | 10,860 | -358 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.1% | -0.0% | 0.8 | 8,372 | +287 | 2 | — |
| ☆IBDV funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.8 | 34,859 | +2,387 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.1% | +0.1% | 0.8 | 1,023 | +1,023 | 1 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.1% | -0.0% | 0.7 | 4,329 | -146 | 5 | — |
| ☆IBDW funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.7 | 33,186 | +0 | 5 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.1% | -0.0% | 0.7 | 1,866 | -59 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | HOLD | — | 0.1% | +0.0% | 0.7 | 1,565 | +0 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | -0.0% | 0.6 | 3,995 | +0 | 3 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.1% | -0.0% | 0.6 | 1,777 | -47 | 5 | — |
| ☆MO funds › | ALTRIA GROUP INC | ADD | — | 0.1% | +0.0% | 0.6 | 8,289 | +1,000 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.1% | +0.0% | 0.6 | 4,968 | -30 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | TRIM | — | 0.1% | -0.0% | 0.6 | 2,042 | -188 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | ADD | — | 0.1% | -0.0% | 0.6 | 1,072 | +50 | 5 | — |
| ☆RTX funds › | RTX CORPORATION | ADD | — | 0.1% | -0.0% | 0.5 | 2,895 | +6 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.5 | 6,684 | +0 | 5 | — |
| ☆PFE funds › | PFIZER INC | TRIM | — | 0.1% | -0.0% | 0.5 | 22,560 | -300 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.1% | +0.0% | 0.5 | 4,229 | +0 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | ADD | — | 0.1% | +0.0% | 0.5 | 1,909 | +491 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.1% | +0.0% | 0.5 | 1,986 | -16 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 0.1% | -0.0% | 0.5 | 3,875 | -79 | 5 | — |
| ☆SPAB funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.5 | 19,056 | +0 | 2 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.5 | 813 | +813 | 1 | — |
| ☆QUAL funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.5 | 2,060 | +0 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.1% | -0.0% | 0.4 | 3,967 | +0 | 4 | — |
| ☆VGT funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.4 | 3,616 | +3,164 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | ADD | — | 0.1% | +0.0% | 0.4 | 2,268 | +56 | 4 | — |
| ☆ASML funds › | ASML HLDG NV | TRIM | — | 0.0% | +0.0% | 0.4 | 198 | -16 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.0% | +0.0% | 0.4 | 1,137 | +29 | 5 | — |
| ☆CSX funds › | CSX CORP | HOLD | — | 0.0% | +0.0% | 0.4 | 7,733 | +0 | 5 | — |
| ☆ESGU funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.4 | 2,224 | +2,224 | 1 | — |
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | TRIM | — | 0.0% | +0.0% | 0.4 | 2,684 | -58 | 5 | — |
| ☆IUSB funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.4 | 7,613 | +0 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | TRIM | — | 0.0% | +0.0% | 0.4 | 346 | -4 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.3 | 1,161 | +15 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 0.0% | +0.0% | 0.3 | 1,637 | +133 | 5 | — |
| ☆CGGR funds › | CAPITAL GROUP GROWTH ETF | NEW | — | 0.0% | +0.0% | 0.3 | 7,199 | +7,199 | 1 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | HOLD | — | 0.0% | -0.0% | 0.3 | 647 | +0 | 2 | — |
| ☆LIN funds › | LINDE PLC | HOLD | — | 0.0% | -0.0% | 0.3 | 622 | +0 | 2 | — |
| ☆JEPI funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 0.0% | -0.0% | 0.3 | 5,618 | -695 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 0.0% | -0.0% | 0.3 | 496 | -34 | 5 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.0% | +0.0% | 0.3 | 1,030 | +1,030 | 1 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.0% | +0.0% | 0.3 | 1,039 | -22 | 2 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.0% | -0.0% | 0.3 | 835 | -2 | 5 | — |
| ☆BSCR funds › | INVESCO EXCH TRD SLF IDX FD | NEW | — | 0.0% | +0.0% | 0.3 | 15,408 | +15,408 | 1 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | NEW | — | 0.0% | +0.0% | 0.3 | 1,747 | +1,747 | 1 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.0% | -0.0% | 0.3 | 1,638 | +62 | 5 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.0% | -0.0% | 0.3 | 3,580 | +0 | 5 | — |
| ☆IUSG funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 1,528 | +0 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | HOLD | — | 0.0% | -0.0% | 0.3 | 563 | +0 | 5 | — |
| ☆MSI funds › | MOTOROLA SOLUTIONS INC | HOLD | — | 0.0% | -0.0% | 0.3 | 691 | +0 | 2 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | TRIM | — | 0.0% | -0.0% | 0.3 | 2,067 | -110 | 5 | — |
| ☆LCTU funds › | BLACKROCK ETF TRUST | NEW | — | 0.0% | +0.0% | 0.3 | 3,503 | +3,503 | 1 | — |
| ☆IUSV funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.3 | 2,455 | +0 | 5 | — |
| ☆PRU funds › | PRUDENTIAL FINL INC | HOLD | — | 0.0% | -0.0% | 0.3 | 2,451 | +0 | 3 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | HOLD | — | 0.0% | -0.0% | 0.3 | 6,226 | +0 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.0% | +0.0% | 0.3 | 930 | +78 | 2 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 1,637 | -10 | 4 | — |
| ☆SUSA funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 1,551 | +0 | 5 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 583 | +0 | 4 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.2 | 8,018 | +0 | 4 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 633 | +0 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | HOLD | — | 0.0% | -0.0% | 0.2 | 444 | +0 | 5 | — |
| ☆EIS funds › | ISHARES INC | ADD | — | 0.0% | -0.0% | 0.2 | 1,786 | +11 | 2 | — |
| ☆BA funds › | BOEING CO | NEW | — | 0.0% | +0.0% | 0.2 | 959 | +959 | 1 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 1,047 | +1,047 | 1 | — |
| ☆IVE funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 911 | +911 | 1 | — |
| ☆VFLO funds › | VICTORY PORTFOLIOS II | NEW | — | 0.0% | +0.0% | 0.2 | 4,393 | +4,393 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,464 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -9,267 | 0 | — |
| ☆IJJ funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,753 | 0 | — |
| ☆SHOP funds › | SHOPIFY INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,737 | 0 | — |
| ☆IBHF funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -11,586 | 0 | — |
| ☆IBHG funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -13,406 | 0 | — |
| ☆IAU funds › | ISHARES GOLD TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,569 | 0 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,471 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 791 | 140 | 0.04 | 56% | 0.040 | 0.725 | — | in |
| 2026Q1 | 689 | 134 | 0.04 | 56% | 0.041 | 0.719 | — | in |
| 2025Q4 | 693 | 132 | 0.04 | 56% | 0.041 | 0.687 | — | in |
| 2025Q3 | 683 | 146 | 0.03 | 56% | 0.041 | 0.689 | — | in |
| 2025Q2 | 624 | 144 | 0.05 | 56% | 0.040 | 0.683 | — | entered |
| 2025Q1 | 572 | 124 | 0.00 | 57% | 0.042 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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