Fund Universe

← Fund Universe

☆Wayfinding Financial, LLC

CIK 0001898131 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.240
AUM ($M)
264
Positions
171
Turnover
0.14
Top-10 wt
43%
Herfindahl
0.026
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 180 positions · portfolio value $264M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆MSFT funds › MICROSOFT CORP COM TRIM — 6.4% -1.0% 16.9 45,239 -1,040 5 —
☆BOND funds › PIMCO ACTIVE BND ETF ADD — 6.2% -0.4% 16.4 178,115 +12,198 3 —
☆NVDA funds › NVIDIA CORPORATION COM ADD — 5.4% +0.0% 14.4 71,844 +280 5 —
☆IVV funds › ISHARES CORE SP 500 ADD — 5.3% +0.6% 14.0 18,668 +2,218 5 —
☆AAPL funds › APPLE INC COM ADD — 4.1% +0.0% 10.9 37,830 +390 5 —
☆PYLD funds › PIMCO MULTISECTR BND ACTIVE ETF ADD — 4.0% -0.4% 10.5 396,619 +15,391 3 —
☆CGGR funds › CAPITAL GROUP GROWTH ADD — 3.4% +2.0% 9.0 189,860 +110,283 5 —
☆AGG funds › ISHARES CORE U.S. AGG BND TRIM — 3.3% -0.6% 8.7 87,631 -2,664 5 —
☆BBUS funds › JPMORGAN BETABUILDERS U.S. EQY TRIM — 2.7% -0.1% 7.1 52,784 -1,299 5 —
☆FDVV funds › FIDELITY HIGH DIV TRIM — 2.6% -0.3% 6.8 113,541 -5,543 5 —
☆JIVE funds › JPMORGAN INTL VALUE TRIM — 2.4% -0.2% 6.5 70,316 -672 5 —
☆VXUS funds › VNGRD TOTAL INTL STOCK ADD — 2.3% -0.1% 6.0 69,724 +137 5 —
☆FESM funds › FIDELITY ENHANCED SMALL CAP CORE NEW — 2.0% +2.0% 5.2 107,460 +107,460 1 —
☆PMBS funds › PIMCO MORTGAGE-BACKED SEC ACTIVE ETF ADD — 1.6% -0.1% 4.3 87,314 +8,568 3 —
☆CGIE funds › CAPITAL GROUP INTL EQY ADD — 1.6% +1.5% 4.3 114,617 +107,099 5 —
☆MUB funds › ISHARES NATIONAL MUNI BND TRIM — 1.5% -0.2% 3.9 36,294 -615 5 —
☆JEMA funds › JPMORGAN ACTIVEBUILDERS EMRGNG MKTS EQY ADD — 1.4% +1.2% 3.8 58,972 +47,107 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION COM TRIM — 1.3% -0.4% 3.4 3,679 -146 5 —
☆CORP funds › PIMCO INVST GRADE CORP BND IDX ADD — 1.3% -0.1% 3.4 35,044 +2,260 3 —
☆PHEQ funds › PARAMETRIC HEDGED EQY TRIM — 1.2% -0.6% 3.2 93,892 -38,171 5 —
☆XLU funds › STATE ST UTILITIES SEL SECTR SPDR ADD — 1.2% -0.1% 3.1 68,496 +5,595 5 —
☆ROCY funds › JPMORGAN EQY PREMIUM YIELD NEW — 1.1% +1.1% 2.8 51,337 +51,337 1 —
☆GCC funds › WISDOMTREE ENHANCED COMM STGY ADD — 1.0% -0.1% 2.8 121,737 +13,130 5 —
☆MUNI funds › PIMCO INT MUN BND ACTIVE ETF ADD — 1.0% -0.1% 2.7 51,719 +3,471 3 —
☆JBND funds › JPMORGAN ACTIVE BND ADD — 0.9% +0.2% 2.4 45,741 +16,357 3 —
☆AMZN funds › AMAZON COM INC COM ADD — 0.9% +0.0% 2.4 9,876 +34 5 —
☆CAT funds › CATERPILLAR INC COM TRIM — 0.9% +0.2% 2.3 2,141 -82 5 —
☆ZECP funds › ZACKS EARNINGS CONSISTENT PORT TRIM — 0.8% -1.6% 2.2 59,051 -105,159 5 —
☆MINO funds › PIMCO MUN INC OPP ACTIVE ETF ADD — 0.8% -0.1% 2.2 48,061 +2,406 3 —
☆JIRE funds › JPMORGAN INTL RESEARCH ENHANCED EQY ADD — 0.8% -0.0% 2.2 26,189 +593 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC COM ADD — 0.8% +0.5% 2.1 3,682 +39 5 —
☆JCPB funds › JPMORGAN CORE PLUS BND ADD — 0.7% -0.1% 1.9 41,145 +1,709 5 —
☆HYS funds › PIMCO 0-5 YEAR HIGH YIELD CORP BND IDX ETF ADD — 0.6% +0.3% 1.7 18,160 +9,057 3 —
☆JNJ funds › JOHNSON and JOHNSON COM ADD — 0.6% -0.1% 1.7 6,634 +101 5 —
☆GOOGL funds › ALPHABET INC CAP STK CL A ADD — 0.6% +0.1% 1.7 4,702 +143 5 —
☆PCAR funds › PACCAR INC COM ADD — 0.6% -0.1% 1.7 13,759 +28 5 —
☆META funds › META PLATFORMS INC CL A ADD — 0.5% -0.1% 1.4 2,572 +21 5 —
☆ABBV funds › ABBVIE INC COM TRIM — 0.5% +0.0% 1.4 5,660 -10 5 —
☆JPM funds › JPMORGAN CHASE and CO COM ADD — 0.5% -0.0% 1.4 4,295 +66 5 —
☆AVGO funds › BROADCOM INC COM ADD — 0.5% +0.0% 1.4 3,599 +58 5 —
☆BAC funds › BANK OF AMER CORP COM ADD — 0.5% +0.0% 1.4 23,819 +368 5 —
☆SBUX funds › STARBUCKS CORP COM TRIM — 0.5% -0.0% 1.3 13,012 -999 5 —
☆BA funds › BOEING CO COM TRIM — 0.5% -0.0% 1.3 6,059 -263 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD — 0.5% -0.0% 1.3 2,534 +23 5 —
☆ROCQ funds › JPMORGAN NASDAQ EQY PREMIUM YIELD NEW — 0.5% +0.5% 1.3 21,864 +21,864 1 —
☆CSCO funds › CISCO SYS INC COM TRIM — 0.5% +0.1% 1.2 10,390 -567 5 —
☆JUSA funds › JPMORGAN U.S. RESEARCH ENHANCED LARGE CAP NEW — 0.5% +0.5% 1.2 17,831 +17,831 1 —
☆SMIZ funds › ZACKS SMALL/MID CAP TRIM — 0.4% -2.0% 1.1 25,334 -124,064 5 —
☆LLY funds › ELI LILLY and CO COM ADD — 0.4% +0.1% 1.1 933 +16 5 —
☆MRVL funds › MARVELL TECH INC COM ADD — 0.4% +0.3% 1.1 3,717 +22 5 —
☆PG funds › PROCTER and GAMBLE CO COM ADD — 0.4% -0.0% 1.0 7,101 +132 5 —
☆GOOG funds › ALPHABET INC CAP STK CL C ADD — 0.4% +0.0% 1.0 2,891 +94 5 —
☆WMT funds › WALMART INC COM ADD — 0.4% -0.1% 1.0 8,910 +51 5 —
☆JAVA funds › JPMORGAN ACTIVE VALUE TRIM — 0.4% -0.2% 1.0 12,509 -4,905 5 —
☆MU funds › MICRON TECH INC COM ADD — 0.4% +0.3% 1.0 851 +146 2 —
☆JGRO funds › JPMORGAN ACTIVE GROWTH TRIM — 0.4% -0.2% 1.0 9,794 -5,149 5 —
☆LRCX funds › LAM RESEARCH CORP COM NEW TRIM — 0.4% +0.1% 0.9 2,138 -88 4 —
☆DELL funds › DELL TECHNOLOGIES INC CL C TRIM — 0.3% +0.2% 0.9 2,091 -86 5 —
☆EMR funds › EMERSON ELEC CO COM ADD — 0.3% -0.0% 0.9 6,178 +5 5 —
☆GROZ funds › ZACKS FOCUS GROWTH ADD — 0.3% +0.0% 0.9 26,780 +2,441 5 —
☆MMM funds › 3M CO COM TRIM — 0.3% -0.0% 0.8 5,036 -258 5 —
☆HD funds › HOME DEPOT INC COM ADD — 0.3% -0.0% 0.8 2,285 +32 5 —
☆XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW — 0.3% +0.3% 0.8 5,877 +5,877 1 —
☆IEMG funds › ISHARES CORE MSCI EMRGNG MKTS ADD — 0.3% +0.0% 0.8 9,406 +583 5 —
☆NEE funds › NEXTERA ENERGY INC COM TRIM — 0.3% -0.1% 0.8 8,740 -268 5 —
☆IBM funds › INTL BUSINESS MACHS COM ADD — 0.3% +0.0% 0.7 2,663 +19 5 —
☆SPYM funds › STATE ST SPDR PORT SP 500 ADD — 0.3% +0.1% 0.7 8,086 +1,772 5 —
☆KO funds › COCA COLA CO COM ADD — 0.3% -0.0% 0.7 8,574 +463 5 —
☆TSLA funds › TESLA INC COM TRIM — 0.3% -0.0% 0.7 1,661 -38 5 —
☆JGLO funds › JPMORGAN GLOBAL SEL EQY GLOBAL SEL EQY TRIM — 0.3% -0.3% 0.7 9,669 -9,471 5 —
☆TSM funds › TAIWAN SEMI COND MANUFACT SPNSD ADS ADD — 0.3% +0.1% 0.7 1,432 +136 5 —
☆BND funds › VNGRD TOTAL BND MKT ADD — 0.3% +0.1% 0.7 9,019 +3,029 5 —
☆VTI funds › VNGRD MORN TOTAL STOCK MKT TRIM — 0.2% +0.0% 0.6 1,721 -6 5 —
☆IWF funds › ISHARES RUSSELL 1000 GROWTH ADD — 0.2% +0.0% 0.6 5,012 +3,759 5 —
☆CVX funds › CHEVRON CORPORATION COM TRIM — 0.2% -0.1% 0.6 3,742 -114 5 —
☆AMAT funds › APPLIED MATLS INC COM ADD — 0.2% +0.1% 0.6 852 +7 2 —
☆V funds › VISA INC COM CL A ADD — 0.2% +0.0% 0.6 1,763 +35 5 —
☆ADP funds › AUTOMATIC DATA PROCESSING INC COM ADD — 0.2% +0.0% 0.6 2,500 +147 5 —
☆C funds › CITIGROUP INC COM NEW ADD — 0.2% +0.0% 0.6 3,958 +48 5 —
☆GE funds › GE AEROSPACE COM NEW ADD — 0.2% +0.0% 0.5 1,431 +42 5 —
☆PNC funds › PNC FINL SVCS GROUP INC COM ADD — 0.2% +0.0% 0.5 2,122 +103 5 —
☆NFLX funds › NETFLIX INC. COM TRIM — 0.2% -0.1% 0.5 7,141 -196 5 —
☆WFC funds › WELLS FARGO and CO COM ADD — 0.2% -0.0% 0.5 6,090 +48 5 —
☆MCD funds › MCDONALDS CORP COM TRIM — 0.2% -0.1% 0.5 1,849 -442 5 —
☆CAH funds › CARDINAL HEALTH INC COM ADD — 0.2% -0.0% 0.5 2,001 +12 5 —
☆MO funds › ALTRIA GROUP INC COM ADD — 0.2% -0.0% 0.5 6,433 +151 5 —
☆STX funds › SEAGATE TECH HLDNGS PLC ORD SHS NEW — 0.2% +0.2% 0.4 463 +463 1 —
☆VO funds › VNGRD MORN MID-CAP ADD — 0.2% -0.0% 0.4 5,408 +4,056 5 —
☆EME funds › EMCOR GROUP INC COM ADD — 0.2% -0.0% 0.4 521 +3 5 —
☆JIG funds › JPMORGAN INTL GROWTH ADD — 0.2% +0.0% 0.4 4,952 +128 4 —
☆USB funds › US BANCORP COM NEW ADD — 0.2% +0.0% 0.4 7,065 +18 5 —
☆ABT funds › ABBOTT LABORATORIES COM TRIM — 0.2% -0.1% 0.4 4,749 -149 5 —
☆LMT funds › LOCKHEED MARTIN CORP COM TRIM — 0.2% -0.1% 0.4 842 -23 5 —
☆GLW funds › CORNING INC COM TRIM — 0.2% +0.1% 0.4 1,636 -68 2 —
☆WDC funds › WESTERN DIGITAL CORP COM NEW — 0.2% +0.2% 0.4 649 +649 1 —
☆FISV funds › FISERV INC COM TRIM — 0.2% -0.0% 0.4 8,323 -10 5 —
☆KLAC funds › KLA CORP COM NEW NEW — 0.2% +0.2% 0.4 1,350 +1,350 1 —
☆NUE funds › NUCOR CORP COM ADD — 0.2% +0.0% 0.4 1,800 +21 5 —
☆VOO funds › VNGRD SP 500 TRIM — 0.2% -0.0% 0.4 586 -70 5 —
☆JPIE funds › JPMORGAN INC TRIM — 0.2% -0.0% 0.4 8,681 -265 5 —
☆QQQ funds › INVESCO QQQ TRUST SERIES I ADD — 0.1% +0.0% 0.4 533 +14 5 —
☆GILD funds › GILEAD SCIENCES INC COM ADD — 0.1% -0.0% 0.4 3,101 +153 5 —
☆PM funds › PHILIP MORRIS INTL INC COM ADD — 0.1% +0.0% 0.4 2,119 +145 5 —
☆VZ funds › VERIZON COMMS INC COM TRIM — 0.1% -0.1% 0.4 8,841 -693 5 —
☆APH funds › AMPHENOL CORP CL A ADD — 0.1% +0.0% 0.4 2,100 +33 5 —
☆VIG funds › VNGRD DIV APP ADD — 0.1% -0.0% 0.4 1,557 +38 5 —
☆SO funds › SOUTHERN CO COM ADD — 0.1% -0.0% 0.4 3,775 +91 5 —
☆GEV funds › GE VERNOVA INC COM ADD — 0.1% +0.0% 0.4 306 +4 2 —
☆VTEB funds › VNGRD TAX-EXEMPT BND TRIM — 0.1% -0.0% 0.4 6,999 -26 5 —
☆HIG funds › HARTFORD INSURANCE GROUP INC COM TRIM — 0.1% -0.0% 0.4 2,658 -30 5 —
☆QCOM funds › QUALCOMM INC COM TRIM — 0.1% +0.0% 0.4 1,909 -11 5 —
☆AMGN funds › AMGEN INC COM TRIM — 0.1% -0.0% 0.4 973 -51 5 —
☆FDEM funds › FIDELITY EMRGNG MKTS MULTIFACTOR TRIM — 0.1% -1.3% 0.3 9,573 -95,284 5 —
☆NVS funds › NOVARTIS AG SPNSD ADR ADD — 0.1% -0.0% 0.3 2,153 +128 5 —
☆QUIZ funds › ZACKS QUALITY INTL ADD — 0.1% +0.0% 0.3 11,327 +3,121 2 —
☆INTC funds › INTEL CORP COM NEW — 0.1% +0.1% 0.3 2,317 +2,317 1 —
☆RTX funds › RTX CORPORATION COM TRIM — 0.1% -0.0% 0.3 1,697 -12 5 —
☆KMI funds › KINDER MORGAN INC DEL COM TRIM — 0.1% -0.0% 0.3 9,938 -213 5 —
☆CTAS funds › CINTAS CORP COM TRIM — 0.1% -0.0% 0.3 1,858 -219 5 —
☆SPIB funds › STATE ST SPDR PORT INT TERM CORP BND TRIM — 0.1% -0.0% 0.3 9,195 -153 5 —
☆CB funds › CHUBB LIMITED COM TRIM — 0.1% -0.0% 0.3 895 -4 5 —
☆SCHW funds › CHARLES SCH CORP (THE) COM ADD — 0.1% -0.0% 0.3 3,323 +25 5 —
☆AEP funds › AMERICAN ELEC PWR CO INC COM ADD — 0.1% -0.0% 0.3 2,227 +27 5 —
☆PANW funds › PALO ALTO NETWORKS INC COM NEW — 0.1% +0.1% 0.3 893 +893 1 —
☆MTB funds › M and T BK CORP COM ADD — 0.1% +0.0% 0.3 1,270 +21 5 —
☆MRK funds › MERCK and CO INC COM ADD — 0.1% -0.0% 0.3 2,337 +30 3 —
☆MA funds › MASTERCARD INCORPD CL A ADD — 0.1% -0.0% 0.3 586 +2 5 —
☆PHM funds › PULTE GROUP INC COM ADD — 0.1% +0.0% 0.3 2,174 +25 4 —
☆PH funds › PARKER-HANNIFIN CORP COM ADD — 0.1% -0.0% 0.3 302 +4 5 —
☆DE funds › DEERE and CO COM TRIM — 0.1% -0.0% 0.3 457 -65 5 —
☆VCSH funds › VNGRD SHORT-TERM CORP BND ADD — 0.1% +0.0% 0.3 3,644 +557 3 —
☆TRV funds › TRAVELERS COMPANIES INC COM ADD — 0.1% +0.0% 0.3 851 +29 5 —
☆UNH funds › UNITEDHEALTH GROUP INC COM NEW — 0.1% +0.1% 0.3 675 +675 1 —
☆BNY funds › BANK OF NY MELLON CORP COM TRIM — 0.1% +0.0% 0.3 1,937 -4 4 —
☆WM funds › WASTE MGMT INC DEL COM ADD — 0.1% -0.0% 0.3 1,222 +2 5 —
☆NSC funds › NORFOLK SOUTHN CORP COM ADD — 0.1% -0.0% 0.3 863 +6 5 —
☆MCK funds › MCKESSON CORP COM HOLD — 0.1% -0.0% 0.3 359 +0 5 —
☆PEP funds › PEPSICO INC COM TRIM — 0.1% -0.0% 0.3 1,976 -7 5 —
☆MET funds › METLIFE INC COM ADD — 0.1% +0.0% 0.3 3,142 +58 5 —
☆CMI funds › CUMMINS INC COM NEW — 0.1% +0.1% 0.3 369 +369 1 —
☆VRT funds › VERTIV HOLDINGS CO COM CL A NEW — 0.1% +0.1% 0.3 785 +785 1 —
☆GS funds › GOLDMAN SACHS GROUP INC COM ADD — 0.1% +0.0% 0.3 260 +8 3 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO COM ADD — 0.1% -0.0% 0.3 4,563 +291 2 —
☆SPY funds › STATE ST SPDR SP 500 HOLD — 0.1% +0.0% 0.3 341 +0 5 —
☆PSK funds › STATE ST SPDR ICE PREFERRED SEC HOLD — 0.1% -0.0% 0.2 8,211 +0 5 —
☆IWV funds › ISHARES RUSSELL 3000 HOLD — 0.1% +0.0% 0.2 584 +0 5 —
☆JCAL funds › JPMORGAN CALIFORNIA TAX FREE BND NEW — 0.1% +0.1% 0.2 4,930 +4,930 1 —
☆MCO funds › MOODYS CORP COM ADD — 0.1% -0.0% 0.2 540 +40 5 —
☆MFC funds › MANULIFE FINL CORP COM HOLD — 0.1% +0.0% 0.2 6,044 +0 3 —
☆VCRB funds › VNGRD CORE BND HOLD — 0.1% -0.0% 0.2 3,103 +0 3 —
☆PPL funds › PPL CORP COM ADD — 0.1% -0.0% 0.2 6,443 +19 5 —
☆AFL funds › AFLAC INC COM TRIM Common Stock 0.1% -0.0% 0.2 2,009 -25 5 —
☆BLK funds › BLACKROCK INC COM ADD — 0.1% -0.0% 0.2 243 +12 5 —
☆FIX funds › COMFORT SYS USA INC COM NEW — 0.1% +0.1% 0.2 116 +116 1 —
☆XLK funds › STATE ST TECH SEL SECTR SPDR NEW — 0.1% +0.1% 0.2 1,203 +1,203 1 —
☆VGSH funds › VNGRD SHORT-TERM TRSY ADD — 0.1% -0.0% 0.2 3,853 +49 3 —
☆LOW funds › LOWES COS INC COM TRIM — 0.1% -0.0% 0.2 1,006 -25 4 —
☆IEFA funds › ISHARES CORE MSCI EAFE NEW — 0.1% +0.1% 0.2 2,270 +2,270 1 —
☆AXP funds › AMERICAN EXPRESS CO COM NEW — 0.1% +0.1% 0.2 637 +637 1 —
☆EOG funds › EOG RES INC COM TRIM — 0.1% -0.0% 0.2 1,642 -38 2 —
☆EFAA funds › INVESCO MSCI EAFE INC ADVANTAGE NEW — 0.1% +0.1% 0.2 3,769 +3,769 1 —
☆TEL funds › TE CONNECTIVITY PLC ORD SHS ADD — 0.1% -0.0% 0.2 1,037 +19 5 —
☆CRM funds › SALESFORCE INC COM TRIM — 0.1% -0.0% 0.2 1,320 -213 5 —
☆CLS funds › CELESTICA INC COM NEW — 0.1% +0.1% 0.2 562 +562 1 —
☆COP funds › CONOCOPHILLIPS COM TRIM — 0.1% -0.0% 0.2 1,956 -39 5 —
☆BIL funds › STATE ST SPDR BLOOMBERG 1-3 MO T-BILL ADD — 0.1% -0.0% 0.2 2,219 +11 2 —
☆ORCL funds › ORACLE CORP COM NEW — 0.1% +0.1% 0.2 1,387 +1,387 1 —
☆PLD funds › PROLOGIS INC. COM NEW — 0.1% +0.1% 0.2 1,490 +1,490 1 —
☆ALK funds › ALASKA AIR GROUP INC COM NEW — 0.1% +0.1% 0.2 3,849 +3,849 1 —
☆F funds › FORD MTR CO COM ADD — 0.1% +0.0% 0.2 13,652 +754 5 —
☆BBDO funds › BANCO BRADESCO S A SPNSD ADR ADD — 0.0% +0.0% 0.0 13,536 +3,054 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT — 0.0% -0.1% 0.0 0 -1,093 0 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT — 0.0% -0.4% 0.0 0 -5,960 0 —
☆T funds › AT&T INC COM EXIT — 0.0% -0.1% 0.0 0 -8,972 0 —
☆PAPI funds › PARAMETRIC EQUITY PREMIUM INCOME ETF EXIT — 0.0% -1.2% 0.0 0 -98,737 0 —
☆NEM funds › NEWMONT CORP COM EXIT — 0.0% -0.1% 0.0 0 -2,037 0 —
☆VSDM funds › VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF EXIT — 0.0% -0.1% 0.0 0 -3,608 0 —
☆VCRM funds › VANGUARD CORE TAX-EXEMPT BOND ETF EXIT — 0.0% -0.1% 0.0 0 -3,684 0 —
☆HSY funds › HERSHEY CO COM EXIT — 0.0% -0.1% 0.0 0 -995 0 —
☆PFE funds › PFIZER INC COM EXIT — 0.0% -0.1% 0.0 0 -7,254 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 264 171 0.14 43% 0.026 0.240 — in
2026Q1 230 157 0.07 45% 0.028 0.380 — in
2025Q4 236 154 0.19 47% 0.031 0.167 — in
2025Q3 232 150 0.03 45% 0.031 0.413 — in
2025Q2 224 148 0.18 46% 0.033 0.196 — entered
2025Q1 228 741 0.00 37% 0.021 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