Fund Universe

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☆Endowment Wealth Management, Inc.

CIK 0001904477 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.293
AUM ($M)
259
Positions
181
Turnover
0.09
Top-10 wt
38%
Herfindahl
0.021
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 190 positions · portfolio value $259M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆ITOT funds › ISHARES TR ADD — 6.0% +0.4% 15.5 94,640 +5,751 5 —
☆PSP funds › INVESCO EXCHANGE TRADED FD T ADD — 5.0% -0.7% 12.9 232,282 +5,597 5 —
☆VTI funds › VANGUARD INDEX FDS ADD — 4.6% +0.2% 11.8 31,847 +1,152 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II ADD — 4.2% +1.1% 10.8 66,902 +4,028 5 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T ADD — 3.7% +0.4% 9.6 106,985 +7,163 5 —
☆COWZ funds › PACER FDS TR ADD — 3.5% -0.3% 9.1 146,141 +9,986 5 —
☆QAI funds › NEW YORK LIFE INVESTMENTS ET ADD — 3.1% -0.2% 8.0 217,224 +585 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 3.0% -0.7% 7.8 38,920 -9,266 5 —
☆IUSG funds › ISHARES TR ADD — 2.7% +0.3% 6.9 36,936 +1,840 5 —
☆EFA funds › ISHARES TR ADD — 2.7% +0.0% 6.9 66,584 +4,939 5 —
☆DGRO funds › ISHARES TR ADD — 2.2% +0.0% 5.7 75,683 +5,513 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 1.9% +0.0% 4.9 31,316 +263 5 —
☆JPST funds › J P MORGAN EXCHANGE TRADED F ADD — 1.9% -0.2% 4.9 96,439 +1,979 5 —
☆IJR funds › ISHARES TR ADD — 1.9% +0.2% 4.8 32,391 +1,753 5 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC ADD — 1.8% +0.4% 4.8 13,241 +10 5 —
☆IEMG funds › ISHARES INC ADD — 1.6% +0.1% 4.2 50,784 +1,644 5 —
☆SCZ funds › ISHARES TR ADD — 1.6% -0.0% 4.1 50,158 +3,566 5 —
☆DEM funds › WISDOMTREE TR ADD — 1.6% +0.0% 4.0 74,809 +4,702 5 —
☆IDEQ funds › LAZARD ACTIVE ETF TR ADD — 1.5% +0.1% 4.0 113,659 +8,028 3 —
☆EZU funds › ISHARES INC ADD — 1.5% +0.1% 3.9 56,250 +4,356 5 —
☆CRCL funds › CIRCLE INTERNET GROUP INC ADD — 1.4% -1.0% 3.7 58,704 +2,137 5 —
☆SHYG funds › ISHARES TR ADD — 1.1% -0.1% 3.0 70,113 +1,519 5 —
☆GSY funds › INVESCO ACTIVELY MANAGED EXC ADD — 1.1% -0.1% 3.0 59,051 +1,097 5 —
☆LMBS funds › FIRST TR EXCHANGE-TRADED FD ADD — 1.1% -0.1% 3.0 59,280 +1,053 5 —
☆IEI funds › ISHARES TR ADD — 1.1% -0.2% 2.9 24,794 +180 5 —
☆IEFA funds › ISHARES TR ADD — 1.1% -0.0% 2.9 29,527 +1,205 5 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 1.1% +0.1% 2.7 14,393 -1,842 5 —
☆FEMB funds › FIRST TR EXCH TRADED FD III ADD — 0.9% -0.1% 2.4 81,169 +2,256 3 —
☆IWC funds › ISHARES TR ADD — 0.9% +0.1% 2.3 11,587 +526 5 —
☆JSI funds › JANUS DETROIT STR TR ADD — 0.9% -0.1% 2.2 42,939 +1,108 3 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC ADD — 0.8% +0.2% 2.2 4,532 +107 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.8% -0.1% 2.0 5,487 +190 5 —
☆CALF funds › PACER FDS TR ADD — 0.8% +0.1% 2.0 39,268 +4,171 5 —
☆IBDR funds › ISHARES TR ADD — 0.7% -0.1% 1.9 78,510 +1,553 3 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 0.7% -0.1% 1.9 25,778 +1,030 5 —
☆IBHF funds › ISHARES TR ADD — 0.7% -0.1% 1.9 82,690 +2,152 3 —
☆MOAT funds › VANECK ETF TRUST ADD — 0.7% +0.0% 1.9 17,871 +1,338 5 —
☆IBTG funds › ISHARES TR ADD — 0.7% -0.1% 1.8 79,434 +399 3 —
☆INDA funds › ISHARES TR ADD — 0.7% +0.0% 1.8 35,815 +4,024 5 —
☆FTSL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.7% -0.1% 1.8 39,232 +1,144 5 —
☆AAPL funds › APPLE INC ADD — 0.7% +0.1% 1.7 5,820 +521 5 —
☆PCY funds › INVESCO EXCH TRADED FD TR II ADD — 0.6% -0.1% 1.7 77,525 +1,715 5 —
☆SMH funds › VANECK ETF TRUST TRIM — 0.6% +0.2% 1.5 2,346 -59 5 —
☆IUSV funds › ISHARES TR TRIM — 0.6% -0.0% 1.5 13,299 -44 5 —
☆VNQI funds › VANGUARD INTL EQUITY INDEX F ADD — 0.5% -0.1% 1.4 30,184 +954 5 —
☆AIQ funds › GLOBAL X FDS ADD — 0.5% +0.1% 1.3 20,540 +1,068 5 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.5% +0.3% 1.3 14,331 +5,542 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 0.5% -0.0% 1.3 13,199 +159 5 —
☆CHAT funds › TIDAL TRUST II ADD — 0.4% +0.1% 1.1 11,473 +748 5 —
☆IBB funds › ISHARES TR TRIM — 0.4% -0.2% 1.1 5,691 -2,312 5 —
☆XBI funds › SPDR SERIES TRUST NEW — 0.4% +0.4% 1.0 6,409 +6,409 1 —
☆GHYG funds › ISHARES INC ADD — 0.4% -0.0% 1.0 21,501 +211 5 —
☆LLY funds › ELI LILLY & CO ADD — 0.4% +0.1% 1.0 809 +44 5 —
☆SHLD funds › GLOBAL X FDS NEW — 0.4% +0.4% 1.0 16,060 +16,060 1 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II ADD — 0.4% +0.1% 0.9 3,040 +373 5 —
☆FLY funds › FIREFLY AEROSPACE INC TRIM — 0.4% -0.1% 0.9 31,314 -6,000 2 —
☆BOTZ funds › GLOBAL X FDS TRIM — 0.3% -0.0% 0.9 23,535 -2,835 5 —
☆ABBV funds › ABBVIE INC ADD — 0.3% +0.0% 0.9 3,494 +186 5 —
☆TDIV funds › FIRST TR EXCHANGE TRADED FD ADD — 0.3% +0.1% 0.9 7,592 +869 5 —
☆SKYY funds › FIRST TR EXCHANGE-TRADED FD TRIM — 0.3% -0.1% 0.9 6,445 -3,462 5 —
☆JTEK funds › J P MORGAN EXCHANGE TRADED F NEW — 0.3% +0.3% 0.9 7,689 +7,689 1 —
☆EMB funds › ISHARES TR ADD — 0.3% -0.0% 0.8 8,137 +279 5 —
☆ROKT funds › SPDR SERIES TRUST NEW — 0.3% +0.3% 0.8 6,487 +6,487 1 —
☆MDIV funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.3% -0.1% 0.8 46,308 -5,163 5 —
☆NFLX funds › NETFLIX INC. TRIM — 0.3% -0.3% 0.7 10,463 -2,720 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS TRIM — 0.3% -0.0% 0.7 15,408 -128 5 —
☆AVGO funds › BROADCOM INC ADD — 0.3% +0.1% 0.7 1,948 +670 2 —
☆UBER funds › UBER TECHNOLOGIES INC HOLD — 0.3% -0.0% 0.7 10,193 +0 5 —
☆MLPA funds › GLOBAL X FDS TRIM — 0.3% -0.1% 0.7 13,767 -1,742 5 —
☆WTMF funds › WISDOMTREE TR ADD — 0.3% -0.0% 0.7 17,596 +497 5 —
☆BINC funds › BLACKROCK ETF TRUST II ADD — 0.3% -0.0% 0.7 12,988 +439 5 —
☆AMLP funds › ALPS ETF TR ADD ETP 0.3% -0.0% 0.7 12,809 +293 5 —
☆NFRA funds › FLEXSHARES TR ADD — 0.3% -0.0% 0.7 10,300 +410 5 —
☆IEO funds › ISHARES TR ADD — 0.3% -0.1% 0.7 5,996 +29 5 —
☆KBWD funds › INVESCO EXCH TRADED FD TR II TRIM — 0.3% -0.1% 0.7 52,469 -5,514 5 —
☆EEM funds › ISHARES TR TRIM — 0.2% +0.0% 0.6 8,836 -64 5 —
☆IAU funds › ISHARES GOLD TR ADD — 0.2% -0.0% 0.6 7,776 +1,209 5 —
☆WOOD funds › ISHARES TR ADD — 0.2% -0.0% 0.6 8,622 +474 5 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC ADD — 0.2% -0.1% 0.6 4,870 +6 5 —
☆BIL funds › SPDR SERIES TRUST ADD — 0.2% -0.0% 0.6 6,013 +111 5 —
☆FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD — 0.2% -0.0% 0.5 10,706 +1,703 5 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.2% -0.0% 0.5 1,665 +20 5 —
☆PCEF funds › INVESCO EXCH TRADED FD TR II TRIM — 0.2% -0.0% 0.5 25,516 -2,888 5 —
☆PDBC funds › INVESCO ACTVELY MNGD ETC FD ADD — 0.2% -0.0% 0.5 32,629 +409 5 —
☆IDEV funds › ISHARES TR ADD — 0.2% -0.0% 0.5 5,786 +31 5 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.2% -0.0% 0.5 505 -4 5 —
☆JEPI funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.2% -0.1% 0.5 8,715 -916 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.2% -0.0% 0.5 2,050 -41 5 —
☆EEMV funds › ISHARES INC TRIM — 0.2% +0.0% 0.5 6,358 -5 5 —
☆BLOK funds › AMPLIFY ETF TR NEW — 0.2% +0.2% 0.5 7,483 +7,483 1 —
☆PICK funds › ISHARES INC ADD — 0.2% -0.0% 0.5 8,057 +102 5 —
☆IEUR funds › ISHARES TR ADD — 0.2% -0.0% 0.5 6,132 +68 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC TRIM — 0.2% +0.1% 0.5 791 -350 3 —
☆TXN funds › TEXAS INSTRS INC NEW — 0.2% +0.2% 0.4 1,503 +1,503 1 —
☆ASML funds › ASML HLDG NV HOLD — 0.2% +0.0% 0.4 216 +0 3 —
☆BIZD funds › VANECK ETF TRUST TRIM — 0.2% -0.0% 0.4 33,814 -2,411 5 —
☆CION funds › CION INVT CORP ADD — 0.2% -0.0% 0.4 68,503 +2,103 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.2% +0.1% 0.4 833 +394 2 —
☆GOOGL funds › ALPHABET INC NEW — 0.2% +0.2% 0.4 1,165 +1,165 1 —
☆BAI funds › BLACKROCK ETF TRUST NEW — 0.2% +0.2% 0.4 7,859 +7,859 1 —
☆PLXS funds › PLEXUS CORP HOLD — 0.2% +0.0% 0.4 1,336 +0 3 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.2% +0.1% 0.4 576 +192 3 —
☆CSCO funds › CISCO SYS INC TRIM — 0.2% +0.0% 0.4 3,314 -177 5 —
☆GLTR funds › ABRDN PRECIOUS METALS BASKET ADD — 0.1% -0.0% 0.4 2,141 +120 5 —
☆ETN funds › EATON CORP PLC TRIM — 0.1% +0.0% 0.4 907 -11 4 —
☆TJX funds › TJX COS INC NEW TRIM — 0.1% -0.0% 0.4 2,458 -45 5 —
☆VRP funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 0.4 15,253 -1,754 5 —
☆APH funds › AMPHENOL CORP NEW — 0.1% +0.1% 0.4 2,061 +2,061 1 —
☆IEF funds › ISHARES TR ADD — 0.1% -0.0% 0.4 3,836 +350 3 —
☆AGG funds › ISHARES TR ADD — 0.1% -0.0% 0.4 3,580 +185 5 —
☆PAVE funds › GLOBAL X FDS ADD — 0.1% +0.0% 0.3 5,875 +428 5 —
☆BE funds › BLOOM ENERGY CORP NEW — 0.1% +0.1% 0.3 1,137 +1,137 1 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.1% +0.0% 0.3 4,656 -43 5 —
☆TSLA funds › TESLA INC NEW — 0.1% +0.1% 0.3 798 +798 1 —
☆CVX funds › CHEVRON CORPORATION TRIM — 0.1% -0.1% 0.3 1,996 -68 5 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% -0.0% 0.3 1,711 -65 5 —
☆SHW funds › SHERWIN WILLIAMS CO TRIM — 0.1% -0.0% 0.3 932 -22 5 —
☆KMB funds › KIMBERLY-CLARK CORP ADD — 0.1% +0.0% 0.3 2,876 +234 5 —
☆MLPX funds › GLOBAL X FDS ADD — 0.1% -0.0% 0.3 4,278 +340 5 —
☆CPNG funds › COUPANG INC ADD — 0.1% -0.0% 0.3 18,132 +817 5 —
☆KTB funds › KONTOOR BRANDS INC ADD — 0.1% +0.0% 0.3 3,753 +324 2 —
☆SRLN funds › SSGA ACTIVE ETF TR ADD — 0.1% -0.0% 0.3 7,696 +862 5 —
☆V funds › VISA INC TRIM — 0.1% -0.0% 0.3 900 -143 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 0.3 593 +5 5 —
☆GOOG funds › ALPHABET INC TRIM — 0.1% -0.1% 0.3 850 -509 4 —
☆EMLP funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.1% -0.0% 0.3 6,826 +588 5 —
☆AME funds › AMETEK INC TRIM — 0.1% -0.0% 0.3 1,215 -23 2 —
☆IVV funds › ISHARES TR NEW — 0.1% +0.1% 0.3 388 +388 1 —
☆MCK funds › MCKESSON CORP ADD — 0.1% -0.0% 0.3 380 +17 2 —
☆NVS funds › NOVARTIS AG ADD — 0.1% +0.0% 0.3 1,830 +236 3 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 0.3 1,928 -60 5 —
☆TOTL funds › SSGA ACTIVE ETF TR ADD — 0.1% -0.0% 0.3 7,064 +308 5 —
☆PGHY funds › INVESCO EXCH TRADED FD TR II ADD — 0.1% -0.0% 0.3 14,023 +743 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 0.3 2,522 +61 3 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.1% +0.0% 0.3 3,112 +2,594 5 —
☆CASY funds › CASEYS GEN STORES INC NEW — 0.1% +0.1% 0.3 335 +335 1 —
☆SJNK funds › SPDR SERIES TRUST ADD — 0.1% -0.0% 0.3 10,641 +585 5 —
☆RWO funds › SPDR INDEX SHS FDS TRIM — 0.1% -0.0% 0.3 5,310 -635 5 —
☆MCO funds › MOODYS CORP ADD — 0.1% -0.0% 0.3 578 +7 5 —
☆BOND funds › PIMCO ETF TR ADD — 0.1% -0.0% 0.3 2,840 +163 3 —
☆MSI funds › MOTOROLA SOLUTIONS INC ADD — 0.1% -0.0% 0.3 619 +2 2 —
☆HYEM funds › VANECK ETF TRUST TRIM — 0.1% -0.0% 0.3 12,507 -1,369 5 —
☆REM funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 11,388 -1,213 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T NEW — 0.1% +0.1% 0.3 336 +336 1 —
☆OTF funds › BLUE OWL TECHNOLOGY FIN CORP ADD — 0.1% +0.0% 0.3 24,228 +7,657 2 —
☆BNDW funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 0.2 3,643 +251 3 —
☆SRVR funds › PACER FDS TR ADD — 0.1% -0.0% 0.2 7,664 +690 2 —
☆PSX funds › PHILLIPS 66 TRIM — 0.1% -0.0% 0.2 1,422 -84 2 —
☆NDAQ funds › NASDAQ INC ADD — 0.1% -0.0% 0.2 3,024 +3 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION NEW — 0.1% +0.1% 0.2 253 +253 1 —
☆TDTT funds › FLEXSHARES TR ADD — 0.1% -0.0% 0.2 9,814 +1,162 2 —
☆HSY funds › HERSHEY CO ADD — 0.1% -0.0% 0.2 1,317 +191 2 —
☆MDT funds › MEDTRONIC PLC TRIM — 0.1% -0.0% 0.2 2,936 -26 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST NEW — 0.1% +0.1% 0.2 801 +801 1 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.2 1,776 -18 2 —
☆DBMF funds › LITMAN GREGORY FDS TR ADD — 0.1% -0.0% 0.2 7,401 +545 2 —
☆DFTX funds › DEFINIUM THERAPEUTICS INC NEW — 0.1% +0.1% 0.2 4,793 +4,793 1 —
☆META funds › META PLATFORMS INC NEW — 0.1% +0.1% 0.2 400 +400 1 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.1% -0.0% 0.2 1,518 +3 5 —
☆CME funds › CME GROUP INC ADD — 0.1% -0.0% 0.2 997 +107 4 —
☆AMGN funds › AMGEN INC TRIM — 0.1% -0.0% 0.2 604 -6 2 —
☆SHEL funds › SHELL PLC TRIM — 0.1% -0.1% 0.2 2,820 -689 2 —
☆USB funds › US BANCORP NEW — 0.1% +0.1% 0.2 3,592 +3,592 1 —
☆KLAR funds › KLARNA GROUP PLC HOLD — 0.1% +0.0% 0.2 10,652 +0 2 —
☆KMI funds › KINDER MORGAN INC DEL TRIM — 0.1% -0.0% 0.2 6,711 -144 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.1% -0.0% 0.2 5,018 +913 2 —
☆WEC funds › WEC ENERGY GROUP INC ADD — 0.1% -0.0% 0.2 1,817 +15 2 —
☆UNP funds › UNION PAC CORP NEW — 0.1% +0.1% 0.2 777 +777 1 —
☆BABA funds › ALIBABA GROUP HLDG LTD TRIM — 0.1% -0.0% 0.2 2,188 -57 5 —
☆T funds › AT&T INC ADD — 0.1% -0.0% 0.2 10,119 +28 5 —
☆PM funds › PHILIP MORRIS INTL INC NEW — 0.1% +0.1% 0.2 1,119 +1,119 1 —
☆FPE funds › FIRST TR EXCH TRADED FD III TRIM — 0.1% -0.0% 0.2 10,440 -1,128 4 —
☆ERIC funds › TELEFONAKTIEBOLAGET LM ERICS NEW — 0.0% +0.0% 0.1 10,008 +10,008 1 —
☆HUMA funds › HUMACYTE INC HOLD — 0.0% +0.0% 0.1 105,418 +0 5 —
☆ABEV funds › AMBEV SA TRIM — 0.0% -0.0% 0.0 14,684 -1,328 5 —
☆RXRX funds › RECURSION PHARMACEUTICALS IN NEW — 0.0% +0.0% 0.0 12,480 +12,480 1 —
☆BBAI funds › BIGBEAR AI HLDGS INC NEW — 0.0% +0.0% 0.0 12,170 +12,170 1 —
☆RC funds › READY CAPITAL CORP HOLD — 0.0% -0.0% 0.0 25,163 +0 5 —
☆AISP funds › AIRSHIP AI HLDGS INC NEW — 0.0% +0.0% 0.0 10,000 +10,000 1 —
☆VGZ funds › VISTA GOLD CORP HOLD — 0.0% -0.0% 0.0 12,500 +0 5 —
☆CHRS funds › COHERUS ONCOLOGY INC HOLD — 0.0% -0.0% 0.0 11,521 +0 3 —
☆COP funds › CONOCOPHILLIPS EXIT — 0.0% -0.1% 0.0 0 -1,868 0 —
☆VGT funds › VANGUARD WORLD FD EXIT — 0.0% -0.1% 0.0 0 -437 0 —
☆HACK funds › AMPLIFY ETF TR EXIT — 0.0% -0.5% 0.0 0 -16,182 0 —
☆WCLD funds › WISDOMTREE TR EXIT — 0.0% -0.2% 0.0 0 -19,102 0 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN EXIT — 0.0% -0.1% 0.0 0 -1,046 0 —
☆HDB funds › HDFC BANK LTD EXIT — 0.0% -0.1% 0.0 0 -9,875 0 —
☆QQQ funds › INVESCO QQQ TR EXIT — 0.0% -0.1% 0.0 0 -411 0 —
☆HLN funds › HALEON PLC EXIT — 0.0% -0.0% 0.0 0 -10,062 0 —
☆INTU funds › INTUIT EXIT — 0.0% -0.1% 0.0 0 -661 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 259 181 0.09 38% 0.021 0.292 — in
2026Q1 226 165 0.06 38% 0.021 0.327 — in
2025Q4 218 151 0.21 40% 0.023 0.104 — in
2025Q3 220 156 0.08 38% 0.022 0.246 — in
2025Q2 194 157 0.13 40% 0.026 0.207 — entered
2025Q1 155 149 0.00 36% 0.022 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