☆Talisman Wealth Advisors LLC
Quality Q
0.009
AUM ($M)
134
Positions
110
Turnover
0.51
Top-10 wt
44%
Herfindahl
0.029
History (qtrs)
6
Excess Return
not eligible
AI Eval Run AI Eval
Holdings · 152 positions · portfolio value $134M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆PICK funds › | ISHARES INC | NEW | — | 8.3% | +8.3% | 11.2 | 146,346 | +146,346 | 1 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | NEW | — | 6.6% | +6.6% | 8.9 | 59,293 | +59,293 | 1 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 5.9% | +0.4% | 7.9 | 63,410 | +47,584 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | NEW | — | 5.2% | +5.2% | 7.0 | 221,635 | +221,635 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 4.4% | +0.3% | 6.0 | 16,090 | +283 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.2% | +0.2% | 4.3 | 14,919 | -13 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 3.1% | +0.2% | 4.2 | 20,986 | +354 | 5 | — |
| ☆IUSB funds › | ISHARES TR | ADD | — | 2.8% | +2.5% | 3.8 | 81,828 | +73,920 | 3 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 2.5% | -0.1% | 3.3 | 13,061 | -52 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 2.4% | -0.2% | 3.2 | 8,604 | -112 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 2.0% | +0.1% | 2.7 | 38,139 | -14 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 1.8% | +0.3% | 2.5 | 3,276 | +398 | 5 | — |
| ☆EEM funds › | ISHARES TR | NEW | — | 1.7% | +1.7% | 2.3 | 13,889 | +13,889 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 1.7% | +0.1% | 2.2 | 6,836 | +251 | 5 | — |
| ☆SMMD funds › | ISHARES TR | NEW | — | 1.7% | +1.7% | 2.2 | 10,168 | +10,168 | 1 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 1.7% | +0.3% | 2.2 | 14,990 | +1,257 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 1.6% | +0.9% | 2.2 | 21,782 | +12,619 | 5 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 1.6% | +0.1% | 2.1 | 5,223 | +0 | 5 | — |
| ☆EMCB funds › | WISDOMTREE TR | NEW | — | 1.6% | +1.6% | 2.1 | 22,173 | +22,173 | 1 | — |
| ☆SUSB funds › | ISHARES TR | NEW | — | 1.4% | +1.4% | 1.9 | 5,553 | +5,553 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.4% | +0.2% | 1.8 | 5,156 | -8 | 5 | — |
| ☆IVE funds › | ISHARES TR | ADD | — | 1.3% | +0.1% | 1.7 | 7,523 | +789 | 5 | — |
| ☆IVW funds › | ISHARES TR | ADD | — | 1.2% | +0.3% | 1.7 | 12,089 | +1,371 | 5 | — |
| ☆HYDB funds › | ISHARES TR | NEW | — | 1.2% | +1.2% | 1.6 | 8,381 | +8,381 | 1 | — |
| ☆IBHH funds › | ISHARES TR | NEW | — | 1.1% | +1.1% | 1.5 | 21,786 | +21,786 | 1 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | NEW | — | 1.1% | +1.1% | 1.5 | 29,145 | +29,145 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 1.1% | +0.1% | 1.4 | 4,083 | +1 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 1.0% | +0.2% | 1.3 | 3,499 | +182 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.0% | +0.2% | 1.3 | 5,499 | +862 | 5 | — |
| ☆HDV funds › | ISHARES TR | ADD | — | 1.0% | -0.1% | 1.3 | 47,161 | +37,730 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 1.0% | +0.1% | 1.3 | 15,525 | +973 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 0.9% | +0.1% | 1.1 | 14,144 | +1,743 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.8% | +0.1% | 1.1 | 897 | -30 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.8% | -0.1% | 1.1 | 12,237 | -226 | 5 | — |
| ☆XLCI funds › | SELECT SECTOR SPDR TR | NEW | — | 0.8% | +0.8% | 1.0 | 23,373 | +23,373 | 1 | — |
| ☆EFV funds › | ISHARES TR | ADD | — | 0.8% | +0.1% | 1.0 | 13,349 | +2,084 | 2 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | ADD | — | 0.7% | +0.5% | 0.9 | 5,895 | +3,903 | 5 | — |
| ☆EWU funds › | ISHARES TR | NEW | — | 0.7% | +0.7% | 0.9 | 5,510 | +5,510 | 1 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 0.6% | +0.0% | 0.8 | 2,264 | +132 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | NEW | — | 0.6% | +0.6% | 0.8 | 9,212 | +9,212 | 1 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.5% | +0.2% | 0.7 | 5,952 | +1,613 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.5% | +0.0% | 0.7 | 1,205 | +130 | 5 | — |
| ☆SUSA funds › | ISHARES TR | NEW | — | 0.5% | +0.5% | 0.7 | 4,590 | +4,590 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.5% | +0.1% | 0.7 | 2,651 | +346 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | NEW | — | 0.5% | +0.5% | 0.6 | 2,169 | +2,169 | 1 | — |
| ☆BNY funds › | BANK OF NY MELLON CORP | NEW | — | 0.5% | +0.5% | 0.6 | 4,390 | +4,390 | 1 | — |
| ☆VO funds › | VANGUARD INDEX FDS | NEW | — | 0.5% | +0.5% | 0.6 | 2,853 | +2,853 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.5% | +0.1% | 0.6 | 581 | +33 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 0.4% | +0.0% | 0.6 | 1,746 | +74 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.4% | -0.2% | 0.6 | 4,276 | -558 | 5 | — |
| ☆EWJ funds › | ISHARES INC | NEW | — | 0.4% | +0.4% | 0.6 | 5,711 | +5,711 | 1 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | ADD | — | 0.4% | +0.2% | 0.5 | 2,872 | +1,217 | 5 | — |
| ☆PANW funds › | PALO ALTO NETWORKS INC | NEW | — | 0.4% | +0.4% | 0.5 | 1,592 | +1,592 | 1 | — |
| ☆OEF funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 0.5 | 1,397 | -430 | 4 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.4% | +0.4% | 0.5 | 435 | +435 | 1 | — |
| ☆KOMP funds › | SPDR SERIES TRUST | NEW | — | 0.4% | +0.4% | 0.5 | 5,686 | +5,686 | 1 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 0.4% | +0.1% | 0.5 | 9,315 | +2,139 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.4% | +0.4% | 0.5 | 813 | +813 | 1 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | NEW | — | 0.3% | +0.3% | 0.5 | 606 | +606 | 1 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 0.3% | +0.1% | 0.4 | 1,509 | -76 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | ADD | — | 0.3% | +0.1% | 0.4 | 3,050 | +1,245 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.3% | -0.5% | 0.4 | 1,981 | -1,883 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.3% | +0.1% | 0.4 | 433 | +49 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.3% | -0.0% | 0.4 | 1,617 | +263 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.3% | -0.2% | 0.4 | 2,633 | -408 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.3% | +0.3% | 0.4 | 3,068 | +3,068 | 1 | — |
| ☆Q funds › | QNITY ELECTRONICS INC | NEW | — | 0.3% | +0.3% | 0.4 | 2,555 | +2,555 | 1 | — |
| ☆ISTB funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 0.4 | 8,484 | +8,484 | 1 | — |
| ☆MBB funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 0.4 | 4,294 | +4,294 | 1 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.3% | +0.1% | 0.4 | 3,560 | +1,558 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.3% | -0.0% | 0.4 | 1,624 | -153 | 5 | — |
| ☆SUSC funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 0.4 | 16,478 | +2,386 | 4 | — |
| ☆WFC funds › | WELLS FARGO & CO | ADD | — | 0.3% | -0.0% | 0.4 | 4,575 | +10 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.3% | +0.3% | 0.4 | 513 | +513 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.3% | +0.3% | 0.4 | 519 | +519 | 1 | — |
| ☆BDX funds › | BECTON DICKINSON & CO | TRIM | — | 0.3% | -0.0% | 0.4 | 2,457 | -5 | 5 | — |
| ☆CTVA funds › | CORTEVA INC | ADD | — | 0.3% | -0.0% | 0.4 | 4,301 | +4 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.3% | +0.0% | 0.4 | 2,735 | +530 | 5 | — |
| ☆EFG funds › | ISHARES TR | NEW | — | 0.3% | +0.3% | 0.3 | 2,808 | +2,808 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.2% | -0.0% | 0.3 | 357 | +48 | 5 | — |
| ☆TLH funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.3 | 3,284 | +3,284 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.2% | +0.0% | 0.3 | 428 | +0 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | ADD | — | 0.2% | +0.0% | 0.3 | 2,145 | +315 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | ADD | — | 0.2% | -0.0% | 0.3 | 603 | +43 | 5 | — |
| ☆MRSH funds › | MARSH & MCLENNAN COS INC | TRIM | — | 0.2% | -0.0% | 0.3 | 1,766 | -104 | 5 | — |
| ☆IVLU funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.3 | 4,188 | +4,188 | 1 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.2% | +0.0% | 0.3 | 764 | +17 | 5 | — |
| ☆SCHQ funds › | SCHWAB STRATEGIC TR | NEW | — | 0.2% | +0.2% | 0.3 | 12,277 | +12,277 | 1 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.5% | 0.3 | 2,401 | -3,432 | 5 | — |
| ☆AMGN funds › | AMGEN INC | ADD | — | 0.2% | +0.0% | 0.3 | 774 | +61 | 5 | — |
| ☆ACWI funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.3 | 3,650 | +3,650 | 1 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | NEW | — | 0.2% | +0.2% | 0.3 | 957 | +957 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC | NEW | — | 0.2% | +0.2% | 0.3 | 3,518 | +3,518 | 1 | — |
| ☆ET funds › | ENERGY TRANSFER L P | ADD | — | 0.2% | -0.0% | 0.2 | 12,913 | +708 | 5 | — |
| ☆IAGG funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.2 | 4,870 | +4,870 | 1 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.2% | +0.2% | 0.2 | 581 | +581 | 1 | — |
| ☆BX funds › | BLACKSTONE INC | NEW | — | 0.2% | +0.2% | 0.2 | 4,526 | +4,526 | 1 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.2% | +0.0% | 0.2 | 441 | +0 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.2% | +0.2% | 0.2 | 196 | +196 | 1 | — |
| ☆DD funds › | DUPONT DE NEMOURS INC | NEW | — | 0.2% | +0.2% | 0.2 | 1,696 | +1,696 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | NEW | — | 0.2% | +0.2% | 0.2 | 666 | +666 | 1 | — |
| ☆UNP funds › | UNION PAC CORP | NEW | — | 0.2% | +0.2% | 0.2 | 822 | +822 | 1 | — |
| ☆ANET funds › | ARISTA NETWORKS INC | NEW | — | 0.2% | +0.2% | 0.2 | 1,316 | +1,316 | 1 | — |
| ☆FLRN funds › | SPDR SERIES TRUST | NEW | — | 0.2% | +0.2% | 0.2 | 2,425 | +2,425 | 1 | — |
| ☆IBDS funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.2 | 8,836 | +8,836 | 1 | — |
| ☆GLW funds › | CORNING INC | NEW | — | 0.2% | +0.2% | 0.2 | 836 | +836 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | NEW | — | 0.2% | +0.2% | 0.2 | 307 | +307 | 1 | — |
| ☆BLK funds › | BLACKROCK INC | NEW | — | 0.2% | +0.2% | 0.2 | 218 | +218 | 1 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.2% | +0.2% | 0.2 | 689 | +689 | 1 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.2% | +0.2% | 0.2 | 494 | +494 | 1 | — |
| ☆VGSH funds › | VANGUARD SCOTTSDALE FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,417 | 0 | — |
| ☆DIVO funds › | AMPLIFY ETF TR | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -13,191 | 0 | — |
| ☆DOW funds › | DOW HLDGS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,833 | 0 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -1,429 | 0 | — |
| ☆VGT funds › | VANGUARD WORLD FD | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -684 | 0 | — |
| ☆DGRO funds › | ISHARES TR | EXIT | — | 0.0% | -9.1% | 0.0 | 0 | -167,631 | 0 | — |
| ☆QUAL funds › | ISHARES TR | EXIT | — | 0.0% | -1.6% | 0.0 | 0 | -10,232 | 0 | — |
| ☆LXRX funds › | LEXICON PHARMACEUTICALS INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -10,000 | 0 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -2,880 | 0 | — |
| ☆DFAU funds › | DIMENSIONAL ETF TRUST | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -18,035 | 0 | — |
| ☆BIL funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,207 | 0 | — |
| ☆IUSV funds › | ISHARES TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -7,705 | 0 | — |
| ☆CUSIP:26614N102 funds › | DUPONT DE NEMOURS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -5,091 | 0 | — |
| ☆LOW funds › | LOWES COS INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -899 | 0 | — |
| ☆ESGU funds › | ISHARES TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -5,600 | 0 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -5.4% | 0.0 | 0 | -219,490 | 0 | — |
| ☆DYNF funds › | BLACKROCK ETF TRUST | EXIT | — | 0.0% | -0.9% | 0.0 | 0 | -19,912 | 0 | — |
| ☆BALL funds › | BALL CORP | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -14,762 | 0 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -4,182 | 0 | — |
| ☆LIN funds › | LINDE PLC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -611 | 0 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.6% | 0.0 | 0 | -18,795 | 0 | — |
| ☆IUSG funds › | ISHARES TR | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -7,705 | 0 | — |
| ☆PYLD funds › | PIMCO ETF TR | EXIT | — | 0.0% | -3.8% | 0.0 | 0 | -177,864 | 0 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -11,086 | 0 | — |
| ☆DGRW funds › | WISDOMTREE TR | EXIT | — | 0.0% | -1.6% | 0.0 | 0 | -22,161 | 0 | — |
| ☆VSDB funds › | VANGUARD MALVERN FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -3,970 | 0 | — |
| ☆HYG funds › | ISHARES TR | EXIT | — | 0.0% | -2.8% | 0.0 | 0 | -74,237 | 0 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | EXIT | — | 0.0% | -6.5% | 0.0 | 0 | -54,377 | 0 | — |
| ☆SMLF funds › | ISHARES TR | EXIT | — | 0.0% | -1.7% | 0.0 | 0 | -28,136 | 0 | — |
| ☆MTUM funds › | ISHARES TR | EXIT | — | 0.0% | -1.0% | 0.0 | 0 | -5,297 | 0 | — |
| ☆SCHZ funds › | SCHWAB STRATEGIC TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -11,029 | 0 | — |
| ☆IEFA funds › | ISHARES TR | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -5,664 | 0 | — |
| ☆XME funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -4,460 | 0 | — |
| ☆ETN funds › | EATON CORP PLC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -711 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,572 | 0 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,075 | 0 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -18,968 | 0 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,933 | 0 | — |
| ☆CUSIP:046353108 funds › | ASTRAZENECA PLC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,066 | 0 | — |
| ☆LCTU funds › | BLACKROCK ETF TRUST | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -6,190 | 0 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | EXIT | — | 0.0% | -1.4% | 0.0 | 0 | -8,307 | 0 | — |
| ☆ITOT funds › | ISHARES TR | EXIT | — | 0.0% | -1.6% | 0.0 | 0 | -14,341 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 134 | 110 | 0.51 | 44% | 0.029 | 0.010 | — | in |
| 2026Q1 | 124 | 101 | 0.10 | 46% | 0.030 | 0.239 | — | in |
| 2025Q4 | 129 | 115 | 0.09 | 42% | 0.026 | 0.205 | — | in |
| 2025Q3 | 121 | 114 | 0.04 | 40% | 0.025 | 0.261 | — | in |
| 2025Q2 | 110 | 112 | 0.07 | 40% | 0.025 | 0.233 | — | entered |
| 2025Q1 | 97 | 103 | 0.00 | 40% | 0.026 | 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