☆Milestone Investment Advisors LLC
Quality Q
0.576
AUM ($M)
463
Positions
141
Turnover
0.04
Top-10 wt
48%
Herfindahl
0.036
History (qtrs)
6
Excess Return
—
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Holdings · 147 positions · portfolio value $463M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 10.4% | +0.8% | 48.1 | 533,994 | +5,876 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 7.3% | +0.1% | 34.0 | 1,003,833 | -18,230 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 6.4% | +0.1% | 29.5 | 1,001,568 | -7,168 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 4.6% | +0.2% | 21.1 | 245,212 | +204,270 | 5 | — |
| ☆FDVV funds › | FIDELITY COVINGTON TRUST | TRIM | — | 4.2% | -0.1% | 19.6 | 324,499 | -1,553 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | ADD | — | 3.4% | +0.1% | 15.5 | 536,856 | +3,674 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 2.9% | +0.2% | 13.5 | 168,086 | +128,587 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 2.9% | -0.2% | 13.2 | 290,314 | +16,067 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | ADD | — | 2.8% | -0.1% | 12.9 | 144,897 | +3,388 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 2.7% | +0.1% | 12.5 | 16,755 | +40 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | TRIM | — | 2.7% | -0.2% | 12.5 | 79,043 | -1,382 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.6% | +0.1% | 12.3 | 332,273 | -4,366 | 5 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | ADD | — | 2.4% | +0.0% | 11.0 | 352,730 | +5,805 | 5 | — |
| ☆USFR funds › | WISDOMTREE TR | ADD | — | 2.3% | -0.3% | 10.5 | 208,786 | +1,004 | 5 | — |
| ☆SUSB funds › | ISHARES TR | TRIM | — | 2.2% | -0.3% | 10.4 | 414,403 | -7,977 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 2.2% | -0.2% | 10.2 | 128,841 | +5,205 | 5 | — |
| ☆SCHO funds › | SCHWAB STRATEGIC TR | ADD | — | 2.1% | -0.2% | 9.8 | 407,543 | +17,245 | 5 | — |
| ☆JCPB funds › | J P MORGAN EXCHANGE TRADED F | TRIM | — | 2.1% | -0.6% | 9.7 | 206,848 | -31,630 | 5 | — |
| ☆EMNT funds › | PIMCO ETF TR | TRIM | — | 2.1% | -0.2% | 9.6 | 96,932 | -184 | 5 | — |
| ☆FESM funds › | FIDELITY COVINGTON TRUST | ADD | — | 1.8% | +0.3% | 8.2 | 169,703 | +9,911 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 1.8% | +0.4% | 8.2 | 42,956 | -222 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 1.6% | +0.0% | 7.3 | 262,788 | +6,677 | 5 | — |
| ☆CGDV funds › | CAPITAL GROUP DIVIDEND VALUE | ADD | — | 1.4% | +0.1% | 6.7 | 135,701 | +5,195 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.3% | -0.2% | 6.2 | 80,327 | -2,259 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.3% | -0.2% | 6.0 | 187,677 | -7,698 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 1.3% | -0.0% | 5.8 | 27,382 | -55 | 5 | — |
| ☆IWY funds › | ISHARES TR | TRIM | — | 1.3% | -0.0% | 5.8 | 19,964 | -1,384 | 5 | — |
| ☆IGM funds › | ISHARES TR | TRIM | — | 1.2% | +0.2% | 5.7 | 35,000 | -1,273 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.2% | +0.0% | 5.5 | 14,968 | +29 | 5 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 1.0% | -0.1% | 4.5 | 46,446 | -2,492 | 5 | — |
| ☆JSCP funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.9% | -0.1% | 4.4 | 92,768 | +2,325 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 0.9% | -0.0% | 4.3 | 19,912 | +67 | 5 | — |
| ☆SPYX funds › | SPDR SERIES TRUST | TRIM | — | 0.8% | +0.0% | 3.7 | 61,352 | -117 | 5 | — |
| ☆IQLT funds › | ISHARES TR | TRIM | — | 0.8% | -0.0% | 3.7 | 74,692 | -1,333 | 5 | — |
| ☆VRIG funds › | INVESCO ACTIVELY MANAGED EXC | TRIM | — | 0.8% | -0.1% | 3.5 | 141,432 | -4,122 | 5 | — |
| ☆SPLV funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.8% | -0.1% | 3.5 | 46,372 | -30 | 5 | — |
| ☆FBCG funds › | FIDELITY COVINGTON TRUST | ADD | — | 0.7% | +0.2% | 3.4 | 54,110 | +13,524 | 5 | — |
| ☆SMMU funds › | PIMCO ETF TR | ADD | — | 0.7% | -0.1% | 3.3 | 66,000 | +166 | 5 | — |
| ☆JUST funds › | GOLDMAN SACHS ETF TR | ADD | — | 0.7% | +0.0% | 3.0 | 28,486 | +982 | 5 | — |
| ☆XMHQ funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.6% | +0.0% | 2.8 | 24,926 | +1,989 | 5 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | ADD | — | 0.6% | +0.0% | 2.6 | 30,106 | +2,227 | 5 | — |
| ☆SPGP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.5% | -0.0% | 2.4 | 19,857 | -1,160 | 5 | — |
| ☆SUSA funds › | ISHARES TR | TRIM | — | 0.4% | +0.0% | 2.0 | 13,089 | -58 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.4% | -0.0% | 2.0 | 28,114 | -65 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.4% | +0.0% | 1.9 | 53,784 | -588 | 5 | — |
| ☆OMFL funds › | INVESCO EXCH TRD SLF IDX FD | HOLD | — | 0.4% | +0.0% | 1.8 | 26,645 | +0 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 1.5 | 10,148 | -439 | 5 | — |
| ☆IBB funds › | ISHARES TR | ADD | — | 0.3% | +0.0% | 1.5 | 7,787 | +450 | 5 | — |
| ☆CGMU funds › | CAPITAL GRP FIXED INCM ETF T | HOLD | — | 0.3% | -0.0% | 1.2 | 45,075 | +0 | 5 | — |
| ☆LGLV funds › | SPDR SERIES TRUST | TRIM | — | 0.3% | -0.1% | 1.2 | 6,701 | -1,217 | 5 | — |
| ☆AIQ funds › | GLOBAL X FDS | TRIM | — | 0.2% | +0.0% | 1.0 | 15,436 | -1,164 | 5 | — |
| ☆EFG funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 1.0 | 8,114 | +0 | 5 | — |
| ☆CUSIP:921910733 funds › | VANGUARD WORLD FD | TRIM | — | 0.2% | +0.0% | 1.0 | 7,202 | -37 | 5 | — |
| ☆NULV funds › | NUSHARES ETF TR | TRIM | — | 0.2% | -0.0% | 0.9 | 18,830 | -1,078 | 5 | — |
| ☆FNDB funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 0.9 | 30,303 | -224 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.8 | 22,084 | +180 | 5 | — |
| ☆BLDX funds › | IMPAX FUNDS SERIES TRUST I | ADD | — | 0.2% | -0.0% | 0.7 | 28,648 | +278 | 2 | — |
| ☆DSI funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 5,237 | +543 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.2% | -0.0% | 0.7 | 13,388 | +0 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.7 | 2,278 | +7 | 5 | — |
| ☆HELO funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | -0.0% | 0.6 | 8,707 | +295 | 5 | — |
| ☆EUSB funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.6 | 13,060 | -62 | 5 | — |
| ☆ILCG funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.6 | 4,825 | +0 | 3 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.1% | -0.0% | 0.6 | 10,898 | +0 | 5 | — |
| ☆ESGD funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 5,346 | -54 | 5 | — |
| ☆VOT funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | +0.0% | 0.5 | 1,778 | -50 | 5 | — |
| ☆XNTK funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | +0.0% | 0.5 | 1,350 | +0 | 3 | — |
| ☆CGMS funds › | CAPITAL GRP FIXED INCM ETF T | ADD | — | 0.1% | -0.0% | 0.5 | 18,780 | +711 | 5 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.4 | 2,785 | -520 | 5 | — |
| ☆ESGG funds › | FLEXSHARES TR | TRIM | — | 0.1% | +0.0% | 0.4 | 1,890 | -45 | 5 | — |
| ☆VXF funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.4 | 1,758 | +0 | 5 | — |
| ☆ESGU funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 0.4 | 2,597 | +1 | 5 | — |
| ☆USXF funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.4 | 5,737 | -6 | 5 | — |
| ☆MEAR funds › | ISHARES U S ETF TR | HOLD | — | 0.1% | -0.0% | 0.4 | 7,382 | +0 | 5 | — |
| ☆RAFE funds › | PIMCO EQUITY SER | ADD | — | 0.1% | +0.0% | 0.3 | 6,954 | +998 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.3 | 1,366 | +0 | 5 | — |
| ☆EFV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.3 | 4,247 | +0 | 5 | — |
| ☆ESG funds › | FLEXSHARES TR | TRIM | — | 0.1% | +0.0% | 0.3 | 1,743 | -20 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.1% | -0.0% | 0.3 | 3,887 | -229 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | TRIM | — | 0.1% | -0.0% | 0.3 | 1,229 | -23 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | -0.0% | 0.3 | 5,253 | +0 | 5 | — |
| ☆NULG funds › | NUSHARES ETF TR | ADD | — | 0.1% | +0.0% | 0.3 | 2,364 | +869 | 5 | — |
| ☆VSGX funds › | VANGUARD WORLD FD | TRIM | — | 0.1% | +0.0% | 0.3 | 3,220 | -4 | 5 | — |
| ☆SCHR funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.2 | 9,421 | -101 | 5 | — |
| ☆DWX funds › | SPDR INDEX SHS FDS | HOLD | — | 0.0% | -0.0% | 0.2 | 4,805 | +0 | 5 | — |
| ☆QUAL funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 1,000 | +0 | 5 | — |
| ☆HYXF funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.2 | 4,676 | -99 | 5 | — |
| ☆PRF funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.0% | +0.0% | 0.2 | 4,000 | +0 | 5 | — |
| ☆DMXF funds › | ISHARES TR | TRIM | — | 0.0% | +0.0% | 0.2 | 2,330 | -5 | 5 | — |
| ☆IWP funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 1,321 | +0 | 5 | — |
| ☆IWO funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 457 | +0 | 5 | — |
| ☆MUNI funds › | PIMCO ETF TR | HOLD | — | 0.0% | -0.0% | 0.2 | 3,380 | +0 | 4 | — |
| ☆CGMM funds › | CAPITAL GROUP EQUITY ETF TR | NEW | — | 0.0% | +0.0% | 0.2 | 5,370 | +5,370 | 1 | — |
| ☆VCEB funds › | VANGUARD WORLD FD | TRIM | — | 0.0% | -0.0% | 0.2 | 2,798 | -32 | 5 | — |
| ☆EFIV funds › | SPDR SERIES TRUST | ADD | — | 0.0% | +0.0% | 0.2 | 2,200 | +175 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.2 | 1,275 | +964 | 5 | — |
| ☆IVW funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 1,076 | +0 | 5 | — |
| ☆FEOE funds › | RBB FUND TRUST | ADD | — | 0.0% | +0.0% | 0.1 | 2,666 | +2,046 | 2 | — |
| ☆VBK funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.1 | 388 | +0 | 5 | — |
| ☆AVSD funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | +0.0% | 0.1 | 1,767 | +1,249 | 2 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | HOLD | — | 0.0% | +0.0% | 0.1 | 173 | +0 | 5 | — |
| ☆PRVS funds › | PARNASSUS INCOME FDS | NEW | — | 0.0% | +0.0% | 0.1 | 3,800 | +3,800 | 1 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 300 | +0 | 5 | — |
| ☆XJR funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 2,170 | +0 | 5 | — |
| ☆DIHP funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.1 | 3,257 | +0 | 3 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 360 | +0 | 3 | — |
| ☆IDU funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.1 | 940 | +0 | 3 | — |
| ☆IJJ funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.1 | 669 | +0 | 5 | — |
| ☆NUSC funds › | NUSHARES ETF TR | HOLD | — | 0.0% | +0.0% | 0.1 | 1,431 | +0 | 5 | — |
| ☆CUSIP:46137V597 funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.0% | +0.0% | 0.1 | 1,313 | +0 | 5 | — |
| ☆IJK funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 608 | +0 | 5 | — |
| ☆IMFL funds › | INVESCO EXCH TRD SLF IDX FD | HOLD | — | 0.0% | -0.0% | 0.1 | 2,072 | +0 | 5 | — |
| ☆SUSC funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.1 | 3,000 | +0 | 5 | — |
| ☆IWR funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.1 | 562 | +0 | 5 | — |
| ☆MGC funds › | VANGUARD WORLD FD | HOLD | — | 0.0% | +0.0% | 0.0 | 176 | +0 | 5 | — |
| ☆XAR funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 136 | +0 | 4 | — |
| ☆AOR funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 555 | +0 | 5 | — |
| ☆PPA funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.0% | -0.0% | 0.0 | 214 | +0 | 5 | — |
| ☆ESML funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.0 | 612 | +321 | 2 | — |
| ☆LCTU funds › | BLACKROCK ETF TRUST | HOLD | — | 0.0% | +0.0% | 0.0 | 333 | +0 | 5 | — |
| ☆CVMC funds › | MORGAN STANLEY ETF TRUST | NEW | — | 0.0% | +0.0% | 0.0 | 328 | +328 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.0 | 34 | +0 | 5 | — |
| ☆IWN funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 76 | +0 | 5 | — |
| ☆LCTD funds › | BLACKROCK ETF TRUST | ADD | — | 0.0% | -0.0% | 0.0 | 281 | +5 | 5 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | -0.0% | 0.0 | 423 | +0 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 60 | +0 | 5 | — |
| ☆IVES funds › | WEDBUSH SER TR | HOLD | — | 0.0% | +0.0% | 0.0 | 335 | +0 | 2 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.0% | -0.0% | 0.0 | 32 | +0 | 5 | — |
| ☆GRNY funds › | TIDAL TRUST I | HOLD | — | 0.0% | +0.0% | 0.0 | 425 | +0 | 2 | — |
| ☆IUSB funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.0 | 222 | +222 | 1 | — |
| ☆HYDB funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.0 | 140 | +0 | 5 | — |
| ☆XJH funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.0 | 120 | +0 | 5 | — |
| ☆IZRL funds › | ARK ETF TR | HOLD | ETP | 0.0% | +0.0% | 0.0 | 186 | +0 | 4 | — |
| ☆XLG funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.0% | +0.0% | 0.0 | 91 | +91 | 1 | — |
| ☆EUAD funds › | SPINNAKER ETF SERIES | HOLD | — | 0.0% | -0.0% | 0.0 | 118 | +0 | 3 | — |
| ☆IEFA funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.0 | 50 | +50 | 1 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | NEW | — | 0.0% | +0.0% | 0.0 | 14 | +14 | 1 | — |
| ☆GDX funds › | VANECK ETF TRUST | HOLD | — | 0.0% | -0.0% | 0.0 | 49 | +0 | 2 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | HOLD | — | 0.0% | -0.0% | 0.0 | 103 | +0 | 3 | — |
| ☆RSPE funds › | INVESCO EXCH TRADED FD TR II | HOLD | — | 0.0% | +0.0% | 0.0 | 87 | +0 | 5 | — |
| ☆WTV funds › | WISDOMTREE TR | NEW | — | 0.0% | +0.0% | 0.0 | 13 | +13 | 1 | — |
| ☆CUSIP:132061821 funds › | CAMBRIA ETF TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -620 | 0 | — |
| ☆CUSIP:67092P847 funds › | NUSHARES ETF TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,166 | 0 | — |
| ☆AOA funds › | ISHARES TR | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -57 | 0 | — |
| ☆ET funds › | ENERGY TRANSFER L P | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -400 | 0 | — |
| ☆GRW funds › | TCW ETF TRUST | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,051 | 0 | — |
| ☆CUSIP:524682200 funds › | LEGG MASON ETF INVT | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -5,907 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 463 | 141 | 0.04 | 48% | 0.036 | 0.573 | — | in |
| 2026Q1 | 414 | 139 | 0.03 | 46% | 0.035 | 0.566 | — | in |
| 2025Q4 | 413 | 133 | 0.02 | 48% | 0.036 | 0.556 | — | in |
| 2025Q3 | 403 | 125 | 0.03 | 49% | 0.037 | 0.549 | — | in |
| 2025Q2 | 383 | 124 | 0.04 | 48% | 0.037 | 0.564 | — | entered |
| 2025Q1 | 360 | 126 | 0.00 | 49% | 0.037 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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