☆DecisionMap Wealth Management, LLC
Quality Q
0.277
AUM ($M)
179
Positions
145
Turnover
0.07
Top-10 wt
39%
Herfindahl
0.025
History (qtrs)
6
Excess Return
not eligible
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Holdings · 152 positions · portfolio value $179M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | ADD | — | 9.0% | +0.2% | 16.2 | 21,569 | +625 | 5 | — |
| ☆SPYG funds › | SPDR SER TR | ADD | — | 6.1% | +0.5% | 10.9 | 92,024 | +2,534 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 4.2% | -0.2% | 7.4 | 76,882 | +3,373 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 3.1% | +0.2% | 5.6 | 27,759 | +2,006 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 3.1% | +0.2% | 5.5 | 65,957 | +1,587 | 5 | — |
| ☆SPYV funds › | SPDR SER TR | ADD | — | 3.0% | -0.1% | 5.4 | 88,440 | +4,060 | 5 | — |
| ☆HEFA funds › | ISHARES TR | ADD | — | 3.0% | -0.0% | 5.4 | 114,012 | +4,117 | 5 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.8% | +0.2% | 5.0 | 119,240 | +23,314 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.6% | -0.0% | 4.7 | 16,287 | +220 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 2.4% | -0.1% | 4.2 | 93,406 | +9,542 | 5 | — |
| ☆BINC funds › | BLACKROCK ETF TRUST II | ADD | — | 2.3% | -0.1% | 4.2 | 79,589 | +7,354 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 2.2% | -0.1% | 4.0 | 5,850 | -150 | 5 | — |
| ☆FBTC funds › | FIDELITY WISE ORIGIN BITCOIN | ADD | — | 1.9% | -0.5% | 3.3 | 65,390 | +4,481 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.7% | -0.1% | 3.0 | 8,105 | +490 | 5 | — |
| ☆KO funds › | COCA COLA CO | ADD | — | 1.6% | -0.1% | 2.9 | 35,343 | +161 | 5 | — |
| ☆AGG funds › | ISHARES TR | ADD | — | 1.5% | -0.2% | 2.7 | 27,485 | +1,277 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 1.4% | -0.1% | 2.5 | 26,011 | +1,378 | 5 | — |
| ☆PWRD funds › | TCW ETF TRUST | ADD | — | 1.3% | +0.2% | 2.4 | 19,584 | +1,276 | 3 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.3% | +0.0% | 2.3 | 6,510 | -237 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.2% | -0.0% | 2.2 | 5,980 | +8 | 5 | — |
| ☆FESM funds › | FIDELITY COVINGTON TRUST | ADD | — | 1.1% | +0.1% | 1.9 | 39,016 | +1,697 | 3 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 1.1% | -0.1% | 1.9 | 3,754 | -46 | 5 | — |
| ☆DGRO funds › | ISHARES TR | ADD | — | 1.0% | +0.0% | 1.8 | 24,390 | +2,184 | 2 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.0% | +0.0% | 1.8 | 7,620 | +346 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 1.0% | +0.1% | 1.7 | 22,058 | +1,501 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.9% | +0.2% | 1.7 | 4,463 | +843 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.9% | +0.0% | 1.7 | 11,274 | -154 | 5 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 0.9% | -0.0% | 1.6 | 30,343 | +1,574 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.9% | +0.1% | 1.6 | 4,425 | +474 | 5 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.8% | -0.1% | 1.5 | 30,866 | +1,651 | 5 | — |
| ☆BAI funds › | BLACKROCK ETF TRUST | ADD | — | 0.7% | +0.2% | 1.3 | 23,811 | +520 | 3 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.7% | -0.1% | 1.2 | 2,195 | +60 | 5 | — |
| ☆PCAR funds › | PACCAR INC | TRIM | — | 0.7% | -0.1% | 1.2 | 10,037 | -7 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.7% | +0.0% | 1.2 | 3,665 | +386 | 5 | — |
| ☆PG funds › | PROCTER AND GAMBLE CO | TRIM | — | 0.7% | -0.1% | 1.2 | 8,142 | -221 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.7% | -0.0% | 1.2 | 34,326 | -579 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.6% | +0.0% | 1.1 | 942 | -118 | 5 | — |
| ☆TLH funds › | ISHARES TR | ADD | — | 0.6% | -0.0% | 1.1 | 11,171 | +1,411 | 3 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.6% | -0.0% | 1.1 | 15,211 | +1,844 | 2 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.6% | -0.0% | 1.1 | 3,248 | -125 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.6% | -0.1% | 1.1 | 4,364 | -456 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.6% | +0.0% | 1.1 | 2,622 | +58 | 5 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | ADD | — | 0.6% | -0.0% | 1.0 | 1,372 | +1 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.6% | -0.0% | 1.0 | 34,060 | -354 | 5 | — |
| ☆STIP funds › | ISHARES TR | ADD | — | 0.5% | -0.1% | 1.0 | 9,518 | +309 | 5 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 0.5% | -0.1% | 1.0 | 8,857 | +339 | 5 | — |
| ☆IXUS funds › | ISHARES TR | TRIM | — | 0.5% | -0.1% | 0.9 | 9,809 | -978 | 5 | — |
| ☆ABFL funds › | TRIMTABS ETF TR | TRIM | — | 0.5% | -0.0% | 0.9 | 10,341 | -1,145 | 5 | — |
| ☆BNL funds › | BROADSTONE NET LEASE INC | HOLD | — | 0.5% | -0.0% | 0.8 | 41,074 | +0 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 0.5% | +0.3% | 0.8 | 732 | +86 | 2 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.5% | +0.1% | 0.8 | 785 | -11 | 5 | — |
| ☆IBDT funds › | ISHARES TR | ADD | — | 0.5% | +0.0% | 0.8 | 33,044 | +4,566 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.5% | -0.1% | 0.8 | 2,289 | -113 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 0.5% | -0.0% | 0.8 | 3,701 | -14 | 5 | — |
| ☆IBDS funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 0.8 | 32,496 | +2,688 | 5 | — |
| ☆ROL funds › | ROLLINS INC | TRIM | — | 0.4% | -0.2% | 0.8 | 18,805 | -84 | 5 | — |
| ☆IBDR funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 0.8 | 32,183 | +4,538 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | ADD | — | 0.4% | -0.0% | 0.7 | 26,870 | +262 | 5 | — |
| ☆TIP funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 0.7 | 6,747 | +689 | 5 | — |
| ☆HYMB funds › | SPDR SER TR | HOLD | — | 0.4% | -0.1% | 0.7 | 28,448 | +0 | 5 | — |
| ☆RTX funds › | RAYTHEON TECHNOLOGIES CORP | ADD | — | 0.4% | -0.1% | 0.7 | 3,745 | +45 | 5 | — |
| ☆IBDU funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 0.7 | 30,253 | -290 | 5 | — |
| ☆IBDV funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 0.7 | 32,138 | -309 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | -0.0% | 0.7 | 8,592 | +6,425 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | ADD | — | 0.4% | -0.1% | 0.7 | 19,915 | +363 | 5 | — |
| ☆ASML funds › | ASML HOLDING N V | TRIM | — | 0.4% | -0.0% | 0.6 | 317 | -136 | 5 | — |
| ☆IBDX funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 0.6 | 24,903 | -268 | 4 | — |
| ☆IBDW funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 0.6 | 30,078 | -323 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.3% | -0.0% | 0.6 | 6,199 | +384 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.3% | -0.1% | 0.6 | 1,677 | -65 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.3% | +0.3% | 0.6 | 1,005 | +1,005 | 1 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.3% | -0.1% | 0.6 | 5,633 | -1,018 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | NEW | — | 0.3% | +0.3% | 0.6 | 1,431 | +1,431 | 1 | — |
| ☆NVO funds › | NOVO-NORDISK A S | ADD | — | 0.3% | +0.1% | 0.5 | 11,151 | +1,330 | 5 | — |
| ☆JNK funds › | SPDR SER TR | TRIM | — | 0.3% | -0.4% | 0.5 | 5,501 | -5,887 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.3% | +0.3% | 0.5 | 2,364 | +2,364 | 1 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.3% | +0.3% | 0.5 | 2,371 | +2,371 | 1 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | TRIM | — | 0.3% | -0.1% | 0.5 | 5,693 | -907 | 2 | — |
| ☆GOVT funds › | ISHARES TR | TRIM | — | 0.3% | -0.1% | 0.5 | 22,026 | -2,583 | 5 | — |
| ☆UL funds › | UNILEVER PLC | ADD | — | 0.3% | -0.0% | 0.5 | 8,273 | +123 | 3 | — |
| ☆CHRW funds › | C H ROBINSON WORLDWIDE INC | TRIM | — | 0.3% | -0.1% | 0.5 | 2,628 | -501 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.3% | -0.1% | 0.5 | 3,985 | -60 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 0.4 | 2,738 | +2 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | ADD | — | 0.2% | -0.1% | 0.4 | 5,676 | +267 | 5 | — |
| ☆DEO funds › | DIAGEO PLC | ADD | — | 0.2% | -0.0% | 0.4 | 5,514 | +7 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 0.2% | -0.1% | 0.4 | 866 | -6 | 5 | — |
| ☆IBTJ funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.4 | 20,302 | +4,475 | 5 | — |
| ☆IBTK funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.4 | 22,488 | +4,986 | 5 | — |
| ☆IBTL funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.4 | 21,577 | +4,856 | 5 | — |
| ☆COST funds › | COSTCO WHSL CORP NEW | ADD | — | 0.2% | -0.0% | 0.4 | 452 | +28 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | ADD | — | 0.2% | +0.1% | 0.4 | 566 | +76 | 3 | — |
| ☆USMV funds › | ISHARES TR | TRIM | — | 0.2% | -0.1% | 0.4 | 4,269 | -609 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.4 | 1,324 | +9 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | ADD | — | 0.2% | +0.0% | 0.4 | 1,449 | +204 | 5 | — |
| ☆XOM funds › | EXXON MOBIL CORP | NEW | — | 0.2% | +0.2% | 0.4 | 2,853 | +2,853 | 1 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.2% | +0.2% | 0.4 | 893 | +893 | 1 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | -0.0% | 0.4 | 10,732 | -141 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.2% | -0.0% | 0.4 | 719 | -68 | 5 | — |
| ☆IYW funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.4 | 1,452 | -3 | 5 | — |
| ☆WFC funds › | WELLS FARGO CO NEW | ADD | — | 0.2% | +0.0% | 0.4 | 4,411 | +558 | 5 | — |
| ☆IBTH funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.4 | 16,111 | +4,312 | 5 | — |
| ☆IBTI funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.4 | 16,249 | +4,268 | 5 | — |
| ☆GS funds › | GOLDMAN SACHS GROUP INC | ADD | — | 0.2% | +0.0% | 0.4 | 350 | +11 | 5 | — |
| ☆OEF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.3 | 944 | +77 | 5 | — |
| ☆CVX funds › | CHEVRON CORP NEW | ADD | — | 0.2% | -0.1% | 0.3 | 2,058 | +63 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.2% | -0.1% | 0.3 | 2,916 | -64 | 5 | — |
| ☆IXN funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.3 | 2,270 | -522 | 3 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | HOLD | — | 0.2% | -0.0% | 0.3 | 1,336 | +0 | 5 | — |
| ☆SMMU funds › | PIMCO ETF TR | TRIM | — | 0.2% | -0.0% | 0.3 | 6,399 | -27 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.2% | +0.2% | 0.3 | 2,189 | +2,189 | 1 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | TRIM | — | 0.2% | -0.0% | 0.3 | 6,017 | -687 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.2% | +0.2% | 0.3 | 2,560 | +2,560 | 1 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 0.2% | -0.0% | 0.3 | 1,975 | +8 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | NEW | — | 0.2% | +0.2% | 0.3 | 1,679 | +1,679 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.2% | +0.0% | 0.3 | 1,170 | +10 | 5 | — |
| ☆IDGT funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.3 | 2,437 | +2,437 | 1 | — |
| ☆LIN funds › | LINDE PLC | ADD | — | 0.2% | -0.0% | 0.3 | 560 | +1 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | -0.0% | 0.3 | 2,966 | -159 | 4 | — |
| ☆BAC funds › | BANK OF AMER CORP | NEW | — | 0.2% | +0.2% | 0.3 | 4,974 | +4,974 | 1 | — |
| ☆SGOV funds › | ISHARES TR | TRIM | — | 0.2% | -0.1% | 0.3 | 2,762 | -812 | 3 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | NEW | — | 0.2% | +0.2% | 0.3 | 659 | +659 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.1% | +0.0% | 0.3 | 3,717 | +212 | 2 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.1% | +0.0% | 0.3 | 916 | -2 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | NEW | — | 0.1% | +0.1% | 0.3 | 539 | +539 | 1 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | ADD | — | 0.1% | +0.0% | 0.3 | 755 | +27 | 5 | — |
| ☆KLAC funds › | KLA CORP | NEW | — | 0.1% | +0.1% | 0.3 | 845 | +845 | 1 | — |
| ☆MUNI funds › | INTER MUN BD ACT | ADD | — | 0.1% | -0.0% | 0.3 | 4,829 | +509 | 4 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.3 | 677 | +677 | 1 | — |
| ☆SMH funds › | VANECK ETF TRUST | NEW | — | 0.1% | +0.1% | 0.3 | 382 | +382 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.1% | +0.1% | 0.2 | 344 | +344 | 1 | — |
| ☆ITW funds › | ILLINOIS TOOL WKS INC | ADD | — | 0.1% | +0.0% | 0.2 | 914 | +115 | 2 | — |
| ☆EMGF funds › | ISHARES INC | TRIM | — | 0.1% | -0.0% | 0.2 | 3,337 | -169 | 5 | — |
| ☆MSTR funds › | MICROSTRATEGY INC | ADD | — | 0.1% | -0.1% | 0.2 | 2,812 | +64 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,682 | +2,682 | 1 | — |
| ☆ARTY funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 3,017 | +3,017 | 1 | — |
| ☆QTUM funds › | ETF SER SOLUTIONS | NEW | — | 0.1% | +0.1% | 0.2 | 1,375 | +1,375 | 1 | — |
| ☆VONV funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.0% | 0.2 | 2,129 | -123 | 5 | — |
| ☆IWF funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,800 | +1,800 | 1 | — |
| ☆IBTG funds › | ISHARES TR | ADD | — | 0.1% | -0.0% | 0.2 | 9,593 | +323 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,188 | +1,188 | 1 | — |
| ☆NFLX funds › | NETFLIX INC | TRIM | — | 0.1% | -0.1% | 0.2 | 3,012 | -128 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 0.2 | 1,664 | -44 | 2 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | TRIM | — | 0.1% | -0.3% | 0.2 | 1,662 | -1,842 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.1% | -0.0% | 0.2 | 642 | -29 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.1% | +0.1% | 0.2 | 172 | +172 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -2,788 | 0 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -2,881 | 0 | — |
| ☆IWV funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -558 | 0 | — |
| ☆IUSB funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,516 | 0 | — |
| ☆TLT funds › | ISHARES TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,456 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.4% | 0.0 | 0 | -3,893 | 0 | — |
| ☆MCD funds › | MCDONALDS CORP | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -725 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 179 | 145 | 0.07 | 39% | 0.025 | 0.277 | — | in |
| 2026Q1 | 155 | 129 | 0.09 | 38% | 0.024 | 0.235 | — | in |
| 2025Q4 | 162 | 134 | 0.09 | 38% | 0.024 | 0.198 | — | in |
| 2025Q3 | 156 | 129 | 0.04 | 37% | 0.022 | 0.263 | — | in |
| 2025Q2 | 146 | 123 | 0.07 | 36% | 0.022 | 0.237 | — | entered |
| 2025Q1 | 131 | 118 | 0.00 | 36% | 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