☆Partners in Financial Planning
Quality Q
0.816
AUM ($M)
660
Positions
131
Turnover
0.03
Top-10 wt
69%
Herfindahl
0.062
History (qtrs)
14
Excess Return
—
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Holdings · 133 positions · portfolio value $660M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆BND funds › | VANGUARD TOTAL BOND MARKET ETF | ADD | — | 11.8% | -0.9% | 78.0 | 1,063,064 | +16,492 | 6 | — |
| ☆VUG funds › | VANGUARD GROWTH ETF | ADD | — | 10.8% | +0.9% | 71.1 | 824,863 | +688,517 | 6 | — |
| ☆VTV funds › | VANGUARD VALUE ETF | TRIM | — | 9.9% | -0.1% | 65.3 | 299,573 | -7,615 | 6 | — |
| ☆BNDX funds › | VANGUARD TOTAL INTERNATIONAL BOND ETF | ADD | — | 9.5% | -0.4% | 62.4 | 1,288,435 | +51,846 | 6 | — |
| ☆VEA funds › | VANGUARD FTSE DEVELOPED MARKETS ETF | TRIM | — | 8.3% | -0.1% | 55.0 | 771,756 | -17,718 | 6 | — |
| ☆BSV funds › | VANGUARD SHORT-TERM BOND ETF | ADD | — | 5.8% | -0.4% | 38.1 | 488,983 | +11,609 | 6 | — |
| ☆VBK funds › | VANGUARD SMALL-CAP GROWTH ETF | TRIM | — | 3.7% | +0.3% | 24.2 | 66,268 | -567 | 6 | — |
| ☆VBR funds › | VANGUARD SMALL CAP VALUE ETF | TRIM | — | 3.7% | -0.0% | 24.2 | 99,603 | -2,286 | 6 | — |
| ☆VWO funds › | VANGUARD FTSE EMERGING MARKETS ETF | TRIM | — | 2.7% | -0.0% | 18.1 | 302,899 | -2,962 | 6 | — |
| ☆VSS funds › | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | TRIM | — | 2.5% | -0.1% | 16.2 | 105,235 | -493 | 6 | — |
| ☆VNQ funds › | VANGUARD REAL ESTATE ETF | ADD | — | 2.4% | +0.0% | 15.6 | 161,235 | +3,713 | 6 | — |
| ☆SPDW funds › | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | ADD | — | 2.2% | +0.0% | 14.7 | 291,107 | +1,132 | 6 | — |
| ☆VTEB funds › | VANGUARD TAX-EXEMPT BOND ETF | ADD | — | 2.0% | +0.1% | 13.3 | 262,359 | +25,754 | 6 | — |
| ☆VTI funds › | VANGUARD TOTAL STOCK MARKET ETF | ADD | — | 2.0% | +0.1% | 13.2 | 35,649 | +548 | 6 | — |
| ☆SUB funds › | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ADD | — | 1.8% | -0.0% | 11.7 | 110,184 | +7,983 | 6 | — |
| ☆VCIT funds › | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ADD | — | 1.3% | -0.1% | 8.3 | 100,930 | +3,556 | 6 | — |
| ☆VOO funds › | VANGUARD S&P 500 ETF | ADD | — | 1.1% | +0.1% | 7.5 | 10,928 | +9 | 6 | — |
| ☆MUB funds › | ISHARES NATIONAL MUNI BOND ETF | TRIM | — | 1.0% | -0.1% | 6.9 | 63,857 | -490 | 6 | — |
| ☆SPYG funds › | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | TRIM | — | 0.7% | +0.1% | 4.9 | 41,432 | -1,395 | 6 | — |
| ☆VO funds › | VANGUARD MID-CAP ETF | ADD | — | 0.7% | +0.0% | 4.5 | 56,442 | +42,362 | 6 | — |
| ☆SPYV funds › | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | ADD | — | 0.7% | -0.0% | 4.3 | 70,630 | +472 | 6 | — |
| ☆SCZ funds › | ISHARES MSCI EAFE SMALL-CAP ETF | ADD | — | 0.6% | -0.0% | 4.2 | 51,454 | +1,603 | 6 | — |
| ☆VXF funds › | VANGUARD EXTENDED MARKET ETF | TRIM | — | 0.6% | +0.0% | 3.8 | 15,612 | -359 | 6 | — |
| ☆SPEM funds › | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | ADD | — | 0.6% | +0.0% | 3.7 | 71,590 | +329 | 6 | — |
| ☆SLYV funds › | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | ADD | — | 0.5% | +0.0% | 3.5 | 31,729 | +8 | 6 | — |
| ☆VFMF funds › | VANGUARD U.S. MULTIFACTOR ETF | TRIM | — | 0.5% | +0.0% | 3.4 | 19,325 | -7 | 6 | — |
| ☆IAGG funds › | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | ADD | — | 0.5% | -0.0% | 3.3 | 65,618 | +3,617 | 6 | — |
| ☆VV funds › | VANGUARD LARGE-CAP ETF | ADD | — | 0.5% | +0.0% | 3.0 | 8,718 | +12 | 6 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP COM | HOLD | — | 0.4% | +0.0% | 2.9 | 9,376 | +0 | 6 | — |
| ☆SPAB funds › | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | ADD | — | 0.4% | -0.0% | 2.7 | 106,260 | +1,025 | 6 | — |
| ☆SPY funds › | STATE STREET SPDR S&P 500 ETF | ADD | — | 0.3% | +0.2% | 2.3 | 3,026 | +2,103 | 6 | — |
| ☆SLYG funds › | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | TRIM | — | 0.3% | +0.0% | 2.2 | 18,158 | -532 | 6 | — |
| ☆VEU funds › | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | TRIM | — | 0.3% | -0.0% | 2.1 | 25,217 | -1,557 | 6 | — |
| ☆VB funds › | VANGUARD SMALL-CAP ETF | ADD | — | 0.3% | +0.0% | 2.0 | 6,723 | +8 | 6 | — |
| ☆CUSIP:30231G102 funds › | EXXONMOBIL HOLDINGS CORP COM SHS | HOLD | — | 0.3% | -0.1% | 1.7 | 12,623 | +0 | 6 | — |
| ☆AAPL funds › | APPLE INC COM | TRIM | — | 0.3% | +0.0% | 1.7 | 5,921 | -225 | 6 | — |
| ☆IWF funds › | ISHARES RUSSELL 1000 GROWTH ETF | ADD | — | 0.2% | +0.0% | 1.6 | 13,252 | +9,940 | 6 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | HOLD | — | 0.2% | +0.1% | 1.5 | 1,600 | +0 | 5 | — |
| ☆STLD funds › | STEEL DYNAMICS INC COM | TRIM | — | 0.2% | +0.0% | 1.5 | 6,412 | -220 | 6 | — |
| ☆VXUS funds › | VANGUARD TOTAL INTERNATIONAL STOCK ETF | TRIM | — | 0.2% | -0.0% | 1.5 | 17,158 | -1,373 | 6 | — |
| ☆LRGF funds › | ISHARES U.S. EQUITY FACTOR ETF | ADD | — | 0.2% | +0.0% | 1.4 | 18,948 | +31 | 6 | — |
| ☆AMZN funds › | AMAZON COM INC COM | TRIM | — | 0.2% | +0.0% | 1.4 | 5,675 | -32 | 6 | — |
| ☆VNQI funds › | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | TRIM | — | 0.2% | -0.0% | 1.3 | 29,335 | -397 | 6 | — |
| ☆TSLA funds › | TESLA INC COM | HOLD | — | 0.2% | +0.0% | 1.3 | 3,066 | +0 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL U.S. TARGETED VALUE ETF | TRIM | — | 0.2% | -0.0% | 1.3 | 18,138 | -1,000 | 6 | — |
| ☆CVX funds › | CHEVRON CORPORATION COM | ADD | — | 0.2% | -0.1% | 1.3 | 7,634 | +1 | 6 | — |
| ☆BIV funds › | VANGUARD INTERMEDIATE-TERM BOND ETF | TRIM | — | 0.2% | -0.0% | 1.2 | 16,186 | -1,934 | 6 | — |
| ☆FERG funds › | FERGUSON ENTERPRISES INC COMMON STOCK NEW | HOLD | — | 0.2% | -0.0% | 1.2 | 5,033 | +0 | 6 | — |
| ☆SPTS funds › | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | TRIM | — | 0.2% | -0.1% | 1.2 | 40,176 | -9,803 | 6 | — |
| ☆GEV funds › | GE VERNOVA INC COM | TRIM | — | 0.2% | +0.0% | 1.2 | 985 | -8 | 6 | — |
| ☆IVV funds › | ISHARES CORE S&P 500 ETF | HOLD | — | 0.2% | +0.0% | 1.1 | 1,417 | +0 | 6 | — |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP COM | HOLD | — | 0.2% | +0.0% | 1.0 | 11,584 | +0 | 6 | — |
| ☆EFA funds › | ISHARES MSCI EAFE ETF | TRIM | — | 0.2% | -0.0% | 1.0 | 9,845 | -1,338 | 6 | — |
| ☆GE funds › | GE AEROSPACE COM NEW | TRIM | — | 0.2% | +0.0% | 1.0 | 2,716 | -30 | 6 | — |
| ☆IWD funds › | ISHARES RUSSELL 1000 VALUE ETF | ADD | — | 0.2% | +0.0% | 1.0 | 4,170 | +5 | 6 | — |
| ☆MSFT funds › | MICROSOFT CORP COM | HOLD | — | 0.1% | -0.0% | 1.0 | 2,623 | +0 | 6 | — |
| ☆GOOG funds › | ALPHABET INC CAP STK CL C | HOLD | — | 0.1% | +0.0% | 1.0 | 2,736 | +0 | 6 | — |
| ☆TPL funds › | TEXAS PACIFIC LAND CORPORATION COM | HOLD | — | 0.1% | -0.0% | 0.9 | 2,142 | +0 | 6 | — |
| ☆DFAX funds › | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | ADD | — | 0.1% | -0.0% | 0.9 | 25,113 | +199 | 6 | — |
| ☆DFNM funds › | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ADD | — | 0.1% | +0.0% | 0.9 | 19,112 | +3,152 | 2 | — |
| ☆DFAC funds › | DIMENSIONAL U.S. CORE EQUITY 2 ETF | TRIM | — | 0.1% | +0.0% | 0.9 | 20,741 | -159 | 6 | — |
| ☆GLW funds › | CORNING INC COM | TRIM | — | 0.1% | +0.1% | 0.9 | 3,601 | -30 | 4 | — |
| ☆IEFA funds › | ISHARES CORE MSCI EAFE ETF | ADD | — | 0.1% | -0.0% | 0.9 | 9,267 | +211 | 6 | — |
| ☆TFC funds › | TRUIST FINL CORP COM | ADD | — | 0.1% | -0.0% | 0.9 | 17,096 | +25 | 6 | — |
| ☆VBIL funds › | VANGUARD 0-3 MONTH TREASURY BILL ETF | ADD | — | 0.1% | -0.0% | 0.9 | 11,250 | +735 | 4 | — |
| ☆GOOGL funds › | ALPHABET INC CAP STK CL A | HOLD | — | 0.1% | +0.0% | 0.8 | 2,349 | +0 | 6 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL CL B NEW | HOLD | — | 0.1% | -0.0% | 0.8 | 1,674 | +0 | 6 | — |
| ☆NKSH funds › | NATIONAL BANKSHARES INC VA COM | HOLD | — | 0.1% | -0.0% | 0.8 | 21,431 | +0 | 6 | — |
| ☆CSX funds › | CSX CORP COM | HOLD | — | 0.1% | +0.0% | 0.8 | 15,816 | +0 | 6 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC COM | HOLD | — | 0.1% | +0.0% | 0.7 | 4,066 | +0 | 6 | — |
| ☆WMT funds › | WALMART INC COM | HOLD | — | 0.1% | -0.0% | 0.7 | 6,377 | +0 | 6 | — |
| ☆DFAE funds › | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ADD | — | 0.1% | +0.0% | 0.7 | 17,889 | +345 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON COM | HOLD | — | 0.1% | -0.0% | 0.7 | 2,667 | +0 | 6 | — |
| ☆CVS funds › | CVS HEALTH CORP COM | HOLD | — | 0.1% | +0.0% | 0.6 | 5,888 | +0 | 6 | — |
| ☆PG funds › | PROCTER & GAMBLE CO COM | ADD | — | 0.1% | -0.0% | 0.6 | 4,106 | +8 | 6 | — |
| ☆AGG funds › | ISHARES CORE U.S. AGGREGATE BOND ETF | ADD | — | 0.1% | -0.0% | 0.6 | 5,730 | +16 | 6 | — |
| ☆DFSV funds › | DIMENSIONAL US SMALL CAP VALUE ETF | ADD | — | 0.1% | +0.0% | 0.6 | 14,413 | +51 | 5 | — |
| ☆LOW funds › | LOWES COS INC COM | ADD | — | 0.1% | -0.0% | 0.5 | 2,400 | +1 | 6 | — |
| ☆RSP funds › | INVESCO S&P 500 EQUAL WEIGHT ETF | NEW | — | 0.1% | +0.1% | 0.5 | 2,425 | +2,425 | 1 | — |
| ☆CAH funds › | CARDINAL HEALTH INC COM | HOLD | — | 0.1% | +0.0% | 0.5 | 2,163 | +0 | 6 | — |
| ☆UDR funds › | UDR INC COM | HOLD | — | 0.1% | +0.0% | 0.5 | 12,368 | +0 | 6 | — |
| ☆IVW funds › | ISHARES S&P 500 GROWTH ETF | ADD | — | 0.1% | +0.0% | 0.5 | 3,510 | +1 | 6 | — |
| ☆IWS funds › | ISHARES RUSSELL MID-CAP VALUE ETF | ADD | — | 0.1% | +0.0% | 0.5 | 2,919 | +3 | 6 | — |
| ☆DFIV funds › | DIMENSIONAL INTERNATIONAL VALUE ETF | ADD | — | 0.1% | -0.0% | 0.5 | 8,819 | +84 | 6 | — |
| ☆IWP funds › | ISHARES RUSSELL MID-CAP GROWTH ETF | HOLD | — | 0.1% | +0.0% | 0.5 | 3,205 | +0 | 6 | — |
| ☆DFIS funds › | DIMENSIONAL INTERNATIONAL SMALL CAP ETF | ADD | — | 0.1% | -0.0% | 0.4 | 12,793 | +382 | 5 | — |
| ☆IJH funds › | ISHARES CORE S&P MID-CAP ETF | ADD | — | 0.1% | +0.0% | 0.4 | 5,648 | +31 | 6 | — |
| ☆FNDX funds › | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | TRIM | — | 0.1% | +0.0% | 0.4 | 13,823 | -81 | 2 | — |
| ☆IJR funds › | ISHARES CORE S&P SMALL CAP ETF | TRIM | — | 0.1% | -0.0% | 0.4 | 2,890 | -327 | 6 | — |
| ☆AVGO funds › | BROADCOM INC COM | ADD | — | 0.1% | +0.0% | 0.4 | 1,121 | +9 | 6 | — |
| ☆CARE funds › | CARTER BANKSHARES INC COM NEW | TRIM | — | 0.1% | +0.0% | 0.4 | 12,299 | -221 | 6 | — |
| ☆VOT funds › | VANGUARD MID-CAP GROWTH ETF | ADD | — | 0.1% | +0.0% | 0.4 | 1,317 | +1 | 6 | — |
| ☆MCD funds › | MCDONALDS CORP COM | HOLD | — | 0.1% | -0.0% | 0.4 | 1,412 | +0 | 6 | — |
| ☆VCRB funds › | VANGUARD CORE BOND ETF | ADD | — | 0.1% | -0.0% | 0.4 | 4,911 | +33 | 3 | — |
| ☆DHR funds › | DANAHER CORP DEL COM | HOLD | — | 0.1% | -0.0% | 0.4 | 1,954 | +0 | 6 | — |
| ☆EEM funds › | ISHARES MSCI EMERGING MARKETS ETF | TRIM | — | 0.1% | -0.0% | 0.4 | 5,204 | -787 | 6 | — |
| ☆META funds › | META PLATFORMS INC CL A | ADD | — | 0.1% | -0.0% | 0.4 | 627 | +3 | 6 | — |
| ☆IQLT funds › | ISHARES MSCI INTL QUALITY FACTOR ETF | HOLD | — | 0.1% | -0.0% | 0.4 | 7,096 | +0 | 2 | — |
| ☆DFAI funds › | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ADD | — | 0.1% | -0.0% | 0.3 | 8,193 | +93 | 2 | — |
| ☆ABBV funds › | ABBVIE INC COM | HOLD | — | 0.1% | +0.0% | 0.3 | 1,317 | +0 | 6 | — |
| ☆NKE funds › | NIKE INC CL B | HOLD | — | 0.0% | -0.0% | 0.3 | 7,976 | +0 | 6 | — |
| ☆IEMG funds › | ISHARES CORE MSCI EMERGING MARKETS ETF | ADD | — | 0.0% | +0.0% | 0.3 | 3,948 | +24 | 5 | — |
| ☆UNP funds › | UNION PAC CORP COM | HOLD | — | 0.0% | +0.0% | 0.3 | 1,200 | +0 | 6 | — |
| ☆URI funds › | UNITED RENTALS INC COM | HOLD | — | 0.0% | +0.0% | 0.3 | 280 | +0 | 4 | — |
| ☆SCHZ funds › | SCHWAB US AGGREGATE BOND ETF | ADD | — | 0.0% | -0.0% | 0.3 | 13,625 | +238 | 6 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP COM | HOLD | — | 0.0% | +0.0% | 0.3 | 1,545 | +0 | 6 | — |
| ☆IVE funds › | ISHARES S&P 500 VALUE ETF | ADD | — | 0.0% | -0.0% | 0.3 | 1,363 | +2 | 6 | — |
| ☆WMB funds › | WILLIAMS COS INC COM | HOLD | — | 0.0% | -0.0% | 0.3 | 4,045 | +0 | 6 | — |
| ☆RTX funds › | RTX CORPORATION COM | HOLD | — | 0.0% | -0.0% | 0.3 | 1,577 | +0 | 6 | — |
| ☆AOA funds › | ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | ADD | — | 0.0% | +0.0% | 0.3 | 2,934 | +15 | 4 | — |
| ☆IWN funds › | ISHARES RUSSELL 2000 VALUE ETF | ADD | — | 0.0% | +0.0% | 0.3 | 1,262 | +1 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC COM | NEW | — | 0.0% | +0.0% | 0.3 | 254 | +254 | 1 | — |
| ☆AUB funds › | ATLANTIC UN BANKSHARES CORP COM | ADD | — | 0.0% | +0.0% | 0.3 | 6,262 | +12 | 4 | — |
| ☆IWV funds › | ISHARES RUSSELL 3000 ETF | HOLD | — | 0.0% | +0.0% | 0.3 | 611 | +0 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES COM | HOLD | — | 0.0% | -0.0% | 0.3 | 2,799 | +0 | 6 | — |
| ☆SDY funds › | STATE STREET SPDR S&P DIVIDEND ETF | NEW | — | 0.0% | +0.0% | 0.2 | 1,632 | +1,632 | 1 | — |
| ☆MO funds › | ALTRIA GROUP INC COM | HOLD | — | 0.0% | -0.0% | 0.2 | 3,400 | +0 | 2 | — |
| ☆SPHQ funds › | INVESCO S&P 500 QUALITY ETF | NEW | — | 0.0% | +0.0% | 0.2 | 2,588 | +2,588 | 1 | — |
| ☆IWY funds › | ISHARES RUSSELL TOP 200 GROWTH ETF | NEW | — | 0.0% | +0.0% | 0.2 | 796 | +796 | 1 | — |
| ☆SO funds › | SOUTHERN CO COM | HOLD | — | 0.0% | -0.0% | 0.2 | 2,386 | +0 | 6 | — |
| ☆DFAR funds › | DIMENSIONAL US REAL ESTATE ETF | ADD | — | 0.0% | +0.0% | 0.2 | 8,557 | +40 | 2 | — |
| ☆VGK funds › | VANGUARD FTSE EUROPE ETF | HOLD | — | 0.0% | -0.0% | 0.2 | 2,525 | +0 | 4 | — |
| ☆CFG funds › | CITIZENS FINL GROUP INC COM | NEW | — | 0.0% | +0.0% | 0.2 | 3,175 | +3,175 | 1 | — |
| ☆SLV funds › | ISHARES SILVER TRUST | ADD | — | 0.0% | -0.0% | 0.2 | 4,108 | +83 | 3 | — |
| ☆CUSIP:921910733 funds › | VANGUARD ESG U.S. STOCK ETF | NEW | — | 0.0% | +0.0% | 0.2 | 1,656 | +1,656 | 1 | — |
| ☆IWR funds › | ISHARES RUSSELL MIDCAP ETF | NEW | — | 0.0% | +0.0% | 0.2 | 1,959 | +1,959 | 1 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC CL A | HOLD | — | 0.0% | -0.0% | 0.2 | 3,707 | +0 | 2 | — |
| ☆PFE funds › | PFIZER INC COM | HOLD | — | 0.0% | -0.0% | 0.2 | 8,604 | +0 | 6 | — |
| ☆ICF funds › | ISHARES SELECT U.S. REIT ETF | NEW | — | 0.0% | +0.0% | 0.2 | 3,046 | +3,046 | 1 | — |
| ☆D funds › | DOMINION ENERGY INC COM | NEW | — | 0.0% | +0.0% | 0.2 | 2,973 | +2,973 | 1 | — |
| ☆VOE funds › | VANGUARD MID-CAP VALUE ETF | NEW | — | 0.0% | +0.0% | 0.2 | 1,017 | +1,017 | 1 | — |
| ☆VGIT funds › | VANGUARD SCOTTSDALE FDS | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,543 | 0 | — |
| ☆PEP funds › | PEPSICO INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,309 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 660 | 131 | 0.03 | 69% | 0.062 | 0.814 | — | in |
| 2026Q1 | 603 | 122 | 0.02 | 69% | 0.064 | 0.823 | — | in |
| 2025Q4 | 591 | 115 | 0.01 | 70% | 0.064 | 0.806 | — | in |
| 2025Q3 | 578 | 115 | 0.01 | 70% | 0.064 | 0.807 | — | in |
| 2025Q2 | 542 | 107 | 0.03 | 70% | 0.065 | 0.805 | — | in |
| 2025Q1 | 498 | 101 | 0.00 | 71% | 0.067 | 0.855 | — | in |
| 2023Q3 | 389 | 96 | 0.00 | 69% | 0.061 | 0.750 | — | in |
| 2022Q4 | 361 | 90 | 0.06 | 68% | 0.060 | 0.699 | — | in |
| 2022Q3 | 350 | 90 | 0.05 | 73% | 0.067 | 0.732 | — | in |
| 2022Q2 | 315 | 94 | 0.03 | 74% | 0.070 | 0.812 | — | in |
| 2022Q1 | 318 | 90 | 0.02 | 75% | 0.071 | 0.777 | — | in |
| 2021Q4 | 327 | 92 | 0.03 | 75% | 0.072 | 0.703 | — | in |
| 2021Q3 | 320 | 95 | 0.02 | 74% | 0.071 | 0.729 | — | entered |
| 2021Q2 | 320 | 92 | 0.00 | 74% | 0.070 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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