Fund Universe

← Fund Universe

☆Accredited Wealth Management, LLC

CIK 0002056519 · holdings for 2025Q3 (change vs 2025Q2) · in signal universe
Quality Q
0.358
AUM ($M)
134
Positions
381
Turnover
0.07
Top-10 wt
52%
Herfindahl
0.039
History (qtrs)
3
Excess Return
not eligible

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Quarter
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Security type

Holdings · 396 positions · portfolio value $134M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AVUS funds › AMERICAN CENTY ETF TR TRIM — 11.5% +0.2% 15.4 7,227 -130,673 2 —
☆IXUS funds › ISHARES TR TRIM — 7.4% +0.4% 9.9 24,281 -87,133 2 —
☆MOAT funds › VANECK ETF TRUST TRIM — 6.4% +0.1% 8.5 3,610 -79,184 2 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 5.7% +0.1% 7.7 18,574 -243,824 2 —
☆FBND funds › FIDELITY MERRIMACK STR TR TRIM — 4.9% +0.1% 6.6 13,968 -115,463 2 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 4.0% -0.2% 5.4 2,230 -23,000 2 —
☆VIGI funds › VANGUARD WHITEHALL FDS TRIM — 3.7% -0.4% 4.9 2,358 -53,036 2 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS TRIM — 3.6% +0.0% 4.8 5,060 -70,402 2 —
☆QLTY funds › 2023 ETF SERIES TRUST II TRIM — 2.7% +0.3% 3.6 3,898 -82,950 2 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 2.6% +1.5% 3.5 6,603 -15,527 2 —
☆VO funds › VANGUARD INDEX FDS TRIM — 2.5% +0.2% 3.4 2,005 -8,219 2 —
☆AVDE funds › AMERICAN CENTY ETF TR TRIM — 2.4% +0.2% 3.2 9,050 -28,317 2 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 2.2% -0.2% 2.9 6,403 -31,178 2 —
☆BOND funds › PIMCO ETF TR TRIM — 2.2% +0.1% 2.9 11,480 -16,278 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 2.0% -0.1% 2.7 500 -4,771 2 —
☆AAPL funds › APPLE INC TRIM — 1.5% +0.2% 2.1 50 -8,220 2 —
☆VCRB funds › VANGUARD MALVERN FDS ADD — 1.4% +1.3% 1.9 2,070 +590 2 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 1.4% -0.0% 1.9 960 -4,766 2 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.4% -0.1% 1.9 700 -26,144 2 —
☆IJR funds › ISHARES TR TRIM — 1.1% -0.0% 1.4 138 -12,126 2 —
☆IAU funds › ISHARES GOLD TR TRIM — 1.0% +0.1% 1.3 615 -16,920 2 —
☆MOTI funds › VANECK ETF TRUST ADD — 0.9% +0.0% 1.3 83,872 +50,996 2 —
☆ORCL funds › ORACLE CORP TRIM — 0.9% +0.1% 1.2 435 -4,083 2 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC TRIM — 0.9% +0.1% 1.2 100 -2,377 2 —
☆IJH funds › ISHARES TR ADD — 0.9% +0.5% 1.2 12,424 +4,489 2 —
☆JPM funds › JPMORGAN CHASE & CO. TRIM — 0.9% -0.0% 1.2 303 -3,520 2 —
☆BAC funds › BANK AMERICA CORP TRIM — 0.9% -0.0% 1.2 1,105 -21,559 2 —
☆CAT funds › CATERPILLAR INC TRIM — 0.9% +0.1% 1.1 329 -2,093 2 —
☆MINT funds › PIMCO ETF TR TRIM — 0.8% +0.0% 1.1 6,424 -3,426 2 —
☆SLV funds › ISHARES SILVER TR TRIM — 0.8% +0.1% 1.0 625 -23,487 2 —
☆AMGN funds › AMGEN INC TRIM — 0.7% -0.1% 0.9 200 -3,050 2 —
☆IUSB funds › ISHARES TR TRIM — 0.7% -0.1% 0.9 9,040 -10,075 2 —
☆ADP funds › AUTOMATIC DATA PROCESSING IN TRIM — 0.7% -0.1% 0.9 750 -2,272 2 —
☆KO funds › COCA COLA CO TRIM — 0.6% -0.1% 0.9 8 -12,784 2 —
☆AMZN funds › AMAZON COM INC TRIM — 0.6% -0.1% 0.9 251 -3,744 2 —
☆GILD funds › GILEAD SCIENCES INC TRIM — 0.6% -0.0% 0.7 375 -6,344 2 —
☆LDUR funds › PIMCO ETF TR TRIM — 0.5% +0.0% 0.6 2,700 -2,818 2 —
☆VXF funds › VANGUARD INDEX FDS TRIM — 0.4% -2.4% 0.6 113 -18,298 2 —
☆GOOGL funds › ALPHABET INC TRIM — 0.4% +0.1% 0.6 2,299 -379 2 —
☆GOOG funds › ALPHABET INC ADD — 0.4% +0.1% 0.6 3,860 +1,451 2 —
☆AVDV funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.4% 0.6 135,375 +134,767 2 —
☆PG funds › PROCTER AND GAMBLE CO TRIM — 0.4% -0.1% 0.6 188 -3,524 2 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 0.4% +0.0% 0.5 39,462 +30,877 2 —
☆VTEB funds › VANGUARD MUN BD FDS ADD — 0.4% -0.0% 0.5 78,255 +68,045 2 —
☆CP funds › CANADIAN PACIFIC KANSAS CITY TRIM — 0.4% -0.1% 0.5 443 -6,478 2 —
☆VTIP funds › VANGUARD MALVERN FDS ADD — 0.3% -0.1% 0.4 10,685 +1,469 2 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.4 269,003 +253,311 2 —
☆XLV funds › SELECT SECTOR SPDR TR NEW — 0.3% +0.3% 0.4 57 +57 1 —
☆GE funds › GE AEROSPACE TRIM — 0.3% +0.0% 0.4 389 -890 2 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO TRIM — 0.3% -0.0% 0.4 71 -8,166 2 —
☆SCHP funds › SCHWAB STRATEGIC TR TRIM — 0.3% -0.0% 0.4 4,910 -8,982 2 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 0.3% -0.0% 0.4 100 -617 2 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.2% -1.1% 0.3 260 -22,954 2 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 0.2% -0.0% 0.3 500 -3,831 2 —
☆PEP funds › PEPSICO INC TRIM — 0.2% +0.0% 0.3 425 -1,683 2 —
☆XBI funds › SPDR SERIES TRUST TRIM — 0.2% -0.0% 0.3 82 -3,843 2 —
☆V funds › VISA INC TRIM — 0.2% -0.1% 0.3 74 -894 2 —
☆COST funds › COSTCO WHSL CORP NEW ADD — 0.2% -0.0% 0.3 578 +264 2 —
☆GDX funds › VANECK ETF TRUST ADD — 0.2% +0.0% 0.3 32,689 +28,074 2 —
☆CVS funds › CVS HEALTH CORP TRIM — 0.2% -0.0% 0.2 175 -3,080 2 —
☆TSLA funds › TESLA INC TRIM — 0.2% +0.0% 0.2 226 -302 2 —
☆SUB funds › ISHARES TR TRIM — 0.2% -0.0% 0.2 52 -2,028 2 —
☆MA funds › MASTERCARD INCORPORATED TRIM — 0.2% -0.0% 0.2 151 -254 2 —
☆BCI funds › ABRDN ETFS TRIM — 0.2% -0.2% 0.2 527 -21,945 2 —
☆EMR funds › EMERSON ELEC CO TRIM — 0.2% -0.0% 0.2 535 -1,116 2 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.0% 0.2 3,289 -6,142 2 —
☆UPS funds › UNITED PARCEL SERVICE INC TRIM — 0.1% +0.0% 0.2 225 -1,522 2 —
☆OEF funds › ISHARES TR ADD — 0.1% -0.1% 0.2 2,192 +1,302 2 —
☆MRK funds › MERCK & CO INC TRIM — 0.1% -0.0% 0.2 238 -2,057 2 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.2 10,170 +9,337 2 —
☆RTX funds › RTX CORPORATION TRIM — 0.1% +0.0% 0.2 175 -945 2 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.1% +0.0% 0.2 1,000 +70 2 —
☆SCHG funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 0.2 2,033 -3,609 2 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 0.1% -0.0% 0.2 40 -1,611 2 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% -0.0% 0.2 226 -391 2 —
☆VPLS funds › VANGUARD MALVERN FDS ADD — 0.1% +0.1% 0.2 8,501 +7,651 2 —
☆QQQ funds › INVESCO QQQ TR ADD — 0.1% +0.0% 0.2 490 +233 2 —
☆HSY funds › HERSHEY CO TRIM — 0.1% +0.0% 0.1 137 -611 2 —
☆PFE funds › PFIZER INC TRIM — 0.1% +0.0% 0.1 201 -5,419 2 —
☆VTES funds › VANGUARD WELLINGTON FD TRIM — 0.1% -0.0% 0.1 516 -819 2 —
☆VYMI funds › VANGUARD WHITEHALL FDS TRIM — 0.1% -0.0% 0.1 775 -931 2 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.1 955 -545 2 —
☆FENY funds › FIDELITY COVINGTON TRUST TRIM — 0.1% +0.0% 0.1 42 -3,299 2 —
☆BIV funds › VANGUARD BD INDEX FDS ADD — 0.1% -0.0% 0.1 35,262 +33,527 2 —
☆VOOG funds › VANGUARD ADMIRAL FDS INC TRIM — 0.1% +0.0% 0.1 10 -293 2 —
☆DIS funds › DISNEY WALT CO TRIM — 0.1% -0.0% 0.1 247 -939 2 —
☆SCHY funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.1 9,139 +4,467 2 —
☆ESGU funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 554 -311 2 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.1 100 -105 2 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.0% 0.1 100 -105 2 —
☆MUNI funds › PIMCO ETF TR TRIM — 0.1% -0.0% 0.1 130 -2,195 2 —
☆CIBR funds › FIRST TR EXCHANGE TRADED FD TRIM — 0.1% -0.0% 0.1 363 -1,730 2 —
☆SYY funds › SYSCO CORP TRIM — 0.1% +0.0% 0.1 300 -1,123 2 —
☆TGT funds › TARGET CORP TRIM — 0.1% -0.1% 0.1 56 -2,777 2 —
☆WMT funds › WALMART INC TRIM — 0.1% -0.0% 0.1 55 -1,040 2 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.1% -0.0% 0.1 1,435 -330 2 —
☆LOW funds › LOWES COS INC TRIM — 0.1% +0.0% 0.1 30 -387 2 —
☆ETHA funds › ISHARES ETHEREUM TR NEW — 0.1% +0.1% 0.1 17,844 +17,844 1 —
☆BLK funds › BLACKROCK INC TRIM — 0.1% +0.0% 0.1 4 -82 2 —
☆HUM funds › HUMANA INC TRIM — 0.1% -0.0% 0.1 3 -362 2 —
☆VDE funds › VANGUARD WORLD FD ADD — 0.1% -0.0% 0.1 1,334 +584 2 —
☆QCOM funds › QUALCOMM INC TRIM — 0.1% -0.0% 0.1 149 -715 2 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR ADD — 0.1% -0.0% 0.1 576 +421 2 —
☆IVV funds › ISHARES TR ADD — 0.1% -0.0% 0.1 10,215 +10,077 2 —
☆UNP funds › UNION PAC CORP ADD — 0.1% -0.0% 0.1 2,181 +1,802 2 —
☆ABT funds › ABBOTT LABS ADD — 0.1% -0.0% 0.1 834 +174 2 —
☆AXP funds › AMERICAN EXPRESS CO TRIM — 0.1% -0.0% 0.1 106 -152 2 —
☆SPGI funds › S&P GLOBAL INC TRIM — 0.1% -0.0% 0.1 80 -95 2 —
☆CTVA funds › CORTEVA INC TRIM — 0.1% -0.0% 0.1 314 -940 2 —
☆EFA funds › ISHARES TR TRIM — 0.1% -0.0% 0.1 200 -708 2 —
☆SPY funds › SPDR S&P 500 ETF TR TRIM — 0.1% -0.1% 0.1 155 -171 2 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.1% +0.1% 0.1 5,186 +5,086 2 —
☆CUSIP:025072323 funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 0.1 7,885 +6,270 2 —
☆DEO funds › DIAGEO PLC TRIM — 0.1% -0.0% 0.1 450 -383 2 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.1% -0.0% 0.1 130 -875 2 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.1 15,699 +11,410 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% +0.0% 0.1 3,718 +3,315 2 —
☆VYM funds › VANGUARD WHITEHALL FDS ADD — 0.1% -0.0% 0.1 54,316 +53,800 2 —
☆DFUS funds › DIMENSIONAL ETF TRUST ADD — 0.1% -0.0% 0.1 45,525 +44,521 2 —
☆NVS funds › NOVARTIS AG TRIM — 0.1% -0.0% 0.1 50 -500 2 —
☆NTRS funds › NORTHERN TR CORP TRIM — 0.1% -0.0% 0.1 45 -471 2 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 0.1 417 +247 2 —
☆MUB funds › ISHARES TR TRIM — 0.1% +0.0% 0.1 144 -447 2 —
☆IWF funds › ISHARES TR TRIM — 0.1% +0.0% 0.1 70 -64 2 —
☆BA funds › BOEING CO ADD — 0.0% -0.0% 0.1 8,237 +7,924 2 —
☆USB funds › US BANCORP DEL TRIM — 0.0% -0.0% 0.1 100 -1,245 2 —
☆USMV funds › ISHARES TR TRIM — 0.0% -0.0% 0.1 258 -430 2 —
☆AVAV funds › AEROVIRONMENT INC TRIM — 0.0% +0.0% 0.1 50 -150 2 —
☆LLY funds › ELI LILLY & CO TRIM — 0.0% -0.1% 0.1 100 -58 2 —
☆VZ funds › VERIZON COMMUNICATIONS INC TRIM — 0.0% -0.0% 0.1 175 -1,430 2 —
☆INTU funds › INTUIT ADD — 0.0% -0.0% 0.1 300 +217 2 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.1 100 -530 2 —
☆INTC funds › INTEL CORP TRIM — 0.0% +0.0% 0.1 193 -1,477 2 —
☆HD funds › HOME DEPOT INC ADD — 0.0% +0.0% 0.1 151 +14 2 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.1 500 -1,531 2 —
☆CBRE funds › CBRE GROUP INC ADD — 0.0% +0.0% 0.1 1,000 +671 2 —
☆QUAL funds › ISHARES TR ADD — 0.0% -0.0% 0.1 640 +319 2 —
☆ROK funds › ROCKWELL AUTOMATION INC ADD — 0.0% -0.0% 0.0 1,121 +956 2 —
☆ORLY funds › OREILLY AUTOMOTIVE INC TRIM — 0.0% +0.0% 0.0 400 -35 2 —
☆FNDE funds › SCHWAB STRATEGIC TR TRIM — 0.0% +0.0% 0.0 298 -987 2 —
☆SPTM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 3 -573 2 —
☆PGR funds › PROGRESSIVE CORP ADD — 0.0% -0.0% 0.0 404 +216 2 —
☆IYW funds › ISHARES TR TRIM — 0.0% +0.0% 0.0 175 -62 2 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.0% -0.0% 0.0 54 -354 2 —
☆NOW funds › SERVICENOW INC ADD — 0.0% -0.0% 0.0 400 +350 2 —
☆MCD funds › MCDONALDS CORP TRIM — 0.0% -0.0% 0.0 139 -12 2 —
☆BFB funds › BROWN FORMAN CORP TRIM — 0.0% -0.0% 0.0 500 -1,250 2 —
☆KHC funds › KRAFT HEINZ CO TRIM — 0.0% -0.0% 0.0 144 -1,679 2 —
☆T funds › AT&T INC TRIM — 0.0% -0.0% 0.0 87 -1,481 2 —
☆CUSIP:904767704 funds › UNILEVER PLC TRIM — 0.0% -0.0% 0.0 379 -343 2 —
☆CMI funds › CUMMINS INC ADD — 0.0% +0.0% 0.0 3,200 +3,100 2 —
☆NOBL funds › PROSHARES TR TRIM — 0.0% -0.0% 0.0 50 -350 2 —
☆TXN funds › TEXAS INSTRS INC TRIM — 0.0% -0.0% 0.0 35 -191 2 —
☆AMT funds › AMERICAN TOWER CORP NEW TRIM — 0.0% -0.0% 0.0 6 -204 2 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.0% +0.0% 0.0 32 -668 2 —
☆CLX funds › CLOROX CO DEL ADD — 0.0% +0.0% 0.0 12,844 +12,691 2 —
☆SPSM funds › SPDR SERIES TRUST TRIM — 0.0% -0.0% 0.0 263 -537 2 —
☆SO funds › SOUTHERN CO TRIM — 0.0% -0.0% 0.0 203 -187 2 —
☆PPC funds › PILGRIMS PRIDE CORP ADD — 0.0% -0.0% 0.0 30,213 +29,313 2 —
☆DHR funds › DANAHER CORPORATION TRIM — 0.0% -0.0% 0.0 74 -101 2 —
☆FMUB funds › FIDELITY MERRIMACK STR TR NEW — 0.0% +0.0% 0.0 128,788 +128,788 1 —
☆CSCO funds › CISCO SYS INC TRIM — 0.0% -0.0% 0.0 245 -255 2 —
☆ZBH funds › ZIMMER BIOMET HOLDINGS INC HOLD — 0.0% -0.0% 0.0 343 +0 2 —
☆IYF funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 102 -163 2 —
☆ICE funds › INTERCONTINENTAL EXCHANGE IN ADD — 0.0% -0.0% 0.0 612 +419 2 —
☆CSX funds › CSX CORP TRIM — 0.0% +0.0% 0.0 100 -800 2 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF ADD — 0.0% -0.0% 0.0 3,225 +2,710 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC ADD — 0.0% -0.0% 0.0 365 +214 2 —
☆VOE funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.0 10,179 +10,000 2 —
☆DGRO funds › ISHARES TR ADD — 0.0% -0.0% 0.0 113,770 +113,320 2 —
☆MS funds › MORGAN STANLEY TRIM — 0.0% +0.0% 0.0 30 -162 2 —
☆VUG funds › VANGUARD INDEX FDS ADD — 0.0% +0.0% 0.0 72 +9 2 —
☆CL funds › COLGATE PALMOLIVE CO TRIM — 0.0% -0.0% 0.0 349 -26 2 —
☆SCHW funds › SCHWAB CHARLES CORP ADD — 0.0% -0.0% 0.0 1,285 +975 2 —
☆GEHC funds › GE HEALTHCARE TECHNOLOGIES I TRIM — 0.0% -0.0% 0.0 1 -388 2 —
☆SHEL funds › SHELL PLC TRIM — 0.0% -0.0% 0.0 3 -897 2 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 8,850 +7,848 2 —
☆ADSK funds › AUTODESK INC ADD — 0.0% -0.0% 0.0 3,022 +2,935 2 —
☆KR funds › KROGER CO TRIM — 0.0% -0.0% 0.0 4 -489 2 —
☆NOC funds › NORTHROP GRUMMAN CORP ADD — 0.0% +0.0% 0.0 550 +505 2 —
☆CARR funds › CARRIER GLOBAL CORPORATION TRIM — 0.0% -0.0% 0.0 120 -323 2 —
☆FSK funds › FS KKR CAP CORP ADD — 0.0% -0.0% 0.0 1,279 +29 2 —
☆EMXC funds › ISHARES INC ADD — 0.0% -0.0% 0.0 24,232 +23,849 2 —
☆EEM funds › ISHARES TR ADD — 0.0% +0.0% 0.0 688 +206 2 —
☆RJF funds › RAYMOND JAMES FINL INC TRIM — 0.0% +0.0% 0.0 53 -96 2 —
☆VB funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.0 4,777 +4,677 2 —
☆BN funds › BROOKFIELD CORP TRIM — 0.0% +0.0% 0.0 228 -143 2 —
☆BAX funds › BAXTER INTL INC TRIM — 0.0% -0.0% 0.0 90 -715 2 —
☆C funds › CITIGROUP INC ADD — 0.0% +0.0% 0.0 253 +8 2 —
☆SHY funds › ISHARES TR ADD — 0.0% -0.0% 0.0 450 +150 2 —
☆AVUV funds › AMERICAN CENTY ETF TR ADD — 0.0% +0.0% 0.0 258 +8 2 —
☆IEMG funds › ISHARES INC ADD — 0.0% +0.0% 0.0 383 +208 2 —
☆HEIA funds › HEICO CORP NEW ADD — 0.0% -0.0% 0.0 799 +706 2 —
☆CUSIP:487836108 funds › KELLANOVA ADD — 0.0% -0.0% 0.0 456 +5 2 —
☆PH funds › PARKER-HANNIFIN CORP TRIM — 0.0% -0.0% 0.0 4 -26 2 —
☆LKQ funds › LKQ CORP TRIM — 0.0% +0.0% 0.0 138 -137 2 —
☆VOT funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.0 179 +107 2 —
☆MPC funds › MARATHON PETE CORP ADD — 0.0% +0.0% 0.0 405 +302 2 —
☆IGM funds › ISHARES TR ADD — 0.0% +0.0% 0.0 550 +396 2 —
☆CRM funds › SALESFORCE INC TRIM — 0.0% -0.0% 0.0 50 -30 2 —
☆FLEX funds › FLEX LTD ADD — 0.0% +0.0% 0.0 1,750 +1,423 2 —
☆ELV funds › ELEVANCE HEALTH INC FORMERLY ADD — 0.0% -0.0% 0.0 83 +26 2 —
☆SNA funds › SNAP ON INC TRIM — 0.0% +0.0% 0.0 25 -28 2 —
☆KKR funds › KKR & CO INC ADD — 0.0% -0.0% 0.0 1,732 +1,592 2 —
☆BUD funds › ANHEUSER BUSCH INBEV SA/NV ADD — 0.0% -0.0% 0.0 8,064 +7,674 2 —
☆ADBE funds › ADOBE INC TRIM — 0.0% -0.0% 0.0 5 -45 2 —
☆DVN funds › DEVON ENERGY CORP NEW ADD — 0.0% +0.0% 0.0 808 +308 2 —
☆GIS funds › GENERAL MLS INC ADD — 0.0% -0.0% 0.0 6,719 +6,325 2 —
☆CACI funds › CACI INTL INC ADD — 0.0% -0.0% 0.0 353 +318 2 —
☆TDG funds › TRANSDIGM GROUP INC ADD — 0.0% -0.0% 0.0 19 +6 2 —
☆VLO funds › VALERO ENERGY CORP ADD — 0.0% +0.0% 0.0 3,665 +3,565 2 —
☆EFAV funds › ISHARES TR ADD — 0.0% +0.0% 0.0 482 +429 2 —
☆COMB funds › GRANITESHARES ETF TR TRIM — 0.0% -0.0% 0.0 100 -675 2 —
☆BDX funds › BECTON DICKINSON & CO ADD — 0.0% -0.0% 0.0 160 +70 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC TRIM — 0.0% +0.0% 0.0 30 -46 2 —
☆DUK funds › DUKE ENERGY CORP NEW TRIM — 0.0% +0.0% 0.0 33 -51 2 —
☆WAT funds › WATERS CORP ADD — 0.0% +0.0% 0.0 210 +195 2 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.0% +0.0% 0.0 50 -7 2 —
☆NTRA funds › NATERA INC TRIM — 0.0% -0.0% 0.0 5 -95 2 —
☆FE funds › FIRSTENERGY CORP TRIM — 0.0% +0.0% 0.0 2 -335 2 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% -0.0% 0.0 24,050 +23,923 2 —
☆SJM funds › SMUCKER J M CO TRIM — 0.0% +0.0% 0.0 53 -87 2 —
☆RSPT funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% +0.0% 0.0 257 -83 2 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.0 1,004 +502 2 —
☆SPYV funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.0 3,076 +2,813 2 —
☆CPB funds › THE CAMPBELLS COMPANY ADD — 0.0% +0.0% 0.0 2,477 +2,277 2 —
☆IWD funds › ISHARES TR TRIM — 0.0% -0.0% 0.0 30 -40 2 —
☆CPRT funds › COPART INC ADD — 0.0% -0.0% 0.0 500 +184 2 —
☆DRI funds › DARDEN RESTAURANTS INC TRIM — 0.0% -0.0% 0.0 24 -50 2 —
☆AGG funds › ISHARES TR TRIM — 0.0% -0.2% 0.0 465 -1,640 2 —
☆CUSIP:127097103 funds › COTERRA ENERGY INC TRIM — 0.0% -0.0% 0.0 94 -484 2 —
☆TGRW funds › T ROWE PRICE ETF INC TRIM — 0.0% -0.0% 0.0 42 -258 2 —
☆PRF funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.0% -0.0% 0.0 170 -130 2 —
☆BLOK funds › AMPLIFY ETF TR ADD — 0.0% +0.0% 0.0 300 +100 2 —
☆SAP funds › SAP SE ADD — 0.0% -0.0% 0.0 310 +260 2 —
☆CUSIP:12740C103 funds › CADENCE BANK ADD — 0.0% +0.0% 0.0 6,921 +6,571 2 —
☆MDT funds › MEDTRONIC PLC ADD — 0.0% +0.0% 0.0 2,224 +2,085 2 —
☆BOTZ funds › GLOBAL X FDS ADD — 0.0% -0.0% 0.0 1,362 +987 2 —
☆KTOS funds › KRATOS DEFENSE & SEC SOLUTIO ADD — 0.0% +0.0% 0.0 408 +269 2 —
☆VUSB funds › VANGUARD BD INDEX FDS ADD — 0.0% -0.0% 0.0 2,832 +2,572 2 —
☆MRNA funds › MODERNA INC TRIM — 0.0% -0.0% 0.0 230 -270 2 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 0.0% +0.0% 0.0 137 -34 2 —
☆FDX funds › FEDEX CORP ADD — 0.0% -0.0% 0.0 5,651 +5,597 2 —
☆FNDF funds › SCHWAB STRATEGIC TR ADD — 0.0% -0.0% 0.0 300 +2 2 —
☆DFEV funds › DIMENSIONAL ETF TRUST TRIM — 0.0% -0.0% 0.0 85 -315 2 —
☆LYV funds › LIVE NATION ENTERTAINMENT IN ADD — 0.0% -0.0% 0.0 700 +622 2 —
☆ETN funds › EATON CORP PLC ADD — 0.0% -0.0% 0.0 57 +24 2 —
☆WRB funds › BERKLEY W R CORP ADD — 0.0% -0.0% 0.0 712 +552 2 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD ADD — 0.0% -0.0% 0.0 1,235 +1,043 2 —
☆STZ funds › CONSTELLATION BRANDS INC ADD — 0.0% +0.0% 0.0 316 +269 2 —
☆BRO funds › BROWN & BROWN INC TRIM — 0.0% -0.0% 0.0 42 -82 2 —
☆VONV funds › VANGUARD SCOTTSDALE FDS ADD — 0.0% -0.0% 0.0 24,333 +24,203 2 —
☆CWST funds › CASELLA WASTE SYS INC ADD — 0.0% -0.0% 0.0 2,407 +2,287 2 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 0.0% -0.0% 0.0 235 +60 2 —
☆OLLI funds › OLLIES BARGAIN OUTLET HLDGS ADD — 0.0% -0.0% 0.0 113 +25 2 —
☆CMCSA funds › COMCAST CORP NEW TRIM — 0.0% -0.0% 0.0 215 -134 2 —
☆PEBO funds › PEOPLES BANCORP INC ADD — 0.0% -0.0% 0.0 2,184 +1,834 2 —
☆WST funds › WEST PHARMACEUTICAL SVSC INC ADD — 0.0% +0.0% 0.0 270 +230 2 —
☆IP funds › INTERNATIONAL PAPER CO TRIM — 0.0% -0.0% 0.0 83 -141 2 —
☆TAP funds › MOLSON COORS BEVERAGE CO TRIM — 0.0% -0.0% 0.0 143 -85 2 —
☆ARKK funds › ARK ETF TR ADD — 0.0% +0.0% 0.0 1,568 +1,448 2 —
☆RGA funds › REINSURANCE GRP OF AMERICA I ADD — 0.0% -0.0% 0.0 350 +297 2 —
☆MAIN funds › MAIN STR CAP CORP TRIM — 0.0% +0.0% 0.0 103 -51 2 —
☆UBER funds › UBER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.0 726 +476 2 —
☆CRSP funds › CRISPR THERAPEUTICS AG TRIM — 0.0% +0.0% 0.0 129 -21 2 —
☆GLDM funds › WORLD GOLD TR ADD — 0.0% +0.0% 0.0 343 +218 2 —
☆RSPN funds › INVESCO EXCHANGE TRADED FD T ADD — 0.0% -0.0% 0.0 340 +170 2 —
☆AVMC funds › AMERICAN CENTY ETF TR ADD — 0.0% -0.0% 0.0 1,432 +1,295 2 —
☆NICE funds › NICE LTD TRIM — 0.0% -0.0% 0.0 0 -65 2 —
☆BIPC funds › BROOKFIELD INFRASTRUCTURE CO TRIM — 0.0% -0.0% 0.0 124 -104 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.0% -0.0% 0.0 25,957 +25,907 2 —
☆FTEC funds › FIDELITY COVINGTON TRUST ADD — 0.0% +0.0% 0.0 680 +638 2 —
☆GSK funds › GSK PLC TRIM — 0.0% +0.0% 0.0 50 -160 2 —
☆PPH funds › VANECK ETF TRUST TRIM — 0.0% -0.0% 0.0 20 -80 2 —
☆MDLZ funds › MONDELEZ INTL INC ADD — 0.0% -0.0% 0.0 192 +50 2 —
☆FNDA funds › SCHWAB STRATEGIC TR ADD — 0.0% +0.0% 0.0 4,607 +4,321 2 —
☆AI funds › C3 AI INC NEW — 0.0% +0.0% 0.0 35 +35 1 —
☆KEY funds › KEYCORP TRIM — 0.0% -0.0% 0.0 140 -316 2 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.0% -0.0% 0.0 86 -74 2 —
☆ICLN funds › ISHARES TR ADD — 0.0% +0.0% 0.0 908 +358 2 —
☆TMUS funds › T-MOBILE US INC TRIM — 0.0% -0.0% 0.0 13 -22 2 —
☆CUSIP:126349109 funds › CSG SYS INTL INC ADD — 0.0% -0.0% 0.0 900 +771 2 —
☆AIG funds › AMERICAN INTL GROUP INC ADD — 0.0% -0.0% 0.0 210 +104 2 —
☆OKE funds › ONEOK INC NEW ADD — 0.0% -0.0% 0.0 500 +387 2 —
☆MET funds › METLIFE INC ADD — 0.0% -0.0% 0.0 500 +400 2 —
☆DBA funds › INVESCO DB MULTI-SECTOR COMM TRIM — 0.0% -0.0% 0.0 80 -220 2 —
☆FNDX funds › SCHWAB STRATEGIC TR TRIM — 0.0% -0.0% 0.0 286 -14 2 —
☆WTAI funds › WISDOMTREE TR TRIM — 0.0% +0.0% 0.0 125 -145 2 —
☆TPB funds › TURNING PT BRANDS INC TRIM — 0.0% +0.0% 0.0 14 -61 2 —
☆TYL funds › TYLER TECHNOLOGIES INC ADD — 0.0% -0.0% 0.0 100 +86 2 —
☆IWM funds › ISHARES TR ADD — 0.0% +0.0% 0.0 590 +560 2 —
☆BLZE funds › BACKBLAZE INC NEW — 0.0% +0.0% 0.0 22,558 +22,558 1 —
☆SBUX funds › STARBUCKS CORP ADD — 0.0% -0.0% 0.0 1,000 +918 2 —
☆PSX funds › PHILLIPS 66 ADD — 0.0% +0.0% 0.0 900 +850 2 —
☆WSBC funds › WESBANCO INC TRIM — 0.0% -0.0% 0.0 40 -170 2 —
☆OXLC funds › OXFORD LANE CAP CORP NEW — 0.0% +0.0% 0.0 91 +91 1 —
☆SMH funds › VANECK ETF TRUST ADD — 0.0% +0.0% 0.0 303 +283 2 —
☆LUV funds › SOUTHWEST AIRLS CO TRIM — 0.0% -0.0% 0.0 1 -202 2 —
☆A funds › AGILENT TECHNOLOGIES INC TRIM — 0.0% +0.0% 0.0 16 -34 2 —
☆CIFR funds › CIPHER MINING INC NEW — 0.0% +0.0% 0.0 500 +500 1 —
☆VIK funds › VIKING HOLDINGS LTD TRIM — 0.0% +0.0% 0.0 35 -65 2 —
☆HBAN funds › HUNTINGTON BANCSHARES INC ADD — 0.0% -0.0% 0.0 1,675 +1,322 2 —
☆IHI funds › ISHARES TR ADD — 0.0% -0.0% 0.0 237 +135 2 —
☆CHWY funds › CHEWY INC ADD — 0.0% -0.0% 0.0 500 +305 2 —
☆NFLX funds › NETFLIX INC ADD — 0.0% -0.0% 0.0 4,331 +4,321 2 —
☆TXRH funds › TEXAS ROADHOUSE INC NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆CRMD funds › CORMEDIX INC NEW — 0.0% +0.0% 0.0 1,254 +1,254 1 —
☆IJS funds › ISHARES TR ADD — 0.0% +0.0% 0.0 265 +213 2 —
☆EOSE funds › EOS ENERGY ENTERPRISES INC TRIM — 0.0% +0.0% 0.0 29 -471 2 —
☆MSGS funds › MADISON SQUARE GRDN SPRT COR ADD — 0.0% -0.0% 0.0 156 +131 2 —
☆OPFI funds › OPPFI INC NEW — 0.0% +0.0% 0.0 4,293 +4,293 1 —
☆ACEL funds › ACCEL ENTERTAINMENT INC NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆JGRW funds › TRUST FOR PROFESSIONAL MANAG TRIM — 0.0% -0.0% 0.0 75 -125 2 —
☆OCCI funds › OFS CREDIT COMPANY INC TRIM — 0.0% -0.0% 0.0 88 -912 2 —
☆AGX funds › ARGAN INC NEW — 0.0% +0.0% 0.0 120 +120 1 —
☆XLF funds › SELECT SECTOR SPDR TR TRIM — 0.0% -0.0% 0.0 8 -92 2 —
☆TRV funds › TRAVELERS COMPANIES INC ADD — 0.0% -0.0% 0.0 200 +181 2 —
☆PXH funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% -0.0% 0.0 300 +99 2 —
☆BTC funds › GRAYSCALE BITCOIN MINI TR ET ADD — 0.0% -0.0% 0.0 211 +111 2 —
☆PPL funds › PPL CORP ADD — 0.0% +0.0% 0.0 3,712 +3,582 2 —
☆DG funds › DOLLAR GEN CORP NEW ADD — 0.0% -0.0% 0.0 134 +87 2 —
☆NEXN funds › NEXXEN INTL LTD NEW — 0.0% +0.0% 0.0 65 +65 1 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 0.0% -0.0% 0.0 112 +80 2 —
☆APD funds › AIR PRODS & CHEMS INC ADD — 0.0% -0.0% 0.0 20 +4 2 —
☆APTV funds › APTIV PLC TRIM — 0.0% +0.0% 0.0 25 -25 2 —
☆REGL funds › PROSHARES TR ADD — 0.0% -0.0% 0.0 565 +515 2 —
☆CAG funds › CONAGRA BRANDS INC TRIM — 0.0% -0.0% 0.0 87 -141 2 —
☆TXT funds › TEXTRON INC ADD — 0.0% -0.0% 0.0 452 +402 2 —
☆CBRL funds › CRACKER BARREL OLD CTRY STOR ADD — 0.0% -0.0% 0.0 150 +56 2 —
☆CMP funds › COMPASS MINERALS INTL INC TRIM — 0.0% -0.0% 0.0 233 -507 2 —
☆BAM funds › BROOKFIELD ASSET MANAGMT LTD ADD — 0.0% -0.0% 0.0 371 +300 2 —
☆CUSIP:410345102 funds › HANESBRANDS INC TRIM — 0.0% +0.0% 0.0 93 -507 2 —
☆JOBY funds › JOBY AVIATION INC ADD — 0.0% +0.0% 0.0 403 +368 2 —
☆TDY funds › TELEDYNE TECHNOLOGIES INC ADD — 0.0% +0.0% 0.0 528 +522 2 —
☆BTDR funds › BITDEER TECHNOLOGIES GROUP TRIM — 0.0% +0.0% 0.0 160 -40 2 —
☆GGG funds › GRACO INC ADD — 0.0% -0.0% 0.0 775 +735 2 —
☆PDN funds › INVESCO EXCH TRADED FD TR II ADD — 0.0% -0.0% 0.0 201 +121 2 —
☆DFAI funds › DIMENSIONAL ETF TRUST ADD — 0.0% -0.0% 0.0 1,004 +919 2 —
☆EMBJ funds › EMBRAER S.A. ADD — 0.0% -0.0% 0.0 1,618 +1,568 2 —
☆AMP funds › AMERIPRISE FINL INC ADD — 0.0% -0.0% 0.0 3,250 +3,244 2 —
☆NVO funds › NOVO-NORDISK A S TRIM — 0.0% -0.0% 0.0 20 -30 2 —
☆MSM funds › MSC INDL DIRECT INC ADD — 0.0% -0.0% 0.0 100 +70 2 —
☆GXO funds › GXO LOGISTICS INCORPORATED ADD — 0.0% -0.0% 0.0 600 +550 2 —
☆CHMI funds › CHERRY HILL MTG INVT CORP TRIM — 0.0% -0.0% 0.0 150 -850 2 —
☆ABNB funds › AIRBNB INC ADD — 0.0% -0.0% 0.0 2,453 +2,433 2 —
☆EVRG funds › EVERGY INC ADD — 0.0% +0.0% 0.0 409 +380 2 —
☆CUSIP:45259A415 funds › TIDAL TRUST III NEW — 0.0% +0.0% 0.0 35 +35 1 —
☆BIIB funds › BIOGEN INC ADD — 0.0% +0.0% 0.0 200 +185 2 —
☆RR funds › RICHTECH ROBOTICS INC NEW — 0.0% +0.0% 0.0 135 +135 1 —
☆EMBC funds › EMBECTA CORP TRIM — 0.0% +0.0% 0.0 50 -50 2 —
☆DAL funds › DELTA AIR LINES INC DEL ADD — 0.0% +0.0% 0.0 500 +476 2 —
☆BFA funds › BROWN FORMAN CORP ADD — 0.0% -0.0% 0.0 1,655 +1,613 2 —
☆SHW funds › SHERWIN WILLIAMS CO ADD — 0.0% -0.0% 0.0 12 +9 2 —
☆IVOV funds › VANGUARD ADMIRAL FDS INC ADD — 0.0% -0.0% 0.0 1,735 +1,725 2 —
☆PETS funds › PETMED EXPRESS INC ADD — 0.0% -0.0% 0.0 5,636 +5,236 2 —
☆CUSIP:869367102 funds › SUTRO BIOPHARMA INC TRIM — 0.0% +0.0% 0.0 5 -995 2 —
☆AMD funds › ADVANCED MICRO DEVICES INC ADD — 0.0% -0.0% 0.0 205 +5 2 —
☆SMR funds › NUSCALE PWR CORP NEW — 0.0% +0.0% 0.0 965 +965 1 —
☆LCID funds › LUCID GROUP INC NEW — 0.0% +0.0% 0.0 25 +25 1 —
☆SOFI funds › SOFI TECHNOLOGIES INC NEW — 0.0% +0.0% 0.0 4 +4 1 —
☆BBAI funds › BIGBEAR AI HLDGS INC NEW — 0.0% +0.0% 0.0 15 +15 1 —
☆GEV funds › GE VERNOVA INC ADD — 0.0% -0.0% 0.0 347 +277 2 —
☆UPWK funds › UPWORK INC ADD — 0.0% +0.0% 0.0 1,345 +1,320 2 —
☆VOD funds › VODAFONE GROUP PLC NEW ADD — 0.0% -0.0% 0.0 1,095 +1,055 2 —
☆XLRE funds › SELECT SECTOR SPDR TR ADD — 0.0% -0.0% 0.0 2,850 +2,842 2 —
☆FIVE funds › FIVE BELOW INC ADD — 0.0% +0.0% 0.0 327 +325 2 —
☆XYZ funds › BLOCK INC ADD — 0.0% -0.0% 0.0 306 +302 2 —
☆SIRI funds › SIRIUSXM HOLDINGS INC ADD — 0.0% -0.0% 0.0 140 +128 2 —
☆SYM funds › SYMBOTIC INC NEW — 0.0% +0.0% 0.0 1,423 +1,423 1 —
☆PYPL funds › PAYPAL HLDGS INC ADD — 0.0% -0.0% 0.0 355 +351 2 —
☆ACHR funds › ARCHER AVIATION INC TRIM — 0.0% -0.0% 0.0 20 -5 2 —
☆SPYM funds › SPDR SERIES TRUST ADD — 0.0% -0.0% 0.0 800 +797 2 —
☆CDE funds › COEUR MNG INC ADD — 0.0% +0.0% 0.0 375 +367 2 —
☆SPCE funds › VIRGIN GALACTIC HOLDINGS INC ADD — 0.0% +0.0% 0.0 824 +789 2 —
☆CUSIP:444869101 funds › HUMANKIND BENEFIT CORPORATIO ADD — 0.0% -0.0% 0.0 353 +350 2 —
☆KD funds › KYNDRYL HLDGS INC ADD — 0.0% -0.0% 0.0 78 +75 2 —
☆SPGM funds › SPDR INDEX SHS FDS ADD — 0.0% -0.0% 0.0 126 +125 2 —
☆SOUN funds › SOUNDHOUND AI INC NEW — 0.0% +0.0% 0.0 390 +390 1 —
☆NKE funds › NIKE INC ADD — 0.0% -0.0% 0.0 516 +376 2 —
☆LAES funds › SEALSQ CORP NEW — 0.0% +0.0% 0.0 630 +630 1 —
☆PMCB funds › PHARMACYTE BIOTECH INC NEW — 0.0% +0.0% 0.0 50 +50 1 —
☆WAB funds › WABTEC EXIT — 0.0% -0.0% 0.0 0 -47 0 —
☆CUSIP:92942W107 funds › WK KELLOGG CO EXIT — 0.0% -0.0% 0.0 0 -43 0 —
☆OKLO funds › OKLO INC EXIT — 0.0% -0.0% 0.0 0 -10 0 —
☆WBD funds › WARNER BROS DISCOVERY INC EXIT — 0.0% -0.0% 0.0 0 -181 0 —
☆PALL funds › ABRDN PALLADIUM ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -150 0 —
☆KMB funds › KIMBERLY-CLARK CORP EXIT — 0.0% -0.0% 0.0 0 -32 0 —
☆CUSIP:691543102 funds › OXFORD LANE CAP CORP EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆MRVL funds › MARVELL TECHNOLOGY INC EXIT — 0.0% -0.0% 0.0 0 -300 0 —
☆BNY funds › BANK NEW YORK MELLON CORP EXIT — 0.0% -0.0% 0.0 0 -106 0 —
☆IREN funds › IREN LIMITED EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆EL funds › LAUDER ESTEE COS INC EXIT — 0.0% -0.0% 0.0 0 -75 0 —
☆SYF funds › SYNCHRONY FINANCIAL EXIT — 0.0% -0.0% 0.0 0 -591 0 —
☆INVZ funds › INNOVIZ TECHNOLOGIES LTD EXIT — 0.0% -0.0% 0.0 0 -1,000 0 —
☆OMC funds › OMNICOM GROUP INC EXIT — 0.0% -0.0% 0.0 0 -170 0 —
☆STT funds › STATE STR CORP EXIT — 0.0% -0.0% 0.0 0 -43 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
2025Q3 134 381 0.07 52% 0.039 0.327 — in
2025Q2 123 373 0.23 52% 0.038 0.121 — entered
2025Q1 118 359 0.00 60% 0.062 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