Behavior signals (lifetime)
Dip response
—
—
when a holding falls −10%+
Middle response
—
—
Rally response
—
—
when a holding rises +10%+
Top positions · 30
| Ticker | $ value | % port | YoY | Hold time |
|---|---|---|---|---|
| VTIVanguard Total Stock Mar | $422M | 26.7% | — | 0.3 yr |
| VOOVanguard S&P 500 ETF | $207M | 13.1% | — | 0.3 yr |
| VXUSVanguard Total Internati | $183M | 11.6% | — | 0.3 yr |
| SPYState Street SPDR S&P 50 | $57M | 3.6% | — | 0.3 yr |
| VXFVanguard Extended Market | $47M | 3.0% | — | 0.3 yr |
| VEUVanguard FTSE All-World | $41M | 2.6% | — | 0.3 yr |
| VEAVanguard FTSE Developed | $23M | 1.4% | — | 0.3 yr |
| AAPLApple Inc. | $22M | 1.4% | — | 0.3 yr |
| SPGIS&P Global Inc. | $19M | 1.2% | — | 0.3 yr |
| VTVanguard Total World Sto | $16M | 1.0% | — | 0.3 yr |
| IVViShares Core S&P 500 ETF | $14M | 0.9% | — | 0.3 yr |
| VIGVanguard Dividend Apprec | $13M | 0.8% | — | 0.3 yr |
| EFAiShares MSCI EAFE ETF | $13M | 0.8% | — | 0.3 yr |
| VUGVanguard Growth ETF | $13M | 0.8% | — | 0.3 yr |
| IWFiShares Russell 1000 Gro | $13M | 0.8% | — | 0.3 yr |
Portfolio composition (YoY)
Industry mix
Asset Management82.5%$1.30B
Consumer Electronics1.4%$22M
Asset Management - Bonds1.4%$22M
Drug Manufacturers - General1.3%$21M
Semiconductors1.3%$20M
Financial - Data & Stock Exchanges1.2%$19M
Internet Content & Information1.1%$18M
Software - Infrastructure0.8%$13M
Gold0.8%$12M
Insurance - Diversified0.5%$8M
Country
US98.8%
CA0.7%
IE0.2%
TW0.1%
Unknown0.1%
GB0.0%
CH0.0%
NL0.0%
Top 5: 57.9% · Top 10: 65.5% · Top 25: 76.7%
Winners
| Ticker | Prev $ | PnL | YoY % |
|---|
Losers
| Ticker | Prev $ | PnL | YoY % |
|---|
Top buys this quarter · 15
| SPY State Street SPDR S&P 500 ETF new | +$57M |
| AAPL Apple Inc.new | +$22M |
| SPGI S&P Global Inc.new | +$19M |
| MSFT Microsoft Corporationnew | +$11M |
| NVDA NVIDIA Corporationnew | +$10M |
| GOOG Alphabet Inc.new | +$10M |
| AMZN Amazon.com, Inc.new | +$8M |
| ABBV AbbVie Inc.new | +$8M |
| AEM Agnico Eagle Mines Limitednew | +$6M |
| COST Costco Wholesale Corporationnew | +$6M |
Top sells this quarter · 0
No sells this quarter
Quarterly history (TTM returns)
| Period | AUM | # Pos | Return (1yr) | SPY (1yr) | Alpha (1yr) | Flow |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1.58B | 746 | — | — | — | — |