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CIK: 0002060663
Total reported value
$237.5M
$237.5M
93 檔
22.2%
During the Q1 2025 filing period, Tableaux LLC (CIK: 0002060663) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $237.5M across 93 reported positions.
In Q1 2025, Tableaux LLC displayed an active expansion posture, initiating 23 new positions and adding to 17 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JCPB, DUHP) accounted for 22.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
COWZ
市值: $4.3M
Top Position Liquidated / Trimmed
DFGP
前期市值: $698.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 18.38% | +0.55% | +3.62% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.25% | -0.33% | +9.45% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.33% | +0.11% | +9.88% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.08% | +0.42% | +11.72% | |
| 5 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.04% | +0.38% | +12.37% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.05% | -16.89% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.26% | -0.08% | -0.90% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.11% | -0.21% | — | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.05% | +0.12% | +17.38% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.92% | -0.30% | +2.41% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.85% | +0.56% | +18.78% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.81% | -0.24% | -8.96% | |
| 13 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 2.19% | -0.72% | +81.98% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.16% | +188.71% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.96% | — | +30.11% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.61% | -0.02% | +950.40% | |
| 17 | TD | Toronto-dominion Bank | Stock-Financials | 1.60% | +0.21% | +0.30% | |
| 18 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.57% | -0.08% | +16.18% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.55% | -0.01% | -65.61% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | — | -1.20% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.09% | — | |
| 22 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.30% | — | — | |
| 23 | DIHP | Dimensional International Hi | ETF-Other | 0.89% | +0.06% | +12.22% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.09% | +236.85% | |
| 25 | GE | General Electric | Stock-Industrials | 0.87% | +0.07% | — | |
| 26 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.84% | +0.23% | +17.29% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.84% | -0.03% | +373.77% | |
| 28 | EPI | Wisdomtree India Earnings | ETF-Other | 0.79% | -0.81% | EXIT | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.01% | +2.53% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.68% | -0.16% | -12.61% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.25% | +22.66% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | -0.08% | +107.24% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.13% | — | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.53% | -0.01% | +5.08% | |
| 35 | CACI | Caci International Inc -cl A | Stock-Tech | 0.52% | -0.20% | — | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.48% | +0.25% | +44.58% | |
| 37 | MKL | Markel Group Inc | Stock-Financials | 0.44% | -0.06% | — | |
| 38 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.44% | -0.05% | -11.85% | |
| 39 | ES | Eversource Energy | Stock-Utilities | 0.41% | -0.03% | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | +0.09% | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | -0.28% | EXIT | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | +33.16% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.38% | +0.07% | — | |
| 45 | ED | Consolidated Edison Inc | Stock-Utilities | 0.37% | -0.02% | — | |
| 46 | DFAI | Dimensional International Co | ETF-Other | 0.33% | — | -29.52% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | -0.05% | +0.42% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.31% | -0.01% | +23.03% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.29% | — | -21.20% | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.29% | — | — |
According to official SEC Form 13F filings, Tableaux LLC reported a total U.S. public equity portfolio value of $237.5M across 93 disclosed positions in Q1 2025.
During Q1 2025, Tableaux LLC's top holdings by market value included SPYM (18.4%)、JCPB (7.3%)、DUHP (4.3%). The largest single position, SPYM, represented 18.4% of total portfolio value.
In Q1 2025, Tableaux LLC made 50 total portfolio adjustments, initiating 23 new buys, adding to 17 positions, trimming 4 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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