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CIK: 0002060663
Total reported value
$245.0M
$245.0M
93 檔
21.6%
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 $245.0M across 93 reported positions.
In Q1 2025, Tableaux LLC displayed an active expansion posture, initiating 33 new positions and adding to 33 existing holdings, outstripping position reductions.
| # | 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% | +0.04% | +3.62% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 7.25% | -0.19% | +9.45% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.33% | -3.59% | EXIT | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.08% | -0.36% | +11.72% | |
| 5 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 4.04% | -0.06% | +12.37% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.94% | +0.51% | -16.89% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.26% | +0.01% | -0.90% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.11% | +0.12% | — | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.05% | — | +17.38% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.92% | -2.29% | +2.41% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.85% | -0.19% | +18.78% | |
| 12 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 2.81% | -0.07% | -8.96% | |
| 13 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 2.19% | -0.09% | +81.98% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | +0.48% | +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% | -0.01% | +950.40% | |
| 17 | TD | Toronto-dominion Bank | Stock-Financials | 1.60% | -0.11% | +0.30% | |
| 18 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 1.57% | -0.06% | +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% | -0.02% | -1.20% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | -0.02% | — | |
| 22 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 1.30% | — | — | |
| 23 | DIHP | Dimensional International Hi | ETF-Other | 0.89% | -0.08% | +12.22% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.05% | +236.85% | |
| 25 | GE | General Electric | Stock-Industrials | 0.87% | -0.16% | — | |
| 26 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-Other | 0.84% | +0.07% | +17.29% | |
| 27 | BX | Blackstone Inc | Stock-Financials | 0.84% | -0.01% | +373.77% | |
| 28 | EPI | Wisdomtree India Earnings | ETF-Other | 0.79% | — | +41.54% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | +0.10% | +2.53% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.68% | +0.01% | -12.61% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.65% | +0.10% | +22.66% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.65% | -0.10% | +107.24% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.58% | -0.02% | — | |
| 34 | DE | Deere & Co | Stock-Industrials | 0.53% | +0.02% | +5.08% | |
| 35 | CACI | Caci International Inc -cl A | Stock-Tech | 0.52% | +0.13% | — | |
| 36 | GEV | GE Vernova Inc | Stock-Industrials | 0.48% | -0.42% | +44.58% | |
| 37 | MKL | Markel Group Inc | Stock-Financials | 0.44% | -0.06% | — | |
| 38 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.44% | -0.03% | -11.85% | |
| 39 | ES | Eversource Energy | Stock-Utilities | 0.41% | -0.04% | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.40% | — | — | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.40% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | +0.04% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -0.01% | +33.16% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.38% | +0.02% | — | |
| 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% | -0.01% | +0.42% | |
| 48 | DFIC | Dimensional International Co | ETF-Other | 0.31% | — | +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% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JEPI | Jpmorgan Equity Premium Inco | +1.4% | +950.40% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | +188.71% | Add |
| 3 | IAUM | Ishares Gold Trust Micro | +1% | +81.98% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +236.85% | Add |
| 5 | BX | Blackstone Inc | +0.6% | +373.77% | Add |
| 6 | IBM | Intl Business Machines CORP | +0.3% | +107.24% | Add |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.3% | +18.78% | Add |
| 8 | FENI | Fidelity Enhanced Intl ETF | +0.2% | +12.37% | Add |
| 9 | EPI | Wisdomtree India Earnings | +0.1% | +41.54% | Add |
| 10 | CVX | Chevron CORP | +0.1% | +22.66% | Add |
| 11 | GEV | GE Vernova Inc | +0.1% | +44.58% | Add |
| 12 | DFAX | Dimensional World Ex US Core | +0.1% | +36.68% | Add |
| 13 | IWM | Ishares Russell 2000 ETF | 0% | +30.11% | Add |
| 14 | DIHP | Dimensional International Hi | 0% | +12.22% | Add |
| 15 | GE | General Electric | 0% | — | Unchanged |
| 16 | VOO | Vanguard S&p 500 ETF | 0% | +33.16% | Add |
| 17 | DFIC | Dimensional International Co | 0% | +23.03% | Add |
| 18 | JQUA | Jpmorgan US Quality Factor | 0% | +17.38% | Add |
| 19 | DEHP | Dimensional Emrg Mrk Hi Prof | 0% | +17.29% | Add |
| 20 | ED | Consolidated Edison Inc | 0% | — | Unchanged |
| 21 | DFGX | Dimsnl Intr Cf In Etf-usd In | 0% | +16.18% | Add |
| 22 | DE | Deere & Co | 0% | +5.08% | Add |
| 23 | LLY | Eli Lilly & Co | 0% | +5.30% | Add |
| 24 | DFUS | Dimensional US Eq Mkt ETF | 0% | +17.44% | Add |
| 25 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 26 | ABT | Abbott Laboratories | 0% | -8.27% | Trim |
| 27 | F | Ford Motor Co | 0% | — | Unchanged |
| 28 | TD | Toronto-dominion Bank | 0% | +0.30% | Add |
| 29 | MCD | Mcdonald's CORP | 0% | +0.42% | Add |
| 30 | XLI | Ss Industrial Select Sector | 0% | +1.88% | Add |
| 31 | ES | Eversource Energy | 0% | — | Unchanged |
| 32 | DFUV | Dimensional US Marketwide Va | 0% | -2.46% | Trim |
| 33 | IWR | Ishares Russell Mid-cap ETF | 0% | — | Unchanged |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 35 | NVDA | Nvidia CORP | -0.1% | +2.76% | Add |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | -20.03% | Trim |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.1% | -3.79% | Trim |
| 38 | GLDM | Spdr Gold Minishares Trust | -0.1% | -12.61% | Trim |
| 39 | HON | Honeywell International Inc | -0.1% | — | Unchanged |
| 40 | IXN | Ishares Global Tech ETF | -0.1% | -7.85% | Trim |
| 41 | ESGU | Ishares Esg Aware Msci USA | -0.1% | -12.46% | Trim |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.21% | Add |
| 43 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 44 | XLK | Ss Technology Select Sector | -0.1% | — | Unchanged |
| 45 | DFNM | Dimensional National Muni Bd | -0.1% | -11.85% | Trim |
| 46 | LMT | Lockheed Martin CORP | -0.2% | — | Unchanged |
| 47 | DFAI | Dimensional International Co | -0.2% | -29.52% | Trim |
| 48 | DFAC | Dimensional US Core Equity 2 | -0.2% | -21.20% | Trim |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | -0.2% | +9.45% | Add |
| 50 | AMZN | Amazon.com Inc | -0.2% | +2.53% | Add |
According to official SEC Form 13F filings, Tableaux LLC reported a total U.S. public equity portfolio value of $245.0M 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.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, JCPB, DUHP) accounted for 21.6% 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
In Q1 2025, Tableaux LLC made 91 total portfolio adjustments, initiating 33 new buys, adding to 33 positions, trimming 15 holdings, and fully liquidating 10 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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