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Portfolio (Quarterly) Guide ↗

TABLEAUX LLC

· CIK 0002060663
13F Portfolio $238M AUM 120 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 30 Added 42 Reduced 6 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYM SPDR SERIES TRUST 374,730.0 $32.9M 13.86% +16K +4.4% $87.88 +3.2%
2 FENI FIDELITY COVINGTON TRUST 484,426.0 $19.4M 8.18% +51K +11.8% $40.13 +3.8%
3 DUHP DIMENSIONAL ETF TRUST 204,521.0 $8.5M 3.59% +9K +4.6% $41.73 +1.8%
4 IAUM ISHARES GOLD TRUST MICRO Financial Services 183,367.0 $7.3M 3.09% +15K +8.7% $40.01 +10.5%
5 JCPB J P MORGAN EXCHANGE TRADED F 155,913.0 $7.3M 3.08% +6K +4.3% $46.94 -2.1%
6 FLDR FIDELITY MERRIMACK STR TR 136,677.0 $6.8M 2.88% +4K +3.3% $50.11 -0.2%
7 COWZ PACER FDS TR 110,026.0 $6.8M 2.88% +8K +7.9% $62.20 +14.6%
8 IGSB ISHARES TR 110,404.0 $5.8M 2.44% +3K +2.6% $52.41 -1.1%
9 BINC BLACKROCK ETF TRUST II 109,961.0 $5.8M 2.42% +4K +3.8% $52.34 -1.3%
10 DIHP DIMENSIONAL ETF TRUST 139,118.0 $4.7M 2.00% +15K +11.8% $34.13 +3.4%
11 J P MORGAN EXCHANGE TRADED F 62,797.0 $4.5M 1.91% +3K +4.3% $72.28
12 VTV VANGUARD INDEX FDS 19,170.0 $4.2M 1.76% +2K +8.7% $217.93 +3.9%
13 FESM FIDELITY COVINGTON TRUST 81,342.0 $3.9M 1.65% +6K +8.1% $48.29 -1.9%
14 DYNF BLACKROCK ETF TRUST 52,057.0 $3.5M 1.49% +4K +7.5% $68.01 +3.0%
15 DFGX DIMENSIONAL ETF TRUST 64,939.0 $3.5M 1.47% +4K +6.4% $53.59 -3.2%
16 DEHP DIMENSIONAL ETF TRUST 69,091.0 $3.0M 1.24% +7K +12.0% $42.77 -1.4%
17 MSFT MICROSOFT CORP Technology 7,816.0 $2.9M 1.23% +39.0 +0.5% $373.04 +34.0%
18 RSPG INVESCO EXCHANGE TRADED FD T 22,800.0 $2.2M 0.94% +2K +10.0% $97.96 +17.6%
19 AVDV AMERICAN CENTY ETF TR 14,529.0 $1.5M 0.63% +3K +23.5% $103.05 +10.4%
20 VOO VANGUARD INDEX FDS 2,171.0 $1.5M 0.63% +68.0 +3.2% $686.92 +3.1%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.1%
Technology 27.8%
Utilities 10.7%
Industrials 8.9%
Energy 6.4%
Consumer Cyclical 4.1%
Basic Materials 3.0%
Communication Services 2.4%
Healthcare 1.7%
Consumer Defensive 0.9%