0% of Neal P. Dunn's estimated equity book sits in stocks we independently rate Buy — biggest equity position SO. Their most recent disclosure: bought SO, filed 8d after the trade.
Net book reconstructed from disclosed trades — cost basis, not market value · 1 holdings · since 2017
Cost-basis estimate from disclosed ranges (midpoints), not market value · how we built this
1 disclosed trade
The portfolio is reconstructed from Neal P. Dunn's disclosed STOCK Act transactions, netting each asset's buy/sell amount ranges at their midpoints — a cost-basis estimate, not market value, and not a certified holdings statement.
Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.
Long-held positions a member never trades within our data window aren't captured.
Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.
Source: U.S. House Clerk + U.S. Senate eFD (public records).