Fund Universe

← Fund Universe

☆Miramar Fiduciary Corp

CIK 0001587301 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.846
AUM ($M)
101
Positions
5
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.395
History (qtrs)
23
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 5 positions · portfolio value $101M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DFIC funds › DIMENSIONAL ETF TRUST TRIM ETP 56.1% +0.3% 56.8 1,523,973 -391,850 7 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM ETP 24.5% -1.0% 24.8 610,769 -291,714 7 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM ETP 13.4% +0.2% 13.6 337,798 -70,780 7 —
☆SPY funds › SPDR S&P 500 ETF TR HOLD ETP 3.0% +0.8% 3.0 4,056 +0 7 —
☆SSP funds › SCRIPPS E W CO OHIO HOLD Common Stock 2.9% -0.3% 3.0 1,067,124 +0 7 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 101 5 0.01 100% 0.395 0.846 — in
2026Q1 122 5 0.01 100% 0.396 0.867 — in
2025Q4 129 5 0.01 100% 0.393 0.844 — in
2025Q3 127 5 0.01 100% 0.406 0.854 — in
2025Q2 123 5 0.01 100% 0.402 0.871 — in
2025Q1 111 5 0.02 100% 0.403 0.877 — in
2024Q4 99 5 0.01 100% 0.405 0.874 — in
2024Q3 118 5 0.01 100% 0.409 0.850 — in
2024Q2 111 5 0.06 100% 0.399 0.796 — in
2024Q1 137 6 0.03 100% 0.366 0.844 — in
2023Q4 136 6 0.00 100% 0.347 0.881 — entered
2021Q3 24 3 0.03 100% 0.498 0.000 — out
2021Q2 26 3 0.00 100% 0.522 0.000 — out
2021Q1 24 3 0.89 100% 0.526 0.000 — left
2020Q4 190 4 0.01 100% 0.804 0.887 — in
2020Q3 160 4 0.02 100% 0.813 0.812 — in
2020Q2 159 4 0.04 100% 0.842 0.831 — in
2020Q1 91 4 0.31 100% 0.775 0.223 — entered
2019Q4 45 4 0.15 100% 0.419 0.000 — left
2019Q3 58 4 0.07 100% 0.546 0.512 — in
2019Q2 86 5 0.02 100% 0.636 0.718 — in
2019Q1 103 5 0.03 100% 0.630 0.715 — entered
2018Q4 94 17 0.00 100% 0.618 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status