Fund Universe

RiverGlades Family Offices LLC

CIK 0001619779 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.269
AUM ($M)
218
Positions
108
Turnover
0.16
Top-10 wt
53%
Herfindahl
0.050
History (qtrs)
5
Excess Return
+26.8%

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Quarter
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Security type

Holdings · 114 positions · portfolio value $218M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES TR TRIM 17.3% -2.4% 37.6 50,248 -924 1
VEA funds › VANGUARD TAX-MANAGED FDS ADD 7.1% -1.0% 15.6 218,465 +1,888 1
IJH funds › ISHARES TR ADD 6.3% -0.7% 13.6 176,978 +2,814 1
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 4.1% -0.6% 9.0 150,013 +1,503 1
XLK funds › SELECT SECTOR SPDR TR TRIM 3.8% +0.3% 8.2 42,920 -625 1
FLRN funds › SPDR SERIES TRUST ADD 3.2% -0.7% 7.0 226,620 +12,052 1
IAU funds › ISHARES GOLD TR ADD 3.2% -1.4% 7.0 92,315 +4,276 1
IEFA funds › ISHARES TR NEW 3.0% +3.0% 6.4 66,679 +66,679 1 +8.3%
VB funds › VANGUARD INDEX FDS TRIM 2.4% -0.4% 5.3 17,492 -810 1
AGG funds › ISHARES TR ADD 2.4% -0.6% 5.2 52,635 +894 1
SPSB funds › SPDR SERIES TRUST ADD 2.4% -0.4% 5.2 173,587 +15,945 1
VTEB funds › VANGUARD MUN BD FDS ADD 2.3% +0.5% 4.9 97,259 +36,795 1
BNDX funds › VANGUARD CHARLOTTE FDS TRIM 1.6% -0.5% 3.5 72,200 -2,040 1
DJP funds › BARCLAYS BANK PLC TRIM 1.5% -0.8% 3.3 74,740 -5,935 1
AAPL funds › APPLE INC ADD 1.5% +0.3% 3.2 11,090 +3,455 1
IJR funds › ISHARES TR ADD 1.4% -0.1% 3.1 20,749 +386 1
AMAT funds › APPLIED MATLS INC ADD 1.2% +0.6% 2.7 3,758 +658 1
XLI funds › SELECT SECTOR SPDR TR TRIM 1.2% -0.2% 2.6 14,184 -190 1
IYR funds › ISHARES TR TRIM 1.2% -0.3% 2.6 25,551 -947 1
XLV funds › SELECT SECTOR SPDR TR ADD 1.2% -0.2% 2.6 16,104 +185 1
XLF funds › SELECT SECTOR SPDR TR TRIM 1.1% -0.2% 2.4 44,067 -65 1
XLY funds › SELECT SECTOR SPDR TR ADD 1.1% -0.2% 2.3 19,573 +280 1
IWD funds › ISHARES TR NEW 1.0% +1.0% 2.1 8,565 +8,565 1 +32.7%
IWF funds › ISHARES TR NEW 0.9% +0.9% 2.1 16,528 +16,528 1 -19.8%
EFA funds › ISHARES TR TRIM 0.9% -0.4% 2.0 19,651 -3,110 1
SPY funds › STATE STR SPDR S&P 500 ETF T HOLD 0.9% -0.1% 1.9 2,558 +0 1
IEMG funds › ISHARES INC NEW 0.9% +0.9% 1.9 22,401 +22,401 1 -10.9%
MSFT funds › MICROSOFT CORP ADD 0.8% +0.3% 1.7 4,443 +2,103 1
MPC funds › MARATHON PETE CORP HOLD 0.7% -0.2% 1.6 6,300 +0 1
VGK funds › VANGUARD INTL EQUITY INDEX F ADD 0.7% -0.1% 1.6 18,092 +420 1
KLAC funds › KLA CORP ADD 0.7% +0.3% 1.6 5,260 +4,740 1
XLC funds › SELECT SECTOR SPDR TR ADD 0.7% -0.2% 1.5 14,214 +570 1
GOOG funds › ALPHABET INC ADD 0.7% +0.3% 1.5 4,184 +1,934 1
AMZN funds › AMAZON COM INC ADD 0.7% +0.3% 1.5 6,101 +2,831 1
PANW funds › PALO ALTO NETWORKS INC ADD 0.7% +0.3% 1.4 4,242 +42 1
NVDA funds › NVIDIA CORPORATION NEW 0.6% +0.6% 1.4 7,067 +7,067 1 -18.3%
JVAL funds › J P MORGAN EXCHANGE TRADED F NEW 0.6% +0.6% 1.4 23,731 +23,731 1 +32.6%
GOOGL funds › ALPHABET INC ADD 0.6% +0.1% 1.4 3,869 +509 1
VOO funds › VANGUARD INDEX FDS NEW 0.6% +0.6% 1.3 1,909 +1,909 1 +0.2%
META funds › META PLATFORMS INC ADD 0.5% +0.1% 1.2 2,054 +724 1
VPL funds › VANGUARD INTL EQUITY INDEX F ADD 0.5% -0.0% 1.2 9,980 +230 1
XLP funds › SELECT SECTOR SPDR TR ADD 0.5% -0.1% 1.2 13,875 +355 1
AVGO funds › BROADCOM INC ADD 0.5% +0.2% 1.1 2,781 +1,381 1
SHM funds › SPDR SERIES TRUST TRIM 0.5% -0.4% 1.0 21,602 -8,116 1
EEM funds › ISHARES TR TRIM 0.5% -0.1% 1.0 14,752 -2,050 1
AMD funds › ADVANCED MICRO DEVICES INC ADD 0.4% +0.3% 1.0 1,666 +266 1
VTI funds › VANGUARD INDEX FDS TRIM 0.4% -0.1% 1.0 2,615 -215 1
HUBB funds › HUBBELL INC HOLD 0.4% -0.1% 0.9 1,810 +0 1
GDX funds › VANECK ETF TRUST ADD 0.4% -0.2% 0.9 12,344 +1,000 1
EPD funds › ENTERPRISE PRODS PARTNERS L HOLD 0.4% -0.1% 0.9 24,760 +0 1
JQUA funds › J P MORGAN EXCHANGE TRADED F NEW 0.4% +0.4% 0.8 11,453 +11,453 1 +26.8%
CBOE funds › CBOE GLOBAL MKTS INC ADD 0.4% -0.0% 0.8 3,400 +900 1
OKE funds › ONEOK INC NEW HOLD 0.3% -0.1% 0.7 8,400 +0 1
XLE funds › SELECT SECTOR SPDR TR ADD 0.3% -0.2% 0.7 13,717 +210 1
V funds › VISA INC ADD 0.3% +0.1% 0.7 2,111 +1,076 1
SLV funds › ISHARES SILVER TR ADD 0.3% -0.2% 0.7 13,350 +1,200 1
IWS funds › ISHARES TR NEW 0.3% +0.3% 0.7 4,294 +4,294 1 +35.3%
XLB funds › SELECT SECTOR SPDR TR ADD 0.3% -0.1% 0.7 13,158 +225 1
VO funds › VANGUARD INDEX FDS NEW 0.3% +0.3% 0.7 8,204 +8,204 1 +27.6%
PM funds › PHILIP MORRIS INTL INC ADD 0.3% +0.0% 0.6 3,560 +600 1
MTUM funds › ISHARES TR NEW 0.3% +0.3% 0.6 1,859 +1,859 1 +12.8%
SCZ funds › ISHARES TR NEW 0.3% +0.3% 0.6 7,701 +7,701 1 -4.6%
ETN funds › EATON CORP PLC ADD 0.3% +0.1% 0.6 1,463 +614 1
FIX funds › COMFORT SYS USA INC HOLD 0.3% +0.0% 0.6 300 +0 1
HYG funds › ISHARES TR TRIM 0.3% -0.1% 0.6 7,311 -1,075 1
VCIT funds › VANGUARD SCOTTSDALE FDS HOLD 0.3% -0.1% 0.6 7,062 +0 1
NOW funds › SERVICENOW INC ADD 0.3% +0.0% 0.6 5,874 +1,574 1
LLY funds › ELI LILLY & CO NEW 0.2% +0.2% 0.5 449 +449 1 +86.0%
BAC funds › BANK OF AMER CORP ADD 0.2% -0.0% 0.5 9,350 +50 1
IAUM funds › ISHARES GOLD TRUST MICRO NEW 0.2% +0.2% 0.5 13,000 +13,000 1 -39.6%
IWM funds › ISHARES TR NEW 0.2% +0.2% 0.5 1,668 +1,668 1 +28.9%
AEM funds › AGNICO EAGLE MINES LTD ADD 0.2% -0.1% 0.5 3,220 +220 1
VNQ funds › VANGUARD INDEX FDS ADD 0.2% +0.0% 0.5 4,991 +1,087 1
RTX funds › RTX CORPORATION TRIM 0.2% -0.1% 0.4 2,316 -584 1
CBRE funds › CBRE GROUP INC NEW 0.2% +0.2% 0.4 3,250 +3,250 1 +68.9%
FTDR funds › FRONTDOOR INC ADD 0.2% +0.0% 0.4 5,634 +134 1
VAL funds › VALARIS LTD HOLD 0.2% -0.1% 0.4 6,000 +0 1
TSLA funds › TESLA INC ADD 0.2% +0.1% 0.4 1,010 +435 1
AJG funds › GALLAGHER ARTHUR J & CO TRIM 0.2% -0.1% 0.4 1,808 -249 1
ET funds › ENERGY TRANSFER L P HOLD 0.2% -0.1% 0.4 21,000 +0 1
AGI funds › ALAMOS GOLD INC HOLD 0.2% -0.2% 0.4 12,500 +0 1
LPLA funds › LPL FINL HLDGS INC ADD 0.2% -0.1% 0.4 1,321 +21 1
IWP funds › ISHARES TR NEW 0.2% +0.2% 0.4 2,502 +2,502 1 +15.4%
AON funds › AON PLC HOLD 0.2% -0.0% 0.4 1,100 +0 1
NVS funds › NOVARTIS AG HOLD 0.2% -0.0% 0.4 2,300 +0 1
SYY funds › SYSCO CORP HOLD 0.2% -0.0% 0.4 4,300 +0 1
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.2% +0.0% 0.4 714 +139 1
GD funds › GENERAL DYNAMICS CORP HOLD 0.2% -0.0% 0.4 1,000 +0 1
IWY funds › ISHARES TR NEW 0.2% +0.2% 0.4 1,211 +1,211 1 -23.1%
ANET funds › ARISTA NETWORKS INC NEW 0.2% +0.2% 0.3 2,000 +2,000 1 +283.5% re-entry
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.1% 0.3 2,389 +264 1
XLU funds › SELECT SECTOR SPDR TR ADD 0.1% -0.0% 0.3 7,080 +265 1
LRCX funds › LAM RESEARCH CORP NEW 0.1% +0.1% 0.3 720 +720 1 +86.3%
CTVA funds › CORTEVA INC ADD 0.1% -0.0% 0.3 3,399 +399 1
IGIB funds › ISHARES TR TRIM 0.1% -0.0% 0.3 5,165 -20 1
LDOS funds › LEIDOS HOLDINGS INC NEW 0.1% +0.1% 0.3 2,661 +2,661 1 +58.4%
NTR funds › NUTRIEN LTD HOLD 0.1% -0.1% 0.3 4,000 +0 1
MU funds › MICRON TECHNOLOGY INC NEW 0.1% +0.1% 0.3 217 +217 1 +311.8%
CSCO funds › CISCO SYS INC NEW 0.1% +0.1% 0.2 2,077 +2,077 1 -45.9%
APH funds › AMPHENOL CORP NEW 0.1% +0.1% 0.2 1,382 +1,382 1 +250.7%
IWX funds › ISHARES TR NEW 0.1% +0.1% 0.2 2,257 +2,257 1 +30.8%
EMLC funds › VANECK ETF TRUST NEW 0.1% +0.1% 0.2 9,227 +9,227 1 -10.5%
PLTR funds › PALANTIR TECHNOLOGIES INC NEW 0.1% +0.1% 0.2 1,865 +1,865 1 +161.5% re-entry
DVY funds › ISHARES TR HOLD 0.1% -0.0% 0.2 1,380 +0 1
PAYC funds › PAYCOM SOFTWARE INC HOLD 0.1% -0.0% 0.2 1,700 +0 1
BG funds › BUNGE GLOBAL SA HOLD 0.1% -0.1% 0.2 2,000 +0 1
LQD funds › ISHARES TR HOLD 0.1% -0.0% 0.2 1,926 +0 1
ONDS funds › ONDAS INC ADD 0.1% -0.0% 0.2 22,280 +180 1
UNH funds › UNITEDHEALTH GROUP INC EXIT 0.0% -0.2% 0.0 0 -1,000 0
CRM funds › SALESFORCE INC EXIT 0.0% -0.2% 0.0 0 -1,525 0
SLB funds › SLB LIMITED EXIT 0.0% -0.4% 0.0 0 -14,000 0
MDLZ funds › MONDELEZ INTL INC EXIT 0.0% -0.1% 0.0 0 -3,900 0
BSV funds › VANGUARD BD INDEX FDS EXIT 0.0% -0.2% 0.0 0 -3,380 0
AA funds › ALCOA CORP EXIT 0.0% -0.1% 0.0 0 -3,400 0

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 218 108 0.16 53% 0.050 0.269 entered
2026Q1 170 87 0.00 60% 0.063 0.000 left
2025Q3 164 91 0.03 60% 0.066 0.516 in
2025Q2 152 86 0.04 59% 0.066 0.522 entered
2025Q1 139 82 0.00 58% 0.065 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