Fund Universe

Nicholas Hoffman & Company, LLC.

CIK 0001678953 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.958
AUM ($M)
4,738
Positions
344
Turnover
0.04
Top-10 wt
79%
Herfindahl
0.106
History (qtrs)
8
Excess Return

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Holdings · 353 positions · portfolio value $4,738M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VOO funds › VANGUARD S&P 500 ETF ADD 20.3% +1.1% 961.7 1,400,242 +7,486 4
VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF ADD 19.6% +0.5% 926.3 13,000,607 +125,685 4
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD 8.4% -0.4% 399.3 798,010 +2,392 4
VWO funds › VANGUARD FTSE EMERGING MARKETS ETF ADD 8.4% +0.1% 397.9 6,665,501 +35,317 4
VO funds › VANGUARD MID-CAP ETF ADD 8.1% +0.3% 384.7 4,774,432 +3,588,532 4
VB funds › VANGUARD SMALL-CAP ETF ADD 4.9% +0.3% 230.1 759,092 +4,416 4
VIG funds › VANGUARD DIVIDEND APPRECIATION ETF ADD 3.8% +0.0% 177.8 751,455 +804 4
VBIL funds › VANGUARD 0-3 MONTH TREASURY BILL ETF TRIM 2.3% -1.9% 107.3 1,417,380 -947,638 4
VTI funds › VANGUARD TOTAL STOCK MARKET ETF TRIM 1.8% +0.1% 83.7 226,308 -45 4
GOOG funds › ALPHABET INC CAP STK CL C ADD 1.8% +0.2% 83.3 235,727 +1 4
QQQ funds › INVESCO QQQ TRUST SERIES I ADD 1.5% +0.2% 72.5 98,405 +177 4
VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ADD 1.5% +0.0% 69.1 825,291 +2,780 4
AVGO funds › BROADCOM INC COM ADD 1.4% +0.1% 67.5 178,565 +168 4
SPY funds › STATE STREET SPDR S&P 500 ETF TRIM 1.3% +0.1% 61.1 81,884 -208 4
MSFT funds › MICROSOFT CORP COM TRIM 1.2% -0.1% 58.5 156,821 -738 4
INTU funds › INTUIT COM TRIM 0.9% -0.8% 44.6 170,921 -52 4
AAPL funds › APPLE INC COM TRIM 0.7% +0.0% 32.2 111,231 -129 4
KO funds › COCA COLA CO COM TRIM 0.3% -0.0% 15.2 187,146 -1,885 4
SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF TRIM 0.3% +0.0% 15.1 544,301 -2,783 4
FNDE funds › SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF ADD 0.3% -0.0% 14.3 360,874 +15,695 4
SCHC funds › SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF ADD 0.3% -0.0% 14.3 296,679 +5,572 4
FNDX funds › SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF ADD 0.3% +0.0% 14.2 455,404 +5,580 4
CAT funds › CATERPILLAR INC COM TRIM 0.3% +0.1% 13.7 12,909 -514 4
HBAN funds › HUNTINGTON BANCSHARES INC COM ADD 0.3% +0.0% 12.6 708,129 +63 2
LLY funds › ELI LILLY & CO. COM ADD 0.2% +0.0% 11.7 9,776 +15 4
VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF ADD 0.2% +0.0% 11.0 128,977 +474 4
FNDF funds › SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF ADD 0.2% +0.1% 10.9 206,843 +49,947 4
NVDA funds › NVIDIA CORPORATION COM ADD 0.2% +0.0% 10.7 53,305 +73 4
VBR funds › VANGUARD SMALL CAP VALUE ETF ADD 0.2% +0.0% 9.3 38,318 +202 4
GOOGL funds › ALPHABET INC CAP STK CL A TRIM 0.2% +0.0% 9.0 25,171 -118 4
JNJ funds › JOHNSON & JOHNSON COM TRIM 0.2% -0.0% 8.7 34,137 -420 4
AMZN funds › AMAZON COM INC COM ADD 0.2% +0.0% 8.4 35,110 +471 4
SCHE funds › SCHWAB EMERGING MARKETS EQUITY ETF TRIM 0.2% +0.0% 8.3 229,545 -187 4
EEMA funds › ISHARES MSCI EMERGING MARKETS ASIA ETF TRIM 0.2% +0.0% 8.2 70,414 -82 4
DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF ADD 0.2% +0.0% 7.9 178,818 +2 4
HD funds › HOME DEPOT INC COM TRIM 0.2% -0.0% 7.5 21,304 -78 4
SO funds › SOUTHERN CO COM TRIM 0.1% -0.0% 7.0 73,433 -122 4
EFG funds › ISHARES MSCI EAFE GROWTH ETF TRIM 0.1% +0.0% 6.9 55,513 -382 4
IVV funds › ISHARES CORE S&P 500 ETF ADD 0.1% +0.0% 6.4 8,561 +6 4
ACN funds › ACCENTURE PLC IRELAND SHS CLASS A ADD 0.1% -0.1% 6.4 51,369 +18 4
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.1% +0.1% 5.6 40,981 +40,981 1
FNDC funds › SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF ADD 0.1% +0.0% 5.5 113,133 +25,037 4
CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL CL A HOLD 0.1% -0.0% 5.2 7 +0 4
CVX funds › CHEVRON CORPORATION COM ADD 0.1% -0.0% 4.8 29,062 +1,565 4
VCRB funds › VANGUARD CORE BOND ETF ADD 0.1% +0.0% 4.8 61,740 +10,066 4
AAXJ funds › ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF HOLD 0.1% +0.0% 4.3 36,352 +0 4
UPS funds › UNITED PARCEL SVCS INC CL B ADD 0.1% +0.0% 4.3 40,057 +15,401 4
BAC funds › BANK OF AMER CORP COM ADD 0.1% +0.0% 4.3 75,217 +4,959 4
JPM funds › JPMORGAN CHASE & CO COM TRIM 0.1% +0.0% 4.1 12,587 -96 4
META funds › META PLATFORMS INC CL A ADD 0.1% -0.0% 4.1 7,253 +99 4
IWM funds › ISHARES RUSSELL 2000 ETF ADD 0.1% +0.0% 4.0 13,239 +12 4
WMT funds › WALMART INC COM ADD 0.1% -0.0% 3.9 34,763 +495 4
MCD funds › MCDONALDS CORP COM ADD 0.1% -0.0% 3.9 14,558 +22 4
V funds › VISA INC COM CL A TRIM 0.1% +0.0% 3.8 11,203 -20 4
PG funds › PROCTER & GAMBLE CO COM TRIM 0.1% -0.0% 3.7 25,349 -127 4
COST funds › COSTCO WHOLESALE CORPORATION COM TRIM 0.1% -0.0% 3.7 3,968 -6 4
SCHX funds › SCHWAB U.S. LARGE-CAP ETF ADD 0.1% +0.0% 3.5 119,918 +211 4
RTX funds › RTX CORPORATION COM TRIM 0.1% -0.0% 3.5 18,187 -296 4
PM funds › PHILIP MORRIS INTL INC COM TRIM 0.1% -0.0% 3.2 17,635 -30 4
CSCO funds › CISCO SYS INC COM ADD 0.1% +0.0% 3.2 26,860 +2,485 4
DGS funds › WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND TRIM 0.1% -0.0% 3.1 47,511 -73 4
GLD funds › SPDR GOLD SHARES TRIM 0.1% -0.0% 3.0 8,073 -987 4
SCHM funds › SCHWAB U.S. MID-CAP ETF ADD 0.1% +0.0% 2.9 78,183 +53 4
DFUV funds › DIMENSIONAL US MARKETWIDE VALUE ETF HOLD 0.1% +0.0% 2.8 51,119 +0 4
IBM funds › INTERNATIONAL BUSINESS MACHS COM TRIM 0.1% -0.0% 2.7 9,658 -734 4
GS funds › GOLDMAN SACHS GROUP INC COM ADD 0.1% +0.0% 2.6 2,603 +5 4
SCZ funds › ISHARES MSCI EAFE SMALL-CAP ETF TRIM 0.1% -0.0% 2.6 31,845 -1,539 4
ADP funds › AUTOMATIC DATA PROCESSING INC COM ADD 0.1% +0.0% 2.6 11,680 +3 4
VZ funds › VERIZON COMMUNICATIONS INC COM ADD 0.1% -0.0% 2.6 61,549 +8 4
NSC funds › NORFOLK SOUTHN CORP COM TRIM 0.1% -0.0% 2.6 8,265 -95 4
ABBV funds › ABBVIE INC COM ADD 0.1% +0.0% 2.6 10,274 +71 4
TFC funds › TRUIST FINL CORP COM TRIM 0.1% -0.0% 2.5 50,880 -1,015 4
SCHA funds › SCHWAB U.S. SMALL-CAP ETF ADD 0.1% +0.0% 2.5 70,004 +24 4
MO funds › ALTRIA GROUP INC COM TRIM 0.1% -0.0% 2.5 34,179 -107 4
VIGI funds › VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF ADD 0.1% -0.0% 2.4 26,223 +34 4
SCHB funds › SCHWAB U.S. BROAD MARKET ETF TRIM 0.0% -0.0% 2.4 81,600 -5,175 4
EFA funds › ISHARES MSCI EAFE ETF TRIM 0.0% -0.0% 2.4 22,736 -10,269 4
CMI funds › CUMMINS INC COM ADD 0.0% +0.0% 2.3 3,247 +19 4
RSSB funds › RETURN STACKED GLOBAL STOCKS & BONDS ETF ADD 0.0% +0.0% 2.3 75,145 +8,628 2
MA funds › MASTERCARD INCORPORATED CL A ADD 0.0% -0.0% 2.3 4,469 +133 4
DUK funds › DUKE ENERGY CORP NEW COM NEW TRIM 0.0% -0.0% 2.3 18,043 -817 4
VUG funds › VANGUARD GROWTH ETF ADD 0.0% +0.0% 2.3 26,248 +21,873 4
AZN funds › ASTRAZENECA PLC ORD ADD 0.0% -0.0% 2.3 11,897 +17 2
STX funds › SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS TRIM 0.0% +0.0% 2.2 2,322 -272 4
PANW funds › PALO ALTO NETWORKS INC COM HOLD 0.0% +0.0% 2.2 6,359 +0 4
GPC funds › GENUINE PARTS CO COM TRIM 0.0% +0.0% 2.2 18,231 -28 4
GD funds › GENERAL DYNAMICS CORP COM ADD 0.0% +0.0% 2.1 6,046 +451 4
TRV funds › TRAVELERS COMPANIES INC COM TRIM 0.0% -0.0% 2.1 6,403 -308 4
INTC funds › INTEL CORP COM ADD 0.0% +0.0% 2.1 15,035 +1,966 4
DFUS funds › DIMENSIONAL U.S. EQUITY MARKET ETF HOLD 0.0% +0.0% 2.1 25,432 +0 4
FNDB funds › SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF ADD 0.0% +0.0% 2.0 67,258 +1,006 4
BMY funds › BRISTOL-MYERS SQUIBB CO COM TRIM 0.0% -0.0% 2.0 35,055 -1,603 4
T funds › AT&T INC COM TRIM 0.0% -0.0% 2.0 97,045 -164 4
PPG funds › PPG INDS INC COM TRIM 0.0% +0.0% 2.0 16,349 -319 4
GSK funds › GSK PLC SPONSORED ADR TRIM 0.0% -0.0% 2.0 37,580 -330 4
MRK funds › MERCK & CO INC COM ADD 0.0% +0.0% 1.9 15,146 +392 4
QLTY funds › GMO US QUALITY ETF ADD 0.0% +0.0% 1.9 46,265 +13,955 2
NOC funds › NORTHROP GRUMMAN CORP COM TRIM 0.0% -0.0% 1.9 3,692 -143 4
XCEM funds › COLUMBIA EM CORE EX-CHINA ETF HOLD 0.0% +0.0% 1.9 35,154 +0 4
UL funds › UNILEVER PLC SPON ADR NEW TRIM 0.0% -0.0% 1.8 30,612 -84 3
AFRM funds › AFFIRM HLDGS INC COM CL A TRIM 0.0% +0.0% 1.7 21,272 -1,299 3
SSB funds › SOUTHSTATE BK CORP COM ADD 0.0% +0.0% 1.7 16,872 +249 4
EFV funds › ISHARES MSCI EAFE VALUE ETF TRIM 0.0% -0.0% 1.7 21,937 -20 4
UNP funds › UNION PAC CORP COM ADD 0.0% +0.0% 1.6 5,951 +705 4
TXN funds › TEXAS INSTRS INC COM TRIM 0.0% +0.0% 1.6 5,332 -79 4
AXP funds › AMERICAN EXPRESS CO COM TRIM 0.0% -0.0% 1.6 4,660 -263 4
VV funds › VANGUARD LARGE-CAP ETF HOLD 0.0% +0.0% 1.6 4,538 +0 4
USB funds › US BANCORP COM NEW TRIM 0.0% -0.0% 1.6 25,714 -6,622 4
MDT funds › MEDTRONIC PLC SHS ADD 0.0% +0.0% 1.6 19,853 +4,303 4
GE funds › GE AEROSPACE COM NEW TRIM 0.0% +0.0% 1.5 4,116 -55 4
NVS funds › NOVARTIS AG SPONSORED ADR ADD 0.0% -0.0% 1.5 9,771 +55 4
TTE funds › TOTALENERGIES SE ACT TRIM 0.0% -0.0% 1.5 19,081 -125 3
TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS TRIM 0.0% +0.0% 1.5 3,087 -93 4
ORCL funds › ORACLE CORP COM TRIM 0.0% -0.0% 1.5 9,939 -303 4
TSLA funds › TESLA INC COM TRIM 0.0% +0.0% 1.4 3,438 -37 4
PNC funds › PNC FINL SVCS GROUP INC COM TRIM 0.0% +0.0% 1.4 5,818 -157 4
WFC funds › WELLS FARGO & CO COM TRIM 0.0% -0.0% 1.4 17,207 -193 4
MGK funds › VANGUARD MEGA CAP GROWTH ETF ADD 0.0% +0.0% 1.4 15,540 +12,432 4
FTAI funds › FTAI AVIATION LTD SHS ADD 0.0% +0.0% 1.4 5,006 +6 4
TJX funds › TJX COS INC NEW COM ADD 0.0% -0.0% 1.4 8,920 +181 4
MS funds › MORGAN STANLEY COM NEW ADD 0.0% +0.0% 1.4 6,461 +581 4
TGT funds › TARGET CORP COM TRIM 0.0% -0.0% 1.3 10,307 -704 4
LMT funds › LOCKHEED MARTIN CORP COM TRIM 0.0% -0.0% 1.3 2,641 -88 4
SOLV funds › SOLVENTUM CORP COM SHS ADD 0.0% +0.0% 1.3 17,344 +50 4
PYPL funds › PAYPAL HLDGS INC COM ADD 0.0% -0.0% 1.3 30,895 +3,000 4
DOC funds › HEALTHPEAK PROPERTIES INC COM TRIM 0.0% +0.0% 1.3 60,967 -119 4
ZBH funds › ZIMMER BIOMET HOLDINGS INC COM TRIM 0.0% -0.0% 1.3 15,143 -291 4
KMB funds › KIMBERLY-CLARK CORP COM ADD 0.0% +0.0% 1.3 11,849 +263 4
IJH funds › ISHARES CORE S&P MID-CAP ETF ADD 0.0% +0.0% 1.3 16,819 +5 4
SHEL funds › SHELL PLC SPON ADS TRIM 0.0% -0.0% 1.3 16,589 -281 4
EMXC funds › ISHARES MSCI EMERGING MARKETS EX CHINA ETF ADD 0.0% +0.0% 1.3 12,479 +43 4
SCHW funds › SCHWAB CHARLES CORP COM ADD 0.0% -0.0% 1.3 13,578 +50 4
IWF funds › ISHARES RUSSELL 1000 GROWTH ETF ADD 0.0% +0.0% 1.2 10,054 +7,485 4
ICLR funds › ICON PUB LTD CO SHS TRIM 0.0% +0.0% 1.2 7,167 -1,787 4
KVUE funds › KENVUE INC COM TRIM 0.0% -0.0% 1.2 65,089 -1,823 4
VT funds › VANGUARD TOTAL WORLD STOCK ETF ADD 0.0% +0.0% 1.2 7,795 +2 4
CL funds › COLGATE PALMOLIVE CO COM TRIM 0.0% -0.0% 1.2 13,121 -31 4
BLK funds › BLACKROCK INC COM ADD 0.0% -0.0% 1.2 1,247 +21 4
UNH funds › UNITEDHEALTH GROUP INC COM ADD 0.0% +0.0% 1.2 2,812 +233 4
PFE funds › PFIZER INC COM TRIM 0.0% -0.0% 1.2 48,195 -439 4
GL funds › GLOBE LIFE INC COM TRIM 0.0% -0.0% 1.2 6,480 -1,790 4
MDLZ funds › MONDELEZ INTL INC CL A ADD 0.0% -0.0% 1.2 19,948 +82 4
MCK funds › MCKESSON CORP COM ADD 0.0% -0.0% 1.1 1,503 +4 4
BAX funds › BAXTER INTL INC COM TRIM 0.0% +0.0% 1.1 53,199 -7,276 4
DEO funds › DIAGEO PLC SPON ADR NEW TRIM 0.0% -0.0% 1.1 13,966 -595 4
DAL funds › DELTA AIR LINES INC COM NEW TRIM 0.0% +0.0% 1.1 11,600 -2,070 4
BA funds › BOEING CO COM ADD 0.0% +0.0% 1.1 5,004 +629 4
ABT funds › ABBOTT LABORATORIES COM TRIM 0.0% -0.0% 1.1 11,697 -2,159 4
DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF HOLD 0.0% -0.0% 1.0 28,269 +0 4
ITW funds › ILLINOIS TOOL WKS INC COM ADD 0.0% -0.0% 1.0 3,815 +94 4
COP funds › CONOCOPHILLIPS COM ADD 0.0% -0.0% 1.0 9,833 +11 4
HWM funds › HOWMET AEROSPACE INC COM ADD 0.0% +0.0% 1.0 3,801 +70 4
HSY funds › HERSHEY CO COM TRIM 0.0% -0.0% 1.0 5,737 -111 4
SNY funds › SANOFI SA SPONSORED ADR TRIM 0.0% -0.0% 1.0 23,535 -253 4
BHP funds › BHP BILLITON LIMITED SPONSORED ADS HOLD 0.0% +0.0% 1.0 12,006 +0 4
EBAY funds › EBAY INC. COM ADD 0.0% +0.0% 1.0 8,895 +13 4
DIS funds › DISNEY WALT CO COM TRIM 0.0% -0.0% 1.0 10,235 -259 4
OSK funds › OSHKOSH CORP COM TRIM 0.0% -0.0% 1.0 6,362 -274 4
XPO funds › XPO INC COM HOLD 0.0% -0.0% 1.0 4,727 +0 4
PEP funds › PEPSICO INC COM ADD 0.0% -0.0% 1.0 7,114 +340 4
AFL funds › AFLAC INC COM ADD Common Stock 0.0% -0.0% 1.0 8,132 +3 4
SW funds › SMURFIT WESTROCK PLC SHS HOLD 0.0% +0.0% 0.9 20,443 +0 4
WPC funds › WP CAREY INC COM TRIM 0.0% -0.0% 0.9 13,221 -449 4
IDEV funds › ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF ADD 0.0% -0.0% 0.9 10,547 +145 4
CLX funds › CLOROX CO DEL COM NEW 0.0% +0.0% 0.9 9,795 +9,795 1
DVN funds › DEVON ENERGY CORP NEW COM NEW 0.0% +0.0% 0.9 22,579 +22,579 1
DFIV funds › DIMENSIONAL INTERNATIONAL VALUE ETF HOLD 0.0% -0.0% 0.9 17,255 +0 4
SCHD funds › SCHWAB US DIVIDEND EQUITY ETF ADD 0.0% -0.0% 0.9 29,174 +122 4
VOOG funds › VANGUARD S&P 500 GROWTH ETF ADD 0.0% +0.0% 0.9 11,136 +9,280 4
DG funds › DOLLAR GEN CORP COM TRIM 0.0% -0.0% 0.9 7,954 -134 4
AGNC funds › AGNC INVT CORP COM TRIM REIT 0.0% -0.0% 0.9 80,543 -1,704 4
IVLU funds › ISHARES MSCI INTL VALUE FACTOR ETF HOLD 0.0% -0.0% 0.9 20,913 +0 4
OEF funds › ISHARES S&P 100 ETF HOLD 0.0% +0.0% 0.9 2,343 +0 3
LOW funds › LOWES COS INC COM ADD 0.0% -0.0% 0.9 3,874 +3 4
SYK funds › STRYKER CORPORATION COM TRIM 0.0% -0.0% 0.8 2,682 -603 4
BFB funds › BROWN FORMAN CORP CL B ADD 0.0% -0.0% 0.8 31,615 +1,335 4
ED funds › CONSOLIDATED EDISON INC COM ADD 0.0% -0.0% 0.8 7,564 +52 4
ULTA funds › ULTA BEAUTY INC COM ADD 0.0% -0.0% 0.8 1,852 +2 4
IJK funds › ISHARES S&P MID-CAP 400 GROWTH ETF HOLD 0.0% +0.0% 0.8 7,056 +0 4
HIG funds › HARTFORD INSURANCE GROUP INC COM TRIM 0.0% -0.0% 0.8 6,181 -9 4
NFG funds › NATIONAL FUEL GAS CO COM TRIM 0.0% -0.0% 0.8 10,547 -299 4
APD funds › AIR PRODUCTS AND CHEMICALS INC COM ADD 0.0% -0.0% 0.8 2,759 +5 4
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF TRIM 0.0% -0.0% 0.8 15,163 -271 4
ADBE funds › ADOBE INC COM ADD 0.0% -0.0% 0.8 3,904 +93 4
NKE funds › NIKE INC CL B NEW 0.0% +0.0% 0.8 19,394 +19,394 1
NEE funds › NEXTERA ENERGY INC COM ADD 0.0% -0.0% 0.8 9,050 +87 4
GEV funds › GE VERNOVA INC COM ADD 0.0% +0.0% 0.8 675 +4 4
HONA funds › HONEYWELL AEROSPACE INC COM NEW 0.0% +0.0% 0.8 3,564 +3,564 1
TDG funds › TRANSDIGM GROUP INC COM ADD 0.0% +0.0% 0.8 578 +1 4
IWB funds › ISHARES RUSSELL 1000 ETF HOLD 0.0% +0.0% 0.8 1,845 +0 4
LIN funds › LINDE PLC SHS HOLD 0.0% -0.0% 0.8 1,455 +0 4
FNDA funds › SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF ADD 0.0% +0.0% 0.8 19,807 +1,901 4
AMAT funds › APPLIED MATLS INC COM ADD 0.0% +0.0% 0.7 999 +244 2
TPL funds › TEXAS PACIFIC LAND CORPORATION COM TRIM 0.0% -0.0% 0.7 1,637 -408 4
ACWX funds › ISHARES MSCI ACWI EX U.S. ETF TRIM 0.0% -0.0% 0.7 9,374 -8,951 2
FDS funds › FACTSET RESH SYS INC COM TRIM 0.0% -0.0% 0.7 3,088 -60 2
C funds › CITIGROUP INC COM NEW ADD 0.0% +0.0% 0.7 5,058 +249 4
BP funds › BP PLC SPONSORED ADR ADD 0.0% -0.0% 0.7 18,969 +23 4
DFAT funds › DIMENSIONAL U.S. TARGETED VALUE ETF HOLD 0.0% +0.0% 0.7 9,888 +0 4
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF ADD 0.0% +0.0% 0.7 3,618 +49 4
VONV funds › VANGUARD RUSSELL 1000 VALUE ETF TRIM 0.0% +0.0% 0.7 6,476 -18 4
IJJ funds › ISHARES S&P MID-CAP 400 VALUE ETF HOLD 0.0% +0.0% 0.7 4,630 +0 4
JLL funds › JONES LANG LASALLE INC COM TRIM 0.0% -0.0% 0.7 2,200 -70 4
IEMG funds › ISHARES CORE MSCI EMERGING MARKETS ETF ADD 0.0% +0.0% 0.7 8,224 +21 4
QCOM funds › QUALCOMM INC COM ADD 0.0% +0.0% 0.7 3,672 +625 4
VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF ADD 0.0% +0.0% 0.7 5,568 +4,881 4
GLW funds › CORNING INC COM ADD 0.0% +0.0% 0.7 2,589 +673 2
INGR funds › INGREDION INC COM TRIM 0.0% -0.0% 0.7 6,968 -32 4
IJR funds › ISHARES CORE S&P SMALL CAP ETF HOLD 0.0% +0.0% 0.7 4,404 +0 4
SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF TRIM 0.0% +0.0% 0.6 12,861 -49 4
PSX funds › PHILLIPS 66 COM ADD 0.0% -0.0% 0.6 3,823 +504 4
BKNG funds › BOOKING HOLDINGS INC COM ADD 0.0% -0.0% 0.6 3,571 +3,431 4
MFC funds › MANULIFE FINL CORP COM ADD 0.0% +0.0% 0.6 15,495 +195 4
MU funds › MICRON TECHNOLOGY INC COM NEW 0.0% +0.0% 0.6 543 +543 1
SON funds › SONOCO PRODS CO COM TRIM 0.0% -0.0% 0.6 10,990 -1,490 4
ARCC funds › ARES CAPITAL CORP COM ADD 0.0% +0.0% 0.6 33,368 +5,221 4
SHW funds › SHERWIN WILLIAMS CO COM ADD 0.0% -0.0% 0.6 1,794 +4 4
ICE funds › INTERCONTINENTAL EXCHANGE INC COM HOLD 0.0% -0.0% 0.6 4,984 +0 4
B funds › BARRICK MNG CORP COM SHS TRIM 0.0% -0.0% 0.6 16,580 -470 4
HON funds › HONEYWELL INTL INC COM NEW 0.0% +0.0% 0.6 2,657 +2,657 1
VTEB funds › VANGUARD TAX-EXEMPT BOND ETF ADD 0.0% -0.0% 0.6 11,729 +81 4
EMR funds › EMERSON ELEC CO COM ADD 0.0% +0.0% 0.6 4,116 +7 4
NNN funds › NNN REIT INC COM TRIM 0.0% -0.0% 0.6 12,650 -415 4
SLV funds › ISHARES SILVER TRUST TRIM 0.0% -0.0% 0.6 10,801 -10,137 4
LRCX funds › LAM RESEARCH CORP COM NEW TRIM 0.0% +0.0% 0.6 1,320 -850 4
NFLX funds › NETFLIX INC. COM TRIM 0.0% -0.0% 0.6 7,913 -248 4
BOXX funds › ALPHA ARCHITECT 1-3 MONTH BOX ETF TRIM 0.0% -0.0% 0.6 4,808 -3,721 2
RSP funds › INVESCO S&P 500 EQUAL WEIGHT ETF ADD 0.0% +0.0% 0.5 2,583 +239 4
IVW funds › ISHARES S&P 500 GROWTH ETF ADD 0.0% +0.0% 0.5 3,981 +3 4
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF HOLD 0.0% -0.0% 0.5 3,461 +0 4
PWR funds › QUANTA SVCS INC COM HOLD 0.0% +0.0% 0.5 755 +0 4
CBAN funds › COLONY BANKCORP INC COM TRIM 0.0% -0.0% 0.5 26,746 -26,746 2
IOO funds › ISHARES GLOBAL 100 ETF HOLD 0.0% +0.0% 0.5 3,912 +0 3
PHM funds › PULTE GROUP INC COM ADD 0.0% +0.0% 0.5 3,866 +3 4
SOLS funds › SOLSTICE ADVANCED MATLS INC COM SHS ADD 0.0% +0.0% 0.5 5,931 +1,000 3
COR funds › CENCORA INC COM TRIM 0.0% -0.0% 0.5 1,853 -796 4
UPRO funds › PROSHARES ULTRAPRO S&P500 HOLD 0.0% +0.0% 0.5 3,610 +0 4
SH funds › PROSHARES SHORT S&P500 TRIM 0.0% -0.0% 0.5 15,463 -1,259 4
EOG funds › EOG RES INC COM ADD 0.0% -0.0% 0.5 3,893 +100 4
PYLD funds › PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND HOLD 0.0% -0.0% 0.5 18,712 +0 2
AMD funds › ADVANCED MICRO DEVICES INC COM NEW 0.0% +0.0% 0.5 854 +854 1
SPGI funds › S&P GLOBAL INC COM HOLD 0.0% -0.0% 0.5 1,204 +0 4
JCI funds › JOHNSON CTLS INTL PLC SHS ADD 0.0% +0.0% 0.5 3,344 +15 4
DGRO funds › ISHARES CORE DIVIDEND GROWTH ETF HOLD 0.0% -0.0% 0.5 6,402 +0 4
GBDC funds › GOLUB CAP BDC INC COM ADD 0.0% +0.0% 0.5 37,387 +7,377 4
CRM funds › SALESFORCE INC COM TRIM 0.0% -0.0% 0.5 3,060 -274 4
IEFA funds › ISHARES CORE MSCI EAFE ETF HOLD 0.0% -0.0% 0.5 4,826 +0 4
SBUX funds › STARBUCKS CORP COM ADD 0.0% +0.0% 0.4 4,387 +6 4
LHX funds › L3HARRIS TECHNOLOGIES INC COM TRIM 0.0% -0.0% 0.4 1,532 -383 4
CRWD funds › CROWDSTRIKE HLDGS INC CL A TRIM 0.0% +0.0% 0.4 583 -65 4
KIM funds › KIMCO REALTY CORP COM HOLD 0.0% +0.0% 0.4 16,950 +0 4
TMO funds › THERMO FISHER SCIENTIFIC INC COM ADD 0.0% -0.0% 0.4 848 +27 4
BN funds › BROOKFIELD CORP CL A LTD VT SH TRIM 0.0% -0.0% 0.4 9,942 -148 4
IQLT funds › ISHARES MSCI INTL QUALITY FACTOR ETF TRIM 0.0% -0.0% 0.4 8,540 -1,424 4
ET funds › ENERGY TRANSFER L P COM UT LTD PTN HOLD 0.0% -0.0% 0.4 21,920 +0 4
MAR funds › MARRIOTT INTL INC NEW CL A ADD 0.0% +0.0% 0.4 1,113 +39 4
PJP funds › INVESCO PHARMACEUTICALS ETF HOLD 0.0% +0.0% 0.4 3,475 +0 4
CTAS funds › CINTAS CORP COM TRIM 0.0% -0.0% 0.4 2,405 -31 4
PAL funds › PROFICIENT AUTO LOGISTICS INC COM ADD 0.0% +0.0% 0.4 60,000 +20,000 4
NOBL funds › PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ADD 0.0% -0.0% 0.4 7,263 +3,000 4
HDV funds › ISHARES CORE HIGH DIVIDEND ETF ADD 0.0% -0.0% 0.4 14,782 +11,836 4
AMGN funds › AMGEN INC COM ADD 0.0% -0.0% 0.4 1,113 +20 4
ETN funds › EATON CORP PLC SHS HOLD 0.0% +0.0% 0.4 929 +0 4
HCA funds › HCA HEALTHCARE INC COM ADD 0.0% -0.0% 0.4 1,007 +7 4
RY funds › ROYAL BK CDA COM TRIM 0.0% -0.0% 0.4 1,895 -599 4
MGV funds › VANGUARD MEGA CAP VALUE ETF HOLD 0.0% +0.0% 0.4 2,377 +0 4
NOW funds › SERVICENOW INC COM ADD 0.0% -0.0% 0.4 3,896 +206 4
RF funds › REGIONS FINANCIAL CORP NEW COM ADD 0.0% +0.0% 0.4 12,750 +38 4
VIOO funds › VANGUARD S&P SMALL-CAP 600 ETF HOLD 0.0% +0.0% 0.4 2,745 +0 3
PDI funds › PIMCO DYNAMIC INCOME FD SHS HOLD 0.0% -0.0% 0.4 22,572 +0 4
CAH funds › CARDINAL HEALTH INC COM HOLD 0.0% +0.0% 0.4 1,585 +0 4
IWD funds › ISHARES RUSSELL 1000 VALUE ETF HOLD 0.0% +0.0% 0.4 1,535 +0 4
BSV funds › VANGUARD SHORT-TERM BOND ETF HOLD 0.0% -0.0% 0.4 4,764 +0 4
VRTX funds › VERTEX PHARMACEUTICALS INC COM ADD 0.0% +0.0% 0.4 738 +6 4
MNST funds › MONSTER BEVERAGE CORP NEW COM ADD 0.0% +0.0% 0.4 3,642 +22 4
TM funds › TOYOTA MOTOR CORP ADS ADD 0.0% -0.0% 0.3 2,059 +73 4
SNA funds › SNAP ON INC COM NEW 0.0% +0.0% 0.3 859 +859 1
VTWO funds › VANGUARD RUSSELL 2000 ETF HOLD 0.0% +0.0% 0.3 2,824 +0 4
ADI funds › ANALOG DEVICES INC COM TRIM 0.0% -0.0% 0.3 854 -400 2
MINT funds › PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ADD 0.0% -0.0% 0.3 3,360 +14 4
PLTR funds › PALANTIR TECHNOLOGIES INC CL A TRIM 0.0% -0.0% 0.3 2,875 -311 4
SAP funds › SAP SE SPON ADR ADD 0.0% -0.0% 0.3 2,141 +162 4
TEL funds › TE CONNECTIVITY PLC ORD SHS HOLD 0.0% -0.0% 0.3 1,629 +0 4
ONEQ funds › FIDELITY NASDAQ COMPOSITE INDEX ETF HOLD 0.0% +0.0% 0.3 3,081 +0 3
GMF funds › STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF ADD 0.0% +0.0% 0.3 1,998 +9 4
DHR funds › DANAHER CORP DEL COM TRIM 0.0% -0.0% 0.3 1,614 -44 4
WES funds › WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT ADD 0.0% +0.0% 0.3 7,000 +1,000 3
ILF funds › ISHARES LATIN AMERICA 40 ETF ADD 0.0% -0.0% 0.3 9,065 +8 4
MKL funds › MARKEL GROUP INC COM NEW 0.0% +0.0% 0.3 156 +156 1
FCX funds › FREEPORT MCMORAN INC CL B HOLD 0.0% -0.0% 0.3 4,829 +0 4
AEM funds › AGNICO EAGLE MINES LTD COM TRIM 0.0% -0.0% 0.3 1,890 -14 4
CHKP funds › CHECK POINT SOFTWARE TECH LTD ORD ADD 0.0% -0.0% 0.3 2,198 +1 4
VXF funds › VANGUARD EXTENDED MARKET ETF ADD 0.0% +0.0% 0.3 1,171 +1 4
KLAC funds › KLA CORP COM NEW NEW 0.0% +0.0% 0.3 955 +955 1
CPRT funds › COPART INC COM TRIM 0.0% -0.0% 0.3 10,203 -1,341 4
ALL funds › ALLSTATE CORP COM NEW 0.0% +0.0% 0.3 1,195 +1,195 1
ENB funds › ENBRIDGE INC COM TRIM 0.0% -0.0% 0.3 5,236 -1,495 4
ISRG funds › INTUITIVE SURGICAL INC COM NEW NEW 0.0% +0.0% 0.3 710 +710 1
HACK funds › AMPLIFY CYBERSECURITY ETF HOLD 0.0% +0.0% 0.3 2,677 +0 4
VDE funds › VANGUARD ENERGY ETF ADD 0.0% -0.0% 0.3 1,871 +8 3
APP funds › APPLOVIN CORP COM CL A HOLD 0.0% +0.0% 0.3 539 +0 3
WMB funds › WILLIAMS COS INC COM TRIM 0.0% -0.0% 0.3 3,726 -113 4
BND funds › VANGUARD TOTAL BOND MARKET ETF ADD 0.0% -0.0% 0.3 3,763 +161 4
DELL funds › DELL TECHNOLOGIES INC CL C NEW 0.0% +0.0% 0.3 630 +630 1
KR funds › KROGER CO COM ADD 0.0% -0.0% 0.3 4,861 +26 4
IEX funds › IDEX CORP COM NEW 0.0% +0.0% 0.3 1,189 +1,189 1
MDY funds › STATE STREET SPDR S&P MIDCAP 400 ETF TRUST HOLD 0.0% +0.0% 0.3 383 +0 4
VTV funds › VANGUARD VALUE ETF HOLD 0.0% +0.0% 0.3 1,236 +0 3
PH funds › PARKER-HANNIFIN CORP COM TRIM 0.0% -0.0% 0.3 274 -275 4
HLT funds › HILTON WORLDWIDE HLDGS INC COM ADD 0.0% +0.0% 0.3 796 +113 3
RIO funds › RIO TINTO PLC SPONSORED ADR TRIM 0.0% -0.0% 0.3 2,741 -1,214 4
IVOO funds › VANGUARD S&P MID-CAP 400 ETF HOLD 0.0% +0.0% 0.3 1,989 +0 3
FDX funds › FEDEX CORP COM ADD 0.0% -0.0% 0.3 822 +120 3
RAVI funds › FLEXSHARES ULTRA-SHORT INCOME FUND HOLD 0.0% -0.0% 0.3 3,405 +0 4
TRGP funds › TARGA RES CORP COM NEW 0.0% +0.0% 0.3 950 +950 1
CSX funds › CSX CORP COM HOLD 0.0% +0.0% 0.3 5,267 +0 2
VSS funds › VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF NEW 0.0% +0.0% 0.2 1,606 +1,606 1
VCR funds › VANGUARD CONSUMER DISCRETIONARY ETF HOLD 0.0% +0.0% 0.2 619 +0 3
CNI funds › CANADIAN NATL RY CO COM HOLD 0.0% +0.0% 0.2 2,038 +0 3
CMCSA funds › COMCAST CORP NEW CL A TRIM 0.0% -0.0% 0.2 9,847 -246 4
FNV funds › FRANCO NEV CORP COM NEW 0.0% +0.0% 0.2 1,156 +1,156 1
CVS funds › CVS HEALTH CORP COM NEW 0.0% +0.0% 0.2 2,301 +2,301 1
BSCQ funds › INVESCO BULLETSHARES 2026 CORPORATE BOND ETF HOLD 0.0% -0.0% 0.2 11,896 +0 4
GILD funds › GILEAD SCIENCES INC COM ADD 0.0% -0.0% 0.2 1,833 +14 3
XLC funds › STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF TRIM 0.0% -0.0% 0.2 2,095 -149 3
VOT funds › VANGUARD MID-CAP GROWTH ETF NEW 0.0% +0.0% 0.2 732 +732 1
HSBC funds › HSBC HLDGS PLC SPON ADR NEW NEW 0.0% +0.0% 0.2 2,339 +2,339 1
VNQ funds › VANGUARD REAL ESTATE ETF ADD 0.0% -0.0% 0.2 2,262 +1 2
BCS funds › BARCLAYS PLC ADR NEW 0.0% +0.0% 0.2 8,070 +8,070 1
SNPS funds › SYNOPSYS INC COM NEW 0.0% +0.0% 0.2 481 +481 1
SLB funds › SLB LIMITED COM STK ADD 0.0% -0.0% 0.2 4,591 +21 2
IMO funds › IMPERIAL OIL LTD COM NEW HOLD 0.0% -0.0% 0.2 1,901 +0 2
TQQQ funds › PROSHARES ULTRAPRO QQQ NEW 0.0% +0.0% 0.2 2,562 +2,562 1
FLUT funds › FLUTTER ENTMT PLC SHS NEW 0.0% +0.0% 0.2 2,021 +2,021 1
GLDM funds › SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST TRIM 0.0% -0.0% 0.2 2,595 -28 2
AJG funds › GALLAGHER ARTHUR J & CO COM TRIM 0.0% -0.0% 0.2 894 -49 2
CP funds › CANADIAN PACIFIC KANSAS CITY COM NEW 0.0% +0.0% 0.2 2,355 +2,355 1
COF funds › CAPITAL ONE FINL CORP COM NEW 0.0% +0.0% 0.2 1,009 +1,009 1
BSCU funds › INVESCO BULLETSHARES 2030 CORPORATE BOND ETF HOLD 0.0% -0.0% 0.2 10,940 +0 4
GSBD funds › GOLDMAN SACHS BDC INC SHS ADD 0.0% -0.0% 0.2 18,575 +36 4
SAN funds › BANCO SANTANDER SA ADR ADD 0.0% +0.0% 0.2 11,445 +119 4
BBDC funds › BARINGS BDC INC COM HOLD 0.0% -0.0% 0.1 14,354 +0 4
HLN funds › HALEON PLC SPON ADS ADD 0.0% -0.0% 0.1 11,732 +111 4
GLDG funds › GOLDMINING INC COM HOLD 0.0% -0.0% 0.0 10,000 +0 4
CUSIP:438516106 funds › HONEYWELL INTL INC COM EXIT 0.0% -0.0% 0.0 0 -5,312 0
SCHR funds › SCHWAB INTERMEDIATE-TERM US TREASURY ETF EXIT 0.0% -0.0% 0.0 0 -8,336 0
SLRC funds › SLR INVESTMENT CORP COM EXIT 0.0% -0.0% 0.0 0 -10,000 0
BCSF funds › BAIN CAP SPECIALTY FIN INC COM STK EXIT 0.0% -0.0% 0.0 0 -12,000 0
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.2% 0.0 0 -39,662 0
CUSIP:127097103 funds › COTERRA ENERGY INC COM EXIT 0.0% -0.0% 0.0 0 -32,704 0
SGOV funds › ISHARES 0-3 MONTH TREASURY BOND ETF EXIT 0.0% -0.0% 0.0 0 -9,909 0
SCHO funds › SCHWAB SHORT-TERM US TREASURY ETF EXIT 0.0% -0.0% 0.0 0 -11,275 0
HMC funds › HONDA MOTOR CO LTD ADR ECH CNV IN 3 EXIT 0.0% -0.0% 0.0 0 -17,989 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 4,738 344 0.04 79% 0.106 0.957 in
2026Q1 4,333 326 0.05 79% 0.101 0.954 in
2025Q4 4,313 320 0.03 80% 0.103 0.952 in
2025Q3 4,130 306 0.11 81% 0.106 0.912 entered
2025Q2 3,870 305 0.87 82% 0.103 0.000 out
2025Q1 786 1 1.00 100% 1.000 0.000 left
2024Q4 2,499 288 0.03 76% 0.092 0.919 entered
2024Q3 2,372 291 0.00 75% 0.088 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