☆Family Legacy, Inc.
Quality Q
0.283
AUM ($M)
375
Positions
124
Turnover
0.07
Top-10 wt
28%
Herfindahl
0.016
History (qtrs)
6
Excess Return
—
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Holdings · 128 positions · portfolio value $375M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 4.2% | +1.9% | 15.7 | 21,668 | -957 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 4.0% | +0.9% | 14.9 | 13,961 | -461 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 2.9% | +0.0% | 10.9 | 37,693 | -342 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | TRIM | — | 2.7% | +0.4% | 10.1 | 8,622 | -151 | 5 | — |
| ☆SOXX funds › | ISHARES TR | TRIM | — | 2.6% | +1.1% | 9.8 | 15,286 | -302 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 2.5% | +0.4% | 9.5 | 19,822 | -1,521 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 2.4% | +0.2% | 8.9 | 24,953 | -656 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 2.2% | +0.3% | 8.1 | 6,758 | +47 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.2% | -0.0% | 8.1 | 24,668 | -141 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 2.1% | -0.2% | 7.9 | 31,020 | -204 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 2.0% | -0.2% | 7.6 | 140,688 | -1,068 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.9% | -0.2% | 7.0 | 18,807 | -10 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 1.8% | -0.1% | 6.6 | 80,960 | -295 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 1.7% | -0.4% | 6.5 | 57,283 | -716 | 5 | — |
| ☆VMC funds › | VULCAN MATLS CO | ADD | — | 1.7% | -0.1% | 6.4 | 21,703 | +78 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | TRIM | — | 1.7% | -0.3% | 6.3 | 50,053 | -26 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.7% | +0.0% | 6.2 | 26,000 | +234 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 1.6% | +0.2% | 6.0 | 8,155 | -74 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 1.6% | +0.0% | 5.8 | 17,017 | +87 | 5 | — |
| ☆FPE funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 1.4% | -0.2% | 5.4 | 303,714 | -1,382 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 1.4% | +0.0% | 5.4 | 7,196 | -31 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 1.4% | -0.1% | 5.3 | 15,085 | +40 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 1.4% | -0.3% | 5.2 | 5,540 | -20 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 1.4% | +0.0% | 5.1 | 25,681 | +102 | 5 | — |
| ☆LOW funds › | LOWES COS INC | ADD | — | 1.3% | -0.3% | 5.0 | 22,888 | +94 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 1.3% | +0.2% | 4.9 | 13,132 | +73 | 5 | — |
| ☆DE funds › | DEERE & CO | TRIM | — | 1.3% | -0.0% | 4.9 | 7,691 | -63 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 1.3% | -0.0% | 4.7 | 58,511 | +43,808 | 5 | — |
| ☆ANGL funds › | VANECK ETF TRUST | TRIM | — | 1.3% | -0.1% | 4.7 | 160,653 | -588 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 1.2% | -0.1% | 4.6 | 12,818 | -73 | 5 | — |
| ☆AJG funds › | GALLAGHER ARTHUR J & CO | TRIM | — | 1.2% | -0.1% | 4.6 | 19,951 | -9 | 5 | — |
| ☆DGRO funds › | ISHARES TR | TRIM | — | 1.2% | -0.1% | 4.5 | 59,888 | -109 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 1.2% | -0.1% | 4.5 | 35,196 | +8 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | TRIM | — | 1.2% | -0.2% | 4.4 | 57,046 | -476 | 5 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | TRIM | — | 1.2% | -0.4% | 4.4 | 8,574 | -18 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 1.1% | -0.1% | 4.1 | 28,296 | -45 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 1.0% | +0.3% | 3.8 | 32,613 | -265 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 1.0% | -0.1% | 3.6 | 24,359 | -81 | 5 | — |
| ☆SO funds › | SOUTHERN CO | ADD | — | 0.9% | -0.1% | 3.5 | 36,742 | +48 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.9% | +0.2% | 3.5 | 8,439 | +2 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.9% | +0.0% | 3.5 | 60,758 | +547 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 0.9% | -0.1% | 3.4 | 15,063 | +5 | 5 | — |
| ☆TDG funds › | TRANSDIGM GROUP INC | ADD | — | 0.9% | +0.0% | 3.3 | 2,440 | +18 | 5 | — |
| ☆UTES funds › | ETFIS SER TR I | ADD | — | 0.8% | -0.1% | 3.2 | 38,902 | +1,418 | 2 | — |
| ☆SBUX funds › | STARBUCKS CORP | TRIM | — | 0.8% | +0.0% | 3.2 | 30,850 | -134 | 5 | — |
| ☆CSX funds › | CSX CORP | TRIM | — | 0.8% | +0.0% | 3.1 | 65,977 | -1,258 | 5 | — |
| ☆IMCG funds › | ISHARES TR | TRIM | — | 0.8% | +0.1% | 3.1 | 31,889 | -286 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | TRIM | — | 0.8% | -0.0% | 3.1 | 32,422 | -129 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.8% | -0.1% | 3.1 | 8,797 | -91 | 5 | — |
| ☆NOC funds › | NORTHROP GRUMMAN CORP | ADD | — | 0.8% | -0.4% | 3.1 | 6,022 | +3 | 5 | — |
| ☆BA funds › | BOEING CO | ADD | — | 0.8% | -0.0% | 2.9 | 13,625 | +67 | 5 | — |
| ☆ELV funds › | ELEVANCE HEALTH INC FORMERLY | ADD | — | 0.8% | +0.1% | 2.9 | 7,435 | +12 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.8% | -0.1% | 2.8 | 5,644 | +32 | 5 | — |
| ☆TD funds › | TORONTO DOMINION BK ONT | TRIM | — | 0.7% | +0.1% | 2.8 | 22,912 | -200 | 5 | — |
| ☆PLD funds › | PROLOGIS INC. | ADD | — | 0.7% | -0.1% | 2.6 | 19,394 | +36 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | TRIM | — | 0.7% | +0.0% | 2.6 | 10,418 | -35 | 5 | — |
| ☆JMBS funds › | JANUS DETROIT STR TR | ADD | — | 0.7% | -0.0% | 2.5 | 55,174 | +3,347 | 2 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.6% | -0.0% | 2.4 | 45,906 | -53 | 2 | — |
| ☆RIO funds › | RIO TINTO PLC | ADD | — | 0.6% | -0.1% | 2.4 | 25,447 | +67 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.6% | -0.0% | 2.4 | 9,871 | -90 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.6% | -0.0% | 2.3 | 8,598 | -86 | 5 | — |
| ☆ITA funds › | ISHARES TR | ADD | — | 0.6% | -0.0% | 2.3 | 9,609 | +30 | 5 | — |
| ☆CB funds › | CHUBB LIMITED | TRIM | — | 0.6% | -0.0% | 2.2 | 6,553 | -35 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.6% | -0.2% | 2.1 | 15,293 | -84 | 5 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.5% | +0.0% | 2.0 | 4,686 | -1 | 5 | — |
| ☆IPAC funds › | ISHARES TR | TRIM | — | 0.5% | -0.0% | 1.9 | 23,186 | -57 | 5 | — |
| ☆NSC funds › | NORFOLK SOUTHN CORP | TRIM | — | 0.5% | -0.0% | 1.9 | 6,019 | -45 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 0.5% | -0.1% | 1.8 | 23,722 | -294 | 5 | — |
| ☆CI funds › | THE CIGNA GROUP | TRIM | — | 0.5% | -0.0% | 1.8 | 6,656 | -21 | 5 | — |
| ☆DRI funds › | DARDEN RESTAURANTS INC | ADD | — | 0.4% | -0.0% | 1.7 | 8,133 | +108 | 5 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | ADD | — | 0.4% | -0.0% | 1.6 | 8,219 | +113 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.4% | -0.0% | 1.5 | 2 | +0 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.4% | -0.1% | 1.5 | 5,495 | +44 | 5 | — |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 0.4% | -0.1% | 1.5 | 8,929 | +784 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.4% | -0.0% | 1.4 | 2,766 | -8 | 5 | — |
| ☆FSLR funds › | FIRST SOLAR INC | ADD | — | 0.4% | +0.0% | 1.4 | 5,819 | +412 | 5 | — |
| ☆UCB funds › | UNITED CMNTY BKS BLAIRSVLE G | TRIM | — | 0.4% | -0.0% | 1.4 | 38,793 | -540 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.3% | -0.0% | 1.2 | 12,125 | -97 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 0.3% | -0.0% | 1.2 | 2,262 | -13 | 5 | — |
| ☆FITB funds › | FIFTH THIRD BANCORP | ADD | — | 0.3% | +0.0% | 1.2 | 20,452 | +720 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | TRIM | — | 0.3% | -0.0% | 1.2 | 6,040 | -22 | 5 | — |
| ☆BAB funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.3% | -0.0% | 1.1 | 41,861 | -49 | 5 | — |
| ☆GEHC funds › | GE HEALTHCARE TECHNOLOGIES I | TRIM | — | 0.3% | -0.1% | 1.0 | 16,124 | -9 | 5 | — |
| ☆PSA funds › | PUBLIC STORAGE | TRIM | — | 0.3% | +0.0% | 1.0 | 3,125 | -20 | 5 | — |
| ☆CVS funds › | CVS HEALTH CORP | ADD | — | 0.3% | +0.1% | 1.0 | 9,377 | +157 | 5 | — |
| ☆C funds › | CITIGROUP INC | ADD | — | 0.2% | +0.0% | 0.9 | 6,563 | +146 | 5 | — |
| ☆WFC funds › | WELLS FARGO & CO | HOLD | — | 0.2% | -0.0% | 0.9 | 10,837 | +0 | 5 | — |
| ☆AEP funds › | AMERICAN ELEC PWR CO INC | ADD | — | 0.2% | -0.0% | 0.9 | 6,280 | +101 | 5 | — |
| ☆GM funds › | GENERAL MTRS CO | TRIM | — | 0.2% | -0.0% | 0.8 | 10,621 | -148 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | HOLD | — | 0.2% | -0.1% | 0.8 | 8,780 | +0 | 5 | — |
| ☆AVAV funds › | AEROVIRONMENT INC | ADD | — | 0.2% | -0.0% | 0.8 | 4,716 | +44 | 4 | — |
| ☆GLPI funds › | GAMING & LEISURE P | TRIM | — | 0.2% | -0.0% | 0.8 | 17,089 | -567 | 5 | — |
| ☆FDX funds › | FEDEX CORP | ADD | — | 0.2% | -0.1% | 0.8 | 2,410 | +16 | 5 | — |
| ☆NHI funds › | NATIONAL HEALTH INVS INC | HOLD | — | 0.2% | -0.0% | 0.7 | 9,340 | +0 | 5 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.2% | -0.2% | 0.7 | 2,576 | -8 | 5 | — |
| ☆EA funds › | ELECTRONIC ARTS INC | TRIM | — | 0.2% | -0.0% | 0.7 | 3,274 | -110 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | HOLD | — | 0.2% | -0.0% | 0.7 | 11,527 | +0 | 5 | — |
| ☆FDT funds › | FIRST TR EXCH TRD ALPHDX FD | TRIM | — | 0.2% | -0.0% | 0.7 | 6,907 | -68 | 3 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | HOLD | — | 0.2% | -0.0% | 0.6 | 12,811 | +0 | 5 | — |
| ☆O funds › | REALTY INCOME CORP | TRIM | — | 0.2% | -0.0% | 0.6 | 9,896 | -85 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | ADD | — | 0.2% | -0.0% | 0.6 | 6,424 | +12 | 5 | — |
| ☆AWK funds › | AMERICAN WTR WKS CO INC NEW | TRIM | — | 0.1% | -0.0% | 0.5 | 3,705 | -97 | 5 | — |
| ☆LMBS funds › | FIRST TR EXCHANGE-TRADED FD | HOLD | — | 0.1% | -0.0% | 0.4 | 8,513 | +0 | 5 | — |
| ☆TSCO funds › | TRACTOR SUPPLY CO | TRIM | — | 0.1% | -0.1% | 0.4 | 13,060 | -4,630 | 5 | — |
| ☆IWS funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 2,374 | +0 | 5 | — |
| ☆UPS funds › | UNITED PARCEL SVCS INC | HOLD | — | 0.1% | -0.0% | 0.4 | 3,504 | +0 | 5 | — |
| ☆WPC funds › | WP CAREY INC | ADD | — | 0.1% | -0.0% | 0.4 | 5,157 | +98 | 5 | — |
| ☆STLD funds › | STEEL DYNAMICS INC | TRIM | — | 0.1% | +0.0% | 0.4 | 1,600 | -5 | 5 | — |
| ☆KR funds › | KROGER CO | ADD | — | 0.1% | -0.0% | 0.4 | 6,402 | +631 | 5 | — |
| ☆RBLX funds › | ROBLOX CORP | ADD | — | 0.1% | -0.0% | 0.3 | 6,212 | +107 | 5 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.1% | -0.0% | 0.3 | 2,607 | +0 | 5 | — |
| ☆ROL funds › | ROLLINS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 7,200 | +0 | 5 | — |
| ☆SDY funds › | SPDR SERIES TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 1,940 | +0 | 5 | — |
| ☆TFC funds › | TRUIST FINL CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 5,870 | +0 | 5 | — |
| ☆LMAT funds › | LEMAITRE VASCULAR INC | HOLD | — | 0.1% | -0.0% | 0.3 | 3,000 | +0 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.1% | -0.0% | 0.3 | 2,290 | -51 | 5 | — |
| ☆AMT funds › | AMERICAN TOWER CORP | HOLD | — | 0.1% | -0.0% | 0.2 | 1,487 | +0 | 5 | — |
| ☆DAL funds › | DELTA AIR LINES INC | NEW | — | 0.1% | +0.1% | 0.2 | 2,595 | +2,595 | 1 | — |
| ☆BLDR funds › | BUILDERS FIRSTSOURCE INC | NEW | — | 0.1% | +0.1% | 0.2 | 2,495 | +2,495 | 1 | — |
| ☆VLO funds › | VALERO ENERGY CORP | NEW | — | 0.1% | +0.1% | 0.2 | 848 | +848 | 1 | — |
| ☆ILCG funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,886 | +1,886 | 1 | — |
| ☆PAYX funds › | PAYCHEX INC | HOLD | — | 0.1% | -0.0% | 0.2 | 2,210 | +0 | 5 | — |
| ☆NVO funds › | NOVO-NORDISK A S | TRIM | — | 0.1% | -0.0% | 0.2 | 4,417 | -1,416 | 5 | — |
| ☆ED funds › | CONSOLIDATED EDISON INC | HOLD | — | 0.1% | -0.0% | 0.2 | 1,875 | +0 | 2 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -963 | 0 | — |
| ☆FTSL funds › | FIRST TR EXCHANGE-TRADED FD | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,688 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,363 | 0 | — |
| ☆XLB funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -4,443 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 375 | 124 | 0.07 | 28% | 0.016 | 0.281 | — | in |
| 2026Q1 | 333 | 124 | 0.07 | 24% | 0.014 | 0.242 | — | in |
| 2025Q4 | 334 | 121 | 0.04 | 25% | 0.015 | 0.257 | — | in |
| 2025Q3 | 327 | 122 | 0.04 | 24% | 0.014 | 0.257 | — | in |
| 2025Q2 | 308 | 121 | 0.06 | 23% | 0.014 | 0.250 | — | entered |
| 2025Q1 | 291 | 120 | 0.00 | 23% | 0.014 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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