Fund Universe

Gradient Capital Advisors, LLC

CIK 0001727917 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.443
AUM ($M)
432
Positions
179
Turnover
0.04
Top-10 wt
36%
Herfindahl
0.023
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 186 positions · portfolio value $432M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
IVV funds › ISHARES CORE S&P 500 ETF TRIM 9.1% +0.1% 39.2 52,370 -520 5
AAPL funds › APPLE INC COM TRIM 4.8% +0.1% 20.6 71,073 -529 5
SPDW funds › STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF TRIM 3.6% -0.1% 15.6 309,462 -5,606 5
VCSH funds › VANGUARD SHORT-TERM CORPORATE BOND ETF ADD 3.3% -0.3% 14.2 180,069 +3,888 5
DFGP funds › DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF ADD 3.0% -0.1% 12.8 234,833 +17,831 5
DFSD funds › DIMENSIONAL SHORT-DURATION FIXED INCOME ETF ADD 2.8% -0.1% 12.3 257,184 +23,489 5
SCHF funds › SCHWAB INTERNATIONAL EQUITY ETF TRIM 2.7% -0.1% 11.8 424,587 -10,561 5
SCHM funds › SCHWAB U.S. MID-CAP ETF TRIM 2.6% +0.1% 11.1 300,477 -9,213 5
DFAT funds › DIMENSIONAL U.S. TARGETED VALUE ETF TRIM 2.2% -0.1% 9.4 134,622 -3,918 5
GOOGL funds › ALPHABET INC CAP STK CL A ADD 2.2% +0.3% 9.4 26,189 +1,116 5
DFEM funds › DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF TRIM 2.1% +0.0% 9.0 222,157 -7,323 5
VV funds › VANGUARD LARGE-CAP ETF TRIM 2.0% +0.0% 8.5 24,826 -387 5
VTIP funds › VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF ADD 2.0% -0.1% 8.5 169,781 +7,901 5
VEA funds › VANGUARD FTSE DEVELOPED MARKETS ETF TRIM 1.9% -0.0% 8.1 114,282 -679 5
DFSV funds › DIMENSIONAL US SMALL CAP VALUE ETF ADD 1.9% +0.0% 8.1 209,792 +6,198 5
SCHX funds › SCHWAB U.S. LARGE-CAP ETF TRIM 1.8% +0.0% 7.6 259,820 -1,352 5
JPM funds › JPMORGAN CHASE & CO COM ADD 1.7% -0.0% 7.4 22,691 +19 5
DFUV funds › DIMENSIONAL US MARKETWIDE VALUE ETF TRIM 1.6% +0.0% 6.9 124,809 -1,110 5
LRCX funds › LAM RESEARCH CORP COM NEW TRIM 1.6% +0.4% 6.8 15,624 -4,983 5
NVDA funds › NVIDIA CORPORATION COM TRIM 1.5% +0.0% 6.5 32,307 -200 5
DFAR funds › DIMENSIONAL US REAL ESTATE ETF ADD 1.3% +0.0% 5.7 219,228 +5,031 5
TSLA funds › TESLA INC COM TRIM 1.3% -0.0% 5.5 13,172 -430 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD 1.3% +0.1% 5.5 11,052 +1,311 5
JPST funds › JPMORGAN ULTRA-SHORT INCOME ETF ADD 1.3% -0.1% 5.5 108,737 +4,481 5
DFAX funds › DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ADD 1.3% -0.0% 5.4 147,029 +3,131 5
DFLV funds › DIMENSIONAL US LARGE CAP VALUE ETF ADD 1.2% +0.0% 5.3 133,859 +5,203 5
MSFT funds › MICROSOFT CORP COM TRIM 1.2% -0.2% 5.1 13,695 -321 5
VOO funds › VANGUARD S&P 500 ETF TRIM 1.1% +0.0% 4.8 7,019 -8 5
VXUS funds › VANGUARD TOTAL INTERNATIONAL STOCK ETF ADD 1.1% -0.0% 4.8 56,214 +323 5
SCHD funds › SCHWAB US DIVIDEND EQUITY ETF TRIM 1.1% -0.1% 4.7 147,747 -1,256 5
IGSB funds › ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF ADD 1.1% -0.1% 4.6 87,994 +2,432 5
VO funds › VANGUARD MID-CAP ETF ADD 1.0% -0.0% 4.4 55,041 +40,726 5
EMXC funds › ISHARES MSCI EMERGING MARKETS EX CHINA ETF ADD 1.0% +0.2% 4.1 40,505 +2,652 2
AVGO funds › BROADCOM INC COM TRIM 0.9% +0.1% 4.1 10,801 -330 5
VB funds › VANGUARD SMALL-CAP ETF TRIM 0.9% +0.0% 3.9 12,790 -150 5
VNQI funds › VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF ADD 0.9% -0.0% 3.9 86,245 +4,216 5
DISV funds › DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF ADD 0.9% -0.1% 3.7 91,739 +444 5
GLD funds › SPDR GOLD SHARES ADD 0.8% -0.2% 3.6 9,846 +400 5
VUG funds › VANGUARD GROWTH ETF ADD 0.8% -0.0% 3.5 40,643 +33,402 5
META funds › META PLATFORMS INC CL A TRIM 0.8% -0.1% 3.5 6,195 -198 5
CSCO funds › CISCO SYS INC COM ADD 0.7% +0.2% 2.9 24,408 +100 5
TSM funds › TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS ADD 0.7% +0.1% 2.9 5,974 +106 5
AMD funds › ADVANCED MICRO DEVICES INC COM TRIM 0.6% +0.4% 2.8 4,766 -144 5
BILS funds › STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF ADD 0.6% +0.0% 2.6 26,335 +4,242 5
VTV funds › VANGUARD VALUE ETF ADD 0.6% +0.0% 2.5 11,486 +219 5
AMZN funds › AMAZON COM INC COM TRIM 0.5% +0.0% 2.3 9,845 -132 5
VBR funds › VANGUARD SMALL CAP VALUE ETF TRIM 0.5% -0.0% 2.3 9,495 -383 5
DFAE funds › DIMENSIONAL EMERGING CORE EQUITY MARKET ETF TRIM 0.5% +0.0% 2.3 56,704 -2,044 5
AVMC funds › AVANTIS U.S. MID CAP EQUITY ETF ADD 0.5% +0.1% 2.2 27,007 +4,231 5
AVDV funds › AVANTIS INTERNATIONAL SMALL CAP VALUE ETF TRIM 0.5% -0.1% 2.1 20,796 -693 5
GLDM funds › SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST TRIM 0.5% -0.2% 2.0 25,547 -336 5
SCHB funds › SCHWAB U.S. BROAD MARKET ETF ADD 0.5% +0.0% 2.0 69,938 +388 5
WPC funds › WP CAREY INC COM TRIM 0.5% -0.0% 2.0 27,790 -135 5
BNY funds › BANK OF NY MELLON CORP COM TRIM 0.4% +0.0% 1.9 13,347 -48 4
VNQ funds › VANGUARD REAL ESTATE ETF ADD 0.4% -0.0% 1.8 19,152 +21 5
VEU funds › VANGUARD FTSE ALL-WORLD EX-US INDEX FUND TRIM 0.4% -0.0% 1.7 20,332 -507 5
IWM funds › ISHARES RUSSELL 2000 ETF HOLD 0.4% +0.0% 1.7 5,584 +0 5
AVUV funds › AVANTIS U.S. SMALL CAP VALUE ETF TRIM 0.4% -0.0% 1.6 12,667 -314 5
CVX funds › CHEVRON CORPORATION COM ADD 0.4% -0.1% 1.5 9,282 +40 5
SGOV funds › ISHARES 0-3 MONTH TREASURY BOND ETF ADD 0.4% +0.1% 1.5 15,154 +5,294 3
VTI funds › VANGUARD TOTAL STOCK MARKET ETF ADD 0.4% +0.0% 1.5 4,113 +18 5
SCHA funds › SCHWAB U.S. SMALL-CAP ETF TRIM 0.3% -0.0% 1.4 39,787 -4,694 5
JNJ funds › JOHNSON & JOHNSON COM TRIM 0.3% -0.0% 1.4 5,325 -64 5
SCHV funds › SCHWAB U.S. LARGE-CAP VALUE ETF TRIM 0.3% -0.0% 1.3 37,645 -1,503 5
SLV funds › ISHARES SILVER TRUST TRIM 0.3% -0.1% 1.3 23,579 -320 5
MU funds › MICRON TECHNOLOGY INC COM TRIM 0.3% +0.2% 1.2 1,053 -16 2
DFAC funds › DIMENSIONAL U.S. CORE EQUITY 2 ETF ADD 0.3% +0.0% 1.2 26,013 +489 5
AMGN funds › AMGEN INC COM ADD 0.3% -0.0% 1.1 3,097 +1 5
BAC funds › BANK OF AMER CORP COM TRIM 0.3% -0.0% 1.1 19,534 -2,163 5
CAT funds › CATERPILLAR INC COM TRIM 0.3% +0.1% 1.1 1,044 -12 5
INTC funds › INTEL CORP COM TRIM 0.3% +0.2% 1.1 7,938 -1,363 5
VIG funds › VANGUARD DIVIDEND APPRECIATION ETF TRIM 0.3% -0.0% 1.1 4,680 -246 5
FEZ funds › STATE STREET SPDR EURO STOXX 50 ETF TRIM 0.2% -0.0% 1.0 15,216 -269 5
QQQ funds › INVESCO QQQ TRUST SERIES I TRIM 0.2% +0.0% 1.0 1,356 -30 5
GOOG funds › ALPHABET INC CAP STK CL C TRIM 0.2% +0.0% 1.0 2,775 -44 5
XLP funds › STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF ADD 0.2% -0.0% 0.9 11,377 +322 5
SCHH funds › SCHWAB U.S. REIT ETF ADD 0.2% -0.0% 0.9 39,899 +18 5
QCOM funds › QUALCOMM INC COM TRIM 0.2% +0.0% 0.9 4,978 -119 5
IJR funds › ISHARES CORE S&P SMALL CAP ETF TRIM 0.2% +0.0% 0.9 6,134 -195 5
COST funds › COSTCO WHOLESALE CORPORATION COM ADD 0.2% -0.0% 0.9 959 +18 5
LMT funds › LOCKHEED MARTIN CORP COM TRIM 0.2% -0.1% 0.9 1,725 -8 5
V funds › VISA INC COM CL A TRIM 0.2% -0.0% 0.9 2,535 -94 5
IBDX funds › ISHARES IBONDS DEC 2032 TERM CORPORATE ETF HOLD 0.2% -0.0% 0.9 34,329 +0 5
BSV funds › VANGUARD SHORT-TERM BOND ETF ADD 0.2% -0.0% 0.9 10,982 +88 5
VHT funds › VANGUARD HEALTH CARE ETF ADD 0.2% +0.0% 0.9 2,856 +137 5
IBDW funds › ISHARES IBONDS DEC 2031 TERM CORPORATE ETF HOLD 0.2% -0.0% 0.9 40,801 +0 5
VYM funds › VANGUARD HIGH DIVIDEND YIELD INDEX ETF ADD 0.2% -0.0% 0.8 5,309 +2 5
DFIC funds › DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF TRIM 0.2% -0.0% 0.8 21,435 -1,527 5
HD funds › HOME DEPOT INC COM TRIM 0.2% -0.0% 0.8 2,212 -153 5
IVW funds › ISHARES S&P 500 GROWTH ETF HOLD 0.2% +0.0% 0.7 5,352 +0 5
SCHZ funds › SCHWAB US AGGREGATE BOND ETF ADD 0.2% -0.0% 0.7 31,330 +1,584 5
VWO funds › VANGUARD FTSE EMERGING MARKETS ETF TRIM 0.2% -0.0% 0.7 11,014 -417 5
IBDV funds › ISHARES IBONDS DEC 2030 TERM CORPORATE ETF HOLD 0.2% -0.0% 0.7 29,999 +0 5
DFAI funds › DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF HOLD 0.1% -0.0% 0.6 15,599 +0 5
IEFA funds › ISHARES CORE MSCI EAFE ETF TRIM 0.1% -0.0% 0.6 6,272 -100 5
AMAT funds › APPLIED MATLS INC COM TRIM 0.1% +0.1% 0.6 802 -17 3
SPSB funds › STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF TRIM 0.1% -0.0% 0.6 19,313 -119 5
FEOE funds › FIRST EAGLE OVERSEAS EQUITY ETF ADD 0.1% +0.0% 0.6 10,796 +3,436 2
IVE funds › ISHARES S&P 500 VALUE ETF HOLD 0.1% -0.0% 0.6 2,523 +0 5
SPY funds › STATE STREET SPDR S&P 500 ETF TRIM 0.1% -0.0% 0.6 752 -66 5
VUSB funds › VANGUARD ULTRA-SHORT BOND ETF ADD 0.1% -0.0% 0.6 11,131 +256 5
JMST funds › JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF ADD 0.1% -0.0% 0.6 10,859 +739 5
SCHP funds › SCHWAB US TIPS ETF ADD 0.1% -0.0% 0.5 20,727 +24 5
NFLX funds › NETFLIX INC. COM ADD 0.1% -0.0% 0.5 7,576 +871 5
LQD funds › ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF TRIM 0.1% -0.0% 0.5 4,864 -84 5
EWJV funds › ISHARES MSCI JAPAN VALUE ETF ADD 0.1% +0.0% 0.5 12,013 +1,672 2
SCHE funds › SCHWAB EMERGING MARKETS EQUITY ETF TRIM 0.1% -0.0% 0.5 14,300 -100 5
BX funds › BLACKSTONE INC COM HOLD 0.1% -0.0% 0.5 4,390 +0 5
IBDZ funds › ISHARES IBONDS DEC 2034 TERM CORPORATE ETF ADD 0.1% -0.0% 0.5 19,518 +1,532 5
EFA funds › ISHARES MSCI EAFE ETF HOLD 0.1% -0.0% 0.5 4,885 +0 5
XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW 0.1% +0.1% 0.5 3,698 +3,698 1
AGG funds › ISHARES CORE U.S. AGGREGATE BOND ETF ADD 0.1% -0.0% 0.5 5,107 +130 5
IBM funds › INTERNATIONAL BUSINESS MACHS COM TRIM 0.1% -0.0% 0.5 1,744 -274 5
IBDU funds › ISHARES IBONDS DEC 2029 TERM CORPORATE ETF HOLD 0.1% -0.0% 0.5 21,086 +0 5
PANW funds › PALO ALTO NETWORKS INC COM ADD 0.1% +0.1% 0.5 1,340 +15 5
XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF ADD 0.1% +0.0% 0.5 8,553 +3,019 5
SPLV funds › INVESCO S&P 500 LOW VOLATILITY ETF ADD 0.1% -0.0% 0.5 6,014 +67 5
DTD funds › WISDOMTREE U.S. TOTAL DIVIDEND FUND TRIM 0.1% -0.0% 0.4 4,774 -41 5
IYW funds › ISHARES U.S. TECHNOLOGY ETF HOLD 0.1% +0.0% 0.4 1,760 +0 5
WFC funds › WELLS FARGO & CO COM TRIM 0.1% -0.0% 0.4 5,338 -693 5
DFUS funds › DIMENSIONAL U.S. EQUITY MARKET ETF TRIM 0.1% +0.0% 0.4 5,353 -11 5
IBDY funds › ISHARES IBONDS DEC 2033 TERM CORPORATE ETF ADD 0.1% -0.0% 0.4 16,915 +582 5
BLK funds › BLACKROCK INC COM ADD 0.1% -0.0% 0.4 440 +1 5
IJH funds › ISHARES CORE S&P MID-CAP ETF HOLD 0.1% +0.0% 0.4 5,460 +0 5
SPTM funds › STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF TRIM 0.1% +0.0% 0.4 4,560 -55 5
BSMV funds › INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF HOLD 0.1% -0.0% 0.4 19,704 +0 5
SBUX funds › STARBUCKS CORP COM ADD 0.1% +0.0% 0.4 3,970 +6 5
BA funds › BOEING CO COM ADD 0.1% -0.0% 0.4 1,768 +23 5
XLF funds › STATE STREET FINANCIAL SELECT SECTOR SPDR ETF ADD 0.1% -0.0% 0.4 6,896 +1 5
GS funds › GOLDMAN SACHS GROUP INC COM HOLD 0.1% +0.0% 0.4 361 +0 5
AVLV funds › AVANTIS U.S. LARGE CAP VALUE ETF ADD 0.1% +0.0% 0.4 3,963 +71 5
XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF HOLD 0.1% +0.0% 0.4 1,868 +0 4
ABBV funds › ABBVIE INC COM ADD 0.1% +0.0% 0.4 1,411 +1 5
FEGE funds › FIRST EAGLE GLOBAL EQUITY ETF NEW 0.1% +0.1% 0.3 6,829 +6,829 1
CFG funds › CITIZENS FINL GROUP INC COM HOLD 0.1% +0.0% 0.3 4,575 +0 3
IBDS funds › ISHARES IBONDS DEC 2027 TERM CORPORATE ETF HOLD 0.1% -0.0% 0.3 13,020 +0 5
DFCA funds › DIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF ADD 0.1% +0.0% 0.3 6,254 +868 5
GHY funds › PGIM GLOBAL HIGH YIELD FD FORM COM HOLD 0.1% -0.0% 0.3 25,764 +0 5
WMT funds › WALMART INC COM ADD 0.1% -0.0% 0.3 2,737 +2 5
INTU funds › INTUIT COM ADD 0.1% -0.0% 0.3 1,176 +244 5
ORCL funds › ORACLE CORP COM ADD 0.1% -0.0% 0.3 2,092 +3 5
IWC funds › ISHARES MICRO-CAP ETF HOLD 0.1% +0.0% 0.3 1,510 +0 4
FDX funds › FEDEX CORP COM TRIM 0.1% -0.0% 0.3 961 -4 5
IBDR funds › ISHARES IBONDS DEC 2026 TERM CORPORATE ETF HOLD 0.1% -0.0% 0.3 12,312 +0 5
SCHO funds › SCHWAB SHORT-TERM US TREASURY ETF ADD 0.1% -0.0% 0.3 11,954 +581 5
NEM funds › NEWMONT CORP COM TRIM 0.1% -0.0% 0.3 3,088 -183 3
DIS funds › DISNEY WALT CO COM HOLD 0.1% -0.0% 0.3 2,964 +0 5
ICF funds › ISHARES SELECT U.S. REIT ETF HOLD 0.1% -0.0% 0.3 4,120 +0 5
XLU funds › STATE STREET UTILITIES SELECT SECTOR SPDR ETF HOLD 0.1% -0.0% 0.3 6,096 +0 5
CRWD funds › CROWDSTRIKE HLDGS INC CL A NEW 0.1% +0.1% 0.3 362 +362 1
KRE funds › STATE STREET SPDR S&P REGIONAL BANKING ETF HOLD 0.1% +0.0% 0.3 3,680 +0 4
DGCB funds › DIMENSIONAL GLOBAL CREDIT ETF HOLD 0.1% -0.0% 0.3 4,961 +0 3
SJNK funds › STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF HOLD 0.1% -0.0% 0.3 10,460 +0 5
PG funds › PROCTER & GAMBLE CO COM HOLD 0.1% -0.0% 0.3 1,781 +0 5
VYMI funds › VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF HOLD 0.1% -0.0% 0.3 2,558 +0 5
DIA funds › STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ADD 0.1% +0.0% 0.2 475 +12 5
YUM funds › YUM BRANDS INC COM HOLD 0.1% -0.0% 0.2 1,525 +0 5
DFAU funds › DIMENSIONAL US CORE EQUITY MARKET ETF TRIM 0.1% -0.0% 0.2 4,676 -347 3
IBDT funds › ISHARES IBONDS DEC 2028 TERM CORPORATE ETF HOLD 0.1% -0.0% 0.2 9,532 +0 5
REGN funds › REGENERON PHARMACEUTICALS COM HOLD 0.1% -0.0% 0.2 384 +0 5
RTX funds › RTX CORPORATION COM HOLD 0.1% -0.0% 0.2 1,256 +0 4
MAR funds › MARRIOTT INTL INC NEW CL A HOLD 0.1% +0.0% 0.2 638 +0 3
AXP funds › AMERICAN EXPRESS CO COM ADD 0.1% +0.0% 0.2 697 +1 5
BUFR funds › FT VEST LADDERED BUFFER ETF HOLD 0.1% -0.0% 0.2 6,382 +0 3
TJX funds › TJX COS INC NEW COM HOLD 0.1% -0.0% 0.2 1,497 +0 4
GEV funds › GE VERNOVA INC COM NEW 0.1% +0.1% 0.2 193 +193 1
TIP funds › ISHARES TIPS BOND ETF HOLD 0.1% -0.0% 0.2 2,070 +0 5
IBCA funds › ISHARES IBONDS DEC 2035 TERM CORPORATE ETF NEW 0.1% +0.1% 0.2 8,733 +8,733 1
DE funds › DEERE & CO COM NEW 0.1% +0.1% 0.2 350 +350 1
IGIB funds › ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF HOLD 0.1% -0.0% 0.2 4,141 +0 5
JSCP funds › JPMORGAN SHORT DURATION CORE PLUS ETF ADD 0.0% -0.0% 0.2 4,478 +183 5
STIP funds › ISHARES 0-5 YEAR TIPS BOND ETF NEW 0.0% +0.0% 0.2 2,058 +2,058 1
SO funds › SOUTHERN CO COM ADD 0.0% -0.0% 0.2 2,166 +2 2
NXPI funds › NXP SEMICONDUCTORS N V COM NEW 0.0% +0.0% 0.2 733 +733 1
BSMU funds › INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF HOLD 0.0% -0.0% 0.2 9,381 +0 5
VCIT funds › VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ADD 0.0% -0.0% 0.2 2,479 +2 2
BSCT funds › INVESCO BULLETSHARES 2029 CORPORATE BOND ETF NEW 0.0% +0.0% 0.2 10,448 +10,448 1
HYFT funds › MINDWALK HOLDINGS CORP COM HOLD 0.0% +0.0% 0.0 26,551 +0 4
URG funds › UR-ENERGY INC COM HOLD 0.0% -0.0% 0.0 10,000 +0 5
CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT 0.0% -0.2% 0.0 0 -3,696 0
ACN funds › ACCENTURE PLC IRELAND SHS CLASS A EXIT 0.0% -0.1% 0.0 0 -1,219 0
OFIX funds › ORTHOFIX MED INC COM EXIT 0.0% -0.0% 0.0 0 -10,004 0
CEG funds › CONSTELLATION ENERGY CORP COM EXIT 0.0% -0.1% 0.0 0 -1,096 0
CRM funds › SALESFORCE INC COM EXIT 0.0% -0.1% 0.0 0 -1,264 0
PLTR funds › PALANTIR TECHNOLOGIES INC CL A EXIT 0.0% -0.1% 0.0 0 -1,693 0
PFE funds › PFIZER INC COM EXIT 0.0% -0.1% 0.0 0 -10,356 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 432 179 0.04 36% 0.023 0.441 in
2026Q1 386 177 0.04 37% 0.023 0.428 in
2025Q4 388 174 0.04 36% 0.024 0.381 in
2025Q3 373 167 0.04 36% 0.024 0.384 in
2025Q2 339 162 0.06 37% 0.025 0.391 entered
2025Q1 306 155 0.00 39% 0.026 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