☆Watchman Group, Inc.
Quality Q
0.675
AUM ($M)
447
Positions
73
Turnover
0.05
Top-10 wt
61%
Herfindahl
0.048
History (qtrs)
6
Excess Return
—
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Holdings · 78 positions · portfolio value $447M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MTBA funds › | SIMPLIFY EXCHANGE TRADED FUN | ADD | — | 9.9% | -0.6% | 44.3 | 902,254 | +24,379 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 9.1% | +0.6% | 40.7 | 916,418 | +10,031 | 5 | — |
| ☆TMSL funds › | T ROWE PRICE EXCHANGE-TRADED | ADD | — | 8.0% | +0.8% | 35.7 | 813,692 | +2,420 | 5 | — |
| ☆VSLU funds › | ETF OPPORTUNITIES TRUST | ADD | — | 7.7% | +0.5% | 34.6 | 748,065 | +29,007 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.7% | +0.2% | 30.2 | 431,658 | +1,149 | 5 | — |
| ☆TLH funds › | ISHARES TR | ADD | — | 6.2% | -0.4% | 27.6 | 275,011 | +3,974 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 4.7% | -0.2% | 21.0 | 460,856 | +18,413 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 3.6% | -0.1% | 16.1 | 433,264 | +535 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | TRIM | — | 2.7% | -0.1% | 12.0 | 295,106 | -35,130 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | ADD | — | 2.3% | +0.1% | 10.2 | 114,677 | +7,709 | 3 | — |
| ☆FRDM funds › | EA SERIES TRUST | TRIM | — | 2.0% | -0.2% | 9.1 | 125,414 | -45,779 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 2.0% | +0.2% | 8.9 | 25,329 | -406 | 5 | — |
| ☆SGOV funds › | ISHARES TR | ADD | — | 1.8% | +0.1% | 7.9 | 78,114 | +11,278 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 1.7% | +0.4% | 7.8 | 44,073 | -1,280 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 1.7% | -0.0% | 7.5 | 15,058 | +128 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 1.5% | +0.2% | 6.9 | 19,319 | -425 | 5 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 1.5% | +0.1% | 6.7 | 16,045 | -57 | 5 | — |
| ☆V funds › | VISA INC | ADD | — | 1.1% | +0.1% | 5.1 | 14,968 | +343 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.1% | -0.1% | 5.1 | 13,547 | +20 | 5 | — |
| ☆WAB funds › | WABTEC | TRIM | — | 1.1% | -0.1% | 5.0 | 18,552 | -1,336 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.1% | +0.1% | 4.8 | 20,308 | +358 | 5 | — |
| ☆CVCO funds › | CAVCO INDS INC DEL | ADD | — | 1.1% | +0.2% | 4.8 | 7,788 | +108 | 5 | — |
| ☆CSL funds › | CARLISLE COS INC | TRIM | — | 1.1% | +0.0% | 4.8 | 13,114 | -23 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 1.1% | -0.1% | 4.7 | 15,027 | -131 | 5 | — |
| ☆DHI funds › | D R HORTON INC | TRIM | — | 1.0% | +0.1% | 4.4 | 27,110 | -30 | 5 | — |
| ☆MKL funds › | MARKEL GROUP INC | ADD | — | 1.0% | -0.1% | 4.3 | 2,216 | +3 | 5 | — |
| ☆PCAR funds › | PACCAR INC | TRIM | — | 1.0% | -0.0% | 4.3 | 35,820 | -298 | 5 | — |
| ☆GD funds › | GENERAL DYNAMICS CORP | TRIM | — | 0.9% | -0.1% | 4.2 | 11,986 | -1,077 | 5 | — |
| ☆TPL funds › | TEXAS PACIFIC LAND CORPORATI | ADD | — | 0.9% | -0.1% | 4.2 | 9,634 | +140 | 5 | — |
| ☆CAVA funds › | CAVA GROUP INC | TRIM | — | 0.9% | -0.2% | 4.0 | 51,413 | -2,647 | 3 | — |
| ☆NXPI funds › | NXP SEMICONDUCTORS N V | TRIM | — | 0.9% | +0.1% | 4.0 | 14,089 | -1,505 | 5 | — |
| ☆UFPI funds › | UFP INDUSTRIES INC | ADD | — | 0.8% | -0.0% | 3.7 | 40,846 | +2,902 | 5 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 0.8% | +0.1% | 3.6 | 5,092 | -223 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.8% | -0.1% | 3.6 | 49,490 | +99 | 5 | — |
| ☆A funds › | AGILENT TECHNOLOGIES INC | ADD | — | 0.8% | +0.1% | 3.5 | 26,562 | +687 | 4 | — |
| ☆FFIN funds › | FIRST FINL BANKSHARES INC | TRIM | — | 0.7% | +0.1% | 3.3 | 95,256 | -288 | 4 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.7% | -0.1% | 3.2 | 14,644 | -150 | 5 | — |
| ☆SFBS funds › | SERVISFIRST BANCSHARES INC | ADD | — | 0.7% | +0.1% | 3.0 | 34,939 | +1,998 | 4 | — |
| ☆EMTL funds › | SSGA ACTIVE TR | ADD | — | 0.6% | -0.0% | 2.9 | 67,996 | +1,473 | 5 | — |
| ☆NOW funds › | SERVICENOW INC | NEW | — | 0.6% | +0.6% | 2.9 | 28,809 | +28,809 | 1 | — |
| ☆IUSG funds › | ISHARES TR | TRIM | — | 0.6% | +0.1% | 2.8 | 15,069 | -237 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 0.6% | -0.1% | 2.8 | 22,684 | +7,581 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.5% | -0.2% | 2.4 | 4,293 | -798 | 5 | — |
| ☆NVR funds › | NVR INC | TRIM | — | 0.4% | -0.2% | 1.9 | 274 | -101 | 5 | — |
| ☆INTU funds › | INTUIT | TRIM | — | 0.4% | -0.4% | 1.8 | 6,924 | -296 | 5 | — |
| ☆IJK funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 1.5 | 12,426 | -111 | 5 | — |
| ☆USFR funds › | WISDOMTREE TR | TRIM | — | 0.3% | -0.1% | 1.2 | 23,339 | -4,486 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.3% | -0.2% | 1.1 | 14,664 | -15,536 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.2% | +0.0% | 0.9 | 1,370 | -21 | 5 | — |
| ☆WMT funds › | WALMART INC | HOLD | — | 0.2% | -0.0% | 0.9 | 7,883 | +0 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.2% | +0.0% | 0.7 | 2,428 | -64 | 5 | — |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | HOLD | — | 0.1% | +0.0% | 0.7 | 1,250 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | ADD | — | 0.1% | +0.0% | 0.6 | 5,254 | +149 | 5 | — |
| ☆CUSIP:754198109 funds › | RAVE RESTAURANT GROUP INC | HOLD | — | 0.1% | +0.0% | 0.6 | 182,800 | +0 | 5 | — |
| ☆IHI funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.6 | 11,380 | +0 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | HOLD | — | 0.1% | +0.0% | 0.5 | 7,458 | +0 | 5 | — |
| ☆AFL funds › | AFLAC INC | HOLD | Common Stock | 0.1% | -0.0% | 0.5 | 4,385 | +0 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.1% | -0.0% | 0.5 | 1,968 | +30 | 5 | — |
| ☆IVV funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.5 | 653 | +0 | 5 | — |
| ☆VRSK funds › | VERISK ANALYTICS INC | HOLD | — | 0.1% | -0.0% | 0.4 | 2,155 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.1% | +0.0% | 0.4 | 1,897 | -13 | 5 | — |
| ☆CTA funds › | SIMPLIFY EXCHANGE TRADED FUN | NEW | — | 0.1% | +0.1% | 0.4 | 14,589 | +14,589 | 1 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.1% | -0.0% | 0.3 | 4,056 | -252 | 5 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.3 | 1,357 | -40 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 2,293 | +0 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 0.1% | -0.0% | 0.3 | 3,802 | +270 | 5 | — |
| ☆YUM funds › | YUM BRANDS INC | ADD | — | 0.1% | -0.0% | 0.3 | 1,776 | +20 | 5 | — |
| ☆IBIT funds › | ISHARES BITCOIN TRUST ETF | NEW | — | 0.1% | +0.1% | 0.2 | 7,427 | +7,427 | 1 | — |
| ☆EFG funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,983 | -64 | 5 | — |
| ☆BKLC funds › | BNY MELLON ETF TRUST | NEW | — | 0.1% | +0.1% | 0.2 | 1,653 | +1,653 | 1 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.2 | 875 | +19 | 5 | — |
| ☆IUSV funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.2 | 2,138 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.0% | +0.0% | 0.2 | 288 | +288 | 1 | — |
| ☆HD funds › | HOME DEPOT INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -680 | 0 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -749 | 0 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -14,062 | 0 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,088 | 0 | — |
| ☆CUSIP:46091J101 funds › | INVESCO GALAXY BITCOIN ETF | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -6,210 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 447 | 73 | 0.05 | 61% | 0.048 | 0.673 | — | in |
| 2026Q1 | 413 | 73 | 0.06 | 60% | 0.047 | 0.643 | — | in |
| 2025Q4 | 419 | 77 | 0.06 | 58% | 0.044 | 0.589 | — | in |
| 2025Q3 | 413 | 78 | 0.05 | 56% | 0.042 | 0.589 | — | in |
| 2025Q2 | 384 | 77 | 0.13 | 57% | 0.043 | 0.464 | — | entered |
| 2025Q1 | 357 | 80 | 0.00 | 54% | 0.039 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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