Fund Universe

Heritage Financial Services, LLC

CIK 0001752035 · holdings for 2025Q4 (change vs 2025Q3) · in signal universe
Quality Q
0.933
AUM ($M)
1,198
Positions
126
Turnover
0.04
Top-10 wt
89%
Herfindahl
0.158
History (qtrs)
4
Excess Return

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Quarter
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Security type

Holdings · 140 positions · portfolio value $1,198M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
VGIT funds › VANGUARD SCOTTSDALE FDS ADD 26.0% +2.2% 311.8 5,202,760 +793,311 3
IDEV funds › ISHARES TR ADD 22.6% -0.6% 270.4 3,278,313 +56,256 3
DFAC funds › DIMENSIONAL ETF TRUST TRIM 14.9% -1.1% 179.0 4,520,404 -100,620 3
JPIE funds › J P MORGAN EXCHANGE TRADED F ADD 11.0% +1.4% 131.9 2,848,628 +543,246 3
DFEM funds › DIMENSIONAL ETF TRUST TRIM 4.8% -0.4% 57.6 1,741,258 -49,235 3
USRT funds › ISHARES TR ADD 4.1% +0.0% 49.4 867,698 +89,348 3
AVUV funds › AMERICAN CENTY ETF TR ADD 1.7% +0.1% 20.0 195,964 +16,007 3
ITOT funds › ISHARES TR TRIM 1.5% -0.2% 18.2 122,164 -9,210 3
DFSU funds › DIMENSIONAL ETF TRUST ADD 1.3% +0.0% 15.8 364,066 +26,056 3
JPST funds › J P MORGAN EXCHANGE TRADED F TRIM 1.1% -0.1% 12.9 255,596 -3,511 3
AAPL funds › APPLE INC TRIM 0.9% -0.1% 10.6 39,019 -2,885 3
AGG funds › ISHARES TR ADD 0.7% -0.0% 8.3 83,382 +4,935 3
DFSI funds › DIMENSIONAL ETF TRUST ADD 0.6% +0.0% 7.6 178,466 +6,616 3
DFAI funds › DIMENSIONAL ETF TRUST ADD 0.4% +0.0% 5.1 133,568 +7,244 3
NVDA funds › NVIDIA CORPORATION TRIM 0.4% -0.3% 4.5 24,012 -16,872 3
MSFT funds › MICROSOFT CORP TRIM 0.3% -0.1% 4.0 8,267 -877 3
VTI funds › VANGUARD INDEX FDS ADD 0.3% +0.0% 3.8 11,466 +808 3
IEMG funds › ISHARES INC TRIM 0.3% -0.1% 3.3 49,274 -5,964 3
DFAE funds › DIMENSIONAL ETF TRUST ADD 0.3% -0.0% 3.2 98,200 +3,375 3
DFEV funds › DIMENSIONAL ETF TRUST TRIM 0.2% -0.0% 2.8 82,590 -1,750 3
DFSE funds › DIMENSIONAL ETF TRUST ADD 0.2% -0.0% 2.5 59,733 +877 3
VOO funds › VANGUARD INDEX FDS TRIM 0.2% -0.0% 2.4 3,828 -497 3
IVV funds › ISHARES TR TRIM 0.2% -0.0% 2.3 3,422 -141 3
VUG funds › VANGUARD INDEX FDS HOLD 0.2% -0.0% 2.3 4,617 +0 3
IVW funds › ISHARES TR TRIM 0.2% -0.0% 2.1 17,172 -1,366 3
AVGO funds › BROADCOM INC TRIM 0.2% -0.1% 2.1 6,035 -2,191 3
PG funds › PROCTER AND GAMBLE CO TRIM 0.2% -0.0% 2.0 14,271 -151 3
IWV funds › ISHARES TR TRIM 0.2% -0.0% 2.0 5,232 -163 3
SPY funds › SPDR S&P 500 ETF TR TRIM 0.2% -0.1% 2.0 2,928 -861 3
LLY funds › ELI LILLY & CO TRIM 0.2% +0.0% 1.9 1,800 -27 3
IWF funds › ISHARES TR TRIM 0.2% -0.0% 1.8 3,854 -244 3
JNJ funds › JOHNSON & JOHNSON ADD 0.2% +0.0% 1.8 8,783 +7 3
IVE funds › ISHARES TR HOLD 0.1% -0.0% 1.8 8,411 +0 3
IBM funds › INTERNATIONAL BUSINESS MACHS ADD 0.1% +0.0% 1.7 5,630 +814 3
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% +0.0% 1.5 12,384 +461 3
KO funds › COCA COLA CO ADD 0.1% +0.0% 1.5 20,995 +457 3
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.0% 1.4 2,829 -698 3
GOOG funds › ALPHABET INC TRIM 0.1% +0.0% 1.4 4,428 -321 3
AMZN funds › AMAZON COM INC TRIM 0.1% -0.0% 1.3 5,503 -143 3
COST funds › COSTCO WHSL CORP NEW ADD 0.1% -0.0% 1.3 1,458 +9 3
VEA funds › VANGUARD TAX-MANAGED FDS ADD 0.1% -0.0% 1.2 19,673 +466 3
MCD funds › MCDONALDS CORP TRIM 0.1% -0.1% 1.2 3,913 -1,838 3
AMAT funds › APPLIED MATLS INC TRIM 0.1% +0.0% 1.2 4,517 -25 3
AVUS funds › AMERICAN CENTY ETF TR ADD 0.1% +0.0% 1.1 9,459 +3,886 3
TJX funds › TJX COS INC NEW ADD 0.1% -0.0% 1.0 6,662 +20 3
BND funds › VANGUARD BD INDEX FDS ADD 0.1% -0.0% 1.0 13,655 +105 3
VTEB funds › VANGUARD MUN BD FDS ADD 0.1% -0.0% 1.0 19,303 +46 3
GOOGL funds › ALPHABET INC TRIM 0.1% +0.0% 1.0 3,061 -273 3
NEE funds › NEXTERA ENERGY INC ADD 0.1% +0.0% 0.9 11,811 +498 3
JPM funds › JPMORGAN CHASE & CO. TRIM 0.1% -0.0% 0.9 2,646 -185 3
SDY funds › SPDR SERIES TRUST HOLD 0.1% -0.0% 0.8 6,015 +0 3
VTV funds › VANGUARD INDEX FDS HOLD 0.1% -0.0% 0.8 4,342 +0 3
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.1% -0.0% 0.8 3,574 +21 3
DXJ funds › WISDOMTREE TR TRIM 0.1% +0.0% 0.8 5,363 -173 3
ABBV funds › ABBVIE INC TRIM 0.1% -0.0% 0.8 3,381 -438 3
IWB funds › ISHARES TR TRIM 0.1% -0.0% 0.7 1,974 -172 3
IUSG funds › ISHARES TR HOLD 0.1% -0.0% 0.7 3,953 +0 3
VO funds › VANGUARD INDEX FDS TRIM 0.1% -0.0% 0.7 2,241 -219 3
ES funds › EVERSOURCE ENERGY TRIM 0.1% -0.0% 0.6 9,260 -181 3
SCHX funds › SCHWAB STRATEGIC TR HOLD 0.1% -0.0% 0.6 22,274 +0 3
MRK funds › MERCK & CO INC ADD 0.0% +0.0% 0.6 5,450 +193 3
GLD funds › SPDR GOLD TR TRIM 0.0% -0.0% 0.6 1,433 -352 2
IGOV funds › ISHARES TR HOLD 0.0% -0.0% 0.6 13,546 +0 2
SCHB funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.6 21,228 -385 3
MFC funds › MANULIFE FINL CORP HOLD 0.0% +0.0% 0.5 15,107 +0 3
AXP funds › AMERICAN EXPRESS CO TRIM 0.0% -0.0% 0.5 1,469 -134 3
HD funds › HOME DEPOT INC TRIM 0.0% -0.0% 0.5 1,552 -196 3
VGT funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.5 702 -3 3
V funds › VISA INC ADD 0.0% +0.0% 0.5 1,506 +223 3
CAT funds › CATERPILLAR INC ADD 0.0% +0.0% 0.5 919 +8 3
IEFA funds › ISHARES TR ADD 0.0% -0.0% 0.5 5,588 +258 3
IAU funds › ISHARES GOLD TR TRIM 0.0% -0.0% 0.5 6,146 -4,919 2
MUB funds › ISHARES TR ADD 0.0% -0.0% 0.5 4,572 +5 3
IWD funds › ISHARES TR HOLD 0.0% -0.0% 0.5 2,306 +0 3
ABT funds › ABBOTT LABS ADD 0.0% -0.0% 0.5 3,786 +108 3
META funds › META PLATFORMS INC ADD 0.0% -0.0% 0.5 718 +91 3
CVX funds › CHEVRON CORP NEW TRIM 0.0% -0.0% 0.5 3,029 -123 3
ADI funds › ANALOG DEVICES INC TRIM 0.0% -0.0% 0.5 1,668 -1,477 3
IWM funds › ISHARES TR TRIM 0.0% -0.0% 0.4 1,766 -36 3
DFIV funds › DIMENSIONAL ETF TRUST HOLD 0.0% +0.0% 0.4 8,646 +0 3
TOTL funds › SSGA ACTIVE ETF TR HOLD 0.0% -0.0% 0.4 10,521 +0 3
QQQ funds › INVESCO QQQ TR TRIM 0.0% -0.0% 0.4 689 -54 3
TRMB funds › TRIMBLE INC ADD 0.0% -0.0% 0.4 5,344 +3 3
AIRJ funds › AIRJOULE TECHNOLOGIES CORP ADD 0.0% +0.0% 0.4 97,806 +85,431 3
SCHH funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.4 17,836 -620 3
SPTI funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.4 12,902 +0 3
WMT funds › WALMART INC ADD 0.0% +0.0% 0.4 3,144 +133 3
VXUS funds › VANGUARD STAR FDS TRIM 0.0% -0.0% 0.3 4,536 -500 3
TPL funds › TEXAS PACIFIC LAND CORPORATI ADD 0.0% -0.0% 0.3 1,188 +792 3
UNH funds › UNITEDHEALTH GROUP INC ADD 0.0% -0.0% 0.3 1,010 +51 3
VWO funds › VANGUARD INTL EQUITY INDEX F TRIM 0.0% -0.0% 0.3 6,083 -31 3
AVDE funds › AMERICAN CENTY ETF TR NEW 0.0% +0.0% 0.3 3,970 +3,970 1
ISHG funds › ISHARES TR HOLD 0.0% -0.0% 0.3 4,252 +0 2
QCOM funds › QUALCOMM INC ADD 0.0% -0.0% 0.3 1,833 +25 3
P funds › PURE STORAGE INC ADD 0.0% -0.0% 0.3 4,523 +1 3
GE funds › GE AEROSPACE ADD 0.0% -0.0% 0.3 978 +18 3
BAC funds › BANK AMERICA CORP TRIM 0.0% -0.0% 0.3 5,458 -228 3
RTX funds › RTX CORPORATION TRIM 0.0% -0.0% 0.3 1,601 -583 3
DVY funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,064 +0 3
VXF funds › VANGUARD INDEX FDS HOLD 0.0% -0.0% 0.3 1,391 +0 3
BSX funds › BOSTON SCIENTIFIC CORP ADD 0.0% -0.0% 0.3 3,031 +22 2
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.0% -0.0% 0.3 1,953 -2,417 3
IDXX funds › IDEXX LABS INC HOLD 0.0% -0.0% 0.3 409 +0 3
AFL funds › AFLAC INC ADD Common Stock 0.0% -0.0% 0.3 2,428 +14 3
IWR funds › ISHARES TR HOLD 0.0% -0.0% 0.3 2,677 +0 3
CSCO funds › CISCO SYS INC TRIM 0.0% -0.0% 0.3 3,336 -765 3
TT funds › TRANE TECHNOLOGIES PLC TRIM 0.0% -0.0% 0.3 657 -12 3
VT funds › VANGUARD INTL EQUITY INDEX F HOLD 0.0% -0.0% 0.2 1,755 +0 3
T funds › AT&T INC ADD 0.0% -0.0% 0.2 9,879 +88 3
OEF funds › ISHARES TR NEW 0.0% +0.0% 0.2 711 +711 1
VPU funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.2 1,314 +0 3
XLK funds › SELECT SECTOR SPDR TR NEW 0.0% +0.0% 0.2 1,634 +1,634 1
ADP funds › AUTOMATIC DATA PROCESSING IN TRIM 0.0% -0.0% 0.2 914 -18 3
LOW funds › LOWES COS INC TRIM 0.0% -0.0% 0.2 967 -15 3
RWL funds › INVESCO EXCH TRADED FD TR II HOLD 0.0% -0.0% 0.2 1,996 +0 3
IJR funds › ISHARES TR TRIM 0.0% -0.0% 0.2 1,859 -235 3
VZ funds › VERIZON COMMUNICATIONS INC TRIM 0.0% -0.0% 0.2 5,447 -781 3
SCHD funds › SCHWAB STRATEGIC TR TRIM 0.0% -0.0% 0.2 7,938 -1,569 3
MMM funds › 3M CO ADD 0.0% -0.0% 0.2 1,327 +7 3
ORCL funds › ORACLE CORP ADD 0.0% -0.0% 0.2 1,090 +197 2
MGK funds › VANGUARD WORLD FD TRIM 0.0% -0.0% 0.2 509 -16 2
UNP funds › UNION PAC CORP TRIM 0.0% -0.0% 0.2 907 -64 3
TMO funds › THERMO FISHER SCIENTIFIC INC NEW 0.0% +0.0% 0.2 362 +362 1
IJH funds › ISHARES TR TRIM 0.0% -0.0% 0.2 3,141 -160 2
TXN funds › TEXAS INSTRS INC NEW 0.0% +0.0% 0.2 1,167 +1,167 1
RMT funds › ROYCE MICRO-CAP TR INC NEW 0.0% +0.0% 0.1 10,101 +10,101 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.0% 0.0 0 -1,042 0
QUIK funds › QUICKLOGIC CORP EXIT 0.0% -0.0% 0.0 0 -50,000 0
SYK funds › STRYKER CORPORATION EXIT 0.0% -0.0% 0.0 0 -578 0
TRV funds › TRAVELERS COMPANIES INC EXIT 0.0% -0.0% 0.0 0 -752 0
PAYX funds › PAYCHEX INC EXIT 0.0% -0.0% 0.0 0 -3,934 0
BA funds › BOEING CO EXIT 0.0% -0.0% 0.0 0 -1,337 0
CBT funds › CABOT CORP EXIT 0.0% -0.0% 0.0 0 -2,707 0
GLW funds › CORNING INC EXIT 0.0% -0.0% 0.0 0 -2,652 0
SHW funds › SHERWIN WILLIAMS CO EXIT 0.0% -0.0% 0.0 0 -963 0
TSLA funds › TESLA INC EXIT 0.0% -0.0% 0.0 0 -861 0
PHYS funds › SPROTT ASSET MANAGEMENT LP EXIT 0.0% -0.0% 0.0 0 -6,790 0
VOOG funds › VANGUARD ADMIRAL FDS INC EXIT 0.0% -0.0% 0.0 0 -464 0
ETN funds › EATON CORP PLC EXIT 0.0% -0.0% 0.0 0 -566 0
PEP funds › PEPSICO INC EXIT 0.0% -0.0% 0.0 0 -1,477 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
2025Q4 1,198 126 0.04 89% 0.158 0.922 in
2025Q3 1,113 134 0.02 88% 0.151 0.931 in
2025Q2 1,039 125 0.04 88% 0.153 0.928 entered
2025Q1 1,010 120 0.00 89% 0.157 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