Fund Universe

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☆Standpoint Asset Management, LLC

CIK 0001780423 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.941
AUM ($M)
477
Positions
8
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.136
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 8 positions · portfolio value $477M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS ADD — 16.5% +0.4% 78.5 114,300 +3,700 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 16.3% +0.4% 77.8 884,900 +29,800 5 —
☆IVV funds › ISHARES TR HOLD — 15.9% -0.1% 75.9 101,300 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 15.8% -0.1% 75.5 2,564,300 +0 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 8.9% -0.0% 42.7 509,600 +17,300 5 —
☆IXUS funds › ISHARES TR ADD — 8.9% -0.1% 42.4 444,300 +16,200 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 8.9% -0.1% 42.2 494,100 +16,500 5 —
☆IDEV funds › ISHARES TR ADD — 8.8% -0.4% 42.1 472,600 +18,500 5 —

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 477 8 0.01 100% 0.136 0.940 — in
2026Q1 412 8 0.02 100% 0.135 0.931 — in
2025Q4 438 8 0.00 100% 0.137 0.931 — in
2025Q3 442 8 0.01 100% 0.137 0.930 — in
2025Q2 489 8 0.01 100% 0.136 0.941 — entered
2025Q1 543 8 0.00 100% 0.138 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