Arbo · 13F Signal Engine

☆Avalon Advisory Group

CIK 0001802119 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe

Quality Q

0.899

AUM ($M)

271

Positions

Turnover

0.03

Top-10 wt

100%

Herfindahl

0.389

History (qtrs)

Excess Return

—

No AI Eval requested yet for this fund.

Ticker	Name	Activity	Security Type	Weight	Δ Weight	Value ($M)	Shares	Δ Shares	Qtrs Held	Excess Return
☆VTI funds ›	VANGUARD INDEX FDS	TRIM	—	52.7%	+2.4%	142.6	385,356	-2,815	5	—
☆IEF funds ›	ISHARES TR	ADD	—	32.5%	-3.1%	88.1	931,110	+6,095	5	—
☆VEU funds ›	VANGUARD INTL EQUITY INDEX F	ADD	—	6.3%	+0.2%	17.0	202,723	+2,323	5	—
☆ITOT funds ›	ISHARES TR	TRIM	—	3.1%	+0.1%	8.3	50,544	-250	5	—
☆SCHF funds ›	SCHWAB STRATEGIC TR	TRIM	—	1.8%	+0.0%	4.9	177,423	-223	5	—
☆SCHB funds ›	SCHWAB STRATEGIC TR	TRIM	—	1.7%	+0.1%	4.5	154,624	-499	5	—
☆VXUS funds ›	VANGUARD STAR FDS	TRIM	—	0.9%	+0.0%	2.6	30,045	-78	5	—
☆VOO funds ›	VANGUARD INDEX FDS	TRIM	—	0.3%	+0.0%	0.9	1,380	-7	5	—
☆AAPL funds ›	APPLE INC	HOLD	—	0.2%	+0.0%	0.4	1,452	+0	5	—
☆MSFT funds ›	MICROSOFT CORP	HOLD	—	0.1%	-0.0%	0.4	1,074	+0	5	—
☆NVDA funds ›	NVIDIA CORPORATION	HOLD	—	0.1%	+0.0%	0.3	1,631	+0	5	—
☆SPY funds ›	STATE STR SPDR S&P 500 ETF T	HOLD	—	0.1%	+0.0%	0.3	403	+0	5	—
☆IEI funds ›	ISHARES TR	NEW	—	0.1%	+0.1%	0.2	2,072	+2,072	1	—
☆GOOG funds ›	ALPHABET INC	NEW	—	0.1%	+0.1%	0.2	679	+679	1	—

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.

Period	AUM ($M)	Positions	Turnover	Top-10 wt	Herfindahl	Quality Q	Skill	Universe
2026Q2	271	14	0.03	100%	0.389	0.898	—	in
2026Q1	248	12	0.01	100%	0.385	0.909	—	in
2025Q4	245	13	0.02	100%	0.384	0.883	—	in
2025Q3	247	18	0.01	98%	0.370	0.887	—	in
2025Q2	233	16	0.02	99%	0.370	0.898	—	entered
2025Q1	212	15	0.00	99%	0.372	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