Fund Universe

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☆Ebor Charitable Trust

CIK 0001802837 · holdings for 2025Q3 (change vs 2025Q2) aum_below_min from universe
Quality Q
0.000
AUM ($M)
49
Positions
4
Turnover
0.01
Top-10 wt
100%
Herfindahl
0.393
History (qtrs)
3
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 4 positions · portfolio value $49M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS ADD — 56.1% -0.5% 27.7 97,901 +4,575 0 —
☆VEA funds › VANGUARD TAX-MANAGED FDS ADD — 24.2% -0.2% 12.0 226,810 +11,862 0 —
☆CUSIP:US46435G6 funds › Blackrock, Inc. ADD — 10.8% +0.3% 5.3 102,985 +455 0 —
☆CUSIP:US4642872 funds › Blackrock, Inc. ADD — 8.9% +0.4% 4.4 43,321 +695 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
2025Q3 49 4 0.01 100% 0.393 0.000 — left
2025Q2 50 4 0.03 100% 0.399 0.749 — entered
2025Q1 46 4 0.00 100% 0.374 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