☆Stone Summit Wealth LLC
Quality Q
0.413
AUM ($M)
394
Positions
144
Turnover
0.05
Top-10 wt
37%
Herfindahl
0.021
History (qtrs)
6
Excess Return
—
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Holdings · 150 positions · portfolio value $394M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 5.9% | -0.5% | 23.1 | 61,882 | +387 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 4.9% | -0.0% | 19.2 | 88,161 | -1,360 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 4.5% | -0.6% | 17.6 | 223,282 | -8,147 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 4.1% | +0.2% | 16.2 | 227,588 | +6,717 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 3.6% | +0.3% | 14.3 | 162,191 | +4,127 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | TRIM | — | 3.2% | -0.4% | 12.8 | 163,804 | -2,639 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 3.2% | +0.2% | 12.7 | 35,941 | -1,451 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.7% | -0.2% | 10.8 | 200,201 | +1,559 | 5 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | ADD | — | 2.3% | +0.0% | 9.2 | 152,106 | +3,209 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 2.3% | -0.1% | 8.9 | 27,174 | -1,068 | 5 | — |
| ☆BNDW funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 2.2% | -0.1% | 8.8 | 128,126 | +4,165 | 4 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 2.1% | -0.1% | 8.3 | 100,089 | +3,000 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 2.1% | -0.1% | 8.2 | 10,928 | -795 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | TRIM | — | 1.9% | +0.3% | 7.6 | 15,958 | -977 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 1.9% | +0.1% | 7.4 | 85,760 | +71,109 | 5 | — |
| ☆SPYG funds › | SPDR SERIES TRUST | ADD | — | 1.8% | +0.3% | 7.3 | 61,190 | +3,441 | 5 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 1.7% | -0.0% | 6.7 | 31,632 | -470 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 1.5% | +0.3% | 6.1 | 5,707 | -438 | 5 | — |
| ☆APH funds › | AMPHENOL CORP | TRIM | — | 1.5% | +0.3% | 5.8 | 32,776 | -1,327 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 1.5% | +0.1% | 5.7 | 69,297 | +308 | 5 | — |
| ☆CMI funds › | CUMMINS INC | TRIM | — | 1.4% | +0.2% | 5.7 | 7,949 | -530 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 1.4% | +0.0% | 5.5 | 43,877 | +136 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.4% | -0.1% | 5.3 | 51,721 | -1,194 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 1.3% | +0.0% | 5.2 | 17,958 | -59 | 5 | — |
| ☆STIP funds › | ISHARES TR | ADD | — | 1.3% | -0.1% | 5.0 | 48,521 | +1,547 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 1.2% | +0.0% | 4.9 | 20,019 | -287 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 1.2% | +0.1% | 4.8 | 32,352 | -224 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 1.2% | +0.0% | 4.5 | 13,401 | -235 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | TRIM | — | 1.1% | +0.0% | 4.3 | 47,117 | -289 | 5 | — |
| ☆LIN funds › | LINDE PLC | TRIM | — | 1.1% | -0.1% | 4.3 | 8,267 | -99 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.1% | 4.2 | 13,764 | +165 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 1.1% | +0.2% | 4.2 | 3,470 | +90 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 1.0% | +0.2% | 3.9 | 21,259 | -925 | 5 | — |
| ☆GILD funds › | GILEAD SCIENCES INC | TRIM | — | 1.0% | -0.2% | 3.9 | 30,669 | -577 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.9% | +0.0% | 3.6 | 9,668 | -20 | 5 | — |
| ☆ECL funds › | ECOLAB INC | TRIM | — | 0.8% | -0.1% | 3.2 | 11,555 | -458 | 5 | — |
| ☆SYK funds › | STRYKER CORPORATION | TRIM | — | 0.8% | -0.2% | 3.2 | 10,047 | -686 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.8% | +0.0% | 3.1 | 4,190 | +63 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.8% | -0.0% | 3.1 | 51,880 | -884 | 5 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.8% | +0.1% | 3.0 | 31,190 | -367 | 5 | — |
| ☆SCHC funds › | SCHWAB STRATEGIC TR | ADD | — | 0.7% | -0.0% | 2.8 | 58,048 | +2,666 | 5 | — |
| ☆EFG funds › | ISHARES TR | ADD | — | 0.7% | +0.0% | 2.8 | 22,193 | +1,036 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | HOLD | — | 0.7% | +0.0% | 2.6 | 7,704 | +0 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.7% | +0.0% | 2.6 | 7,643 | -19 | 5 | — |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.7% | -0.2% | 2.6 | 19,018 | -634 | 5 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 0.6% | -0.1% | 2.5 | 23,905 | -1,960 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | ADD | — | 0.6% | -0.1% | 2.5 | 28,996 | +1,195 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.6% | +0.0% | 2.4 | 44,265 | -55 | 5 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.6% | -0.1% | 2.4 | 11,006 | -252 | 5 | — |
| ☆SPSM funds › | SPDR SERIES TRUST | TRIM | — | 0.6% | +0.0% | 2.4 | 41,971 | -1,172 | 5 | — |
| ☆A funds › | AGILENT TECHNOLOGIES INC | TRIM | — | 0.6% | +0.0% | 2.4 | 18,192 | -96 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.6% | -0.0% | 2.2 | 17,426 | -140 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.0% | 2.2 | 27,559 | +20,606 | 5 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | ADD | — | 0.5% | +0.4% | 2.2 | 72,212 | +52,212 | 2 | — |
| ☆IGV funds › | ISHARES TR | TRIM | — | 0.5% | +0.0% | 2.1 | 23,019 | -131 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.5% | -0.0% | 2.0 | 20,261 | +57 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.5% | +0.0% | 1.9 | 64,726 | -1,765 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 0.4% | +0.0% | 1.8 | 34,644 | +4,127 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.4% | -0.0% | 1.7 | 4,722 | -127 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.4% | +0.0% | 1.6 | 37,013 | -235 | 5 | — |
| ☆HYG funds › | ISHARES TR | ADD | — | 0.4% | -0.0% | 1.5 | 18,650 | +450 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.4% | +0.0% | 1.4 | 4,018 | -70 | 5 | — |
| ☆BMY funds › | BRISTOL-MYERS SQUIBB CO | ADD | — | 0.4% | -0.0% | 1.4 | 24,808 | +2,300 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.3% | -0.1% | 1.3 | 11,530 | -20 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.3% | +0.0% | 1.2 | 2,844 | +15 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | -0.0% | 1.1 | 24,995 | +1,680 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 0.3% | -0.0% | 1.0 | 4,100 | -20 | 5 | — |
| ☆SCHW funds › | SCHWAB CHARLES CORP | HOLD | — | 0.3% | -0.0% | 1.0 | 10,900 | +0 | 4 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.3% | +0.0% | 1.0 | 1,344 | +0 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.2% | +0.0% | 1.0 | 13,946 | -13 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.9 | 1,312 | +35 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | -0.0% | 0.9 | 16,455 | +0 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | HOLD | — | 0.2% | +0.1% | 0.9 | 1,200 | +0 | 4 | — |
| ☆SPDW funds › | SPDR INDEX SHS FDS | ADD | — | 0.2% | +0.0% | 0.9 | 16,919 | +140 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | +0.0% | 0.8 | 30,142 | +0 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.2% | -0.0% | 0.8 | 10,267 | -35 | 5 | — |
| ☆AMGN funds › | AMGEN INC | TRIM | — | 0.2% | -0.0% | 0.8 | 2,275 | -24 | 5 | — |
| ☆ISTB funds › | ISHARES TR | NEW | — | 0.2% | +0.2% | 0.8 | 16,200 | +16,200 | 1 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.8 | 6,981 | -915 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 0.2% | +0.0% | 0.7 | 21,679 | +18 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.2% | -0.1% | 0.7 | 5,337 | -283 | 5 | — |
| ☆BAC funds › | BANK OF AMER CORP | TRIM | — | 0.2% | +0.0% | 0.7 | 12,800 | -400 | 5 | — |
| ☆IWF funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 5,660 | +4,245 | 5 | — |
| ☆IUSG funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.7 | 3,661 | +543 | 2 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.7 | 2,176 | +0 | 5 | — |
| ☆ITOT funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.6 | 3,915 | +45 | 5 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | +0.0% | 0.6 | 21,859 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | HOLD | — | 0.2% | +0.0% | 0.6 | 2,669 | +0 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | TRIM | — | 0.2% | -0.0% | 0.6 | 890 | -54 | 5 | — |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.2% | -0.0% | 0.6 | 6,485 | -605 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.2% | +0.0% | 0.6 | 17,202 | -45 | 5 | — |
| ☆VTEC funds › | VANGUARD CALIF TAX FREE FDS | ADD | — | 0.2% | -0.0% | 0.6 | 5,989 | +321 | 3 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.6 | 6,737 | +0 | 5 | — |
| ☆RCL funds › | ROYAL CARIBBEAN GROUP | TRIM | — | 0.1% | +0.0% | 0.5 | 1,725 | -20 | 5 | — |
| ☆VTES funds › | VANGUARD WELLINGTON FD | TRIM | — | 0.1% | -0.0% | 0.5 | 5,276 | -133 | 5 | — |
| ☆IVW funds › | ISHARES TR | TRIM | — | 0.1% | +0.0% | 0.5 | 3,698 | -15 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.5 | 849 | +849 | 1 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.0% | 0.5 | 3,232 | -60 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 0.1% | +0.0% | 0.5 | 4,000 | +0 | 5 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 2,065 | -11 | 5 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.5 | 2,945 | +245 | 5 | — |
| ☆HEFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.5 | 9,935 | -748 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.1% | +0.0% | 0.4 | 1,885 | +325 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.1% | -0.0% | 0.4 | 3,059 | -25 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.1% | +0.0% | 0.4 | 2,230 | +208 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | +0.0% | 0.4 | 12,590 | +0 | 5 | — |
| ☆CUSIP:921932778 funds › | VANGUARD ADMIRAL FDS INC | TRIM | — | 0.1% | +0.0% | 0.4 | 3,673 | -19 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | TRIM | — | 0.1% | -0.0% | 0.4 | 1,496 | -200 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.1% | -0.0% | 0.4 | 833 | -22 | 5 | — |
| ☆APO funds › | APOLLO GLOBAL MGMT INC | TRIM | — | 0.1% | -0.0% | 0.4 | 3,500 | -100 | 5 | — |
| ☆BA funds › | BOEING CO | HOLD | — | 0.1% | -0.0% | 0.4 | 1,850 | +0 | 5 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.1% | +0.0% | 0.4 | 4,755 | +0 | 5 | — |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.1% | -0.0% | 0.4 | 12,555 | +0 | 5 | — |
| ☆MAR funds › | MARRIOTT INTL INC NEW | HOLD | — | 0.1% | +0.0% | 0.4 | 1,032 | +0 | 4 | — |
| ☆ETN funds › | EATON CORP PLC | TRIM | — | 0.1% | -0.0% | 0.4 | 885 | -90 | 5 | — |
| ☆IAU funds › | ISHARES GOLD TR | HOLD | — | 0.1% | -0.0% | 0.4 | 4,960 | +0 | 5 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.4 | 2,620 | +2,620 | 1 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | ADD | — | 0.1% | +0.0% | 0.4 | 1,950 | +180 | 5 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | +0.0% | 0.4 | 1,877 | -178 | 5 | — |
| ☆TEVA funds › | TEVA PHARMACEUTICAL INDS LTD | HOLD | — | 0.1% | +0.0% | 0.4 | 10,335 | +0 | 5 | — |
| ☆ARES funds › | ARES MANAGEMENT CORPORATION | TRIM | — | 0.1% | -0.0% | 0.3 | 3,100 | -50 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | -0.0% | 0.3 | 6,820 | +100 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | HOLD | — | 0.1% | -0.0% | 0.3 | 1,200 | +0 | 5 | — |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 788 | +0 | 5 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | -0.0% | 0.3 | 7,569 | +0 | 5 | — |
| ☆VOOV funds › | VANGUARD ADMIRAL FDS INC | HOLD | — | 0.1% | -0.0% | 0.3 | 1,420 | +0 | 2 | — |
| ☆EZU funds › | ISHARES INC | TRIM | — | 0.1% | +0.0% | 0.3 | 4,300 | -7 | 5 | — |
| ☆SCZ funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 3,483 | -25 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | ADD | — | 0.1% | +0.0% | 0.3 | 3,111 | +175 | 5 | — |
| ☆TFC funds › | TRUIST FINL CORP | TRIM | — | 0.1% | -0.0% | 0.3 | 5,500 | -1,000 | 5 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.3 | 7,420 | -402 | 5 | — |
| ☆JMUB funds › | J P MORGAN EXCHANGE TRADED F | HOLD | — | 0.1% | -0.0% | 0.3 | 5,256 | +0 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.3 | 1,086 | +0 | 5 | — |
| ☆HWM funds › | HOWMET AEROSPACE INC | HOLD | — | 0.1% | +0.0% | 0.3 | 975 | +0 | 3 | — |
| ☆PFF funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.3 | 8,495 | -470 | 5 | — |
| ☆CALI funds › | BLACKROCK ETF TRUST II | TRIM | — | 0.1% | -0.0% | 0.2 | 4,916 | -2,001 | 3 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.1% | -0.0% | 0.2 | 3,172 | +0 | 5 | — |
| ☆VGT funds › | VANGUARD WORLD FD | NEW | — | 0.1% | +0.1% | 0.2 | 2,000 | +2,000 | 1 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 6,917 | +6,917 | 1 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,495 | +2,495 | 1 | — |
| ☆FNDC funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 0.2 | 4,379 | -65 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | NEW | — | 0.1% | +0.1% | 0.2 | 5,749 | +5,749 | 1 | — |
| ☆GE funds › | GE AEROSPACE | NEW | — | 0.1% | +0.1% | 0.2 | 565 | +565 | 1 | — |
| ☆PGX funds › | INVESCO EXCH TRADED FD TR II | TRIM | — | 0.1% | -0.0% | 0.2 | 18,899 | -3,800 | 5 | — |
| ☆NKE funds › | NIKE INC | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -7,180 | 0 | — |
| ☆MDT funds › | MEDTRONIC PLC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -22,060 | 0 | — |
| ☆KTOS funds › | KRATOS DEFENSE & SEC SOLUTIO | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,885 | 0 | — |
| ☆CVX funds › | CHEVRON CORPORATION | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -1,272 | 0 | — |
| ☆GLDM funds › | WORLD GOLD TR | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -2,374 | 0 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -3,007 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 394 | 144 | 0.05 | 37% | 0.021 | 0.411 | — | in |
| 2026Q1 | 359 | 142 | 0.06 | 38% | 0.022 | 0.393 | — | in |
| 2025Q4 | 369 | 141 | 0.06 | 38% | 0.023 | 0.357 | — | in |
| 2025Q3 | 353 | 143 | 0.11 | 36% | 0.024 | 0.251 | — | in |
| 2025Q2 | 323 | 142 | 0.07 | 33% | 0.023 | 0.321 | — | entered |
| 2025Q1 | 295 | 140 | 0.00 | 33% | 0.020 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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/api/funds ·
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