Fund Universe

Highland Financial Advisors, LLC

CIK 0001939237 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.690
AUM ($M)
455
Positions
73
Turnover
0.10
Top-10 wt
72%
Herfindahl
0.063
History (qtrs)
6
Excess Return

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Quarter
Activity this period
Security type

Holdings · 75 positions · portfolio value $455M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
SPYM funds › SPDR SERIES TRUST TRIM 10.2% -0.9% 46.4 528,512 -19,892 5
QQQM funds › INVESCO EXCH TRADED FD TR II TRIM 10.0% +0.0% 45.2 149,327 -8,536 5
AVUS funds › AMERICAN CENTY ETF TR TRIM 9.3% -0.5% 42.5 331,484 -3,709 5
DFAU funds › DIMENSIONAL ETF TRUST TRIM 9.0% -0.6% 41.1 794,482 -15,771 5
VONG funds › VANGUARD SCOTTSDALE FDS ADD 8.4% +1.3% 38.3 299,639 +52,805 5
AVDE funds › AMERICAN CENTY ETF TR ADD 7.9% +2.5% 36.1 405,093 +161,373 5
AVUV funds › AMERICAN CENTY ETF TR TRIM 5.5% -0.5% 24.9 199,471 -5,176 5
AVIG funds › AMERICAN CENTY ETF TR ADD 5.4% -0.8% 24.6 594,740 +29,908 5
AVSU funds › AMERICAN CENTY ETF TR ADD 3.4% +0.5% 15.5 175,042 +24,004 5
IWF funds › ISHARES TR ADD 2.9% -0.1% 13.0 104,434 +78,305 5
SGOV funds › ISHARES TR ADD 2.5% -0.4% 11.4 113,186 +4,338 5
AVEM funds › AMERICAN CENTY ETF TR ADD 2.5% +0.2% 11.2 115,763 +10,615 5
AVDV funds › AMERICAN CENTY ETF TR NEW 2.5% +2.5% 11.1 108,171 +108,171 1
XCEM funds › COLUMBIA ETF TR II ADD 2.2% +0.3% 10.1 190,599 +14,433 5
VTI funds › VANGUARD INDEX FDS ADD 2.2% +0.0% 9.9 26,872 +1,318 5
IAU funds › ISHARES GOLD TR TRIM 2.1% -1.1% 9.3 123,538 -9,934 5
AVSD funds › AMERICAN CENTY ETF TR ADD 1.4% +0.9% 6.4 80,278 +52,882 5
USXF funds › ISHARES TR ADD 1.2% +0.5% 5.4 77,452 +29,248 5
SMIN funds › ISHARES TR ADD 0.9% +0.2% 4.0 56,378 +15,145 5
GINN funds › GOLDMAN SACHS ETF TR TRIM 0.8% -3.7% 3.7 46,412 -203,870 5
SCHG funds › SCHWAB STRATEGIC TR TRIM 0.7% -0.1% 3.3 96,624 -9,462 5
XJR funds › ISHARES TR ADD 0.7% +0.1% 3.0 57,493 +6,301 5
AVSE funds › AMERICAN CENTY ETF TR ADD 0.6% +0.1% 2.5 30,967 +6,540 5
AAPL funds › APPLE INC ADD 0.5% -0.0% 2.2 7,679 +141 5
MEAR funds › ISHARES U S ETF TR ADD 0.5% -0.1% 2.1 41,490 +1,272 5
IEFA funds › ISHARES TR ADD 0.4% -0.0% 2.0 20,291 +595 5
PM funds › PHILIP MORRIS INTL INC TRIM 0.4% -0.1% 2.0 10,792 -375 2
JPM funds › JPMORGAN CHASE & CO ADD 0.4% -0.0% 1.6 4,883 +13 5
AMZN funds › AMAZON COM INC ADD 0.3% -0.0% 1.5 6,350 +252 5
VGT funds › VANGUARD WORLD FD ADD 0.3% -0.2% 1.5 12,532 +9,468 5
VYM funds › VANGUARD WHITEHALL FDS TRIM 0.3% -0.1% 1.4 9,138 -285 5
DFAE funds › DIMENSIONAL ETF TRUST ADD 0.3% +0.0% 1.3 33,256 +4,699 5
SLYV funds › SPDR SERIES TRUST ADD 0.3% +0.0% 1.3 12,179 +791 5
FBTC funds › FIDELITY WISE ORIGIN BITCOIN ADD 0.2% -0.1% 1.1 22,085 +1,554 5
DFAW funds › DIMENSIONAL ETF TRUST HOLD 0.2% -0.0% 1.0 12,587 +0 5
MO funds › ALTRIA GROUP INC TRIM 0.2% -0.0% 1.0 14,437 -799 2
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.2% -0.1% 0.8 6,117 +581 2
XVV funds › ISHARES TR TRIM 0.2% -0.0% 0.8 14,285 -2,582 5
VONE funds › VANGUARD SCOTTSDALE FDS NEW 0.2% +0.2% 0.7 2,050 +2,050 1
MSFT funds › MICROSOFT CORP ADD 0.2% -0.0% 0.7 1,840 +145 5
QQQ funds › INVESCO QQQ TR ADD 0.1% +0.1% 0.7 902 +309 4
IVV funds › ISHARES TR TRIM 0.1% -0.1% 0.6 846 -559 5
VTV funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 0.6 2,752 +130 5
DFAC funds › DIMENSIONAL ETF TRUST HOLD 0.1% -0.0% 0.6 12,807 +0 5
VOO funds › VANGUARD INDEX FDS ADD 0.1% -0.0% 0.6 827 +1 4
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.1% -0.0% 0.6 1,120 -162 5
NVDA funds › NVIDIA CORPORATION ADD 0.1% +0.0% 0.5 2,659 +198 4
GOOGL funds › ALPHABET INC ADD 0.1% +0.0% 0.5 1,487 +471 3
META funds › META PLATFORMS INC ADD 0.1% -0.0% 0.5 881 +23 5
GOOG funds › ALPHABET INC ADD 0.1% +0.0% 0.5 1,391 +124 4
TSLA funds › TESLA INC TRIM 0.1% -0.0% 0.5 1,073 -5 5
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.1% +0.1% 0.4 768 +768 1
JNJ funds › JOHNSON & JOHNSON TRIM 0.1% -0.0% 0.4 1,726 -2 2
EAGG funds › ISHARES TR ADD 0.1% -0.0% 0.4 7,806 +273 5
GLD funds › SPDR GOLD TR NEW 0.1% +0.1% 0.4 964 +964 1
V funds › VISA INC ADD 0.1% -0.0% 0.4 1,034 +16 5
SPY funds › STATE STR SPDR S&P 500 ETF T NEW 0.1% +0.1% 0.3 437 +437 1
IEMG funds › ISHARES INC ADD 0.1% +0.0% 0.3 3,730 +222 5
DFAI funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.3 6,654 +6,654 1
CI funds › THE CIGNA GROUP TRIM 0.1% -0.0% 0.3 995 -5 3
VEA funds › VANGUARD TAX-MANAGED FDS NEW 0.1% +0.1% 0.3 3,675 +3,675 1
IBDU funds › ISHARES TR HOLD 0.1% -0.0% 0.3 11,110 +0 5
IBDS funds › ISHARES TR HOLD 0.1% -0.0% 0.3 10,606 +0 5
IBDT funds › ISHARES TR HOLD 0.1% -0.0% 0.3 10,162 +0 5
IBDR funds › ISHARES TR HOLD 0.1% -0.0% 0.3 10,575 +0 5
IBTJ funds › ISHARES TR HOLD 0.1% -0.0% 0.3 11,698 +0 5
IBTI funds › ISHARES TR HOLD 0.1% -0.0% 0.3 11,430 +0 5
IBTH funds › ISHARES TR HOLD 0.1% -0.0% 0.3 11,306 +0 5
IBTG funds › ISHARES TR HOLD 0.1% -0.0% 0.3 11,027 +0 5
WMT funds › WALMART INC ADD 0.1% -0.0% 0.2 2,095 +109 2
BAC funds › BANK AMERICA CORP TRIM 0.1% -0.0% 0.2 4,090 -37 3
AOA funds › ISHARES TR ADD 0.0% -0.0% 0.2 2,298 +11 2
AVLV funds › AMERICAN CENTY ETF TR NEW 0.0% +0.0% 0.2 2,238 +2,238 1
SDG funds › ISHARES TR EXIT 0.0% -0.1% 0.0 0 -2,724 0
VB funds › VANGUARD INDEX FDS EXIT 0.0% -0.1% 0.0 0 -804 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
2026Q2 455 73 0.10 72% 0.063 0.689 in
2026Q1 379 67 0.03 73% 0.064 0.785 in
2025Q4 361 66 0.01 74% 0.065 0.780 in
2025Q3 349 58 0.02 74% 0.065 0.775 in
2025Q2 312 54 0.04 74% 0.066 0.770 entered
2025Q1 280 53 0.00 74% 0.064 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