☆Sebold Capital Management, Inc.
Quality Q
0.467
AUM ($M)
162
Positions
78
Turnover
0.05
Top-10 wt
57%
Herfindahl
0.055
History (qtrs)
2
Excess Return
not eligible
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Holdings · 81 positions · portfolio value $162M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 16.7% | -0.5% | 27.1 | 149,172 | -2,012 | 1 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 7.6% | +0.2% | 12.3 | 43,876 | +603 | 1 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 7.4% | +0.3% | 12.0 | 58,419 | +2,830 | 1 | — |
| ☆FNDE funds › | SCHWAB STRATEGIC TR | ADD | — | 5.6% | +0.3% | 9.1 | 276,545 | +15,471 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 4.7% | +0.2% | 7.6 | 132,566 | -59 | 1 | — |
| ☆VGT funds › | VANGUARD WORLD FD | TRIM | — | 3.5% | +0.3% | 5.7 | 8,668 | -442 | 1 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 2.9% | +0.1% | 4.8 | 64,725 | +6,557 | 1 | — |
| ☆FNDA funds › | SCHWAB STRATEGIC TR | ADD | — | 2.9% | +0.0% | 4.6 | 162,144 | +4,158 | 1 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 2.7% | -0.0% | 4.4 | 70,455 | -338 | 1 | — |
| ☆VIOO funds › | VANGUARD ADMIRAL FDS INC | TRIM | — | 2.6% | -0.3% | 4.3 | 42,403 | -3,986 | 1 | — |
| ☆ANGL funds › | VANECK ETF TRUST | TRIM | — | 2.6% | -0.2% | 4.3 | 146,289 | -3,022 | 1 | — |
| ☆FNDX funds › | SCHWAB STRATEGIC TR | ADD | — | 2.6% | -0.0% | 4.2 | 170,447 | +3,813 | 1 | — |
| ☆FTSM funds › | FIRST TR EXCHANGE-TRADED FD | TRIM | — | 2.4% | -0.9% | 3.9 | 65,457 | -18,044 | 1 | — |
| ☆APLU funds › | ALLSPRING EXCHANGE TRADED FU | ADD | — | 2.3% | +0.6% | 3.8 | 151,314 | +42,986 | 1 | — |
| ☆DUSA funds › | DAVIS FUNDAMENTAL ETF TR | ADD | — | 2.3% | +0.1% | 3.7 | 79,348 | +207 | 1 | — |
| ☆XCEM funds › | COLUMBIA ETF TR II | TRIM | — | 2.1% | +0.1% | 3.4 | 99,601 | -4,447 | 1 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 2.1% | -0.1% | 3.4 | 30,922 | -304 | 1 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | TRIM | — | 2.0% | -0.0% | 3.3 | 82,341 | -4,048 | 1 | — |
| ☆DINT funds › | DAVIS FUNDAMENTAL ETF TR | TRIM | — | 1.6% | +0.1% | 2.6 | 101,939 | -1,460 | 1 | — |
| ☆JAAA funds › | JANUS DETROIT STR TR | ADD | — | 1.4% | +0.2% | 2.3 | 46,221 | +7,526 | 1 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | TRIM | — | 1.3% | -0.2% | 2.1 | 42,946 | -5,627 | 1 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.1% | -0.0% | 1.8 | 75,232 | -4,971 | 1 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 1.1% | +0.0% | 1.8 | 2,883 | +11 | 1 | — |
| ☆SHM funds › | SPDR SERIES TRUST | TRIM | — | 1.0% | -0.1% | 1.6 | 33,969 | -1,135 | 1 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | ADD | — | 0.8% | +0.0% | 1.4 | 2,217 | +17 | 1 | — |
| ☆FMB funds › | FIRST TR EXCH TRADED FD III | TRIM | — | 0.8% | -1.0% | 1.3 | 26,146 | -27,887 | 1 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.7% | +0.1% | 1.2 | 1,605 | +40 | 1 | — |
| ☆COF funds › | CAPITAL ONE FINL CORP | ADD | — | 0.7% | +0.1% | 1.1 | 5,362 | +92 | 1 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.7% | +0.0% | 1.1 | 37,169 | -811 | 1 | — |
| ☆MDY funds › | SPDR S&P MIDCAP 400 ETF TR | ADD | — | 0.7% | +0.1% | 1.1 | 1,953 | +180 | 1 | — |
| ☆JBBB funds › | JANUS DETROIT STR TR | ADD | — | 0.7% | +0.0% | 1.1 | 22,860 | +2,961 | 1 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | TRIM | — | 0.6% | -0.1% | 1.0 | 13,683 | -2,769 | 1 | — |
| ☆HYD funds › | VANECK ETF TRUST | NEW | — | 0.6% | +0.6% | 0.9 | 18,649 | +18,649 | 1 | — |
| ☆OAKM funds › | HARRIS OAKMARK ETF TRUST | ADD | — | 0.5% | +0.1% | 0.8 | 32,098 | +5,074 | 1 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | TRIM | — | 0.5% | +0.1% | 0.8 | 5,984 | -555 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.5% | +0.1% | 0.8 | 3,706 | +138 | 1 | — |
| ☆HYMB funds › | SPDR SERIES TRUST | TRIM | — | 0.5% | -0.8% | 0.8 | 31,791 | -47,130 | 1 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.4% | +0.0% | 0.7 | 9,960 | +0 | 1 | — |
| ☆WFC funds › | WELLS FARGO CO NEW | ADD | — | 0.4% | +0.0% | 0.6 | 8,055 | +56 | 1 | — |
| ☆FEX funds › | FIRST TR EXCHANGE-TRADED ALP | ADD | — | 0.4% | +0.0% | 0.6 | 5,497 | +640 | 1 | — |
| ☆IEFA funds › | ISHARES TR | TRIM | — | 0.3% | +0.0% | 0.5 | 6,358 | -90 | 1 | — |
| ☆MKL funds › | MARKEL GROUP INC | TRIM | — | 0.3% | -0.0% | 0.5 | 261 | -8 | 1 | — |
| ☆SPHQ funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.3% | +0.3% | 0.5 | 7,049 | +7,049 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 0.3% | +0.0% | 0.5 | 2,818 | +248 | 1 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 0.3% | +0.1% | 0.5 | 1,914 | +29 | 1 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.3% | -0.0% | 0.5 | 2,340 | -124 | 1 | — |
| ☆RSPF funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.3% | -0.0% | 0.4 | 5,873 | +4 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | TRIM | — | 0.3% | +0.1% | 0.4 | 1,499 | -243 | 1 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | HOLD | — | 0.3% | -0.0% | 0.4 | 7,866 | +0 | 1 | — |
| ☆SHOE funds › | SHOE CARNIVAL INC | HOLD | — | 0.2% | -0.1% | 0.4 | 21,576 | +0 | 1 | — |
| ☆CI funds › | THE CIGNA GROUP | ADD | — | 0.2% | -0.0% | 0.4 | 1,160 | +18 | 1 | — |
| ☆FEM funds › | FIRST TR EXCH TRD ALPHDX FD | TRIM | — | 0.2% | -0.0% | 0.4 | 15,582 | -2,922 | 1 | — |
| ☆QEMM funds › | SPDR INDEX SHS FDS | NEW | — | 0.2% | +0.2% | 0.4 | 5,861 | +5,861 | 1 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | -0.0% | 0.4 | 1,419 | -496 | 1 | — |
| ☆EMLP funds › | FIRST TR EXCHANGE-TRADED FD | ADD | — | 0.2% | -0.0% | 0.3 | 9,249 | +4 | 1 | — |
| ☆FPXI funds › | FIRST TR EXCHANGE TRADED FD | TRIM | — | 0.2% | +0.0% | 0.3 | 5,970 | -229 | 1 | — |
| ☆CME funds › | CME GROUP INC | TRIM | — | 0.2% | -0.0% | 0.3 | 1,183 | -4 | 1 | — |
| ☆SPSM funds › | SPDR SERIES TRUST | HOLD | — | 0.2% | -0.0% | 0.3 | 7,554 | +0 | 1 | — |
| ☆CVS funds › | CVS HEALTH CORP | NEW | — | 0.2% | +0.2% | 0.3 | 4,657 | +4,657 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO. | TRIM | — | 0.2% | +0.0% | 0.3 | 1,063 | -21 | 1 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.2% | +0.0% | 0.3 | 2,058 | -31 | 1 | — |
| ☆USB funds › | US BANCORP DEL | ADD | — | 0.2% | +0.0% | 0.3 | 6,399 | +64 | 1 | — |
| ☆MGM funds › | MGM RESORTS INTERNATIONAL | TRIM | — | 0.2% | -0.1% | 0.3 | 8,409 | -4,632 | 1 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | +0.0% | 0.3 | 1,314 | +155 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 0.2% | -0.0% | 0.3 | 1,558 | -474 | 1 | — |
| ☆IHF funds › | ISHARES TR | HOLD | — | 0.2% | -0.0% | 0.3 | 5,843 | +0 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.0% | 0.3 | 931 | +101 | 1 | — |
| ☆DGX funds › | QUEST DIAGNOSTICS INC | ADD | — | 0.2% | -0.0% | 0.3 | 1,537 | +4 | 1 | — |
| ☆IWV funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.3 | 784 | -18 | 1 | — |
| ☆RSPT funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.2% | +0.0% | 0.3 | 6,604 | -365 | 1 | — |
| ☆VTRS funds › | VIATRIS INC | TRIM | — | 0.2% | -0.1% | 0.2 | 27,297 | -8,255 | 1 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.2 | 3,019 | +0 | 1 | — |
| ☆SGOL funds › | ETFS GOLD TR | TRIM | — | 0.1% | -0.0% | 0.2 | 7,483 | -1,975 | 1 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,648 | +1,648 | 1 | — |
| ☆VOX funds › | VANGUARD WORLD FD | NEW | — | 0.1% | +0.1% | 0.2 | 1,322 | +1,322 | 1 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.1% | -0.0% | 0.2 | 1,550 | -147 | 1 | — |
| ☆VYMI funds › | VANGUARD WHITEHALL FDS | NEW | — | 0.1% | +0.1% | 0.2 | 2,566 | +2,566 | 1 | — |
| ☆RJF funds › | RAYMOND JAMES FINL INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,323 | +1,323 | 1 | — |
| ☆OC funds › | OWENS CORNING NEW | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,616 | 0 | — |
| ☆INTC funds › | INTEL CORP | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -11,105 | 0 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -2,839 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 162 | 78 | 0.05 | 57% | 0.055 | 0.477 | — | entered |
| 2025Q1 | 152 | 73 | 0.00 | 57% | 0.056 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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