Fund Universe

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☆SACHEM HILL LLC

CIK 0001994333 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.818
AUM ($M)
563
Positions
67
Turnover
0.02
Top-10 wt
69%
Herfindahl
0.060
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 68 positions · portfolio value $563M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆QUAL funds › ISHARES TR TRIM — 13.3% +0.4% 74.6 339,832 -6,171 5 —
☆DFUV funds › DIMENSIONAL ETF TRUST TRIM — 10.2% +0.3% 57.6 1,047,542 -13,328 5 —
☆IVV funds › ISHARES TR TRIM — 7.2% +0.2% 40.4 53,908 -938 5 —
☆DBEF funds › DBX ETF TR TRIM — 6.8% -0.0% 38.4 702,551 -13,419 5 —
☆IWB funds › ISHARES TR TRIM — 6.0% -0.1% 33.5 81,776 -6,455 5 —
☆HEFA funds › ISHARES TR ADD — 5.8% +0.1% 32.8 698,847 +5,775 5 —
☆VCRB funds › VANGUARD MALVERN FDS ADD — 5.7% -0.3% 32.2 417,284 +11,886 5 —
☆IEF funds › ISHARES TR ADD — 5.5% -0.4% 30.7 324,839 +9,921 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST TRIM — 5.4% -0.4% 30.6 566,016 -7,187 5 —
☆DFEM funds › DIMENSIONAL ETF TRUST TRIM — 3.6% +0.1% 20.1 495,103 -19,743 5 —
☆VNQ funds › VANGUARD INDEX FDS ADD — 3.4% +0.0% 19.1 198,214 +895 5 —
☆DFLV funds › DIMENSIONAL ETF TRUST TRIM — 3.0% +0.0% 16.8 425,503 -1,757 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 2.7% +0.1% 15.3 22,285 -267 5 —
☆IWC funds › ISHARES TR TRIM — 2.1% +0.2% 11.7 58,503 -1,945 5 —
☆IEMG funds › ISHARES INC TRIM — 1.7% +0.0% 9.6 115,729 -6,672 5 —
☆SCZ funds › ISHARES TR TRIM — 1.6% -0.1% 8.8 106,770 -4,374 5 —
☆DISV funds › DIMENSIONAL ETF TRUST TRIM — 1.5% -0.1% 8.4 208,314 -1,351 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST TRIM — 1.5% +0.0% 8.2 117,220 -357 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 1.2% -0.0% 6.7 93,996 -2,152 5 —
☆DFSE funds › DIMENSIONAL ETF TRUST TRIM — 1.1% -0.0% 6.0 123,011 -13,077 5 —
☆DFJ funds › WISDOMTREE TR TRIM — 1.0% -0.1% 5.8 54,939 -2,017 5 —
☆DFSV funds › DIMENSIONAL ETF TRUST TRIM — 0.9% -0.0% 5.2 133,098 -2,187 5 —
☆DFIS funds › DIMENSIONAL ETF TRUST ADD — 0.8% -0.0% 4.3 123,106 +4,627 5 —
☆VONE funds › VANGUARD SCOTTSDALE FDS TRIM — 0.6% +0.0% 3.3 9,846 -206 5 —
☆DFAS funds › DIMENSIONAL ETF TRUST TRIM — 0.6% +0.0% 3.3 40,064 -519 5 —
☆IWM funds › ISHARES TR TRIM — 0.5% +0.0% 2.9 9,720 -262 5 —
☆EFA funds › ISHARES TR TRIM — 0.5% -0.0% 2.7 26,001 -659 5 —
☆RWX funds › SPDR INDEX SHS FDS ADD — 0.5% -0.0% 2.7 99,197 +1,245 5 —
☆FREL funds › FIDELITY COVINGTON TRUST ADD — 0.5% +0.0% 2.7 91,098 +450 5 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 0.4% +0.0% 2.4 103,408 -752 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.4% +0.0% 2.1 35,243 -253 5 —
☆EEM funds › ISHARES TR TRIM — 0.4% -0.0% 2.0 29,477 -4,293 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 0.4% +0.0% 2.0 6,641 -58 5 —
☆UNP funds › UNION PAC CORP HOLD — 0.3% +0.0% 1.7 6,173 +0 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 1.4 16,766 +12,574 5 —
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 0.2% +0.0% 1.2 41,021 -2,035 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.2% -0.0% 1.1 7,373 -156 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% -0.0% 1.0 1,998 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.2% -0.0% 0.9 2,882 -86 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.8 6,504 +4,878 5 —
☆IJS funds › ISHARES TR HOLD — 0.1% +0.0% 0.8 5,595 +0 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% -0.0% 0.7 1 +0 5 —
☆IEFA funds › ISHARES TR TRIM — 0.1% -0.0% 0.7 6,993 -86 5 —
☆SCHF funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.6 21,272 -1,844 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.1% +0.0% 0.6 771 +0 5 —
☆WMT funds › WALMART INC HOLD — 0.1% -0.0% 0.5 4,704 +0 5 —
☆SYK funds › STRYKER CORPORATION HOLD — 0.1% -0.0% 0.5 1,687 +0 5 —
☆CAT funds › CATERPILLAR INC HOLD — 0.1% +0.0% 0.5 473 +0 4 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.5 1,329 +0 5 —
☆SCHV funds › SCHWAB STRATEGIC TR TRIM — 0.1% +0.0% 0.5 13,736 -222 5 —
☆VTV funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.5 2,165 -85 5 —
☆IYR funds › ISHARES TR HOLD — 0.1% -0.0% 0.5 4,595 +0 5 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.5 12,749 -1,982 5 —
☆AAPL funds › APPLE INC HOLD — 0.1% +0.0% 0.4 1,484 +0 5 —
☆SCHC funds › SCHWAB STRATEGIC TR TRIM — 0.1% -0.0% 0.4 8,879 -540 5 —
☆EWY funds › ISHARES INC HOLD — 0.1% +0.0% 0.3 1,731 +0 2 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 0.1% -0.0% 0.3 5,924 +168 5 —
☆TPL funds › TEXAS PACIFIC LAND CORPORATI HOLD — 0.1% -0.0% 0.3 765 +0 5 —
☆IWD funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 1,367 -378 5 —
☆AFL funds › AFLAC INC HOLD Common Stock 0.1% -0.0% 0.3 2,741 +0 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 0.3 866 -30 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 0.1% +0.0% 0.3 2,376 +2,079 4 —
☆IEI funds › ISHARES TR TRIM — 0.1% -0.0% 0.3 2,415 -535 5 —
☆IVW funds › ISHARES TR TRIM — 0.0% -0.0% 0.2 1,502 -683 5 —
☆IVE funds › ISHARES TR NEW — 0.0% +0.0% 0.2 894 +894 1 —
☆XLF funds › SELECT SECTOR SPDR TR NEW — 0.0% +0.0% 0.2 3,779 +3,779 1 —
☆SCHA funds › SCHWAB STRATEGIC TR NEW — 0.0% +0.0% 0.2 5,552 +5,552 1 —
☆EFV funds › ISHARES TR EXIT — 0.0% -0.0% 0.0 0 -2,833 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 563 67 0.02 69% 0.060 0.817 — in
2026Q1 516 65 0.02 70% 0.059 0.812 — in
2025Q4 515 66 0.01 70% 0.061 0.798 — in
2025Q3 500 65 0.01 70% 0.060 0.794 — in
2025Q2 490 63 0.04 70% 0.060 0.782 — entered
2025Q1 509 74 0.00 70% 0.059 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