Fund Universe

Balanced Rock Investment Advisors LLC

CIK 0002011851 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.274
AUM ($M)
160
Positions
102
Turnover
0.07
Top-10 wt
40%
Herfindahl
0.025
History (qtrs)
6
Excess Return
not eligible

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Holdings · 105 positions · portfolio value $160M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
DFSI funds › DIMENSIONAL ETF TRUST ADD 6.2% -0.1% 10.0 220,624 +6,939 5
EVTR funds › MORGAN STANLEY ETF TRUST ADD 5.4% -0.1% 8.6 169,176 +15,101 5
RAFE funds › PIMCO EQUITY SER ADD 4.6% +0.2% 7.3 152,855 +3,671 5
USXF funds › ISHARES TR TRIM 4.2% +0.2% 6.8 97,385 -6,714 5
SPHQ funds › INVESCO EXCHANGE TRADED FD T TRIM 3.8% +0.2% 6.1 67,413 -931 5
ESGU funds › ISHARES TR TRIM 3.7% +0.1% 5.9 35,948 -43 5
DMXF funds › ISHARES TR ADD 3.3% +0.0% 5.3 62,987 +656 5
DFGR funds › DIMENSIONAL ETF TRUST TRIM 3.2% -0.1% 5.1 175,340 -429 5
VGLT funds › VANGUARD SCOTTSDALE FDS ADD 2.9% +1.6% 4.7 85,607 +51,043 5
ESGD funds › ISHARES TR TRIM 2.8% -0.2% 4.5 43,951 -1,111 5
DFSE funds › DIMENSIONAL ETF TRUST TRIM 2.5% -0.2% 4.0 81,686 -7,219 5
LTPZ funds › PIMCO ETF TR ADD 2.4% +0.2% 3.8 74,537 +13,491 5
HYXF funds › ISHARES TR ADD 2.3% -0.0% 3.7 80,019 +6,920 5
VCRM funds › VANGUARD MUN BD FDS ADD 2.3% -0.2% 3.7 48,515 +742 5
VSGX funds › VANGUARD WORLD FD TRIM 2.2% -0.0% 3.6 43,732 -1,600 5
EUSB funds › ISHARES TR ADD 1.9% -0.2% 3.1 70,839 +2,283 5
VGSR funds › MANAGER DIRECTED PORTFOLIOS ADD 1.8% -0.0% 2.9 258,929 +2,839 5
IMCG funds › ISHARES TR NEW 1.8% +1.8% 2.9 29,812 +29,812 1
JCPI funds › J P MORGAN EXCHANGE TRADED F ADD 1.8% -0.0% 2.9 59,890 +6,482 5
DFIP funds › DIMENSIONAL ETF TRUST ADD 1.8% -0.0% 2.8 69,050 +7,497 5
NULV funds › NUSHARES ETF TR TRIM 1.7% -0.1% 2.7 54,965 -3,129 5
BNDX funds › VANGUARD CHARLOTTE FDS ADD 1.7% -0.1% 2.7 55,534 +3,077 5
VV funds › VANGUARD INDEX FDS TRIM 1.6% -0.0% 2.6 7,579 -383 5
EAGG funds › ISHARES TR TRIM 1.6% -0.2% 2.6 53,828 -920 5
EMXF funds › ISHARES TR TRIM 1.5% +0.0% 2.4 41,421 -2,326 5
VEA funds › VANGUARD TAX-MANAGED FDS ADD 1.4% -0.0% 2.2 31,060 +110 5
VO funds › VANGUARD INDEX FDS ADD 1.2% -0.0% 1.9 23,854 +17,702 5
MGK funds › VANGUARD WORLD FD ADD 1.1% +0.0% 1.7 19,462 +15,410 5
DFSU funds › DIMENSIONAL ETF TRUST ADD 1.0% +0.1% 1.5 33,229 +2,728 5
XJH funds › ISHARES TR TRIM 1.0% -0.2% 1.5 29,570 -6,170 5
AAPL funds › APPLE INC ADD 0.9% +0.4% 1.5 5,128 +2,040 5
JPIB funds › J P MORGAN EXCHANGE TRADED F ADD 0.9% -0.0% 1.5 30,284 +1,960 5
TD funds › TORONTO DOMINION BK ONT TRIM 0.9% -0.0% 1.4 11,776 -2,000 5
CUSIP:921910733 funds › VANGUARD WORLD FD TRIM 0.9% -0.0% 1.4 10,696 -720 5
ESGE funds › ISHARES INC TRIM 0.9% -0.0% 1.4 25,159 -1,798 5
VTIP funds › VANGUARD MALVERN FDS TRIM 0.8% -0.9% 1.3 25,138 -21,910 5
DFAI funds › DIMENSIONAL ETF TRUST ADD 0.8% -0.0% 1.2 29,590 +266 5
SCHO funds › SCHWAB STRATEGIC TR TRIM 0.6% -0.6% 1.0 43,116 -28,010 5
JSMD funds › JANUS DETROIT STR TR ADD 0.6% +0.1% 0.9 9,181 +1,459 5
GOOGL funds › ALPHABET INC ADD 0.6% +0.1% 0.9 2,576 +124 5
ESML funds › ISHARES TR TRIM 0.6% -0.1% 0.9 15,928 -3,457 5
VTV funds › VANGUARD INDEX FDS TRIM 0.6% -0.0% 0.9 4,072 -48 5
CGW funds › INVESCO EXCH TRADED FD TR II ADD 0.5% +0.0% 0.8 12,634 +1,102 5
ICLN funds › ISHARES TR TRIM 0.5% -0.1% 0.8 39,972 -6,051 5
NVDA funds › NVIDIA CORPORATION ADD 0.5% +0.1% 0.8 4,073 +1,001 5
C funds › CITIGROUP INC TRIM 0.5% +0.0% 0.8 5,410 -454 5
BUD funds › ANHEUSER BUSCH INBEV SA NV ADD 0.5% +0.0% 0.8 9,140 +14 5
DFAE funds › DIMENSIONAL ETF TRUST TRIM 0.5% +0.0% 0.7 18,172 -834 5
BND funds › VANGUARD BD INDEX FDS TRIM 0.5% -0.3% 0.7 9,925 -5,225 5
GM funds › GENERAL MTRS CO TRIM 0.4% -0.0% 0.7 9,025 -133 5
VB funds › VANGUARD INDEX FDS TRIM 0.4% -0.0% 0.6 2,107 -92 5
GILD funds › GILEAD SCIENCES INC ADD 0.4% -0.1% 0.6 4,990 +31 5
MSFT funds › MICROSOFT CORP ADD 0.4% +0.1% 0.6 1,637 +407 5
VUG funds › VANGUARD INDEX FDS ADD 0.4% +0.0% 0.6 7,049 +5,871 5
PAGS funds › PAGSEGURO DIGITAL LTD ADD 0.4% -0.0% 0.6 66,904 +6,596 5
FPEI funds › FIRST TR EXCH TRADED FD III ADD 0.4% -0.0% 0.6 31,277 +2,349 5
CRTO funds › CRITEO S A ADD 0.4% +0.1% 0.6 32,372 +9,175 5
VWO funds › VANGUARD INTL EQUITY INDEX F ADD 0.4% -0.0% 0.6 9,807 +118 5
PFXF funds › VANECK ETF TRUST ADD 0.4% -0.0% 0.6 32,395 +1,897 5
FSMD funds › FIDELITY COVINGTON TRUST ADD 0.4% +0.0% 0.6 10,902 +515 5
VWOB funds › VANGUARD WHITEHALL FDS TRIM 0.3% -1.3% 0.6 8,324 -26,577 5
SCHX funds › SCHWAB STRATEGIC TR TRIM 0.3% +0.0% 0.5 18,015 -114 5
IDEV funds › ISHARES TR TRIM 0.3% -0.1% 0.5 5,638 -944 5
SPY funds › STATE STR SPDR S&P 500 ETF T TRIM 0.3% +0.0% 0.5 671 -5 5
BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD 0.3% +0.0% 0.5 981 +157 5
AGG funds › ISHARES TR TRIM 0.3% -0.1% 0.5 4,949 -263 5
BEPC funds › BROOKFIELD RENEWABLE CORP ADD 0.3% -0.0% 0.5 13,033 +743 5
LLY funds › ELI LILLY & CO ADD 0.3% +0.1% 0.5 389 +49 5
CMCSA funds › COMCAST CORP NEW ADD 0.3% +0.0% 0.4 17,636 +4,342 5
XJR funds › ISHARES TR TRIM 0.3% -0.0% 0.4 8,019 -1,089 5
JPM funds › JPMORGAN CHASE & CO ADD 0.3% +0.0% 0.4 1,259 +151 3
VNQ funds › VANGUARD INDEX FDS TRIM 0.3% -0.0% 0.4 4,232 -93 5
GOOG funds › ALPHABET INC ADD 0.2% +0.0% 0.4 1,130 +95 4
JNJ funds › JOHNSON & JOHNSON TRIM 0.2% -0.0% 0.4 1,485 -149 5
FALN funds › ISHARES TR ADD 0.2% -0.0% 0.4 13,631 +988 5
HYDB funds › ISHARES TR ADD 0.2% -0.0% 0.4 7,885 +605 5
IEMG funds › ISHARES INC ADD 0.2% +0.0% 0.4 4,277 +245 5
AVGO funds › BROADCOM INC ADD 0.2% +0.1% 0.4 937 +158 2
SUSA funds › ISHARES TR TRIM 0.2% +0.0% 0.3 2,255 -45 5
NUSC funds › NUSHARES ETF TR TRIM 0.2% -0.1% 0.3 6,577 -2,014 5
MELI funds › MERCADOLIBRE INC HOLD 0.2% -0.0% 0.3 190 +0 5
IVV funds › ISHARES TR ADD 0.2% +0.0% 0.3 418 +64 2
GPN funds › GLOBAL PMTS INC TRIM 0.2% -0.0% 0.3 4,188 -208 5
LIND funds › LINDBLAD EXPEDITIONS HLDGS I TRIM 0.2% +0.0% 0.3 10,614 -1,967 5
IEFA funds › ISHARES TR TRIM 0.2% -0.0% 0.3 3,091 -6 5
VNQI funds › VANGUARD INTL EQUITY INDEX F TRIM 0.2% -0.0% 0.3 6,594 -498 5
AMZN funds › AMAZON COM INC ADD 0.2% +0.0% 0.3 1,229 +175 2
QQQ funds › INVESCO QQQ TR TRIM 0.2% +0.0% 0.3 397 -11 5
VEEV funds › VEEVA SYS INC NEW 0.2% +0.2% 0.3 1,605 +1,605 1
MDT funds › MEDTRONIC PLC TRIM 0.2% -0.1% 0.3 3,346 -481 5
WDS funds › WOODSIDE ENERGY GROUP LTD TRIM 0.2% -0.1% 0.3 13,033 -902 5
DFAT funds › DIMENSIONAL ETF TRUST TRIM 0.1% -0.0% 0.2 3,304 -19 2
AMGN funds › AMGEN INC TRIM 0.1% -0.0% 0.2 620 -7 2
SUB funds › ISHARES TR TRIM 0.1% -0.1% 0.2 2,078 -982 5
VOO funds › VANGUARD INDEX FDS NEW 0.1% +0.1% 0.2 322 +322 1
DFAU funds › DIMENSIONAL ETF TRUST NEW 0.1% +0.1% 0.2 4,254 +4,254 1
ABBV funds › ABBVIE INC NEW 0.1% +0.1% 0.2 872 +872 1
AMD funds › ADVANCED MICRO DEVICES INC NEW 0.1% +0.1% 0.2 377 +377 1
PNFP funds › PINNACLE FINL PARTNERS INC NEW 0.1% +0.1% 0.2 2,080 +2,080 1
SCHV funds › SCHWAB STRATEGIC TR NEW 0.1% +0.1% 0.2 5,887 +5,887 1
CRM funds › SALESFORCE INC TRIM 0.1% -0.1% 0.2 1,306 -187 5
USHY funds › ISHARES TR NEW 0.1% +0.1% 0.2 5,427 +5,427 1
FLTR funds › VANECK ETF TRUST EXIT 0.0% -0.3% 0.0 0 -19,013 0
T funds › AT&T INC EXIT 0.0% -0.2% 0.0 0 -8,097 0
BLK funds › BLACKROCK INC EXIT 0.0% -0.1% 0.0 0 -214 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 160 102 0.07 40% 0.025 0.274 in
2026Q1 143 96 0.02 40% 0.025 0.342 in
2025Q4 141 92 0.03 40% 0.025 0.294 in
2025Q3 137 96 0.02 40% 0.025 0.304 in
2025Q2 127 96 0.25 40% 0.025 0.069 entered
2025Q1 125 89 0.00 47% 0.032 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