Fund Universe

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☆93 Financial Group, LLC

CIK 0002112320 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.906
AUM ($M)
253
Positions
9
Turnover
0.02
Top-10 wt
100%
Herfindahl
0.207
History (qtrs)
3
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 9 positions · portfolio value $253M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VONG funds › VANGUARD SCOTTSDALE FDS ADD — 30.3% +1.0% 76.9 601,405 +2,206 2 —
☆SCHM funds › SCHWAB STRATEGIC TR TRIM — 21.8% -0.0% 55.3 1,499,269 -83,872 2 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 21.5% +0.7% 54.5 1,508,904 -99,741 2 —
☆USRT funds › ISHARES TR TRIM — 9.2% -0.7% 23.4 351,878 -25,051 2 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 8.8% -0.3% 22.4 617,288 -5,718 2 —
☆SPMB funds › SPDR SERIES TRUST ADD — 7.1% -0.7% 17.9 801,374 +21,700 2 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 1.0% +0.1% 2.5 84,839 +8,664 2 —
☆CWB funds › SPDR SERIES TRUST TRIM — 0.1% -0.0% 0.3 2,804 -298 2 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 0.1% -0.0% 0.2 8,390 +283 2 —

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 253 9 0.02 100% 0.207 0.906 — in
2026Q1 224 9 0.02 100% 0.202 0.896 — entered
2025Q4 230 9 0.00 100% 0.208 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