☆Krane Financial Solutions LLC
Quality Q
0.588
AUM ($M)
162
Positions
55
Turnover
0.04
Top-10 wt
67%
Herfindahl
0.055
History (qtrs)
2
Excess Return
not eligible
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Holdings · 57 positions · portfolio value $162M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IWF funds › | ISHARES TR | ADD | — | 9.6% | +0.1% | 15.6 | 125,835 | +93,124 | 1 | — |
| ☆IWR funds › | ISHARES TR | TRIM | — | 8.8% | +0.1% | 14.4 | 130,220 | -2,458 | 1 | — |
| ☆IWD funds › | ISHARES TR | TRIM | — | 8.2% | -0.1% | 13.4 | 55,203 | -2,170 | 1 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 7.4% | +0.3% | 12.0 | 124,803 | +7,042 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 6.7% | -2.2% | 10.9 | 29,689 | -692 | 1 | — |
| ☆VB funds › | VANGUARD INDEX FDS | TRIM | — | 6.5% | +0.3% | 10.6 | 34,974 | -122 | 1 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 5.2% | +0.4% | 8.5 | 98,099 | +82,004 | 1 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 5.0% | -0.5% | 8.1 | 104,176 | +1,805 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | TRIM | — | 5.0% | -0.1% | 8.1 | 36,958 | -1,141 | 1 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 4.0% | +0.1% | 6.6 | 81,379 | +61,197 | 1 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 3.9% | +0.1% | 6.3 | 21,652 | -142 | 1 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 3.7% | -0.0% | 6.0 | 100,521 | -1,079 | 1 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 3.6% | -0.2% | 5.9 | 56,485 | -600 | 1 | — |
| ☆IWM funds › | ISHARES TR | TRIM | — | 3.4% | +0.3% | 5.5 | 18,360 | -259 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 3.0% | -0.0% | 4.8 | 67,865 | -1,060 | 1 | — |
| ☆IYR funds › | ISHARES TR | TRIM | — | 1.2% | -0.1% | 1.9 | 18,692 | -1,658 | 1 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 1.2% | -0.1% | 1.9 | 26,012 | +79 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | ADD | — | 0.9% | +0.5% | 1.5 | 2,130 | +43 | 1 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.8% | +0.0% | 1.3 | 4,078 | +95 | 1 | — |
| ☆ESLT funds › | ELBIT SYS LTD | HOLD | — | 0.8% | -0.2% | 1.3 | 1,700 | +0 | 1 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.7% | +0.1% | 1.2 | 3,218 | +100 | 1 | — |
| ☆MS funds › | MORGAN STANLEY | ADD | — | 0.7% | +0.1% | 1.1 | 5,217 | +27 | 1 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.7% | +0.1% | 1.1 | 1,420 | +129 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.6% | +0.1% | 1.1 | 1,529 | +153 | 1 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.6% | +0.0% | 0.9 | 4,007 | +224 | 1 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.6% | -0.0% | 0.9 | 2,588 | -349 | 1 | — |
| ☆TSLA funds › | TESLA INC | TRIM | — | 0.5% | -0.0% | 0.8 | 1,928 | -100 | 1 | — |
| ☆PDBC funds › | INVESCO ACTVELY MNGD ETC FD | ADD | — | 0.5% | -0.0% | 0.8 | 48,363 | +7,261 | 1 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.5% | +0.1% | 0.8 | 4,122 | +16 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.4% | +0.1% | 0.6 | 588 | +1 | 1 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 0.4% | -0.1% | 0.6 | 660 | -52 | 1 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 0.4% | +0.0% | 0.6 | 1,644 | +185 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | +0.0% | 0.6 | 1,593 | +154 | 1 | — |
| ☆AMZN funds › | AMAZON COM INC | TRIM | — | 0.3% | +0.0% | 0.6 | 2,313 | -22 | 1 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | NEW | — | 0.3% | +0.3% | 0.5 | 5,502 | +5,502 | 1 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.3% | +0.1% | 0.4 | 1,194 | +221 | 1 | — |
| ☆USRT funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.4 | 6,041 | +35 | 1 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 0.4 | 2,653 | -12 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.2% | +0.0% | 0.4 | 1,869 | +154 | 1 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.2% | -0.1% | 0.4 | 636 | -108 | 1 | — |
| ☆DIS funds › | DISNEY WALT CO | ADD | — | 0.2% | +0.0% | 0.3 | 3,418 | +822 | 1 | — |
| ☆EEM funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 0.3 | 4,762 | -518 | 1 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 0.2% | +0.0% | 0.3 | 4,117 | +338 | 1 | — |
| ☆BMO funds › | BANK MONTREAL MEDIUM | HOLD | — | 0.2% | +0.0% | 0.3 | 1,738 | +0 | 1 | — |
| ☆SHM funds › | SPDR SERIES TRUST | ADD | — | 0.2% | +0.0% | 0.3 | 6,289 | +1,071 | 1 | — |
| ☆RSP funds › | INVESCO EXCHANGE TRADED FD T | HOLD | — | 0.2% | +0.0% | 0.3 | 1,383 | +0 | 1 | — |
| ☆IVOO funds › | VANGUARD ADMIRAL FDS INC | NEW | — | 0.1% | +0.1% | 0.2 | 1,747 | +1,747 | 1 | — |
| ☆IVV funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 302 | +302 | 1 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 0.1% | +0.1% | 0.2 | 970 | +970 | 1 | — |
| ☆DLN funds › | WISDOMTREE TR | NEW | — | 0.1% | +0.1% | 0.2 | 2,227 | +2,227 | 1 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 0.1% | +0.1% | 0.2 | 969 | +969 | 1 | — |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.1% | +0.1% | 0.2 | 216 | +216 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.1% | -0.1% | 0.2 | 2,911 | -30 | 1 | — |
| ☆FBTC funds › | FIDELITY WISE ORIGIN BITCOIN | NEW | — | 0.1% | +0.1% | 0.2 | 3,984 | +3,984 | 1 | — |
| ☆DVY funds › | ISHARES TR | NEW | — | 0.1% | +0.1% | 0.2 | 1,299 | +1,299 | 1 | — |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -1,935 | 0 | — |
| ☆VIVO funds › | VIVOPOWER PLC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -204,720 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 162 | 55 | 0.04 | 67% | 0.055 | 0.588 | — | entered |
| 2026Q1 | 147 | 48 | 0.00 | 68% | 0.057 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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