Fund Universe

Bernicke Wealth Management, Ltd.

CIK 1569863 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.900
AUM ($M)
861
Positions
111
Turnover
0.03
Top-10 wt
82%
Herfindahl
0.101
History (qtrs)
3
Excess Return

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Quarter
Activity this period
Security type

Holdings · 114 positions · portfolio value $861M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
CUSIP:25434V625 funds › DIMENSIONAL ETF TRUST ADD 18.8% +0.6% 162.2 1,978,011 +20,048 2
VCIT funds › VANGUARD SCOTTSDALE FDS ADD 17.4% -1.1% 149.5 1,808,658 +85,950 2
DFIC funds › DIMENSIONAL ETF TRUST ADD 9.6% -0.5% 83.0 2,226,505 +25,869 2
RSP funds › INVESCO EXCHANGE TRADED FD T ADD 9.5% +0.2% 81.8 384,396 +11,464 2
ACWI funds › ISHARES TR ADD 8.8% +0.3% 76.1 484,549 +7,114 2
DFAS funds › DIMENSIONAL ETF TRUST ADD 8.0% +0.5% 68.6 833,700 +16,615 2
BBHY funds › J P MORGAN EXCHANGE TRADED F ADD 3.4% -0.2% 29.7 644,153 +28,421 2
MUB funds › ISHARES TR ADD 2.6% -0.2% 22.7 210,540 +7,732 2
EMB funds › ISHARES TR ADD 2.4% -0.1% 20.3 210,303 +8,569 2
NVDA funds › NVIDIA CORPORATION ADD 1.3% +0.1% 11.0 54,769 +549 2
AAPL funds › APPLE INC TRIM 1.3% +0.0% 10.9 37,624 -450 2
GOOGL funds › ALPHABET INC ADD 1.2% +0.1% 10.5 29,380 +248 2
VT funds › VANGUARD INTL EQUITY INDEX F TRIM 1.0% +0.0% 8.4 53,541 -335 2
MSFT funds › MICROSOFT CORP TRIM 0.7% -0.1% 6.4 17,096 -1,189 2
AMZN funds › AMAZON COM INC ADD 0.7% +0.0% 6.3 26,564 +651 2
LLY funds › ELI LILLY & CO TRIM 0.6% +0.1% 5.1 4,293 -73 2
DFAC funds › DIMENSIONAL ETF TRUST TRIM 0.6% +0.0% 4.9 109,734 -1,436 2
VTI funds › VANGUARD INDEX FDS ADD 0.6% +0.0% 4.8 12,890 +207 2
HYD funds › VANECK ETF TRUST ADD 0.5% -0.0% 4.5 87,134 +1,681 2
AMD funds › ADVANCED MICRO DEVICES INC TRIM 0.5% +0.3% 4.1 7,072 -189 2
AVGO funds › BROADCOM INC ADD 0.5% +0.0% 4.0 10,495 +222 2
JPM funds › JPMORGAN CHASE & CO TRIM 0.4% -0.0% 3.5 10,706 -156 2
BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM 0.4% -0.0% 3.3 6,527 -152 2
VUG funds › VANGUARD INDEX FDS ADD 0.4% +0.0% 3.1 36,212 +30,172 2
META funds › META PLATFORMS INC TRIM 0.3% -0.1% 2.9 5,225 -129 2
V funds › VISA INC TRIM 0.3% +0.0% 2.9 8,371 -164 2
TSLA funds › TESLA INC TRIM 0.3% -0.0% 2.7 6,325 -131 2
IJR funds › ISHARES TR HOLD 0.3% +0.0% 2.6 17,409 +0 2
EQL funds › ALPS ETF TR TRIM ETP 0.3% -0.0% 2.6 51,101 -103 2
VXUS funds › VANGUARD STAR FDS TRIM 0.3% -0.0% 2.5 29,013 -615 2
COST funds › COSTCO WHOLESALE CORPORATION TRIM 0.3% -0.1% 2.4 2,533 -50 2
BAC funds › BANK OF AMER CORP TRIM 0.2% +0.0% 2.1 37,416 -1,313 2
VEA funds › VANGUARD TAX-MANAGED FDS TRIM 0.2% -0.0% 2.0 28,031 -18 2
CVX funds › CHEVRON CORPORATION ADD 0.2% -0.1% 1.8 10,805 +95 2
VTEB funds › VANGUARD MUN BD FDS ADD 0.2% -0.0% 1.6 31,862 +994 2
ECL funds › ECOLAB INC ADD 0.2% -0.0% 1.6 5,668 +14 2
PANW funds › PALO ALTO NETWORKS INC TRIM 0.2% +0.1% 1.5 4,481 -523 2
JNJ funds › JOHNSON & JOHNSON ADD 0.2% -0.0% 1.5 5,992 +215 2
DIA funds › STATE STR SPDR DOW JONES IND TRIM 0.2% -0.0% 1.5 2,885 -195 2
PG funds › PROCTER & GAMBLE CO TRIM 0.2% -0.0% 1.4 9,831 -1,443 2
UNH funds › UNITEDHEALTH GROUP INC TRIM 0.2% +0.0% 1.4 3,452 -282 2
WFC funds › WELLS FARGO & CO TRIM 0.2% -0.0% 1.4 17,208 -652 2
WMT funds › WALMART INC ADD 0.2% -0.0% 1.4 12,548 +89 2
ELMD funds › ELECTROMED INC HOLD 0.2% +0.1% 1.4 32,622 +0 2
CUSIP:30231G102 funds › EXXON MOBIL CORP ADD 0.1% -0.1% 1.3 9,186 +213 2
FAST funds › FASTENAL CO ADD 0.1% -0.0% 1.2 25,890 +139 2
ABBV funds › ABBVIE INC ADD 0.1% +0.0% 1.2 4,766 +159 2
JMUB funds › J P MORGAN EXCHANGE TRADED F TRIM 0.1% -0.0% 1.2 23,325 -2,953 2
LOW funds › LOWES COS INC TRIM 0.1% -0.0% 1.2 5,340 -386 2
PRF funds › INVESCO EXCHANGE TRADED FD T HOLD 0.1% +0.0% 1.1 20,441 +0 2
SLYV funds › SPDR SERIES TRUST TRIM 0.1% +0.0% 1.1 10,004 -14 2
XEL funds › XCEL ENERGY INC ADD 0.1% +0.0% 1.1 13,267 +2,394 2
VBK funds › VANGUARD INDEX FDS ADD 0.1% +0.0% 1.0 2,833 +7 2
SPSM funds › SPDR SERIES TRUST HOLD 0.1% +0.0% 1.0 17,959 +0 2
CSCO funds › CISCO SYS INC TRIM 0.1% +0.0% 1.0 8,688 -198 2
SPY funds › STATE STR SPDR S&P 500 ETF T ADD 0.1% +0.0% 0.9 1,254 +7 2
GE funds › GE AEROSPACE ADD 0.1% +0.0% 0.9 2,505 +25 2
MA funds › MASTERCARD INCORPORATED ADD 0.1% -0.0% 0.9 1,674 +29 2
XLK funds › SELECT SECTOR SPDR TR NEW 0.1% +0.1% 0.9 4,490 +4,490 1
HD funds › HOME DEPOT INC TRIM 0.1% -0.0% 0.8 2,334 -28 2
SPG funds › SIMON PPTY GROUP INC NEW HOLD 0.1% +0.0% 0.8 3,664 +0 2
SPDW funds › SPDR INDEX SHS FDS TRIM 0.1% -0.0% 0.8 15,776 -105 2
ORCL funds › ORACLE CORP TRIM 0.1% -0.0% 0.8 5,387 -189 2
PEP funds › PEPSICO INC TRIM 0.1% -0.0% 0.8 5,701 -2 2
IBM funds › INTERNATIONAL BUSINESS MACHS TRIM 0.1% +0.0% 0.8 2,672 -37 2
VOO funds › VANGUARD INDEX FDS ADD 0.1% +0.1% 0.7 1,082 +660 2
LMT funds › LOCKHEED MARTIN CORP TRIM 0.1% -0.0% 0.7 1,433 -132 2
LNG funds › CHENIERE ENERGY INC TRIM 0.1% -0.0% 0.7 2,914 -421 2
VB funds › VANGUARD INDEX FDS HOLD 0.1% +0.0% 0.7 2,273 +0 2
IVV funds › ISHARES TR ADD 0.1% +0.0% 0.7 892 +49 2
CAT funds › CATERPILLAR INC HOLD 0.1% +0.0% 0.6 604 +0 2
NFLX funds › NETFLIX INC. ADD 0.1% -0.0% 0.6 8,681 +196 2
QQQ funds › INVESCO QQQ TR NEW 0.1% +0.1% 0.6 821 +821 1
F funds › FORD MTR CO ADD 0.1% +0.0% 0.6 39,789 +792 2
NOC funds › NORTHROP GRUMMAN CORP ADD 0.1% -0.0% 0.5 1,077 +5 2
PLTR funds › PALANTIR TECHNOLOGIES INC TRIM 0.1% -0.0% 0.5 4,435 -517 2
APD funds › AIR PRODUCTS AND CHEMICALS I TRIM 0.1% -0.0% 0.4 1,503 -297 2
DCI funds › DONALDSON INC TRIM 0.1% -0.0% 0.4 4,808 -346 2
IYY funds › ISHARES TR HOLD 0.0% +0.0% 0.4 2,351 +0 2
SCHD funds › SCHWAB STRATEGIC TR ADD 0.0% +0.0% 0.4 13,313 +3,284 2
MCD funds › MCDONALDS CORP ADD 0.0% -0.0% 0.4 1,526 +3 2
CRM funds › SALESFORCE INC TRIM 0.0% -0.0% 0.4 2,445 -426 2
DIS funds › DISNEY WALT CO TRIM 0.0% -0.0% 0.4 3,886 -306 2
VYM funds › VANGUARD WHITEHALL FDS ADD 0.0% +0.0% 0.4 2,304 +170 2
VIS funds › VANGUARD WORLD FD HOLD 0.0% +0.0% 0.3 934 +0 2
YUM funds › YUM BRANDS INC TRIM 0.0% -0.0% 0.3 1,889 -2 2
VBR funds › VANGUARD INDEX FDS ADD 0.0% +0.0% 0.3 1,217 +246 2
VOE funds › VANGUARD INDEX FDS TRIM 0.0% -0.0% 0.3 1,485 -540 2
MMM funds › 3M CO NEW 0.0% +0.0% 0.3 1,764 +1,764 1
HDEF funds › DBX ETF TR HOLD 0.0% -0.0% 0.3 8,667 +0 2
EFG funds › ISHARES TR HOLD 0.0% +0.0% 0.3 2,227 +0 2
VIG funds › VANGUARD SPECIALIZED FUNDS ADD 0.0% +0.0% 0.3 1,125 +157 2
ADX funds › ADAMS DIVERSIFIED EQUITY FD ADD 0.0% +0.0% 0.3 10,409 +196 2
USB funds › US BANCORP HOLD 0.0% +0.0% 0.3 4,191 +0 2
ENB funds › ENBRIDGE INC HOLD 0.0% -0.0% 0.2 4,471 +0 2
HON funds › HONEYWELL INTL INC NEW 0.0% +0.0% 0.2 1,082 +1,082 1
VPU funds › VANGUARD WORLD FD HOLD 0.0% -0.0% 0.2 1,207 +0 2
DFSV funds › DIMENSIONAL ETF TRUST TRIM 0.0% -0.0% 0.2 6,076 -2,778 2
UNP funds › UNION PAC CORP HOLD 0.0% +0.0% 0.2 861 +0 2
BBY funds › BEST BUY INC NEW 0.0% +0.0% 0.2 3,073 +3,073 1
PSLV funds › SPROTT ASSET MANAGEMENT LP HOLD 0.0% -0.0% 0.2 12,297 +0 2
DTE funds › DTE ENERGY CO HOLD 0.0% -0.0% 0.2 1,509 +0 2
PM funds › PHILIP MORRIS INTL INC NEW 0.0% +0.0% 0.2 1,261 +1,261 1
SO funds › SOUTHERN CO HOLD 0.0% -0.0% 0.2 2,311 +0 2
NEE funds › NEXTERA ENERGY INC NEW 0.0% +0.0% 0.2 2,508 +2,508 1
VO funds › VANGUARD INDEX FDS NEW 0.0% +0.0% 0.2 2,592 +2,592 1
HYMB funds › SPDR SERIES TRUST HOLD 0.0% -0.0% 0.2 8,148 +0 2
T funds › AT&T INC TRIM 0.0% -0.0% 0.2 10,013 -98 2
CUSIP:921932778 funds › VANGUARD ADMIRAL FDS INC NEW 0.0% +0.0% 0.2 1,746 +1,746 1
ONEQ funds › FIDELITY COMWLTH TR NEW 0.0% +0.0% 0.2 1,954 +1,954 1
DE funds › DEERE & CO NEW 0.0% +0.0% 0.2 316 +316 1
CUSIP:438516106 funds › HONEYWELL INTL INC EXIT 0.0% -0.1% 0.0 0 -2,169 0
NOW funds › SERVICENOW INC EXIT 0.0% -0.0% 0.0 0 -1,959 0
HAL funds › HALLIBURTON CO EXIT 0.0% -0.0% 0.0 0 -5,752 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 861 111 0.03 82% 0.101 0.899 in
2026Q1 774 103 0.02 82% 0.103 0.907 entered
2025Q4 779 100 0.00 81% 0.100 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