☆Vilga Financial Planning LLC
Quality Q
0.364
AUM ($M)
132
Positions
93
Turnover
0.06
Top-10 wt
51%
Herfindahl
0.050
History (qtrs)
3
Excess Return
not eligible
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Holdings · 97 positions · portfolio value $132M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 17.9% | -0.3% | 23.7 | 331,981 | +14,582 | 2 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | ADD | — | 5.2% | -0.2% | 6.9 | 258,660 | +33,344 | 2 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 4.3% | -0.6% | 5.7 | 95,814 | -6,942 | 2 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 4.2% | -0.2% | 5.6 | 72,558 | -520 | 2 | — |
| ☆XLK funds › | SELECT SECTOR SPDR TR | TRIM | — | 3.7% | +0.6% | 4.9 | 25,620 | -273 | 2 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 3.6% | -0.1% | 4.7 | 23,487 | +85 | 2 | — |
| ☆ICSH funds › | ISHARES TR | ADD | — | 3.4% | -0.2% | 4.4 | 87,598 | +8,684 | 2 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 3.3% | -0.2% | 4.4 | 45,281 | +1,266 | 2 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 2.9% | -0.1% | 3.8 | 13,245 | +140 | 2 | — |
| ☆VTWO funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 2.6% | -0.0% | 3.4 | 28,049 | -815 | 2 | — |
| ☆VXUS funds › | VANGUARD STAR FDS | TRIM | — | 2.6% | -0.2% | 3.4 | 39,561 | -132 | 2 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 2.4% | +0.1% | 3.2 | 38,184 | +1,151 | 2 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | HOLD | — | 2.2% | -0.1% | 2.9 | 13,529 | +0 | 2 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 1.7% | -0.0% | 2.2 | 9,364 | +202 | 2 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 1.6% | -0.1% | 2.1 | 26,325 | +19,678 | 2 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 1.6% | +0.1% | 2.1 | 5,854 | +47 | 2 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | ADD | — | 1.6% | +1.3% | 2.1 | 1,802 | +1,010 | 2 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 1.5% | -0.1% | 2.0 | 2,920 | -169 | 2 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 1.4% | -0.0% | 1.9 | 5,048 | +54 | 2 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 1.4% | -0.3% | 1.9 | 4,976 | -250 | 2 | — |
| ☆XLI funds › | SELECT SECTOR SPDR TR | ADD | — | 1.1% | -0.0% | 1.5 | 7,842 | +188 | 2 | — |
| ☆VB funds › | VANGUARD INDEX FDS | HOLD | — | 1.1% | -0.0% | 1.4 | 4,763 | +0 | 2 | — |
| ☆GOOG funds › | ALPHABET INC | ADD | — | 1.0% | +0.1% | 1.3 | 3,782 | +38 | 2 | — |
| ☆IJR funds › | ISHARES TR | HOLD | — | 1.0% | +0.0% | 1.3 | 8,700 | +0 | 2 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 0.9% | +0.3% | 1.3 | 2,621 | +400 | 2 | — |
| ☆XLC funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.9% | -0.2% | 1.2 | 11,323 | -19 | 2 | — |
| ☆XLF funds › | SELECT SECTOR SPDR TR | ADD | — | 0.9% | -0.1% | 1.2 | 21,723 | +168 | 2 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.9% | -0.0% | 1.1 | 1,515 | +3 | 2 | — |
| ☆BNDX funds › | VANGUARD CHARLOTTE FDS | ADD | — | 0.8% | -0.0% | 1.1 | 22,384 | +2,298 | 2 | — |
| ☆CMF funds › | ISHARES TR | HOLD | — | 0.8% | -0.1% | 1.1 | 18,626 | +0 | 2 | — |
| ☆XLY funds › | SELECT SECTOR SPDR TR | ADD | — | 0.8% | -0.0% | 1.1 | 9,038 | +290 | 2 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.8% | -0.2% | 1.1 | 2,111 | -134 | 2 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.8% | -0.1% | 1.0 | 12,373 | +178 | 2 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.8% | +0.0% | 1.0 | 2,676 | +4 | 2 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.7% | -0.0% | 0.9 | 2,210 | +64 | 2 | — |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.7% | -0.0% | 0.9 | 11,000 | +0 | 2 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.7% | +0.1% | 0.9 | 738 | +0 | 2 | — |
| ☆XLV funds › | SELECT SECTOR SPDR TR | ADD | — | 0.7% | -0.0% | 0.9 | 5,454 | +168 | 2 | — |
| ☆V funds › | VISA INC | ADD | — | 0.7% | -0.0% | 0.9 | 2,516 | +33 | 2 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.6% | -0.1% | 0.9 | 1,518 | +3 | 2 | — |
| ☆EFA funds › | ISHARES TR | HOLD | — | 0.6% | -0.1% | 0.8 | 8,121 | +0 | 2 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.6% | -0.0% | 0.8 | 11,970 | +0 | 2 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.6% | -0.0% | 0.8 | 16,915 | +0 | 2 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | ADD | — | 0.6% | -0.0% | 0.7 | 2,229 | +48 | 2 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.4% | -0.0% | 0.6 | 3,725 | +0 | 2 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | TRIM | — | 0.4% | +0.3% | 0.6 | 976 | -9 | 2 | — |
| ☆DFAX funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.4% | -0.0% | 0.5 | 13,404 | +0 | 2 | — |
| ☆FLEX funds › | FLEX LTD | NEW | — | 0.4% | +0.4% | 0.5 | 3,000 | +3,000 | 1 | — |
| ☆BAC funds › | BANK OF AMER CORP | ADD | — | 0.3% | +0.0% | 0.4 | 7,882 | +166 | 2 | — |
| ☆XLP funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | -0.0% | 0.4 | 5,341 | +232 | 2 | — |
| ☆RKLB funds › | ROCKET LAB CORP | HOLD | — | 0.3% | +0.1% | 0.4 | 4,200 | +0 | 2 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.3% | +0.1% | 0.4 | 392 | -4 | 2 | — |
| ☆GE funds › | GE AEROSPACE | TRIM | — | 0.3% | +0.0% | 0.4 | 1,056 | -85 | 2 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | ADD | — | 0.3% | -0.0% | 0.4 | 1,544 | +18 | 2 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | ADD | — | 0.3% | -0.0% | 0.4 | 8,450 | +157 | 2 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | HOLD | — | 0.3% | -0.0% | 0.4 | 3,893 | +0 | 2 | — |
| ☆GLD funds › | SPDR GOLD TR | HOLD | — | 0.3% | -0.1% | 0.4 | 1,000 | +0 | 2 | — |
| ☆VSS funds › | VANGUARD INTL EQUITY INDEX F | HOLD | — | 0.3% | -0.0% | 0.4 | 2,378 | +0 | 2 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.3% | +0.0% | 0.4 | 3,756 | +0 | 2 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | ADD | — | 0.3% | -0.0% | 0.4 | 382 | +28 | 2 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.3% | +0.1% | 0.4 | 852 | +88 | 2 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | HOLD | — | 0.3% | -0.1% | 0.4 | 2,578 | +0 | 2 | — |
| ☆SCO funds › | PROSHARES TR II | NEW | — | 0.3% | +0.3% | 0.4 | 10,000 | +10,000 | 1 | — |
| ☆VLUE funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 0.3 | 1,730 | +0 | 2 | — |
| ☆URI funds › | UNITED RENTALS INC | NEW | — | 0.3% | +0.3% | 0.3 | 304 | +304 | 1 | — |
| ☆ABBV funds › | ABBVIE INC | HOLD | — | 0.3% | -0.0% | 0.3 | 1,321 | +0 | 2 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.3% | -0.1% | 0.3 | 2,929 | +72 | 2 | — |
| ☆XLE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.1% | 0.3 | 6,080 | +232 | 2 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.2% | +0.2% | 0.3 | 677 | +677 | 1 | — |
| ☆XLB funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.0% | 0.3 | 5,708 | +145 | 2 | — |
| ☆DFGR funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.2% | -0.0% | 0.3 | 9,728 | +0 | 2 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.2% | +0.0% | 0.3 | 920 | +0 | 2 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.2% | -0.1% | 0.3 | 772 | -188 | 2 | — |
| ☆KO funds › | COCA COLA CO | HOLD | — | 0.2% | -0.0% | 0.3 | 3,334 | +0 | 2 | — |
| ☆MRK funds › | MERCK & CO INC | ADD | — | 0.2% | -0.0% | 0.3 | 2,091 | +159 | 2 | — |
| ☆RTX funds › | RTX CORPORATION | TRIM | — | 0.2% | -0.1% | 0.3 | 1,379 | -75 | 2 | — |
| ☆CSCO funds › | CISCO SYS INC | NEW | — | 0.2% | +0.2% | 0.3 | 2,225 | +2,225 | 1 | — |
| ☆NFLX funds › | NETFLIX INC. | TRIM | — | 0.2% | -0.1% | 0.3 | 3,588 | -240 | 2 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.2% | +0.2% | 0.3 | 1,833 | +1,833 | 1 | — |
| ☆VRTX funds › | VERTEX PHARMACEUTICALS INC | HOLD | — | 0.2% | -0.0% | 0.3 | 515 | +0 | 2 | — |
| ☆TSEM funds › | TOWER SEMICONDUCTOR LTD | NEW | — | 0.2% | +0.2% | 0.2 | 953 | +953 | 1 | — |
| ☆XLRE funds › | SELECT SECTOR SPDR TR | ADD | — | 0.2% | -0.0% | 0.2 | 5,576 | +198 | 2 | — |
| ☆BKNG funds › | BOOKING HOLDINGS INC | ADD | — | 0.2% | -0.0% | 0.2 | 1,375 | +1,316 | 2 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.2% | +0.2% | 0.2 | 333 | +333 | 1 | — |
| ☆SCHE funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.2% | -0.0% | 0.2 | 6,571 | +0 | 2 | — |
| ☆MS funds › | MORGAN STANLEY | NEW | — | 0.2% | +0.2% | 0.2 | 1,058 | +1,058 | 1 | — |
| ☆USFR funds › | WISDOMTREE TR | HOLD | — | 0.2% | -0.0% | 0.2 | 4,376 | +0 | 2 | — |
| ☆MO funds › | ALTRIA GROUP INC | NEW | — | 0.2% | +0.2% | 0.2 | 3,011 | +3,011 | 1 | — |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.2% | -0.0% | 0.2 | 945 | -31 | 2 | — |
| ☆DFEV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.2 | 4,874 | +4,874 | 1 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.2 | 5,164 | +5,164 | 1 | — |
| ☆QQQ funds › | INVESCO QQQ TR | NEW | — | 0.2% | +0.2% | 0.2 | 278 | +278 | 1 | — |
| ☆DFAI funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.2% | +0.2% | 0.2 | 4,896 | +4,896 | 1 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -1,301 | 0 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -485 | 0 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -458 | 0 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -1,449 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 132 | 93 | 0.06 | 51% | 0.050 | 0.364 | — | in |
| 2026Q1 | 112 | 83 | 0.09 | 52% | 0.052 | 0.306 | — | entered |
| 2025Q4 | 104 | 81 | 0.00 | 50% | 0.050 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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