§ 13F · FUND PROFILE
Sebold Capital Management, Inc..
AUM · $162M (13F)Positions · 78Turnover · n/a · Q2Filed · Aug 5, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 5, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO EXCHANGE TRADED FD T | 149K | $27M | 16.7% | −1% |
| 2 | VO | VANGUARD INDEX FDS | 44K | $12M | 7.6% | +1% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 58K | $12M | 7.4% | +5% |
| 4 | FNDE | SCHWAB STRATEGIC TR | 277K | $9M | 5.6% | +6% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 133K | $8M | 4.7% | ±0% |
| 6 | VGT | VANGUARD WORLD FD | 9K | $6M | 3.5% | −5% |
| 7 | BND | VANGUARD BD INDEX FDS | 65K | $5M | 2.9% | +11% |
| 8 | FNDA | SCHWAB STRATEGIC TR | 162K | $5M | 2.9% | +3% |
| 9 | IJH | ISHARES TR | 70K | $4M | 2.7% | ±0% |
| 10 | VIOO | VANGUARD ADMIRAL FDS INC | 42K | $4M | 2.6% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEBOLD SIGNAL
AC read
Sebold Capital Management, Inc. is a Other fund managing $162 million in assets. The fund runs a portfolio of 78 positions.
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