TF
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TME Financial’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

TME Financial’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$593K Sell
5,099
-9
-0.2% -$1.04K 0.41% 40
2025
Q4 		$588K Sell
5,108
-40
-0.8% -$4.58K 0.41% 41
2025
Q3 		$586K Sell
5,148
-100
-2% -$11.3K 0.44% 40
2025
Q2 		$591K Sell
5,248
-227
-4% -$25.4K 0.48% 40
2025
Q1 		$610K Buy
5,475
+725
+15% +$80.4K 0.53% 36
2024
Q4 		$517K Buy
+4,750
New +$521K 0.48% 37

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

TME Financial's BOXX Position: Q1 2026 in Review

TME Financial reduced its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 0.18% in Q1 2026, selling an estimated $1.04K and leaving 5,099 shares worth $593K. The position accounts for 0.41% of the portfolio, ranked #40.

TME Financial first reported a position in BOXX in Q4 2024 and has held it in 6 quarters since. The position peaked at $610K in Q1 2025. 333 funds tracked by Wall St. Rank hold BOXX as of Q1 2026.

  • TME Financial held 5,099 shares of Alpha Architect 1-3 Month Box ETF worth $593K as of Q1 2026.
  • TME Financial sold 9 Alpha Architect 1-3 Month Box ETF shares in Q1 2026, an estimated $1.04K.
  • Alpha Architect 1-3 Month Box ETF made up 0.41% of TME Financial's portfolio in Q1 2026, its #40 holding.
  • TME Financial first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2024 and has held it in 6 quarters since.
  • TME Financial's Alpha Architect 1-3 Month Box ETF position peaked at $610K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q1 2026.

Based on TME Financial's 13F filing for Q1 2026, filed 12 May 2026.