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AAUAAlpha Architect US Equity 3 ETF

Grow my moneyNewRanked #1,355 of 2,960 in this goal

Seeks to achieve long-term capital appreciation.

By Alpha Architect · Launched 2026

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$374M

#1,803 of 5,562 · large

Return (1Y)Goal

N/A

Track Record

3 months

#5,309 of 5,562 · young

Performance

Total-return NAV · USD
Growth of $10,000
$11,260+12.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

What it actually holds

By weight

Concentration

Top 10 holdings = 37.1% of fundwell diversified

Apple IncAAPL
7.8%
NVIDIA CorpNVDA
7.0%
Microsoft CorpMSFT
3.5%
Meta Platforms Inc Class AMETA
3.5%
Broadcom IncAVGO
3.3%
Alphabet Inc Class CGOOG
2.8%
State Street® SPDR® S&P 500® ETFSPY
2.7%
Alpha Architect US Equity ETFAAUS
2.5%
Carvana Co Class ACVNA
2.2%
Amazon.com IncAMZN
1.8%

Asset allocation

Stocks
99.6%
Cash
0.2%
Other
0.2%

By sector

Technology
38.6%
Communication
11.5%
Financial Services
10.6%
Consumer Cyclical
10.6%
Healthcare
9.6%
Industrials
9.2%
Consumer Defensive
3.6%
Energy
2.8%
Other
3.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-5.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange
Cboe BZX, NYSE American

Full fund details

Objective
Seeks to achieve long-term capital appreciation.
Strategy
Actively managed ETF seeking broad-based exposure to U.S. equities through a diverse group of companies across sectors and styles. At least 80% of net assets will be invested in U.S. equity securities, including common and preferred stocks, MLPs, and ETFs. The Sub-Adviser may implement a dividend-timing strategy to take advantage of price imbalances around dividend distributions while maintaining broad market exposure.
Inception date
March 18, 2026
Fund family
Alpha Architect

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Data updated on 2026-06-20