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28 weeks later: What's stopping Cambria Tax Aware ETF from hitting its target allocation?
Why 3 to 6 months to compliantly reposition an ETF seeded in-kind isn't crazy
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Brent Sullivan
28 days later: Cambria Tax Aware ETF (ticker TAX) at launch and today
TAX looks like it did on launch day. Tracking error might be a problem.
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Brent Sullivan
Has your direct indexing portfolio become a high-cost index fund?
You have [[[esoteric]]] options
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Brent Sullivan
Can direct indexing + tax-gain harvesting beat the 529 plan?
Kids qualify for an annual tax benefit that no one uses
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Brent Sullivan

December 2024

De-risking concentrated stock by seeding an ETF in-kind
Up to 25% could come from a single stock.
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Brent Sullivan
$27 million AUM contributed in-kind to Cambria Tax Aware ETF (TAX)
Meb calls it "our biggest launch ever" as new ETF is seeded in-kind w/ 56% ETFs, 44% direct equities.
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Brent Sullivan
Can I diversify a large single-stock holding tax-free by seeding an ETF in-kind?
No. Section 351 tests for diversification at the individual and aggregate levels.
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Brent Sullivan
In-kind of a big deal: TAX launches soon
The Cambria Tax Aware ETF should launch on Weds Dec 18, 2024
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Brent Sullivan
Can I seed an ETF in-kind using mutual fund shares?
Technically, yes, but no ETF will take it.
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Brent Sullivan
What's in the BOXX? Part 1: State Rates
BOXX (Alpha Architect's 1-3M box spread ETF) gets punished by state income tax. Does it matter?
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Brent Sullivan
Will seeding ETFs in-kind go mainstream? "I doubt it"
The largest ETF sponsors need to drive costs lower, but they have little incentive to help.
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Brent Sullivan

November 2024

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