AAUS
Alpha Architect US Equity ETF
stock NASDAQ ETF

To expand with a more complete ai answer
If you're looking to participate in an upcoming launch (like the recently launched AAUS or AAEQ), here is the standard onboarding process:
1. Submit Portfolio for Review: You must provide a "Portfolio Template" or tax-lot data to their onboarding team. They use this to verify if your holdings meet the IRS diversification tests.
2. Onboarding Call: Once the portfolio is vetted, you'll have an onboarding call to set up secure account access and guide you through the paperwork.
3. Paperwork Submission: This typically involves signing a contribution agreement and coordinating the in-kind transfer of your assets.
4. Final Contribution: Assets are typically coordinated by a specific deadline before the ETF's trading launch date.
Critical Requirements (The 25/50 Test)
To qualify for a 351 exchange, your portfolio must already be relatively diversified. The IRS generally requires: 
• No single position can exceed 25% of the total value. 
• The top five positions combined cannot exceed 50% of the total value. 
• Assets must be US liquid exchange-traded stocks or ADRs (international stocks are possible but more complex). 
Next Steps
Since these opportunities are usually tied to specific fund launch timelines, the most direct way to see if you qualify for a current or upcoming window is to reach out to their team:
• Primary Contact: Email jack@alphaarchitect.com (Jack Vogel is a key lead on these 351 projects). 
• Alternative: Use their general inquiry form at funds.alphaarchitect.com/contact-us.
• Analysis Tool: You can use third-party tools like ExchangiFi to run a "351 Exchange Calculator" on your current holdings to see if they meet the diversification benchmarks before you reach out.

To expand with a more complete ai answer
If you're looking to participate in an upcoming launch (like the recently launched AAUS or AAEQ), here is the standard onboarding process:
1. Submit Portfolio for Review: You must provide a "Portfolio Template" or tax-lot data to their onboarding team. They use this to verify if your holdings meet the IRS diversification tests.
2. Onboarding Call: Once the portfolio is vetted, you'll have an onboarding call to set up secure account access and guide you through the paperwork.
3. Paperwork Submission: This typically involves signing a contribution agreement and coordinating the in-kind transfer of your assets.
4. Final Contribution: Assets are typically coordinated by a specific deadline before the ETF's trading launch date.
Critical Requirements (The 25/50 Test)
To qualify for a 351 exchange, your portfolio must already be relatively diversified. The IRS generally requires: 
• No single position can exceed 25% of the total value. 
• The top five positions combined cannot exceed 50% of the total value. 
• Assets must be US liquid exchange-traded stocks or ADRs (international stocks are possible but more complex). 
Next Steps
Since these opportunities are usually tied to specific fund launch timelines, the most direct way to see if you qualify for a current or upcoming window is to reach out to their team:
• Primary Contact: Email jack@alphaarchitect.com (Jack Vogel is a key lead on these 351 projects). 
• Alternative: Use their general inquiry form at funds.alphaarchitect.com/contact-us.
• Analysis Tool: You can use third-party tools like ExchangiFi to run a "351 Exchange Calculator" on your current holdings to see if they meet the diversification benchmarks before you reach out.