Strategic Financial Services, Inc.
Annual return '25
+21.3%
SPY '25
+17.7%
Alpha
+3.6ptsvs SPY
Invested
$2.1B
Holdings
150
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$INTF
ISHARES TR
Held since at least Q1 2024
16.1%
02
$SMLF
ISHARES TR
Held since at least Q1 2024
13.8%
03
$LRGF
ISHARES TR
Held since at least Q1 2024
12.5%
04
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
7.7%
05
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
5.5%
06
$EMGF
ISHARES INC
Held since at least Q1 2024
5.4%
07
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
3.5%
08
$VGLT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.4%
09
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.4%
10
$VFMO
VANGUARD WELLINGTON FD
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:02 UTC.