Asset Management Group, Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$618.5M
Holdings
138
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$VBR
VANGUARD INDEX FDS
Q2 2025: Sold 0.9% (150.7k → 149.4k shares)
5.4%
02
$AAPL
APPLE INC
Q1 2026: New position (4.9k shares)
3.8%
03
$NDQ
INVESCO QQQ TR
Q2 2025: Sold 0.6% (40.7k → 40.4k shares)
3.8%
04
$IWS
ISHARES TR
Q4 2024: New position (151.7k shares)
3.6%
05
$IJH
ISHARES TR
Q3 2025: Increased +1.2% (273.7k → 277.1k shares)
3.3%
06
$IVV
ISHARES TR
Q1 2025: Sold 0.8% (31.0k → 30.8k shares)
3.2%
07
$VBK
VANGUARD INDEX FDS
Q3 2025: Sold 1.2% (60.5k → 59.8k shares)
2.9%
08
$VOE
VANGUARD INDEX FDS
Q2 2025: Sold 1.0% (96.2k → 95.3k shares)
2.9%
09
$VO
VANGUARD INDEX FDS
Q1 2025: Increased +7.0% (45.6k → 48.8k shares)
2.7%
10
$SCHP
SCHWAB STRATEGIC TR
Q3 2025: Increased +0.6% (574.5k → 577.9k shares)
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 · Last refreshed 11:41 UTC.