Francis Financial, Inc.
Annual return
—
SPY
—
Alpha
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Invested
$539.4M
Holdings
112
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
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 91.7% (126.1k → 10.5k shares)
13.9%
02
$BIV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 595.9k shares)
8.7%
03
$FLXR
TCW ETF TRUST
Q1 2026: Exited (was 926.0k shares)
8.2%
04
$DFSI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 741.9k shares)
6.0%
05
$JIRE
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 367.4k shares)
5.5%
06
$VUG
VANGUARD INDEX FDS
Q1 2026: Increased +43.0% (58.7k → 83.9k shares)
4.9%
07
$NBSD
NEUBERGER BERMAN ETF TRUST
Held since at least Q1 2024
4.2%
08
$META
META PLATFORMS INC
Q1 2026: Exited (was 3.6k shares)
4.1%
09
$IVOO
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 162.7k shares)
3.7%
10
$SPYV
SPDR SERIES TRUST
Q1 2026: Exited (was 50.2k shares)
2.9%
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 09:01 UTC.