Brio Consultants, LLC
Annual return
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SPY
—
Alpha
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Invested
$818M
Holdings
152
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
Held since at least Q1 2024
10.4%
02
$BND
VANGUARD BD INDEX FDS
Held since at least Q1 2024
8.3%
03
$SCHG
SCHWAB STRATEGIC TR
Held since at least Q1 2024
7.6%
04
$GTO
INVESCO ACTIVELY MANAGED EXC
Held since at least Q1 2024
6.8%
05
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
5.9%
06
$VONV
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
4.8%
07
$GSIE
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
4.7%
08
$SPEM
SPDR INDEX SHS FDS
Held since at least Q1 2024
2.6%
09
$TIPX
SPDR SERIES TRUST
Held since at least Q1 2024
2.3%
10
$HTRB
HARTFORD FDS EXCHANGE TRADED
Held since at least Q1 2024
2.2%
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 08:31 UTC.