Invested Advisors
Annual return
—
SPY
—
Alpha
—
Invested
$99M
Holdings
137
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
$AGG
ISHARES TR
Q4 2025: Increased +6.1% (49.1k → 52.1k shares)
5.2%
02
$SUB
ISHARES TR
Q4 2025: Increased +6.4% (40.6k → 43.2k shares)
4.9%
03
$IVV
ISHARES TR
Q4 2025: Increased +19.7% (5.0k → 6.0k shares)
4.0%
04
$ISTB
ISHARES TR
Q4 2025: Sold 17.0% (71.7k → 59.5k shares)
3.7%
05
$ACWX
ISHARES TR
Q4 2025: Increased +141.3% (18.3k → 44.1k shares)
3.5%
06
$AAPL
APPLE INC
Q4 2025: Increased +10.5% (11.8k → 13.1k shares)
3.3%
07
$BCI
ABRDN ETFS
Q4 2025: New position (119.5k shares)
2.9%
08
$IWF
ISHARES TR
Q4 2025: Increased +110.0% (3.2k → 6.7k shares)
2.9%
09
$IWD
ISHARES TR
Q4 2025: Increased +50.6% (9.9k → 14.9k shares)
2.8%
10
$MSFT
MICROSOFT CORP
Q4 2025: Increased +4.5% (5.3k → 5.5k shares)
2.0%
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 06:07 UTC.