Trailhead Planners LLC

Institutional manager·CIK 0002109534

Annual return

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SPY

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Alpha

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Invested

$104.2M

Holdings

Trades YTD

Performance · Fund vs SPY

Cumulative return · quarterly snapshots

In 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-HR

$DFAI

DIMENSIONAL ETF TRUST

Q4 2025: New position (287.1k shares)

10.8%

$AVLV

AMERICAN CENTY ETF TR

Q4 2025: New position (128.3k shares)

10.1%

$DUHP

DIMENSIONAL ETF TRUST

Q4 2025: New position (241.5k shares)

9.0%

$AVSU

AMERICAN CENTY ETF TR

Q4 2025: New position (107.7k shares)

7.8%

$AVUV

AMERICAN CENTY ETF TR

Q4 2025: New position (61.6k shares)

6.5%

$AVSD

AMERICAN CENTY ETF TR

Q4 2025: New position (80.4k shares)

5.7%

$DIHP

DIMENSIONAL ETF TRUST

Q4 2025: New position (124.6k shares)

4.0%

$SGOV

ISHARES TR

Q4 2025: New position (40.6k shares)

3.5%

$AVDV

AMERICAN CENTY ETF TR

Q4 2025: New position (34.5k shares)

3.2%

$AVES

AMERICAN CENTY ETF TR

Q4 2025: New position (53.7k shares)

3.2%

See all 49 holdings · Pro →

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 08:45 UTC.