Financial Consulate, Inc.
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$802.6M
Holdings
1,397
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHX
SCHWAB STRATEGIC TR
Held since at least Q1 2024
16.6%
02
$DUHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
9.3%
03
$MFDX
PIMCO EQUITY SER
Held since at least Q1 2024
8.4%
04
$SCHF
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.7%
05
$DIHP
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
5.0%
06
$SHV
ISHARES TR
Held since at least Q1 2024
4.5%
07
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
4.4%
08
$DFAS
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.7%
09
$FNDB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
3.5%
10
$SHY
ISHARES TR
Held since at least Q1 2024
3.3%
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.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:27 UTC.