Smithfield Trust Co
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$2.3M
Holdings
1,088
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
10.9%
02
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
5.4%
03
$BSV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
4.3%
04
$SHY
ISHARES TR
Held since at least Q1 2024
4.0%
05
$VCSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.3%
06
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
3.2%
07
$AAPL
APPLE INC
Q1 2026: Sold 9.7% (2.8k → 2.5k shares)
3.1%
08
$VB
VANGUARD INDEX FDS
Held since at least Q1 2024
3.0%
09
$VGK
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
2.8%
10
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
2.6%
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 08:23 UTC.