First National Bank Sioux Falls
Annual return '25
+6.1%
SPY '25
+17.7%
Alpha
-11.7ptsvs SPY
Invested
$365.5M
Holdings
145
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
Vanguard 500 Index Fund ETF
Q1 2026: Increased +2.9% (48.8k → 50.2k shares)
8.9%
02
$JMTG
JPMorgan Mortgage-Backed Securities ETF
Q1 2026: Increased +5.2% (1.16M → 1.22M shares)
8.6%
03
$AVDE
Avantis International Equity ETF
Q1 2026: Increased +4.4% (273.0k → 285.0k shares)
7.1%
04
$IDEV
iShares Core MSCI International
Q1 2026: Increased +2.8% (241.2k → 247.9k shares)
6.0%
05
$AVLV
Avantis US Large Cap Value ETF
Q1 2026: Increased +5.3% (213.6k → 225.0k shares)
5.2%
06
$VO
Vanguard Mid-Cap Index ETF
Q1 2026: Increased +5.1% (45.8k → 48.2k shares)
4.0%
07
$RSP
Invesco S&P 500 Equal Weight ETF
Q1 2026: Increased +8.4% (52.3k → 56.6k shares)
3.1%
08
$DFAX
Dimensional World EX US Core Equity 2 ETF
Q1 2025: Sold 1.3% (312.6k → 308.5k shares)
3.1%
09
$VTV
Vanguard Value ETF
Q1 2026: Increased +2.4% (54.1k → 55.4k shares)
3.1%
10
$DFAS
Dimensional US Small Cap ETF
Q1 2026: Increased +7.4% (134.8k → 144.8k shares)
3.0%
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.
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 10:26 UTC.