Freedom Investment Management, Inc.
Annual return '25
+20.2%
SPY '25
+17.7%
Alpha
+2.5ptsvs SPY
Invested
$337M
Holdings
106
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 75%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DUHP
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 2.76M shares)
12.9%
02
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 581.5k shares)
10.8%
03
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.84M shares)
9.2%
04
$VTV
VANGUARD INDEX FDS
Q1 2026: Exited (was 313.4k shares)
8.8%
05
$EZM
WISDOMTREE TR
Q1 2026: Exited (was 301.5k shares)
5.9%
06
$DFAE
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 542.3k shares)
5.2%
07
$AVDS
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 227.0k shares)
4.4%
08
$IVLU
ISHARES TR
Q1 2026: Exited (was 339.8k shares)
3.8%
09
$REET
ISHARES TR
Held since at least Q1 2024
3.5%
10
$DFSV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 612.0k 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 11:19 UTC.