Plancorp, LLC
Annual return '25
+6.4%
SPY '25
+17.7%
Alpha
-11.3ptsvs SPY
Invested
$7B
Holdings
377
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 10.43M shares)
11.9%
02
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 99.6% (1.03M → 4.0k shares)
10.7%
03
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 4.50M shares)
9.4%
04
$DFUV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 5.72M shares)
7.9%
05
$DFIV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 3.57M shares)
5.7%
06
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 1.36M shares)
4.8%
07
$DFAX
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 4.00M shares)
4.0%
08
$LRGF
ISHARES TR
Q1 2026: Exited (was 1.87M shares)
3.9%
09
$DFIC
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 3.09M shares)
3.7%
10
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 1.31M shares)
2.7%
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 04:27 UTC.