Strid Group, LLC
Annual return '25
+5.2%
SPY '25
+17.7%
Alpha
-12.5ptsvs SPY
Invested
$806.9M
Holdings
85
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
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
26.9%
02
$VEU
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
14.2%
03
$DALI
FIRST TR EXCHANGE-TRADED FD
Held since at least Q1 2024
11.3%
04
$QVAL
EA SERIES TRUST
Held since at least Q1 2024
11.0%
05
$VWO
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
7.4%
06
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
5.9%
07
$IBDS
ISHARES TR
Held since at least Q1 2024
1.8%
08
$TMB
THORNBURG ETF TR
Held since at least Q1 2024
1.8%
09
$IBDR
ISHARES TR
Held since at least Q1 2024
1.8%
10
$PDP
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
1.6%
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 08:09 UTC.