First Affirmative Financial Network
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$257.7M
Holdings
324
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
$SHE
SPDR SERIES TRUST
Held since at least Q1 2024
5.4%
02
$NVDA
NVIDIA CORPORATION
Q4 2024: New position (44.6k shares)
3.7%
03
$SPTS
SPDR SERIES TRUST
Q4 2024: New position (212.1k shares)
3.3%
04
$AAPL
APPLE INC
Q4 2024: New position (27.2k shares)
3.2%
05
$VGIT
VANGUARD SCOTTSDALE FDS
Q4 2024: New position (160.0k shares)
2.5%
06
$MSFT
MICROSOFT CORP
Q4 2024: New position (13.9k shares)
2.4%
07
$TAXF
AMERICAN CENTY ETF TR
Q4 2024: New position (11.8k shares)
2.3%
08
$GOOGL
ALPHABET INC
Q4 2024: New position (18.4k shares)
1.9%
09
$VTES
VANGUARD WELLINGTON FD
Held since at least Q1 2024
1.8%
10
$VTEB
VANGUARD MUN BD FDS
Q4 2024: New position (5.4k shares)
1.8%
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 11:00 UTC.