VeraBank, N.A.
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$546.3M
Holdings
175
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
$DFAU
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.7%
02
$QDF
FLEXSHARES TR
Held since at least Q1 2024
7.1%
03
$IVV
ISHARES TR
Held since at least Q1 2024
6.4%
04
$VUG
VANGUARD INDEX FDS
Q1 2026: New position (4.8k shares)
5.3%
05
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
4.9%
06
$VIGI
VANGUARD WHITEHALL FDS
Q1 2026: New position (18.6k shares)
4.7%
07
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
4.3%
08
$DFLV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
09
$DFIV
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.5%
10
$AAPL
APPLE INC
Q1 2026: New position (180.7k shares)
3.4%
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 13:18 UTC.