Great Lakes Retirement, Inc.
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.3ptsvs SPY
Invested
$966.7M
Holdings
219
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
$SPAB
SPDR SERIES TRUST
Held since at least Q1 2024
6.2%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (21.0k shares)
4.1%
03
$GSEW
GOLDMAN SACHS ETF TR
Held since at least Q1 2024
3.8%
04
$VCIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
3.4%
05
$GOOGL
ALPHABET INC
Q1 2026: New position (9.5k shares)
3.3%
06
$FIXD
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.9%
07
$AAPL
APPLE INC
Q1 2026: New position (80.7k shares)
2.6%
08
$AMZN
AMAZON COM INC
Q1 2026: New position (17.6k shares)
2.5%
09
$DVN
DEVON ENERGY CORP NEW
Held since at least Q1 2024
2.4%
10
$SCHB
SCHWAB STRATEGIC TR
Held since at least Q1 2024
2.4%
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 13:29 UTC.