Marotta Asset Management
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$543.1M
Holdings
104
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
$VOE
VANGUARD MID CAP VALUE ETF
Held since at least Q1 2024
7.4%
02
$XCEM
COLUMBIA EMRG MKTS CORE EX-CHINA ETF
Held since at least Q1 2024
6.6%
03
$VTIP
VANGUARD SHORT INFLATION-PROTECTED ETF
Held since at least Q1 2024
6.0%
04
$VBR
VANGUARD SMALL CAP VALUE ETF
Held since at least Q1 2024
5.9%
05
$BNDX
VANGUARD TOTAL INTERNATIONAL BOND ETF
Held since at least Q1 2024
5.4%
06
$VGT
VANGUARD INFO TECHNOLOGY ETF
Held since at least Q1 2024
5.3%
07
$VWO
VANGUARD FTSE EMERGING MARKET ETF
Held since at least Q1 2024
3.3%
08
$VWOB
VANGUARD EMERGING MARKET GOVT BOND ETF
Held since at least Q1 2024
3.0%
09
$VDC
VANGUARD CONSUMER STAPLES ETF
Held since at least Q1 2024
2.8%
10
$VHT
VANGUARD HEALTH CARE ETF
Held since at least Q1 2024
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 10:36 UTC.