Annie E. Casey Foundation, Inc.
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$1.1B
Holdings
135
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
$SCHZ
SCHWAB STRATEGIC TR
Held since at least Q1 2024
19.5%
02
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: New position (144.4k shares)
13.0%
03
$SPTM
SPDR SERIES TRUST
Held since at least Q1 2024
7.3%
04
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
7.0%
05
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: New position (937 shares)
6.5%
06
$BND
VANGUARD BD INDEX FDS
Q4 2025: New position (2.4k shares)
5.6%
07
$IEFA
ISHARES TR
Q4 2025: New position (4.3k shares)
5.6%
08
$SPYM
SPDR SERIES TRUST
Held since at least Q1 2024
4.0%
09
$DFEM
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.0%
10
$IEMG
ISHARES INC
Q4 2025: New position (308.2k shares)
2.6%
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 08:31 UTC.