CFC Planning Co LLC
Annual return
—
SPY
—
Alpha
—
Invested
$772.2M
Holdings
375
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHA
SCHWAB FUNDAMNTL INTRNL EQT ETF
Q1 2026: Exited (was 30.2k shares)
23.7%
02
$VTV
VANGUARD VALUE ETF
Q1 2026: New position (22.6k shares)
22.4%
03
$ICOLEUR
ISHARES MORNINGSTAR MID CAP ETF
Held since at least Q1 2024
15.4%
04
$SPTM
ST STRET SPDR BBRG SRT TRM HG YD ETF
Held since at least Q1 2024
10.8%
05
$SPMO
INVSC SP 500 EQUAL WEIGHT TECH ETF
Held since at least Q1 2024
9.7%
06
$SCHE
CHARLES SCHWAB US MC ETF
Held since at least Q1 2024
6.6%
07
$MXI
ISHARES FLOATING RATE BOND ETF
Held since at least Q1 2024
4.2%
08
$SCHX
SCHWAB US DIVIDEND EQUITY ETF
Held since at least Q1 2024
0.8%
09
$VOO
VANGUARD S&P 500 ETF
Q1 2026: Increased +4033.8% (6.8k → 280.3k shares)
0.5%
10
$AAPL
APPLE INC
Q1 2026: Increased +45.4% (42.9k → 62.4k shares)
0.5%
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 · Last refreshed 08:43 UTC.