B.O.S.S. Retirement Advisors, LLC
Annual return '25
+25.4%
SPY '25
+17.7%
Alpha
+7.6ptsvs SPY
Invested
$328.1M
Holdings
173
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
$SPTM
SPDR SERIES TRUST
Q4 2025: Sold 8.6% (618.2k → 565.3k shares)
17.1%
02
$VOO
VANGUARD INDEX FDS
Q4 2025: Sold 57.9% (82.5k → 34.8k shares)
6.2%
03
$VXUS
VANGUARD STAR FDS
Q4 2025: Sold 11.0% (184.4k → 164.2k shares)
4.7%
04
$COST
COSTCO WHOLESALE CORPORATION
Q4 2025: Increased +5.5% (5.5k → 5.8k shares)
4.0%
05
$SPYM
SPDR SERIES TRUST
Q4 2025: Sold 37.6% (229.9k → 143.4k shares)
3.8%
06
$IVE
ISHARES TR
Q4 2025: Increased +244.2% (10.5k → 36.2k shares)
2.3%
07
$DYNF
BLACKROCK ETF TRUST
Q4 2025: Increased +149.0% (52.9k → 131.7k shares)
2.2%
08
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
2.2%
09
$IVW
ISHARES TR
Q4 2025: Increased +138.0% (23.8k → 56.6k shares)
2.0%
10
$SIXO
AIM ETF PRODUCTS TRUST
Q4 2025: Increased +3193.8% (6.1k → 201.1k shares)
1.9%
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 13:33 UTC.