Elser Financial Planning, Inc
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$2.1B
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MBIN
MERCHANTS BANCORP IND
Q1 2025: Exited (was 27.26M shares)
57.2%
02
$DFCF
DIMENSIONAL ETF TRUST
Q1 2025: Sold 100.0% (2.15B → 30.5k shares)
8.6%
03
$DFAU
DIMENSIONAL ETF TRUST
Q1 2025: Exited (was 1.98B shares)
4.3%
04
$DFIC
DIMENSIONAL ETF TRUST
Q1 2025: Exited (was 2.02B shares)
3.7%
05
$DFUS
DIMENSIONAL ETF TRUST
Q1 2025: Sold 95.7% (1.00M → 42.8k shares)
3.2%
06
$DFUV
DIMENSIONAL ETF TRUST
Q1 2025: Sold 99.3% (985.5k → 7.3k shares)
2.1%
07
$DFAS
DIMENSIONAL ETF TRUST
Q1 2025: Sold 97.3% (733.1k → 19.5k shares)
1.9%
08
$DFGX
DIMENSIONAL ETF TRUST
Q4 2025: New position (635.2k shares)
1.8%
09
$DFSD
DIMENSIONAL ETF TRUST
Q1 2025: Exited (was 709.7k shares)
1.8%
10
$DFEM
DIMENSIONAL ETF TRUST
Q1 2025: Exited (was 1.02B shares)
1.7%
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 07:58 UTC.