Cannon Financial Strategists, Inc.
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$760.8M
Holdings
109
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
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: New position (6.7k shares)
16.1%
02
$SLYV
SPDR SERIES TRUST
Held since at least Q1 2024
12.5%
03
$AVLV
AMERICAN CENTY ETF TR
Held since at least Q1 2024
12.0%
04
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
11.4%
05
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
6.7%
06
$SPIP
SPDR SERIES TRUST
Held since at least Q1 2024
3.9%
07
$VUG
VANGUARD INDEX FDS
Q4 2025: New position (8.5k shares)
3.8%
08
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.6%
09
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +8.9% (156.5k → 170.5k shares)
3.0%
10
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
2.9%
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 09:50 UTC.