rebel Financial LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.1ptsvs SPY
Invested
$230.6M
Holdings
65
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYV
SPDR SERIES TRUST
Held since at least Q1 2024
6.9%
02
$AGG
ISHARES TR
Held since at least Q1 2024
6.0%
03
$SCHV
SCHWAB STRATEGIC TR
Held since at least Q1 2024
5.9%
04
$BIV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
5.2%
05
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
4.5%
06
$CGGR
CAPITAL GROUP GROWTH ETF
Held since at least Q1 2024
4.2%
07
$BNDX
VANGUARD CHARLOTTE FDS
Q4 2025: New position (54.9k shares)
3.6%
08
$IDEV
ISHARES TR
Held since at least Q1 2024
3.6%
09
$BWX
SPDR SERIES TRUST
Held since at least Q1 2024
2.8%
10
$EAGG
ISHARES TR
Held since at least Q1 2024
2.7%
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 13:15 UTC.