Daily Journal Corp.
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$3.4B
Holdings
20
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
$VUG
VANGUARD INDEX FDS
Held since at least Q1 2024
9.5%
02
$BSV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
8.9%
03
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
8.3%
04
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
8.0%
05
$VEU
VANGUARD INTL EQUITY INDEX F
Held since at least Q1 2024
7.3%
06
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
7.0%
07
$BNDX
VANGUARD CHARLOTTE FDS
Held since at least Q1 2024
6.5%
08
$BLV
VANGUARD BD INDEX FDS
Held since at least Q1 2024
5.2%
09
$VMBS
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
5.2%
10
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
5.0%
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 09:25 UTC.