Bokf, NA
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$6.5B
Holdings
1,055
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWB
ISHARES RUSSELL 1000 ETF
Held since at least Q1 2024
7.0%
02
$VOO
VANGUARD S&P 500 ETF
Held since at least Q1 2024
5.6%
03
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
4.7%
04
$AAPL
APPLE INC COM
Held since at least Q1 2024
3.0%
05
$VWO
VANGUARD FTSE EMERGING MARKETS
Held since at least Q1 2024
2.8%
06
$NVDA
NVIDIA CORP
Held since at least Q1 2024
2.5%
07
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.0%
08
$AVEM
AVANTIS EMERGING MARKETS
Held since at least Q1 2024
1.9%
09
$IJH
ISHARES CORE S&P MIDCAP ETF
Held since at least Q1 2024
1.7%
10
$EFA
ISHARES MSCI EAFE ETF
Held since at least Q1 2024
1.4%
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 13:13 UTC.