Integrity Advisory Solutions, LLC
Annual return '25
+8.0%
SPY '25
+17.7%
Alpha
-9.8ptsvs SPY
Invested
$757.1M
Holdings
292
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
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +10.0% (2.48M → 2.73M shares)
15.5%
02
$DGCB
DIMENSIONAL ETF TRUST
Q4 2025: Increased +16.8% (865.5k → 1.01M shares)
8.4%
03
$DFGP
DIMENSIONAL ETF TRUST
Q4 2025: Increased +15.2% (604.9k → 696.6k shares)
5.6%
04
$DFSV
DIMENSIONAL ETF TRUST
Q4 2025: Increased +11.2% (715.6k → 795.9k shares)
4.0%
05
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +11.2% (696.7k → 774.4k shares)
3.9%
06
$DUHP
DIMENSIONAL ETF TRUST
Q4 2025: Increased +11.5% (621.2k → 692.4k shares)
3.7%
07
$SPMD
SPDR SERIES TRUST
Q4 2025: Sold 2.5% (406.1k → 396.1k shares)
3.2%
08
$VCSH
VANGUARD SCOTTSDALE FDS
Q4 2025: Sold 1.4% (232.7k → 229.4k shares)
2.6%
09
$DFSD
DIMENSIONAL ETF TRUST
Q4 2025: Increased +10.0% (213.5k → 234.8k shares)
1.9%
10
$CGGR
CAPITAL GROUP GROWTH ETF
Q4 2025: Increased +4.5% (322.7k → 337.2k shares)
1.9%
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.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:17 UTC.