Long-term investor
Aa Financial Advisors, LLC @aafinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002016899).
Record
- Tracked since 2025-06-30 (441 days), 132 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +14.2% · all +14.2%
- Max drawdown n/a · win rate 32% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VB · 5.9% · long · since 2025-06-30
- CGDV · 5.5% · long · since 2025-06-30
- CGGR · 5.1% · long · since 2025-06-30
- DFAC · 3.9% · long · since 2026-03-31
- IJH · 3.7% · long · since 2025-06-30
- CGUS · 3.2% · long · since 2025-06-30
- VCSH · 2.7% · long · since 2025-06-30
- VT · 2.5% · long · since 2025-06-30
- VTI · 2.5% · long · since 2025-06-30
- DFIC · 2.4% · long · since 2025-12-31
- FDVV · 2.3% · long · since 2025-12-31
- DGCB · 2.1% · long · since 2026-03-31