Long-term investor
Abound Wealth Management @aboundwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001950323).
Record
- Tracked since 2025-06-30 (441 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days +12.5% · 6 months n/a · 1 year +20.7% · all +20.7%
- Max drawdown n/a · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IJR · 14.4% · long · since 2025-06-30
- AGG · 10.0% · long · since 2025-06-30
- VEA · 7.4% · long · since 2025-06-30
- IVV · 6.4% · long · since 2025-06-30
- VV · 6.0% · long · since 2025-06-30
- IEMG · 5.6% · long · since 2025-06-30
- SCHX · 4.7% · long · since 2025-06-30
- VOO · 4.5% · long · since 2025-06-30
- VB · 4.0% · long · since 2025-06-30
- VTI · 3.4% · long · since 2025-06-30
- SPY · 2.4% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30