Long-term investor
Ade, LLC @adellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845950).
Record
- Tracked since 2025-06-30 (441 days), 43 trades recorded
- Returns: week n/a · month n/a · 90 days +10.1% · 6 months n/a · 1 year +16.3% · all +16.3%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 14.8% · long · since 2025-06-30
- TKNZ · 10.9% · long · since 2025-06-30
- IVV · 10.2% · long · since 2025-06-30
- VEA · 8.8% · long · since 2025-06-30
- JPIB · 6.3% · long · since 2026-03-31
- DYNF · 5.9% · long · since 2025-12-31
- VXUS · 4.2% · long · since 2025-06-30
- IEFA · 2.7% · long · since 2025-06-30
- SGOV · 2.5% · long · since 2025-06-30
- SPEM · 2.1% · long · since 2025-06-30
- EFV · 1.7% · long · since 2025-06-30
- AAPL · 1.6% · long · since 2025-06-30