Long-term investor
A&i Financial Services, LLC @aifinancialservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001728031).
Record
- Tracked since 2025-06-30 (441 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +11.4% · 6 months n/a · 1 year +17.2% · all +17.2%
- Max drawdown n/a · win rate 42% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- EFA · 18.1% · long · since 2026-06-30
- TSEL · 15.7% · long · since 2025-06-30
- BUSA · 7.6% · long · since 2025-06-30
- OAKM · 7.3% · long · since 2025-06-30
- DBMF · 4.7% · long · since 2025-06-30
- ASMF · 4.6% · long · since 2025-09-30
- ITOT · 3.9% · long · since 2025-06-30
- CGGR · 2.9% · long · since 2025-06-30
- CGUS · 2.8% · long · since 2025-06-30
- VEA · 2.6% · long · since 2025-06-30
- CGDV · 2.3% · long · since 2025-06-30
- CGGO · 1.9% · long · since 2025-06-30