Long-term investor
Approach Retirement Advisors, LLC @approachretirementadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002106948).
Record
- Tracked since 2025-12-31 (261 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year n/a · all +8.4%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 16.9% · long · since 2025-12-31
- AFL · 9.1% · long · since 2025-12-31
- DFCF · 6.6% · long · since 2025-12-31
- AVUS · 5.6% · long · since 2025-12-31
- DFSD · 5.2% · long · since 2025-12-31
- DFIC · 3.1% · long · since 2025-12-31
- DFAI · 2.8% · long · since 2025-12-31
- AVDE · 2.5% · long · since 2025-12-31
- STIP · 2.5% · long · since 2025-12-31
- VUSB · 2.1% · long · since 2025-12-31
- AVIG · 2.0% · long · since 2025-12-31
- DUHP · 1.9% · long · since 2025-12-31