Long-term investor
Avantax Planning Partners, Inc. @avantaxplanningpartnersi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001005441).
Record
- Tracked since 2025-06-30 (441 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +17.1% · all +17.1%
- Max drawdown n/a · win rate 34% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 12.6% · long · since 2025-06-30
- SCHV · 8.8% · long · since 2025-06-30
- SCHF · 5.3% · long · since 2025-06-30
- SCHZ · 4.6% · long · since 2025-06-30
- SCHD · 4.3% · long · since 2025-06-30
- JPEF · 3.8% · long · since 2026-03-31
- JPIB · 3.0% · long · since 2025-06-30
- SPTL · 3.0% · long · since 2025-06-30
- AVUV · 2.7% · long · since 2025-06-30
- AVEM · 2.6% · long · since 2025-06-30
- CWI · 2.3% · long · since 2025-06-30
- MDYV · 2.2% · long · since 2025-06-30