Long-term investor
Blue Square Asset Management, LLC @bluesquareassetmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001769578).
Record
- Tracked since 2025-06-30 (441 days), 97 trades recorded
- Returns: week n/a · month n/a · 90 days +13.3% · 6 months n/a · 1 year +18.1% · all +18.1%
- Max drawdown n/a · win rate 15% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 8.6% · long · since 2025-06-30
- IJR · 7.4% · long · since 2025-06-30
- 46090E103 · 5.8% · long · since 2025-06-30
- GBIL · 4.8% · long · since 2025-06-30
- SCHM · 4.7% · long · since 2025-06-30
- NVDA · 4.5% · long · since 2025-06-30
- TSM · 4.5% · long · since 2025-06-30
- GOOGL · 4.1% · long · since 2025-06-30
- SCHF · 3.9% · long · since 2025-06-30
- N07059210 · 3.8% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- AMZN · 3.5% · long · since 2025-06-30