Long-term investor
Brio Consultants, LLC @brioconsultantsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001747799).
Record
- Tracked since 2025-06-30 (441 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days +1.5% · 6 months n/a · 1 year +13.7% · all +13.7%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 10.2% · long · since 2025-06-30
- BND · 8.2% · long · since 2025-06-30
- SCHG · 7.5% · long · since 2025-06-30
- GTO · 6.9% · long · since 2025-06-30
- SPDW · 5.9% · long · since 2025-06-30
- VONV · 4.9% · long · since 2025-06-30
- GSIE · 4.7% · long · since 2025-06-30
- SPEM · 2.6% · long · since 2025-12-31
- TIPX · 2.2% · long · since 2025-06-30
- IAGG · 2.1% · long · since 2025-06-30
- HTRB · 2.1% · long · since 2025-06-30
- SMMD · 1.9% · long · since 2025-06-30