Long-term investor
Cannon Financial Strategists, Inc. @cannonfinancialstrategis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002031123).
Record
- Tracked since 2025-06-30 (441 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +9.9% · 6 months n/a · 1 year +20.6% · all +20.6%
- Max drawdown n/a · win rate 23% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFIC · 15.3% · long · since 2025-06-30
- SLYV · 12.4% · long · since 2025-06-30
- SPYG · 12.4% · long · since 2025-06-30
- AVLV · 11.7% · long · since 2025-06-30
- BIV · 6.1% · long · since 2025-06-30
- VUG · 3.9% · long · since 2025-06-30
- SPIP · 3.6% · long · since 2025-06-30
- AVEM · 3.5% · long · since 2025-06-30
- VTI · 3.0% · long · since 2025-06-30
- AVDE · 2.7% · long · since 2025-06-30
- EMB · 2.2% · long · since 2025-06-30
- CGCB · 2.0% · long · since 2025-06-30