Long-term investor
Capital Squared Financial LLC @capitalsquaredfinanciall
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002128691).
Record
- Tracked since 2025-06-30 (441 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all n/a
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHV · 7.5% · long · since 2025-12-31
- SCHX · 7.2% · long · since 2025-12-31
- SCHG · 7.0% · long · since 2025-12-31
- 46090E103 · 6.3% · long · since 2025-12-31
- VUG · 2.8% · long · since 2025-12-31
- AAPL · 2.7% · long · since 2025-12-31
- VV · 2.7% · long · since 2025-12-31
- IJH · 2.6% · long · since 2025-12-31
- VGK · 2.3% · long · since 2025-12-31
- IJR · 2.1% · long · since 2025-12-31
- IWS · 2.0% · long · since 2025-12-31
- NVDA · 2.0% · long · since 2025-12-31