Long-term investor
Cassilly Financial Group LLC @cassillyfinancialgroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002090777).
Record
- Tracked since 2025-12-31 (261 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.6%
- Max drawdown n/a · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IEFA · 12.2% · long · since 2025-12-31
- VTV · 9.3% · long · since 2025-12-31
- VUG · 8.9% · long · since 2025-12-31
- VBIL · 6.3% · long · since 2025-12-31
- SPYM · 5.0% · long · since 2025-12-31
- IVV · 4.0% · long · since 2025-12-31
- VB · 3.2% · long · since 2025-12-31
- IUSB · 3.2% · long · since 2025-12-31
- SCHZ · 3.1% · long · since 2025-12-31
- VWO · 2.7% · long · since 2025-12-31
- IVW · 2.3% · long · since 2025-12-31
- GOVT · 2.2% · long · since 2025-12-31