Long-term investor
Certior Financial Group, LLC @certiorfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055620).
Record
- Tracked since 2025-06-30 (441 days), 146 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +7.2% · all +7.2%
- Max drawdown n/a · win rate 30% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHG · 7.4% · long · since 2025-06-30
- SCHD · 6.3% · long · since 2025-06-30
- TKNZ · 5.8% · long · since 2025-06-30
- BIL · 5.8% · long · since 2025-06-30
- SCHA · 3.6% · long · since 2025-06-30
- VGT · 3.1% · long · since 2025-06-30
- VTEB · 2.9% · long · since 2025-06-30
- CGDV · 2.4% · long · since 2025-06-30
- IVV · 2.2% · long · since 2025-06-30
- SPYM · 2.0% · long · since 2026-06-30
- AAPL · 1.9% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30