Long-term investor
Eley Financial Management, Inc. @eleyfinancialmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965267).
Record
- Tracked since 2025-06-30 (445 days), 28 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.3% · all +5.3%
- Max drawdown n/a · win rate 83% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.2% · long · since 2025-06-30
- AGG · 9.9% · long · since 2025-06-30
- IJH · 6.7% · long · since 2025-06-30
- IEI · 4.0% · long · since 2025-06-30
- IGLB · 3.9% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- SHY · 2.8% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- CMI · 2.7% · long · since 2025-06-30
- EMXC · 2.5% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- VGT · 2.1% · long · since 2025-06-30