Long-term investor
Entrust Financial LLC @entrustfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109860).
Record
- Tracked since 2025-12-31 (257 days), 16 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.2%
- Max drawdown n/a · win rate 18% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 13.9% · long · since 2025-12-31
- VOOG · 11.7% · long · since 2025-12-31
- DFAC · 11.6% · long · since 2025-12-31
- DUHP · 10.7% · long · since 2025-12-31
- DFAI · 5.6% · long · since 2025-12-31
- VEA · 5.1% · long · since 2025-12-31
- DFAX · 5.0% · long · since 2025-12-31
- PZA · 2.8% · long · since 2025-12-31
- BND · 2.7% · long · since 2025-12-31
- AAPL · 2.0% · long · since 2025-12-31
- DFEM · 1.7% · long · since 2025-12-31
- VOO · 1.4% · long · since 2025-12-31