Long-term investor
Ern Financial, LLC @ernfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001768302).
Record
- Tracked since 2025-06-30 (434 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months +10.6% · 1 year +17.2% · all +17.2%
- Max drawdown -1.5% · Sharpe 1.06 · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYG · 7.4% · long · since 2025-06-30
- SPYV · 7.2% · long · since 2025-06-30
- SPDW · 5.4% · long · since 2025-06-30
- IEFA · 3.5% · long · since 2025-06-30
- USTB · 2.9% · long · since 2025-06-30
- AVEM · 2.7% · long · since 2025-06-30
- MDYV · 2.7% · long · since 2025-06-30
- SPEM · 2.3% · long · since 2025-06-30
- JTEK · 2.2% · long · since 2025-12-31
- PYLD · 2.2% · long · since 2025-06-30
- QUAL · 2.1% · long · since 2025-06-30
- REET · 2.0% · long · since 2025-06-30