Long-term investor
Ethos Financial Group, LLC @ethosfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001954242).
Record
- Tracked since 2025-12-31 (257 days), 105 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.2%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MOOD · 3.4% · long · since 2025-12-31
- SCHB · 3.4% · long · since 2025-12-31
- VOO · 2.8% · long · since 2025-12-31
- SGOL · 2.4% · long · since 2025-12-31
- VT · 2.3% · long · since 2025-12-31
- SPY · 2.0% · long · since 2025-12-31
- SCHX · 2.0% · long · since 2025-12-31
- AAPL · 1.9% · long · since 2025-12-31
- MOAT · 1.8% · long · since 2025-12-31
- BOXX · 1.7% · long · since 2025-12-31
- SCHG · 1.7% · long · since 2025-12-31
- GLD · 1.5% · long · since 2025-12-31