Long-term investor

Fee-only Financial Planning, L.c. @feeonlyfinancialplanning

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001954044).

Record

  • Tracked since 2025-06-30 (431 days), 17 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.0% · 6 months +10.8% · 1 year +18.6% · all +18.6%
  • Max drawdown -2.4% · Sharpe 1.00 · win rate 0% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908736 · 29.1% · long · since 2025-06-30
  • 922908744 · 18.8% · long · since 2025-06-30
  • 922908629 · 8.6% · long · since 2025-06-30
  • 922908751 · 6.9% · long · since 2025-06-30
  • 922908611 · 6.8% · long · since 2025-06-30
  • 922908595 · 5.8% · long · since 2025-06-30
  • 922042775 · 4.5% · long · since 2025-06-30
  • 922908363 · 2.5% · long · since 2025-06-30
  • 922908512 · 2.4% · long · since 2025-06-30
  • 922908769 · 1.8% · long · since 2025-06-30
  • 922908652 · 1.4% · long · since 2025-06-30
  • 922908538 · 1.2% · long · since 2025-06-30

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