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 (457 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.2% · 1 year -17.3% · all -17.3%
- Max drawdown n/a · 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