Long-term investor
Financial Life Advisors @financiallifeadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001730813).
Record
- Tracked since 2025-06-30 (446 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +13.9% · all +13.9%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287309 · 13.2% · long · since 2025-06-30
- 464287408 · 10.5% · long · since 2025-06-30
- 808524839 · 10.3% · long · since 2025-06-30
- 78464A383 · 8.3% · long · since 2025-06-30
- 09290C103 · 5.9% · long · since 2025-06-30
- 464288877 · 5.0% · long · since 2025-06-30
- 92206C847 · 4.9% · long · since 2025-06-30
- 46434V613 · 4.9% · long · since 2025-06-30
- 922042858 · 4.4% · long · since 2025-06-30
- 922908736 · 4.0% · long · since 2025-06-30
- 464288885 · 3.5% · long · since 2025-06-30
- 46432F339 · 3.0% · long · since 2025-06-30