Long-term investor
Financial Life Planners @financiallifeplanners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053368).
Record
- Tracked since 2025-06-30 (470 days), 165 trades recorded
- Returns: week n/a · month n/a · 90 days +0.8% · 6 months +10.7% · 1 year -16.2% · all -16.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 25.2% · long · since 2025-06-30
- 464287200 · 21.1% · long · since 2025-06-30
- NVDA · 9.9% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- 770700102 · 2.4% · long · since 2025-06-30
- BRK-B · 2.3% · long · since 2025-06-30
- MSFT · 2.0% · long · since 2025-06-30
- PLTR · 1.9% · long · since 2025-06-30
- 921910816 · 1.8% · long · since 2025-06-30
- 78467Y107 · 1.7% · long · since 2025-06-30
- COST · 1.6% · long · since 2025-06-30
- 78462F103 · 1.4% · long · since 2025-06-30