Long-term investor
Fund Evaluation Group, LLC @fundevaluationgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001356249).
Record
- Tracked since 2025-12-31 (261 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.8%
- Max drawdown n/a · win rate 33% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 29.5% · long · since 2025-12-31
- SCHG · 13.4% · long · since 2025-12-31
- GOVT · 11.3% · long · since 2025-12-31
- SCHX · 6.7% · long · since 2025-12-31
- IXUS · 5.5% · long · since 2025-12-31
- VOO · 4.9% · long · since 2025-12-31
- SCHF · 3.6% · long · since 2025-12-31
- VTI · 3.0% · long · since 2025-12-31
- BSV · 2.5% · long · since 2025-12-31
- CATH · 2.3% · long · since 2025-12-31
- AGG · 1.3% · long · since 2025-12-31
- VOTE · 1.2% · long · since 2026-03-31