Long-term investor
Graetz Wealth LLC @graetzwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053877).
Record
- Tracked since 2025-12-31 (257 days), 56 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.1%
- Max drawdown n/a · win rate 8% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 9.4% · long · since 2025-12-31
- 46090E103 · 7.0% · long · since 2025-12-31
- VCIT · 5.7% · long · since 2025-12-31
- BND · 4.5% · long · since 2025-12-31
- VEA · 4.2% · long · since 2025-12-31
- BIV · 3.6% · long · since 2025-12-31
- VWO · 3.3% · long · since 2025-12-31
- JNK · 3.2% · long · since 2025-12-31
- CWB · 2.9% · long · since 2025-12-31
- VIG · 2.6% · long · since 2025-12-31
- XLI · 2.4% · long · since 2025-12-31
- VMBS · 2.3% · long · since 2025-12-31