Long-term investor

Grove Street Fiduciary, LLC @grovestreetfiduciaryllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002054682).

Record

  • Tracked since 2025-12-31 (261 days), 20 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +1.8%
  • Max drawdown n/a · win rate 10% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • VBR · 13.8% · long · since 2025-12-31
  • VOE · 10.6% · long · since 2025-12-31
  • EMQQ · 9.6% · long · since 2025-12-31
  • BNDX · 6.3% · long · since 2025-12-31
  • SCHP · 5.9% · long · since 2025-12-31
  • SCHZ · 4.5% · long · since 2025-12-31
  • VTI · 4.5% · long · since 2025-12-31
  • FMQQ · 4.4% · long · since 2025-12-31
  • VSS · 4.4% · long · since 2025-12-31
  • VEA · 3.2% · long · since 2025-12-31
  • SCHO · 3.0% · long · since 2025-12-31
  • VIG · 3.0% · long · since 2025-12-31

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