Long-term investor
Howe & Rusling Inc. @howeruslinginc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000769963).
Record
- Tracked since 2025-12-31 (257 days), 23 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.9%
- Max drawdown n/a · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 4.5% · long · since 2025-12-31
- IVV · 3.7% · long · since 2025-12-31
- IUSG · 3.7% · long · since 2025-12-31
- JPM · 3.6% · long · since 2025-12-31
- AVGO · 3.5% · long · since 2025-12-31
- VCIT · 3.2% · long · since 2025-12-31
- AAPL · 2.8% · long · since 2025-12-31
- IUSV · 2.7% · long · since 2025-12-31
- GVI · 2.5% · long · since 2025-12-31
- NVDA · 2.1% · long · since 2025-12-31
- MSFT · 2.0% · long · since 2025-12-31
- AMZN · 2.0% · long · since 2025-12-31