Long-term investor
Invested Advisors @investedadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002090165).
Record
- Tracked since 2025-12-31 (257 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.7%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AGG · 4.6% · long · since 2025-12-31
- SUB · 4.2% · long · since 2025-12-31
- IVV · 3.6% · long · since 2025-12-31
- ACWX · 3.5% · long · since 2025-12-31
- IGIB · 3.4% · long · since 2026-06-30
- AAPL · 3.2% · long · since 2025-12-31
- IWF · 2.8% · long · since 2025-12-31
- IWD · 2.7% · long · since 2025-12-31
- BCI · 2.5% · long · since 2025-12-31
- SHY · 2.3% · long · since 2025-12-31
- GOOGL · 1.8% · long · since 2025-12-31
- MUB · 1.8% · long · since 2025-12-31