Long-term investor
Invst, LLC @invstllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001867587).
Record
- Tracked since 2025-12-31 (257 days), 161 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.3%
- Max drawdown n/a · win rate 6% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 5.9% · long · since 2025-12-31
- VTI · 5.6% · long · since 2025-12-31
- SPMO · 4.5% · long · since 2025-12-31
- SCHG · 3.4% · long · since 2025-12-31
- IUSB · 2.8% · long · since 2025-12-31
- MTUM · 2.7% · long · since 2025-12-31
- LQD · 2.3% · long · since 2025-12-31
- SCHF · 2.1% · long · since 2025-12-31
- HYG · 2.0% · long · since 2025-12-31
- EMB · 2.0% · long · since 2025-12-31
- 46090E103 · 2.0% · long · since 2025-12-31
- JCPB · 1.8% · long · since 2025-12-31