Long-term investor
John W. Brooker & Co., Cpas @johnwbrookercocpas
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001798926).
Record
- Tracked since 2025-06-30 (445 days), 135 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months n/a · 1 year +11.2% · all +11.2%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 10.6% · long · since 2025-12-31
- VUG · 7.3% · long · since 2025-12-31
- PYLD · 4.9% · long · since 2025-06-30
- SCHD · 4.4% · long · since 2025-06-30
- VO · 3.8% · long · since 2025-06-30
- TOTL · 3.7% · long · since 2025-06-30
- VB · 3.1% · long · since 2025-12-31
- IJR · 2.6% · long · since 2025-06-30
- JAAA · 2.5% · long · since 2025-06-30
- JPST · 2.5% · long · since 2025-06-30
- JCPB · 2.4% · long · since 2025-06-30
- JEPQ · 2.3% · long · since 2025-09-30