Long-term investor
Keyes, Stange & Wooten Wealth Management, LLC @keyesstangewootenwealthm
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011352).
Record
- Tracked since 2025-06-30 (434 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months +11.6% · 1 year +18.1% · all +18.1%
- Max drawdown 0.0% · Sharpe 1.66 · win rate 11% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DCOR · 13.3% · long · since 2025-06-30
- DFAI · 12.8% · long · since 2025-06-30
- BIV · 12.1% · long · since 2025-06-30
- DFSD · 10.3% · long · since 2025-06-30
- DFAT · 8.4% · long · since 2025-06-30
- DFAE · 6.3% · long · since 2025-06-30
- DFAW · 5.2% · long · since 2025-06-30
- AVLV · 5.1% · long · since 2025-06-30
- DISV · 4.6% · long · since 2025-06-30
- VTI · 3.0% · long · since 2025-06-30
- AAPL · 1.4% · long · since 2025-06-30
- DFEM · 1.1% · long · since 2025-06-30