Long-term investor
Lasalle St. Investment Advisors, LLC @lasallestinvestmentadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001966193).
Record
- Tracked since 2025-06-30 (434 days), 130 trades recorded
- Returns: week n/a · month n/a · 90 days +7.3% · 6 months +7.3% · 1 year +15.0% · all +15.0%
- Max drawdown -1.6% · Sharpe 1.03 · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 11.4% · long · since 2025-06-30
- SHV · 5.6% · long · since 2025-06-30
- VUG · 3.3% · long · since 2025-06-30
- VTV · 3.1% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- AAPL · 2.7% · long · since 2025-06-30
- SPY · 2.4% · long · since 2025-06-30
- VEU · 2.2% · long · since 2025-09-30
- SWAN · 2.0% · long · since 2025-09-30
- IAU · 1.4% · long · since 2025-06-30
- BILS · 1.4% · long · since 2026-03-31
- BND · 1.3% · long · since 2025-06-30