Long-term investor
Liberty Wealth Management LLC @libertywealthmanagementl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001769302).
Record
- Tracked since 2025-06-30 (434 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.1% · 1 year +7.7% · all +7.7%
- Max drawdown -2.1% · Sharpe 0.29 · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 4.1% · long · since 2025-06-30
- DFAC · 3.9% · long · since 2025-06-30
- IVW · 3.8% · long · since 2025-06-30
- DYNF · 3.6% · long · since 2025-06-30
- IVV · 3.6% · long · since 2025-06-30
- DFCF · 3.6% · long · since 2025-06-30
- AAPL · 3.5% · long · since 2025-06-30
- IVE · 3.4% · long · since 2025-06-30
- QUAL · 3.4% · long · since 2025-06-30
- DUHP · 3.2% · long · since 2025-06-30
- DFGX · 2.5% · long · since 2025-12-31
- IEMG · 2.3% · long · since 2025-06-30