Long-term investor
Lifesteps Financial, Inc. @lifestepsfinancialinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801373).
Record
- Tracked since 2025-06-30 (473 days), 146 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months -1.5% · 1 year -0.8% · all -0.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 14.8% · long · since 2025-09-30
- 78462F103 · 14.2% · long · since 2025-09-30
- NVDA · 4.7% · long · since 2025-09-30
- AAPL · 4.5% · long · since 2025-09-30
- MSFT · 3.4% · long · since 2025-09-30
- 464287507 · 2.7% · long · since 2025-09-30
- 81369Y803 · 2.5% · long · since 2025-09-30
- 922908744 · 2.4% · long · since 2025-09-30
- 464287200 · 2.3% · long · since 2025-09-30
- 921946406 · 2.0% · long · since 2025-09-30
- 78464A763 · 2.0% · long · since 2025-09-30
- JPM · 1.8% · long · since 2025-09-30