Long-term investor
Main Line Retirement Advisors, LLC @mainlineretirementadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001809416).
Record
- Tracked since 2025-12-31 (261 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year n/a · all +31.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGDV · 11.5% · long · since 2025-12-31
- VYMI · 11.1% · long · since 2025-12-31
- CGXU · 10.3% · long · since 2025-12-31
- CGCP · 8.8% · long · since 2025-12-31
- CGGR · 8.4% · long · since 2025-12-31
- VTV · 7.8% · long · since 2025-12-31
- CGMM · 7.7% · long · since 2026-03-31
- BND · 5.4% · long · since 2025-12-31
- VCRB · 5.1% · long · since 2026-03-31
- VUG · 4.4% · long · since 2025-12-31
- CGMS · 4.1% · long · since 2026-03-31
- SPTS · 3.6% · long · since 2025-12-31