Long-term investor
Mars Jewett Financial Group, Inc. @marsjewettfinancialgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002079098).
Record
- Tracked since 2025-12-31 (261 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 34.1% · long · since 2025-12-31
- DFAX · 12.1% · long · since 2025-12-31
- MGV · 10.4% · long · since 2026-03-31
- MGK · 9.9% · long · since 2026-03-31
- IXUS · 6.2% · long · since 2025-12-31
- MSFT · 5.8% · long · since 2025-12-31
- JSMD · 4.0% · long · since 2025-12-31
- TCHP · 3.7% · long · since 2025-12-31
- VO · 1.7% · long · since 2026-06-30
- AVSC · 1.5% · long · since 2026-06-30
- AMZN · 1.4% · long · since 2025-12-31
- AAPL · 1.3% · long · since 2025-12-31