Long-term investor
Master's Wealth Management Inc. @masterswealthmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056521).
Record
- Tracked since 2025-06-30 (434 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +8.0% · 6 months +10.2% · 1 year +16.4% · all +16.4%
- Max drawdown 0.0% · Sharpe 1.38 · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAC · 26.5% · long · since 2025-06-30
- DFAX · 15.8% · long · since 2025-06-30
- VGIT · 11.5% · long · since 2025-12-31
- VGSH · 8.8% · long · since 2025-12-31
- DFAT · 8.1% · long · since 2025-06-30
- DUHP · 7.6% · long · since 2025-06-30
- VTEB · 2.0% · long · since 2025-12-31
- DFLV · 1.9% · long · since 2025-12-31
- DIHP · 1.8% · long · since 2025-06-30
- VSDM · 1.4% · long · since 2025-12-31
- DISV · 1.2% · long · since 2025-12-31
- AAPL · 1.2% · long · since 2025-06-30