Long-term investor
Mather Group, Llc. @mathergroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001527641).
Record
- Tracked since 2025-06-30 (434 days), 36 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months +10.3% · 1 year +15.5% · all +15.5%
- Max drawdown -1.0% · Sharpe 1.07 · win rate 1% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VUG · 11.4% · long · since 2025-06-30
- VTV · 9.6% · long · since 2025-06-30
- VGK · 6.8% · long · since 2025-06-30
- VPL · 6.2% · long · since 2025-06-30
- DFAE · 4.4% · long · since 2025-06-30
- SCHG · 3.8% · long · since 2025-06-30
- VMBS · 3.5% · long · since 2025-06-30
- SPTI · 3.1% · long · since 2025-06-30
- SCHV · 3.1% · long · since 2025-06-30
- DFSV · 2.2% · long · since 2025-06-30
- VBK · 2.1% · long · since 2025-06-30
- VCSH · 2.0% · long · since 2025-06-30