Long-term investor
Mcclarren Financial Advisors, Inc. @mcclarrenfinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842974).
Record
- Tracked since 2025-06-30 (445 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +4.2% · all +4.2%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 10.8% · long · since 2025-06-30
- VB · 8.7% · long · since 2025-06-30
- VUSB · 8.5% · long · since 2025-06-30
- VOO · 8.2% · long · since 2025-06-30
- VO · 5.7% · long · since 2025-06-30
- MGK · 4.8% · long · since 2025-06-30
- VXUS · 4.6% · long · since 2025-06-30
- VIG · 3.9% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- ISTB · 2.6% · long · since 2025-06-30
- DSI · 2.5% · long · since 2025-06-30
- IWV · 2.2% · long · since 2025-06-30