Long-term investor
Mckinley Carter Wealth Services, Inc. @mckinleycarterwealthserv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001484265).
Record
- Tracked since 2025-06-30 (434 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months +8.3% · 1 year +14.6% · all +14.6%
- Max drawdown -1.4% · Sharpe 0.90 · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAI · 7.7% · long · since 2025-12-31
- IVV · 6.6% · long · since 2025-06-30
- FBND · 5.7% · long · since 2025-06-30
- IWB · 5.3% · long · since 2025-06-30
- DFAE · 4.8% · long · since 2025-12-31
- AGG · 3.3% · long · since 2025-06-30
- VXUS · 2.3% · long · since 2025-06-30
- VEA · 2.0% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
- IVE · 1.9% · long · since 2025-06-30
- IEFA · 1.8% · long · since 2025-06-30
- ILCG · 1.7% · long · since 2025-06-30