Long-term investor
Meeder Advisory Services, Inc. @meederadvisoryservicesin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001792167).
Record
- Tracked since 2025-06-30 (434 days), 25 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +6.7% · 1 year +13.6% · all +13.6%
- Max drawdown -2.4% · Sharpe 0.87 · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JMUB · 8.1% · long · since 2025-06-30
- IEFA · 5.9% · long · since 2025-06-30
- NVDA · 4.6% · long · since 2025-06-30
- IEMG · 4.5% · long · since 2025-06-30
- AAPL · 4.1% · long · since 2025-06-30
- MMIT · 2.7% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- VEA · 2.2% · long · since 2025-06-30
- FLMI · 2.2% · long · since 2025-06-30
- GOOGL · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30