Long-term investor
Michels Family Financial, LLC @michelsfamilyfinancialll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053733).
Record
- Tracked since 2025-06-30 (434 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +10.7% · 1 year +18.1% · all +18.1%
- Max drawdown 0.0% · Sharpe 1.48 · win rate 24% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 6.6% · long · since 2025-06-30
- SCHD · 5.4% · long · since 2025-06-30
- 46090E103 · 3.1% · long · since 2025-06-30
- IVV · 3.0% · long · since 2025-06-30
- VONG · 2.9% · long · since 2025-06-30
- XOM · 2.7% · long · since 2025-06-30
- SPHY · 2.0% · long · since 2025-06-30
- AGG · 2.0% · long · since 2025-06-30
- VOO · 2.0% · long · since 2025-06-30
- BND · 1.9% · long · since 2025-06-30
- SCHG · 1.8% · long · since 2025-06-30
- VOE · 1.6% · long · since 2025-06-30