Long-term investor
Milestone Investment Advisors LLC @milestoneinvestmentadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001967018).
Record
- Tracked since 2025-06-30 (445 days), 13 trades recorded
- Returns: week n/a · month n/a · 90 days +11.2% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 36% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPHQ · 10.4% · long · since 2025-06-30
- SCHG · 7.3% · long · since 2025-06-30
- SCHX · 6.4% · long · since 2025-06-30
- VUG · 4.6% · long · since 2025-06-30
- FDVV · 4.2% · long · since 2025-06-30
- SCHB · 3.4% · long · since 2025-06-30
- VO · 2.9% · long · since 2025-06-30
- FBND · 2.9% · long · since 2025-06-30
- AVDE · 2.8% · long · since 2025-06-30
- IVV · 2.7% · long · since 2025-06-30
- VYM · 2.7% · long · since 2025-06-30
- SCHM · 2.6% · long · since 2025-06-30