Long-term investor
Moneta Group Investment Advisors LLC @monetagroupinvestmentadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001120927).
Record
- Tracked since 2025-06-30 (434 days), 52 trades recorded
- Returns: week n/a · month n/a · 90 days +12.8% · 6 months +13.4% · 1 year +21.5% · all +21.5%
- Max drawdown -1.2% · Sharpe 1.22 · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SCHX · 8.4% · long · since 2025-06-30
- VO · 6.0% · long · since 2025-06-30
- VEA · 5.8% · long · since 2025-06-30
- VTV · 5.6% · long · since 2025-06-30
- VUG · 5.5% · long · since 2025-06-30
- VV · 3.6% · long · since 2025-06-30
- IEMG · 3.6% · long · since 2025-06-30
- IVV · 3.2% · long · since 2025-06-30
- SCHM · 3.2% · long · since 2025-06-30
- IEFA · 2.1% · long · since 2025-06-30
- VOT · 1.7% · long · since 2025-06-30
- SCHG · 1.7% · long · since 2025-06-30