Long-term investor
Mrwm Advisors, LLC @mrwmadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001732949).
Record
- Tracked since 2025-06-30 (445 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +14.6% · all +14.6%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GMMF · 17.5% · long · since 2026-06-30
- VTI · 13.0% · long · since 2025-06-30
- IVV · 6.4% · long · since 2025-06-30
- SGOL · 5.3% · long · since 2025-06-30
- VTV · 4.4% · long · since 2025-06-30
- VXUS · 3.9% · long · since 2025-06-30
- CGGR · 3.8% · long · since 2025-06-30
- SPY · 3.4% · long · since 2025-06-30
- SGOV · 3.3% · long · since 2025-12-31
- SCHD · 2.9% · long · since 2025-06-30
- NOBL · 2.9% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30