Long-term investor
Ndwm LLC @ndwmllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001818386).
Record
- Tracked since 2025-06-30 (445 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +8.5% · 6 months n/a · 1 year +12.7% · all +12.7%
- Max drawdown n/a · win rate 67% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 28.7% · long · since 2025-06-30
- RSP · 9.6% · long · since 2025-06-30
- AGG · 7.4% · long · since 2025-06-30
- BILS · 5.7% · long · since 2025-06-30
- GLD · 4.7% · long · since 2025-06-30
- SLQD · 4.4% · long · since 2025-06-30
- SPY · 4.1% · long · since 2025-06-30
- VLUE · 3.2% · long · since 2026-03-31
- CMF · 3.1% · long · since 2025-06-30
- EEM · 3.0% · long · since 2025-09-30
- ACWX · 2.8% · long · since 2026-03-31
- IWM · 2.8% · long · since 2026-03-31