Long-term investor
Operose Advisors LLC @operoseadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001909750).
Record
- Tracked since 2025-06-30 (434 days), 54 trades recorded
- Returns: week n/a · month n/a · 90 days +11.9% · 6 months +12.5% · 1 year +20.3% · all +20.3%
- Max drawdown -1.4% · Sharpe 1.19 · win rate 16% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 17.6% · long · since 2025-06-30
- VYM · 9.9% · long · since 2025-06-30
- VEA · 9.1% · long · since 2025-06-30
- SCHF · 8.5% · long · since 2025-06-30
- VOO · 6.3% · long · since 2025-06-30
- IJR · 2.5% · long · since 2025-06-30
- RSP · 2.3% · long · since 2025-06-30
- SPY · 2.3% · long · since 2025-06-30
- VO · 1.9% · long · since 2025-06-30
- VOT · 1.4% · long · since 2025-06-30
- AVGO · 1.1% · long · since 2025-06-30
- NVDA · 1.1% · long · since 2025-06-30