Long-term investor
Penney Financial, LLC @penneyfinancialllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002049857).
Record
- Tracked since 2025-06-30 (445 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +8.4% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFUS · 25.6% · long · since 2026-06-30
- VTI · 15.8% · long · since 2025-06-30
- VEA · 8.5% · long · since 2025-06-30
- VCRB · 7.0% · long · since 2025-06-30
- SGOV · 5.5% · long · since 2025-06-30
- IEFA · 4.5% · long · since 2025-06-30
- JPIE · 3.4% · long · since 2025-06-30
- VYM · 3.3% · long · since 2025-06-30
- SCHD · 3.3% · long · since 2025-06-30
- VCRM · 3.0% · long · since 2026-06-30
- CGMU · 2.0% · long · since 2025-09-30
- JEPI · 2.0% · long · since 2025-06-30