Long-term investor
Peoples Bank @peoplesbankoh
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000934866).
Record
- Tracked since 2025-06-30 (434 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +9.8% · 6 months +11.3% · 1 year +17.5% · all +17.5%
- Max drawdown 0.0% · Sharpe 1.25 · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.3% · long · since 2025-06-30
- PEBO · 8.8% · long · since 2025-06-30
- IVW · 6.6% · long · since 2025-06-30
- IJH · 5.2% · long · since 2025-06-30
- SPY · 3.9% · long · since 2025-06-30
- IWB · 3.2% · long · since 2025-06-30
- IVE · 3.0% · long · since 2025-06-30
- VGIT · 2.9% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- IJR · 2.7% · long · since 2025-06-30
- SHY · 2.6% · long · since 2025-06-30
- IGIB · 2.4% · long · since 2025-06-30