Long-term investor
Retirement Wealth Solutions LLC @retirementwealthsolution
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044741).
Record
- Tracked since 2025-06-30 (434 days), 39 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months +10.2% · 1 year +16.7% · all +16.7%
- Max drawdown -2.1% · Sharpe 0.97 · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 15.1% · long · since 2025-06-30
- IVV · 12.5% · long · since 2025-06-30
- VEA · 8.4% · long · since 2025-06-30
- DYNF · 4.3% · long · since 2025-06-30
- IVW · 3.8% · long · since 2025-06-30
- BNDX · 3.6% · long · since 2025-06-30
- VWO · 3.4% · long · since 2025-06-30
- BSV · 3.3% · long · since 2025-06-30
- IVE · 3.0% · long · since 2025-06-30
- IEMG · 2.8% · long · since 2025-06-30
- IUSB · 2.5% · long · since 2025-06-30
- EFG · 2.2% · long · since 2025-06-30