Long-term investor
Rm Financial Services, LLC @rmfinancialservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109852).
Record
- Tracked since 2025-12-31 (266 days), 29 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all +7.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14021L109 · 8.9% · long · since 2025-12-31
- 14020U100 · 6.9% · long · since 2025-12-31
- GLDM · 6.8% · long · since 2025-12-31
- 46137V100 · 5.7% · long · since 2025-12-31
- 14022A300 · 5.3% · long · since 2025-12-31
- 14020W106 · 4.7% · long · since 2025-12-31
- SLV · 3.7% · long · since 2025-12-31
- AAPL · 3.3% · long · since 2025-12-31
- 46137V274 · 3.1% · long · since 2025-12-31
- 46138E586 · 3.1% · long · since 2025-12-31
- 922908769 · 2.9% · long · since 2025-12-31
- AMAT · 2.7% · long · since 2025-12-31