Long-term investor
Root Financial Partners, LLC @rootfinancialpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001977181).
Record
- Tracked since 2025-06-30 (434 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months +11.1% · 1 year +18.4% · all +18.4%
- Max drawdown -1.2% · Sharpe 1.22 · win rate 29% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFUS · 16.6% · long · since 2025-06-30
- DFAS · 7.5% · long · since 2025-06-30
- DFAI · 7.3% · long · since 2025-06-30
- DFLV · 7.2% · long · since 2025-06-30
- DFSD · 6.7% · long · since 2025-06-30
- DFCF · 6.3% · long · since 2025-06-30
- DFAE · 4.8% · long · since 2025-06-30
- DUSB · 3.7% · long · since 2025-06-30
- DUHP · 3.1% · long · since 2025-06-30
- DFIV · 2.5% · long · since 2025-06-30
- VUG · 2.4% · long · since 2025-06-30
- DFAR · 2.4% · long · since 2025-06-30